At a Glance
- Tasks: Support Financial Advisers and manage client data for pensions, investments, and protection.
- Company: Join a well-established financial planning practice in Poole.
- Benefits: Salary up to £35,000, exam support, and clear career progression.
- Other info: Office-based role with a collaborative team environment.
- Why this job: Gain valuable experience in finance while supporting clients on their journey.
- Qualifications: Strong organisational skills and a passion for financial planning.
The predicted salary is between 35000 - 35000 £ per year.
Cranleigh Personnel is recruiting a Wealth Planning Administrator in Poole to join a well-established financial planning practice. This office-based role offers a salary up to £35,000, Monday to Friday, 9:00am - 5:00pm, with exam support towards the Diploma in Financial Planning and clear progression paths.
You will support Financial Advisers across the client journey, handle pensions, investments and protection data, prepare documentation and maintain accurate records in a collaborative environment.
Wealth Planning Admin: Career Growth & Exam Support 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.
