Wealth Planning Administrator

2 weeks ago


BurnhamonSea, Somerset, United Kingdom Cranleigh Personnel Full time
About Our Client

Cranleigh Personnel is proud to partner with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals.

This family-like atmosphere offers a supportive, inclusive culture where each team member is valued. The company is committed to ensuring a healthy work-life balance with hybrid working options, allowing you to spend two days a week working from home.

The Role

We are seeking a proactive, team-oriented individual to support financial advisers and paraplanners in a wealth planning environment.

Key responsibilities include:

  • Providing administrative support for financial advisers and paraplanners
  • Assisting with platform and back-office system management
  • Developing and maintaining strong relationships with clients
What We Offer

This is an excellent opportunity to join a close-knit team that truly values collaboration and offers a supportive environment for growth and development.

Key benefits include:

  • Full support with professional exams, including structured study time during working hours
  • Career development opportunities, including the chance to advance through the business at your own pace
  • Positive team culture, with a strong sense of community and a focus on teamwork
  • Other great benefits, including private medical insurance and bonuses
Requirements

To be successful in this role, you will need:

  • A solid understanding of platforms and back-office systems, such as Intelliflo
  • Experience supporting financial advisers and paraplanners in a wealth planning environment
  • A proactive, team-oriented attitude, eager to learn and grow within a collaborative setting

If you're ready for a fresh challenge with a company that will invest in your personal and professional development, we'd love to hear from you.



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