New Business Administrator

2 weeks ago

London, United Kingdom Pinnacle Wealth Management Full time

**Main Purpose of Job**
- To liaise with and guide Financial Advisers to ensure that business submitted is compliant with St. James’s Place and Pinnacle Wealth Management’s quality standards.

**Key Responsibilities of the Job**
- Ensure the maintenance of a “single view of the truth” (Business Submission Register) in so far as data and information management is concerned
- Provide a comprehensive personal and confidential administrative service to all sales advisers
- Compliant submission of New Business cases to Business Assurance.
- Adhere to procedures and systems which will ensure the efficient running of the Administration Team
- To prioritise work appropriately to meet competing demands
- Investigate and respond to adviser queries in a timely manner
- Maintain appropriate filing and record systems, including confidential documents and files to ensure immediate access when required
- Ensure all aspects of regulatory compliance are adhered to in regard to St. James’s Place’s procedures, external regulatory and statutory requirements such as procedures, health and safety etc.
- Assist with monitoring and reporting
- To create a personal development plan and present it to the New Business Manager
- Undertake and lead training on key business areas as required to new team members
- Undertake any other relevant tasks and duties as required by Pinnacle Wealth Management LLP.

**Requirements of the Job**
- Strong and effective communicator.
- Ability to work under pressure and meet deadlines.
- Solution and service orientated.
- Technology savvy and willing to embrace new systems and software.
- Good analytical and decision-making skills.
- Strong influencing skills.
- Discrete and professional in all communication.
- Strong emotional intelligence.
- Effective listener.
- Willingness to challenge in a constructive and non-confrontational manner.
- Organised multi-tasker and effective prioritisation.
- Adaptable and flexible.
- Self-motivated and willing to work at times in isolation and as part of a wider team.

**People Management Responsibilities**

Whilst no direct management responsibilities exist, the need to build strong relationships with each adviser is essential.

**Interpersonal Skills**

Required to influence across the business. High levels of energy and tenacity to promote compliance across 1st line. Strong interpersonal skills

**Salary**: From £30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

**Education**:

- A-Level or equivalent (required)

**Experience**:

- Administrative: 3 years (required)

Work Location: In person

Application deadline: 30/11/2023
Reference ID: NBAdmin

  • New Business Administrator

    4 weeks ago

    London, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in London who are looking for a New Business Administrator to join their team. **Overview of role** To assist with submission of the advisers’ New Business including monitoring progress of New Business Applications, liaising with Insurance Companies, and other providers with the objective of...

  • New Business Administrator

    4 weeks ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: New Business Administrator (Wealth Management) - London Pay: £25k - £35k New Business Administrator (Wealth Management) - London Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Main Duties and...

  • New Business Coordinator

    4 weeks ago

    London, United Kingdom Page Personnel Full time

    Work for a multinational financial services company - Role based in the City of London **About Our Client**: The client is a multinational financial services company with a large office in the City of London. They are looking for a new business coordinator to add to their steady growth. - Coordinate the collection of new business documentation and payments...

  • Finance and Office Administration Officer

    2 weeks ago

    London, United Kingdom New Start Full time

    Finance Property and Administrative Officer RBKC613531 Full Time Job Type Full Time Administer the data that makes Council spending on services possible.   At the Royal Borough of Kensington and Chelsea, we put local people at the heart of everything we do. We aim to spend the money we raise from council tax and business rates wisely, on services...

  • Business Administrator

    4 weeks ago

    London, United Kingdom HM Prison & Probation Service Full time

    **Details**: **Reference number**: - 289758**Salary**: - £26,762 - £28,178**Job grade**: - Administrative Officer- HMPPS Band 3**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Flexible working, Full-time**Number of jobs available**: - 2Contents Location About the job **Benefits**: Things...

  • Business Administrator

    6 days ago

    London, United Kingdom Freemarket Full time

    **JOB DESCRIPTION** An exciting opportunity has become available at Freemarket for a business administrator to join our growing company. Freemarket works with businesses globally to accelerate their growth by giving them access to cross-border payments and currency exchange optimised for their treasury and operational needs. By providing aggregated banking...

  • HR Administrator

    7 days ago

    London, United Kingdom New City College Full time

    We are currently recruiting an HR Administrator to join our HR team. The role will be based primarily between our Tower Hamlets and Hackney Campuses. In this broad role you will work as part of a small team responsible for delivering a high quality HR service across New City College. You will ensure the smooth running of the recruitment and selection...

