Administrator

The Administrator will support the Financial Advisors, building important client relationships, whilst providing a first-class service.

AdministratorBenefits 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.