Business Processing Administrator

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
• 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
• 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
• 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: