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New Business Administrator

Posted 9 March by Search Consultancy Easy Apply Ended

New Business Administrator based in West Sussex.

Competitive salary with good benefits

*Ensure new SIPP applications meet acceptance criteria
* Liaise with financial advisers to request any information or documentation required to process applications received
* Input application data onto the administration systems
* Ensure that financial advisers are kept up to date with the progress of their clients' applications
* Request pension transfers and chasing these through to completion
* Process new pension contributions
* Process incoming pension transfers and contributions and applying these to the relevant clients' SIPP accounts
* Issue welcome packs and other documentation to clients and financial advisers
* Ensure that all new application processing is completed within company SLA and highlighting to management where this is not the case
* Respond to queries from clients and financial advisers about new applications
* Process intermediary applications from new financial advisers
* Assist with the maintenance of the New Business Teams email mailbox
* Process incoming post

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Reference: 34646180

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