New Business Administrator
Location: Farnborough (Hybrid Options Available)
Salary: £27,000 – £35,000 + Benefits
Our client, a well-established and client-focused Financial Services firm, is seeking a New Business Administrator to join their centralised administration and client servicing team based in Farnborough.
This is an excellent opportunity to join a collaborative Business Support team, providing end-to-end administrative support across a range of financial products. Working as part of our Business Support Centre, you will support consultants and clients through the end-to-end new business process, ensuring cases are handled efficiently, accurately and in line with service level agreements.
Your responsibilities will include:
- Processing new business across investments (ISAs, Bonds, Investment Accounts), pensions and protection (individual and corporate)
- Managing cases from submission through to “In Force” status
- Proactively managing and chasing pipeline cases to completion in line with SLAs
- Raising new business invoices
- Booking annual review meetings
- Handling new business queries from Advisers, clients and product providers
- Maintaining accurate and compliant client records across internal systems
- Ensuring all documentation is correctly stored within document management systems
- Supporting colleagues to meet team and business objectives
Skills & Experience
- Financial Services experience (IFA or provider background preferred)
- New business processing experience across a variety of products (e.g. ISA, GIA, pensions, bonds, protection not necessarily all)
- Strong administration and customer service skills
- Proficiency in Microsoft Word and Excel (training provided on internal systems)
- 5 GCSEs (grades AC / 94) including Maths and English
Desirable:
- Experience within a life, investment or pension environment
- Experience handling DB transfers
- Understanding of regulated environments and compliance processes
Benefits:
- Private Medical Insurance (self cover)
- Income Protection (75% salary for up to 3 years)
- Life Assurance (4x salary)
- Critical Illness Cover (£50,000 lump sum)
- Pension (6% employer / 3% employee)
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