X-Plan Manager
Location: North London
£35k-£40k (Depending on relevant industry experience)
Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.
Due to the continued success of the firm, they are now requiring an X-Plan Manager to join and strengthen their team.
Key tasks and responsibilities:
As an X-Plan Manager, you will be working alongside the Head of Systems & Processes to assist with ongoing queries from staff, training, reporting and the general running of the back office system. Other duties include:
– Updating and maintaining the back-office system
– Create and run Xports
– Provide training for staff
– Setting up and linking data feeds from providers
This role requires the following skills and attributes:
– Excellent time management skills
– Excellent communication skills
– Understanding of using XPlan
– Good knowledge of Microsoft software eg Excel, Outlook etc
– Excellent attention to detail
– Knowledge of the financial services industry (desirable)
Benefits
– Hybrid working
– 25 days holiday
– Excellent pension scheme
– Excellent study support scheme for anyone interested in obtaining the Level 4 Diploma in Financial Planning.