Trainee Wealth Planning Admin - Full Training

Cranleigh Personnel; Corsham; On-site; GBP 26,000 - 30,000; Full time

Benefits offered by this job

Salary £26k-£30k

Full training & qualifications

Supportive culture

Career progression

Exam pay raises

Job summary

Cranleigh Personnel in Corsham is recruiting a Trainee Wealth Planning Administrator. The role supports Financial Advisers across the client journey and sits within a busy administration team.

You will receive full training, work Monday to Friday 9am-5pm, and have the opportunity to gain professional qualifications as you develop your wealth planning knowledge. Salary £26,000 - £30,000 depending on experience.

Qualifications

• Experience within financial services desirable.
• Interest in wealth planning and administrative support.
• Early career with some financial services experience seeking training and development.

Responsibilities

• Supporting advisers with day-to-day client administration.
• Preparing documentation and maintaining accurate client records.
• Liaising with providers and third parties.
• Assisting with new business and ongoing client servicing.
• Updating internal systems and supporting the wider administration team.
• Developing knowledge across pensions, investments and wider financial planning.

Job description

Cranleigh Personnel in Corsham is recruiting a Trainee Wealth Planning Administrator. The role supports Financial Advisers across the client journey and sits within a busy administration team.

You will receive full training, work Monday to Friday 9am-5pm, and have the opportunity to gain professional qualifications as you develop your wealth planning knowledge. Salary £26,000 - £30,000 depending on experience.