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University Pension Plan Ontario

Toronto, Ontario, Canada

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London, United Kingdom

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Wealth Planning Product Administrator
?? ??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


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