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


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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Trainee IFA Administrator

Location: Surrey

Job Type: Sales Support

Trainee IFA Administrator Location – Cranleigh Salary: £26,000 – £32,000 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 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 Cranleigh 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:

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Technical IFA Administrator / Trainee Paraplanner

Location: Oxfordshire

Job Type: Paraplanners

Technical IFA Administrator / Trainee Paraplanner Based Wallingford, Oxfordshire Salary £25,000 – £32,000 depending upon experience Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?   Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? Are you stuck where you are and there isn’t the progression into paraplanning where you ? Or have you been promised exams or study support and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience? If so, we have the opportunity for you…..

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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.