Trainee Wealth Planning Administrator (Financial services experience desirable)

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

Trainee Wealth Planning Administrator (experience within financial services desirable)

Location: Corsham

Salary: £26,000 - £30,000 depending on experience

Hours: Monday to Friday, 9:00am - 5:00pm, office based

• Are you working within financial services and looking to take the next step into Wealth Planning?
• Pperhaps you have experience in pensions administration, investment administration, working for a provider or another area of financial services, and would like to develop your career within financial planning.
• This could also suit someone early in their career, with some financial services experience, who is looking for a company that will provide the training and support to build a long-term career.

About the Company

We're working with a highly respected Wealth Management Practice with 50+ employees across four offices, which has continued to grow while retaining its friendly, family-oriented culture.

The business places a huge emphasis on training, mentoring and internal development, with regular one-to-ones, structured support and clear progression pathways.

The Role

You'll join an established administration team, supporting Financial Advisers across the client journey.

The role will include:

• 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 your knowledge across pensions, investments and wider financial planning.

As your knowledge develops, you'll gradually take on more responsibility

Training & Progression

You'll receive full training and ongoing support from experienced managers with previous experience of helping people develop their wealth planning skill set.

What's on Offer

• £26,000 - £30,000 depending on experience.
• Monday to Friday, 9:00am - 5:00pm.
• Full training and professional qualification support.
• Excellent staff retention and a genuinely supportive culture.
• Long-term progression within a growing financial planning business.
• Pay increases for exams passed

If you're looking to transition your existing financial services experience into Wealth Planning, this is a fantastic opportunity to join a business that will genuinely invest in your development.