IFA / New Business Administrator
hace 2 días
Farnborough
IFA Administrator \n Location: Farnborough (hybrid working available) \n Salary: £27,000 – £33,500 + excellent benefits \n \n Our client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products. \n \n Key responsibilities: \n\n • Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate)\n, • Managing cases from submission through to “in force” status\n, • Proactively managing pipeline cases in line with SLAs\n, • Raising new business invoices\n, • Booking annual review meetings\n, • Handling queries from advisers, clients, and providers\n, • Maintaining accurate and compliant client records\n, • Ensuring documentation is stored correctly\n, • Supporting wider team objectives and service standards\n\n \n Experience required: \n\n • Previous financial services experience (ideally within an IFA or provider environment)\n, • Experience processing new business across multiple product types\n, • Strong administrative and customer service skills\n, • Proficiency in Microsoft Word and Excel\n, • Minimum of 5 GCSEs (A–C / 9–4), including Maths and English\n\n \n Desirable: \n\n • Experience with life, investment, or pensions products\n, • Exposure to DB transfers\n, • Understanding of regulated environments and compliance processes\n\n \n Benefits include: \n\n • Private medical insurance (self-cover)\n, • Income protection (75% of salary for up to 3 years)\n, • Life assurance (4x salary)\n, • Critical illness cover (£50,000 lump sum)\n, • Pension (6% employer / 3% employee)\n\n