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- Tasks: Support wealth planning processes and assist in client services daily.
- Company: Join a rapidly growing Wealth Management Practice with a family feel.
- Benefits: Enjoy structured career development, exam support, and pay rises for achievements.
- Why this job: Gain technical experience in a supportive team while progressing your career.
- Qualifications: Previous wealth planning support experience is desirable but not essential.
- Other info: Must be a driver due to rural location; office-based role.
The predicted salary is between 24000 - 36000 £ per year.
Are you a Wealth Planning Administrator looking for your next challenge? 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 role:
Our client is a well-established Wealth Management Practice, and 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 planning 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 workflow to ensure a highly desirable working environment, with great staff retention.
They offer a structured career development and exam plan based around your goals - whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.
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.
Wealth Planning Administrator employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, culture, and the specific services they offer. This will help you demonstrate your genuine interest in the role and how you can contribute to their team.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and the expectations for the Wealth Planning Administrator role, which can help you tailor your approach.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your skills in wealth planning support, even if they are not directly related. Highlighting transferable skills can set you apart from other candidates.
✨Tip Number 4
Be ready to discuss your career goals during the interview. Since the company offers structured career development, showing that you have a clear vision for your future can align well with their values and demonstrate your commitment.
We think you need these skills to ace Wealth Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth planning or administration. Emphasise any roles where you've supported financial advisors or worked in client services, as this will resonate with the company's needs.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how their focus on employee development aligns with your career goals, and provide specific examples of how you can contribute to their team.
Highlight Cultural Fit: Since cultural fit is key for this company, include a section in your application that reflects your values and how they align with the company's family-oriented approach. Share experiences that demonstrate your ability to work well in a supportive team environment.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application shows attention to detail, which is crucial in the wealth planning sector.
How to prepare for a job interview at Cranleigh Personnel
✨Research the Company
Before your interview, take some time to research the wealth management practice. Understand their values, culture, and the services they offer. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Highlight Relevant Experience
Even if you don't have direct wealth planning support experience, think about any transferable skills or experiences you have. Be ready to discuss how your previous roles can contribute to the position of Wealth Planning Administrator.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the company’s growth, career development opportunities, and the team dynamics. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.
✨Showcase Your Soft Skills
In a role that values cultural fit and teamwork, be sure to highlight your soft skills such as communication, adaptability, and problem-solving. Share examples of how you've successfully worked in a team or handled challenges in the past.
