Job Title: New Business Administrator




Location: [North London/ Hybrid




Salary: £28,000 - £34,000 per annum (dependent on experience)




Position Type: Full-time, Permanent



About the Role



We are seeking a detail-oriented and proactive
New Business Administrator to join our dynamic team. In this pivotal support role, you will oversee the onboarding, submission, and ongoing servicing of a wide range of financial plans and policies.



Working closely with Financial Advisers, Paraplanners, and clients, you will play a crucial role in ensuring the seamless processing of new business cases, maintaining flawless data integrity, and delivering exceptional service standards across the firm.



Key Responsibilities




New Business Processing & Case Management

• Accurately submit all types of new business in accordance with internal compliance procedures.


• Set up new fund accounts, mandate details, and initial investments.


• Create CommPay lodgements to track revenue expectations and confirm initial payment receipts.


• Actively track case progression through to transfer/completion, ensuring plans are placed on risk efficiently.


• Implement fund switches, Bed & ISA transactions, and verify receipt of all due fees.

Data & Back-Office Systems Management (Xplan)

• Maintain, update, and audit client records and system fields within Xplan to ensure continuous data accuracy.


• Attach, link, and categorise all documentation, emails, and transaction notes against relevant client plans.


• Monitor and refresh data feeds to ensure alignment across policies.


• Complete daily tasks, workflow events, and accurate time-recording within Xplan in a timely manner.

Communication & Adviser Support

• Serve as a key point of contact for Advisers, Paraplanners, and clients, keeping all parties updated on case timescales and progress.


• Issue application summaries, contract notes, and transaction histories promptly.


• Send client completion communications or brief Advisers on required next steps.


• Coordinate client medical appointments where necessary for underwriting purposes.


• Assist with ad-hoc projects and general administrative tasks to support ongoing client servicing.

Quality Assurance & Compliance

• Conduct thorough pre-submission completeness checks on all application forms.


• Adhere strictly to four-eyes checking protocols for case submissions and trading instructions.


• Work alongside the Finance Team to match initial and ongoing revenue in CommPay.

Key Skills & Experience

• Experience: Proven experience in a New Business, Financial Planning Administration, or Sales Support role within the financial services sector.


• System Knowledge: Hands-on experience with Xplan and revenue systems like CommPay is highly advantageous.


• Technical Understanding: Familiarity with various financial products, investment transfers, Bed & ISA transactions, and fund switching processes.


• Attention to Detail: Excellent accuracy, strong data entry standards, and a commitment to maintaining strict compliance and quality assurance.


• Communication: Clear, professional verbal and written communication skills for liaising with Advisers, clients, and third-party providers.


• Organization: Ability to manage multiple priorities, monitor open tasks, and drive cases to completion independently.

What We Offer

• Competitive salary of £28,000 - £34,000 per annum.


• Opportunities for professional growth and structured career progression.


• Supportive, team-oriented working environment.


• [Insert additional benefits, e.g., Pension, Life Assurance, Flexible/Hybrid working, Study support].

How to Apply



To apply for this role, please submit your CV and a brief cover letter outlining your relevant financial services administration experience.