Wealth Planning Administrator

Posted 2 days 19 hours ago by Cranleigh Personnel

£26,000 - £32,000 Annual
Permanent
Not Specified
Other
Warwickshire, Leamington Spa, United Kingdom, CV311
Job Description

IFA / Wealth Planning Administrator

Location: Leamington Spa

Salary: £26,000 - £32,000

Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?

Do you find yourself in a situation where:

  • You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
  • You believe your hard work isn't reflected in your salary and know you deserve more?
  • You want to be part of a company that is truly committed to your career development?

If so, we may have the perfect opportunity for you!

About the Company/Role

Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.

In this role, you will:

  • Collaborate closely with the Director, providing comprehensive administrative support.
  • Experience a working atmosphere that is both enjoyable and challenging-a blend of professionalism and personal touch.
  • Receive ongoing support for your personal development and any necessary training for your role.

What We Offer

Join a company that values its employees and provides superb benefits, including:

  • A friendly, supportive team environment where collaboration is encouraged.
  • Opportunities for career progression and personal development.
  • A family-oriented culture that promotes work-life balance and employee well-being.

If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today! We'd love to discuss this exciting role with you in more detail.