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Wealth Planning Admin: Career & Exam
Job in
Coventry, West Midlands, CV1, England, UK
Listed on 2026-07-24
Listing for:
Cranleigh Personnel
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Cranleigh Personnel is recruiting a Wealth Planning Administrator in Poole to join a well-established financial planning practice. This office-based role offers a salary up to £35,000, Monday to Friday, 9:00am - 5:00pm, with exam support towards the Diploma in Financial Planning and clear progression paths.
You will support Financial Advisers across the client journey, handle pensions, investments and protection data, prepare documentation and maintain accurate records in a collaborative,
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