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For Companies At a Glance
- Tasks: Provide exceptional client service and support to advisers in a collaborative environment.
- Company: Boutique wealth planning firm with a social office atmosphere.
- Benefits: 28 days holiday, hybrid working, and full study support for professional development.
- Why this job: Join a dynamic team and build strong client relationships while enjoying work-life balance.
- Qualifications: Experience in administration and a desire to learn about wealth planning.
- Other info: Flexible hours and opportunities for both full-time and part-time roles.
The predicted salary is between 28000 - 38000 £ per year.
Job Description
Date posted: 19 September 2025
Pay: £28,000.00-£38,000.00 per year
Job Description:
Wealth Planning Administrator – Full or Part Time considered
Location: Aylesbury
Ample home working – 1-2 days office based per week maximum
Salary: £28,000 – £38,000 depending upon experience
- Are you a Wealth Planning Administrator looking for your next role?
- Are you looking for more home working and flexibility?
- Would you enjoy working collaboratively with a Paraplanner and 2 advisers and playing a pinnacle support role with a high level of responsibility
- Would you enjoy being able to build and develop strong relationships with the clients?
If so, we can help
Company/Role Information
- Our client is chartered independent wealth planning company based in a High Street location in Aylesbury
- The company is a boutique wealth planning company and you will be working closely with 1 Paraplanner and two Advisers. They are situated in a shared office location with a few other companies, so although small themselves – the atmosphere in the office is social.
- This role is all about Providing exceptional client servicing and administration support through close collaboration with the paraplanner, to Support the two advisers within the business.
- The role will be busy and full of variety, including being the main point of contact for clients via calls and email, processing new business, contacting providers, and diary management
- Any administrator either with experience of suitability letter writing and research would be desirable, as the paraplanner and you will work very closely together, and the administrator can take on some of the simpler paraplanning tasks if desired.
- So it’s a great opportunity for anyone who wants that close collaboration with a paraplanner and the opportunity o gain new technical skills as well.
Other things to note with the role/benefits
- They offer 28 days holiday plus bank holidays and the two weeks off between Christmas and new year
- Hybrid working – 1-2 days in the office per week. Lots of room for flexibility with working and happy to consider both full and part time.
- Hours 9am – 5pm.
- Full study and exam support towards the Diploma is also provided.
So, if you are looking for truly collaborative environment with the chance to be a crucial team member with lots of work life balance, then please apply for the role and we can run through in more detail.
Wealth Planning Administrator - 1 day in the office employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator - 1 day in the office
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning industry. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy, we’re all in this together!
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. We want you to shine when discussing how your skills align with their needs. Practice common interview questions and have your own ready to go!
✨Tip Number 3
Show off your personality! When you get the chance to meet potential employers, let your enthusiasm for the role and the company shine through. We believe that being genuine can set you apart from the crowd.
✨Tip Number 4
Don’t forget to follow up! After an interview, drop a quick thank-you email to express your appreciation. It’s a simple gesture that shows you’re keen and professional. Plus, it keeps you fresh in their minds!
We think you need these skills to ace Wealth Planning Administrator - 1 day in the office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Wealth Planning Administrator role. Highlight any relevant experience in client servicing and administration support, as well as your ability to work collaboratively with a team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background makes you a perfect fit. Don’t forget to mention your interest in hybrid working and flexibility!
Showcase Your Communication Skills: Since this role involves being the main point of contact for clients, make sure to demonstrate your strong communication skills in your application. Use clear and concise language, and don’t shy away from showing your personality!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s super easy, and we’ll be able to review your application quickly. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you understand the role of a Wealth Planning Administrator inside out. Familiarise yourself with the key responsibilities, like client servicing and collaboration with the Paraplanner. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since this role involves being the main point of contact for clients, practice articulating your thoughts clearly. Prepare examples of how you've successfully managed client relationships or resolved issues in the past. This will demonstrate your ability to communicate effectively in a busy environment.
✨Highlight Your Team Spirit
This job is all about collaboration, so be ready to discuss your experience working in teams. Share specific instances where you supported colleagues or contributed to group projects. This will show that you can thrive in a social office atmosphere and work well with the advisers and Paraplanner.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, the team dynamics, and the specific challenges the Wealth Planning Administrator faces. This not only shows your interest but also helps you gauge if the role is the right fit for you. Plus, it gives you a chance to engage with your interviewers on a deeper level.
