IFA / New Business Administrator

IFA AdministratorLocation: Farnborough (hybrid working available)Salary: £27,000 - £33,500 + excellent benefitsOur client is a well-established, client-focused financial services firm looking to expand their centralised administration and client servicing team. This is a fantastic opportunity to join a collaborative environment, providing end-to-end administrative support across a broad range of financial products.Key responsibilities:Processing new business across investments (ISAs, bonds, investment accounts), pensions, and protection (individual and corporate)Managing cases from submission through to "in force" statusProactively managing pipeline cases in line with SLAsRaising new business invoicesBooking annual review meetingsHandling queries from advisers, clients, and providersMaintaining accurate and compliant client recordsEnsuring documentation is stored correctlySupporting wider team objectives and service standardsExperience required:Previous financial services experience (ideally within an IFA or provider environment)Experience processing new business across multiple product typesStrong administrative and customer service skillsProficiency in Microsoft Word and ExcelMinimum of 5 GCSEs (A-C / 9-4), including Maths and EnglishDesirable:Experience with life, investment, or pensions productsExposure to DB transfersUnderstanding of regulated environments and compliance processesBenefits include:Private medical insurance (self-cover)Income protection (75% of salary for ..... full job details .....