Create Email Alert

Email Alert for

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.

Similar Jobs

  • Reed

    Administration Assistant

    Birmingham

    • Ending Soon

    My client are seeking a dynamic and driven individual to join their administration innovative team in the Jewellery Quarter, Birmingham. As a key player in our organisation, you will have the opportunity to work on exciting projects that push the boundaries of technology and creativity. In this role, you will be responsible for: • taking minutes a

    Job Source: Reed
  • Cinnamon Care

    Administration Assistant

    GB

    Administration Assistant £12.58 per hour plus company benefits Full Time- 36hrs per week A Top 20 Care Home Group 2024! Eastcote Park is a stunning and luxurious Care Village in Solihull. We are looking for a full-time Administration Assistant/Receptionist to be the first point of contact at the home. This role requires someone who has a range of s

    Job Source: Cinnamon Care
  • Spirit Executive

    Apprentice Business Administration

    Worcester

    Business Administrator/Social Media Marketing Apprentice - Level 3 / Business/Research/Marketing If you are a committed individual with a positive attitude, ready to contribute to our team's success and prepared to work hard and grow with us, we welcome your application. We want to work with you with your professional development within business, e

    Job Source: Spirit Executive
  • Spirit Executive

    Apprentice Business Administration

    Worcester

    Business Administrator/Social Media Marketing Apprentice Learn more about the general tasks related to this opportunity below, as well as required skills. - Level 3 / Business/Research/MarketingIf you are a committed individual with a positive attitude, ready to contribute to our team's success and prepared to work hard and grow with us, we welcom

    Job Source: Spirit Executive
  • GET STAFFED ONLINE RECRUITMENT LIMITED

    Executive Administration Assistant

    West Midlands

    • Ending Soon

    Executive Administration Assistant – Telecoms Sector - Part-time. Salary £24,000 p.a. pro rata. Our client is looking for a new team member to join their busy Customer Service and Support team. Their office is in the scenic town of Bridgnorth, Shropshire (less than 30 minutes’ drive from Telford, Wolverhampton and Kidderminster). What you want to

    Job Source: GET STAFFED ONLINE RECRUITMENT LIMITED
  • Age UK Birmingham-1

    Volunteer Administration Assistant

    West Midlands

    • Ending Soon

    Time Commitment Hoped : 3-6 hours a day, 1-3 days a week Location : Stratford Place, Birmingham, B12 0HT About the Service Age UK Birmingham and Sandwell is a local branch of the Age UK charity, serving the Birmingham and Sandwell areas in the United Kingdom. We provide various services and support for older people, including social activities, adv

    Job Source: Age UK Birmingham-1
  • Get Staffed Online Recruitment Online Recruitment

    Executive Administration Assistant

    Wolverhampton

    • Ending Soon

    Executive Administration Assistant - Telecoms Sector - Part-time. Salary £24,000 pro rata. Our client is looking for a new team member to join their busy Customer Service and Support team. Their office is in the scenic town of Bridgnorth, Shropshire (less than 30 minutes' drive fr...

    Job Source: Get Staffed Online Recruitment Online Recruitment
  • SF Recruitment (Birmingham)

    New Business Manager

    GB

    • Ending Soon

    SF Recruitment are working with a business based in Birmingham who are looking for talented Sales people to join the business as New Business Managers £36,000 + Bonus As a New Business Manager (Sales), you will play a pivotal role in driving growth and expanding our member base. Your primary responsibilities will include proactively generating and

    Job Source: SF Recruitment (Birmingham)

New Business Administration Assistant

Bromsgrove, Worcestershire, United Kingdom

New Business Administration Assistant

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

As an New Business Administration Assistant, you will work within the New Business Team, completing the logging of New Business received, ensuring the entry of accurate data , maintaining department diary, providing administration support and completing team post duties.

Key Responsibilities as our New Business Administration Assistant will include:

Ensuring that all New Business that is received either from the IFA, Email or Post is accurately logged into the NB workflow.

To be a point of contact for clients, providers and members of the business

Update and manage a diary system, dealing with the relevant new business diary entries within set SLA’s (service level agreements) to the conclusion of the new business processing

Liaise with both internal and external stakeholders by telephone, letter and e-mail

Maintenance of all administration systems, ensuring that all client data is accurate and up to date

Assist with the management of the IFAs pipeline of new business.

Use online systems where necessary to obtain information for new business tracking

Overseeing workflow management and co-ordinating functions within the team.

Acting as support to team members in communications to IFAs re initial case checking.

Acting as a referral point for team members in relation to regulatory queries.

What we are looking for in our ideal New Business Administration Assistant:

Must have a keen eye for accuracy and attention to detail

Effective organisational and planning skills.

Able to work to deadlines.

Experienced using Microsoft Word and Excel.

Delivery focused, with a drive for quality throughout

Excellent interpersonal and communication skills

Willing to learn and develop

Able to work as part of a team, or if required, under your own initiative

Working 4 days in the office and 1 day remotely after successfully passing probation

Benefits of working for AFH:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation

Contributory pension scheme, and death-in-service benefit at 4 x your annual salary

Competitive salary and annual discretionary bonus, following one year’s service

Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies

Flexible working options and competitive holiday allowance, with annual buy and sell scheme options

Loyalty bonus and additional holiday days, based on length of service

Employee referral bonus scheme

Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our New Business Administration Assistant, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you

Apply

Create Email Alert

Create Email Alert

Email Alert for New Business Administration Assistant jobs in Bromsgrove, Worcestershire, United Kingdom

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.