Financial advisory support occupations Work, Jobs in Manchester, Gtm (with Salaries)

Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
2d
IFA Administrator
Christian Douglass Group Ltd —Manchester
- £24,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
8d
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
14h
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
2d
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Client Relations Administrator
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Senior Pension Administrator
Aptia Group —Manchester
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Pensions Administrator
K3 Advisory Group —Stockport
- £25,000 - £26,000 a year
- Full-time
- IT
- Financial services
- Communication skills
- Annual leave
Quick apply
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Financial services
- Flexible schedule
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
1d
Financial Planning Client Administrator
Evelyn Partners —Manchester
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply
Employee Benefits Administrator
K3 Advisory Group —Manchester
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
Quick apply
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
3d
Senior Pensions Administrator
First Actuarial —Manchester
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Annual leave
- Work from home

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financial advisory support occupations jobs near manchester, gtm

Client Support Administrator

Swiss Life Global Solutions -
Manchester

Apply Now

Job details

2 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Employee assistance programme
Paid volunteer time

Qualifications

Operations management
Organisational skills
IT
Communication skills
Time management

Full job description

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.

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 inhouse 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.

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

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

Apply Now

Refine Your Search

financial advisory support occupations jobs in manchester, gtm

Client Support Administrator

IFA Administrator

Administrator (Financial Services)

Paraplanner

IFA Administrator

Central Operations Administrator

Pensions Administrator

Client Relations Administrator

Senior Pension Administrator

Pensions Administrator

Paraplanner

Client Administrator - Manchester

Financial Planning Client Administrator

Client Manager

Paraplanner

Employee Benefits Administrator

Paraplanner (Chorley)

Client Relationship Manager

Senior Pensions Administrator

Senior Client Manager

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