We are working with a long standing, established Financial Services firm who are looking to expand their team.
We need someone with previous Financial Services experience ideally within a Life and Pensions environment. Working collaboratively as part of a team it is integral you are a good communicator, that genuinely cares about what you do, attention to detail and IT literacy are also key.
Key responsibilities include:
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Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients
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Booking annual review meetings
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Raising new business invoices
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Managing the pipeline efficiently and overseeing cases through to completion
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Handling new business queries from Advisers, clients, and providers
The ideal candidate will have:
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Previous Financial Services experience
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Excellent planning and organisational skills, with strong attention to detail
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A professional and friendly telephone manner, with the ability to build rapport with clients
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Strong time management skills
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A collaborative approach and the ability to work effectively as part of a team
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Proficiency in MS Word and Excel
Their offices are based in Farnborough but they do offer a hybrid working model 3 days in and 2 days remote. As well as an excellent benefits package, an incredibly supportive team and potential career development and growth if wanted. The successful candidate will be subject to a DBS check
