Remote New Business Administrator Job in UK Succession Wealth

New Business Administrator Succession Wealth

Grief CounselingOrganization SkillsPresentationsSuccession Planning

Entry-level/graduate -

Our teams of independent Wealth Planners deliver high-quality advice to thousands of clients across the UK.

625+ employees

Financial Services

Role

You will be working closely with the existing team to provide support in the allocation of leads arriving from various sources use our triage system for incoming new business leads and build accurate Management Information
This role will include the potential for suitably qualified and capable individuals to be involved in other exciting projects within Succession Wealth over time
Prioritising sorting and ordering leads so that they can be correctly distributed across our network of Wealth Planners and propositions
Assisting in tracking leads following up with team members on lead progression and feeding back outcomes to the Business Growth Analyst
Involved in the creation and delivery of PowerPoint Presentations with the purpose of communicating statistics and data to stakeholders throughout Succession Wealth
Supporting the Business Growth Analyst in their daily workload

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To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.

Birmingham

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