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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 a supportive team culture.
- Why this job: Perfect for those seeking growth, technical experience, and a family-like workplace atmosphere.
- Qualifications: Previous experience in wealth planning is a plus, but not essential; driving required due to location.
- Other info: Office-based role with a 9am-5pm schedule, fostering employee development and community engagement.
The predicted salary is between 24000 - 36000 £ per year.
Based in Canford Cliffs, this role offers hours from 9am to 5pm and a salary of up to £30,000.
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.
The company consists of 50 employees across four offices and has expanded rapidly in recent years, opening up opportunities for employee growth and development. The practice manager is passionate about encouraging and developing employees, as well as managing processes and procedures to ensure a highly desirable working environment.
They offer a structured career development and exam plan based around your goals, whether that be working towards a paraplanning position or progressing within administration. There are also managerial, senior, and team leader 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 offices are based in.
Please note that due to the rural location, you will need to be a driver. They operate a 5-day in-office working week.
If you are looking for 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.
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 in wealth management. This will help you tailor your responses and show that you're genuinely interested in being part of 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 what the hiring managers are looking for, which can give you an edge during the selection process.
✨Tip Number 3
Prepare to discuss your previous experience in wealth planning or administration, even if it's not extensive. Highlight any transferable skills and demonstrate your eagerness to learn and grow within the role, as this aligns with the company's focus on employee development.
✨Tip Number 4
Be ready to articulate your career goals and how they align with the opportunities available at the company. Since they offer structured career development, showing that you have a clear vision for your future can make you a more attractive candidate.
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 administration. Emphasise any roles where you've supported wealth management processes, even if they were in smaller practices.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for wealth planning and your desire to grow within the field. Mention specific reasons why you want to join this particular practice and how you align with their values.
Highlight Career Development Goals: In your application, express your career aspirations clearly. If you're interested in progressing towards paraplanning or managerial roles, mention this to show your commitment to growth within the company.
Showcase Cultural Fit: Research the company's culture and values. In your application, demonstrate how you would fit into their 'family feel' environment and contribute positively to their community-focused approach.
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 Growth
The company values employee development, so express your eagerness to learn and grow within the role. Discuss any relevant courses or certifications you’re considering, and how you see yourself progressing towards paraplanning or managerial roles.
✨Demonstrate Cultural Fit
Since the company emphasises a 'family feel', be prepared to discuss how you work in teams and contribute to a positive workplace culture. Share examples of how you've built relationships in past roles and how you can bring that same energy to their practice.
