CHASE DE VERE CONSULTING is looking for employees for positions:
administrator
Trade
administrative Assistance
Administrative Assistance
Responsibility
to research technical queries relating to corporate risk products and to be recognised as a reliable source of information
to keep Chase de Vere Corporate Team up to date with issues and changes within the corporate risk market
liaise with product providers
attain/retain high level of product and business knowledge about all corporate risk products
to assist and support the consultants in the securing of new business as necessary
to assist in operating a broking and re-broking desk and promote greater use of the skills and knowledge of the Corporate Risk Team
to maintain and update the Corporate Risk & Healthcare scheme database
any other duties as deemed appropriate to the role
Requirements
qualified to A-Level standard or equivalent essential
good communication skills, both verbal and written, with the ability to instil confidence
experience of working in an administrative capacity within financial services
excellent planning and organisational skills
basic knowledge of regulatory requirements
excellent attention to detail
senior paraplanner
Responsibility
researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients
our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing their studies towards Chartered
whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients
as a Senior Paraplanner, you will work closely with our Regional Paraplanning Managers to ensure your team feel supported on a daily basis alongside recognising developmental opportunities
you will oversee incoming business and delegate where necessary to ensure all individuals in the team have a manageable and diverse workload
recognising areas of development within the team and sharing best practice
senior paraplanner
Responsibility
researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients
our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing their studies towards Chartered
whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients
as a Senior Paraplanner, you will work closely with our Regional Paraplanning Managers to ensure your team feel supported on a daily basis alongside recognising developmental opportunities
you will oversee incoming business and delegate where necessary to ensure all individuals in the team have a manageable and diverse workload
independent financial adviser
Responsibility
knowledgeable, trustworthy and proactive
alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved Chartered status
we know that the role of a Financial Adviser is more than just the qualification
it is about recognising business development opportunities, building your confidence and understanding the value of providing truly independent financial advice
this doesn’t happen overnight
this takes time, patience and dedication
chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them
alongside providing truly holistic financial advice, our NHS specialists have expert NHS pension and benefits knowledge enabling them to focus their advice for medical professionals across the country
team manager
Responsibility
your role will include –
day to day oversight and management of an administration team
delegating workload accordingly
identification of training needs and professional development opportunities
responding to day to day operational queries
supporting the Operations Manager
identifying and promoting positive change within the team
experience and Skills
senior administrator
Responsibility
your role will include
responding to day to day technical and process queries from advisers, administrators and clients
completing Pre-Sale and Post-Sale administrative tasks
delivering an efficient support service to the IFA’s whilst providing an excellent service to our clients and providers
supporting new staff and assisting with their on boarding, training and development
developing and maintaining strong working relationships with colleagues across the business
experience and Skills
qualified to A-Level standard or equivalent essential
development manager
Responsibility
liaise with Senior Managers, and analyse available MI, in order to identify individual and group training needs
supportive, engaging and collaborative. Our Competence and Development Managers are responsible for designing, implementing and delivering companywide training alongside completion of all training and competency activities under SMCR
assist in the development and delivery of training programmes to address local training needs
as a Competence and Development Manager at Chase de Vere you will work with experienced and associate financial advisers to ensure they reach and maintain Competent Adviser Status
provide tailored coaching to advisers and supervisors to assist them in achieving personal and company goals
alongside regular observations, you will collaborate with Senior Managers across the business to identify developmental and training opportunities as well as running regular inductions for new colleagues
delivery knowledge and skills training for advisers and supervisors until they are deemed to be competent
we know that the best Advisers are those who remain engaged and are motivated to learn and evolve in an everchanging industry to provide the best industry advice to our clients
business administrator
Responsibility
to ensure that all fees related 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
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
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
we are looking for Administrators that want to play a crucial part in improving people’s lives. We work at pace but as One Team
Requirements
qualified to A-Level standard or equivalent essential
good communication skills, both verbal and written, with the ability to instil confidence
excellent prioritisation and organisational skills
excellent attention to detail
paraplanner
Trade
banking & Finance
Banking & Finance
Responsibility
verifying periodical payments have been calculated correctly by the Defendants
client administrator
Trade
administrative Assistance
Administrative Assistance
Responsibility
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
