Cranleigh Personnel jobs

Paraplanner - Looking to move into Advice Wokingham £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 structured, supported way. You'll initially join in a paraplanning capacity as part of an orientation phase, allowing you to get to grips with the firm's processes, clients and approach - before quickly progressing into an adviser role with full support. Client Overview This is a highly respected, fully independent financial planning firm known for delivering genuinely holistic, whole-of-market advice built on long-term client relationships. The team is close-knit, collaborative and well-structured, with dedicated paraplanning and administration support allowing advisers to focus on clients. Each adviser typically manages around 80 clients, ensuring relationships are meaningful, manageable and never volume-driven. We've placed into this business before, and feedback has consistently highlighted the culture, structure and long-term progression on offer. This role would suit a Diploma-qualified Paraplanner, ideally working towards Chartered, who is ready to take the next step into advice. Role Details - Starting in a paraplanning/orientation phase, supporting advisers with technical research, report writing and financial planning. - Working closely with three experienced advisers, gaining exposure to client relationships and advice delivery. - Attending client meetings and gradually taking a more active role in discussions and recommendations. - Building relationships with clients early on, supported by the wider team. - Progressing quickly into leading client meetings and delivering advice independently. - Gradually inheriting a portfolio of clients as part of a structured transition into an adviser role. This is a genuine pathway into advice, designed to help you build confidence, technical understanding and client relationships at the right pace. Benefits / Details - £45,000 - £60,000 salary depending on experience. - Discretionary bonus scheme. - 6% pension contribution. - Private medical insurance and life cover (DIS). - 25 days holiday plus bank holidays. - Full support from a dedicated paraplanning and administration team. - Clear pathway into a fully-fledged adviser role with an existing client bank provided. What They're Looking For - Strong paraplanning experience within an IFA or financial planning firm. - Diploma qualified, ideally working towards Chartered status. - Confident communicator with the ability to build client relationships. - Someone who enjoys technical planning and is ready to step into a client-facing role. - A collaborative team player with a long-term mindset. If you're a Paraplanner ready to move into advice - with full support, a structured transition and clients provided - please apply and we can discuss the role in more detail.

Financial Planning Assistant/ PA Oxford Salary: £26,000 - £33,000 depending on experience Are you looking to move into Wealth Planning? - Do you currently work in Mortgage or Pensions Admin or perhaps for a provider platform, investment management or other areas of financial services and would love the opportunity to move into a financial planning environment? The Opportunity We're working with an established and growing financial planning practice based in Harrogate who are looking to appoint a highly organised and proactive individual to join their team. This role would particularly suit someone who already has experience of financial services administration and client services support. About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role . Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position and who wants to learn. What's On Offer? - 25 days holiday plus bank holidays + Your birthday off if a working day, plus one mental health day - 7% employer pension contribution + discretionary bonus up to 20% per annum If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: £30,000 to £42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. - If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing Financial Planning practice based in North Bristol who are looking to appoint a highly organised and proactive individual to become the key support person to one of their advisers. This role would particularly suit someone who already has experience of inbox management, diary coordination, task allocation and PA-style responsibilities, as these form a key part of the position. About the Company This is an established and growing wealth planning business currently with 2 advisers and 2 other employees playing a key role in support. You'll become one of the adviser's trusted right-hand person, helping them manage their workload, coordinate client activity and ensure every client receives a first-class experience. You'll work closely with the adviser on a day-to-day basis whilst allocating tasks to outsourced support. It's a 1:1 role , whilst benefiting from a close knit team environment, and also benefiting from a friendly and sociable office setting shared with several other professional businesses. The Role Initially, your focus will be on becoming the organisational hub around the adviser. You'll be helping manage priorities, allocate tasks to outsourced support, coordinating client activity and ensuring actions are followed through efficiently. Key responsibilities will include: - Diary and meeting management - Inbox management and correspondence - Coordinating client appointments and follow-up actions - Managing adviser workflows and task allocation - Liaising with clients and professional connections - Working with outsourced administrators and paraplanners - Ensuring client reviews and ongoing service activities run smoothly - Supporting the adviser with projects and business growth initiatives Long-Term Career Development The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The adviser is looking for someone who wants to build a long-term career. As the business continues to grow, there will be opportunities to grow and develop depending on your interests and strengths - This could include more involvement in IFA Admin and full exam support and development provided if desired What they are looking for - Excellent organisational skills - Strong attention to detail - Experience managing diaries, inboxes and competing priorities - Experience coordinating tasks and ensuring actions are completed - Strong written and verbal communication skills - A proactive mindset and willingness to learn - A genuine desire to build a career within financial planning What's On Offer? - £30,000 - £42,000 salary depending on experience - Hybrid working after probation - Opportunity to work directly alongside an experienced Financial Adviser - Clear long-term career development opportunities - Friendly and supportive working environment - Chance to join at an exciting stage of growth and play a key role in the future success of the business If you're currently working within a PA/Admin/Financial services background, and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

