Wealth Planning Administrator

Overview

Wealth Planning Administrator

Location: Stansted Mountfitchet

Salary: £28,000 – £32,000

Hybrid options with Monday and Friday from home

 

Are you a Wealth Planning Administrator looking to take the next step in your

career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)

firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility

in your current role or a place that offers a clear progression path and exam support, this

opportunity could be for you.

 

Why Consider This Role?

This is a chance to work with a dedicated team at a boutique, wholly independent

IFA, where client service and personalised financial planning are paramount. You’ll be

supporting advisers by managing important client documentation, and ensuring a smooth,

high-quality service for ultra-high-net-worth clients. Your role will be essential in

maintaining high-level administrative support.

 

Career Progression & Exam Support

Looking for personal development? Our client offers a clear progression structure through

to client relationship manager, paraplanner or adviser and full support for your exams. This is

an excellent opportunity if you’re passionate about advancing your career in wealth planning.

You’ll be mentored by experienced professionals, ensuring that you continue to grow and

develop in the role if desired. Equally, if you enjoy the administration support side, it’s your

opportunity  to join a close collaborative team, with a fantastic atmosphere and stability

through great staff retention.

 

Key Requirements:

  • Experience in financial services or wealth management administration
  • Strong organisational skills and keen attention to detail
  • A proactive and motivated mindset, committed to excellent client service
  • Ability to manage workloads effectively and work independently

What’s in It for You?

  • Hybrid working options with Monday and Friday from home if desired.
  • Comprehensive exam and study support
  • Career progression in a growing firm
  • A chance to work with high-calibre clients and a supportive team environment
  • Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.

 

If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!

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  • Paraplanner – Part or fully qualified considered

    Job Type: Paraplanners

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    Wealth Planning Administrator

    Overview

    Wealth Planning Administrator

    Location: Stansted Mountfitchet

    Salary: £28,000 – £32,000

    Hybrid options with Monday and Friday from home

     

    Are you a Wealth Planning Administrator looking to take the next step in your

    career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)

    firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility

    in your current role or a place that offers a clear progression path and exam support, this

    opportunity could be for you.

     

    Why Consider This Role?

    This is a chance to work with a dedicated team at a boutique, wholly independent

    IFA, where client service and personalised financial planning are paramount. You’ll be

    supporting advisers by managing important client documentation, and ensuring a smooth,

    high-quality service for ultra-high-net-worth clients. Your role will be essential in

    maintaining high-level administrative support.

     

    Career Progression & Exam Support

    Looking for personal development? Our client offers a clear progression structure through

    to client relationship manager, paraplanner or adviser and full support for your exams. This is

    an excellent opportunity if you’re passionate about advancing your career in wealth planning.

    You’ll be mentored by experienced professionals, ensuring that you continue to grow and

    develop in the role if desired. Equally, if you enjoy the administration support side, it’s your

    opportunity  to join a close collaborative team, with a fantastic atmosphere and stability

    through great staff retention.

     

    Key Requirements:

    • Experience in financial services or wealth management administration
    • Strong organisational skills and keen attention to detail
    • A proactive and motivated mindset, committed to excellent client service
    • Ability to manage workloads effectively and work independently

    What’s in It for You?

    • Hybrid working options with Monday and Friday from home if desired.
    • Comprehensive exam and study support
    • Career progression in a growing firm
    • A chance to work with high-calibre clients and a supportive team environment
    • Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.

     

    If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!

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      • Are you a graduate or equivalent motivated to build a career in Wealth Planning?
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      • Are you a dedicated Paraplanner seeking to be part of a dynamic business?
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      • Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and

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      Either way, this company could be for you.

       

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      • Our client is an established IFA, based in purpose built offices just outside Fareham
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    Job Type:

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    Overview

    Wealth Planning Administrator

    Location: Stansted Mountfitchet

    Salary: £28,000 – £32,000

    Hybrid options with Monday and Friday from home

     

    Are you a Wealth Planning Administrator looking to take the next step in your

    career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)

    firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility

    in your current role or a place that offers a clear progression path and exam support, this

    opportunity could be for you.

     

    Why Consider This Role?

    This is a chance to work with a dedicated team at a boutique, wholly independent

    IFA, where client service and personalised financial planning are paramount. You’ll be

    supporting advisers by managing important client documentation, and ensuring a smooth,

    high-quality service for ultra-high-net-worth clients. Your role will be essential in

    maintaining high-level administrative support.

