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Permanent

Wealth Planning Administrator

Cranleigh Personnel
Poole
money-bag £28000 Annual
Posted: 13 June 2026 (Today)
Closing date: 13 July 2026
Ref: 3121734316

Wealth Planning AdministratorCanford CliffsMonday - Friday 9am - 5pmSalary up to £32,000 plus bonus and pay increases for exams passed.Are you a Wealth Planning Administrator looking for your next move?Perhaps you''re currently working within a smaller financial planning practice and are looking to join a larger, more established business with stronger structure, processes and long-term career opportunities?If so, this could be a fantastic opportunity to join a growing and highly supportive wealth management firm.The CompanyOur client is a well-established and growing Wealth Management Practice with more than 50 employees spread across four offices.Over the past few years, the business has continued to expand steadily, creating excellent opportunities for employee development and internal progression. Despite their growth, they have worked hard to maintain the friendly, close-knit culture and "family feel" that has always been central to the business.The Practice Manager is hugely passionate about team wellbeing and creating a positive working environment with strong staff retention and clear structure across the business, as well as development opportunities.The company is also deeply embedded within the local communities surrounding each of their offices, making cultural fit and teamwork incredibly important.The RoleThis opportunity would suit someone who enjoys the organisational side of financial planning administration and the client relationships, and wants to be part ..... full job details .....

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