JJ SEARCH LIMITED
Senior Financial Planning Administrator , Client Services , Xplan/Voyant Wealth Management
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Salary: 38-45K (depending on experience)
The Company: An established Investment Management firm with UK and International clients. Specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice.
The Role: The Senior Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals.
- Provide Client Services Support to Financial Planners and Directors
- Maintain high standards that they offer their clients
- Arrange meeting packs for client meetings
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The Client Service Support work will consist of:
- Client onboarding (setting up new clients on the system)
- Implementation of financial advice
- Liaison with pension and product providers
- Pre-completion of forms for new and transferring pensions, protection, and ISAs
- Submission of forms to providers
The systems used are Xplan and Voyant.
- Provide general administration including client queries, correspondence, and client valuations, fees
- General Financial Planning research and support including writing suitability reports
- Prepare letters of authority for signing
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The Candidate:
- 2-5 years’ experience in a Financial Planning administration / Wealth Planning Support
- Experience of Voyant or Xplan would be highly desired - or similar Wealth Planning systems
- A strong focus on providing a high level of client service
- Experience pension administration and life business would be beneficial
- Well-organised and with strong time management skills
- Professional and meticulous – strong attention to detail
- Committed to learning and developing
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