Jobs from Cranleigh Personnel

Wealth Planning Administrator Location: North Bristol, Hybrid Working Salary: £30,000 to £45,000 depending upon experience The Opportunity Our client, a growing Wealth Planning Practice, is looking to appoint a highly organised and personable PA/Wealth Planning Administrator to join their team. This is a key role focused on delivering a high-quality client experience while supporting the Financial

Wealth Planning Administrator Location: Brighton, Hybrid Working Salary: £35,000 to £45,000 depending upon experience The Opportunity Our client, a growing Wealth Planning Practice, is looking to appoint a highly organised and personable Wealth Planning Administrator to join their team. This is a key role focused on delivering a high-quality client experience while supporting the Financial Adviser

Trainee Financial Adviser (Paraplanner Adviser Pathway) Earley £45,000 – £60,000 (depending on experience) Salaried position discretionary bonus Ready to step into advice — with the right support and no need to self-generate clients? If you’re a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a rare opportunity to do that in a

Paraplanner Ipswich / East Anglia £40,000 – £50,000 Hybrid working (2 days WFH after probation) Client Overview This is a modern, values-led wealth planning group established in 2019, supporting over 2,000 clients through a team of 14 Independent Financial Planners. Paraplanning sits within a dedicated Support Hub, operating in a pod structure designed to give technical professionals clarity, focu

Paraplanner Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £60,000 (depending on experience) This is a firm with purpose, heart and ambition—and paraplanners are truly valued as technical experts. The role You’ll join the dedicated Support Hub and work in a pod-style structure , supporting up to two advisers . You’ll be fully embedded in the

Paraplanner SJP Partner Practice Based Bristol Outskirts Salary: £40,000 – £45,000 depending on experience 10% Employer Pension Contribution Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing St. James’s Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expa

SJP Wealth Planning Administrator (Wealth Planning) Location: Outskirts Oxford Salary: £33,000 - £45,000 depending upon experience About the Opportunity Our client is a successful and growing St. James’s Place Wealth Management Practice entering a new phase of growth. As their Practice continues to expand, they are seeking an experienced Wealth Planning Administrator to join their team. The Role T

Senior Paraplanner / Technical Reviewer Canterbury (flexible working considered) £40,000 – £50,000 (depending on experience) Full time – 8:30am to 5:00pm with a 1 hour lunch break Client Overview This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic f

Paraplanner Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £60,000 (depending on experience) This is a firm with purpose, heart and ambition—and paraplanners are truly valued as technical experts. The role You’ll join the dedicated Support Hub and work in a pod-style structure , supporting up to two advisers . You’ll be fully embedded in the

Trainee Financial Adviser (Paraplanner Adviser Pathway) Earley £45,000 – £60,000 (depending on experience) Salaried position discretionary bonus Ready to step into advice — with the right support and no need to self-generate clients? If you’re a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a rare opportunity to do that in a

Paraplanner Team Leader Birmingham (North East outskirts) Up to £45,000 (depending on experience) Office-based (Monday to Friday, 9am–5pm) Ready to step into a leadership role without losing the technical side? If you’re an experienced Paraplanner who enjoys mentoring others, improving processes and taking ownership of team output - but still wants to stay close to the technical work - this could

IFA Administrator / Wealth Planning Administrator Birmingham (North East outskirts) £30,000 – £34,000 (depending on experience) Office-based (Monday to Friday, 9am–5pm) Looking for a role where you’re genuinely valued? If you’re currently working as an IFA Administrator and feel like your role has become repetitive, or you’re not getting the exposure you’d like — this could be a really nice step f