JOB DESCRIPTION

Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.
We are delighted to share a new role for experienced FS Administration 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.

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 Financial Planning Services (expatriate experience particularly valuable but not essential.)

Education:

• A-Level or equivalent (required

· 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.
Job Types: Full-time, Permanent, Graduate
Pay: £30,000.00-£35,000.00 per year

Benefits:

• Additional leave
• Company events
• Financial planning services
• Free parking
• On-site parking

Application question(s):

• Are you legally entitled to work in the UK?
• Are you easily able to commute to Farnham on a daily basis as the role is fully on site based?
• Do you have 2 years+ admin experience within Financial Services/ Wealth Management/ Financial Planning?

Education:

• A-Level or equivalent (required)

Work Location: In person
Reference ID: AG/CB/0