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- Tasks: Support wealth planning processes and client services in a dynamic team environment.
- Company: Join a rapidly growing Wealth Management Practice with a strong community focus.
- Benefits: Enjoy structured career development, exam support, and pay rises for achievements.
- Why this job: Be part of a supportive team that values employee growth and maintains a family feel.
- Qualifications: Previous experience in wealth planning is a plus, but not essential; driving required due to location.
- Other info: Work hours are 9 am-5 pm, five days a week in the office.
The predicted salary is between 24000 - 36000 £ per year.
Based in Corsham, working hours are 9 am to 5 pm with a salary of up to £30,000.
Are you a Wealth Planning Administrator looking for your next challenge? Are you currently working for a smaller wealth planning practice and seeking 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, looking for their next wealth management administrator hire, both in their annual review department and 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 currently consist of 50 employees across four offices and have expanded rapidly in recent years, opening up opportunities for employee growth and development. The practice manager is passionate about encouraging and developing employees, managing processes and procedures, and ensuring 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 progressing within administration. They also provide pay rises for each exam passed and full financial support for these as well.
Although growing, they have been very conscious to maintain the 'family feel' of their practice. Cultural fit is key as they are an integral part of each community their office is based in.
Please note, due to the rural location, you will need to be a driver. They operate a 5-day in-office working week.
If you are considering a fresh start to gain more technical experience and a route to paraplanning, or want to be part of a well-established, growing, and supportive team, then please apply, and we can discuss the role in more detail.
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 tailor your responses and demonstrate that you're genuinely interested in being part of their team.
✨Tip Number 2
Network with current or former employees if possible. They can provide insights into the company culture and what the hiring managers are looking for. This insider knowledge can give you an edge during the interview process.
✨Tip Number 3
Prepare to discuss your career goals and how they align with the company's growth. Since they offer structured career development, showing that you have a clear vision for your future can make you a more attractive candidate.
✨Tip Number 4
Highlight any relevant experience you have in wealth planning, even if it's not extensive. Be ready to explain how your skills can contribute to their team and how you can adapt to their established processes.
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 why you're looking for a new challenge and how you align with their values, particularly their focus on employee development and community involvement.
Highlight Career Goals: Clearly outline your career aspirations in your application. If you're interested in progressing to paraplanning or an adviser role, mention this to show that you're motivated and see a future with the company.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your 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 learn about 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 transferable skills from previous roles. Be ready to discuss how your background can contribute to the company's goals, especially in client services or administration.
✨Show Enthusiasm for Development
The company values career growth and development. Express your eagerness to learn and progress within the organisation. Mention any relevant qualifications or exams you are considering, as this aligns with their structured career development plan.
✨Demonstrate Cultural Fit
Since cultural fit is key for this company, be prepared to discuss how your personal values align with theirs. Share examples of how you've contributed to a positive team environment in the past, emphasising your ability to work collaboratively.
