Full job descriptionWe are working with a growing financial services firm 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
*
If you are interested in finding out more, please get in touch with Josie at Artemis Recruitment to apply or discuss the opportunity further.