Cardiff, Wales, United Kingdom · On-site
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 purpos…
Skills: Financial advisory support, CRM database management, Diary management, Client meeting preparation, New business processing
Lucerne, Lucerne, Switzerland · Hybrid
Shape the future. Yours and ours. Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions? Then we can offer you an e…
Skills: Relationship management, Consulting, Client relations, Financial planning, Communication
Manchester, England, United Kingdom · On-site
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 purpos…
Skills: Financial advisory support, CRM database management, Client meeting preparation, Diary management, New business processing
Bern, Bern, Switzerland · Hybrid
Shape the future. Yours and ours. Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions? Then we can offer you an e…
Skills: Accounting, Pension fund accounting, Swiss GAAP FER 26, Financial statements, MS Office
Luxembourg · Hybrid
Join our team. Your future starts here. Swiss Life Group is one of Europe’s leading comprehensive life, pensions and financial solutions providers. Within the Group’s International Division and with its two business line…
Skills: Italian, English, Insurance administration, AML, KYC
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Customer relationship management, Insurance knowledge, Communication, Problem solving, Professionalism
Puteaux, Ile-de-France, France · On-site
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Employee savings, Collective retirement, Commercial development, Portfolio management, Broker network management
Basel, Basel-City, Switzerland · On-site
Internationale & dynamische B2B-Versicherung Willkommen bei elipsLife – Deinem innovativen Versicherer für Unternehmen im B2B-Umfeld! Als fester Bestandteil der Personalvorsorgelösungen der Division Swiss Life Internatio…
Skills: Claims processing, Medical billing, TARDOC, UVG, VVG
Puteaux, Ile-de-France, France · On-site
$26k–$30k/yr
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Customer relationship management, Insurance consulting, Wealth management, Administrative management, Sales support
Puteaux, Ile-de-France, France · On-site
$26k–$30k/yr
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Customer Relationship Management, Insurance Advice, Administrative Management, Sales Support, Database Management
Puteaux, Ile-de-France, France · On-site
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Enterprise Architecture, Team Management, Strategic Planning, Information Systems, Data Governance
Luxembourg · Hybrid
Join our team. Your future starts here. Swiss Life Group is one of Europe’s leading comprehensive life, pensions and financial solutions providers. Within the Group’s International Division and with its two business line…
Skills: IT production management, ITSM, ITIL, Team leadership, Operations management
Hoofddorp, North Holland, Netherlands · On-site
Data Analyst Turn Data into Decisions. Help Shape the Future. Are you passionate about data, analytics, and emerging technologies? Do you enjoy transforming complex business questions into actionable insights that drive …
Skills: Python, SQL, Excel, Power BI, Data Analysis
Roubaix, Hauts-de-France, France · On-site
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Application Management, Team Leadership, Agile, Scrum, AWS
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Actuarial science, Financial management, Risk management, IFRS 17, Financial reporting
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Actuarial science, Risk management, Health insurance, Provident insurance, Inventory management
Roubaix, Hauts-de-France, France · On-site
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Angular, NodeJS, AWS, Agile, Scrum
Zurich, Zurich, Switzerland · Hybrid
Shape the future. Yours and ours. Would you like to help people to lead a self-determined life? And do you want to use your creative scope to reconcile your professional and personal ambitions? Then we can offer you an e…
Skills: Actuarial science, Pricing, Reinsurance, Exposure analysis, Risk assessment
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Project management, Finance, Business analysis, Process optimization, Internal control
Puteaux, Ile-de-France, France · Hybrid
Living your own life with Swiss Life Swiss Life is a leading player in insurance and wealth management, with a recognized position as a private asset management insurer. Our approach is comprehensive in life insurance, p…
Skills: Sales, Prospecting, Wealth management, Insurance, Financial consulting
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The role involves providing direct support to Independent Financial Advisers by managing diaries, preparing client meeting packs, and maintaining client files. Additionally, the administrator will process new business, update CRM systems, and ensure compliance with FCA regulations.
Candidates must have prior experience working within a financial advisory firm and possess strong communication and organizational skills. Proficiency in the Microsoft Office Suite and the ability to work effectively in a fast-paced, deadline-driven environment are essential.
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.
Chase de Vere are known as experts in our field and we pride ourselves on the reputation we have built over the past 55 years of business. We know we can’t achieve the results we do without the right people.
We are currently looking to recruit a Private Client Support Administrator to join our team.
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
We enable people to lead a financially self-determined life.
Swiss Life is the number one provider of comprehensive life and pensions and financial solutions. 1.4 million private customers and over 50 000 companies trust in our experience for their pension provision, experience gathered over more than 165 years, and thus ensure self-determination for their lives.
Offices: Postfach, Zürich, 8022, CH
We enable people to lead a financially self-determined life.
Swiss Life is the number one provider of comprehensive life and pensions and financial solutions. 1.4 million private customers and over 50 000 companies trust in our experience for their pension provision, experience gathered over more than 165 years, and thus ensure self-determination for their lives.
Offices: Postfach, Zürich, 8022, CH
