Job Description Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Or do you have experience within Administration within another field and would love to build a long term career within Wealth planning? This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. You’ll join the administration team, playing a key role in supporting two advisers and delivering high-quality service to clients. Supporting advisers and paraplanners with client administration Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable A genuine interest in moving into wealth planning You’ll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you’re looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Planner Scheduler/ Admin in Ashbourne employer: Cranleigh Personnel
Join a dynamic and supportive financial planning firm in Woking, where you'll receive structured training and mentorship from experienced professionals. With a collaborative work culture and regular social events, this company prioritises employee growth and retention, offering a unique blend of close-knit team support and exposure to a vibrant London office. This is an excellent opportunity for those looking to kickstart their career in financial services within a reputable and award-winning business.
