Financial Planning Administrator , Xplan , Client Services , Wealth Management

JJ SEARCH LIMITED; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Investment Management company is looking for a Financial Planning Administrator to join its team in London. The role involves providing high-level support to Financial Advisors and assisting clients in financial planning services. Ideal candidates will have previous experience in client administration, strong communication skills, and knowledge of financial products. If you're interested in a thriving wealth management environment, this could be the opportunity for you!

Benefits

Competitive salary

Career development opportunities

Qualifications

• Experience in financial planning, wealth management, or investment management.
• Knowledge of financial products like pensions and investments.
• Ability to communicate with external clients and internal stakeholders.

Responsibilities

• Support Financial Advisors with detailed research and client services.
• Manage CRM database and assist with compliance and administrative tasks.
• Process new business submissions and follow up on required documentation.

Skills

Financial Planning Client Administration

Time Management

Numeracy

Education

A Level standard

Tools

Xplan

CRM database

Microsoft Excel

Microsoft Word

Microsoft Outlook

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

The Client

A leading Investment Management company that offers 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 be part of a team performing various administrative support tasks in a Wealth Management environment.

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

The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance Companies and External Platform Providers, Investment Managers.

The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports.

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

The Financial Planning Administrator will perform CRM database administration and will assist with diary management, preparation of valuations, compliance documents and application packs.

The Candidate

Financial Planning Client Administration experience - either from financial planning, wealth management, investment management background.

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

Knowledge of Xplan - would be beneficial

Strong time management skills and able to meet deadlines

Numerate and educated to A Level standard

Knowledge of Advanced Microsoft Word/Excel/Outlook, with CRM database experience (Intelliflo, or similar)

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Administrative, and Customer Service

• Industries

  Investment Management, Financial Services, and Investment Banking

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