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New Business Administrator (Wealth Management) - London, London
Client:
Location:
London, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
Job Reference:
bdac2d98bf9b
Job Views:
5
Posted:
02.06.2025
Expiry Date:
17.07.2025
Job Description:
New Business Administrator (Wealth Management) - London
Our client is seeking a New Business Administrator to join their Wealth Management team in London. The role offers a hybrid working model with 3 days in the office.
Main Duties and Responsibilities:
* Develop a thorough understanding of the new business process and assist in its development.
* Handle all forms of new business submissions.
* Create New Business Events and update them regarding risk / NTU status.
* Ensure cases are advanced to transfer completion and plans are flagged as at risk.
* Update X-Plan with complete plan details.
* Follow procedures to close transferred or re-brokered plans.
* Add fund accounts and initial funds, including full account details such as risk profile, account type, and mandate.
* Download and save all contract notes to client records.
* Notify clients once new plans are in place, including sending policy documents where applicable.
* Send fortnightly updates to Advisers about their cases.
* Ensure all cases are approved by the Compliance Department and all pre-submission tasks are completed.
* Coordinate with clients for medical appointments.
* Update and close tasks on X-Plan threads upon completion.
* Manage fund switches for new business cases.
* Perform any other reasonable tasks as assigned.
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