Financial Planning Administrator , Xplan , Client Services , Wealth Management

JR United Kingdom; Slough; On-site; GBP 28,000 - 38,000; Full time

Job summary

A leading Investment Management company is seeking a Financial Planning Administrator to provide support in a Wealth Management team. The role involves client liaison, administrative tasks surrounding financial planning, and assisting Financial Advisors by managing documentation and CRM systems. Ideal candidates should have experience in client administration, a background in financial products, and strong time management skills.

Qualifications

• Experience in financial planning client administration, preferably in wealth management.
• Knowledge of financial products such as pensions and investments.
• Strong proficiency in Microsoft Office applications.

Responsibilities

• Support Financial Advisors by liaising with clients and stakeholders.
• Conduct research for recommendations and manage CRM databases.
• Assist with compliance and documentation processes.

Skills

Time Management

Numeracy

Client Services

Communication with Product Providers

Education

A Level Education

Tools

Xplan

Intelliflo

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Title: Financial Planning Administrator, Xplan, Client Services, Wealth Management, Slough

Client:

JJ SEARCH LIMITED

Location:

Slough, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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 to join a team providing administrative support in a Wealth Management environment.

The Financial Planning Administrator will have client services experience in financial planning or IFA and will support Financial Advisors by liaising with clients, stakeholders, insurance companies, platform providers, and investment managers.

The role involves supporting business development, conducting research for recommendations, processing new business, managing CRM databases, and assisting with compliance and documentation.

The Candidate

Experience in financial planning client administration, preferably within wealth or investment management.

Knowledge of financial products such as pensions and investments, with the ability to communicate with product providers and platforms.

Experience with Xplan is advantageous.

Strong time management skills, numeracy, and education to A Level standard.

Proficiency in Microsoft Word, Excel, Outlook, and CRM systems like Intelliflo.