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For Companies At a Glance
- Tasks: Support advisers in processing new business across pensions, investments, and protection.
- Company: Join a growing mid-size Financial Planning firm in North London.
- Benefits: Enjoy hybrid working, a competitive salary, and great perks like a matched pension.
- Why this job: Be part of a supportive team making a real impact in financial services.
- Qualifications: Experience in financial services administration and knowledge of relevant products required.
- Other info: Opportunity to work with industry tools and develop your skills.
The predicted salary is between 32000 - 35000 £ per year.
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 (2–3 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.
New Business Administrator employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions and investments. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in administration roles. Engaging with them can provide insights into the day-to-day responsibilities and may even lead to referrals.
✨Tip Number 3
Research the company’s values and culture. Understanding what they prioritise can help you tailor your conversations during interviews, showing that you’re a good fit for their team.
✨Tip Number 4
Prepare questions to ask during your interview about their processes and tools, like FE Analytics or SelectaPension. This shows your proactive approach and eagerness to contribute effectively from day one.
We think you need these skills to ace New Business Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration, particularly in new business. Emphasise your knowledge of pensions, investments, and protection products to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong organisational and communication skills. Mention specific examples from your previous roles that demonstrate your ability to manage applications and maintain accurate records.
Highlight Relevant Tools Experience: If you have experience with industry tools like FE Analytics or SelectaPension, be sure to mention this in your application. This can set you apart from other candidates and show your readiness for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A well-presented application reflects your attention to detail, which is crucial for the New Business Administrator role.
How to prepare for a job interview at Heat Recruitment Ltd
✨Showcase Your Financial Services Knowledge
Make sure to brush up on your knowledge of pensions, investments, and protection products. Be prepared to discuss how your experience aligns with the requirements of the role, as this will demonstrate your understanding of the industry.
✨Highlight Your Organisational Skills
As a New Business Administrator, strong organisational skills are crucial. Prepare examples from your past work where you successfully managed multiple tasks or projects, showcasing your ability to maintain accurate records and manage applications efficiently.
✨Familiarise Yourself with Industry Tools
If you have experience with tools like FE Analytics or SelectaPension, be sure to mention it during the interview. If not, take some time to research these tools and understand their functionalities, as this could give you an edge over other candidates.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, the company's approach to compliance, or how they support professional development, which can also help you gauge if it's the right fit for you.
