Wealth planning administrator

Wealth Planning Administrator

Ashbourne, Derbyshire

£35,000 - £45,000 (depending on experience)

About the Opportunity

Our client is a successful and growing Wealth Management Practice entering an exciting phase of expansion.

As part of this growth, they are bringing all of their outsourced administration and paraplanning support in-house - creating a fantastic opportunity for someone who wants to develop their career and grow with the business.

With ambitious plans to significantly increase their funds under management and expand the team, this is a rare chance to join at an early stage and be part of something building real momentum.

The Environment

The business is relocating to beautifully converted offices within a Georgian manor setting, offering a blend of character and contemporary design.

You’ll be working in:

• Stylish, modern office space designed for productivity
• Dedicated meeting rooms and collaborative breakout areas
• A professional, forward‑thinking environment that supports focus and growth

The Role

You will be supporting two Financial Advisers, providing high‑quality administrative support and playing a key role in delivering an excellent client experience.

Essential Skills & Experience

• Proven experience in a varied Wealth Planning administration role
• Exceptional organisation and multitasking skills
• Strong understanding of compliance, confidentiality and regulated environments

What Our Client Offers

• Competitive salary of £35,000 - £45,000 depending on experience
• Real opportunity for career progression as the team grows
• Modern, high‑quality working environment
• Supportive, collaborative team culture

If you are an experienced Wealth Planning Administrator looking for a role where you can grow, be valued, and be part of an ambitious journey, we would love to hear from you.