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- Tasks: Support advisers by writing reports, conducting research, and analysing client needs.
- Company: Modern wealth planning group with a values-led culture and community impact.
- Benefits: Salary up to £55,000, 25 days holiday, remote work options, and study support.
- Why this job: Join a purpose-driven team and make a real difference in people's financial lives.
- Qualifications: Strong paraplanning experience and ambition for Chartered status.
- Other info: Collaborative environment with dedicated admin support and excellent career progression.
The predicted salary is between 40000 - 55000 £ per year.
Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation)
Salary: From £40,000 and up to £55,000 (depending on experience)
This is a firm with purpose, heart and ambition—and paraplanners are truly valued as technical experts.
The role:
- You’ll join the dedicated Support Hub and work in a pod-style structure, supporting up to two advisers.
- You’ll be fully embedded in the advice process and have full administrative support from a dedicated IFA Administrator, allowing you to focus on technical and analytical work.
What’s on offer:
- Salary up to £55,000 (DOE)
- 25 days holiday + option to buy 5 more
- 2 days WFH after probation
- 1 paid community involvement day per year
- Free on-site parking
- Pod structure with dedicated admin support
- Full study and progression support (including Chartered)
- Values-led culture with real purpose and community impact
About the company:
We’re working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people’s lives. Their culture is built on values of authenticity, warmheartedness and integrity—they care deeply about doing the right thing for both clients and their team. This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners, offering holistic, personalised advice. They also make a real impact beyond financial planning by actively supporting local and national causes, raising significant funds for community projects, financial education initiatives, and local nature and environmental programmes.
Key responsibilities:
- Write high-quality, independent suitability reports
- Conduct whole-of-market product and fund research
- Undertake complex client analysis, including CGT assessments and IHT evaluations
- Support advisers in designing and delivering financial plans
- Prepare and structure annual reviews
- Interpret legislation and ensure compliance
What this role requires:
- Strong paraplanning experience with a solid understanding of the advice process
- Diploma qualified (or equivalent)
- Ambition to achieve Chartered status (fully supported)
- Excellent attention to detail and analytical ability
- Proactive team player who enjoys collaboration
If this role and company align with what you are looking for, please apply!
Paraplanner - Hybrid working options and route to Adviser in Elmstead Market employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid working options and route to Adviser in Elmstead Market
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream paraplanner role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to paraplanning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies to interviews. This will demonstrate your technical expertise and analytical ability, which are key for the role of a paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who align with our values-led culture.
We think you need these skills to ace Paraplanner - Hybrid working options and route to Adviser in Elmstead Market
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your paraplanning experience and any relevant qualifications, like your Diploma, to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your values align with ours. Don’t forget to mention your ambition for Chartered status!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. This will demonstrate your analytical ability and commitment to quality work right from the start.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the advice process. Familiarise yourself with the latest regulations and financial products, as well as the specific services offered by the company. This will show that you're not just interested in the role, but that you’re genuinely invested in their mission.
✨Showcase Your Analytical Skills
Since the role involves complex client analysis and report writing, be prepared to discuss your analytical abilities. Bring examples of past work where you've conducted detailed research or assessments, like CGT or IHT evaluations. This will help demonstrate your technical expertise and attention to detail.
✨Emphasise Teamwork
This position is all about collaboration within a pod structure. Be ready to talk about your experiences working in teams, how you support others, and how you’ve contributed to group success. Highlight any instances where you’ve worked closely with advisers or administrators to achieve a common goal.
✨Align with Their Values
The company prides itself on its values-led culture. Research their community involvement and financial education initiatives, and think about how your personal values align with theirs. During the interview, share your thoughts on the importance of integrity and warmheartedness in financial planning, showing that you’re a good cultural fit.