New Business Administrator (Wealth Management) - London

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New Business Administrator (Wealth Management) – London, London

Client:

Location:

London, United Kingdom

Job Category:

Other

–

EU work permit required:

Yes

Job Reference:

bdac2d98bf9b

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

Job Description:

New Business Administrator (Wealth Management) – London

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

Main Duties and Responsibilities:

• Develop a thorough understanding of the new business process and assist in its development.
• Handle all forms of new business submissions.
• Create New Business Events and update them regarding risk / NTU status.
• Ensure cases are advanced to transfer completion and plans are flagged as at risk.
• Update X-Plan with complete plan details.
• Follow procedures to close transferred or re-brokered plans.
• Add fund accounts and initial funds, including full account details such as risk profile, account type, and mandate.
• Download and save all contract notes to client records.
• Notify clients once new plans are in place, including sending policy documents where applicable.
• Send fortnightly updates to Advisers about their cases.
• Ensure all cases are approved by the Compliance Department and all pre-submission tasks are completed.
• Coordinate with clients for medical appointments.
• Update and close tasks on X-Plan threads upon completion.
• Manage fund switches for new business cases.
• Perform any other reasonable tasks as assigned.

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