Wealth Planning Administrator - Transferable experience from other areas of Administration or financial services welcome

Salary: Up to £30,000 - £35,000

Outskirts Ashbourne, Derbyshire

Looking to build a career in Wealth Planning?

• Do you already have experience within financial services and want to move into a financial planning/ IFA environment?
• Or do you have experience within Administration within another field and would love to build a long term career within Wealth planning?

This is a fantastic opportunity to join a highly respected, financial planning firm that offers outstanding training, mentoring and clear progression pathways

About the Company

This is a well-established, award winning, forward-thinking financial planning business - providing advice across pensions, investments, protection and estate planning.

The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning.

The Role

You’ll join the administration team, playing a key role in supporting two advisers and delivering high-quality service to clients.

• Submitting and implementing new business
• Supporting advisers and paraplanners with client administration
• Maintaining accurate client records using systems
• Managing your own workload to meet service level expectations
• Collaborating with colleagues across the business to ensure a seamless client experience
• Supporting wider business activities where required

What They’re Looking For

• Experience within financial services (wealth, pensions, legal, providers, mortgages, accountancy or similar) is desirable
• A genuine interest in moving into wealth planning
• Strong organisation and attention to detail
• A proactive and team-focused approach
• Ability to manage your own workload

You’ll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning.

If you’re looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.