wealth management support

Cranleigh Personnel

<p><strong>Wealth Planning Administrator</strong></p><p><strong>Based Shaftesbury</strong></p><p><strong>Hours 9am-5pm</strong></p><p><strong>Salary up to £30000</strong></p><p><strong>Are you a Wealth Planning Administrator Looking for your next challenge?</strong></p><p><strong>Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?</strong></p><p><strong>Or are you feeling like your career isn't developing enough?</strong></p><p>If so, we have the opportunity for you .</p><p><strong>The company:</strong></p><p>Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department team</p><p>They are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up <strong>opportunities for employee growth and development</strong>, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.</p><p>Although growing, they have been very conscious to keep the 'family feel' of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.</p><p><strong>The role:</strong></p><p>This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner. </p><p><strong>They offer a structured career development and exam plan based around your goals </strong>- whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.</p><p><strong>Please note due to the rural location you will need to be a driver.</strong></p><p><strong>They operate 5 days in the office working week.</strong></p><p>So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.</p>

Wealth Planning Administrator

Financial Divisions

<p><strong>Financial Planning/Wealth Management</strong></p><p><strong>Office-based with Flexibility</strong></p><p>Benefits: 25 days holiday + bank holidays, Private Medical Insurance, Life Assurance, Pension, Income Replacement</p><p></p><p>An independent, nationwide Financial Planning firm who take pride in our client-centric approach, ensuring that every client receives thoughtful, tailored, and professional financial guidance.</p><p></p><p><strong>The Role</strong></p><p>You will play a key role in ensuring the smooth delivery of advice and support services to our valued clients. </p><p>Our environment is busy and fast-paced, so you'll need to be adaptable, detail-oriented, and a natural communicator who thrives in a team setting.</p><p><strong>Key Responsibilities</strong></p><p>Provide excellent service to clients via phone, email, and video.</p><p>Support Financial Planners with client meetings, including preparing complex meeting packs and managing diaries.</p><p>Liaise with providers, process client instructions, and handle enquiries efficiently.</p><p>Maintain accurate and up-to-date client records and documentation.</p><p>Collaborate closely with paraplanners and other internal teams to deliver high-quality Financial Planning advice.</p><p>Greet and assist clients/visitors in the office when required.</p><p><strong>About you:</strong></p><p>Proven experience in a Financial Planning support or administration role within financial services.</p><p>Strong knowledge of MS Office (Word, Excel, Teams, SharePoint).</p><p>Experience using Intelligent Office (IO) software.</p><p>Excellent organisational skills and attention to detail.</p><p>Strong numeracy and communication skills.</p><p>Ability to work to tight deadlines with minimal supervision.</p><p></p><p>Joining this business means being part of a forward-thinking firm that values collaboration, development, and excellence. You'll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your well being.</p><p><strong>CV to Jim at Financial Divisions</strong></p>

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

<div><div>Location: India<br>
Reporting To: Site Lead, India &amp; Head of Talent Acquisition</div><div></div><div><br>
Role Overview</div><div>
We are looking for a proactive and highly organized Executive Assistant / Personal Assistant to provide administrative and coordination support to both the Site Lead and Head of Talent Acquisition. The role will be pivotal in ensuring smooth day-to-day operations, efficient time management, and seamless coordination across multiple stakeholders and priorities.</div><div>
Key Responsibilities</div><ul><li><div>
Calendar &amp; Meeting Management:<br>
Manage and coordinate calendars, schedule meetings, and ensure effective time prioritization for both the Site Lead and Head of Talent Acquisition.</div></li><li><div>
Administrative Support:<br>
Handle routine administrative tasks including invoice tracking, expense follow-ups, coordination with internal and external stakeholders, and acting as a gatekeeper for incoming requests.</div></li><li><div>
Operational Efficiency:<br>
Ensure smooth daily operations by managing follow-ups, maintaining documentation, and supporting cross-functional coordination to keep priorities on track.</div></li><li><div>
Recruitment Coordination (as needed):<br>
Provide additional support to Talent Acquisition during high-volume periods, including interview scheduling, candidate coordination, and related logistics.</div></li></ul><div>
Requirements</div><ul><li><div>
Prior experience in an EA/PA or administrative support role, preferably supporting senior leaders or HR/Talent teams.</div></li><li><div>
Strong organizational and time management skills with the ability to manage multiple priorities.</div></li><li><div>
Excellent written and verbal communication skills.</div></li><li><div>
High attention to detail, discretion, and professionalism.</div></li><li><div>
Proficiency with Microsoft Outlook, Excel, Teams, and other collaboration tools.</div></li></ul><div>
Why This Role Matters</div><div>
This position plays a key role in freeing up leadership bandwidth to focus on strategic priorities by managing day-to-day administrative, operational, and coordination needs efficiently and professionally.</div><div></div><div><i>
About FNZ</i></div><div></div><div><i>
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.</i></div><div></div><div><i>
We created wealth&rsquo;s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.</i></div><div></div><div><i>
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).</i></div><div></div><div><i>
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.</i></div></div><div></div>

Executive Assistant – Talent Acquisition & Site Lead Support

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Wealth Planning Administrator

Wealth Planning Administrator

Wealth Planning Administrator

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Executive Assistant – Talent Acquisition & Site Lead Support