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Business Administrator
2 months ago
Artemis Recruitment Consultants Ltd is seeking a highly skilled New Business Wealth Administrator to join their Wealth Management team based in Canterbury. This office-based role offers a competitive salary of £25k - £32k.
Key Responsibilities:- Develop a comprehensive understanding of the new business process and contribute to its development where necessary.
- Submit all forms of new business and ensure timely completion.
- Manage New Business Events and update records accordingly.
- Progress cases to transfer completion and ensure plans are put on risk.
- Add fund accounts and initial funds, including detailed account information.
- Download contract notes and save to client records.
- Communicate with clients regarding new plans and policy documents.
- Liaise with clients to arrange medical appointments and facilitate fund switches.
- Ensure compliance with all regulatory requirements and pre-submissions are progressed to completion.
This role requires strong organizational and communication skills, with the ability to work effectively in a team environment. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.
