Wealth Planning Administrator
other jobs Cranleigh Personnel
Added before 7 Days
- England,South West,Bristol
- Full Time, Permanent
- £30,000 - £45,000 per annum
Job Description:
Full job descriptionWealth Planning AdministratorLocation: North Bristol, Hybrid Working
Salary: £30,000 to £45,000 depending upon experience
The OpportunityOur client, a growing Wealth Planning Practice, is looking to appoint a highly organised and personable PA/Wealth Planning Administrator to join their team.
This is a key role focused on delivering a high-quality client experience while supporting the Financial Adviser in maintaining long-term, trusted relationships with private clients.
If you enjoy building relationships, keeping things organised behind the scenes, and being central to a smooth, professional client journey, this role offers a strong blend of client interaction and operational responsibility.
The RoleYou will act as a main point of contact for clients, ensuring all servicing, communication and administration is handled efficiently and professionally.
Key ResponsibilitiesClient Relationship & Servicing
*Act as a day-to-day contact for clients, providing a responsive and proactive service
*Maintain regular communication around reviews, documentation and ongoing servicing
*Build strong, lasting relationships through professional and personable interactions
*Coordinate annual and ad hoc client reviews, including preparation and follow-up
*Ensure clients are kept informed throughout their financial planning journey
*Handle client enquiries and escalate more complex matters where needed
Adviser & Practice Support
*Support Financial Advisers with client servicing and relationship management
*Prepare meeting packs, valuations, reports and client correspondence
*Monitor workflow pipelines and ensure tasks are completed within agreed timescales
What We’re Looking For*Experience within a Wealth Planning Practice
*Strong client service and relationship management skills
*Highly organised with excellent attention to detail
*Comfortable managing multiple priorities in a busy environment
*Confident communicator, both written and verbal
To find out more about the role, please apply.
PLEASE NOTE: Wealth Planning administration experience is essential. Please only apply if you have wealth planning experience, as unfortunately I cannot consider you for this role if you do not.
Salary: £30,000 to £45,000 depending upon experience
The OpportunityOur client, a growing Wealth Planning Practice, is looking to appoint a highly organised and personable PA/Wealth Planning Administrator to join their team.
This is a key role focused on delivering a high-quality client experience while supporting the Financial Adviser in maintaining long-term, trusted relationships with private clients.
If you enjoy building relationships, keeping things organised behind the scenes, and being central to a smooth, professional client journey, this role offers a strong blend of client interaction and operational responsibility.
The RoleYou will act as a main point of contact for clients, ensuring all servicing, communication and administration is handled efficiently and professionally.
Key ResponsibilitiesClient Relationship & Servicing
*Act as a day-to-day contact for clients, providing a responsive and proactive service
*Maintain regular communication around reviews, documentation and ongoing servicing
*Build strong, lasting relationships through professional and personable interactions
*Coordinate annual and ad hoc client reviews, including preparation and follow-up
*Ensure clients are kept informed throughout their financial planning journey
*Handle client enquiries and escalate more complex matters where needed
Adviser & Practice Support
*Support Financial Advisers with client servicing and relationship management
*Prepare meeting packs, valuations, reports and client correspondence
*Monitor workflow pipelines and ensure tasks are completed within agreed timescales
What We’re Looking For*Experience within a Wealth Planning Practice
*Strong client service and relationship management skills
*Highly organised with excellent attention to detail
*Comfortable managing multiple priorities in a busy environment
*Confident communicator, both written and verbal
To find out more about the role, please apply.
PLEASE NOTE: Wealth Planning administration experience is essential. Please only apply if you have wealth planning experience, as unfortunately I cannot consider you for this role if you do not.
Job number 3783602
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
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...