Financial Planning Administrator , Xplan , Client Services , Wealth Management

ZipRecruiter; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to join their dynamic team. This role involves providing essential administrative support in a Wealth Management environment, ensuring high-quality service to Financial Advisors and clients. You will engage with various stakeholders, manage CRM databases, and assist in preparing detailed research and compliance documents. Ideal candidates will possess a strong background in financial planning, excellent communication skills, and proficiency in tools like Microsoft Office and CRM systems. Join this exciting opportunity to contribute to a team dedicated to delivering exceptional investment services.

Qualifications

• Experience in Financial Planning Client Administration from relevant backgrounds.
• Strong time management skills and ability to meet deadlines.

Responsibilities

• Process new business submissions and follow up on medicals if required.
• Assist with diary management and prepare compliance documents.

Skills

Financial Planning Client Administration

Time Management

Communication Skills

Numeracy

Education

A Level Education

Tools

Xplan

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM Database (Intelliflo or similar)

Job description

Job Description

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, External Platform Providers, and Investment Managers.

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

Responsibilities include processing new business submissions, following up on medicals if required, income management, 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 planning 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 and educated to A Level standard.

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