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
Wealth Planning Administrator - Step into Paraplanning in Surrey employer: Cranleigh Personnel Careers
Join a highly respected financial planning firm in Wokingham that prioritises your growth and development as a Trainee Financial Advisor. With a bespoke trainee development programme, full support for professional qualifications, and early client-facing exposure, you'll be equipped to build a successful career in financial planning. The supportive and collaborative work culture, combined with a genuine pathway to becoming an established Financial Adviser, makes this an exceptional opportunity for motivated individuals looking to make a meaningful impact in the financial services industry.
Contact Details:
Cranleigh Personnel Careers Recruitment Team
