At a Glance
- Tasks: Support wealth planning processes in a collaborative pod-style team.
- Company: Cranleigh Personnel, committed to integrity and community involvement.
- Benefits: Hybrid work, exam support, and a day for charity work.
- Other info: Enjoy a dynamic work environment with a focus on community.
- Why this job: Join a supportive team with opportunities for growth towards paraplanning.
- Qualifications: Strong administrative skills and a passion for wealth planning.
The predicted salary is between 30000 - 32000 £ per year.
Cranleigh Personnel is recruiting an IFA Administrator to join a Support Hub in Colchester.
You will work in a pod-style team alongside up to two advisers and a paraplanner, handling administration to support wealth planning processes.
The role offers hybrid working (2 days WFH after probation), with progression toward paraplanning.
Company values include integrity and community involvement, plus exam support and a day for community charity work.
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Wealth Planning Administrator | Hybrid Work & Growth Path in Great Bentley employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
