We are working with a long standing, established Financial Services firm who are looking to expand their team. We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key. Key responsibilities include:Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clientsBooking annual review meetingsRaising new business invoicesManaging the pipeline efficiently and overseeing cases through to completionHandling new business queries from Advisers, clients, and providersThe ideal candidate will have:Previous Financial Services experienceExcellent planning and organisational skills, with strong attention to detailA professional and friendly telephone manner, with the ability to build rapport with clientsStrong time management skillsA collaborative approach and the ability to work effectively as part of a teamProficiency in MS Word and ExcelTheir offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check.