Wealth Planning Administrator

Overview

Wealth Planning Administrator

Location: Harrogate

Salary: £25,000 – £32,000 depending upon experience

Hours: Full time

  • Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
  • Or are you feeling like your career is developing enough with your current practice?
  • Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?

If so, then we may have the opportunity for you…

The role/Company:

  • Our client is a wealth planning practice based in Harrogate
  • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
  • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
  • You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience

As a Wealth Planning Administrator:

  • You will need previous experience within a wealth planning practice
  • You may have taken some professional qualifications already however this is not essential

If you are ready for a change to an expanding wealth planning practice then please apply.

  • Please note your application will be automatically rejected if you do not have wealth planning experience

Related Jobs

  • Paraplanner

    Job Type: Paraplanners

    Location: Stockbridge

    Wealth Planning Administrator

    Overview

    Wealth Planning Administrator

    Location: Harrogate

    Salary: £25,000 – £32,000 depending upon experience

    Hours: Full time

    • Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
    • Or are you feeling like your career is developing enough with your current practice?
    • Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?

    If so, then we may have the opportunity for you…

    The role/Company:

    • Our client is a wealth planning practice based in Harrogate
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
    • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
    • You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience

    As a Wealth Planning Administrator:

    • You will need previous experience within a wealth planning practice
    • You may have taken some professional qualifications already however this is not essential

    If you are ready for a change to an expanding wealth planning practice then please apply.

    • Please note your application will be automatically rejected if you do not have wealth planning experience

    Related Jobs

    • Paraplanner

      Job Type: Paraplanners

      Location: Stockbridge

      Paraplanner

      Location: Stockbridge – with up to 3 days working from home

      Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?

      Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.

      You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.

      As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?

      • Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
      • Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
      • A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.

      About You:The ideal candidate will have:

      • Strong knowledge of the wealth planning process, including research, product, and platform expertise.
      • Experience drafting suitability letters and providing high-level technical support to advisers.
      • The Level 4 Diploma in Financial Planning (desirable but not essential).

       

      If this role sounds like the next step for your career then please get in touch.

      Read More

    • Paraplanner SJP – REMOTE WORKING

      Job Type: Paraplanners

      Location: London

      Paraplanner SJP – REMOTE WORKING

      REMOTE – 1 PER QUARTER AT LONDON OFFICE

      £35,000 – £45,000 depending upon experience

       

      Are you an experienced SJP Paraplanner who is now considering your next move?

      • Are you an experienced Paraplanner with experience in IHT and Trust work?
      • Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
      • Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?

       

      The role/Company:

      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
      • You will have full exam support and development
      • You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
      • Route through to advice if desired.
      • You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter

       

      So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company in more detail.

      Read More

    Read More

  • Paraplanner SJP – REMOTE WORKING

    Job Type: Paraplanners

    Location: London

    Wealth Planning Administrator

    Overview

    Wealth Planning Administrator

    Location: Harrogate

    Salary: £25,000 – £32,000 depending upon experience

    Hours: Full time

    • Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
    • Or are you feeling like your career is developing enough with your current practice?
    • Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?

    If so, then we may have the opportunity for you…

    The role/Company:

    • Our client is a wealth planning practice based in Harrogate
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
    • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
    • You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience

    As a Wealth Planning Administrator:

    • You will need previous experience within a wealth planning practice
    • You may have taken some professional qualifications already however this is not essential

    If you are ready for a change to an expanding wealth planning practice then please apply.

    • Please note your application will be automatically rejected if you do not have wealth planning experience

    Related Jobs

    • Paraplanner

      Job Type: Paraplanners

      Location: Stockbridge

      Paraplanner

      Location: Stockbridge – with up to 3 days working from home

      Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?

      Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.

      You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.

      As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?

      • Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
      • Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
      • A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.

      About You:The ideal candidate will have:

      • Strong knowledge of the wealth planning process, including research, product, and platform expertise.
      • Experience drafting suitability letters and providing high-level technical support to advisers.
      • The Level 4 Diploma in Financial Planning (desirable but not essential).

       

      If this role sounds like the next step for your career then please get in touch.

      Read More

    • Paraplanner SJP – REMOTE WORKING

      Job Type: Paraplanners

      Location: London

      Paraplanner SJP – REMOTE WORKING

      REMOTE – 1 PER QUARTER AT LONDON OFFICE

      £35,000 – £45,000 depending upon experience

       

      Are you an experienced SJP Paraplanner who is now considering your next move?

      • Are you an experienced Paraplanner with experience in IHT and Trust work?
      • Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
      • Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?

       

      The role/Company:

      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
      • You will have full exam support and development
      • You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
      • Route through to advice if desired.
      • You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter

       

      So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company in more detail.

      Read More

    Read More

Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837