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Wealth Planning Administrator - hybrid working

Cranleigh Personnel
Posted 2 days ago, valid for 20 days
Location

Gillingham, Kent ME7 2NY

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Wealth Planning Administrator position is located in Rochester with a salary range of £28,000 to £35,000 depending on experience.
  • The role requires previous experience in a wealth planning practice and offers full exam support for professional development.
  • This is a full-time, hybrid working role, requiring 2-3 days in the office each week.
  • The successful candidate will support a team of 9 Advisers and will be part of an admin team of 5, contributing to the company's growth and expansion.
  • If you're seeking career advancement in a larger practice, this opportunity may be ideal for you.

Wealth Planning Administrator

Location: Rochester

Salary: £28,000 - £35,000 depending upon experience

Hours: Full time, Hybrid Working 2-3 days in the office

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

Or do you feel like your career is developing enough with your current practice?

Would you like to join a company which offers hybrid working - 2-3 days in the office?

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

The role/Company:

  • This practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
  • 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 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 providing full admin support from start to finish

As a Wealth Planning Administrator

  • You will need previous experience within a wealth planning 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 wealth planning practice then please apply.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.