Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Collaborate with a Director on bespoke financial plans for ultra high net worth clients.
- Company: Boutique wealth planning practice with over 30 years of experience.
- Benefits: Flexible salary, hybrid working, 25 days holiday plus bank holidays.
- Why this job: Join a growing team and utilise your technical skills in a collaborative environment.
- Qualifications: Diploma qualified Paraplanner with a passion for client relationships.
- Other info: Exciting growth phase with opportunities for professional development.
The predicted salary is between 32000 - 42000 £ per year.
Job Description
Paraplanner
Based Gloucester outskirts (north of Gloucester)
Salary £38,000 – £50,000 depending upon experience
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role working with ultra high net worth clients?
Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a boutique wealth planning practice established over 30 years ago
- Our Client is currently entering an exciting phase of growth and investment within the team
- You will be working directly with the Director of the business on a 1-1 basis
- This role is all about collaborating with the Director on each client's financial plan – they are looking for someone who loves to be involved in the technical side
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Hybrid working – 2-3 days in the office.
- 25 x days holiday plus BH
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Paraplanner - up to 3 days from home - high net worth clients employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - up to 3 days from home - high net worth clients
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth planning sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Since this role involves working closely with high net worth clients, be ready to discuss your experience with bespoke reports and cash flow modelling.
✨Tip Number 3
Showcase your collaborative spirit! During interviews, highlight examples of how you've worked effectively in teams, especially in roles where you’ve partnered with advisers or directors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and you can keep track of your progress with us.
We think you need these skills to ace Paraplanner - up to 3 days from home - high net worth clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with high net worth clients and any technical skills that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working in a collaborative environment and how your skills match what we're looking for. Let us know why you’re the perfect fit for this role.
Showcase Your Technical Skills: Since this role involves a lot of technical work, don’t shy away from showcasing your skills in research, report writing, and cash flow modelling. We love seeing candidates who are confident in their abilities!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Be ready to discuss specific strategies or tools you've used in the past, especially those that relate to high net worth clients.
✨Show Your Collaborative Spirit
Since this role involves working closely with a Director, highlight your teamwork skills. Prepare examples of how you've successfully collaborated in previous roles, particularly in creating bespoke reports or cash flow modelling.
✨Research the Company
Dive into the company’s background and their approach to wealth planning. Understanding their values and recent developments will help you tailor your responses and show genuine interest during the interview.
✨Prepare Questions
Think of insightful questions to ask about the role and the team dynamics. This not only shows your enthusiasm but also helps you gauge if the collaborative environment is truly what you're looking for.
