Wealth Planning Administrator

Wealth Planning Administrator Bristol Salary £33,000 - £37,000 depending upon experience + 10% Employers Pension Contribution + Discretionary Bonus About the Opportunity

Our client is a successful and growing Wealth Management Practice entering a new phase of growth. As their practice continues to expand, they are seeking an experienced Wealth Planning Administrator to join their team.

This role would suit a career Wealth Planning Administrator who is highly organised and comfortable with providing detailed administrative work across multiple Advisers in a pod system.

The ideal candidate will have experience working within a wealth planning practice and be interested in a varied workload across a wide range of administration duties.

• Proven experience in a varied admin role
• Experience with in a wealth planning practice
• Exceptional organisation and multitasking skills
• Excellent attention to detail
• Strong understanding of compliance, confidentiality and regulated environments

• Professional and client-focused
• Calm under pressure with a solutions-driven mindset
• Proactive, reliable and able to manage competing priorities
• Process-improver who enjoys driving efficiencies

• 10% Employer pension contribution after 12 months
• Discretionary bonus scheme
• 25 days holiday + Bank Holiday
• Supportive, collaborative team culture