Job Title: Operations Administrator (IT focused)
Location: On site, Farnham, Surrey
Employment Type: Full-Time, office based 5 days per week.
About Us
We are a growth-focused Expatriate Wealth Management organisation. As part of our continued expansion, we are seeking experienced and proactive IFA Administrators to join our team (2 roles available.) This role is ideal for someone who thrives in a fast-paced environment, enjoys solving problems, and wants to develop broad operational skills in a global business setting.
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 IFA 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.
What we offer:
This is a wonderful opportunity to grow your experience within Financial Planning and Wealth Management in a global space.
Personal development - we offer career progression opportunities for Financial Planning certification.
You will be invited to join our annual conference in a top European location (this year is Lisbon with previous years in Paris and 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 IFA Advisory/ Financial Planning Services (expatriate experience particularly valuable but not essential.)
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
This role is being offered at £28,000 - £32,000 but dependant upon experience, we would consider offering more if a candidate had direct experience in this role.
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
Pay: £28,000.00-£32,000.00 per year
Benefits:
- Company events
- Financial planning services
Ability to commute/relocate:
- Farnham GU9 7UG: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Our role is on site in Farnham,Surrey 5 days per week - are you able to commit to this?
- Do you have 1 years+ experience working within an IFA/Financial Planning environment?
- What is your current salary and what are your salary expectations?
Work authorisation:
- United Kingdom (required)
Work Location: In person
