We are working with a growing financial advice firm in Farnborough looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment.
You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion.
Key Responsibilities:
- Processing new business including investments, pensions and protection
- Managing pipelines and seeing cases through to completion
- Booking annual review meetings
- Raising invoices and handling new business queries
- Supporting advisers, clients and providers with administrative requests
- Ensuring all work is completed accurately and within agreed service levels
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About You:
- Previous experience within financial services, IFA or provider environment
- Strong administration and organisational skills
- High attention to detail and accuracy
- Confident communicator with the ability to build client rapport
- Proficient in Microsoft Office, particularly Word and Excel
- Able to work under pressure and manage multiple priorities
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Benefits:
- Private Medical Insurance
- Income Protection
- Life Assurance
- Critical Illness cover
- Competitive pension
- Supportive and collaborative team environment