Financial Planning Administrator , Xplan , Client Services , Wealth Management

JJ SEARCH LIMITED; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in Investment Management is seeking a Financial Planning Administrator to join their dynamic team. This role offers a unique opportunity to provide high-level support to Financial Advisors, ensuring seamless communication with clients and stakeholders. The ideal candidate will have a solid background in financial planning and client administration, along with proficiency in CRM systems and Microsoft Office tools. Join a forward-thinking company where your contributions will help shape the financial futures of high net worth individuals, all while enjoying a collaborative and supportive work environment.

Qualifications

• Experience in financial planning and client administration.
• Strong knowledge of financial products like pensions and investments.

Responsibilities

• Support Financial Advisors with detailed research and recommendations.
• Manage CRM database and assist with diary management.

Skills

Financial Planning Client Administration

Time Management

Numeracy

Communication Skills

Education

A Level Standard Education

Tools

Xplan

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM Software (Intelliflo or similar)

Job description

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

Base pay range

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 Administrator will liaise and communicate effectively with external clients, internal stakeholders, Insurance Companies, External Platform Providers, and Investment Managers.

Support the Financial Planning Team in generating new business and assist Financial Advisers or Wealth Consultants with detailed research (quotes, product selection, and existing product review) for recommendations and review reports.

Process new business including submission, follow-up of medicals if required, income management, and distributing policy documents to clients.

Perform CRM database administration and assist with diary management, valuation preparations, 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 liaise with product providers and platforms.

Knowledge of Xplan is beneficial.

Strong time management skills and the ability to meet deadlines.

Numerate and educated to A Level standard.

Proficient in Microsoft Word, Excel, Outlook, with CRM experience (e.g., Intelliflo or similar).

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance, Administrative, and Customer Service

Industries

• Investment Management, Financial Services, Investment Banking