Trainee wealth Planning Administrator

Date posted: 16 August 2025

Pay: £24,420.00-£32,000.00 per year

Job description:

Trainee Wealth Planning Administrator - experience within other areas of financial services desirable.

Reigate - 1 day working from home included

Salary £25000 - £32000

1 year Fixed term contract - with high possibility of going permanent.

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

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

If so, this client could be a great fit.

Due to continued expansion and growth of client bank, our client, a well-established Wealth Management Practice based in Reigate is looking for a new individual to join their friendly and supportive team of 5, as a Wealth Planning Administrator. You will work alongside the practice manager to support the 3 advisers/Paraplanners

This role is a fantastic opportunity for anyone looking for the opportunity to transition into a wealth planning environment and utilise the excellent training and development of wealth planning skills on offer. We have had the pleasure of placing three other members into the team, who can confirm the great training and development on offer here and have absolutely thrive during their time with the business

The role is a great variation of administration and client services, and will also involve full training and development into more complex areas such as calculations and valuations and other more junior paraplanner aspects, to free up the paraplanners to focus on cases. It's a highly collaborative team and everyone's roles are really valued and supported.

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:

• The option for 1 day a week from home after probationary period of 3 months
• 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 Wealth Planning Administration and Client Services.
• There is a high probability that this role will go permanent after the fix term contract is finished, and at this point candidates can also enjoy benefits such as quarterly bonuses and full exam support including time off for the exam and the day before off to prepare.

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 now.