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New Business Administrator – Berkshire

Job Specification

Financial Services


My client is looking for a New Business Administrator to join their growing business with a team-oriented culture.

Main Purpose of the Role:

  • To provide an efficient and consistent administration service to clients, ensuring high and
    accurate standards of work at all times
  • Develop positive communication and working relationships with both clients and internal
    advisers. Identify and resolve problems that may arise with day-to-day work issues in the
  • You will always be operating under strict regulatory and legislative regulations and
    follow internal procedures and systems
  • The role requires a competent Administrator who can focus on the day to day
    administration, and will be expected to deal with all basic issues that arise, but also have
    the knowledge, expertise and capability to recognise more complex issues, which may need
    to be discussed and resolved in conjunction with compliance
  • To assist the Accounts and Dealing Team with the receipt of new funds and day to day
    Pulse Portfolio enquiries
  • To achieve our client objectives by utilising our own in-house retail investment products and
    investment funds

Duties and Responsibilities:

  • Application processing for all new business (ISA, Offshore and Collective schemes) for
    clients including transfers, surrenders, retirements, annuities, pension transfers and
    investment business including all client communications around these processes
  • Set up client portfolios on dealing system (Pulse)
  • Accurately record, update and respond to client and adviser queries whether via telephone,
    email or in writing. Facilitate good service delivery at all times
  • Liaising with clients and 3rd party companies over the telephone and in writing
  • Provide support and technical expertise in delivering ad-hoc client requests
  • To recognize potential instances of fraud and money laundering and, where agreed, report
    these instances to the Money Laundering Reporting Officer
  • To assist the Compliance Officer in identifying, investigating and rectifying rule breaches
    relating and assist in fulfilling any associated reporting requirements.
  • Act as “mentor” to other administrators at time of new business acquisition
  • Preparation of SIPP review sheet and drawdown review illustration when requested by
    Advisers as part of client meeting pack
  • Ensuring good audit trails on Adviser Office and Volume
  • Deal with all ad-hoc administration queries as requested by the Head of Pension &
    Investment Administration
  • Maintaining and updating the Pension & Investment Administration procedures/manual
  • Contribute to corporate development and prosperity, assist other staff and be involved with
    their training as required
Speak to one of our consultants 0203 764 2350

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