Trainee Wealth Planning Administrator (experience within financial services desirable)
Location: Corsham
Salary: £26,000 - £30,000 depending on experience
Hours: Monday to Friday, 9:00am - 5:00pm, office based
- Are you working within financial services and looking to take the next step into Wealth Planning?
- Perhaps you have experience in pensions administration, investment administration, working for a provider or another area of financial services, and would like to develop your career within financial planning.
- This could also suit someone early in their career, with some financial services experience, who is looking for a company that will provide the training and support to build a long-term career.
About the Company
We're working with a highly respected Wealth Management Practice with 50+ employees across four offices, which has continued to grow while retaining its friendly, family-oriented culture.
The business places a huge emphasis on training, mentoring and internal development, with regular one-to-ones, structured support and clear progression pathways.
The Role
You'll join an established administration team, supporting Financial Advisers across the client journey.
The role will include:
- Supporting advisers with day-to-day client administration.
- Preparing documentation and maintaining accurate client records.
- Liaising with providers and third parties.
- Assisting with new business and ongoing client servicing.
- Updating internal systems and supporting the wider administration team.
- Developing your knowledge across pensions, investments and wider financial planning.
As your knowledge develops, you'll gradually take on more responsibility
Training & Progression
You'll receive full training and ongoing support from experienced managers with previous experience of helping people develop their wealth planning skill set.
What's on Offer
- £26,000 - £30,000 depending on experience.
- Monday to Friday, 9:00am - 5:00pm.
- Full training and professional qualification support.
- Excellent staff retention and a genuinely supportive culture.
- Long-term progression within a growing financial planning business.
- Pay increases for exams passed
If you're looking to transition your existing financial services experience into Wealth Planning, this is a fantastic opportunity to join a business that will genuinely invest in your development.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