     

    Career Progression & Exam Support

    Looking for personal development? Our client offers a clear progression structure through

    to client relationship manager, paraplanner or adviser and full support for your exams. This is

    an excellent opportunity if you’re passionate about advancing your career in wealth planning.

    You’ll be mentored by experienced professionals, ensuring that you continue to grow and

    develop in the role if desired. Equally, if you enjoy the administration support side, it’s your

    opportunity  to join a close collaborative team, with a fantastic atmosphere and stability

    through great staff retention.

     

    Key Requirements:

    • Experience in financial services or wealth management administration
    • Strong organisational skills and keen attention to detail
    • A proactive and motivated mindset, committed to excellent client service
    • Ability to manage workloads effectively and work independently

    What’s in It for You?

    • Hybrid working options with Monday and Friday from home if desired.
    • Comprehensive exam and study support
    • Career progression in a growing firm
    • A chance to work with high-calibre clients and a supportive team environment
    • Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.

     

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      Based London, City

      Salary £30000 – £35000 – depending on skills and experience + bonus

       

      • Are you a graduate or equivalent motivated to build a career in Wealth Planning?
      • Do you know that becoming an Adviser within wealth planning is your ambition
      • Would you thrive in an environment that can offer a clear progression road map and is goal orientated?

       

      Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals

      into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to

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      The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.

      With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.

      Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is

      and outgoing with a strong commitment to self-leadership.

       

      Benefits of the role:

      • Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
      • Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
      • Bonus scheme of up to 12% per year
      • A dedicated academy manager to keep you on track and support you through the dedicated milestones.
      • Clear financial milestones to achieve with pay rises for exams passed.

      To be considered for this role, you must have:

      • Degree educated (or equivalent)
      • Passion for Financial Planning
      • Have superb attention to detail and excellent numerical skills
      • Desirable aspects for the role include:
      • Any completed exams towards the Diploma in financial planning (or equivalent)
      • Any prior experience working within financial services, or a wealth planning environment.

       

      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.

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      Location: Reading

      Paraplanner – Part or fully qualified considered

      Location – Reading

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      Hybrid working with up to 3 days from home

      • Are you a dedicated Paraplanner seeking to be part of a dynamic business?
      • Do you want to work for a company that values a holistic approach and fosters a supportive team culture?

      Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.

      About the Role:

      As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:

      • Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
      • Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
      • Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
      • Maintaining strong relationships with product providers and leveraging these connections when needed.
      • Preparing research, valuations, and portfolio commentary for client meetings and updates.
      • Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
      • Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.

      This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.

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      Essential:

      • Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
      • High numeracy and analytical skills with exceptional attention to detail.
      • Self-motivated, able to work independently, and a proactive team player.
      • Proficiency in Office 365, including Word, Excel, and Outlook.

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      • Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
      • Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
      • Knowledge in areas such as protection, inheritance tax planning, and structured products.
      • Experience in identifying process improvements and implementing effective solutions.

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      • Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
      • Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
      • Full support with continuing professional development through exams.

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      Job Type: Paraplanners

      Location: Fareham

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      Location: Fareham

      Salary: £28,000 – £36,000 depending upon experience

       

      • Are you an experienced Paraplanner, looking for a role that has close collaboration

      with advisers, admin support and the opportunity to work closely and build

      relationships with clients?

      • Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and

      grow within a stable and supportive team

      Either way, this company could be for you.

       

      The opportunity:

      • Our client is an established IFA, based in purpose built offices just outside Fareham
      • The company is a boutique wealth planning practice with 17 x members of staff
      • This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

      Benefits with this role:

      • They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
      • Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
      • For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
      • The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
      • BH, rising to 22 and with 3 days given in-between Christmas and New Year
      • They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.

       

      So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

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  • Paraplanner – Part of Fully Qualified

    Job Type: Paraplanners

    Location: Fareham

    Wealth Planning Administrator

    Overview

    Wealth Planning Administrator

    Location: Stansted Mountfitchet

    Salary: £28,000 – £32,000

    Hybrid options with Monday and Friday from home

     

    Are you a Wealth Planning Administrator looking to take the next step in your

    career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)

    firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility

    in your current role or a place that offers a clear progression path and exam support, this

    opportunity could be for you.

     

    Why Consider This Role?

