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- Tasks: Support clients and consultants in processing new business across financial products.
- Company: Established financial services firm with a client-focused approach.
- Benefits: Competitive salary, private medical insurance, income protection, and pension scheme.
- Why this job: Join a collaborative team and gain valuable experience in the financial services industry.
- Qualifications: Experience in financial services and strong administration skills required.
- Other info: Hybrid working options available with excellent career development opportunities.
The predicted salary is between 27000 - 35000 £ per year.
Location: Farnborough (Hybrid Options Available)
Salary: £27,000-£35,000 + Benefits
Our 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 status
- Proactively managing and chasing pipeline cases to completion in line with SLAs
- Raising new business invoices
- Booking annual review meetings
- Handling new business queries from Advisers, clients and product providers
- Maintaining accurate and compliant client records across internal systems
- Ensuring all documentation is correctly stored within document management systems
- Supporting colleagues to meet team and business objectives
Skills & Experience:
- Financial Services experience (IFA or provider background preferred)
- New business processing experience across a variety of products (e.g. ISA, GIA, pensions, bonds, protection not necessarily all)
- Strong administration and customer service skills
- Proficiency in Microsoft Word and Excel (training provided on internal systems)
- 5 GCSEs (grades A-C/9-4) including Maths and English
Desirable:
- Experience within a life, investment or pension environment
- Experience handling DB transfers
- Understanding of regulated environments and compliance processes
Benefits:
- Private Medical Insurance (self cover)
- Income Protection (75% salary for up to 3 years)
- Life Assurance (4x salary)
- Critical Illness Cover (£50,000 lump sum)
- Pension (6% employer / 3% employee)
Locations
New Business Administrator (Financial Services) in Farnborough, Hampshire employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Administrator (Financial Services) in Farnborough, Hampshire
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to new business administration. Think about your past experiences and how they relate to the role. We want you to show off your skills and confidence!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you're keen and professional, which is exactly what firms like ours are looking for.
✨Tip Number 4
Apply through our website for the best chance of landing that New Business Administrator role. We love seeing applications directly from candidates who are excited about joining our team!
We think you need these skills to ace New Business Administrator (Financial Services) in Farnborough, Hampshire
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 services and any relevant new business processing skills. We want to see how your background fits with what we do!
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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Skills: Don’t forget to showcase your administration and customer service skills in your application. Mention your proficiency in Microsoft Word and Excel, as these are key for us. We’re looking for someone who can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like ISAs, pensions, and bonds. Being able to discuss these confidently will show that you're not just familiar with the terms but can also apply them in a practical context.
✨Demonstrate Your Administration Skills
Prepare examples of how you've successfully managed administrative tasks in the past. Highlight your attention to detail and ability to handle multiple cases efficiently, as this role requires strong organisational skills.
✨Showcase Your Customer Service Experience
Think of specific instances where you've provided excellent customer service. This could be resolving queries or managing client relationships. The interviewers will want to see that you can maintain a client-focused approach in a fast-paced environment.
✨Familiarise Yourself with Compliance Processes
Since this role involves working within regulated environments, it’s crucial to understand compliance processes. Brush up on relevant regulations and be ready to discuss how you’ve adhered to compliance in previous roles.