Wealth Planning Administrator

1 week ago

Harrogate, United Kingdom Cranleigh Personnel Full time

**Wealth Planning Administrator**

**Location: Harrogate**

**Salary: £25,000 - £32,000 depending upon experience**

**Hours: Full time**
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?

If so, then we may have the opportunity for you...

**The role/Company**:

- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion - already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development - whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support - the range of which will depend upon your experience

**As a Wealth Planning Administrator**:

- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential

If you are ready for a change to an expanding wealth planning practice then please apply.

Pay: £25,000.00-£32,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have experience working as an administrator within wealth planning?

Work Location: In person

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