Administration & Sales Support (Self Employed) - Farnham, United Kingdom - Chase Buchanan

Chase Buchanan

Verified Company

Farnham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client provides global finance solutions for those with a global lifestyle. We are global financial advisers, supporting expatriates around the world from our regulated European headquarters. This is a wonderful opportunity to learn more about Financial Planning and Wealth Management in a global space. Scope to train as a Financial Advisor in the future.

You will be invited to join our annual conference in a top European location (this year was Paris, previous year was Seville)

Job description and responsibilities:

Package and submit all new business cases to the UK Admin team for sign off
Communicate with clients to provide a firstclass 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 antimoney 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

Qualifications & Experience:

Administrative background/ financial services ideally (not essential)

Drive, curiosity, problem solving, initiative and ability to work in a cohesive team

Minimum - GCSE's grade 7 and above in Maths and English/ ideally A-levels or equivalent

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.

Selection Process:
Interviews and psychometric profiling

Job Types:
Full-time, Freelance, Zero hours contract

Pay:
£13.00-£14.50 per hour

Expected hours: 37.5 per week

Benefits: