Senior Wealth Planning Administrator | Xplan/Voyant

JJ SEARCH LIMITED, located in Greater London, is seeking a Senior Financial Planning Administrator to support Financial Planners in providing high-quality client services. You will manage client onboarding, handle financial advice implementation, and undertake general administrative tasks.

The ideal candidate will have 2-5 years of experience in Financial Planning administration or Wealth Planning Support and possess strong time management and client service skills. Familiarity with Voyant or Xplan is preferred.

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