The Wealth Planning arm of one of the UK’s largest Wealth Managers is current seeking to recruit a highly experienced Wealth Planning Administrator on an initial 12 months FTC although there is a strong chance that this role will become permeant. This role is ideal for individuals who thrive in a fast-paced environment and are dedicated to delivering exceptional client service. Knowledge of X-Plan or IO software is essential
Key Responsibilities:
- Collaborate closely with Wealth Planners to facilitate seamless case submissions to the paraplanning team.
- Manage finance-related queries, including invoices, billing, and commissions, with meticulous attention to detail.
- Prepare accurate Service Agreements to uphold our commitment to excellence in service delivery.
- Coordinate central services such as paraplanning and valuations to optimize client workflow and satisfaction.
- Handle client onboarding paperwork in accordance with Anti-Money Laundering (AML) procedures and regulatory guidelines.
- Schedule client meetings, prepare meeting packs, and efficiently manage planners' diaries to ensure smooth operations.
- Serve as the primary point of contact for clients, addressing inquiries promptly and escalating complex issues as necessary.
- Maintain accurate client records in designated systems to ensure compliance and data integrity.
Additional Responsibilities:
- Participate in relevant training and Continuous Professional Development (CPD) opportunities to enhance skills and knowledge.
- Contribute innovative ideas to improve operational efficiency and share best practices with colleagues.
- Fulfill any additional duties as directed by management to support the team's objectives.
Requirements:
- Comprehensive understanding of the Financial Planning process.
- Proficiency in MS Office (Word, Excel) with experience in XPlan, IO and Voyant preferred.
- Familiarity with Regulatory and Compliance requirements.
- Exceptional customer service, interpersonal, and communication skills.
- Strong attention to detail and numerical proficiency.
- Effective organizational and prioritization abilities.
Company Values:
- Approachable: Fostering open communication with clients and colleagues.
- Accountable: Taking ownership of tasks and delivering results with enthusiasm.
- Aligned: Embracing our brand values to achieve optimal outcomes.
- Ambitious: Proactively pursuing growth opportunities and pushing boundaries.
If have an extensive background working within a financial planning support environment and a dedication to providing unparalleled client service, we invite you to apply for this exciting opportunity.
Please note that our client offers a hybrid working model of 3 days in the office and 2 from home upon completion of probation.
Sector:
- Financial Services
- Financial Planning
