Admin Assistant - Adviser Support Team

Job Location

Permanent, full-time

Type of Job

Published Date

11 July 2021, 15:30:00

Salford Quays, Lancashire

About the job

Our client are known as experts in their field and pride themselves on the reputation they have built over the past 50 years of business. They know they can’t achieve the great results they do without the right people. They are currently looking to recruit an Administrator Assistant to join the team in Exchange Quay, Manchester

To provide a professional service that will support the day-to-day operation of the Manchester office, working alongside the Private Client team within the office.

To provide an effective and efficient service to support the teams in order to contribute to the smooth running of the office by providing a high quality, proactive and professional mailroom and scanning service.

The key customers of the jobholder are the financial advisers, their clients and the administration teams.

To offer the most efficient and effective service possible, and to deliver excellent client service, while adhering to strict FCA regulations and internal company procedures.

The job holder needs to be an excellent team member with a flexible, proactive approach to work.

Key Accountabilities:

Document scanning and post

To sort, collate and distribute all incoming mail and courier parcels into bundles for scanning or delivery.
To prepare and scan all necessary documents into our internal document management system.
To ensure that high priority incoming and outgoing mail is processed in accordance with its priority level.
To perform regular quality checks resolving any issues with both hard copy and electronic postal scanning systems and redirect inaccurately addressed mail to correct recipient.
Highlight any challenges to the Operations Manager ensuring that the best solution is applied and that the risk to the business and the clients are kept at a minimum.

To provide a professional, efficient reception service for both internal and external clients, in order to promote the best possible image of Chase de Vere.
To organise the catering for internal and external functions.
To order stationery in line with office requirements.
To arrange courier services, as required.
To greet and collect clients from the main reception.
Administration Support

To support administrators and other colleagues with general
administration work adhering to the relevant internal service standards.

Client Service

To process incoming queries received from clients, or relating to a client, ensuring all appropriate action is taken in accordance to instructions received and internal policies and procedures.
Office Services

Processing stationery requests, processing all incoming and outgoing post, responsible for logging incoming and outgoing assets (monies and documentation) as well as making sure the assets timeline is within company guidelines. Logging files to and from archive as well as any other services when required.
Service Levels

To ensure that client service standards are adhered to at all times.
To ensure that tasks are carried out in accordance with CdV procedures and to Legal and Regulatory standards, which will be monitored through objectives and KPIs.

In return there a starting salary of £19,000 + Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme)

- An extra day off on your birthday

- Participation in the Company’s Flexible Benefits Scheme

- Contributory Pension Scheme

- Death in Service - 4 x basic salary

- Training and professional qualification support

- Opportunities for career progression

- Rewards and Initiatives - Employee of the Quarter Scheme

- Annual conference is the event of the year

- Employee Assistance Programme - offering support to colleagues via telephone and online

Does this sound good to you? If so, we want to hear from you!


Knowledge, Skills and Experience:

  • Educated to GCSE, (O Level or equivalent standard, to include Maths &, English)

  • Office-based administration experience with a focus on customer service, preferably within the Financial Services Industry

  • CF1 or equivalent Financial Services qualification is desirable but not essential.

  • Recognised qualifications/proven IT skills

  • Accurate keyboarding skills

  • Excellent communication skills, both oral and written

  • Strong interpersonal skills

  • Experience of working to targeted service standards

  • Proven track record in delivering customer satisfaction

  • Knowledge of regulatory requirements is desirable

  • Ability to organise and prioritise workload

  • Adaptable/flexible approach to work within a changing environment

  • Strong team player


£19,000 - £20,000 per annum, negotiable

About us

All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry.