Wealth Planning Administrator

Wealth Planning AdministratorBristolSalary £33,000 - £37,000 depending upon experience + 10% Employers Pension Contribution + Discretionary BonusAbout the OpportunityOur client is a successful and growing Wealth Management Practice entering a new phase of growth. As their practice continues to expand, they are seeking an experienced Wealth Planning Administrator to join their team.The RoleThis role would suit a career Wealth Planning Administrator who is highly organised and comfortable with providing detailed administrative work across multiple Advisers in a pod system.About YouThe ideal candidate will have experience working within a wealth planning practice and be interested in a varied workload across a wide range of administration duties.Essential Skills and ExperienceProven experience in a varied admin roleExperience within a wealth planning practiceExceptional organisation and multitasking skillsExcellent attention to detailStrong understanding of compliance, confidentiality and regulated environmentsPersonal QualitiesProfessional and client-focusedCalm under pressure with a solutions-driven mindsetProactive, reliable and able to manage competing prioritiesProcess-improver who enjoys driving efficienciesWhat Our Client Offers10% Employer pension contribution after 12 monthsDiscretionary bonus scheme25 days holiday + Bank HolidaySupportive, collaborative team cultureIf you are interested in the role and have wealth planning experience, then please ..... full job details .....