New Business Administrator

Pier Recruitment Ltd
15 Apr 2018
14 May 2018
Contract Type
Full Time

New Business Administrator
Salary: £18,000 - £23,000 DOE
Location: Hove
Hours: 9am-5pm Mon-Fri

My client is looking for an articulate and confident New Business Administrator to join their friendly and professional team based in Hove. The ideal candidate will have a financial services background and will provide administration support to the advisers and their clients. Previous IFA admin experience is essential.

Duties and responsibilities:
* Ensuring applications received are complete
* Submitting new business via online or post
* Attention to detail is a must
* Chasing new business
* Updating Intelligent Office
* Handling sensitive and confidential information
* Liaising with adviser regularly
* Conducting of research for appropriate providers and investments
* Client management
* Ensuring research and compliance requirements are adhered to

Skills and experience required:
* Previous experience of working in Financial Services (IFA) is essential
* Holding, or currently studying towards, a Financial Services qualification (certificate / diploma) is desirable
* Experience in client management
* Strong communication and time management skills
* Proactive and flexible attitude
* Excellent attention to detail and accuracy
* Strong administrative skills

The successful candidate will provide support including preparing and submitting applications, trust forms, preparation of quote requests and valuations, amongst other duties in assisting the department with client management.

If you are interested in this position then please contact Rubi Taylor on or apply today!

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service.

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