Financial Services Support Professional

4 days ago


Milton Keynes, Milton Keynes, United Kingdom CleverHR Full time
About the Job

We are looking for a skilled New Business Administrator to join our team in Milton Keynes. As a key member of our financial services support team, you will be responsible for supporting advisers and clients with new business processing, data cleansing, and customer service.

Job Responsibilities

Your key responsibilities will include:

  • New business processing and data cleansing
  • Client inquiry management
  • Pension transfer work and drawdown-related matters
  • Adviser query resolution
  • Data input onto client database
  • Group scheme research and quotations
  • Regular client valuations
  • Policy questionnaires
Key Skills and Qualifications

To succeed in this role, you will require:

  • Experience in the financial industry
  • Confident communication skills
  • Highly organized and great time management skills
  • Logical approach to requests and tasks
Salary and Benefits

We offer a competitive salary range of £25,000 - £30,000 per annum, depending on experience. You will also have access to a range of benefits, including the opportunity to work with a well-established independent financial advice firm.



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