New Business Administrator (Wealth Management) - London

Type of Position : New Business Administrator (Wealth Management) - London

New Business Administrator (Wealth Management) - London

Our client is seeking a New Business Administrator to join their Wealth Management team based in London. This role offers a hybrid working arrangement with 3 days in the office .

Main Duties and Responsibilities :

• Develop a thorough understanding of the new business process and assist in its development where necessary.
• Submit all forms of new business.
• Create New Business Events and update them on risk / NTU’d.
• Ensure cases are progressed to transfer completion and plans are flagged on risk.
• Update X-Plan with full plan details.
• Follow procedures to close off transferred / re-brokered plans.
• Add fund accounts and initial funds, including full account details such as risk profile, account type, mandate, etc.
• Download and save all contract notes to client records.
• Communicate with clients once new plans are in place, including sending policy documents where applicable.
• Send fortnightly updates to Advisers on case progress.
• Ensure all cases are signed off by the Compliance Department and all pre-submission tasks are completed.
• Liaise with clients to arrange medical appointments.
• Update and follow threads on X-Plan, ensuring all tasks are closed upon completion.
• Manage fund switches when new business is finalized.
• Perform any other reasonable tasks as assigned.

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