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.)
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