IFA New Business Administrator

About the role

Our client, a well‑established financial services firm, is seeking an IFA New Business Administrator to join their centralised administration and client servicing team in Farnborough. The role offers hybrid working and involves end‑to‑end support for a range of investment, pension and protection products.

Key responsibilities

• Process new business across investments (ISAs, bonds, investment accounts), pensions and protection (individual and corporate).
• Manage cases from submission through to “in force” status.
• Proactively manage pipeline cases in line with service level agreements.
• Raise new business invoices.
• Book annual review meetings.
• Handle queries from advisers, clients and providers.
• Maintain accurate and compliant client records.
• Ensure documentation is stored correctly.
• Support wider team objectives and service standards.

Required profile

• Previous financial services experience, ideally within an IFA or provider environment.
• Experience processing new business across multiple product types.
• Strong administrative and customer service abilities.
• Minimum of 5 GCSEs (A–C / 9–4), including Maths and English.

Required skills

• Proficiency in Microsoft Word.
• Proficiency in Microsoft Excel.

What we offer

• Private medical insurance (self‑cover).
• Income protection (75% of salary for up to 3 years).
• Life assurance (4× salary).
• Critical illness cover (£50,000 lump sum).
• Pension contribution (6% employer / 3% employee).