Pensions Administrator - looking to move into Wealth Management - Cranleigh Personnel : Job Details

Pensions Administrator - looking to move into Wealth Management

Woolhampton - Reading - 1 day working from home included

Salary £23000 - £30000

Are you currently working within Financial services and looking to build a career within Wealth Management?

Perhaps you are working within a Pensions role, investments role or within a provider and are keen to transition your skills into other aspects of financial planning?

Or maybe you have you just started as an IFA Administrator and looking for a clear training and development pathway.

If so, this client could be a great fit.

Due to continued expansion and growth of client bank, our client, a well-established Wealth Planning Practice based in Woolhampton is looking for a new individual to join their friendly and supportive team as an IFA Administrator / Wealth Planning Administrator.

You will work alongside a close team made up of 7 advisers and 5 in the admin team plus a dedicated Practice Manager, passionate about employee satisfaction.

The role is a great variation of administration and client services, and will also involve full training and development into more complex areas of wealth planning support.

For this role - Any transferable skills from working within any area of financial services is desirable and they have a robust and supportive training plan in place to help build skills and experience.

Benefits:

• Discretionary bonuses paid annually
• The option for 1 day a week from home after probationary period
• 4 x DIS, Bupa, holiday of 22 days plus 1.5 extra at Xmas/new year close.
• The main benefits of this role include the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services, and then further train and develop in the more technical aspect, with full study support.

Key attributes to be successful within the role:

• Strong work ethic
• Strong customer services background
• Thriving within a busy varied role
• Can do attitude
• Team player but also self-motivated and able to work on own initiative
• Keen to learn and develop skills to ensure develop best competency within the role
• Organisational and prioritisation skills
• Strong attention to detail

If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now. Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.