Wealth Planning Administrator Position
1 month ago
Wealth Planning Administrator Job Opportunity
About Our Client
Cranleigh Personnel is working with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals. This company offers a supportive, inclusive culture where each team member is valued.
Job Role and Responsibilities
- Supporting Financial Advisers: You will work closely with advisers, paraplanners, and other support staff to deliver an exceptional client experience.
- Platform and System Knowledge: A solid understanding of platforms and back-office systems like Intelliflo is required.
- Team-Oriented Attitude: A proactive, team-oriented attitude, eager to learn and grow within a collaborative setting.
What We're Looking For
- A proactive, team-oriented attitude, eager to learn and grow within a collaborative setting.
- A solid understanding of platforms and back-office systems like Intelliflo.
- Experience supporting financial advisers and paraplanners in a wealth planning environment.
Why This Role?
- Supportive Environment: Whether you're looking to build on your experience or expand your technical knowledge, you'll receive full support with professional exams.
- Career Development: The company encourages internal development and growth, with opportunities to advance through the business at your own pace.
- Positive Team Culture: You'll be part of a company that values teamwork and fosters a strong sense of community, where everyone pulls together to ensure success.
About Our Client
Cranleigh Personnel is working with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals. This company offers a supportive, inclusive culture where each team member is valued.
Why This Role?
- Supportive Environment: Whether you're looking to build on your experience or expand your technical knowledge, you'll receive full support with professional exams.
- Career Development: The company encourages internal development and growth, with opportunities to advance through the business at your own pace.
- Positive Team Culture: You'll be part of a company that values teamwork and fosters a strong sense of community, where everyone pulls together to ensure success.
What We're Looking For
- A proactive, team-oriented attitude, eager to learn and grow within a collaborative setting.
- A solid understanding of platforms and back-office systems like Intelliflo.
- Experience supporting financial advisers and paraplanners in a wealth planning environment.
Why This Role?
- Supportive Environment: Whether you're looking to build on your experience or expand your technical knowledge, you'll receive full support with professional exams.
- Career Development: The company encourages internal development and growth, with opportunities to advance through the business at your own pace.
- Positive Team Culture: You'll be part of a company that values teamwork and fosters a strong sense of community, where everyone pulls together to ensure success.
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