At a Glance
- Tasks: Support the Wealth Management team by managing new business processes and ensuring compliance.
- Company: Join a leading Wealth Management firm in the heart of London.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on career development.
- Why this job: Be part of a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and attention to detail are essential.
The predicted salary is between 50000 - 60000 £ per year.
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.
New Business Administrator (Wealth Management) 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.
We think you need these skills to ace New Business Administrator (Wealth Management)
Understanding of New Business Processes
Attention to Detail
X-Plan Proficiency
Communication Skills
Compliance Knowledge
Organisational Skills
Time Management
