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Wealth Planning Product Administrator

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

You will:

  • Assist Whole of Market’ product research, including due diligence questionnaire monitoring for all core Financial Planning and Wealth Planning products including Offshore investment Bonds, SIPP and Life Insurance.
  • Oversee a depository of provider agreements and current key provider contacts for product provider operational queries.
  • Work closely with the banks fees teams to ensure au product provider fees requests are current and correctly processed.
  • To undertake asset permissibility review checks for ISA, SIPP & Offshore investment Bonds.
Your Skills/experience:
  • Change management experience
  • Produce key documentation for senior stakeholders
  • Be proactive and adaptable when faced with new tasks and challenges
  • Be proactive and adaptable when faced with new tasks and challenges
  • Able to use initiative and perform responsibilities with limited guidance

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