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Corporate Administrator

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Corporate Administrator

Being one of the country’s top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for Administrators that want to play a crucial part in improving peoples’ lives. We work at pace but as One Team.

The Role

The key purpose of this role is to provide administrative support to our corporate advisers. You will be a point of contact for our corporate clients whilst providing an excellent customer service to both adviser and client.

The Corporate Administrator will support between one and three Corporate Consultants, dependant upon their revenue production and client profile.

What's in it for you?

If you’re the right kind of administrator to join us, you’ll find a company:

  • That wants you to be a success and will do everything we can to make it happen
  • That will invest heavily in your professional development and keep you at the leading edge of technology
  • That is going from strength-to-strength every year, and want you to be a part of that
  • That provides the reassurance and security of being an integral member of the Swiss Life Group


  • To produce all relevant paperwork for the client / member, on behalf of the Adviser, including, quotations and announcement packs.
  • To process all new business documentation in accordance with Chase de Vere’s Legal & Regulatory and Operational processes and procedures, including the accurate loading of business onto back office systems.
  • To deal with queries from clients, Advisers, colleagues and Product Providers, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • To proactively deliver a high level of technical support and excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.To maintain, monitor and oversee the smooth running of accounts, including :-
  • identifying scheme renewals and ensuring Provider information is received prior to renewal date
    underwriting requests are followed through and client regularly updated
  • fees chased in line with operational procedures
  • checking that premiums have been paid within one month of renewal and chased accordingly
  • All commission payments following scheme renewals are identified and claimed
  • processing of new joiners to pension schemes
  • To ensure that the information on the database is accurate and up to date and that client files are maintained according to company standards.
  • To ensure commission queries are investigated and resolved within company service standards
  • To ensure exception reports are reviewed and appropriate corrective action taken on a monthly basis
  • To participate in developing ways to improve administration processes to increase consistency across the whole organisation, to improve client satisfaction, to increase productivity and reduce cost
  • To work as a team with advisers and administrators in order to ensure a seamless service to our clients
  • To train, coach and support the less experienced administrators to ensure they meet the requirements of the role on a day to day basis.
  • To provide guidance, and support, to less experienced administrators on the more complicated / technical queries as they arise.
  • To assist with Quality Auditing of work within team as required.
  • To have an understanding of and commitment to customer care and the visions for Chase de Vere.
  • Any other tasks as deemed appropriate to the ongoing development of the role.

Experience and 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
  • Excellent attention to detail
  • Experience within a corporate sales support role within financial services would be advantageous

Our values

  • Be Reliable
  • Think Independently
  • Create Confidence

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