Wealth Planning Assistant

J.M. Finn & Co. Ltd; City Of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory firm in London is seeking a Wealth Planning Assistant to support the administration of financial advisory services. The ideal candidate will have strong communication skills, a proven track record in administration, and knowledge of financial planning. This full-time role involves managing client data and workflows, ensuring efficient service delivery.

Qualifications

• GCSE Maths and English Language or equivalent (grade C or above essential).
• Proven track record in administration for at least two years.
• Financial planning qualifications desirable.

Responsibilities

• Responsible for administration of the financial advisory offering.
• Own the administrative tasks and workflow.
• Manage data preparation for client reviews.

Skills

GCSE Maths

GCSE English Language

Financial planning qualifications

Microsoft Excel

Client Relationship Management Software

Strong communication skills

Attention to detail

Education

GCSE Maths and English Language (grade C or above)

Tools

Microsoft suite

Job description

Wealth Planning Assistant

Department: Wealth Planning

Employment Type: Full Time

Location: London

Description

Responsible for administration of the financial advisory offering. The role holder will be accountable for implementing and maintaining our Wealth Planning administration services.

Key Responsibilities

• Writing Planned Summaries
• Responsible for the smooth delivery of the administration of the financial advisory business;
• Own the administrative tasks and workflow;
• Arranging authority on existing plans, monitoring responses from providers and collating the information received;
• Data and document preparation for new clients and existing client reviews;
• Case management using a Client Relationship Management system; ability to accurately record and maintain client and plan data;
• Respond professionally and capably to administration queries from third parties including clients, providers, Wealth Planners and Investment Managers;
• Own the end-to-end application process for new plans;
• Efficient servicing of existing plans;
• Get involved in initiatives to enhance what we do and our client proposition;

Skills, Knowledge and Expertise

• GCSE Maths and English Language or equivalent (grade C or above essential);
• Financial planning qualifications desirable (Ideally Chartered Insurance Institute qualifications);
• Proven track record in administration of financial advice, ideally working as an administrator for a financial advisory firm for at least two years;
• Knowledge of financial planning advice;
• Trained in the Microsoft suite of products especially Excel and financial planning Client Relationship Management and Quotation software;
• Client-centric;
• Energetic, keen to learn and desire to work hard;
• Resourceful and forward thinking;
• Strong communication skills including good written and verbal communication skills;
• Self-motivated, with excellent attention to detail and organisational skills.