TheClient AleadingInvestmentManagementcompanythatoffersarangeofInvestmentServicesandFinancialPlanningtoPrivateHighNetWorthIndividuals TheRole ThisisanexcitingopportunityforanindividualtobepartofateamperformingvariousadministrativesupporttasksinaWealthManagementenvironment. TheFinancialPlanningAdministratorwillhavefinancialplanning/IFAclientservicesexperienceandwillprovideahighlevelofsupporttoateamofFinancialAdvisors. TheFinancialPlanningAdministratorwillliaiseandcommunicatesuccessfullywithexternalclients,internalkeystakeholders,InsuranceCompaniesandExternalPlatformProviders,InvestmentManagers. TheFinancialPlanningAdministratorwillprovidesupporttoassisttheFinancialPlanningTeaminreachingnewbusinessandprovidesupporttotherelevantFinancialAdviserorWealthConsultantindetailedresearch(quotes,productselectionandexistingproductreview)inpreparationofrecommendations/reviewreports. Processnewbusinessincludingsubmission,followupofmedicalsifrequired,incomemanagementanddistributingpolicydocumentstoclients. TheFinancialPlanningAdministratorwillperformCRMdatabaseadministrationandwillassistwithdiarymanagement,preparationofvaluations,compliancedocumentsandapplicationpacks. TheCandidate FinancialPlanningClientAdministrationexperience eitherfromfinancialplanning,wealthmanagement,investmentmanagementbackground. Goodknowledgeoffinancialplanning,suchasproductslikepensionsandinvestments-abilitytodealwithproductprovidersandplatforms. KnowledgeofXplan-wouldbebeneficial Strongtimemanagementskillsandabletomeetdeadlines NumerateandeducatedtoALevelstandard KnowledgeofAdvancedMicrosoftWord/Excel/Outlook,withCRMdatabaseexperience(Intelliflo,orsimilar)