Senior New Business Administrator

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Specialist in Wealth Management Operations: Client Onboarding, Client Services, Transfers, Trading, Reconciliations, Cash Management, Payments | ISA,…

Are you detail-oriented, proactive, and passionate about delivering seamless client experiences? We’re looking for a Senior New Business Administrator to join a dynamic and growing financial planning firm.

About the Role

You’ll play a key part in ensuring clients receive smooth and compliant investment and personal recommendation implementations. You’ll collaborate with Financial Planners, Paraplanners, and Investment Managers to turn advice into action - delivering an exceptional service.

In this crucial role, you’ll:

End-to-end processing of all new business cases – from submission through to platform/provider implementation and confirmation.
Application accuracy and tracking – ensuring forms are correct, submitted efficiently, and proactively chasing providers for timely turnaround.
Transfer management – liaising with ceding schemes, monitoring progress, resolving blockers, and keeping clients informed.
Payments & transactions – handling client payments, drawdowns, switch instructions, fund allocations, and third-party payments.
Pipeline management – actively managing the pipeline, reporting progress, identifying delays, and escalating risks early.
Record keeping – maintaining up-to-date and compliant documentation on internal CRM systems and platforms.

We’re looking for someone who:

Has experience in New Business Processing within financial services
Understands regulated advice and investment management processes.
Is highly organised with a sharp eye for detail and accuracy.
Communicates confidently and professionally, both written and verbal.
Can work independently but thrives in a team environment.
Is confident using Microsoft Office, CRMs, and document management systems.

What You’ll Gain

A collaborative, supportive environment where your contributions are valued.
Opportunities to expand your skills and progress within financial services.
Training, development, and exposure to paraplanning and client service improvement projects.
Hybrid working model and competitive benefits package.

Apply today to be part of a high-performing, client-focused team shaping the future of financial planning delivery.

Seniority level

Seniority level
Not Applicable

Employment type

Employment type
Full-time

Job function

Job function
Administrative
Industries
Financial Services, Investment Advice, and Investment Management

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Bristol, England, United Kingdom 2 days ago