Looking to advance your career in financial services? A wealth solutions company is recruiting for a Senior New Business Administrator to deliver exceptional service and ensure seamless application processing
The Role
Be the backbone of new business operations, providing vital support to advisers and clients
About You
You'll bring a proactive mindset and excellent organisational abilities to this busy and varied role
The Reward
The Role
Be the backbone of new business operations, providing vital support to advisers and clients
- Process new business applications accurately and efficiently
- Produce and maintain documentation for Source of Wealth, Territory Decisions and KYC/AML
- Respond to client and adviser queries, ensuring satisfaction and resolution
- Contribute to team success by mentoring junior staff and sharing expertise
- Ensure all tasks adhere to regulatory compliance and company policies
About You
You'll bring a proactive mindset and excellent organisational abilities to this busy and varied role
- Experience in financial services or a customer-facing administration role
- Strong Microsoft Office skills, including Word and Excel
- Ability to prioritise tasks and manage deadlines effectively
- Exceptional communication and teamwork skills
- A strong understanding of AML/KYC requirements
- Commitment to providing excellent customer outcomes
The Reward
- Competitive salary and opportunities for professional growth
- Work in a dynamic, fast-paced environment
- Collaborate with a supportive team committed to excellence
- Gain exposure to a wide variety of financial products and services
- Comprehensive training and development opportunities