Team leader, advisory services Work, Jobs in Rochdale, Gtm (with Salaries)

Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
9d
Team Leader
Affinity Supporting People (South) Ltd —Rochdale
- £13.48 an hour
- Full-time
- Leadership
- Paid training
- Referral programme
Quick apply
Customer Services Team Leader
DRiV Incorporated —Bradford
- £37,000 - £48,000 a year
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
Quick apply
14d
Environmental Services Team Leader
Yorkshire Housing —Skipton
- £39,524.10 a year
- Organisational skills
- Leadership
- Communication skills
- Annual leave
- Employee discount
Team Leader
RRG Group —Salford
- £28,000 - £37,500 a year
- Full-time
- Management
- Team management
- In-person
- Employee discount
Quick apply
Account administrator
ASEL —Rochdale
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
- Employee assistance programme
Customer Services Team Leader
DRiV —Bradford
- Customer service
- English
- Microsoft Office
Senior/Team leader
Thrive Residential Care —Nelson
- £29,000 - £36,550 a year
- Overtime
- Childcare
- Working with children
- In-person
- Referral programme
Quick apply
Compliance Team Leader
JLA —Manchester
- £34,500 a year
- Full-time
- Hybrid work
- Management
- English
- Supervising experience
- Free parking
- Annual leave
Quick apply
18h
Team Leader
CareTech Group —Oldham
- £14.29 an hour
- Weekend availability
- Cooking
- IT
- Communication skills
- Employee assistance programme
- Referral programme
Team Leader Parent Plus Supported Housing
BRADFORD CYRENIANS —Bradford
- £27,500 a year
- Full-time
- Management
- Supervising experience
- Travel
- Employee discount
Quick apply
Assistant General Manager-Experience & Innovation
Metropolitan Council —Heywood
- £165,339.20 - £330,678.40 a year
- Full-time
- Management
- Master's degree
- Administrative experience
- Employee assistance programme
- Life insurance
Sterile Services Team Leader
East Lancashire Hospitals NHS Trust —Chorley
- £25,760 - £27,476 a year
- Full-time
- Patient care
- Leadership
4d
Banking Team Leader
Co-op —Manchester
- £32,000 - £38,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Banking
- Employee discount
12h
Team Leader - RRRM
FMG —Huddersfield
- £32,037 - £37,480 a year
- Communication skills
- Free parking
- Annual leave
Quick apply
3d
Customer Onboarding Team Leader
Aimée Willow Connex —Manchester
- Management
- Analysis skills
- Financial services
Direct Sales Team Leader
G P Promotions —Manchester
- £300 - £1,200 a week
- Part-time
- Sales
- Customer service
- No experience needed
- Referral programme
Quick apply
Helpdesk Team Leader
Softcat —Manchester
- Hybrid work
- Azure
- Customer service
- ERP systems
- Flexible schedule
Team Leader
Abiden Care Home —Burnley
- From £14.50 an hour
- Full-time
- Cooking
- Organisational skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
8d
Lettings Team Leader
Sell UK Property Ltd —Burnley
- £28,500 a year
- Full-time
- CRM software
- Management
- Customer service
- Free parking
- Annual leave
Quick apply

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Client Support Administrator

Swiss Life Global Solutions -
Manchester

Apply Now

Job details

9 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

team leader, advisory services jobs in rochdale, gtm

Client Support Administrator

Team Leader

Customer Services Team Leader

Environmental Services Team Leader

Team Leader

Account administrator

Customer Services Team Leader

Senior/Team leader

Compliance Team Leader

Team Leader

Team Leader Parent Plus Supported Housing

Assistant General Manager-Experience & Innovation

Sterile Services Team Leader

Banking Team Leader

Team Leader - RRRM

Customer Onboarding Team Leader

Direct Sales Team Leader

Helpdesk Team Leader

Team Leader

Lettings Team Leader

I want to receive the latest job alerts for team leader, advisory services in rochdale, gtm

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