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Wealth Planning Administrator

Wealth Planning Administrator

Cranleigh Personnel

Posted 17 days ago, valid for 7 days

Harrogate, North Yorkshire HG3 4JL

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

The Wealth Planning Administrator position is located in Harrogate with a salary range of £25,000 to £32,000 depending on experience.
The role is full-time and seeks candidates currently working in a smaller wealth planning practice or those feeling undervalued in their current position.
The company is experiencing significant growth, expanding from 7 to 14 Advisers in the last three years and offering excellent career development opportunities.
Candidates must have previous experience within a wealth planning practice, although prior professional qualifications are not mandatory.
Applications from individuals without wealth planning experience will be automatically rejected.

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

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