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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 their 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 the team, you will provide full admin support to a range of Advisers, while also having opportunities for career growth and professional development. The role offers a dynamic and supportive work environment, with a focus on delivering exceptional client service. 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 Advisers, including data entry, document preparation, and client communication
* Maintain accurate and up-to-date records, ensuring compliance with regulatory requirements
* Develop and implement processes to improve efficiency and productivity
* Collaborate with the team to achieve business objectives and deliver exceptional client service

Requirements:

* Previous experience in an SJP practice or IFA
* Strong administrative skills, with attention to detail and organizational ability
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and prioritize tasks effectively

What We Offer:

* Competitive salary and benefits package
* Opportunities for career growth and professional development
* Collaborative and supportive work environment
* Recognition and rewards for outstanding performance

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