Cranleigh Personnel

Paraplanner Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £55,000 (depending on experience) This is a firm with purpose, heart and ambition-and paraplanners are truly valued as technical experts. The role You'll join the dedicated Support Hub and work in a pod-style structure , supporting up to two advisers . You'll be fully embedded in the advice process and have full administrative support from a dedicated IFA Administrator, allowing you to focus on technical and analytical work. What's on offer Salary up to £55,000 (DOE) 25 days holiday + option to buy 5 more 2 days WFH after probation 1 paid community involvement day per year Free on-site parking Pod structure with dedicated admin support Full study and progression support (including Chartered) Values-led culture with real purpose and community impact About the company We're working with a modern, values-led wealth planning...

Paraplanner Stansted Mountfitchet £40,000 - £55,000 (depending on experience) Hybrid working (Monday and Friday from home) Client Overview This is a boutique, whole-of-market financial planning firm of 22, known for delivering genuinely holistic and personalised advice. Relationships matter here - both with clients and within the team. Paraplanning is seen as a core part of the advice process,. You'll sit alongside a lead adviser, supported by a client manager and a dedicated administration team, working together to deliver a seamless experience. This would suit an experienced Paraplanner, Diploma qualified, who enjoys building technical knowledge and being involved in the wider client journey. Role Details Working closely with a lead adviser, you will be producing high-quality suitability reports and undertaking detailed technical research. Carrying out cashflow forecasting and preparing bespoke reports tailored to individual client objectives. Attending...

Senior IFA Administrator London - Mayfair £37,000 - £45,000 (depending on experience) Hybrid working (2 days from home) Client Overview This opportunity sits within a well-regarded private client wealth planning firm with offices in Cambridge, Norwich and London. The business combines the feel of a boutique independent financial planning firm with the backing of a wider investment and asset management group. The London office supports high-net-worth clients and plays an important role in maintaining some of the firm's most established client relationships. This role would suit an experienced IFA Administrator who enjoys working closely with advisers, collaborating with paraplanners and being part of a professional yet supportive team environment. Role Details Supporting one of the firm's most experienced advisers alongside one other IFA Administrator. Preparing client meeting packs and ensuring all documentation is accurate and compliant. Processing new...

Location: Billericay / East Anglia (Hybrid: 2 days WFH after probation) Salary: From £40,000 and up to £60,000 (depending on experience) About the company We're working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people's lives. Their culture is built on values of authenticity, warmheartedness and integrity -they care deeply about doing the right thing for both clients and their team. This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners , offering holistic, personalised advice. They also make a real impact beyond financial planning by actively supporting local and national causes , raising significant funds for: Community projects Financial education initiatives Local nature and environmental programmes This is a firm with purpose, heart and ambition-and paraplanners are truly valued as...