Financial Planning Administrator , Xplan , Client Services , Wealth Management

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Client:

JJ SEARCH LIMITED

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

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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 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 high-level support to a team of Financial Advisors.

The Financial Planning Administrator will liaise and communicate effectively with external clients, internal key stakeholders, Insurance Companies, External Platform Providers, and Investment Managers.

Responsibilities include supporting the Financial Planning Team in acquiring new business, assisting Financial Advisers or Wealth Consultants with research (quotes, product selection, existing product review) for recommendations and reviews.

Process new business including submission, follow-up of medicals if required, income management, and distributing policy documents to clients.

Perform CRM database administration and assist with diary management, valuation preparations, 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 products such as pensions and investments, with the ability to liaise 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 systems (e.g., Intelliflo or similar).

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