Wealth Planning Administrator Opportunity
Cranleigh Personnel is seeking an experienced Wealth Planning Administrator to join their team. As a key member of the annual review department and client services team, you will play a vital role in supporting the growth and development of the practice.
About the Role:
* Provide administrative support to the wealth planning team, ensuring seamless day-to-day operations.
* Assist with client onboarding, data management, and reporting.
* Contribute to the development of processes and procedures to maintain a high level of service delivery.
* Collaborate with the practice manager to identify areas for improvement and implement changes.
About the Company:
Cranleigh Personnel is a well-established wealth management practice with a strong reputation for delivering exceptional service to their clients. With a growing team of 50 professionals across four offices, they offer a supportive and dynamic work environment that encourages employee growth and development.
What We Offer:
* A structured career development plan to support your goals, whether that be working towards a paraplanning position or progressing within administration.
* Opportunities for employee growth and development, with a focus on encouraging and developing employees.
* A highly desirable working environment, with a strong emphasis on cultural fit and community involvement.
Requirements:
* Previous experience in a wealth planning or financial services role is desirable but not essential.
* Strong administrative skills, with the ability to work accurately and efficiently in a fast-paced environment.
* Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
* A driver's license, as the practice is based in a rural location.
How to Apply:
If you are a motivated and experienced administrator looking for a new challenge, please apply to this role and we will be in touch to discuss the opportunity further.