Wealth Planning Recruitment Specialists

Supplying exceptional staff to Wealth Management companies throughout England

Cranleigh Personnel is a leading recruiter for Wealth and Investment Management.

Welcome to Cranleigh Personnel a specialist recruitment consultancy for the wealth and investment management industries. Over 10 years, we have built an exceptional network of sales, technical and business support professionals, placing them in companies across the UK.

Our key sectors include:

Featured Jobs

Paraplanner – SJP experience – Part or Fully qualified

Location: London

Job Type: Paraplanners

Paraplanner – SJP experience – Part or Fully qualified

Location: City of London

Salary: £32,000 –

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Wealth Planning / IFA Administrator

Location: West Sussex

Job Type: Sales Support

Title: Wealth Planning / IFA Administrator Worthing Sussex – from £25,000 up to £30,000 Job Summary:   If you are a Wealth Planning / IFA Administrator seeking your next challenge, 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 to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records. Responsibilities:

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Paraplanner

Location: Kent

Job Type: Sales Support

Paraplanner Location: Canterbury Salary: £33,000 – £37,500 Are you an experienced Paraplanner looking for your next role? Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients? Do you feel that you are not using your technical skills as much as you should be? Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling? If so, we can help Company/Role Information:

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Looking for a new opportunity?

Whether you are looking for a sales, technical or business support role within a Wealth or Investment company, we understand that it’s a small market and confidentiality is key. We have an enviable client bank and will work hard to help you find the right match to take you on the next step of your career. By understanding what’s important to you we won’t waste your time and will only introduce you to companies that fit your criteria.

If you are ready for your next move, then please upload your CV – alternatively if it’s to have an initial informal chat then please contact us and we can put you in touch with the relevant consultant

Are you hiring?

With ten years experience working with Wealth Management and Investment companies we have built an enviable candidate bank and have forged strong relationships with sought after candidates who often work with us on a sole agency basis.

We won’t waste your time sending unsuitable candidates and will listen to your requirements making sure we send over only perfectly matches candidates – so whether you are looking for a Wealth Adviser, a Paraplanner or a new Finance Manager, we can help save you time – leaving you free to carry on with your own busy job, safe in the knowledge that we are experts in this field.