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Permanent

Wealth Planning Administrator

Cranleigh Personnel
Ashbourne
money-bag £35000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121177122

Wealth Planning AdministratorAshbourne, Derbyshire£35,000 - £45,000 (depending on experience)About the OpportunityOur client is a successful and growing Wealth Management Practice entering an exciting phase of expansion.As part of this growth, they are bringing all of their outsourced administration and paraplanning support in-house - creating a fantastic opportunity for someone who wants to develop their career and grow with the business.With ambitious plans to significantly increase their funds under management and expand the team, this is a rare chance to join at an early stage and be part of something building real momentum.The EnvironmentThe business is relocating to beautifully converted offices within a Georgian manor setting, offering a blend of character and contemporary design.You''ll be working in:Stylish, modern office space designed for productivityDedicated meeting rooms and collaborative breakout areasA professional, forward-thinking environment that supports focus and growthThe RoleYou will be supporting two Financial Advisers, providing high-quality administrative support and playing a key role in delivering an excellent client experience.Essential Skills and ExperienceProven experience in a varied Wealth Planning administration roleExceptional organisation and multitasking skillsStrong understanding of compliance, confidentiality and regulated environmentsWhat Our Client OffersCompetitive salary of £35,000 - £45,000 depending on experienceReal opportunity ..... full job details .....

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