New Business Administrator (Wealth Management)
Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This is a hybrid working role with 3 days in the office.
Main Duties
- Achieve a comprehensive understanding of the new business process and assist to develop it where necessary
- Submitting all forms of new business and creating New Business Events
- Ensuring cases are progressed to the point of transfer completion and plans are put on risk
- Updating X-Plan with full plan details
- Downloading all contract notes and saving to client records
- Sending fortnightly communications to Advisers with updates on their cases
- Ensuring all cases are signed off by the Compliance Department
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New Business Administrator (Wealth Management) in London employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
