Financial Planning Administrator , Xplan , Client Services , Wealth Management

JR United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in Investment Management seeks a proactive Financial Planning Administrator to join their dynamic team. This role offers an exciting opportunity to provide high-level administrative support in a fast-paced Wealth Management environment. You will engage with clients and stakeholders while assisting Financial Advisors with essential tasks such as new business processing and CRM management. If you have a background in financial planning or investment management and possess strong organizational skills, this position could be the perfect fit for you.

Qualifications

• Experience in Financial Planning Client Administration and wealth management.
• Proficiency in Microsoft Office and CRM systems.

Responsibilities

• Support Financial Planning Team in acquiring new business and assisting Financial Advisers.
• Perform CRM database administration and manage diary and compliance documents.

Skills

Financial Planning Client Administration

Time Management

Communication

Numeracy

Education

A Level Standard

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM Systems (Intelliflo or similar)

Xplan

Job description

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Client:

JJ SEARCH LIMITED

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

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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 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 high-level support to a team of Financial Advisors.

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

Responsibilities include supporting the Financial Planning Team in acquiring new business, assisting Financial Advisers or Wealth Consultants with research (quotes, product selection, existing product review) for recommendations and reviews.

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 ability to meet deadlines.

Numerate and educated to A Level standard.

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