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
department
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
