New Business Administrator

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
- Experience processing new business or working within an IFA, provider or similar environment
- Experience liaising with advisers, paraplanners or product providers

Desirable:
- Strong understanding of maintaining compliant client records
- 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.

Ready to take the next step in your career? Apply today to become our New Business Administrator!

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