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.
The successful candidate will provide an effective and efficient service, contributing to the smooth running of the business by providing a high quality, proactive and professional mailroom and scanning service to promote the best possible image of Chase de Vere. To provide a service that will support the day-to-day operation of the business including, but not limited to, Clients, Providers and the wider business.
You will offer the most efficient and effective service possible while adhering to strict FCA regulations and internal Chase de Vere procedures. The job holder needs to be an excellent team member with a flexible approach to work to suit business needs and changing priorities.

SKILLS & KNOWLEDGE

• Educated to GCSE or equivalent standard (to include Maths & English)
• Ideally 2 years mailroom based administration experience preferably within the FS Industry
• Experience in providing and analysing MI information
• Accurate computing 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
• Ability to build professional relationships at all levels
  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

• Sort, collate and distribute all incoming Mail and courier parcels into bundles for scanning or delivery.
• Preparation and scanning of documents into our internal document management system.
• Issue all Outgoing mail in line with the company postage policy.
• To provide additional delivery or collection services within the building as directed.
• To adhere to internal company asset register.
• 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.
• Carry out other duties as required, including but not limited to moving files & boxes, photocopying, binding, separating and scanning of client files from cold storage and maintaining accurate archiving records to/from our off-site storage provider.
• Attention to detail is to be applied at all times to ensure ‘right first time’ results.
• Highlight any challenges to the Operational Improvement Manager ensuring that the best solution is applied and that the risk to the business and the clients are kept at a minimum.
• Provide MI information to managers on a regular basis.
• Take responsibility of personal development.
• Ability to work on own initiative and be proactive in problem solving, with clients, advisers and providers.
• 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, this will be monitored through objectives and KPIs.
• To develop and maintain good working relationships with clients, product providers and colleagues throughout the Company.