Wealth Planning Administrator
other jobs Cranleigh Personnel
Added before 1 Days
- England,East Midlands,Derbyshire
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
Full job descriptionWealth Planning AdministratorAshbourne, Derbyshire
£35,000 – £45,000 (depending on experience)
About the OpportunityOur client is a successful and growing Wealth Management Practice entering an exciting phase of expansion.
As part of this growth, they are bringing all of their outsourced administration and paraplanning support in-house - creating a fantastic opportunity for someone who wants to develop their career and grow with the business.
With ambitious plans to significantly increase their funds under management and expand the team, this is a rare chance to join at an early stage and be part of something building real momentum.
The EnvironmentThe business is relocating to beautifully converted offices within a Georgian manor setting, offering a blend of character and contemporary design.
You’ll be working in:
*Stylish, modern office space designed for productivity
*Dedicated meeting rooms and collaborative breakout areas
*A professional, forward-thinking environment that supports focus and growth
The RoleYou will be supporting two Financial Advisers, providing high-quality administrative support and playing a key role in delivering an excellent client experience.
Essential Skills & Experience*Proven experience in a varied Wealth Planning administration role
*Exceptional organisation and multitasking skills
*Strong understanding of compliance, confidentiality and regulated environments
What Our Client Offers*Competitive salary of £35,000 – £45,000 depending on experience
*Real opportunity for career progression as the team grows
*Modern, high-quality working environment
*Supportive, collaborative team culture
If you are an experienced Wealth Planning Administrator looking for a role where you can grow, be valued, and be part of an ambitious journey, we would love to hear from you.
£35,000 – £45,000 (depending on experience)
About the OpportunityOur client is a successful and growing Wealth Management Practice entering an exciting phase of expansion.
As part of this growth, they are bringing all of their outsourced administration and paraplanning support in-house - creating a fantastic opportunity for someone who wants to develop their career and grow with the business.
With ambitious plans to significantly increase their funds under management and expand the team, this is a rare chance to join at an early stage and be part of something building real momentum.
The EnvironmentThe business is relocating to beautifully converted offices within a Georgian manor setting, offering a blend of character and contemporary design.
You’ll be working in:
*Stylish, modern office space designed for productivity
*Dedicated meeting rooms and collaborative breakout areas
*A professional, forward-thinking environment that supports focus and growth
The RoleYou will be supporting two Financial Advisers, providing high-quality administrative support and playing a key role in delivering an excellent client experience.
Essential Skills & Experience*Proven experience in a varied Wealth Planning administration role
*Exceptional organisation and multitasking skills
*Strong understanding of compliance, confidentiality and regulated environments
What Our Client Offers*Competitive salary of £35,000 – £45,000 depending on experience
*Real opportunity for career progression as the team grows
*Modern, high-quality working environment
*Supportive, collaborative team culture
If you are an experienced Wealth Planning Administrator looking for a role where you can grow, be valued, and be part of an ambitious journey, we would love to hear from you.
Job number 3830634
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Company Details:
Cranleigh Personnel
Company size: 5–9 employees
Industry: Financial Services
Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an e...