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Financial Services



Type of Position: New Business Processing Administrator - Berkswell
Pay: £30k - £35k

New Business Processing Administrator - Berkswell

Our client is looking for a New Business Administrator to join their Wealth Management team based in Berkswell. 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 Salesforce 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 Salesforce 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. 

If you are interested in applying for this position then please forward your CV to 

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