New Business Administrator

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)