Wealth Planning Admin to Paraplanner — Mentored Path

Cranleigh Personnel; Leatherhead; On-site; GBP 33,000 - 40,000; Full time

Benefits offered by this job

Discretionary bonus

Exam support toward Diploma/Chartered

Modern offices

25 days holiday

Job summary

Cranleigh Personnel are recruiting a Wealth Planning Administrator in Leatherhead who is keen to progress into paraplanning.

You'll work closely with an adviser, attend client meetings, develop technical paraplanning skills, and receive full exam support toward Diploma and Chartered status.

The role offers mentoring, a structured path to adviser responsibilities, a discretionary bonus and 25 days holiday, with a modern office environment.

Qualifications

• Experience in wealth planning administration or IFA administration helpful.
• Demonstrated commitment to paraplanning or progression toward Diploma.
• Willingness to attend client meetings and develop technical skills.

Responsibilities

• Attend client meetings and learn client objectives.
• Develop holistic financial plans.
• Conduct technical research and analysis for cases.
• Prepare cash flow models.
• Write suitability reports and other client documentation.
• Build knowledge across pensions, investments and wider financial planning.
• Collaborate with Report Writer and Practice Manager.

Skills

Wealth Planning Administration

IFA Administration

Paraplanning exposure

Client meetings experience

Education

Level 4 Diploma or equivalent qualification

Job description

Cranleigh Personnel are recruiting a Wealth Planning Administrator in Leatherhead who is keen to progress into paraplanning.

You'll work closely with an adviser, attend client meetings, develop technical paraplanning skills, and receive full exam support toward Diploma and Chartered status.

The role offers mentoring, a structured path to adviser responsibilities, a discretionary bonus and 25 days holiday, with a modern office environment.