Wealth Planning Administrator Position

1 month ago


BurnhamonSea, Somerset, United Kingdom Cranleigh Personnel Full time £26,000 - £35,000

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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