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New Business Administrator

  • Salary: Negotiable
  • Location: Bromsgrove, Worcestershire
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    01 Jul 2021
  • Job reference: 35856

A national IFA practice, with an outstanding culture, vision and values. Looking to grow the business rapidly due to ongoing acquisitions.

This opportunity will see you working out of either the Birmingham office or the Bromsgrove office.


  • 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)
  • 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
  • Maintenance of diary management system, ensuring that daily work-flow 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 to submit applications (excluding Protection)
  • Use online systems where necessary to obtain information for new business tracking
  • Any other reasonable request made by a Director/Manager of the business


  • Ideally 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

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