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- Tasks: Support the Wealth Management team by managing new business processes and client communications.
- Company: Join a dynamic wealth management firm in London with a hybrid working model.
- Benefits: Competitive salary, flexible work environment, and opportunities for professional growth.
- Other info: Exciting career path with potential for advancement in a supportive environment.
- Why this job: Be part of a team that makes a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a willingness to learn about wealth management.
The predicted salary is between 25000 - 35000 £ per year.
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.
NEW BUSINESS ADMINISTRATOR (WEALTH MANAGEMENT) - LONDON employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land NEW BUSINESS ADMINISTRATOR (WEALTH MANAGEMENT) - LONDON
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching common questions for New Business Administrators. Practise your answers and think about how your skills match the role. Confidence is key, so get comfortable talking about your experience!
✨Tip Number 3
Show off your organisational skills! In your conversations, highlight how you manage multiple tasks and keep everything on track. This is crucial for a role that involves processing new business and liaising with clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace NEW BUSINESS ADMINISTRATOR (WEALTH MANAGEMENT) - LONDON
Some tips for your application 🫡
Know the Role Inside Out: Before you start writing your application, make sure you understand what a New Business Administrator does in Wealth Management. Familiarise yourself with the key responsibilities and think about how your skills match up. This will help you tailor your application to show us you're the right fit!
Be Clear and Concise: When you're putting together your application, keep it straightforward. Use clear language and avoid jargon unless it's relevant. We want to see your personality shine through, so don’t be afraid to let us know who you are while keeping it professional.
Highlight Relevant Experience: Make sure to showcase any experience that relates to the role. Whether it's previous admin work or customer service, let us know how your background prepares you for this position. Specific examples can really make your application stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the info you need about the application process there!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you have a solid understanding of the new business process in wealth management. Brush up on the key responsibilities listed in the job description, like submitting forms and updating X-Plan. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Show Your Communication Skills
As a New Business Administrator, you'll be liaising with clients and advisers regularly. During the interview, highlight your communication skills by sharing examples of how you've effectively communicated complex information in the past. This will demonstrate your ability to keep everyone in the loop.
✨Be Ready for Compliance Questions
Since compliance is a big part of this role, expect questions about how you would ensure all cases are signed off correctly. Familiarise yourself with compliance procedures in wealth management and be ready to discuss how you would handle any potential issues.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions. Inquire about the team dynamics, the tools they use for managing new business processes, or how success is measured in this role. This shows your genuine interest and helps you assess if the company is the right fit for you.