Wealth Planning Administrator in Canford Cliffs - Cranleigh Personnel

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:

Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department team

They are currently consisting of just over 50 within the company based over four offices. They have expanded consistently 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.

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.

The role:

This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner.

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.

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.