The Client
A leading Investment Management company that offers 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 a high level of support to a team of Financial Advisors.
The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders, Insurance Companies and External Platform Providers, Investment Managers.
The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports.
Process new business including submission, follow up of medicals if required, income management and distributing policy documents to clients.
The Financial Planning Administrator will perform CRM database administration and will assist with diary management, preparation of valuations, compliance documents and application packs.
The Candidate
Financial Planning Client Administration experience - either from financial planning, wealth management, investment management background.
Good knowledge of financial planning, such as products like pensions and investments - ability to deal with product providers and platforms.
Knowledge of Xplan - would be beneficial
Strong time management skills and able to meet deadlines
Numerate and educated to A Level standard
Knowledge of Advanced Microsoft Word/Excel/Outlook, with CRM database experience (Intelliflo, or similar)