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Cranbrook, Kent
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Wealth Planning Administrator / Trainee Paraplanner

Wealth Planning Administrator / Trainee Paraplanner

Cranleigh Personnel

Posted 2 days ago, valid for a day

Cranbrook, Kent TN17 1AG, England

Full Time

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Sonic Summary

The Wealth Planning Administrator / Trainee Paraplanner position is located in Sissinghurst outskirts, Kent, offering a salary between £26,000 and £29,000 based on experience.
The role is full-time and office-based, catering to individuals currently working in smaller wealth planning practices or those looking to transition from an administrative role.
Candidates should have previous experience within a wealth planning practice or a pensions company, while professional qualifications are beneficial but not essential.
The company is experiencing significant growth and provides ample opportunities for career advancement, including full exam support for professional development.
Successful applicants will work closely with experienced Paraplanners and Advisers, gaining valuable technical experience in the wealth planning sector.

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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