Location: Farnborough (hybrid working available)
Salary: £27,000 – £35,000 + excellent benefits
Our 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” status
* Proactively managing pipeline cases in line with SLAs
* Raising new business invoices
* Booking annual review meetings
* Handling queries from advisers, clients, and providers
* Maintaining accurate and compliant client records
* Ensuring documentation is stored correctly
* Supporting wider team objectives and service standards
Experience required:
* Previous financial services experience (ideally within an IFA or provider environment)
* Experience processing new business across multiple product types
* Strong administrative and customer service skills
* Proficiency in Microsoft Word and Excel
* Minimum of 5 GCSEs (A–C / 9–4), including Maths and English
Desirable:
* Experience with life, investment, or pensions products
* Exposure to DB transfers
* Understanding of regulated environments and compliance processes
Benefits include:
* Private medical insurance (self-cover)
* Income protection (75% of salary for up to 3 years)
* Life assurance (4x salary)
* Critical illness cover (£50,000 lump sum)
* Pension (6% employer / 3% employee)
Salary description
£27000.00 - £35000.00 per year