New Business Administrator - Worcestershire, United Kingdom - JS Talent Recruitment Specialists

JS Talent Recruitment Specialists

Verified Company

Worcestershire, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

New Business Administrator
JS Talent are working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as a
New Business Administrator.

Our Client is seeking those of you who wish to grow with them as a business in their modern Bromsgrove office with
hybrid working opportunities.

You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

As a
New Business Administrator, you would be working as a team to provide timely and efficient, and accurate processing of new business and service propositions to support the IFA's and the organisation.

Key Responsibilities of a New Business Administrator will include:

Complete compliance and scanning checklists accurately
To be a point of contact for clients, providers, and members of the business
Accurately process new business in accordance with compliance guidelines
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
Setting up correct event lists to ensure handovers to other departments are seamless (e.g., Finance, Investment)
Maintenance of all administration systems, ensuring that all client data is accurate and up to date
Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's
Ensure appropriate documentation is scanned and attached to the relevant client records
Assist with the management of the IFAs pipeline of new business
Ensure new business files are compliant with FCA and company guidelines liaising with the Compliance department where necessary
Understanding the process of new business processing e.g., PPP's, Bonds, ISA's and GIA's
To ensure Financial Planning Propositions are set up correctly
Use online systems where necessary to obtain information for new business tracking
Any other reasonable request made by a Director/Manager of the business

What we are looking for in our ideal New Business Administrator:

Previous experience in a similar role
To strive to be signed off completely by compliance with only 10% of files checked
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

Benefits:

Training and qualifications
We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your threemonth probation
Contributory pension scheme, and deathinservice benefit
Competitive salary and annual discretionary bonus, following one year's service
Health benefit scheme including digital gym subscriptions, dental and optional treatments, and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced Maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

If you or anyone that you know are interested in becoming a part of our growing community as our New Business Administrator, get in touch and click 'APPLY' today

Job Types:
Full-time, Permanent

Schedule: