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New Business Administrator

1 month ago

London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Our client is looking for a New Business Administrator to join their Wealth Management team in London. This will be a hybrid role with three days in the office.

Main Duties and Responsibilities:-

  • Achieve a comprehensive understanding of the new business process and assist in developing where necessary.
  • Submitting all forms of new business.
  • Creating New Business Events 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 the 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 ensuring all tasks are closed off on completion.
  • Fund switches where new business is completed.

If you are interested in applying for this position, then please submit a copy of your CV to Josie at Artemis Recruitment.

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