We are working with a long standing, established Financial Services firm who are looking to expand their team.
We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key.
Key responsibilities include:
- Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients
- Booking annual review meetings
- Raising new business invoices
- Managing the pipeline efficiently and overseeing cases through to completion
- Handling new business queries from Advisers, clients, and providers
The ideal candidate will have:
- Previous Financial Services experience
- Excellent planning and organisational skills, with strong attention to detail
- A professional and friendly telephone manner, with the ability to build rapport with clients
- Strong time management skills
- A collaborative approach and the ability to work effectively as part of a team
- Proficiency in MS Word and Excel
Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
”, “datePosted”: “2026-05-22”, “hiringOrganization”: { “@type”: “Organization”, “name”: “ONETEN ASSOCIATES LIMITED”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__439263626__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=478” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Fleet” } } }We are working with a long standing, established Financial Services firm who are looking to expand their team.
We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key.
Key responsibilities include:
- Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients
- Booking annual review meetings
- Raising new business invoices
- Managing the pipeline efficiently and overseeing cases through to completion
- Handling new business queries from Advisers, clients, and providers
The ideal candidate will have:
- Previous Financial Services experience
- Excellent planning and organisational skills, with strong attention to detail
- A professional and friendly telephone manner, with the ability to build rapport with clients
- Strong time management skills
- A collaborative approach and the ability to work effectively as part of a team
- Proficiency in MS Word and Excel
Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.
…