New Business Administrator

Heat Recruitment; Greater London; Hybrid; GBP 32,000 - 35,000; Full time

Job summary

A mid-size Financial Planning firm in North London seeks a detail-oriented New Business Administrator to support advisers and paraplanners in processing new business in pensions, investments, and protection. You will manage applications, maintain accurate records, and ensure FCA compliance. With a salary of £32,000 – £35,000 and hybrid working, this role offers a chance to join a supportive team and grow your career. Apply now for this exciting opportunity!

Benefits

4% matched pension

Health cash plan

Income protection

Hybrid working (23 days in office)

Qualifications

• Experience in financial services administration, specifically in new business.
• Knowledge of pensions, investments, and protection products.
• Strong organisational and communication skills.

Responsibilities

• Support advisers and paraplanners in processing new business.
• Manage applications and maintain accurate records.
• Liaise with providers and ensure FCA compliance.

Skills

Experience in financial services administration

Strong organisational skills

Strong communication skills

Knowledge of pensions, investments, and protection products

Familiarity with industry tools

Tools

FE Analytics

SelectaPension

Job description

Location

London

Salary

£32,000 – £35,000

Type

Permanent

Workplace

Hybrid

Reference

Ref 89546

Recruiter Managing This Role

Job Title

New Business Administrator Up to £35,000 + Benefits

Location Detail

Finchley, North London | Hybrid (23 days in office)

A growing mid‑size Financial Planning firm in North London is seeking a detail‑oriented New Business Administrator to support advisers and paraplanners in processing new business across pensions, investments, and protection. You’ll play a key role in managing applications, maintaining accurate records, liaising with providers, and ensuring FCA compliance.

What you’ll need

• Experience in financial services administration, specifically in new business
• Knowledge of pensions, investments, and protection products
• Strong organisational and communication skills
• Familiarity with industry tools (e.g., FE Analytics, SelectaPension) is a plus

Benefits

• £32,000 – £35,000
• Hybrid working (23 days in office)
• 4% matched pension, health cash plan, income protection, and more

Ready for your next move? Apply now to join a supportive and growing team!