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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.

apply for Financial Services Administrator (New Business)

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

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Job Description:
CV-Library jobs

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)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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