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Senior Wealth Planning Assistant

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Salary Competitive
Type Permanent
Location City of London
Sectors Operations
Wealth & Asset Management
Job Reference T5/JMDR/25995
Contact Jonathan Ross
Date posted 12-05-2017

Are you an experienced Wealth Planning administrator looking to join a leading Investment Manager and progress your career in a dynamic, innovative team?

As Wealth Planning administrator, you will be responsible for implementing and maintaining the wealth planning administration services and for the financial advisory offering.

Key Responsibilities

• Wealth planning administration of the financial advisory business
• Manage data and documents for client reviews
• Case management using a CRM (Client Relationship Management) system
• Manage administration queries from wealth planners, investment managers, clients and providers
• Manage the application process for new plans and servicing of existing plans
• Contribute to change and enhancements to firm’s client proposition

Skills and Expertise

• Strong wealth planning experience from an Investment Management or comparable background
• Experience in recording and maintaining client and plan data
• Experience in the administration of financial advice and excellent understanding of the financial planning advice
• Proficiency in Excel and financial planning CRM software, Defacto Engage, Assureweb or similar
• Chartered Insurance Institute part qualified would be a significant advantage
• Strong communication and relationship management skills / ability to interact with clients

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Contact Jonathan about this job

Associate, Consultant