At a Glance
- Tasks: Support Advisers, create client documents, and manage new business processes.
- Company: Reputable London-based Wealth Management practice with a focus on growth.
- Benefits: Hybrid working, competitive salary, and discretionary bonuses.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Kickstart your career in wealth planning with hands-on experience and mentorship.
- Qualifications: Experience in administration and a keen interest in wealth management.
The predicted salary is between 40000 - 40000 £ per year.
Cranleigh Personnel is working with a London-based Wealth Management practice to recruit a Technical Wealth Planning Administrator / Junior Paraplanner.
You will provide high‑level support to Advisers, produce client documentation, and process new business with accuracy and care.
The role offers a hybrid working pattern (2–3 days in the London office) and a salary around £40,000 plus discretionary bonus.
- This is an excellent step for an experienced administrator looking to specialise in the
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Technical Wealth Planning Paraplanner (Junior) – Hybrid employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
