Wealth Planning Administrator

4 weeks ago


Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time £26,000 - £30,000

Wealth Planning Administrator

Cranleigh Personnel is seeking an experienced Wealth Planning Administrator to join their team. The ideal candidate will have a strong background in wealth planning and administration, with excellent communication and organizational skills.

About the Role

The Wealth Planning Administrator will be responsible for providing administrative support to the wealth planning team, including data entry, document preparation, and client communication.

Key Responsibilities

  • Provide administrative support to the wealth planning team
  • Enter data into the company's database
  • Prepare documents and reports for clients
  • Communicate with clients via phone and email
  • Assist with special projects and events

Requirements

The ideal candidate will have:

  • A strong background in wealth planning and administration
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment
  • Proficiency in Microsoft Office

About Cranleigh Personnel

Cranleigh Personnel is a well-established recruitment agency specializing in financial services recruitment. We pride ourselves on providing exceptional service to our clients and candidates.


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