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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
