Scanning Assistant

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.

Your role will involve working within a team to scan all our legacy paperwork on to our virtual system and file accordingly. You will be a methodical worker and ensure you process each file diligently to ensure 100% accuracy during the scanning process

Our aim is to become completely paperless and after 55 years in business, we know that isn’t an easy feat.

RESPONSIBILITIES

• Ordering files from storage
• Liaising with offices across the country to arrange file deliveries
• Updating internal systems
• Preparing files for back scanning
• Scanning file onto the system

EXPERIENCE AND SKILLS

• Have previous experience of working in a data entry/ administrative capacity
• Have experience working within defined service standards, policies and procedures
• Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

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