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.