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 to develop where necessary. 
• Submitting all forms of new business. 
• Creating New Business Event and updating once on risk / NTU’d. 
• Ensuring that cases are progressed to the point of transfer completion and plans are put on risk. 
• Updating X-Plan with full plan details. 
• Follow 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 to client records. 
• Send communication to client once new plans are in place, along with policy documents, where applicable.
• Send fortnightly communications to the Advisers with updates on their cases.
• Ensure 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 ensure all tasks are closed off on completion.
• Fund switches where new business is completed.
• Any other reasonable task that may be asked of you. 
   

If you are interested in applying for this position then please forward your CV to sam@artemisrecruitment.co.uk