Wealth Planning Administrator

Wealth Planning Administrator

Fareham

£28,000 - £35,000 (depending on experience)

Full-time, office-based

Bonus, private medical cover & 12:30pm finish every Friday

Are you a wealth planning administrator looking for a company who really value and reward their team?

Do you enjoy 1:1 support to advisers, building relationships with clients, and being involved in a varied role?

Whether you're already working within wealth management administration or have strong administration experience in other areas - supporting professional or high-net-worth clients, this could be an excellent opportunity to join a friendly and highly supportive wealth planning firm that invests in its people.

About the company

We're working with an established wealth management practice based in Fareham, currently made up of four Financial Advisers and a dedicated support team.

The business operates a collaborative one-to-one structure, meaning each Wealth Planning Administrator works closely alongside a dedicated adviser, becoming a key part of both the client relationship and the wider advice process.

This is a company that genuinely values teamwork, communication and long-term development. The culture is friendly, approachable and supportive, with a real emphasis on working together and helping each other succeed.

For those who are ambitious and looking to build a long-term career within financial planning, there are future opportunities to progress into paraplanning or financial advice, with full support available.

The role

This is a varied and involved position where you'll play an important role in ensuring clients receive an excellent experience throughout their financial planning journey.

You'll work closely with your adviser, supporting them across all aspects of client servicing and administration, while also liaising with the firm's outsourced paraplanning support.

Your responsibilities will include:

• Managing adviser diaries and arranging client meetings
• Acting as a key point of contact for clients and providers
• Processing new business applications and tracking cases through to completion
• Preparing pre and post-meeting documentation
• Maintaining accurate client records and back-office systems
• Supporting annual review processes
• Drafting client correspondence and assisting with technical administration tasks
• Working closely with advisers and paraplanning support to ensure a seamless client journey

What they're looking for

This company is open-minded about background and experience.

You may already be working as a Wealth Planning Administrator, IFA Administrator or Financial Services Administrator.

Equally, you could come from a professional services environment and have strong administration experience supporting high-net-worth clients, account managers, consultants or advisers.

The key qualities they're looking for are:

• Excellent organisational skills
• Strong attention to detail
• A client-focused approach
• Professional communication skills
• A positive and collaborative attitude
• A desire to learn and develop

What's on offer?

• Salary of £28,000 - £35,000 depending on experience
• Discretionary bonus scheme
• Private medical healthcare
• Early finish every Friday (12:30pm)
• Full training and support
• Long-term progression opportunities into paraplanning or advice
• Friendly and supportive team culture
• Opportunity to work closely with clients and advisers and make a genuine impact

If you're looking for a role where you'll gain exposure to all aspects of the financial planning process, develop valuable technical skills, and join a company that truly values its people, we'd love to hear from you.