  • New Business Executive

    4 weeks ago

    London, United Kingdom Freedman Full time

    Our modern world is increasingly influenced by international brands and global marketing campaigns. Consumers have access to a variety of media 24/7, and brands want to embrace this opportunity to reach their customers through different channels. That’s where Freedman comes in. We are insight-driven localisation experts, helping brands connect with people...

  • New Business Development

    4 days ago

    London, United Kingdom Urbancoms Ltd Full time

    **New Business Development Executive** As a Telecoms New Business Executive, you will be working directly with the Director to generate new business leads, grow the sales pipeline and close new business sales. You’ll be expected to generate new leads in the field and close new monthly business on occasions, we would also expect you to develop...

  • New Business Manager

    3 weeks ago

    London, United Kingdom Mustard Jobs Full time

    Our Surrey based integrated design agency is seeking a new business manager on a permanent basis. This role will focus on generating new business opportunities within a B2B environment, lead generation, driving business in line with the clients strategy and a professional marketing agency services offering. Our ideal candidate will have previous experience...

  • Administrative Assistant

    6 days ago

    London, United Kingdom Prodigy business management Full time

    We are seeking an organized and detail-oriented individual to join our team as an Administrative Assistant. In this role, you will be responsible for a variety of administrative tasks, including managing calendars, scheduling appointments, organizing files, answering phones, and providing general support to our team. **Responsibilities**: Manage and...

  • New Business Manager

    3 weeks ago

    London, United Kingdom Mustard Jobs Full time

    Our Surrey based integrated design agency is seeking a new business manager on a permanent basis. This role will focus on generating new business opportunities within a B2B environment, lead generation, driving business in line with the clients strategy and a professional marketing agency services offering. Our ideal candidate will have previous experience...

  • New Business Manager

    2 weeks ago

    London, United Kingdom Mustard Jobs Full time

    Our Surrey based integrated design agency is seeking a new business manager on a permanent basis. This role will focus on generating new business opportunities within a B2B environment, lead generation, driving business in line with the clients strategy and a professional marketing agency services offering. Our ideal candidate will have previous experience...

  • New Business Manager

    1 week ago

    London, United Kingdom TBWA\London Full time

    We are looking for an enthusiastic New Business Manager to join our team. We’re looking for a candidate who is energetic, passionate, and engaged in culture. Working proactively, they must be well-organised, have a strong attention to detail and takes pride in their work to help the department to become a force behind helping to shape TBWA’s future. Do...

  • New Business Manager

    10 hours ago

    London, United Kingdom TBWA\London Full time

    We are looking for an enthusiastic New Business Manager to join our team. We’re looking for a candidate who is energetic, passionate, and engaged in culture. Working proactively, they must be well-organised, have a strong attention to detail and takes pride in their work to help the department to become a force behind helping to shape TBWA’s future. Do...

  • New Business Manager

    2 weeks ago

    London, United Kingdom TBWA\London Full time

    We are looking for an enthusiastic New Business Manager to join our team. We’re looking for a candidate who is energetic, passionate, and engaged in culture. Working proactively, they must be well-organised, have a strong attention to detail and takes pride in their work to help the department to become a force behind helping to shape TBWA’s future. ...

  • New Business Manager

    1 week ago

    London, United Kingdom TBWA\London Full time

    Job DescriptionWe are looking for an enthusiastic New Business Manager to join our team. We’re looking for a candidate who is energetic, passionate, and engaged in culture. Working proactively, they must be well-organised, have a strong attention to detail and takes pride in their work to help the department to become a force behind helping to shape...

  • New Business Manager

    3 weeks ago

    London, United Kingdom TBWA\London Full time

    We are looking for an enthusiastic New Business Manager to join our team. We’re looking for a candidate who is energetic, passionate, and engaged in culture. Working proactively, they must be well-organised, have a strong attention to detail and takes pride in their work to help the department to become a force behind helping to shape TBWA’s future. THE...

  • New Business Manager

    3 weeks ago

    London, United Kingdom TBWA\London Full time

    We are looking for an enthusiastic New Business Manager to join our team. We’re looking for a candidate who is energetic, passionate, and engaged in culture. Working proactively, they must be well-organised, have a strong attention to detail and takes pride in their work to help the department to become a force behind helping to shape TBWA’s future. ...

  • Banking Administrator

    4 weeks ago

    London, United Kingdom Reed Business Support Full time

    We have the pleasure of working with an International Bank who are currently recruiting for TWO Banking Administrators to support their small London team. They are currently based in West London and will be moving to Central London (the three closest underground stations are Holborn, Covent Garden and Temple) in Q2 of this year (between April and...