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Wealth Planning Administrator

2 months ago

London, Greater London, United Kingdom Cranleigh Personnel Full time
Cranleigh Personnel is seeking a skilled Wealth Planning Administrator to join our team. The ideal candidate will have previous experience in an SJP practice or IFA, with a strong background in wealth planning administration. As a key member of our team, you will provide full admin support to our Advisers, working closely with a range of professionals to deliver exceptional client service. We offer a dynamic and supportive work environment, with opportunities for career growth and professional development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

* Provide administrative support to our Advisers, including data entry, document preparation, and client communication
* Maintain accurate and up-to-date records, ensuring compliance with regulatory requirements
* Develop and implement efficient administrative processes, improving productivity and reducing errors
* Collaborate with the team to achieve business objectives, contributing to a positive and inclusive work environment

What We Offer:

* Competitive salary and benefits package
* Opportunities for career growth and professional development
* Collaborative and dynamic work environment
* Full exam support and development

If you are a skilled and motivated individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

Please note that we are an equal opportunities employer and welcome applications from all qualified candidates.