IFA Administrator
19 hours ago
Farnborough
We are working with a growing financial advice firm in Farnborough looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment. You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion. Key Responsibilities: • Processing new business including investments, pensions and protection, • Managing pipelines and seeing cases through to completion, • Booking annual review meetings, • Raising invoices and handling new business queries, • Supporting advisers, clients and providers with administrative requests, • Ensuring all work is completed accurately and within agreed service levels About You: • Previous experience within financial services, IFA or provider environment, • Strong administration and organisational skills, • High attention to detail and accuracy, • Confident communicator with the ability to build client rapport, • Proficient in Microsoft Office, particularly Word and Excel, • Able to work under pressure and manage multiple priorities Benefits: • Private Medical Insurance, • Income Protection, • Life Assurance, • Critical Illness cover, • Competitive pension, • Supportive and collaborative team environment