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)
New...