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
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
Competitive pension
Supportive and collaborative team environment