At a Glance
- Tasks: Support financial planning cases and attend client meetings while learning from an experienced Adviser.
- Company: Boutique financial planning practice with a focus on mentorship and career development.
- Benefits: Competitive salary, full exam support, modern offices, and 25 days holiday.
- Other info: Genuine pathway to becoming a Junior Paraplanner or Adviser with ambitious growth opportunities.
- Why this job: Step into Paraplanning with direct mentoring and real-world experience in a supportive environment.
- Qualifications: Experience in Wealth Planning Administration and commitment to pursuing Level 4 Diploma.
The predicted salary is between 33000 - 40000 £ per year.
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
- 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.
Wealth Planning Administrator - Step into Paraplanning in Leatherhead employer: Cranleigh Personnel
Join a dynamic and supportive financial planning firm in Woking, where you'll receive structured training and mentorship from experienced professionals. With a collaborative work culture and regular social events, this company prioritises employee growth and retention, offering a unique blend of close-knit team support and exposure to a vibrant London office. This is an excellent opportunity for those looking to kickstart their career in financial services within a reputable and award-winning business.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Administrator - Step into Paraplanning in Leatherhead
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cranleigh Personnel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Planning Administrator - Step into Paraplanning in Leatherhead
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cranleigh Personnel.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cranleigh Personnel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cranleigh Personnel
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cranleigh Personnel.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cranleigh Personnel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cranleigh Personnel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
