New Business Administrator

Eden Rose; Bristol; Hybrid; GBP 28,800 - 35,200; Full time

Benefits offered by this job

Group Life Cover

Private Medical Insurance

Employer pension contribution

25 days annual leave plus bank holidays

Birthday leave and charity day

Job summary

A growing wealth management firm in Bristol seeks a New Business Administrator for their financial planning team. This role involves processing new business applications, supporting advisers, and ensuring smooth application progression. Candidates should have experience in financial planning, strong product knowledge in pensions and investments, and excellent organizational skills. The firm offers a competitive salary up to £32k, along with various benefits including private medical insurance and annual leave enhancements.

Qualifications

• Experience in new business processes is essential.
• Strong understanding of financial products and client needs.
• Ability to handle multiple applications efficiently.

Responsibilities

• Process new business applications across pensions and investments.
• Issue client documentation and suitability letters.
• Track and chase applications with providers.
• Maintain accurate records in CRM systems.
• Liaise with advisers and clients to ensure smooth processing.

Skills

Financial planning experience

Knowledge of pensions and investments

Organizational skills

Attention to detail

Education

Studying towards professional exams

Job description

New Business Administrator – Financial Planning - Bristol

A well-established and growing wealth management firm is seeking an experienced New Business Administrator to join its financial planning team.

This role focuses on new business processing, supporting advisers and paraplanners with the implementation of client recommendations and ensuring applications progress smoothly through to completion.

Key responsibilities

• Processing new business applications across pensions, investments and protection
• Issuing simple suitability letters and client documentation
• Submitting, tracking and chasing applications with providers
• Updating CRM systems and maintaining accurate client records
• Liaising with advisers, paraplanners, clients and product providers

What they’re looking for

• Previous experience in financial planning or IFA administration
• Strong understanding of new business processes
• Good product knowledge across pensions and investments (protection desirable)
• Highly organised with strong attention to detail
• Studying towards, or open to studying towards, professional exams

Salary

Competitive up to 32k, dependent on experience

Benefits include

• Group Life Cover and Group Income Protection (from day one)
• Private Medical Insurance, Health Cash Plan and Cycle to Work scheme (after probation)
• Employer pension contribution up to 5%
• 25 days annual leave plus bank holidays
• Birthday leave and charity/community day
• Increasing holiday with service

Working hours

Monday to Friday, 9:00am – 5:30pm (1 day from home)

Apply today

to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.