Henry Spain Investment Services Market Harborough & Oakham
Wealth Planning Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Wealth Planning Administrator
Location: Market Harborough & Oakham (location split between our Market Harborough and Oakham offices). The candidate must be able to work at both locations.
Working Pattern: Monday to Friday; 8:30am – 5pm
We are looking for a proactive and highly organised administrator to join our friendly and professional team, supporting our Wealth Managers and clients across our Market Harborough and Oakham offices. This is a varied, client-facing role that would suit someone who enjoys working in a fast-paced environment, takes pride in delivering outstanding service, and is happy to adapt to changing priorities.
The Role
As a Wealth Planning Administrator, you will play a key role in the day-to-day running of the business, acting as a central point of contact for clients and providing essential administrative support to our Wealth Managers and Management.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key duties include:
- Providing administrative support to Wealth Managers, including updating the CRM system and writing letters
- Interacting with clients on a daily basis, both by phone and in person
- Answering incoming calls and making outbound calls to clients
- Reception and general front-of-house duties
- Ensuring client records are accurate, compliant, and kept up to date
- Supporting prospecting activities and client events on occasional evenings and weekends
- General office administration and ad hoc duties as required
Essential Skills & Experience
- Exceptional customer service skills
- A strong team player with a flexible and proactive approach
- High levels of integrity and professionalism
- Excellent attention to detail and accuracy
- Ability to work to deadlines and manage changing priorities
- Strong data entry skills
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Professional, discreet, and confident when dealing with sensitive information
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Desirable Skills
- Experience working in a fast-paced environment
- Previous experience in an administrative role
- Previous experience within financial services (although not essential)
Additional Requirements
- Must be eligible to work in the UK
- Willingness to travel to events
- Flexibility to work occasional weekends and evenings when required
- Driving license and reliable car
This is an excellent opportunity to join a supportive team within a professional wealth planning environment, offering variety, responsibility, and the chance to build a long-term career.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills