Financial Services Administrator

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.