Swiss Life
Central Operations Administrator
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Chase de Vere
Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.
At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised.
If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.
The Key Function of the Role
The key function of the role is to deliver an efficient and effective support service to the Adviser, 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.
What's in It for You?
If you’re the right kind of administrator to join us, you’ll find a company:
- That wants you to be a success and will do everything we can to make it happen
- That will invest heavily in your professional development and keep you at the leading edge of technology
- That is going from strength-to-strength every year, and want you to be a part of that
- That provides the reassurance and security of being an integral member of the Swiss Life Group
Responsibilities
- To ensure that all fees in relation 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
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Experience & Skills
- Qualified to A-Level standard or equivalent essential
- Good communication skills, both verbal and written, with the ability to instil confidence
- Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload
- Basic knowledge of regulatory requirements
- Excellent attention to detail
Benefits
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. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays
- Contributory pension scheme
- Life assurance – 4 x annual 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
- Paid volunteering days each year
- 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
International Division
Are you looking for a career in a dynamic and international environment? Within the International division of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands.
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Swiss Life Global Solutions
With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.
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elipsLife
elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland.
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Chase de Vere
With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independent financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.
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Swiss Life Select
Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life.
Follow us on LinkedIn: Swiss Life Select Austria | Swiss Life Select Czech Republic | Swiss Life Select Slovakia
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