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 youre 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.
The purpose of the role is to be an Investment Operations Administrator for the Chase de Vere Investment Management Team. The role involves support of the companys Discretionary Portfolio Service and Bespoke investment fund panels.
The role-holder would be responsible for administrative, maintenance and development of Chase de Vere s Investment Proposition (Discretionary Portfolio Service and Bespoke), working with a range of providers to request and collate information.
The role holder will be required to identify and improve efficiencies with regards to current processes.
What your role will involve Compile and maintain information relating to the Discretionary Portfolio Service and Bespoke investment fund panels, including internal reference materials and compliance records.
Constructing spreadsheets that will support the quantitative requirements.
Assist with the administration and provision of data, numerical and graphic, that will be used in regular updates and reporting.
Assist with the administration aspects associated with the execution of trading activity.
Liaison with fund management companies and platform providers with regards to administrative, operational and informational matters.
Assisting in the administration across multiple investment platforms
Always adhere to regulatory and compliance guidance while consistently delivering to the highest service standards.
Demonstrate flexibility in responding to the needs of the business and its clients.
Have a high level of written English and the ability to produce well written and grammatically correct internal / external communications and reports.
Ability to manage complex workloads and the ability to multi-task and prioritise.
Ability to work unsupervised to manage workload and meet strict deadlines.
Ensure all work is produced to Chase de Vere s high-quality standards.
What you will need Educated to Highers, Advanced Highers, including National 5s in Maths and English.
Strong academic record, either academically or professionally.
Experience working in a finance and/ or investment-related environment.
A track record of successfully performing administrative responsibilities.
An understanding of the financial services sector and regulatory context.
Proficient in the use of Microsoft Applications.
Superior organisational, operational and administrative skills.
Exceptional attention to detail.
Strong communication skills, both verbal and written.
The ability to work as part of a team and maintain a positive, resilient and flexible approach to work.
By joining Chase de Vere, youll 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
TPBN1_UKTJ