Senior Wealth Planning Administrator | Xplan/Voyant

JJ SEARCH LIMITED; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

JJ SEARCH LIMITED, located in Greater London, is seeking a Senior Financial Planning Administrator to support Financial Planners in providing high-quality client services. You will manage client onboarding, handle financial advice implementation, and undertake general administrative tasks.

The ideal candidate will have 2-5 years of experience in Financial Planning administration or Wealth Planning Support and possess strong time management and client service skills. Familiarity with Voyant or Xplan is preferred.

Qualifications

• 2-5 years' experience in Financial Planning administration or Wealth Planning Support.
• Experience with pension administration and life business is beneficial.
• Professional, well-organised, and meticulous.

Responsibilities

• Provide Client Services Support to Financial Planners and Directors.
• Client onboarding and implementation of financial advice.
• General administration including client queries and correspondence.

Skills

Client service

Time management

Attention to detail

Tools

Voyant

Xplan

Job description

JJ SEARCH LIMITED, located in Greater London, is seeking a Senior Financial Planning Administrator to support Financial Planners in providing high-quality client services. You will manage client onboarding, handle financial advice implementation, and undertake general administrative tasks.

The ideal candidate will have 2-5 years of experience in Financial Planning administration or Wealth Planning Support and possess strong time management and client service skills. Familiarity with Voyant or Xplan is preferred.