Job Information

Our client is one of most prestigious Wealth Planners in the UK being part of a wider group which has been established for over 100 years.

They require a Wealth Planning Administrator for their office in London.

The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support to four Financial Planners while acting as a key contact for clients.

This is a role with wide ranging responsibilities requiring the successful onboarding of new clients and support in the management of existing clients. As a small team the role presents an opportunity to shape one’s success, with the opportunity to progress a career in financial planning (Paraplanner) and contribute to multi-year growth plan.

The successful candidate will have at least 3 years’ experience working in an administrative/client services/IFA support role within an IFA/Wealth business. They must be knowledgeable of the administrative demands, processes and governance expected in financial advisory businesses. This role can also lead to promotion to a paraplanning role in time, this journey is dependent upon the success, aptitude and qualifications of the candidate, but also the requirements of the business. 

This person must exhibit demonstrable technical ability and be an effective communicator. Our clients are looking for a confident and highly motivated service-oriented individual who can hit the ground running and make an immediate positive impact.

Role/Responsibilities/Experience

§  Dealing with client/internal/third-parties queries efficiently.

§  Client onboarding/offboarding

§  Dealing with account opening, payments and valuation requests.

§  Providing support with various ad-hoc business projects.

§  Owning all client/adviser-related activities and tasks in an efficient and accurate manner.

§  Maintaining accurate records and ensuring uploading of information to Intelligent Office.

§  Reply to clients and organising client meetings for the Advisers.

§  Preparing review packs and pre-meeting materials.

The role offers flexible working 2 days from home 3 in the office. Potential to progress to Paraplanner if the individual seeks progression.

Excellent Benefits.

Please apply on-line or contact Cameron James for a full job description.