Wealth Planning Administrator

ZipRecruiter; Tonbridge and Malling; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

A leading independent financial advisory firm is seeking a Wealth Planning Administrator to provide vital administrative support for ultra-high-net-worth clients. This role offers hybrid working options, comprehensive exam support, and clear paths for career progression in a collaborative environment focused on excellent client service.

Benefits

Hybrid working options

Comprehensive exam and study support

Career progression opportunities

Critical illness and private medical insurance

5% pension contribution

25 days holiday

Qualifications

• Experience in financial services or wealth management administration.
• Strong organisational skills and keen attention to detail.
• Proactive and motivated mindset for excellent client service.

Responsibilities

• Managing important client documentation and ensuring high-quality service.
• Providing essential high-level administrative support to advisers.

Skills

Organisational skills

Attention to detail

Client service

Proactive mindset

Job description

Job Description

Wealth Planning Administrator

Location: Stansted Mountfitchet

Salary: £28,000 - £32,000

Hybrid options with Monday and Friday from home

Are you a Wealth Planning Administrator looking to take the next step in your career?

We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)

firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility

in your current role or a place that offers a clear progression path and exam support, this

opportunity could be for you.

Why Consider This Role?

This is a chance to work with a dedicated team at a boutique, wholly independent

IFA, where client service and personalised financial planning are paramount. You’ll be

supporting advisers by managing important client documentation, and ensuring a smooth,

high-quality service for ultra-high-net-worth clients. Your role will be essential in

maintaining high-level administrative support.

Career Progression & Exam Support

Looking for personal development? Our client offers a clear progression structure through

to client relationship manager, paraplanner or adviser and full support for your exams. This is

an excellent opportunity if you’re passionate about advancing your career in wealth planning.

You’ll be mentored by experienced professionals, ensuring that you continue to grow and

develop in the role if desired. Equally, if you enjoy the administration support side, it’s your

opportunity to join a close collaborative team, with a fantastic atmosphere and stability

through great staff retention.

Key Requirements:

• Experience in financial services or wealth management administration
• Strong organisational skills and keen attention to detail
• A proactive and motivated mindset, committed to excellent client service
• Ability to manage workloads effectively and work independently

What’s in It for You?

• Hybrid working options with Monday and Friday from home if desired.
• Comprehensive exam and study support
• Career progression in a growing firm
• A chance to work with high-calibre clients and a supportive team environment
• Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.

If you're ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!