Financial Planning Administrator , Xplan , Client Services , Wealth Management

JR United Kingdom; City Of London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A prominent investment management company in London seeks a Financial Planning Administrator to provide critical administrative support in wealth management. The successful candidate will assist financial advisors with client communications, manage business applications, and possess strong skills in financial products. Candidates should be numerate, well-organized, and ideally familiar with industry tools like Xplan.

Qualifications

• Experience in Financial Planning Client Administration.
• Good knowledge of financial products such as pensions and investments.
• Educated to A Level standard.

Responsibilities

• Provide high-level support to financial advisors and manage documentation.
• Processing new business applications and managing client communications.
• Perform CRM database administration and assist with compliance documents.

Skills

Time Management

Communication

Client Administration

Knowledge of Financial Products

Numerate

Education

A Level or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM databases (e.g., Intelliflo)

Xplan

Job description

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Financial Planning Administrator, Xplan, Client Services, Wealth Management, London (City of London)

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Client:

JJ SEARCH LIMITED

Location:

London (City of London), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

The Client

A leading Investment Management company offering a range of Investment Services and Financial Planning to Private High Net Worth Individuals.

The Role

This is an exciting opportunity for an individual to join a team performing various administrative support tasks in a Wealth Management environment.

The Financial Planning Administrator will have experience in financial planning / IFA client services and will provide high-level support to a team of Financial Advisors.

The role involves liaising and communicating effectively with external clients, internal stakeholders, Insurance Companies, External Platform Providers, and Investment Managers.

The Financial Planning Administrator will support the Financial Planning Team in acquiring new business and assist Financial Advisers or Wealth Consultants with detailed research (quotes, product selection, existing product review) in preparation of recommendations and review reports.

Responsibilities include processing new business applications, following up on medicals if required, managing income, and distributing policy documents to clients.

The role also involves performing CRM database administration, assisting with diary management, preparing valuations, compliance documents, and application packs.

The Candidate

Experience in Financial Planning Client Administration, from financial planning, wealth management, or investment management backgrounds.

Good knowledge of financial products such as pensions and investments, with the ability to deal with product providers and platforms.

Knowledge of Xplan is beneficial.

Strong time management skills and ability to meet deadlines.

Numerate, educated to A Level standard.

Proficiency in Microsoft Word, Excel, Outlook, and CRM databases (e.g., Intelliflo or similar).