Wealth Planning Administrator
3 weeks ago
Wealth Planning AdministratorBased ShaftesburyHours 9am-5pmSalary up to £30000Are you an experienced Wealth Planning Administrator?Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?Or are you feeling like your career isn’t developing enough?If so, we have the opportunity for you.....The company and roleOur client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.They can consider a wide range of experience - any previous direct wealth panning support experience is desirable but not essential.They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environmentThey offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.Although growing, they have been very conscious to keep the 'family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.Please note due to the rural location you will need to be a driver.They operate 5 days in the office working week.So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.
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Wealth Planning Administrator
2 weeks ago
Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time £26,000 - £30,000Wealth Planning AdministratorCranleigh 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 RoleThe Wealth Planning Administrator will be responsible for providing...
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Wealth Planning Administrator
3 weeks ago
Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator OpportunityAre you an experienced administrator looking to join a well-established wealth management practice? We are seeking a skilled Wealth Planning Administrator to join our team in Shaftesbury. As a Wealth Planning Administrator, you will be responsible for providing administrative support to our wealth planning team,...
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Wealth Planning Administrator
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator Based Shaftesbury Hours 9am-5pm Salary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so, we...
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Wealth planning administrator
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator Based Shaftesbury Hours 9am-5pm Salary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so,...
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Wealth planning administrator
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator Based Shaftesbury Hours 9am-5pm Salary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so, we...
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Wealth planning administrator
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeWealth Planning AdministratorBased ShaftesburyHours 9am-5pmSalary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so, we...
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Wealth planning administrator
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator Based Shaftesbury Hours 9am-5pm Salary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so, we...
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Wealth Planning Administrator
4 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator Based Shaftesbury Hours 9am-5pm Salary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing...
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Wealth Planning Administrator
2 weeks ago
Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time €26,000 - €30,000Wealth Planning Administrator Based Shaftesbury Hours 9am-5pm Salary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so,...
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Wealth Planning Administrator
2 weeks ago
Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time €26,000 - €30,000Wealth Planning Administrator Based Shaftesbury Hours 9am-5pm Salary up to £30000 Are you an experienced Wealth Planning Administrator? Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so,...
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Wealth Planning Coordinator
3 weeks ago
Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator OpportunityCranleigh Personnel is seeking an experienced Wealth Planning Administrator to join their team. As a key member of the annual review department and client services team, you will play a vital role in supporting the growth and development of the practice.About the Role:Provide administrative support to the wealth...
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Team leader
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeTeam Leader – Wealth Planning experience crucial. Location: Shaftesbury (or other office locations) Hours: 9 am - 5 pm Salary: Up to £35,000 + Travel Expenses Are you an experienced leader within the financial services sector, passionate about developing and coaching teams? Do you thrive in a hands-on, solution-focused role where you can make a real...
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Team leader
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeTeam Leader – Wealth Planning experience crucial. Location: Shaftesbury (or other office locations) Hours: 9 am - 5 pm Salary: Up to £35,000 + Travel Expenses Are you an experienced leader within the financial services sector, passionate about developing and coaching teams? Do you thrive in a hands-on, solution-focused role where you can make a...
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Team leader
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeTeam Leader – Wealth Planning experience crucial.Location: Shaftesbury (or other office locations) Hours: 9 am - 5 pm Salary: Up to £35,000 + Travel ExpensesAre you an experienced leader within the financial services sector, passionate about developing and coaching teams?Do you thrive in a hands-on, solution-focused role where you can make a real...
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Team Leader
3 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeTeam Leader – Wealth Planning experience crucial.Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.Location: Shaftesbury (or other office locations) Hours: 9 am- 5 pmSalary: Up to £35,000 Travel Expenses Are you an experienced leader within the financial services sector,...
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Team Leader
4 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeTeam Leader – Wealth Planning experience crucial. Location: Shaftesbury (or other office locations) Hours: 9 am - 5 pmSalary: Up to £35,000 + Travel Expenses Are you an experienced leader within the financial services sector, passionate about developing and coaching teams? Do you thrive in a hands-on, solution-focused role where you can make a...
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Team Leader
2 weeks ago
Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time €28,000 - €35,000Team Leader – Wealth Planning experience crucial. Location: Shaftesbury (or other office locations) Hours: 9 am - 5 pmSalary: Up to £35,000 Travel Expenses Are you an experienced leader within the financial services sector, passionate about developing and coaching teams? Do you thrive in a hands-on, solution-focused role where you can make a real...
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Team Leader
2 weeks ago
Shaftesbury, Dorset, United Kingdom Cranleigh Personnel Full time €28,000 - €35,000Team Leader – Wealth Planning experience crucial. Location: Shaftesbury (or other office locations) Hours: 9 am - 5 pmSalary: Up to £35,000 Travel Expenses Are you an experienced leader within the financial services sector, passionate about developing and coaching teams? Do you thrive in a hands-on, solution-focused role where you can make a real...
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Team Leader
4 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeAbout the Role:We are seeking an experienced Team Leader to join our Wealth Planning team. As a Team Leader, you will be responsible for overseeing a team of 7 administrators, with plans to also manage 4 Personal Assistants (PAs). Your financial services expertise will be vital in coaching and mentoring the team, ensuring they have the skills and knowledge...
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Team Leader
4 weeks ago
Shaftesbury, United Kingdom Cranleigh Personnel Full timeAbout the Role:We are seeking an experienced Team Leader to join our Wealth Planning team. As a Team Leader, you will be responsible for overseeing a team of 7 administrators, with plans to also manage 4 Personal Assistants (PAs). Your financial services expertise will be vital in coaching and mentoring the team, ensuring they have the skills and knowledge...
