3 jobs found in Cranleigh

Paraplanner (Fully Remote) FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending on experience + fantastic bonus scheme (paid monthly ongoing + end-of-year bonus). About the Opportunity Our client is a highly successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner with a SJP background to join their remote team and provide high-quality technical support to the Managing Partner. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong SJP paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant and delivered to the highest standard. Working fully remotely, you will be responsible for...

PA / Administration Team Leader (Wealth Planning) FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending upon experience and fantastic bonus scheme - paid both monthly ongoing and an additional end of year bonus. About the Opportunity Our client is a successful and growing St. James's Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced PA/Admin Team Leader to oversee their remote administration function and support the Managing Partner in providing a high-quality service. The Role The PA/Admin Team Leader will play a key part in ensuring the smooth running of the practice's day-to-day operations. This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work. Key Responsibilities Oversee and allocate...

IFA Administrator -Flexible working options and 1 day from home Cranleigh £32,000 - £38,000 (depending on experience) Client Overview This opportunity sits within a boutique independent financial planning firm The business has built a strong reputation for providing thoughtful, holistic advice and prides itself on maintaining close relationships with clients. This role blends traditional IFA administration with more technical administrative work and client servicing, making it ideal for someone who enjoys being involved in the wider financial planning process. Despite being a small practice, the firm has ambitious growth plans over the next five years. The culture is collaborative, supportive and genuinely team-focused. The support team works closely together, with the administrator working alongside one other IFA Administrator and the Office Manager to ensure the smooth delivery of client service and day-to-day operations. This role would suit an experienced IFA...