My client is a well-established, multi-award winning financial advice business looking to expand their team. My client is seeking a hard working New Business Administrator to join their Farnborough team.
Duties as Followed:
Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
Book annual review meetings
Raise new business invoices
Managing pipeline – seeing the case through to completion
Provide assistance with New Business queries from Advisers, clients & provides
Skills / Experienced Required:
5 GCSE’s grades A-C/9-4, including Maths & English
Experienced in using Microsoft Word and Excel
Strong administration, customer service experience
2 years Financial Services experience
This is an excellent opportunity for an experienced individual to join a successful practice. If you think you are a suitable individual with the right skills please get in touch.