Wealth Planning Administrator
other jobs Cranleigh Personnel
Added before 2 hours
- England,South East,East Sussex
- Full Time, Permanent
- £26,000 - £30,000 per annum
Job Description:
Full job descriptionWealth Planning Administrator
Hailsham
£26,000 - £30,000 (depending on experience)
Full-time, office-based with hybrid options available
Are you a wealth planning administrator looking for a company who really value and reward their team?
Are you looking for your next wealth planning admin role where you can increase your technical skills?
If you’re already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people.
About the company
We’re working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team.
This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed.
For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available.
The role
Your responsibilities will include:
*Acting as a key point of contact for clients and providers
*Processing new business applications and tracking cases through to completion
*Preparing pre- and post-meeting documentation
*Maintaining accurate client records and back-office systems
*Supporting annual review processes
*Drafting client correspondence and assisting with technical administration tasks
*Working closely with advisers and paraplanning support to ensure a seamless client journey
What’s on offer?
*Salary of £26,000 - £30,000 depending on experience
*Private medical healthcare
*30 days holiday + Bank holidays
*Full training and support
*Long-term progression opportunities into paraplanning or advice
If you’re looking for a role where you’ll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Hailsham
£26,000 - £30,000 (depending on experience)
Full-time, office-based with hybrid options available
Are you a wealth planning administrator looking for a company who really value and reward their team?
Are you looking for your next wealth planning admin role where you can increase your technical skills?
If you’re already working within wealth management administration role, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people.
About the company
We’re working with an established wealth management practice based in Hailsham, currently made up of eight Financial Advisers and a dedicated support team.
This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a realemphasis on working together and helping each other succeed.
For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available.
The role
Your responsibilities will include:
*Acting as a key point of contact for clients and providers
*Processing new business applications and tracking cases through to completion
*Preparing pre- and post-meeting documentation
*Maintaining accurate client records and back-office systems
*Supporting annual review processes
*Drafting client correspondence and assisting with technical administration tasks
*Working closely with advisers and paraplanning support to ensure a seamless client journey
What’s on offer?
*Salary of £26,000 - £30,000 depending on experience
*Private medical healthcare
*30 days holiday + Bank holidays
*Full training and support
*Long-term progression opportunities into paraplanning or advice
If you’re looking for a role where you’ll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, please apply!
Job number 3859316
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metapel
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...