Senior Financial Planning Administrator

4 weeks ago

London, United Kingdom JJ SEARCH LIMITED Full time

Job Description

35-45K salary level

The Company

Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects.

The Role

Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning Assistant able to provide a high level of administrative support to the Wealth Planning Team.

The Senior Financial Planning Administrator / Wealth Planning Assistant will assist the Administration Manager, Planners and Paraplanners , undertake financial reconciliations and reporting tasks, and provide training and mentorship to less experienced members of the team.

The Senior Financial Planning Administrator / Wealth Planning Assistant will be responsible for client data input and client record maintenance.

The Senior Financial Planning Administrator / Wealth Planning Assistant will maintain a daily activity diary and maintain it’s database to include supervisor access, fund updates, template set up.

The Senior Financial Planning Administrator will follow up on information requests to life /investment companies and will issue LOA’s to providers and request information.

The Senior Financial Planning Administrator will provide a summary of information in template format for Paraplanners to prepare recommendation reports and will be a liaison with clients and life companies.

The Senior Financial Planning Administrator will produce valuations from, arrange stock transfers, and submit and process new business adhering to compliance requirements.

The Candidate

2-3 years solid experience in financial planning administration with an understanding of financial product providers, types of wealth planning products and technical knowledge of financial services products

Wealth planning market awareness - essential

Good telephone manner and able to communicate confidently

Knowledge of Voyant, Xplan - advantageous

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