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Posted 23 days ago

Advance your career and join a tight-knit team of professionals in an independent medium sized organisation which offers a great environment, where you can make a real difference and have the opportunity to develop and grow.

Along with an excellent benefits package you will have the chance to make a real difference to the company and their clients on a daily basis.

As New Business Administrator, you will provide a professional and efficient support service, reviewing and administering new business applications.

 Responsibilities will include:

  • Assisting the New Business Director and Client Directors to respond to new business enquiries 

  • Arranging and coordinating New Business Committee Meetings, taking minutes and tracking action points through to completion

  • Liaising with clients and their advisors in relation to the gathering of due diligence, ensuring AML and CFT obligations have been met 

  • Creating and accurately maintaining client records 

  • Preparing documentation, including fee proposals, management service agreements and research 

Experience and skills required:

  • Previous experience in a similar role 

  • Ability to prioritise and manage multiple tasks 

  • Excellent interpersonal and communication skills

  • Good attention to detail 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.