Corporate Administrator

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.

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 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, dependent upon their revenue production and client profile.

WHAT'S IN IT FOR YOU?

• 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 produce all relevant paperwork for the client on behalf of the Adviser including quotations and announcement packs.
• To process all new business documentation 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.

EXPERIENCE AND SKILLS

• 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, but not required

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