New Business Administrator

6 months ago


Deal, United Kingdom Templegate Full time

**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**:New Business Administrator

**Location**: Deal

**Benefits**:

- Competitive starting salary which is reviewed every 12 months.
- Working a 35-hour week (finishing at 3 pm on Wednesdays).
- Pension Scheme
- 20 days holiday per year (plus all bank holidays) in addition to an extra day for each year (up to a maximum 25 days).
- As well as regular internal training sessions, you’ll be given the opportunity and funding to study towards industry recognised professional qualifications.
- Great working environment

**Salary**: £30,000

**About the Company**:
Established over 20 years ago, our clients are one of the UK’s leading independent financial advisers. They specialise in providing wealth management advice. Their core ethical values ensure they always act with integrity and professionalism. To help them achieve their mission they need an enthusiastic, passionate individual to join their team.

**What Your Day to Day Duties Will Include**:

- Processing incoming new business
- General administration support for the Adviser Team.
- Routine maintenance of databases.
- Participation in strategic project work.
- Liasing with clients.

**What is Needed to Be Considered for this Role**:

- Experience in a financial services or wealth management environment.
- Experience of working with the Intelligent Office System (IO).
- Experience of working in an environment adhering to the FCA principles. Experience of working with client sensitive information within the requirements of the Data Protection Act.
- Passionate and detail oriented - always crossing the ‘T’s and dotting the ‘I’s.
- Great people skills - adaptable and agile with your approach to others.
- Persistent - you see things through to completion.
- Quick to learn and understand.
- Extensive office administration experience.
- Ability to identify & prioritise tasks to meet required timescales.
- Good knowledge of Microsoft Word & Excel.
- Experience of accurately maintaining databases & spreadsheets.
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for._

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

**Experience**:

- Financial planning administration: 1 year (preferred)

Work Location: In person

Reference ID: 1641



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