Type of Position: New Business Wealth Administrator - Canterbury
Pay: £25k - £32k
New Business Wealth Administrator - Canterbury
Our client is looking for a New Business Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available. Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new business process and assist to develop where necessary. Submitting all forms of new business. Creating New Business Event 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 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 ensure all tasks are closed off on completion. Fund switches where new business is completed. Any other reasonable task that may be asked of you.
Salary is expected to be in the range of £32k (DOE.) If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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Our client is looking for a New Business Administrator to join their Wealth Management team based in Canterbury. This will be an office based role, parking is available. Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new business process and assist to develop where necessary. Submitting all forms of new business. Creating New Business Event 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 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 ensure all tasks are closed off on completion. Fund switches where new business is completed. Any other reasonable task that may be asked of you.
Salary is expected to be in the range of £32k (DOE.) If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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