Wealth Planning Administrator
Location: Harrogate
Salary: c. £25,000 depending upon experience
Hours: Full time
*Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
*Or are you feeling like your career is developing enough with your current practice?
*Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you...
The role/Company:
*Our client is a wealth planning practice based in Harrogate
*They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion - already growingfrom 7 to 14 Advisers over the last 3 years
*You will have full exam support and development - whether that’s completing your Diploma or continuing your Chartered exams
*You will be working closely with assigned Advisers and provide full admin support - the range of which will depend upon your experience
As a Wealth Planning Administrator:
*You will need previous experience within a wealth planning practice
*You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
*Please note your application will be automatically rejected if you do not have wealth planning experience