Wealth Planning Administrator

Wealth Planning Administrator

Rochester Full-Time 28000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Advisers with admin tasks in a growing team.
  • Company: Join a dynamic SJP practice in Cliffe Woods, Kent.
  • Benefits: Enjoy hybrid working and full exam support for career growth.
  • Why this job: Great opportunity for career development in a supportive environment.
  • Qualifications: Previous experience in an SJP practice is required; qualifications are a plus.
  • Other info: Be part of a team during an exciting period of expansion.

The predicted salary is between 28000 - 35000 £ per year.

Job Description

Wealth Planning Administrator (SJP Practice)

Location: Cliffe Woods, Kent

Salary: £32,000 – £35,000 depending upon experience

Hours: Full time, Hybrid Working 3 days in the office

Are you currently working for a smaller SJP practice and are looking to join a larger practice?

Or are you feeling like your career is developing enough with your current SJP practice?

Would you like to join a company which offers hybrid working?

If so, then we may have the opportunity for you…

The role/Company:

  • This SJP practice is based in Cliffe Woods and working in an admin team of 8 you will be supporting 9 Advisers
  • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
  • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
  • You will be working closely with a range of Advisers and providing full admin support from start to finish

As a Wealth Planning Administrator

  • You will need previous experience within an SJP practice
  • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

If you are ready for a change to an expanding SJP practice then please apply.

Wealth Planning Administrator employer: Cranleigh Personnel

Join our dynamic SJP practice in Cliffe Woods, where we prioritise employee growth and development through comprehensive exam support and a collaborative work environment. With hybrid working options and a focus on career advancement, we offer a rewarding opportunity for those looking to elevate their careers in wealth planning. Experience the benefits of being part of a larger, expanding team while enjoying a supportive culture that values your contributions.
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Contact Detail:

Cranleigh Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Planning Administrator

✨Tip Number 1

Network with professionals in the financial services sector, especially those working in SJP practices. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.

✨Tip Number 2

Research the specific challenges and opportunities facing larger SJP practices compared to smaller ones. This knowledge will help you demonstrate your understanding of the role and how you can contribute to their growth during any discussions.

✨Tip Number 3

Prepare to discuss your previous experience in detail, focusing on how it aligns with the responsibilities of a Wealth Planning Administrator. Highlight any specific achievements or projects that showcase your skills in supporting advisers.

✨Tip Number 4

Familiarise yourself with the latest trends in wealth planning and financial advice. Being knowledgeable about current market conditions and regulatory changes will show your commitment to the field and your readiness to support the advisers effectively.

We think you need these skills to ace Wealth Planning Administrator

Knowledge of Wealth Management
Experience in SJP Practices
Strong Administrative Skills
Attention to Detail
Excellent Communication Skills
Client Relationship Management
Organisational Skills
Ability to Work in a Team
Time Management
Proficiency in Microsoft Office Suite
Understanding of Financial Regulations
Problem-Solving Skills
Adaptability to Change
Willingness to Pursue Professional Qualifications

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in an SJP practice. Emphasise any relevant skills and responsibilities that align with the Wealth Planning Administrator role, such as supporting advisers and managing administrative tasks.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention why you are looking to transition to a larger practice and how your background makes you a great fit for their team.

Highlight Professional Development: If you have any professional qualifications or are keen to pursue further qualifications, make sure to mention this in your application. The company values growth and development, so showing your commitment to learning will stand out.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative role.

How to prepare for a job interview at Cranleigh Personnel

✨Showcase Your Experience

Make sure to highlight your previous experience within an SJP practice. Be prepared to discuss specific examples of how you've supported advisers and contributed to the team's success.

✨Demonstrate Your Commitment to Development

Since the role offers full exam support, express your eagerness to continue your professional qualifications. Mention any relevant courses or certifications you are interested in pursuing.

✨Understand the Company Culture

Research the company’s values and culture before the interview. Be ready to explain why you want to join a larger practice and how you align with their growth ambitions.

✨Prepare Questions for the Interviewers

Have a few thoughtful questions ready to ask the interviewers. This shows your interest in the role and helps you assess if the company is the right fit for you.

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