Graduate or equivalent opportunity - Wealth Planning administrator

Date posted: 16 August 2025

Pay: £25,000.00-£32,000.00 per year

Job description:

Graduate or equivalent opportunity - Wealth Planning administrator

Reigate - 1 day working from home included

Salary £25000 - £32000

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

Are you a recent graduate or similar and keen to gain some experience within a wealth planning environment?

Are you looking for a role that can offer exposure without a huge commitment from your side?

This fixed term contract offers the opportunity to gain invaluable experience within a wealth planning environment that you can then utilise when applying for more advanced roles in this field a year down the line

Or perhaps you have just finished studying and are looking for a role for a year to save up, and gain experience before travelling or relocating etc?

Whatever the scenario if you're looking for hands on experience without being tied into a company down the line, this client could be a great fit. And if you end up loving them and the role, then there is a high chance the role could be offered on a permanent basis if desired.

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 gain experince in 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 any previous experience within administration and customer service would be advantageous.

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.