We are working with a growing financial services firm 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
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
Benefits
* Private Medical Insurance
* Income Protection
* Life Assurance
* Critical Illness cover
* Supportive and collaborative team environment
If you are interested in finding out more, please get in touch with Josie to apply or discuss the opportunity further.
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