Swiss Life
Client Support Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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.
Role Overview
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role.
For those looking to progress their careers into paraplanning or advice, our in-house paraplanner and adviser academy programmes, can support you on your journey, when the time comes.
What You Will Need
- Experience of working within a financial advisory firm. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry.
- Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount.
- Good time management and organisational skills are vitally important. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.
- The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What Your Role Will Involve
Our advisers couldn’t do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service.
Your day-to-day role:
- Producing and collating client meeting documentation for our advisers - this includes portfolio valuations, application forms and regulatory documents.
- Processing fees in relation to new and ongoing business and following up for payment.
- Monitoring and updating the progress of all new business.
- Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards.
- Responding to queries and enquiries from advisers, clients and product providers.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
International Division of Swiss Life
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. Check out below to discover more about them!
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.
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.
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.
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:
Follow us on LinkedIn:
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills