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Permanent

Wealth Planning Administrator

Cranleigh Personnel
Fareham
money-bag £28000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121136626

Wealth Planning AdministratorFareham£28,000 - £35,000 (depending on experience)Full-time, office-basedBonus, private medical cover and 12:30pm finish every FridayAre you a wealth planning administrator looking for a company who really value and reward their team? Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role?Whether you''re already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people.About the companyWe''re working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team.The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process.This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed.For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support ..... full job details .....

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