New Business Administrator (Financial Services)
New Business AdministratorLocation: Farnborough (Hybrid Options Available)Salary : £27,000 - £35,000 + BenefitsOur client, a well-established and client-focused Financial Services firm, is seeking a New Business Administrator to join their centralised administration and client servicing team based in Farnborough.This is an excellent opportunity to join a collaborative Business Support team, providing end-to-end administrative support across a range of financial products. Working as part of our Business Support Centre, you will support consultants and clients through the end-to-end new business process, ensuring cases are handled efficiently, accurately and in line with service level agreements.Your responsibilities will include:Processing new business across investments (ISAs, Bonds, Investment Accounts), pensions and protection (individual and corporate)Managing cases from submission through to "In Force" statusProactively managing and chasing pipeline cases to completion in line with SLAsRaising new business invoicesBooking annual review meetingsHandling new business queries from Advisers, clients and product providersMaintaining accurate and compliant client records across internal systemsEnsuring all documentation is correctly stored within document management systemsSupporting colleagues to meet team and business objectivesSkills and ExperienceFinancial Services experience (IFA or provider background preferred)New business processing experience across a variety of produc
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