Wealth Planning Administrator

Wealth Planning Administrator

Location: Stansted Mountfitchet - Hybrid options with Monday and Friday from home

Salary £26000 - £35000

Are you a Wealth Planning Administrator looking to take the next step in your career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA) firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility in your current role or a place that offers a clear progression path and exam support, this opportunity could be for you.

Why Consider This Role?
This is a chance to work with a dedicated team at a boutique, wholly independent IFA, where client service and personalised financial planning are paramount. You’ll be supporting advisers by managing important client documentation, and ensuring a smooth, high-quality service for ultra-high-net-worth clients. Your role will be essential in maintaining high-level administrative support.

Career Progression & Exam Support
Looking for personal development? Our client offers a clear progression structure through to client relationship manager, paraplanner or adviser and full support for your exams. This is an excellent opportunity if you’re passionate about advancing your career in wealth planning. You’ll be mentored by experienced professionals, ensuring that you continue to grow and develop in the role if desired. Equally, if you enjoy the administration support side, its your opportunity to join a close collaborative team, with a fantastic atmosphere and stability through great staff retention.

Key Requirements:

• Experience in financial services or wealth management administration
• Strong organisational skills and keen attention to detail
• A proactive and motivated mindset, committed to excellent client service
• Ability to manage workloads effectively and work independently

What’s in It for You?

• Hybrid working options with Monday and Friday from home if desired.
• Flexible working hours - options such as a 4 day week or taking shorter lunch break to finish early. Flexibility on start and finish time such as 8-4 or 9-5 or 9.30-5.30
• Comprehensive exam and study support
• Career progression in a growing firm
• A chance to work with high-caliber clients and a supportive team environment
• Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.

If you're ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!