NewBusinessAdministrator
Location:Farnborough(HybridOptionsAvailable)
Salary:£27,000-£35,000+Benefits
Ourclient,awell-establishedandclient-focusedFinancialServicesfirm,isseekingaNewBusinessAdministratortojointheircentralisedadministrationandclientservicingteambasedinFarnborough.
ThisisanexcellentopportunitytojoinacollaborativeBusinessSupportteam,providingend-to-endadministrativesupportacrossarangeoffinancialproducts.WorkingaspartofourBusinessSupportCentre,youwillsupportconsultantsandclientsthroughtheend-to-endnewbusinessprocess,ensuringcasesarehandledefficiently,accuratelyandinlinewithservicelevelagreements.
Yourresponsibilitieswillinclude:
Processingnewbusinessacrossinvestments(ISAs,Bonds,InvestmentAccounts),pensionsandprotection(individualandcorporate)
ManagingcasesfromsubmissionthroughtoInForcestatus
ProactivelymanagingandchasingpipelinecasestocompletioninlinewithSLAs
Raisingnewbusinessinvoices
Bookingannualreviewmeetings
HandlingnewbusinessqueriesfromAdvisers,clientsandproductproviders
Maintainingaccurateandcompliantclientrecordsacrossinternalsystems
Ensuringalldocumentationiscorrectlystoredwithindocumentmanagementsystems
Supportingcolleaguestomeetteamandbusinessobjectives
Skills&Experience
FinancialServicesexperience(IFAorproviderbackgroundpreferred)
Newbusinessprocessingexperienceacrossavarietyofproducts(e.g.ISA,GIA,pensions,bonds,protectionnotnecessarilyall)
Strongadministrationandcustomerserviceskills
ProficiencyinMicrosoftWordandExcel(trainingprovidedoninternalsystems)
5GCSEs(gradesAC/94)includingMathsandEnglish
Desirable:
Experiencewithinalife,investmentorpensionenvironment
ExperiencehandlingDBtransfers
Understandingofregulatedenvironmentsandcomplianceprocesses
Benefits:
PrivateMedicalInsurance(selfcover)
IncomeProtection(75%salaryforupto3years)
LifeAssurance(4xsalary)
CriticalIllnessCover(£50,000lumpsum)
Pension(6%employer/3%employee)
TPBN1_UKTJ