Financial Planning Administrator

Location - City of London

Salary - £28,000

Role - Financial Planning Administrator

Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable

The Role;

To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

Responsibilities;

• Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations
• Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
• Acting as a key contact point for all internal and external administrative queries
• Provide email, diary administration; communication support including pre and post meeting preparation and actions
• Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
• Ensure all administration follows Wealth Managements regulatory and procedural processes
• Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
• Management of account opening and closure paperwork, and fee invoicing administration
• Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
• Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
• Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
• Client phone/email contact
• Compliance and other internal departments

Do you have;

• High net worth Wealth Management administration experience
• Strong organisational and administrative skills
• A responsive and proactive attitude
• Understand the importance of and can deliver accuracy
• Effective written and verbal communication skills

Qualifications;

• Suitable Wealth Management planning qualifications achieved or are working towards

On Offer;

• Flexible working
• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Income Protection scheme
• Discretionary bonus
• Market leading maternity/paternity and menopause policies
• Flexible benefits

Does this sound like it could be your next move?

Please apply or get in touch for more information