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New Business Administrator (Wealth Management) - London, London
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Client:
Location:
London, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
bdac2d98bf9b
Job Views:
15
Posted:
12.08.2025
Expiry Date:
26.09.2025
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Job Description:
New Business Administrator (Wealth Management) - London
Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office.
Main Duties and Responsibilities:
* Achieve a comprehensive understanding of the new business process and assist in developing it where necessary.
* Submitting all forms of new business.
* Creating New Business Events and updating them once on risk / NTU’d.
* Ensuring cases are progressed to the point of transfer completion and plans are put on risk.
* Updating X-Plan with full plan details.
* Following the correct procedures to close off transferred / re-broked plans.
* Adding fund accounts and initial funds – including full account details, e.g., risk profile, account type, mandate, etc.
* Downloading all contract notes and saving them to client records.
* Sending communication to clients once new plans are in place, along with policy documents where applicable.
* Sending fortnightly updates to Advisers on their cases.
* Ensuring all cases are signed off by the Compliance Department and all pre-submissions are progressed until completion.
* Liaising with clients to arrange medical appointments.
* Following and updating threads on X-Plan and ensuring all tasks are closed upon completion.
* Processing fund switches when new business is completed.
* Performing any other reasonable tasks as assigned.
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