Wealth Planning Administrator

ZipRecruiter; Sherborne; On-site; GBP 22,000 - 30,000; Full time

Job summary

A leading wealth management practice in Sherborne seeks a Wealth Planning Administrator. This role offers structured career development and the opportunity for growth while working in a supportive environment. You will assist in client services and enjoy benefits such as pay rises for exam achievements and exam cost support.

Benefits

Structured career development

Financial support for exams

Pay raises for certifications

Qualifications

• Experience in wealth planning support desirable but not essential.
• Desire to develop within the wealth management field.

Responsibilities

• Support the annual review and client services departments.
• Facilitate career development towards paraplanning or adviser roles.

Skills

Wealth Planning Support

Communication

Teamwork

Job description

Job Description

Wealth Planning Administrator

Based in Sherborne

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 seeking to join a larger organization with established processes and procedures?

Or do you feel your career isn’t progressing enough?

If so, we have the opportunity for you...

The company and role:

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

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

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

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

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

Please note, due to the rural location, you will need to be a driver.

The role involves a five-day in-office working week.

If you are seeking a fresh start, want to gain more technical experience, or aspire to move into paraplanning, and wish to be part of a well-established, supportive team—please apply, and we can discuss the role in more detail.