https://jobs.co.uk/job/wealth-planning-administrator-cranleigh-personnel--d8d2ca4b-b215-4409-b391-15e14e574073 RSS feed for Wealth Planning Administrator at Cranleigh Personnel. en-gb Fri, 12 Jun 2026 20:43:59 GMT https://jobs.co.uk/job/wealth-planning-administrator-cranleigh-personnel--d8d2ca4b-b215-4409-b391-15e14e574073 https://jobs.co.uk/job/wealth-planning-administrator-cranleigh-personnel--d8d2ca4b-b215-4409-b391-15e14e574073 Fri, 12 Jun 2026 11:52:36 GMT Location: Bristol | Salary: 33000.00-33000.00 Annual | Type: Permanent | 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 w... Permanent