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- Tasks: Support wealth management processes and client services in a dynamic team environment.
- Company: Join a rapidly growing Wealth Management Practice with a strong community focus.
- Benefits: Enjoy structured career development, exam support, and pay rises for achievements.
- Why this job: Be part of a supportive team that values employee growth and maintains a family feel.
- Qualifications: Previous experience in wealth planning is a plus, but not essential; driving required due to location.
- Other info: Work hours are 9am-5pm, five days a week in the office.
The predicted salary is between 24000 - 30000 £ per year.
Based in Sherborne, working hours are 9am-5pm with a salary of up to £30,000.
Are you a Wealth Planning Administrator looking for your next challenge? Are you currently working for a smaller wealth planning practice and looking to join a larger practice with established processes and procedures? Or are you feeling like your career isn’t developing enough? If so, we have the opportunity for you.
The company and role:
- Our client is a well-established Wealth Management Practice, looking for their next wealth management administrator hire in both their annual review department and client services department.
- They can consider a wide range of experience; any previous direct wealth planning support experience is desirable but not essential.
- The company consists of 50 employees across four offices and has expanded rapidly in recent years, opening up opportunities for employee growth and development.
- The practice manager is passionate about encouraging and developing employees, managing processes and procedures, and ensuring a highly desirable working environment with great staff retention.
- They offer a structured career development and exam plan based around your goals, whether that be working towards a paraplanning position, an Adviser role, or progressing within administration.
- Pay rises are offered for each exam passed, with full financial support for these as well.
- Despite growing, they have maintained the 'family feel' of their practice, with cultural fit being key as they are an integral part of each community their offices are based in.
Please note that due to the rural location, you will need to be a driver. They operate a 5-day working week in the office.
If you are thinking you need a fresh start to gain more technical experience and a route to paraplanning, or want to be part of a well-established, growing, and hugely supportive team, then please apply and we can run through the role in more detail.
Wealth Planning Administrator employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, culture, and the specific services they offer. This will help you demonstrate your genuine interest in joining their team and how you can contribute to their goals.
✨Tip Number 2
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and the role itself, which can help you tailor your approach during the interview.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your skills relevant to wealth planning administration. Highlight your ability to manage processes, support clients, and work within a team, as these are key aspects of the role.
✨Tip Number 4
Be ready to discuss your career aspirations and how they align with the company's growth. Show enthusiasm for the structured career development they offer and express your willingness to pursue further qualifications, as this demonstrates your commitment to personal and professional growth.
We think you need these skills to ace Wealth Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth planning or administration. Emphasise any roles where you've supported financial advisors or worked in client services, as this will resonate with the company's needs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire for career development. Mention how you align with the company's values, especially their focus on employee growth and community involvement.
Highlight Your Skills: In your application, clearly outline skills that are relevant to the role, such as attention to detail, organisational abilities, and any experience with financial software. This will help demonstrate your suitability for the position.
Show Enthusiasm for Growth: Express your eagerness to learn and develop within the company. Mention any specific goals you have, such as pursuing paraplanning or advisory roles, to show that you're looking for a long-term commitment.
How to prepare for a job interview at Cranleigh Personnel
✨Research the Company
Before your interview, take some time to learn about the wealth management practice. Understand their values, culture, and the services they offer. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Highlight Relevant Experience
Even if you don't have direct wealth planning support experience, think about transferable skills from previous roles. Be ready to discuss how your background can contribute to their client services or annual review departments.
✨Show Enthusiasm for Development
The company values career growth and development. Be prepared to discuss your career goals and how you see yourself progressing within the organisation. Mention any relevant qualifications or exams you are interested in pursuing.
✨Demonstrate Cultural Fit
Since cultural fit is key for this practice, be sure to convey your alignment with their family-oriented approach. Share examples of how you've contributed to a positive team environment in past roles.
