Financial Services Administrator (New Business) job in Farnborough, Hampshire

Apply for Financial Services Administrator (New Business) job in Farnborough, Hampshire, Hampshire, United Kingdom. Accounting/Financial/Insurance jobs in Farnborough, Hampshire.



Job Title: Financial Services Administrator (New Business)
Job Type: Permanent
Location: Farnborough, Hampshire
Salary:
Company: CV-Library
Category: Accounting/Financial/Insurance
Benefits:



Job Description:

A Financial Services Administrator (New Business) is required for an award winning financial advice business working within their centralised client servicing and administration unit. Based in Farnborough.

Duties are as follows:
* Process all new business (investment accounts, ISA's, Bonds, Pensions)
* Arrange annual review meetings
* Raise business invoices
* Pipeline management
* Deal with new business queries
* Communicate with advisors, clients and providers

Skills required:
* 5 GCSE's grades A-C/9-4 including Maths and English
* Knowledge of Microsoft Word and Excel
* Strong planning, administration and customer service skills
* Excellent communication and time management skills
* Accurate data entry
* Excellent attention to detail
* Experience within a IFA and especially in a life, investment and pension environment

For further information please contact Stephanie Ward on (phone number removed)

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