Technical Administrator / Report Writer
other jobs Cranleigh Personnel
Added before 1 Days
- England,North West,Cheshire
- Full Time, Permanent
- £32,000 - £43,000 per annum
Job Description:
Technical Administrator / Report Writer
Chelford
£32,000 – £43,000 (depending on experience)
Predominantly office-based (up to 1 day WFH)
Client OverviewThis is a growing wealth planning practice managing around £300 million in assets, with ambitious plans to reach £700 million over the next 10 years.
They support high-net-worth clients and operate through a genuinely collaborative pod structure across 7 advisers, 4 report writers and a wider support team. It’s a close-knit, diverse team with a great atmosphere, strong leadership from a dedicated Practice Manager, and a culture built around teamwork rather than silos.
This role would suit someone with wealth planning support experience who enjoys the technical administration and report writing side of financial planning and values being part of a supportive, office-based team.
Role Details*Working within a pod alongside an adviser, report writer and appointment maker, with most work delivered collaboratively.
*Drafting suitability reports based on adviser recommendations and structured financial planning strategies.
*Managing technical administration including new business processing and provider liaison.
*Supporting high-net-worth client cases with accurate documentation and professionally presented reports.
*Operating within a wider team of 7 advisers and 4 report writers, providing structure and peer support.
*Ideal for someone who enjoys the technical and reporting elements of the role and is comfortable in a defined wealth planning support position.
Benefits / Details*£32,000 – £43,000 salary depending on experience, plus bonus based on both company and personal performance.
*Predominantly office-based, with the option to work from home up to 1 day per week.
*25 days holiday, free parking and office location within walking distance of the train station.
*Established practice with clear long-term growth plans and increasing assets under management.
*Support for professional development and exams for those who wish to continue learning.
So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Chelford
£32,000 – £43,000 (depending on experience)
Predominantly office-based (up to 1 day WFH)
Client OverviewThis is a growing wealth planning practice managing around £300 million in assets, with ambitious plans to reach £700 million over the next 10 years.
They support high-net-worth clients and operate through a genuinely collaborative pod structure across 7 advisers, 4 report writers and a wider support team. It’s a close-knit, diverse team with a great atmosphere, strong leadership from a dedicated Practice Manager, and a culture built around teamwork rather than silos.
This role would suit someone with wealth planning support experience who enjoys the technical administration and report writing side of financial planning and values being part of a supportive, office-based team.
Role Details*Working within a pod alongside an adviser, report writer and appointment maker, with most work delivered collaboratively.
*Drafting suitability reports based on adviser recommendations and structured financial planning strategies.
*Managing technical administration including new business processing and provider liaison.
*Supporting high-net-worth client cases with accurate documentation and professionally presented reports.
*Operating within a wider team of 7 advisers and 4 report writers, providing structure and peer support.
*Ideal for someone who enjoys the technical and reporting elements of the role and is comfortable in a defined wealth planning support position.
Benefits / Details*£32,000 – £43,000 salary depending on experience, plus bonus based on both company and personal performance.
*Predominantly office-based, with the option to work from home up to 1 day per week.
*25 days holiday, free parking and office location within walking distance of the train station.
*Established practice with clear long-term growth plans and increasing assets under management.
*Support for professional development and exams for those who wish to continue learning.
So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Job number 3473778
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Company Details:
Cranleigh Personnel
Company size: 5–9 employees
Industry: Financial Services
Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an e...