Administrator

Plannex Property Management Ltd; Greater London; Hybrid; GBP 33,000 - 36,000; Full time

Benefits offered by this job

24 days annual leave

Pension scheme

Group Life Assurance

Group Income Protection

Electric car scheme

SIP share scheme

Cycle to Work

Private Medical Insurance

Flexible & Remote Working Policy

Job summary

EQ in London near Monument is seeking an Administrator to join the Financial Planning Client Servicing Team. You will support financial planners and paraplanners through onboarding, data input, and responding to client and provider inquiries with accuracy and speed.

Ideal candidates have 2–5 years’ wealth management experience, strong communication, and meticulous attention to detail to ensure first-class service for clients.

Qualifications

• 2–5 years of industry experience, ideally in wealth management/IFA environments.
• Strong product knowledge and excellent communication with clients and colleagues.
• Proven ability to navigate provider platforms and client management systems.
• Experience processing applications and onboarding using provider websites.
• Ability to work in a task management system and manage own workload.
• Independent team player with initiative and strong attention to detail.

Responsibilities

• Adhere to EQ policies and internal SLAs.
• Gather policy information for new clients and input data into internal systems.
• Provide prompt, professional responses to client and provider queries in writing and verbally.
• Oversee onboarding of new clients with accurate documentation.
• Collaborate with Financial Planners and Administrators on tasks.
• Assist with accounts opening, funding and investment setup as proposals are implemented.
• Manage ongoing client account administration and support senior team members on complex work.

Skills

Excellent product knowledge

Excellent communication

Provider platforms experience

Client management systems

Ability to process applications

Task management

Workload prioritisation

Self-motivation

Attention to detail

Tools

Provider platforms

Client management systems

Job description

EQ is an award-winning wealth manager with over c70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. We are based in London near London Bridge.

EQ is also Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.

Role

This is an opportunity to join an established administration and support function and to be an integral member of EQ’s Financial Planning Client Servicing Team. The Administrator will be a key part of the wider financial planning team.

With regular interactions with external third parties (Platforms/Providers) as well as internally with Financial Planners, Paraplanners and other Administrators, the role will suit an individual with an adaptable and flexible working style, an ability to prioritise and manage workloads and strong communication skills.

The candidate will report to the Head of Administration at EQ.

Knowledge & Experience

• 2-5 Years’ industry experience – 1-2yrs within a wealth management/IFA environment
• Excellent product knowledge
• Excellent communication abilities and confident dealing with customers and colleagues in any situation
• Confident with using a variety of provider platforms/Client management systems
• Ability to process new applications and business using provider websites and platforms – experience of different Investment platforms is key
• An ability to work within a task management system
• Ability to prioritise and manage your own workload
• Self-motivated with the ability to work as part of a team and independently
• Problem solver that shows initiative
• Strong attention to detail

Role & Responsibilities

• You will adhere to existing EQ policies and procedures and working within agreed internal service level agreements
• The role with involve regular administrative duties such as gathering of policy information for new clients, inputting client data onto internal systems and dealing with ad hoc enquiries from existing clients
• You will be required to give prompt and professional responses to both client and provider queries both verbally and in writing
• You will be responsible for the onboarding of new clients ensuring a first-class experience for the client from the outset including the accurate production of documentation required for clients
• You will adhere to existing EQ policies and procedures and working within agreed internal service level agreements
• You will work as part of a larger team of administrators to assist the Financial Planners with a range of tasks
• You will implement proposals for our clients ensuring that accounts are opened, funded, and invested correctly
• You will be responsible for the ongoing management of client accounts
• You will assist and be assisted by the senior members of the team in the completion of more complex work items

Salary & Benefits

The role is a full-time position based at our office near Monument in London with a competitive salary (£33,000 – £36,000) depending on experience + discretionary bonus. Other benefits include:

• 24 days annual leave
• Auto enrolled into the company pension scheme after 3 months employment – matched employer contributions up to 6% of salary
• Group Life Assurance (4 x Salary) & Group Income Protection (75% of Salary)
• Opportunity to join electric car scheme and SIP share scheme after a year’s employment
• Cycle to Work Scheme
• Private Medical Insurance
• Support with future professional qualifications
• Flexible & Remote Working Policy in operation