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Jobs › Finance › New Business Administrator
New Business Administrator
Job Details:

***An established Financial Services Institution are seeking a New Business Administrator for their central Bath offices.

Main responsibilities include:-

* Inputting new business to 1st adviser.
* Following new business through to completion, including diary management, corresponding/conversing with product providers and clients.
* Preparing valuations for clients. 
* Audio typing as required 

Key competencies:-

* Computer literate.
* Good oral and written communication skills.
* Good standard of numeracy 
* Ability to prioritise workload and work to tight deadlines.
* Basic knowledge of life assurance, pensions and investment products 

Qualifications:-

* Good standard of general education. 
* Certificate in Financial Planning/Financial Administration Certificate or equivalent (or at least some progress towards a relevant qualification) an advantage.

Excellent career progression for the right candidate*** 


Location: Bath
Salary: £13,000 - £16,000 dependant on experience

To Apply for this job please click here

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