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 – Part of Fully Qualified

Location: Cambridgeshire

Job Type: Paraplanners

Paraplanner – Part of Fully Qualified

Location:  Cambridge

Hybrid working available

Salary: £33,000 –

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IFA Administrator

Location: Surrey

Job Type: Sales Support

Title: Wealth Planning / IFA Administrator Cranleigh, Surrey – from £28,000 up to £35,000 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 whole of the market wealth planning company in Cranleigh, 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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IFA Administrator

Location: West Midlands

Job Type: Sales Support

IFA Administrator / Trainee Paraplanner Based outskirts – Wolverhampton Salary £24,000 -£30,000 depending upon experience Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?

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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.