IFA Administrator

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Farnborough; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Private Medical Insurance

Income Protection

Life Assurance

Critical Illness cover

Supportive and collaborative team environment

Job summary

A financial advice firm in Farnborough seeks a Business Support New Business Administrator to enhance their centralised administration and client servicing team. This role offers an exciting opportunity for individuals with financial services or IFA experience who are eager to develop within a supportive environment. Responsibilities include processing new business, managing pipelines, and supporting advisers to ensure an efficient client journey from start to finish.

Qualifications

• Previous experience within financial services, IFA or provider environment.
• Able to work under pressure and manage multiple priorities.

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.

Skills

Strong administration and organisational skills

Attention to detail and accuracy

Confident communicator

Proficient in Microsoft Office

Job description

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
• Private Medical Insurance
• Income Protection
• Life Assurance
• Critical Illness cover
• Supportive and collaborative team environment