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)