Wealth Planning Admin – Onboarding & Client Support

Plannex Property Management Ltd; Greater London; Hybrid; GBP 33,000 - 36,000; Full time

Benefits offered by this job

24 days annual leave

Pension scheme

Group Life Assurance

Group Income Protection

Electric car scheme

SIP share scheme

Cycle to Work

Private Medical Insurance

Flexible & Remote Working Policy

Job summary

EQ in London near Monument is seeking an Administrator to join the Financial Planning Client Servicing Team. You will support financial planners and paraplanners through onboarding, data input, and responding to client and provider inquiries with accuracy and speed.

Ideal candidates have 2–5 years’ wealth management experience, strong communication, and meticulous attention to detail to ensure first-class service for clients.

Qualifications

• 2–5 years of industry experience, ideally in wealth management/IFA environments.
• Strong product knowledge and excellent communication with clients and colleagues.
• Proven ability to navigate provider platforms and client management systems.
• Experience processing applications and onboarding using provider websites.
• Ability to work in a task management system and manage own workload.
• Independent team player with initiative and strong attention to detail.

Responsibilities

• Adhere to EQ policies and internal SLAs.
• Gather policy information for new clients and input data into internal systems.
• Provide prompt, professional responses to client and provider queries in writing and verbally.
• Oversee onboarding of new clients with accurate documentation.
• Collaborate with Financial Planners and Administrators on tasks.
• Assist with accounts opening, funding and investment setup as proposals are implemented.
• Manage ongoing client account administration and support senior team members on complex work.

Skills

Excellent product knowledge

Excellent communication

Provider platforms experience

Client management systems

Ability to process applications

Task management

Workload prioritisation

Self-motivation

Attention to detail

Tools

Provider platforms

Client management systems

Job description

EQ in London near Monument is seeking an Administrator to join the Financial Planning Client Servicing Team. You will support financial planners and paraplanners through onboarding, data input, and responding to client and provider inquiries with accuracy and speed.

Ideal candidates have 2–5 years’ wealth management experience, strong communication, and meticulous attention to detail to ensure first-class service for clients.