Wealth Planning Administrator

Wealth Planning Administrator

Bristol

Salary £33,000 - £37,000 depending upon experience + 10% Employers Pension Contribution + Discretionary Bonus

About the Opportunity

Our client is a successful and growing Wealth Management Practice entering a new phase of growth. As their practice continues to expand, they are seeking an experienced Wealth Planning Administrator to join their team.

The Role

This role would suit a career Wealth Planning Administrator who is highly organised and comfortable with providing detailed administrative work across multiple Advisers in a pod system.

About You

The ideal candidate will have experience working within a wealth planning practice and be interested in a varied workload across a wide range of administration duties.

Essential Skills & Experience

• Proven experience in a varied admin role
• Experience within a wealth planning practice
• Exceptional organisation and multitasking skills
• Excellent attention to detail
• Strong understanding of compliance, confidentiality and regulated environments

Personal Qualities

• Professional and client-focused
• Calm under pressure with a solutions-driven mindset
• Proactive, reliable and able to manage competing priorities
• Process-improver who enjoys driving efficiencies

What Our Client Offers

• 10% Employer pension contribution after 12 months
• Discretionary bonus scheme
• 25 days holiday + Bank Holiday
• Supportive, collaborative team culture

If you are interested in the role and have wealth planning experience, then please apply!