Business Processing Administrator
Being one of the country's top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.
We are looking for Administrators that want to play a crucial part in improving people's lives. We work at pace but as One Team.
What your role will involve
The key function of the role is to deliver an efficient and effective support service to our Advisers, while providing an excellent service to our clients.
You will assist the Advisers in the processing of new business, and the provision of an excellent service to all clients, while adhering at all times to the strict FCA regulations and internal policy and procedure.
Your day to day role:
- To ensure that all fees related to business processing are produced and followed up as required
- To carry out compliance documents checks in accordance with FCA guidelines and internal business standards
- To take ownership of all business processing through to completion, closely monitoring the progress of each case and ensuring that the Advisers and the Clients are updated as and when appropriate throughout the process
- Developing and maintaining good working relationships with all Client Support Administrators, Paraplanners, Advisers and the Central Services Management Team
- Liaise with external providers to ensure the timely completion of transfers that affect client portfolios
What you will need
- Qualified to A-Level standard or equivalent essential
- Good communication skills, both verbal and written, with the ability to instil confidence
- Excellent prioritisation and organisational skills
- Excellent attention to detail
What's in it for you?
By joining Chase de Vere , you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- Opportunity to earn an annual bonus
- A day off for your birthday
- Life assurance - 4 x salary
- Comprehensive induction and training programme
- Funded exams and paid study leave
- A wide range of voluntary flexible benefits to suit your individual needs
- The option to buy additional holiday days
- Cycle to work Scheme
- Two paid volunteering days each year, to support your local community
- Employee Assistance Programme with access to a 24/7 helpline
- Access to our free mortgage service, through our internal mortgage team
- Our Employee Forum and Diversity & Inclusion group
- Local and companywide events in support of our company charities