Financial Planning Administrator

Location - City of London Salary - £40,000 plus Package 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