Administration Assistant New Business (Financial Services), Bromsgrove

Resource Matters
10 Aug 2017
30 Aug 2017
Job Type
Contract Type

New Business Administration Support:

Our client, a major name in providing Wealth and Financial Advice (investments, pensions, etc), is seeking an experienced Administrator to join their expanding New Business Team.

This would be an ideal opportunity for someone wishing to develop their early-stage career within Financial Services Admin Support.

You will help log the incoming new business information received from the Financial Advisers and provide administration support with diary chasing and dealing with the daily post.


Ensuring that all New Business that is received either from the IFA (Independent Financial Adviser) via Email or Post is accurately logged into the database.

To be a point of contact for clients, providers and members of the business, both by phone and written correspondence.

Update and manage a diary system, dealing with the relevant new business diary entries within set SLA's (service level agreements) to the conclusion of the new business processing stage.

Liaise with both internal and external stakeholders by telephone, letter and e-mail.

Maintenance of all administration systems, ensuring that all client data is accurate and up to date.

Assist with the management of the IFAs' pipeline of new business.

Use online systems where necessary to obtain information for new business tracking.

Overseeing workflow management and co-ordinating functions within the team.

Acting as support to team members in communications to IFAs re initial case checking.

Acting as a referral point for team members in relation to regulatory queries. Providing administrative support.

Referring any New Business to Compliance that requires a pre-check before submission.

Ensuring that any post received is distributed or dealt with each day.

Accurately scan and attach compliance documents via the internal Document Management System to appointed Case Owner's In-tray.


Relevant work experience within a similar role.

Must have a keen eye for accuracy and attention to detail

Effective organisational and planning skills.

Able to work to deadlines.

Experienced using Microsoft Word and Excel.

Delivery focused, with a drive for quality throughout

Excellent interpersonal and communication skills

Willing to learn and develop

Able to work as part of a team, or if required, under your own initiative

Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm

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