More jobs:
New Business Administrator; Wealth Management
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-07-27
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-27
Job specializations:
-
Administrative/Clerical
Business Administration -
Business
Business Administration
Job Description & How to Apply Below
Location: City Of London
New Business Administrator (Wealth Management)
Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This is a hybrid working role with 3 days in the office.
Main Duties- Achieve a comprehensive understanding of the new business process and assist to develop it where necessary
- Submitting all forms of new business and creating New Business Events
- Ensuring cases are progressed to the point of transfer completion and plans are put on risk
- Updating X-Plan with full plan details
- Downloading all contract notes and saving to client records
- Sending fortnightly communications to Advisers with updates on their cases
- Ensuring all cases are signed off by the Compliance Department
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