New Business Administrator (Wealth Management)
Advertised by: Artemis Recruitment Consultants
London | Hybrid | £25,000 - £35,000
Permanent | Full-time | 3062660
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
If you are interested in applying for this position then please forward your CV to sam@artemisrecruitment.co.uk
