Cranleigh Personnel

10 open roles

United Kingdom

Locations: Corsham · Ipswich · Wokingham · London · Bristol · Colchester · Shaftesbury

Trainee Wealth Planning Administrator (Financial services experience desirable)
Cranleigh Personnel·Corsham, United Kingdom
Trainee Wealth Planning Administrator (experience within financial services desirable) Location: Corsham Salary: 26,000 - 30,000 depending on experience Hours: Monday to Friday, 9:00am - 5:00pm, office based Are you working within financial services and looking to take the next step into Wealth Planning? Perhaps you have experience in pensions administration, investment administration, working for a provider or another area of…
- On-site
- Full-time
- £26k–£30k / yr
7d ago
Wealth Planning Administrator
Cranleigh Personnel·Corsham, United Kingdom
Location: Corsham Salary: Up to 33,000 (depending on experience) Hours: Monday to Friday, 9:00am - 5:00pm (Office Based) The Opportunity Are you an experienced Wealth Planning Administrator looking to join a well-established Wealth planning business who prides itself on its friendly, close-knit feel that makes coming to work enjoyable? Perhaps you're currently working within a smaller practice and would value…
- On-site
- Full-time
- £28k–£33k / yr
11d ago
Senior Administrator (PA duties included) Financial Planning Company
Cranleigh Personnel·Bristol, United Kingdom
Financial Administration Support / PA - Wealth Planning Practice Location: North Bristol, Hybrid Working after probation Salary: 30,000 to 42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who…
- On-site
- Full-time
- £30k–£42k / yr
11d ago
Wealth Planning Support - Step into Team leader
Cranleigh Personnel·Shaftesbury, United Kingdom
Client Services Team Leader Location: Shaftesbury *This role can be based from one of the firm's 3 offices (with Shaftesbury being one of them) other offices span across Dorset/Wiltshire with travel to another office once per week as part of the role)* Hybrid Working: 1 day per week from home Salary: 33,000 – 40,000 (depending on experience) Ready to lead…
- On-site
- Full-time
- £33k–£40k / yr
28d ago
Paraplanner - Looking to move into an Adviser role?
Cranleigh Personnel·Wokingham, United Kingdom
Paraplanner - Looking to move into Advice Wokingham 45,000 – 60,000 (depending on experience) Salaried position + discretionary bonus Ready to step into advice — with the right support and no need to self-generate clients? If you’re a Paraplanner who enjoys the technical side of financial planning but is now ready to move into an adviser role, this is a…
- On-site
- Full-time
- £45k–£60k / yr
Jul 23
PA/Financial adviser support
Cranleigh Personnel·Bristol, United Kingdom
PA/ Financial Administration Support - Wealth Planning Location: North Bristol, Hybrid Working after probation Salary: 30,000 to 42,000 depending upon experience The Opportunity Our client, an established Wealth Planning Practice, is looking to appoint a highly organised and personable Financial Planning Support/PA to join their team. If you enjoy organisation, coordination, relationship management and being the person who keeps everything…
- On-site
- Full-time
- £30k–£42k / yr
Jul 17
IFA Administrator/Wealth Planning Administrator - 2 days from home
Cranleigh Personnel·Colchester, United Kingdom
IFA Administrator/Wealth Planning Administrator Location: Colchester (Hybrid: 2 days WFH after probation) Salary: 28,000 – 36,000 (depending on experience) About the company We’re working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and genuine care...
- On-site
- Full-time
- £28k–£36k / yr
Jul 17
Wealth Planning Team leader
Cranleigh Personnel·Corsham, United Kingdom
Client Services Team Leader Location: Corsham (Dorset/ Wiltshire multi office business – this role can be based from one of the firm's 3 offices with travel to another office once per week) Hybrid Working: 1 day per week from home Salary: 33,000 – 40,000 (depending on experience) Ready to lead a team that sits at the heart of the client…
- On-site
- Full-time
- £33k–£40k / yr
Jul 16
Technical Wealth Planning Administrator / Junior Paraplanner (SJP Practice)
Cranleigh Personnel·London, United Kingdom
Technical Wealth Planning Administrator / Junior Paraplanner (SJP Practice) Location: London (Hybrid – 2-3 days per week in the office) Salary: 40,000 + discretionary bonus Are you an experienced Wealth Planning Administrator looking to develop into a Junior Paraplanner role? Or perhaps you're currently working within an SJP Practice, IFA or Wealth Management firm and feel ready for a more…
- On-site
- Full-time
- £40k–£40k / yr
Jul 16
IFA Administrator/Wealth Planning Administrator - 2 days from home
Cranleigh Personnel·Ipswich, United Kingdom
IFA Administrator/Wealth Planning Administrator Location: Ipswich / East Anglia (Hybrid: 2 days WFH after probation) Salary: 28,000 – 33,000 (depending on experience) About the company We’re working with a forward-thinking, people-first wealth planning group, with the ambition to deliver next-generation financial planning . They are driven by strong values including authenticity, warmheartedness and integrity , and demonstrate these values and…
- On-site
- Full-time
- £28k–£33k / yr
May 20