Financial Planning Assistant/ PA Harrogate Salary: £26,000 - £30,000 depending on experience Looking to move into Wealth Planning? - Do you currently work in Mortgage or Pensions Admin or perhaps for a provider platform, investment management or other areas of financial services and would love the opportunity to move into a financial planning environment? - If you enjoy organisation, coordination, relationship management and being the person who keeps everything running smoothly behind the scenes, this could be a fantastic opportunity. The Opportunity We're working with an established and growing financial planning practice based in Harrogate who are looking to appoint a highly organised and proactive individual to join their team. This role would particularly suit someone who already has experience of financial services administration and client services support. About the Company The firm is boutique in size but well-established and is at an exciting stage of growth, creating an opportunity for someone to join at a pivotal time and grow alongside the business. The Role . Success in this role is less about having detailed technical financial planning knowledge to start with and far more about being highly organised, proactive and enjoying a support-focused position and who wants to learn. What's On Offer? - £26,000 - £30,000 salary depending on experience - Hours 9am-5pm - 24 days holiday + Bank Holidays - Life assurance, medical cash plan - Clear long-term career development opportunities If you're currently working within financial services and would love the opportunity to transition into financial planning whilst building a long-term career within a growing business, we'd love to hear from you.

Client Services Team Leader Location: Corsham (Dorset/ Wiltshire multi office business - this role can be based from one of the firm's 3 offices with travel to another office once per week) Hybrid Working: 1 day per week from home Salary: £33,000 - £40,000 (depending on experience) Ready to lead a team that sits at the heart of the client journey? Are you an experienced Financial Planning Administrator or Client Services professional who enjoys developing people just as much as delivering an outstanding client experience? Perhaps you're already leading a small team, or maybe you're the go-to person in your department who naturally supports colleagues, manages workloads and enjoys improving processes. If so, this could be the perfect next step. About the Company We're working with an established Wealth Planning firm with multiple offices across the South of England. With continued growth comes the opportunity to appoint a Client Services Team Leader to oversee one of the firm's most important operational teams. This is a business that believes exceptional client outcomes begin with exceptional support behind the scenes. You'll play a key role in ensuring clients receive a seamless experience while helping develop and mentor a talented administration team. You'll report directly into the Operations Director , working closely together to continually improve processes, develop the team and maintain the high service standards the business is known for. The role can be based from any of the firm's regional offices, with travel to another office approximately once per week. Mileage is paid, and you'll also have the flexibility to work from home one day each week. The Role This is a varied leadership role where you'll combine people management, workflow coordination and operational oversight, ensuring the Client Services Team delivers an exceptional experience to both advisers and clients. You'll lead a team responsible for supporting advisers throughout the client journey, ensuring administration is completed accurately, efficiently and compliantly Key Responsibilities - Lead, mentor and support a team of Client Services professionals. - Manage workflow allocation across the team - Conduct regular one-to-one meetings - Act as the first point of contact for team queries, providing day-to-day guidance and support. - Work closely with the Operations Director to review processes and identify opportunities for continuous improvement. - Monitor workloads, priorities and team capacity, ensuring deadlines are met. - Help foster a positive, collaborative culture where people feel supported and motivated. What We're Looking For - Previous experience within Financial Planning, Wealth Management or another FCA-regulated financial services environment. - Experience leading, mentoring or supervising a team, or someone ready to take their first formal step into leadership. - Strong understanding of the client journey within a financial planning business. - Proactive, solution-focused mindset. - Calm under pressure with the resilience to manage changing priorities. - Excellent communication skills and the confidence to work with stakeholders across the business. What's on Offer - £33,000 - £40,000 salary depending on experience. - Private healthcare through Vitality. - Full support towards further professional qualifications, including salary increases for exams passed. - Paid study support, exams and study materials. - Mileage paid for travel between offices. - One day per week working from home. - Opportunity to be based from any of the firm's regional offices. - A supportive leadership team that genuinely invests in its people. - Excellent long-term career progression within a growing financial planning business. If you're looking to combine your financial planning experience with a leadership role where you can make a genuine impact on both people and the client experience, we'd love to hear from you.

