IFA New Business & Client Services Administrator

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Farnborough; Sur place; GBP 25 000 - 35 000; Plein temps

Avantages offerts par ce poste

Private Medical Insurance

Income Protection

Life Assurance

Critical Illness cover

Supportive and collaborative team environment

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Strong administration and organisational skills

Attention to detail and accuracy

Confident communicator

Proficient in Microsoft Office

Description du poste

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.