At a Glance
- Tasks: Manage new business processes in financial services, ensuring smooth client journeys.
- Company: Join a professional financial services firm with a supportive culture.
- Benefits: Competitive salary, hybrid working, pension, and additional perks.
- Other info: Great career progression opportunities in a collaborative team environment.
- Why this job: Be at the heart of client interactions and contribute to business growth.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 27000 - 32000 £ per year.
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!
New Business Administrator in Hampshire employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Administrator in Hampshire
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace New Business Administrator in Hampshire
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
