Pensions Administrator - looking to move into wealth management

Grow Your Career in Financial Planning

Location: ShaftesburySalary: £23,000 - £30,000

Are you currently working in financial services and looking to take your career to the next level in wealth management? Whether you're in pensions, investments, or working with a provider, this could be the perfect opportunity to transfer your skills and build a rewarding career in financial planning.

Why This Role?

Our client, a highly regarded and expanding Wealth Management Practice, is seeking their next Administrator to join either their Annual Review or Client Services department. They offer a dynamic and supportive environment where career development is a priority. You'll be part of a growing team that values collaboration, team spirit, and mentorship.

What Makes This Opportunity Stand Out?

• Supportive Team Culture: Join a team of 50 professionals across four offices that has maintained its close-knit, 'family feel' despite its rapid growth. Cultural fit is crucial, and our client is dedicated to fostering a positive, collaborative atmosphere where every team member is valued.
• Career Development Pathway: This role offers structured progression and the opportunity to gain exposure to all aspects of IFA administration and client services. Whether you're just starting out or looking to expand your expertise, you'll receive mentorship and support, including exam sponsorship and pay increases with each qualification achieved.
• Diverse Skill Set: If you have transferable experience in financial services, this is your chance to develop your skills in wealth management. Our client has a robust training program to ensure you grow into the role, whether you have experience in pensions, investments, or other areas of financial services.
• Inclusive Environment: The team is passionate about employee growth, and you’ll have the opportunity to work closely with advisers on a variety of technical cases. You’ll be joining a company that is deeply integrated into the communities they serve, and where your contributions will directly impact client success.

Key Benefits:

• Annual discretionary bonuses and regular pay rises for each exam passed.
• Clear progression plan with full exam support
• Friendly, supportive, and inclusive team environment
• The chance to work in a well-established firm that supports career growth and technical development

Please note: Due to the rural location of the office, a driver's license is required.