Corporate Administrator
Corporate Administrator
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Job Description
Chase de Vere is a national awardwinning independent financial advice firm established in 1969. We offer tailored wholeofmarket 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 youre 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.
Being one of the countrys 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 peoples lives. We work at pace but as One Team.
The Role
The key purpose of this role is to provide administrative support to our corporate advisers. You will be a point of contact for our corporate clients whilst providing an excellent customer service to both adviser and client.
The Corporate Administrator will support between one and three Corporate Consultants dependant upon their revenue production and client profile.
Whats in it for you
If youre the right kind of administrator to join us youll 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 strengthtostrength 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 produce all relevant paperwork for the client / member on behalf of the Adviser including quotations and announcement packs.
- To process all new business documentation in accordance with Chase de Veres Legal & Regulatory and Operational processes and procedures including the accurate loading of business onto back office systems.
- To deal with queries from clients Advisers colleagues and Product Providers taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
- To proactively deliver a high level of technical support and excellent client service in accordance with FCA guidelines internal policy and procedure and company service standards.To maintain monitor and oversee the smooth running of accounts including :
- identifying scheme renewals and ensuring Provider information is received prior to renewal date
underwriting requests are followed through and client regularly updated - fees chased in line with operational procedures
- checking that premiums have been paid within one month of renewal and chased accordingly
- All commission payments following scheme renewals are identified and claimed
- processing of new joiners to pension schemes
- To ensure that the information on the database is accurate and up to date and that client files are maintained according to company standards.
- To ensure commission queries are investigated and resolved within company service standards
- To ensure exception reports are reviewed and appropriate corrective action taken on a monthly basis
- To participate in developing ways to improve administration processes to increase consistency across the whole organisation to improve client satisfaction to increase productivity and reduce cost
- To work as a team with advisers and administrators in order to ensure a seamless service to our clients
- To train coach and support the less experienced administrators to ensure they meet the requirements of the role on a day to day basis.
- To provide guidance and support to less experienced administrators on the more complicated / technical queries as they arise.
- To assist with Quality Auditing of work within team as required.
- To have an understanding of and commitment to customer care and the visions for Chase de Vere.
- Any other tasks as deemed appropriate to the ongoing development of the role.
Experience and skills
- Qualified to ALevel 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
- Excellent attention to detail
- Experience within a corporate sales support role within financial services would be advantageous
By joining Chase de Vere youll 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
Required Experience:
Unclear Seniority
Employment Type
Full-Time
