Wealth Planning Administrator / Trainee Paraplanner

Overview

Wealth Planning Administrator / Trainee Paraplanner

Location: Sissinghurst outskirts, Kent

Salary: £26,000 – £29,000 depending upon experience

Hours: Full time, Office based

 

Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?

Or are you an Administrator looking to move into a trainee Paraplanning role?

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

 

The role/Company:

  • This wealth planning practice is based near Sissinghurst and there are 24 in the company.
  • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
  • You will have full support in this Trainee Paraplanner role, supported by two experienced Paraplanners
  • 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 a range of Advisers and gain a variety of technical experience

 

As a Wealth Planning Administrator / Trainee Paraplanner:

  • You will need previous experience within a wealth planning practice or pensions company
  • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

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

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    Wealth Planning Administrator / Trainee Paraplanner

    Overview

    Wealth Planning Administrator / Trainee Paraplanner

    Location: Sissinghurst outskirts, Kent

    Salary: £26,000 – £29,000 depending upon experience

    Hours: Full time, Office based

     

    Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?

    Or are you an Administrator looking to move into a trainee Paraplanning role?

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

     

    The role/Company:

    • This wealth planning practice is based near Sissinghurst and there are 24 in the company.
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
    • You will have full support in this Trainee Paraplanner role, supported by two experienced Paraplanners
    • 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 a range of Advisers and gain a variety of technical experience

     

    As a Wealth Planning Administrator / Trainee Paraplanner:

    • You will need previous experience within a wealth planning practice or pensions company
    • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

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

    Related Jobs

    • Paraplanner

      Job Type: Paraplanners

      Location: Wimborne

      Paraplanner

      Based Wimborne, Dorset

      Salary: £30,000 – £35,000

       

      Are you a Part or Diploma qualified Paraplanner who is looking for your next move?

      • Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      • Would you like to work for a larger business with a full range of benefits?

       

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

      The company and role:

      • Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
      • They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

       

      The role:

      • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
      • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
      • Prepare cash flow reports and presentations for client meetings.
      • Research and stay up to date on industry trends, products, and regulations.
      • Collaborate with financial advisor to implement and execute client strategies.

       

      Further information:

      • Discretionary bonus
      • Healthcare
      • 25 days holiday + 1 x Well being day + Bday off
      • 2 x days study leave per exam

       

      So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

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      Are you currently working for a smaller SJP practice and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current SJP practice?

      Would you like to join a company which offers hybrid working?

       

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

       

      The role/Company:

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      You will need previous experience within an SJP practice
      You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

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

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  • Senior Wealth Planning Administrator (SJP Practice)

    Job Type: Sales Support

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    Wealth Planning Administrator / Trainee Paraplanner

    Overview

    Wealth Planning Administrator / Trainee Paraplanner

    Location: Sissinghurst outskirts, Kent

    Salary: £26,000 – £29,000 depending upon experience

    Hours: Full time, Office based

     

    Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?

    Or are you an Administrator looking to move into a trainee Paraplanning role?

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

     

    The role/Company:

    • This wealth planning practice is based near Sissinghurst and there are 24 in the company.
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
    • You will have full support in this Trainee Paraplanner role, supported by two experienced Paraplanners
    • 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 a range of Advisers and gain a variety of technical experience

     

    As a Wealth Planning Administrator / Trainee Paraplanner:

    • You will need previous experience within a wealth planning practice or pensions company
    • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

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

    Related Jobs

    • Paraplanner

      Job Type: Paraplanners

      Location: Wimborne

      Paraplanner

      Based Wimborne, Dorset

      Salary: £30,000 – £35,000

       

      Are you a Part or Diploma qualified Paraplanner who is looking for your next move?

      • Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      • Would you like to work for a larger business with a full range of benefits?

       

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

      The company and role:

      • Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
      • They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

       

      The role:

      • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
      • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
      • Prepare cash flow reports and presentations for client meetings.
      • Research and stay up to date on industry trends, products, and regulations.
      • Collaborate with financial advisor to implement and execute client strategies.

       

      Further information:

      • Discretionary bonus
      • Healthcare
      • 25 days holiday + 1 x Well being day + Bday off
      • 2 x days study leave per exam

       

      So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

      Read More

    • Senior Wealth Planning Administrator (SJP Practice)

      Job Type: Sales Support

      Location: Rochester

      Senior Wealth Planning Administrator (SJP Practice)

      Location: Rochester

      Salary: £32,000 – £45,000 depending upon experience

      Hours: Full time, Hybrid Working 3 days in the office

       

      Are you currently working for a smaller SJP practice and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current SJP practice?

      Would you like to join a company which offers hybrid working?

       

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

       

      The role/Company:

      This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
      You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
      You will be dealing with a wide range of administrative duties and client services.

      As a Wealth Planning Administrator:

      You will need previous experience within an SJP practice
      You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

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

      Read More

    Read More

Contact us

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