The key purpose of the role is to assist our Corporate Advisers in the delivery of advice and ongoing services to prospective, new, and existing clients.
You will be responsible for analysing and compiling Financial Planning reports, in conjunction with the Corporate Advisers and Administrators, ensuring compliance with Business Quality Standards at all times.
WHAT YOU WILL NEED
Knowledge: Excellent interpersonal skills and communication skills Excellent personal organisational and administrative planning skills Highly numerate Excellent attention to detail Proven ability to work on own initiative Skills: The ability to work well within a team environment and build effective working relationships both internally and externally (Advisers, Administrators and Technical Services) Good knowledge of Microsoft Office Experience: Ideally 2 years’ experience within a Senior Administrator capacity, within an IFA or report writing exposure Experience of working within a high-pressure environment WHAT YOUR ROLE WILL INVOLVE
Assisting with Corporate Reports – primarily Annual Pension Governance reports for Group Personal Pension Schemes and Group Risk Reports (recommendation reports following the rebroke of Group Risk and Group PMI schemes) Liaising with pension providers to gather report information Compile illustrations, projections and associated documentation. Maintenance to reports – tax and legislative updates Update presentation material/slideshows for client meetings Ensure client files comply with the company business quality standards. Provide support with ad hoc projects and tasks where necessary. To participate in team meetings, including highlighting issues and owning actions through to resolution WHAT’S IN IT FOR YOU?
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. Opportunity to earn an annual bonus A day off for your birthday Life assurance – 4 x 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 Two paid volunteering days each year, to support your local community 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 company-wide events in support of our company charities
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Knowledge: Excellent interpersonal skills and communication skills Excellent personal organisational and administrative planning skills Highly numerate Excellent attention to detail Proven ability to work on own initiative Skills: The ability to work well within a team environment and build effective working relationships both internally and externally (Advisers, Administrators and Technical Services) Good knowledge of Microsoft Office Experience: Ideally 2 years’ experience within a Senior Administrator capacity, within an IFA or report writing exposure Experience of working within a high-pressure environment WHAT YOUR ROLE WILL INVOLVE
Assisting with Corporate Reports – primarily Annual Pension Governance reports for Group Personal Pension Schemes and Group Risk Reports (recommendation reports following the rebroke of Group Risk and Group PMI schemes) Liaising with pension providers to gather report information Compile illustrations, projections and associated documentation. Maintenance to reports – tax and legislative updates Update presentation material/slideshows for client meetings Ensure client files comply with the company business quality standards. Provide support with ad hoc projects and tasks where necessary. To participate in team meetings, including highlighting issues and owning actions through to resolution WHAT’S IN IT FOR YOU?
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. Opportunity to earn an annual bonus A day off for your birthday Life assurance – 4 x 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 Two paid volunteering days each year, to support your local community 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 company-wide events in support of our company charities
#J-18808-Ljbffr
