Trainee Wealth Planning Administrator (Financial services experience desirable)

Trainee Wealth Planning Administrator (experience within financial services desirable) Location: Corsham Salary: £26,000 - £30,000 depending on experience Hours: Monday to Friday, 9:00am - 5:00pm, office based Are you working within financial services and looking to take the next step into Wealth Planning? Perhaps you have experience in pensions administration, investment administration, working for a provider or another area of financial services, and would like to develop your career within financial planning. This could also suit someone early in their career, with some financial services experience, who is looking for a company that will provide the training and support to build a long-term career. About the Company We''re working with a highly respected Wealth Management Practice with 50+ employees across four offices, which has continued to grow while retaining its friendly, family-oriented culture. The business places a huge emphasis on training, mentoring and internal development, with regular one-to-ones, structured support and clear progression pathways. The Role You''ll join an established administration team, supporting Financial Advisers across the client journey. The role will include: Supporting advisers with day-to-day client administration. Preparing documentation and maintaining accurate client records. Liaising with providers and third parties. Assisting with new business and ongoing client servicing. Updating internal systems and supporting the wider ..... full job details .....