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 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.