Wealth Planning Administrator
2 weeks ago
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 RoleWe 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
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
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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