New Business Administrator
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.
We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.
As an New Business Administrator, you will work within the New Business Team, processing New Business and service propositions to support AFH financial advisers and the business' organisational strategy.
Key Responsibilities as our New Business Administrator will include:
1. Completing compliance and scanning checklists accurately
2. To be a point of contact for clients, providers and members of the business
3. Accurately process new business in accordance with compliance guidelines
4. Update and manage a diary system, dealing with the relevant new business diary entries within set SLA's (service level agreements) to the conclusion of the new business processing
5. Setting up correct event lists to ensure handovers to other departments are seamless (e.g. Finance, Investment)
6. Liaise with both internal and external stakeholders by telephone, letter and e-mail
7. Maintenance of all administration systems, ensuring that all client data is accurate and up to date
8. Maintenance of diary management...