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 role:
You’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!
