Wealth Planning Administrator - Step into Paraplanning

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

Wealth Planning Administrator - Step into a Paraplanner role

Location: Leatherhead

Salary: £33,000 - £40,000 depending on experience

The Opportunity overview

Are you a Wealth Planning Administrator looking to take that next step into Paraplanning?

This is a unique opportunity to work collaboratively alongside an adviser who is passionate about mentoring and helping someone develop into a technical paraplanner or an adviser down the line.

You'll receive full support with your exams, work closely with the adviser to collaborate on financial plans, and build practical technical Paraplanning experience. You will also attend all the client meetings alongside the Adviser.

This boutique, highly established financial planning practice also has full admin support from a dedicated small team.

The Role

Working closely with the Adviser, you'll gradually take on more responsibility across:

• Supporting the Adviser with financial planning cases
• Attending client meetings and learning about client objectives
• Developing holistic financial plans
• Conducting technical research and analysis
• Preparing cash flow models
• Writing suitability reports and other client documentation
• Building your knowledge across pensions, investments and wider financial planning
• Working closely with the existing Report Writer and Practice Manager

The client bank consists of around 80 high-net-worth households, with a strong focus on long‑term relationships and personalised financial planning.

What's else is on Offer

• £33,000 - £40,000, depending on experience
• Genuine Administrator-to-Paraplanner opportunity and beyond to adviser
• Direct mentoring from an experienced Adviser
• Full exam support towards Diploma and Chartered
• Technical Paraplanning training and development
• Regular client meeting exposure
• Potential future pathway into Financial Advice
• Discretionary bonus
• Modern offices
• 25 days holiday

What They're Looking For

This is a genuine opportunity to step from Wealth Planning Administration into Paraplanning.

The Adviser is keen to find someone who has already shown commitment to this career path, ideally through some exams towards the Level 4 Diploma or an equivalent qualification.

• Experience within Wealth Planning Administration, IFA Administration or some Junior Paraplanning exposure.
• Evidence of commitment towards Paraplanning, such as exams already completed towards the Diploma or an equivalent qualification
• A genuine desire to develop into a Junior Paraplanner or even Adviser down the line
• Someone personable and confident who would enjoy attending client meetings
• Ambitious, curious and keen to learn directly from an experienced Adviser

If you're a Wealth Planning Administrator who has already started working towards your Diploma and is ready to move into Paraplanning, this is a rare opportunity to learn directly from an experienced Adviser, build your technical skills and develop your career with genuine support behind you.