£23K/yr to £30K/yr
Waverley, England
Permanent, Variable

Administrator

Posted by HighPoint.

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.