    This is a chance to work with a dedicated team at a boutique, wholly independent

    IFA, where client service and personalised financial planning are paramount. You’ll be

    supporting advisers by managing important client documentation, and ensuring a smooth,

    high-quality service for ultra-high-net-worth clients. Your role will be essential in

    maintaining high-level administrative support.

     

    Career Progression & Exam Support

    Looking for personal development? Our client offers a clear progression structure through

    to client relationship manager, paraplanner or adviser and full support for your exams. This is

    an excellent opportunity if you’re passionate about advancing your career in wealth planning.

    You’ll be mentored by experienced professionals, ensuring that you continue to grow and

    develop in the role if desired. Equally, if you enjoy the administration support side, it’s your

    opportunity  to join a close collaborative team, with a fantastic atmosphere and stability

    through great staff retention.

     

    Key Requirements:

    • Experience in financial services or wealth management administration
    • Strong organisational skills and keen attention to detail
    • A proactive and motivated mindset, committed to excellent client service
    • Ability to manage workloads effectively and work independently

    What’s in It for You?

    • Hybrid working options with Monday and Friday from home if desired.
    • Comprehensive exam and study support
    • Career progression in a growing firm
    • A chance to work with high-calibre clients and a supportive team environment
    • Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.

     

    If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!

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      Job Type:

      Location: London

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      Based London, City

      Salary £30000 – £35000 – depending on skills and experience + bonus

       

      • Are you a graduate or equivalent motivated to build a career in Wealth Planning?
      • Do you know that becoming an Adviser within wealth planning is your ambition
      • Would you thrive in an environment that can offer a clear progression road map and is goal orientated?

       

      Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals

      into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to

      work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.

      The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.

      With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.

      Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is

      and outgoing with a strong commitment to self-leadership.

       

      Benefits of the role:

      • Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
      • Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
      • Bonus scheme of up to 12% per year
      • A dedicated academy manager to keep you on track and support you through the dedicated milestones.
      • Clear financial milestones to achieve with pay rises for exams passed.

      To be considered for this role, you must have:

      • Degree educated (or equivalent)
      • Passion for Financial Planning
      • Have superb attention to detail and excellent numerical skills
      • Desirable aspects for the role include:
      • Any completed exams towards the Diploma in financial planning (or equivalent)
      • Any prior experience working within financial services, or a wealth planning environment.

       

      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.

      Read More

    • Paraplanner – Part of Fully Qualified

      Job Type: Paraplanners

      Location: Fareham

      Paraplanner – Part of Fully Qualified

      Location: Fareham

      Salary: £28,000 – £36,000 depending upon experience

       

      • Are you an experienced Paraplanner, looking for a role that has close collaboration

      with advisers, admin support and the opportunity to work closely and build

      relationships with clients?

      • Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and

      grow within a stable and supportive team

      Either way, this company could be for you.

       

      The opportunity:

      • Our client is an established IFA, based in purpose built offices just outside Fareham
      • The company is a boutique wealth planning practice with 17 x members of staff
      • This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

      Benefits with this role:

      • They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
      • Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
      • For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
      • The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
      • BH, rising to 22 and with 3 days given in-between Christmas and New Year
      • They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.

       

      So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

      Read More

    • Paraplanner – Part or fully qualified considered

      Job Type: Paraplanners

      Location: Reading

      Paraplanner – Part or fully qualified considered

      Location – Reading

      Salary up to £45000 DOE

      Hybrid working with up to 3 days from home

      • Are you a dedicated Paraplanner seeking to be part of a dynamic business?
      • Do you want to work for a company that values a holistic approach and fosters a supportive team culture?

      Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.

      About the Role:

      As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:

      • Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
      • Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
      • Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
      • Maintaining strong relationships with product providers and leveraging these connections when needed.
      • Preparing research, valuations, and portfolio commentary for client meetings and updates.
      • Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
      • Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.

      This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.

      Experience & Qualifications:

      Essential:

      • Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
      • High numeracy and analytical skills with exceptional attention to detail.
      • Self-motivated, able to work independently, and a proactive team player.
      • Proficiency in Office 365, including Word, Excel, and Outlook.

      Desirable:

      • Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
      • Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
      • Knowledge in areas such as protection, inheritance tax planning, and structured products.
      • Experience in identifying process improvements and implementing effective solutions.

      Why Join Us?

      • Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
      • Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
      • Full support with continuing professional development through exams.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837