Technical Wealth Planning Administrator / Junior Paraplanner (SJP Practice) Location: London (Hybrid - 2-3 days per week in the office) Salary: £40,000 + discretionary bonus - Are you an experienced Wealth Planning Administrator looking to develop into a Junior Paraplanner role? - Or perhaps you're currently working within an SJP Practice, IFA or Wealth Management firm and feel ready for a more technical position with greater responsibility? If so, we may have the perfect opportunity for you . The Role / Company Our client is a successful and growing Wealth Management practice seeking a Technical Wealth Planning Administrator / Junior Paraplanner to provide high-level support to the Advisers within the business. This is an excellent opportunity for an experienced administrator who enjoys the technical side of wealth planning and wants to further develop their knowledge and career within a professional and highly regarded firm. You will work closely with the Advisers, taking responsibility for producing client documentation, processing new business and ensuring clients receive an exceptional level of service throughout the advice process. As a Technical Wealth Planning Administrator / Junior Paraplanner, your responsibilities will include: - Producing suitability reports, client correspondence and recommendation documentation - Preparing quotations, illustrations, valuations and other technical documentation - Processing new business accurately and efficiently in line with FCA and company standards - Providing administrative and technical support to Advisers To be successful in this role you will need: - Experience working within an SJP Practice, IFA or Wealth Management environment Desirable: - Progress towards Diploma in Regulated Financial Planning or ambition to study towards qualifications What our client offers: - Salary of £40,000 - Discretionary bonus - 5% employer pension contribution - 25 days holiday plus bank holidays - Hybrid working (2-3 days per week in the London office) - Career progression towards a paraplanning role If you're an experienced Wealth Planning Administrator looking for a more technical role and the opportunity to develop into a Junior Paraplanner, we'd love to hear from you.

Paraplanner First Step into Team Leader Location: Outskirts of Guildford Hybrid Working: Three days in the office and two days from home (Wednesday is the dedicated team collaboration day) Salary: Up to £55,000 depending on experience and qualifications Are you a Paraplanner who is ready to take your first step into a Team leader role? Are you someone who enjoys supporting colleagues, sharing technical knowledge and being the person others naturally turn to for guidance? Perhaps you've been mentoring junior team members, helping with technical queries or informally leading within your current team, but haven't yet had the opportunity to step into an official Team Leader position. If so, this could be the perfect next move. About the Company Our client is a highly regarded Chartered practice based close to Guildford. The business has built an outstanding reputation for delivering genuinely holistic financial planning The culture is one of the firm's biggest strengths. Collaboration, trust and continuous development sit at the heart of the business, creating an environment where people genuinely enjoy coming to work. The company also has excellent staff retention, with many employees building long-term careers thanks to the supportive leadership, and investment in personal development. The client bank is varied and high net worth, making the paraplanning work technical and bespoke The Opportunity This role has been created for someone who is technically strong and ready to begin their leadership journey. You don't need previous people management experience. Instead, the business is looking for someone who enjoys helping others, and wants to become the "go-to" person within the paraplanning team. You'll work closely with the Head of Paraplanning, who will provide ongoing support and mentoring as you develop your leadership skills. At the same time, you'll remain heavily involved in paraplanning, continuing to work on complex and interesting client cases while gradually taking on more responsibility within the team. What They're Looking For - Significant paraplanning experience within an independent, whole-of-market financial planning firm - Diploma qualified, with aspirations to continue through to Chartered - Excellent technical knowledge across pensions, investments and holistic financial planning - Someone who naturally enjoys helping, mentoring and supporting colleagues - Ambition to develop into a Team Leader with full support from the business What's on Offer - Salary up to £55,000 depending on experience - Hybrid working with flexibility to work from home two days each week - Wednesday collaboration day with the whole team together - Flexible working hours with start times between 8:00am and 10:00am - Full administrative support - Full support and funding towards Chartered status - Structured mentoring from the Head of Paraplanning to develop your leadership skills - Genuine long-term career progression within a respected Chartered practice - 23 days holiday plus bank holidays - Discretionary bonus scheme - Friendly, collaborative culture with outstanding staff retention If you're an experienced Paraplanner who's ready to move beyond producing excellent reports and start helping shape, support and develop a paraplanning team, we'd love to tell you more about this exciting opportunity.