Financial Planning Coordinator

4 weeks ago


Corsham, Wiltshire, United Kingdom Cranleigh Personnel Full time

Wealth Planning Administrator

Company: Cranleigh Personnel

Working Hours: 9am - 5pm

Salary Range: £26,000 - £28,000

Are you a skilled Wealth Planning Administrator?

Are you currently part of a smaller financial advisory firm and seeking to transition to a larger organization?

Or perhaps you feel that your professional growth is limited in your current role?

Maybe you aspire to move into paraplanning in the future, but this path is not available at your present company?

If any of these resonate with you, we might have the right opportunity...

About the Role:

Our client is in search of an individual with experience in wealth management who is eager to enhance their expertise.

With a workforce of 50 across multiple locations, they provide a well-structured career development program and examination pathway tailored to your aspirations—whether that involves advancing to a paraplanning role or progressing further within administration.

Despite their rapid growth in recent years, they have maintained a strong 'family feel' within their practice.

Cultural compatibility is essential, as they play a vital role in the communities surrounding their offices.

Throughout the year, they engage in numerous charity fundraising events and team-building activities.



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