New Business Administrator
2 months ago
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 assisting the advisers to achieve New Business issue within theminimum time frame compliantly, effectively and efficiently.
**General responsibilities**
- Making sure all client contact is carried out in a professional and courteous way
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules including Compliance, financial crime (anti-money laundering, data security, anti-bribery, fraud) procedures at all times
- Answer telephone calls; transfer caller to the correct person or take accurate messages and pass to the relevant person without undue delay
- Meet/greet office visitors (occasionally)
- Manage meeting room bookings as required
**Specific responsibilities**
- Send letter of authority (LOA) to providers and request policy information
- Communicate with providers by e mail, letter or telephone
- Deal with incoming and outgoing post
- Scan incoming post and forward to the relevant party in a timely manner
- Proactively chase providers to ensure that LOA has been received by the provider and that all relevant policy information is received and given to the appropriate person/team
- Follow up /chase New Business by contacting the relevant provider; inform the adviser of progress and keep the adviser informed at all times
- Chase advisers for outstanding Trust documents and liaise with client if required
- Sanction search for new clients
- Check New Business submissions from advisers including relevant documentation, input on to the back office system (Finplan) accurately & efficiently
- Chase commission - liaise with providers for outstanding statements; deal with queries
- Prepare invoices and issue to adviser/client for payment to be made
**Relevant experience, skills and knowledge**
**Experience**
- A minimum of 1-2 years’ experience in an administration support role within Financial Services or IFA practice is advantageous
- Understanding of the provision of financial advice to clients in a compliant manner
**Skills**
- Excellent communication skills, both verbal and written
- Ability to work under own initiative
- Excellent organisational skills
- Ability to work under pressure; prioritising own workload
- Attention to detail
- Be able to maintain confidentiality at all times
- Client service focussed
- Work assertively
**Knowledge**
- Knowledge of financial services products (life, pensions, investments, mortgages etc.) and IFA back office systems is required
- Awareness of data protection, money laundering/financial crime/ internet security measures
-
New Business Administrator
1 month ago
London, United Kingdom CMC Markets Full timeROLE AND RESPONSIBILITIES The UK Client Management Team is responsible for UK business development and relationship management for all UK based clients, and also acts as backup for some European offices. - Ensure all account documentation meets regulatory requirements. This includes KYC, AML, appropriateness and sanctions checks - The New Business...
-
New Business Administrator
5 days ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services London 10/02/2023 Type of Position: New Business Administrator - London Pay: Up to £30k **New Business Administrator - 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 4 days in the office. **Main Duties and...
-
New Business Administrator
1 month 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...
-
New Business Administrator
2 weeks ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeOur 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...
-
Apprenticeship in Business Administration
1 week ago
London, United Kingdom Applied Business Academy Full time**Your New Company**: We are looking for Business Admin Apprentice to join our team. **Your New Role**: In your new role you will be learning and developing practical skills as well as delivering presentations. You should be well-organized, flexible, and willing to assist wherever possible. You should focus on helping an organisation to run effectively and...
-
Ifa New Business Administrator
2 days ago
London, United Kingdom Capio Recruitment Full time**Job Title: IFA New Business Administrator** **Salary: £30,000 - £40,000** **Location: London** Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand that money is just one element to wealth management industry. They...
-
New Business Administrator
2 months ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeType 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 Administrator
5 days ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €25,000 - €35,000Type 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 Administrator
9 hours ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €25,000 - €35,000Type 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 Administrator
11 hours ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full time €25,000 - €35,000Type 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...
-
Business Administration Apprentice
1 month ago
London, United Kingdom Intec Business Colleges Full time**I CAN CHARITY** The Business Administration Apprentice support our Office Manager to support day-to-day running of our office in Angel, support home workers, and provide administrative support to the wider organisation, including the senior management team. **Annual wage** £21,749 **Working week** 50% in the office, and 50% working from home,...
-
Finance and Office Administration Officer
1 month ago
London, United Kingdom New Start Full timeFinance 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...
-
Operations Administrator
2 weeks ago
London, United Kingdom Fire Plus Security Full timeFire Plus Security is a growing independent business based in South West London and we’re now looking for a full time Operations Administrator to help support our growth. As an ambitious, innovative and fast paced business we’re looking for a like-minded individual to join our team. As an Administrator, you will be part of a wider Operations team whose...
-
Operations Administrator
1 week ago
London, United Kingdom Fire Plus Security Full timeFire Plus Security is a growing independent business based in South West London and we’re now looking for a full time Operations Administrator to help support our growth. As an ambitious, innovative and fast paced business we’re looking for a like-minded individual to join our team. As an Administrator, you will be part of a wider Operations team whose...
-
Business Development Account Executive
1 month ago
London, United Kingdom Angsana New Business Agency Full timeA motivated Business Development Executive with at least one year of experience is needed to join our team at Angsana based in Covent Garden, London. This is a hybrid working role where you will work 3 days in the office and 2 days from home. You will get excellent training, and there is a lot of scope for progression at Angsana. You will also have the...
-
Business Development Account Executive
1 month ago
London, United Kingdom Angsana New Business Agency Full timeA motivated Business Development Executive with at least one year of experience is needed to join our team at Angsana based in Covent Garden, London. This is a hybrid working role where you will work 3 days in the office and 2 days from home. You will get excellent training, and there is a lot of scope for progression at Angsana. You will also have the...
-
Head of Administration
2 weeks ago
London, United Kingdom Hays Business Support Full timeYour new company A global maritime business going through an exciting period of transformation. This is an excellent time to join a hugely successful business and play a significant part in their planned growth. Your new role As the Global Head of Administration, you will build a team of high-performing professionals to support the current and future high...
-
Administrator
5 days ago
London, United Kingdom Meridian Business Support Full timeEK-75 Posted: 17/11/2023 - £12 to £15 Per: hour - London, South East, - Temporary **Temporary Administrator - Aldgate** 4 week administrator contract with possible extension paying up to £15 per hour.**Are you a team player, willing to learn, and know your way around the admin world? Then this Administrator opportunity is for you. Grow with an expert...
-
Vfx New Business Assistant
1 month ago
London, United Kingdom Atomic Arts Full timeRole Summary: The VFX New Business Assistant will work closely with the new business team to promote our VFX services, build client relationships, and facilitate business growth. This role is instrumental in ensuring our studio's VFX services are effectively marketed and client needs are met. **Responsibilities**: **Sales Support**: - **Sales...
-
Head Of Administration
5 days ago
London, United Kingdom Hays Business Support Full timeYour new company A global maritime business going through an exciting period of transformation. This is an excellent time to join a hugely successful business and play a significant part in their planned growth. Your new role As the Global Head of Administration, you will build a team of high-performing professionals to support the current and future...
