This job listing has expired
Senior Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 1 month ago - Applications have closed
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Senior Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Job Type: Administrator
Location: Corsham
Wealth Planning Administrator
Based Corsham,
Hours 9 am-5pm
Salary up to £35000
Are you a Wealth Planning Administrator Looking for your next challenge?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like 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, and is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
Senior Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Job Type: Administrator
Location: Corsham
Senior Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
Job Type: Sales Support
Location: Stansted
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!
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Senior Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Job Type: Administrator
Location: Corsham
Wealth Planning Administrator
Based Corsham,
Hours 9 am-5pm
Salary up to £35000
Are you a Wealth Planning Administrator Looking for your next challenge?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like 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, and is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Job Type: Administrator
Location: Corsham
Wealth Planning Administrator
Based Corsham,
Hours 9 am-5pm
Salary up to £35000
Are you a Wealth Planning Administrator Looking for your next challenge?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like 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, and is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
Senior Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Job Type: Administrator
Location: Corsham
Senior Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 1 month ago - Applications have closed
This job listing has expired
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IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
Job Type: Sales Support
Location: Stansted
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!
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Reading
IFA Administrator / Wealth Planning Administrator
Based near Winnersh, outskirts of Reading
Salary up to £32,000 + bonus
Are you currently working as an IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.
They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.
The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.
Other key responsibilities of the role:-
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into theAdvisers diary
Benefits and Additional information:
- The Hours are 9am-5pm
- Salary up to £32,000 + discretionary bonus
- Pension – 6% employer contribution
- Holiday – 25 days + BH
- Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
- Full study support and ample opportunity for progression into Paraplanning down the line.
Who this role would suit….
- This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
- Someone who is looking for the opportunity to continue professional development
If you are looking for a role where you will be a key member of the team and be part of a boutique-chartered firm, then please apply.
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
Job Type: Sales Support
Location: Stansted
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!