The Administrator will support the Financial Advisors, building important client relationships, whilst providing a first-class service.
Administrator Benefits and Package:
- 09:00 - 17:00 (Monday to Friday)
- Free On Site Parking
- 20 Days Annual Leave
- 5 days a week in the office
- Up to 5% annual bonus paid in December
- Quarterly bonus scheme
- All expenses paid annual conference trip
- Clock in / clock out system, ensuring every hour worked is paid for
Administrator Key Responsibilities and Accountabilities:
- Submit all new business applications to providers and monitor progress within pre-set timescales.
- Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
- Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.
- Communicate with clients to provide a first-class client journey.
- Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
- Build relationships with allocated advisers.
- Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.
- Adhere to administrative systems, policies, and procedures.
- Update and manage data within our CRM
- Actively learn and complete training to satisfy compliance requirements and improve personal knowledge
- Adopt the Chase Buchanan team culture and spirit with supporting the administration team ethos.
Administrator Qualities:
- A background or an interest in financial services.
- Good IT skills (Microsoft Office suite and CRM systems).
- Methodical and thorough approach to work, being able to work to deadlines.
- Strong attention to details**.**
- Enjoy being part of a team.
Thank you for your application however due to the high volume of candidates applying, if you have not heard back from us within 5 days please assume that you have not been successful on this occasion.