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New Business Support Administrator

Location: FARNBOROUGH, HAMPSHIRE, UNITED KINGDOM Salary: 20,000-24,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 9
Posted: about 2 months ago Reference: X3-361875

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.

 

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