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:

• Processing all new business across investments (ISAs, Bonds, Investment Accounts), pensions, and protection for both individual and corporate clients
• Booking annual review meetings
• Raising new business invoices
• Managing the pipeline efficiently and overseeing cases through to completion
• Handling new business queries from Advisers, clients, and providers

The ideal candidate will have:

• Previous Financial Services experience
• Excellent planning and organisational skills, with strong attention to detail
• A professional and friendly telephone manner, with the ability to build rapport with clients
• Strong time management skills
• A collaborative approach and the ability to work effectively as part of a team
• 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.