Wealth Planning Administrator / Client Services Administrator

Based Hook, Hampshire

£25,000 – £30,000 depending on experience


Are you a Wealth Planning Administrator looking for your next role?

  • Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
  • Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
  • Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?


If so, we can help

Company/Role Information:

  • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
  • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
  • This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients



  • Full exam support to complete your diploma (if desired)
  • Option to work from home on a Friday (depending on client meetings)
  • 24 days holiday + BH – close over Xmas break
  • 8.30am – 5pm / Part Time hours considered


  • Minimum 1 year’s experience working as a Wealth Planning Administrator
  • Excellent attention to detail
  • Fantastic telephone manner and strong inter-personal and relationship building skills


So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.