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Job Post Details

Wealth Planning Administrator - job post

Cranleigh Personnel
Shaftesbury SP7 8JG
Up to £30,000 a year - Full-time

Job details

Pay

  • Up to £30,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Shaftesbury SP7 8JG

Benefits
Pulled from the full job description

  • Pay rise

Full job description

Wealth Planning Administrator

Based Shaftesbury

Hours 9am-5pm

Salary up to £30000

Are you a Wealth Planning Administrator Looking for your next challenge?

Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?

Or are you feeling like your career isn’t developing enough?

If so, we have the opportunity for you.....

The company and role

Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.

They can consider a wide range of experience - any previous direct wealth panning support experience is desirable but not essential.

They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.

They offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.

Although growing, they have been very conscious to keep the 'family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.

Please note due to the rural location you will need to be a driver.

They operate 5 days in the office working week.

So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.

Job Type: Full-time

Pay: Up to £30,000.00 per year

Schedule:

  • Monday to Friday

Work Location: In person

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