Full job descriptionWealth Planning Administrator
Location: Poole
Salary: Up to £35,000 (depending on experience)
Hours: Monday to Friday, 9:00am - 5:00pm (Office Based)
The Opportunity
Are you an experienced Wealth Planning Administrator looking to join a larger, well-established financial planning business without losing the friendly, close-knit feel that makes coming to work enjoyable?
Perhaps you’re currently working within a smaller practice and would value stronger structure, clear processes, genuine career progression and the opportunity to be part of a business that’s continuing to grow.
If so, this could be the perfect next step.
About the Company
We’re working with a highly respected Wealth Management Practice with more than 50 employees across four offices. Over recent years the business has grown steadily, creating excellent opportunities for career development while retaining the supportive, family-oriented culture that has always been at the heart of the company.
People genuinely enjoy working here. The leadership team places a huge emphasis on collaboration, wellbeing and employee development, with regular one-to-one meetings, structured support and clear progression pathways. The Practice Manager is particularly passionate about creating an environment where people feel supported, valued and able to build long-term careers.
The business is also heavily involved within its local communities, with a culture built around teamwork, professionalism and delivering exceptional client service.
The Role
Joining an experienced administration team, you’ll play a key role in supporting Financial Advisers throughout the client journey, helping ensure every client receives an organised, efficient and professional service.
This is a varied role that combines traditional wealth planning administration with client servicing responsibilities, making it ideal for someone who enjoys building relationships, staying organised and being an integral part of the advice process.
Key responsibilities include:
*Supporting Financial Advisers with day-to-day wealth planning administration.
*Processing new business across pensions, investments and protection.
*Liaising with providers to obtain policy information and progress cases.
*Preparing client documentation and meeting packs.
*Managing annual review administration and ongoing servicing work.
*Maintaining accurate client records and back-office systems.
*Supporting advisers to ensure a smooth and efficient client journey.
*Working collaboratively with colleagues across the wider business to maintain high service standards.
Career Development
One of the biggest attractions of this opportunity is the firm’s genuine commitment to developing its people.
The company offers:
*Structured career development plans.
*Full exam support towards the Diploma in Financial Planning and beyond.
*Regular one-to-one meetings and ongoing mentoring.
*Genuine opportunities for internal progression as the business continues to grow.
What’s on Offer
*Salary up to £35,000 depending on experience.
*Monday to Friday, 9:00am - 5:00pm.
*Office-based role within a modern and supportive environment.
*Full exam support and structured career development.
*Salary increases linked to professional qualifications.
*A collaborative culture with excellent leadership and strong staff retention.
*Genuine long-term progression opportunities within a growing financial planning business.
If you’re looking to join a business that combines the stability and opportunities of a larger organisation with the culture and support of a close-knit team, we’d love to hear from you.