Wealth Planning Administrator

ZipRecruiter; Corsham; On-site; GBP 25,000 - 30,000; Full time

Job summary

A growing wealth management practice is seeking a Wealth Planning Administrator in Corsham. The position offers structured career development with support for exams leading to further administrative progression or paraplanning. Ideal for candidates looking for professional growth in a supportive environment.

Benefits

Structured career development and exam plan

Pay increases for each exam passed

Full financial support for exams

Qualifications

• Candidates should have previous experience in wealth planning support, desirable but not essential.
• A driving license is required due to the rural location.

Responsibilities

• Support the annual review and client services departments.
• Engage in structured career development and training aligned with personal goals.

Job description

Job Title: Wealth Planning Administrator

Location: Corsham

Hours: 9 am - 5 pm

Salary: Up to £30,000

About the Role

Are you a Wealth Planning Administrator seeking your next challenge? Are you currently employed at a smaller wealth planning practice and looking to join a larger organization with established processes? Or do you feel your career development has plateaued?

If so, this opportunity might be perfect for you.

The Company and Role

Our client is a well-established Wealth Management Practice seeking their next wealth management administrator for their annual review and client services departments.

They welcome candidates with a range of experience; previous direct wealth planning support experience is desirable but not essential.

The company comprises 50 employees across four offices. They have experienced rapid expansion recently, creating opportunities for growth and development. The practice manager is passionate about employee development, managing processes, and maintaining a positive work environment with high staff retention.

Benefits and Development

• Structured career development and exam plan aligned with your goals, whether aiming for a paraplanning position, adviser role, or further administrative progression.
• Pay increases for each exam passed, with full financial support for exams.

Additional Information

While the practice is growing, they maintain a 'family feel.' Cultural fit is important as they are an integral part of their local communities.

Please note, due to the rural location, a driving license is required.

The role involves a five-day in-office workweek.

If you're looking for a fresh start, want to gain more technical experience, or aspire to move into paraplanning, apply now to learn more about this supportive and growing team.