New Business Administrator (Wealth Management)

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