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- Tasks: Support advisers by managing client documentation and ensuring high-quality service.
- Company: Join a boutique IFA firm focused on ultra-high-net-worth clients.
- Benefits: Enjoy hybrid working, exam support, 25 days holiday, and health benefits.
- Why this job: Advance your career in a supportive team with clear progression paths.
- Qualifications: Experience in financial services, strong organisational skills, and a proactive mindset required.
- Other info: Work with high-calibre clients in a collaborative atmosphere.
The predicted salary is between 28000 - 32000 £ per year.
Location: Stansted Mountfitchet
Salary: £28,000 - £32,000
Hybrid options with Monday and Friday from home
Are you a Wealth Planning Administrator looking to take the next step in your career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA) firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility in your current role or a place that offers a clear progression path and exam support, this opportunity could be for you.
Why Consider This Role?
This is a chance to work with a dedicated team at a boutique, wholly independent IFA, where client service and personalised financial planning are paramount. You’ll be supporting advisers by managing important client documentation, and ensuring a smooth, high-quality service for ultra-high-net-worth clients. Your role will be essential in maintaining high-level administrative support.
Career Progression & Exam Support
Looking for personal development? Our client offers a clear progression structure through to client relationship manager, paraplanner or adviser and full support for your exams. This is an excellent opportunity if you’re passionate about advancing your career in wealth planning. You’ll be mentored by experienced professionals, ensuring that you continue to grow and develop in the role if desired. Equally, if you enjoy the administration support side, it’s your opportunity to join a close collaborative team, with a fantastic atmosphere and stability through great staff retention.
Key Requirements:
- Experience in financial services or wealth management administration
- Strong organisational skills and keen attention to detail
- A proactive and motivated mindset, committed to excellent client service
- Ability to manage workloads effectively and work independently
What’s in It for You?
- Hybrid working options with Monday and Friday from home if desired.
- Comprehensive exam and study support
- Career progression in a growing firm
- A chance to work with high-calibre clients and a supportive team environment
- Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
If you're ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!
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 boutique Independent Financial Advisor (IFA) firm thoroughly. Understand their values, client base, and the specific services they offer to ultra-high-net-worth clients. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current employees or others in similar roles. This can provide you with insider insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail in depth. Think of specific examples from your past experiences where these skills were crucial in managing client documentation or supporting advisers. Being able to articulate this effectively can set you apart from other candidates.
✨Tip Number 4
Showcase your proactive mindset by preparing questions about career progression and exam support during your interview. This not only demonstrates your ambition but also your commitment to personal development, which aligns with the firm's values and goals.
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 financial services or wealth management administration. Emphasise your organisational skills and attention to detail, as these are key requirements for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive mindset and commitment to excellent client service. Mention why you are interested in working with ultra-high-net-worth clients and how you can contribute to the team.
Highlight Career Progression Goals: In your application, express your enthusiasm for career progression and exam support. Mention any specific goals you have in mind, such as becoming a client relationship manager or paraplanner.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Cranleigh Personnel
✨Research the Company
Before your interview, take some time to research the boutique Independent Financial Advisor firm. Understand their values, services, and the type of clients they work with. This will help you tailor your answers and show genuine interest in the role.
✨Highlight Relevant Experience
Make sure to emphasise any previous experience you have in financial services or wealth management administration. Be prepared to discuss specific examples of how you've managed client documentation and provided excellent service.
✨Demonstrate Organisational Skills
Given the importance of strong organisational skills for this role, be ready to share examples of how you've effectively managed workloads and maintained attention to detail in past positions. This will showcase your ability to thrive in a high-pressure environment.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the career progression opportunities and exam support mentioned in the job description. This shows that you're serious about your professional development and interested in growing within the company.
