Financial Planning Administrator - 6 Month FTC

Job Description

An expanding UK-based Wealth Management firm is seeking an experienced Financial Planning Administrator to join their team in London on an initial 6 Month FTC.

You will be tasked with providing a high level of administrative support to the Wealth Planning team where your Key Responsibilities will include:

1. Client data input and client record maintenance
2. Issuing and following up on information requests to pension providers and life/investment companies
3. Liaising with clients on the telephone, and if required, attending client meetings
4. Submitting and processing new business
5. Handling complete administration processes such as in-specie transfers, Defined Benefit transfers, QROPs, Offshore Bond withdrawals
6. Producing valuations, monitoring transaction activity, and reconciling client data
7. Arranging stock transfers
8. Liaising with internal teams and external companies
9. Maintaining the Intelligent Office database
10. General administration tasks including scanning, printing, archiving, and binding

To apply for this role, you must have strong administrative experience working within a Financial Planning or Wealth Management company and have an understanding of financial product providers and different types of wealth planning products.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

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