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Permanent

Wealth Planning Administrator

Cranleigh Personnel
Poole
money-bag £28000 Annual
Posted: 21 July 2026 (Yesterday)
Closing date: 20 August 2026
Ref: 3141851449

Wealth Planning AdministratorLocation: PooleSalary: Up to £35,000 (depending on experience)Hours: Monday to Friday, 9:00am - 5:00pm (Office Based)The OpportunityAre you an experienced Wealth Planning Administrator looking to join a larger, well-established financial planning business without losing the friendly, close-knit feel that makes coming to work enjoyable?Perhaps you''re currently working within a smaller practice and would value stronger structure, clear processes, genuine career progression and the opportunity to be part of a business that''s continuing to grow.If so, this could be the perfect next step.About the CompanyWe''re working with a highly respected Wealth Management Practice with more than 50 employees across four offices. Over recent years the business has grown steadily, creating excellent opportunities for career development while retaining the supportive, family-oriented culture that has always been at the heart of the company.People genuinely enjoy working here. The leadership team places a huge emphasis on collaboration, wellbeing and employee development, with regular one-to-one meetings, structured support and clear progression pathways. The Practice Manager is particularly passionate about creating an environment where people feel supported, valued and able to build long-term careers.The business is also heavily involved within its local communities, with a culture built around teamwork, professionalism and delivering exceptional client ..... full job details .....

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