Wealth Planning Administrator

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

Job summary

A well-established Wealth Management Practice in Shaftesbury is seeking a Wealth Planning Administrator. This role offers structured career development, financial support for qualifications, and the chance to be part of a supportive team. Ideal for those seeking technical experience or a pathway to paraplanning.

Benefits

Structured career development

Financial support for exams

Opportunities for growth

Qualifications

• Experience in wealth planning support is desirable but not essential.
• Driver's license required due to rural location.

Responsibilities

• Support in annual reviews and client services departments.
• Manage processes and workflow for a positive working environment.

Skills

Wealth Planning Support

Client Services

Technical Experience

Education

Full financial support for qualifications

Job description

Job Description

Wealth Planning Administrator

Based Shaftesbury

Hours 9am-5pm

Salary 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 do you feel 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 seeking their next wealth management administrator for roles in their annual review and client services departments.

They consider a wide range of experience—any previous direct wealth planning support experience is desirable but not essential.

The company has 50 employees across four offices. Having expanded rapidly in recent years, they offer opportunities for growth and development. The practice manager is passionate about encouraging employees, managing processes, procedures, and workflow to ensure a positive working environment with high staff retention.

They provide structured career development and exam plans aligned with your goals—whether aiming for a paraplanning position, an adviser role, or progression within administration. They also offer pay rises for each exam passed and full financial support for these qualifications.

Despite growth, they maintain a 'family feel' within the practice. Cultural fit is important, as they are an integral part of the communities around their offices.

Please note, due to the rural location, a driver’s license is required.

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

If you’re seeking a fresh start, more technical experience, or a pathway to paraplanning, and want to join a well-established, supportive team, please apply. We can then discuss the role in more detail.