Wealth Planning Administrator

Location: Harrogate

Salary: c. £25,000 depending upon experience

Hours: Full time

• Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
• Or are you feeling like your career is developing enough with your current practice?
• Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?

If so, then we may have the opportunity for you...

The role/Company:

• Our client is a wealth planning practice based in Harrogate
• They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion - already growingfrom 7 to 14 Advisers over the last 3 years
• You will have full exam support and development - whether that’s completing your Diploma or continuing your Chartered exams
• You will be working closely with assigned Advisers and provide full admin support - the range of which will depend upon your experience

As a Wealth Planning Administrator:

• You will need previous experience within a wealth planning practice
• You may have taken some professional qualifications already however this is not essential

If you are ready for a change to an expanding wealth planning practice then please apply.

• Please note your application will be automatically rejected if you do not have wealth planning experience