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Permanent

New Business Administrator

London
money-bag 32000.00-32000.00 Annual
3085436246
Posted Today

An award winning, highly successful multi-office Wealth Manager requires an experienced New Business Administrator to join it''s vibrant and friendly team based in North London.Competitive base, comprehensive benefits, exam support, and progressionNew Business Administrator - Job DescriptionThe New Business Administrator role will support the onboarding, submission, and servicing of all different forms of financial plans and policies as required. This role involves coordinating with Advisers, Paraplanners, and clients to ensure seamless processing of new business cases, accurate data management, and timely communication.The main duties and responsibilities of this role are as follows (this list is not exhaustive, but a guide):New Business Administrator - Key ResponsibilitiesNew Business ProcessingSubmit all forms of new business following company procedures, including:Business submissionCreate CommPay lodgements for revenue expectationsSet up fund accounts and initial investments with full account details (e.g., account type, mandate)Create and update New Business Events based on case status (on risk, NTU''d, declined, deferred)Ensure cases progress to transfer/completion and plans are placed on riskImplement fund switches and Bed and ISA transactions as requiredEnsure any fees due are receivedUpdate all relevant details and fields within the back-office system to ensure data remains currentCommunication and CoordinationLiaise with Advisers, Paraplanners and clients to keep t

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