We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key.
Key responsibilities include:
* Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients
* Booking annual review meetings
* Raising new business invoices
* Managing the pipeline efficiently and overseeing cases through to completion
* Handling new business queries from Advisers, clients, and providers
The ideal candidate will have:
* Previous Financial Services experience
* Excellent planning and organisational skills, with strong attention to detail
* A professional and friendly telephone manner, with the ability to build rapport with clients
* Strong time management skills
* A collaborative approach and the ability to work effectively as part of a team
* Proficiency in MS Word and Excel
Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check
Salary description
£27000.00 - £35000.00 per year