Financial Planning Administrator , Client Services , Wealth Management

JJ SEARCH LIMITED; Greater London; On-site; GBP 28,000 - 35,000; Full time

Job summary

An established Investment Management firm, JJ SEARCH LIMITED, is seeking a Financial Planning Administrator to provide client services support. The role involves onboarding clients, implementing financial advice, and conducting general administration while ensuring high standards of service to wealthy individuals. Candidates should have 1-2 years of experience in a similar role and a strong commitment to client service.

Qualifications

• 1-2 years’ experience in Financial Planning administration or Wealth Planning Support.
• Strong focus on providing a high level of client service.
• Experience with pension administration is beneficial.

Responsibilities

• Provide client services support to Financial Planners and Directors.
• Onboard new clients and implement financial advice.
• General administration including client queries and financial planning support.

Skills

Client Service

Time Management

Attention to Detail

Job description

This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Salary 28-35K (depending on experience)

The Company:

An established Investment Management firm with UK and International clients. Specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice.

The Role:

The Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals.

The Financial Planning Administrator will provide Client Services Support to Financial Planners and Directors, maintaining high standards that they offer their clients.

The Client Service Support work will consist of client onboarding (setting up new clients on the system), implementation of financial advice – liaison with pension and product providers. Pre-completion of forms for new and transferring pensions, protection and ISAs, and submission of forms to providers.

Investment implementation will also form part of the role - placing trades with platform providers to implement investment advice.

The Financial Planning Administrator will provide general administration including client queries, correspondence and client valuations, fees, as well as general Financial Planning research and support including writing reports.

There will be opportunity for development within the Financial Planning Client Services team both in dealing with more complex client matters and a broad and varied product range.

The Candidate

1-2 years’ experience in a Financial Planning administration / Wealth Planning Support.

A strong focus on providing a high level of client service.

Experience pension administration and life business would be beneficial.

Well-organised and with strong time management skills.

Professional and meticulous – strong attention to detail.

Committed to learning and developing.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Analyst, and Other

• Industries

  Investment Management, Financial Services, and Investment Banking

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