New Business Administrator

Permanent Contract

Location: Farnborough, Hampshire

Salary: A competitive salary up to 32k depending on the experience you can bring

Closing date: Friday 28th August 2026

As one of the UK’s leading financial planning firms, we’re proud to be a trusted partner to individuals, families, trustees and businesses across the country. Our highly qualified advisers support thousands of clients every year, helping them make confident financial decisions and plan for a secure future.

As a New Business Administrator you will support both consultants and clients through the delivery of a wide range of administrative and customer service activities. You will play a key role in ensuring new business processes run smoothly, providing efficient administrative support, maintaining accurate records, and delivering a high standard of service to clients and internal stakeholders.

Key Responsibilities include:

• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business. Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & providers

We’d love to hear from you if you have:

• IFA or Provider experience
• New business processing experience – ISA, GIA, Pension, DB transfers, Bonds, Protection (maybe not all but a variety of)
• Ability to work under pressure and to SLA’s
• Attention to detail

What’s in it for you?

• We ask you to contribute 3% of your salary to your pension and we’ll put in 6%.
• 25 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, income protection, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives.

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.