Wealth Planning Admin Specialist β€” Growth Role

Wealth Planning Admin Specialist β€” Growth Role

Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support Financial Advisers with top-notch administrative tasks and enhance client experiences.
  • Company: Cranleigh-Personnel, a modern and supportive workplace in Ashbourne.
  • Benefits: Competitive salary of Β£35,000 - Β£45,000 and real career progression opportunities.
  • Other info: Enjoy a collaborative environment with excellent growth potential.
  • Why this job: Join a dynamic team and make a difference in wealth planning.
  • Qualifications: Experience in wealth planning administration and strong organisational skills.

The predicted salary is between 35000 - 45000 Β£ per year.

Cranleigh-Personnel is seeking a Wealth Planning Administrator in Ashbourne, Derbyshire. This role supports Financial Advisers with high-quality administrative tasks and contributes to excellent client experiences.

Offering a competitive salary of Β£35,000 - Β£45,000, this position provides real career progression opportunities within a modern and supportive working environment.

Ideal candidates will have prior experience in wealth planning administration and strong organisational skills.

Wealth Planning Admin Specialist β€” Growth Role employer: Cranleigh Personnel

Cranleigh-Personnel is an excellent employer, offering a competitive salary and a supportive work culture that prioritises employee growth and development. Located in the picturesque town of Ashbourne, Derbyshire, this role not only provides meaningful work in wealth planning administration but also fosters a collaborative environment where your contributions are valued and recognised.

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Contact Details:

Cranleigh Personnel Recruitment Team

We think you need these skills to ace Wealth Planning Admin Specialist β€” Growth Role

Communication Skills
Problem-Solving Skills
Attention to Detail
Adaptability
Client Relationship Management
Analytical Skills
Team Collaboration