Wealth Planning Administrator

Wealth Planning Administrator

Based South of Bristol

Salary: £25,000 - £33,000 (DOE/qualifications)

Are you looking for your next career move in Wealth Planning?

Imagine working for a company that truly prioritizes your growth and provides the mentorship and training you need to succeed. At our client, an expanding Chartered Independent Financial Advisory firm, you'll have the chance to develop your career in wealth management while working in a supportive, collaborative environment.

Why join them?

• Genuine progression prospects: They don't just talk about career growth; they map out your path with clear milestones to guide your progress.
• Training and mentorship: You'll receive hands-on support from experienced colleagues, ensuring that your technical skills improve and your career is always moving forward.
• Fantastic benefits: Enjoy an early finish on Fridays (12:45 pm), plus 25 days holiday bank holidays, 8% pension contribution, Group Life Cover, and Private Medical Insurance.

About the roleYou'll be joining a team that prides itself on its excellent client service and the organic growth of its business. Currently, our client has 4 Advisers, 2 Paraplanners, and 3 full-time Administrators. In this role, you'll get exposure to a wide variety of tasks, collaborating with experienced professionals and honing your skills through practical experience.

With a structured career development plan and full study support, you'll have all the tools you need to move forward -whether your ambition is to continue excelling as an Administrator or move into Paraplanning.

What you'll need:

• Experience in wealth management, especially in previous roles as an IFA Administrator is desired but not essential
• Any exposure to financial services through roles such as pensions/mortgage administrator, or working for a platform or provider is also considered.
• A commitment to developing your skills and advancing your career.

Working hours:Monday to Thursday, 8:45 am - 5:00 pm, and Friday 8:45 am - 12:45 pm.

Please note: Due to the rural location, you will need to be a car driver.

Ready to take the next step in your career?

If you're seeking a role that offers career growth, development, and the chance to be part of a close-knit team, apply today!