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Financial Services



Type of Position: Policy Servicing Administrator - London
Pay: £25k - £35k

Policy Servicing Administrator - London

Our client is looking for an experienced Policy Servicing Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office.



  • Achieve a comprehensive understanding of the Policy Servicing process and assist to develop where necessary.
  • Ensure the correct threads and tasks are activated in X-Plan where appropriate, resultant in the use of correct template processes.
  • Receive letters of authority, sending same to the relevant providers and ensuring receipt of all requested information, in writing. Completion of checklist
  • Update X-Plan accurately and in a timely fashion with Plan information.
  • Update X-Plan accurately and in a timely fashion relative to Client Fact Finds.
  • Update X-Plan accurately and in a timely fashion relative to client records.
  • Ensure all documents/e-mails are attached to X-Plan against the correct Plan and under the correct type and sub-type.
  • Respond to queries and information requests from the Paraplanners/Advisers and clients.
  • Deal with changes of address in the appropriate way.
  • Deal with client terminations in the appropriate way.
  • Deal with changes of bank details in the appropriate way.
  • Ensure the tax return process is accurate and fully adhered to.
  • Ensure that the new leads process is adhered to and all tasks are updated on X-Plan.
  • Deal with payment queries
  • Attaching incoming post to X-plan and updating plan if necessary
  • Deal with changes to Trusts/Nominated Beneficiaries.
  • Respond to postal queries, for example, failure of direct debits, client reviews.
  • Deal with process following a deceased/terminated client.
  • Accurately record all time charges.
  • Any other reasonable task that may be asked of you.

If you are interested in applying for this position then please forward your CV to 

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