Wealth Planning Support Specialist
4 weeks ago
IFA / Wealth Planning Administrator Role
About the Company
Cranleigh Personnel is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
Job Description
In this role, you will collaborate closely with the Director, providing comprehensive administrative support. You will experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch. You will also receive ongoing support for your personal development and any necessary training for your role.
What We Offer
Join a company that values its employees and provides superb benefits, including:
- A friendly, supportive team environment where collaboration is encouraged.
- Opportunities for career progression and personal development.
- A family-oriented culture that promotes work-life balance and employee well-being.
About the Role
This is an excellent opportunity for an IFA / Wealth Planning Administrator to join a well-established family-run business. You will be working closely with the Director, providing administrative support and contributing to the company's success.
Key Responsibilities
- Provide comprehensive administrative support to the Director.
- Contribute to the company's success by working closely with the team.
- Develop your skills and knowledge through ongoing training and support.
Requirements
To be successful in this role, you will need to have excellent administrative skills, a friendly and approachable demeanor, and a willingness to learn and develop your skills.
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