At a Glance
- Tasks: Support advisers and clients in a dynamic wealth planning role.
- Company: Friendly wealth management firm that values teamwork and development.
- Benefits: Competitive salary, bonus, private medical cover, and early finishes on Fridays.
- Other info: Opportunities for long-term career progression into paraplanning or advice.
- Why this job: Make a real impact while developing valuable skills in financial planning.
- Qualifications: Strong administration skills and a client-focused approach.
The predicted salary is between 28000 - 35000 £ per year.
Wealth Planning Administrator Fareham £28,000 - £35,000 (depending on experience) Full-time, office-based Bonus, private medical cover 12:30pm finish every Friday
Are you a wealth planning administrator looking for a company who really value and reward their team? Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role? Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people.
About the company
We're working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team. The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process. This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed. For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available.
The role
This is a varied and involved position where you'll play an important role in ensuring clients receive an excellent experience throughout their financial planning journey. You'll work closely with your adviser, supporting them across all aspects of client servicing and administration, while also liaising with the firm's outsourced paraplanning support. Your responsibilities will include:
- Managing adviser diaries and arranging client meetings
- Acting as a key point of contact for clients and providers
- Processing new business applications and tracking cases through to completion
- Preparing pre and post-meeting documentation
- Maintaining accurate client records and back-office systems
- Supporting annual review processes
- Drafting client correspondence and assisting with technical administration tasks
- Working closely with advisers and paraplanning support to ensure a seamless client journey
What they're looking for
This company is open-minded about background and experience. You may already be working as a Wealth Planning Administrator, IFA Administrator or Financial Services Administrator. Equally, you could come from a professional services environment and have strong administration experience supporting high-net-worth clients, account managers, consultants or advisers. The key qualities they're looking for are:
- Excellent organisational skills
- Strong attention to detail
- A client-focused approach
- Professional communication skills
- A positive and collaborative attitude
- A desire to learn and develop
What's on offer?
- Salary of £28,000 - £35,000 depending on experience
- Discretionary bonus scheme
- Private medical healthcare
- Early finish every Friday (12:30pm)
- Full training and support
- Long-term progression opportunities into paraplanning or advice
- Friendly and supportive team culture
- Opportunity to work closely with clients and advisers and make a genuine impact
If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, we'd love to hear from you.
Wealth Planning Administrator in Hampshire employer: Cranleigh Personnel
Join a highly supportive wealth planning firm in Fareham that truly values its employees and fosters a collaborative work culture. With a focus on teamwork and long-term development, you'll enjoy a friendly environment, opportunities for career progression into paraplanning or financial advice, and benefits like a discretionary bonus scheme and early finishes every Friday. This is an excellent opportunity for those looking to make a meaningful impact while developing their skills in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Administrator in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management field and let them know you're on the lookout for opportunities. A friendly chat can lead to referrals or insider info about openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their values and how they support their team. This will help you tailor your responses and show that you're genuinely interested in being part of their collaborative environment.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence and refine your delivery.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our supportive team and contributing to the fantastic work we do.
We think you need these skills to ace Wealth Planning Administrator in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant admin experience, especially if you've worked with high-net-worth clients before. We want to see how you can fit into our friendly team!
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth planning and how your background makes you a great fit for us. Don’t forget to mention your desire to learn and develop within the role.
Showcase Your Organisational Skills:Since this role requires excellent organisational skills, consider including examples of how you've managed multiple tasks or projects in the past. We love seeing how you keep things running smoothly!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth planning and the specific responsibilities of a Wealth Planning Administrator. Brush up on key terms and processes, as well as the company's values and culture. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Highlight your organisational skills and attention to detail during the interview. Prepare examples from your past experience where you've successfully managed client relationships or supported advisers. This will demonstrate your capability to thrive in a collaborative environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the role and the company culture. For instance, ask how they support their team’s development or what a typical day looks like for a Wealth Planning Administrator. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
✨Be Yourself
The company values a friendly and supportive culture, so let your personality shine through. Be positive and approachable, and don’t hesitate to express your desire to learn and grow within the role. Authenticity can set you apart from other candidates.
