Administration & Sales Support (Self Employed)

3 weeks ago


Farnham, United Kingdom Chase Buchanan Full time

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 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

**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**:

- Company events
- Financial planning services
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Application question(s):

- Do you understand and accept that the role is offered on a Self Employed Basis?

**Education**:

- GCSE or equivalent (required)

**Experience**:

- Administration: 2 years (required)
- Financial services: 1 year (preferred)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Application deadline: 18/05/2024
Reference ID: AG/CB/01
Expected start date: 06/05/2024



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