Wealth Planning Administrator
other jobs Cranleigh Personnel
Added before 5 Days
- England,West Midlands,Wolverhampton
- Full Time, Permanent
- £26,000 - £30,000 per annum
Job Description:
Full job descriptionWealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome
Salary: Up to £26,000 - £30,000
Outskirts Wolverhampton, West Midlands
Looking to build a career in Wealth Planning?
*Do you already have experience within financial services and want to move into a financial planning/ IFA environment?
*Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning.
This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways
.
About the Company
This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning.
The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning.
The Role
You’ll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients.
*Reviewing and correcting client cash accounts
*Submitting and implementing new business
*Supporting advisers and paraplanners with client administration
*Maintaining accurate client records using systems
*Managing your own workload to meet service level expectations
*Escalating any issues that may impact delivery to your Team Leader
*Collaborating with colleagues across the business to ensure a seamless client experience
*Supporting wider business activities where required
What They’re Looking For
*Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable
*A genuine interest in moving into wealth planning
*Strong organisation and attention to detail
*A proactive and team-focused approach
*Ability to manage your own workload
You’ll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning.
If you’re looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Salary: Up to £26,000 - £30,000
Outskirts Wolverhampton, West Midlands
Looking to build a career in Wealth Planning?
*Do you already have experience within financial services and want to move into a financial planning/ IFA environment?
*Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning.
This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways
.
About the Company
This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning.
The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning.
The Role
You’ll join the administration team, playing a key role in supporting advisers and delivering high-quality service to clients.
*Reviewing and correcting client cash accounts
*Submitting and implementing new business
*Supporting advisers and paraplanners with client administration
*Maintaining accurate client records using systems
*Managing your own workload to meet service level expectations
*Escalating any issues that may impact delivery to your Team Leader
*Collaborating with colleagues across the business to ensure a seamless client experience
*Supporting wider business activities where required
What They’re Looking For
*Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable
*A genuine interest in moving into wealth planning
*Strong organisation and attention to detail
*A proactive and team-focused approach
*Ability to manage your own workload
You’ll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning.
If you’re looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Job number 3896100
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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...