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!
