Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome
Salary: Up to £30,000 - £35,000
Outskirts Ashbourne, Derbyshire
Looking to build a career in Wealth Planning?
- Do you already have experience within financial services and want to move into a financial planning/ IFA environment?
- Or do you have experience within Administration within another field and would love to build a long term career within Wealth planning?
This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways
About the Company
This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning.
The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning.
The Role
You’ll join the administration team, playing a key role in supporting two advisers and delivering high-quality service to clients.
- Submitting and implementing new business
- Supporting advisers and paraplanners with client administration
- Maintaining accurate client records using systems
- Managing your own workload to meet service level expectations
- Collaborating with colleagues across the business to ensure a seamless client experience
- Supporting wider business activities where required
What They’re Looking For
- Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable
- A genuine interest in moving into wealth planning
- Strong organisation and attention to detail
- A proactive and team-focused approach
- Ability to manage your own workload
You’ll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning.
If you’re looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.
Pay: £30,000.00-£35,000.00 per year
Work Location: In person
