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Specialist in Wealth Management Operations: Client Onboarding, Client Services, Transfers, Trading, Reconciliations, Cash Management, Payments | ISA,…
Are you detail-oriented, proactive, and passionate about delivering seamless client experiences? We’re looking for a Senior New Business Administrator to join a dynamic and growing financial planning firm.
About the Role
You’ll play a key part in ensuring clients receive smooth and compliant investment and personal recommendation implementations. You’ll collaborate with Financial Planners, Paraplanners, and Investment Managers to turn advice into action - delivering an exceptional service.
In this crucial role, you’ll:
* End-to-end processing of all new business cases – from submission through to platform/provider implementation and confirmation.
* Application accuracy and tracking – ensuring forms are correct, submitted efficiently, and proactively chasing providers for timely turnaround.
* Transfer management – liaising with ceding schemes, monitoring progress, resolving blockers, and keeping clients informed.
* Payments & transactions – handling client payments, drawdowns, switch instructions, fund allocations, and third-party payments.
* Pipeline management – actively managing the pipeline, reporting progress, identifying delays, and escalating risks early.
* Record keeping – maintaining up-to-date and compliant documentation on internal CRM systems and platforms.
We’re looking for someone who:
* Has experience in New Business Processing within financial services
* Understands regulated advice and investment management processes.
* Is highly organised with a sharp eye for detail and accuracy.
* Communicates confidently and professionally, both written and verbal.
* Can work independently but thrives in a team environment.
* Is confident using Microsoft Office, CRMs, and document management systems.
What You’ll Gain
* A collaborative, supportive environment where your contributions are valued.
* Opportunities to expand your skills and progress within financial services.
* Training, development, and exposure to paraplanning and client service improvement projects.
* Hybrid working model and competitive benefits package.
Apply today to be part of a high-performing, client-focused team shaping the future of financial planning delivery.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
* Industries
Financial Services, Investment Advice, and Investment Management
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