Financial Planning Administrator , Xplan , Client Services , Wealth Ma

TheClient AleadingInvestmentManagementcompanythatoffersarangeofInvestmentServicesandFinancialPlanningtoPrivateHighNetWorthIndividuals TheRole ThisisanexcitingopportunityforanindividualtobepartofateamperformingvariousadministrativesupporttasksinaWealthManagementenvironment. TheFinancialPlanningAdministratorwillhavefinancialplanning/IFAclientservicesexperienceandwillprovideahighlevelofsupporttoateamofFinancialAdvisors. TheFinancialPlanningAdministratorwillliaiseandcommunicatesuccessfullywithexternalclients,internalkeystakeholders,InsuranceCompaniesandExternalPlatformProviders,InvestmentManagers. TheFinancialPlanningAdministratorwillprovidesupporttoassisttheFinancialPlanningTeaminreachingnewbusinessandprovidesupporttotherelevantFinancialAdviserorWealthConsultantindetailedresearch(quotes,productselectionandexistingproductreview)inpreparationofrecommendations/reviewreports. Processnewbusinessincludingsubmission,followupofmedicalsifrequired,incomemanagementanddistributingpolicydocumentstoclients. TheFinancialPlanningAdministratorwillperformCRMdatabaseadministrationandwillassistwithdiarymanagement,preparationofvaluations,compliancedocumentsandapplicationpacks. TheCandidate FinancialPlanningClientAdministrationexperience eitherfromfinancialplanning,wealthmanageme…