Careers at Holborn Assets Wed, 13 May 2026 16:33:06 +0000 en-US hourly 1 https://holborncareers.com/wp-content/uploads/2021/01/favicon-1.png 32 32 https://holborncareers.com/jobs/admin-assistant-new-business/ Wed, 13 May 2026 16:33:06 +0000 https://holborncareers.com/?post_type=awsm_job_openings&p=7200 Role Description  

• Supporting advisers day to day in the office
• Administration tasks for all new business applications
• Sending applications to providers
• Handling adviser queries (telephone and email)
• Adding clients to back-office systems and Cloud drive
• Checking and processing new client business applications
• Uploading client documents on the back-office systems
• Updating and managing the CRM system
• Processing suitable certifier applications for advisers and submitting them to providers.
• Overseeing new business pipeline
• Communication missing information for applications to advisers
• Dispatching original client documents to providers
• Preparing client policy documents
• Client services – assisting advisers, and clients with any ongoing requirements.
• Anything that may be required.

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