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Permanent

Wealth Planning Administrator - 12% bonus and 2 days from home

Cranleigh Personnel
London
money-bag £34000 Annual
Posted: 12 June 2026 (2 days ago)
Closing date: 12 July 2026
Ref: 3121136540

IFA Administrator £34,000 - £40,000 + 12% Bonus Established and Growing FirmLondon, City (near Cannon Street) Hybrid after probationLooking for a role where your experience in wealth planning is genuinely valued?If you''re an experienced IFA Administrator who enjoys being part of a collaborative team and wants to join a highly established, growing business, this could be a great next step.This is an opportunity to join a firm where people stay and enjoy what they do, not just because of the work, but because of the culture around it.About the CompanyThis is a well-established, Chartered financial planning firm with a strong reputation and continued growth.They have built a team of around 100 people and are known for their excellent staff retention, supportive leadership and social, team-focused environment.We''ve placed multiple candidates into this business, and they are still there today, developing their careers and feeling genuinely supported. That consistency is a strong reflection of the culture.Alongside a professional environment, the business places real emphasis on team connection, with regular social events, incentives and a collaborative way of working.The RoleYou''ll join the Client Service Team, working closely with advisers and paraplanners to deliver a high-quality, efficient client experience.This is a hands-on role where your experience will be valued, and you''ll play a key part in ensuring the smooth running of the advice process.Key responsibilities ..... full job details .....

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