Job description Our client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.
We are delighted to share a new role for Experienced Administration & Sales Support.
This role is offered on a permanent employed basis, fully based from our office in Central Farnham.
This role is offered on a full-time (Mon to Fri) basis.
What we offer: This is a wonderful opportunity to learn more about Financial Planning and Wealth Management in a global space.
Personal development - we offer career progression opportunity.
You will be invited to join our annual conference in a top European location (this year was Paris, previous year was Seville) Great company culture - a welcoming working environment with a fantastic, friendly team Central Farnham office location Free, onsite parking Our ideal candidate: We are looking for someone with excellent attention to detail, strong communication skills, able to problem solve, curiosity, initiative and the ability to work in a cohesive team.
2 years + Administrative experience ideally within Professional Servces/ Financial Services.
Job description and responsibilities: · Aide the preparation of new business and servicing application forms · Package and submit all new business cases to the UK Admin team for sign off · Monitor and administer new business applications through to completion, once submitted to providers, to ensure the smooth and timely administration · Liaise with your allocated advisers to ensure efficient processing of applications and outstanding requirements whilst building relationships · Communicate with clients to provide a first-class client service · Prepare and submit Dealing Instructions to providers to facilitate new investments and withdrawals · Submit LOAs and COAs to providers and monitor until completion / information received · Adhere to administrative systems, policies, and procedures · Obtain valuations and facilitate any other ad hoc servicing requirements · Update and manage data within our CRM · Contact individual clients where missed payments to regular savings plans has occurred with a view to rectifying the missed payment · Ensure up to date ID records are maintained for all clients in conjunction with our anti-money laundering regulations · Facilitate the use of electronic signatures via DocuSign · Actively learn and complete training in order to satisfy compliance requirements and improve personal knowledge · Adopt the Chase Buchanan team culture and spirit while supporting the administration team ethos.
Role reports to : Head of Administration and / or Head of Global Operations If you are keen to work within the Financial Planning sector we would love to hear from you.
Please include a CV and salary expectations to apply.