At a Glance
- Tasks: Support Advisers by producing client documentation and processing new business.
- Company: A growing Wealth Management practice with a focus on professional development.
- Benefits: £40,000 salary, discretionary bonus, hybrid work, and 25 days holiday.
- Other info: Great career progression opportunities towards becoming a Junior Paraplanner.
- Why this job: Step up your career in a technical role with real impact in wealth planning.
- Qualifications: Experience in wealth management and ambition to pursue financial qualifications.
The predicted salary is between 40000 - 40000 £ per year.
Location: London (Hybrid - 2-3 days per week in the office)
Salary: £40,000 + discretionary bonus
Are you an experienced Wealth Planning Administrator looking to develop into a Junior Paraplanner role? Or perhaps you're currently working within an SJP Practice, IFA or Wealth Management firm and feel ready for a more technical position with greater responsibility? If so, we may have the perfect opportunity for you.
The Role / Company
Our client is a successful and growing Wealth Management practice seeking a Technical Wealth Planning Administrator / Junior Paraplanner to provide high-level support to the Advisers within the business. This is an excellent opportunity for an experienced administrator who enjoys the technical side of wealth planning and wants to further develop their knowledge and career within a professional and highly regarded firm. You will work closely with the Advisers, taking responsibility for producing client documentation, processing new business and ensuring clients receive an exceptional level of service throughout the advice process.
Responsibilities
- Producing suitability reports, client correspondence and recommendation documentation
- Preparing quotations, illustrations, valuations and other technical documentation
- Processing new business accurately and efficiently in line with FCA and company standards
- Providing administrative and technical support to Advisers
To be successful in this role you will need:
- Experience working within an SJP Practice, IFA or Wealth Management environment
- Desirable: Progress towards Diploma in Regulated Financial Planning or ambition to study towards qualifications
What our client offers:
- Salary of £40,000
- Discretionary bonus
- 5% employer pension contribution
- 25 days holiday plus bank holidays
- Hybrid working (2-3 days per week in the London office)
- Career progression towards a paraplanning role
If you're an experienced Wealth Planning Administrator looking for a more technical role and the opportunity to develop into a Junior Paraplanner, we'd love to hear from you.
Technical Wealth Planning Administrator / Junior Paraplanner (SJP Practice) 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.
