recruitment22
New Business Administrator – Financial Services (City of London)
Location: City of London
Salary: £35,000 – £40,000 DOE + company bonus
A well-established independent financial advisory and investment management firm is seeking a New Business Administrator to join its city-based team.
This is an excellent opportunity for a detail-oriented and motivated individual to support advisers in delivering a high-quality, bespoke service to private and corporate clients.
You will play a key role in processing and managing new business, ensuring accuracy, compliance and efficiency across all client activities, while gaining exposure to investment products and portfolio management.
Key Responsibilities
- Process and prepare new business applications
- Obtain quotations and manage workflows (XPlan)
- Prepare KYC and fee disclosure documentation
- Check and issue contract notes
- Maintain accurate client records and ensure compliance
- Liaise with advisers, clients and providers to resolve queries
- Prepare client meeting packs
- Assist with investment and product analysis
- Support advisers with research and reporting
- Set up and manage workflows for new business
Requirements
- Experience in financial services administration is essential
- Strong Microsoft Office skills
- Excellent attention to detail and organisation
- Confident communication and professional manner
- Ability to manage workload in a fast-paced environment
- Good numerical skills and a proactive approach
If you would like to apply please send your CV via the link and we will be in touch if you have been successfully shortlisted.
To apply for this job please visit www.reed.co.uk.
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