New Business Administrator

Day to day

• 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