New Business Administrator

Premier Jobs UK; Farnborough; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Company pension

Life assurance

Holiday entitlement

Additional employee benefits package

Hybrid working: 4 days office, 1 day h

Job summary

Premier Jobs UK is seeking an experienced New Business Administrator for a professional financial services business supporting private clients. You will handle new business across investments, pensions and protection from application to completion, and maintain compliant client records on back office systems.

Based in Farnborough with hybrid working (4 days office, 1 day home), the role offers a supportive team environment and progression opportunities within a respected practice.

Qualifications

• Essential: financial services administration experience in life, pensions or investment products.
• Essential: experience processing new business or working within an IFA, provider or similar environment.
• Essential: experience liaising with advisers, paraplanners or product providers.
• Desirable: strong understanding of maintaining compliant client records.
• Desirable: confident working with back office systems and Microsoft Office.

Responsibilities

• Process new business across investments, pensions and protection from application through to completion.
• Manage your pipeline effectively and pre-populate application forms.
• Ensure cases progress smoothly to In Force status.
• Work closely with advisers, paraplanners and product providers.
• Maintain fully compliant client records on back office systems.

Skills

Financial services admin

New business processing

Liaising with advisers

Tools

Microsoft Office

Job description

Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients.

As a New Business Administrator, you'll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You'll manage your pipeline effectively, pre-populate application forms, and ensure cases progress smoothly to "In Force" status. Working closely with advisers, paraplanners and product providers, you'll build strong relationships whilst maintaining fully compliant client records on back office systems.

This New Business Administrator position offers

• Variety across ISAs, bonds, investment accounts, pensions and protection
• Autonomy in managing your workload to agreed service levels
• The chance to spot opportunities and contribute to business growth
• A collaborative team environment where you'll support colleagues

New Business Administrator Requirements

• Essential: Financial services administration experience in life, pensions or investment products
• Essential: Experience processing new business or working within an IFA, provider or similar environment
• Essential: Experience liaising with advisers, paraplanners or product providers
• Desirable: Strong understanding of maintaining compliant client records
• Desirable: Confident working with back office systems and Microsoft Office

The Company

You'll be joining a highly professional financial services business providing personalised advice to private clients. Their central support teams ensure advisers and clients receive an efficient, compliant and friendly service throughout the advice process, with a supportive culture offering long-term progression potential.

New Business Administrator Benefits

• Salary: 27,000 - 32,000
• Company pension
• Life assurance
• Holiday entitlement
• Additional employee benefits package
• Hybrid working: 4 days office, 1 day home

Location

This role is based in Farnborough, Hampshire.