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Wealth Planning Coordinator

2 months ago

London, Greater London, United Kingdom Cranleigh Personnel Full time
Wealth Planning Administrator Opportunity

Cranleigh Personnel is seeking a skilled Wealth Planning Administrator to join our client's expanding SJP practice in the City.

About the Role:

  • This is an excellent opportunity for a motivated and experienced Wealth Planning Administrator to join a dynamic team and contribute to the growth and success of the practice.
  • You will provide administrative support to a range of Advisers, ensuring the smooth delivery of wealth planning services to clients.
  • With full exam support and development available, you will have the opportunity to enhance your skills and knowledge, whether that's completing your Diploma or continuing your Chartered exams.

Requirements:

  • Previous experience within an SJP practice or IFA is essential.
  • You will have experience in a wealth planning admin role, with a strong understanding of the industry and its requirements.
  • Full support is available to help you continue your professional qualifications, if desired.

What We Offer:

  • A dynamic and supportive team environment.
  • Opportunities for career growth and development.
  • Full exam support and development.

How to Apply:

If you are a motivated and experienced Wealth Planning Administrator looking for a new challenge, please apply to Cranleigh Personnel.