What we do

<p>Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an exceptional network of sales, technical and business support professionals, placing them in Wealth Planning companies throughout England.</p>

Who you'll work with

<p>We work with Paraplanners, Financial Advisers and IFA Administartors and candidates looking to start a career in financial services. Although based in Surrey we cover throughout England and have roles from Lincoln down to Bournemouth</p>

External links

Title: Technical Administrator / Junior Paraplanner Worthing, Sussex - from 27,000 up to 34,000 Job Summary: Are you a Wealth Planning / IFA Administrator seeking your next challenge and opportunity to continue professional development and build technical knowledge? Or are you a Junior Paraplanner looking for an opportunity to work for a client centric boutique IFA, with the opportunity to work highly collaboratively with Advisers? If so, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive Administrator or Junior Paraplanner to join their team as a Junior Paraplanner. This opportunity would suit anyone who enjoys a boutique environment and working for an independent IFA company with a highly holistic and client focussed approach. Its also very suited to anyone who enjoys working within a close team environment, as the team atmosphere is social and supportive and highly collaborative. This opportunity is an advantageous one for anyone looking to develop technical, due to the collaborative way of working with the adviser, and the holistic financial planning and variation in clients. Additional Information and benefits include: Working hours: 9am-5pm Salary up to 34,000 26 days holiday Bonus scheme available DIS and Private medical Full support with studies to continue professional development Requirements: Proven experience in a Wealth Planning role Excellent attention to detail and organizational skills Proficient in using back-office systems and online portals Strong interpersonal and communication skills Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products Experince with research and suitability letter desirable exams completed towards the Diploma in financial planning, or equivalent, also desirable. For more information about the role and practice, please apply and attach your CV.

Technical Administrator / Junior Paraplanner

Paraplanner / Trainee IFA Based Guildford outskirts Salary up to 40,000 Are you a part or fully qualified Paraplanner looking for a route to advice? Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company? Are you feeling that your technical research skills aren’t being utitlised? Do you enjoy dealing with high net clients? If so, then we may have the role for you…. Company/Role information: This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress into an advisory role and to take over the Directors client bank This is an independent boutique firm with a very established client banks Basic up to 40,000 with discretionary bonus. Hours of work 9am-5pm So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.

Paraplanner / Trainee IFA

Trainee IFA Administrator Location - Leamington Spa Salary: 24,000 - 28,000 Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable. Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment. Due to continued expansion and growth, our client, a well-established wealth planning practice based in Leamington Spa is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services. The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme. Key attributes to be successful within the role: Strong work ethic 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 with a covering letter now. Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

Trainee IFA Administrator

Trainee IFA Administrator Location - Castle Vale, Birmingham Salary: 24,000 - 28,000 Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable. Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment. Due to continued expansion and growth, our client, a well-established wealth planning practice based in Castle Vale, Birmingham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services. The role offers the opportunity to work within an established financial services companyand receive full training and development through a structured development programme. Key attributes to be successful within the role: Strong work ethic 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 with a covering letter now. Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.