At a Glance
- Tasks: Process new business applications and support financial advisers in client recommendations.
- Company: A growing wealth management firm with a focus on financial planning.
- Benefits: Competitive salary, health insurance, generous leave, and pension contributions.
- Other info: Flexible working hours with opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial planning or IFA administration is preferred.
The predicted salary is between 24000 - 32000 £ per year.
A well-established and growing wealth management firm is seeking an experienced New Business Administrator to join its financial planning team. This role focuses on new business processing, supporting advisers and paraplanners with the implementation of client recommendations and ensuring applications progress smoothly through to completion.
Key responsibilities:
- Processing new business applications across pensions, investments and protection
- Issuing simple suitability letters and client documentation
- Submitting, tracking and chasing applications with providers
- Updating CRM systems and maintaining accurate client records
- Liaising with advisers, paraplanners, clients and product providers
What they’re looking for:
- Previous experience in financial planning or IFA administration
- Strong understanding of new business processes
- Good product knowledge across pensions and investments (protection desirable)
- Highly organised with strong attention to detail
- Studying towards, or open to studying towards, professional exams
Salary: Competitive up to 32k, dependent on experience
Benefits include:
- Group Life Cover and Group Income Protection (from day one)
- Private Medical Insurance, Health Cash Plan and Cycle to Work scheme (after probation)
- Employer pension contribution up to 5%
- 25 days annual leave plus bank holidays
- Birthday leave and charity/community day
- Increasing holiday with service
Working hours: Monday to Friday, 9:00am – 5:30pm (1 day from home)
Apply today to be considered for this opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion. Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
New Business Administrator in Bristol employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practise common interview questions, especially around new business processes and client management.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple applications or projects simultaneously. Highlight your attention to detail – it’s key in this role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, if you know someone else looking for a role, refer them and earn a nice bonus!
We think you need these skills to ace New Business Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the New Business Administrator role. Highlight your experience in financial planning and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. We love seeing enthusiasm and a personal touch!
Showcase Your Attention to Detail:Since this role requires strong attention to detail, make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work right from the start!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of being noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions and investments. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Organise Your Thoughts
Since this role requires strong organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of a New Business Administrator.
✨Practice Makes Perfect
Consider doing mock interviews with a friend or family member. Focus on common questions related to new business processes and client interactions. The more you practice, the more comfortable you'll feel during the actual interview.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the team dynamics, the company's approach to professional development, or how they measure success in this role. It shows you're engaged and genuinely interested in the position.
