At a Glance
- Tasks: Join a collaborative team to deliver high-quality client experiences in wealth planning.
- Company: Established Chartered financial planning firm with a strong reputation and supportive culture.
- Benefits: Competitive salary, 12% bonus, hybrid work, and generous leave options.
- Other info: Clear pathways for career progression and regular team social events.
- Why this job: Make a real impact in a stable, growing firm that values your experience.
- Qualifications: Experience as an IFA Administrator and strong communication skills required.
The predicted salary is between 34000 - 40000 £ per year.
Looking for a role where your experience in wealth planning is genuinely valued? If you’re an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step. This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it.
About the Company
This is a well-established, Chartered financial planning firm with a strong reputation and continued growth. They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment. Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working.
The Role
You’ll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience. This is a hands-on role where your experience will be valued, and you’ll play a key part in ensuring the smooth running of the advice process. Key responsibilities include:
- Producing portfolio reports and pre-meeting documentation
- Reviewing and managing client cash accounts
- Submitting and implementing new business
- Maintaining accurate client records using systems such as Intelliflo and Concert Hub
- Liaising with providers and supporting the end-to-end client journey
- Managing your own workflow and meeting service level expectations
- Working collaboratively with advisers, paraplanners and the wider team
- Escalating issues where needed to ensure smooth delivery
This is a role where you’ll be trusted, involved and able to make a real impact.
What They’re Looking For
- Experience as an IFA Administrator within a wealth planning environment is desirable
- Strong understanding of financial planning processes and client servicing
- High attention to detail and organisational skills
- Confident communicator who works well in a team
- Ability to manage workload in a structured, fast-paced environment
Salary Benefits
- £34,000 – £40,000 salary depending on experience
- Discretionary bonus up to 12% per annum (subject to KPIs)
- 32 days annual leave including bank holidays
- Option to buy and sell holiday
- 10 days paid sick leave per year (subject to terms)
- 2 emergency days per year
- Hybrid working, 2 days from home after probation
- Flexible hours scheme
- Company pension with employer matching up to 5%
- Private medical insurance
- Income protection insurance
- Death in service life assurance
- Rail season ticket loan
- Vivup employee benefits platform
- Green Commute Initiative
- Regular team incentives and social events
Progression
This is a business that actively supports career development. Whether you’re looking to deepen your expertise within administration or progress into paraplanning, there are clear and structured pathways in place to help you get there over time. If you’re an experienced IFA Administrator looking to join a stable, growing firm where you’ll feel part of the team and have room to progress, this is a great opportunity to explore.
Wealth Planning Administrator - 12% bonus and 2 days from home employer: Cranleigh Personnel
Join a well-established Chartered financial planning firm in the heart of London, where your expertise as a Wealth Planning Administrator is truly valued. With a strong emphasis on team collaboration and a supportive work culture, you'll enjoy regular social events and incentives while benefiting from a generous 12% bonus, hybrid working options, and clear pathways for career progression. This is not just a job; it's a place where you can thrive and develop your career in a rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Administrator - 12% bonus and 2 days from home
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities at firms like this one. A personal recommendation can really make you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of wealth planning processes. Be ready to discuss how your experience aligns with the role and how you can contribute to the team’s success.
✨Tip Number 3
Show your enthusiasm for the company culture! During interviews, mention how important a collaborative environment is to you and share examples of how you've thrived in team settings before.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining a firm that values its people.
We think you need these skills to ace Wealth Planning Administrator - 12% bonus and 2 days from home
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the IFA Administrator role. Highlight your wealth planning experience and any relevant achievements to show us why you're the perfect fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us about your passion for financial planning and how you can contribute to our collaborative team culture. Keep it engaging and personal!
Showcase Your Team Spirit:Since we value teamwork, share examples of how you've worked effectively in a team before. Whether it's collaborating on projects or supporting colleagues, let us know how you thrive in a team environment.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth planning and financial processes. Familiarise yourself with terms like portfolio reports and client cash accounts, as these will likely come up in conversation. Showing that you understand the role's responsibilities will impress the interviewers.
✨Showcase Your Team Spirit
Since this role emphasises collaboration, be ready to discuss examples of how you've worked effectively in a team. Share stories that highlight your communication skills and how you’ve contributed to a positive team environment. This will demonstrate that you’re a good fit for their culture.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions about the company culture, team dynamics, and career progression opportunities. This shows your genuine interest in the firm and helps you assess if it’s the right place for you.
✨Be Organised
Given the fast-paced nature of the role, being organised is key. Bring a notepad or digital device to jot down important points during the interview. This not only helps you remember details but also demonstrates your organisational skills right from the start.
