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Radley Recruitment
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Farnborough, Hampshire
New Business Administrator (Financial Services)
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
New Business Administrators - (Financial Services) Salary £24,000 - £28,000 DOE bonus pension excellent benefits Based: Hampshire Our Client, a market leading Financial Services Company provides financial advice to Private High Net Worth individuals and successful SME’S. They are looking for individuals with Business Support experience gained within the financial services industry . You will be supporting Advisers in their day to day jobs. Key Responsibilities of the role: Support Financial Advisors with the delivery of administration support focusing on new business and client servicing Carry out processing of new business cases Update back office systems, ensure accurate client data throughout the sales process To promote teamwork by helping colleagues and consultants to meet client service requirements Organise and manage time to ensure delivery of SLA’s to meet consultant and client expectations both in terms of timeliness and quality Building relationships over the telephone with both Clients and Product Providers Build relationships with internal colleagues Operating within the company’s Treating Customers Fairly Principles Candidate Requirements: Ideal candidates will have 2-3 years experience working within Financial Services specifically for a firm of IFA’s or within a wealth management company Will have a good understanding of a range of financial service products- such as life cover, pensions, investments etc. Will have experience of supporting IFA’s / paraplanners and consultants within your current role or speaking to them on the telephone via your role Diploma 4 or relevant financial qualifications would be desirable or a willingness to study Good organisation and time management skills Proficient in Excel and Word and at accurate record keeping Strong communication skills and excellent team player This is an excellent opportunity to join a market leading Business and progress your career in business support. Full training will be provided for the successful candidate on our Client’s business process, workflow and back-office system. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.