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For Companies At a Glance
- Tasks: Support client meetings, prepare documentation, and collaborate with advisers in a friendly environment.
- Company: Boutique wealth planning firm known for its supportive, family-oriented culture.
- Benefits: Competitive salary, hybrid work model, and full training to develop your skills.
- Why this job: Gain hands-on experience in paraplanning with mentoring from experienced advisers.
- Qualifications: Experience in administration and a passion for financial planning.
- Other info: Enjoy a close-knit team atmosphere and modern offices in central Leamington Spa.
The predicted salary is between 25000 - 30000 £ per year.
Job Description
Location: Leamington Spa
Salary: £30,000 – £36,000 (depending on experience)
Hybrid: 1 day WFH (Wednesday)
The opportunity
We’re working with a well-established, boutique wealth planning firm based in Leamington Spa—known for their friendly, family-oriented culture and the genuine care they show to both clients and employees.
This is a fantastic opportunity for a technical-minded IFA Administrator who’s ready to take the next step towards paraplanning. You’ll be working closely with the Director and advisers, getting involved in annual review work, cashflow preparation, and suitability report writing, while having the support of a PA who handles diary management and meeting bookings.
The advisers currently do their own paraplanning but are keen to mentor and support someone who would like to gradually take this on—making this a brilliant role for someone ready to build their technical confidence in a collaborative setting.
What you’ll be doing
- Work directly alongside the Director to support client meetings—both pre and post-meeting
- Prepare and process annual review packs and client documentation
- Get involved in cashflow modelling and suitability report writing
- Maintain client records and liaise with providers to gather plan information
- Collaborate closely with advisers and the wider team to ensure a seamless client experience
This role is ideal if you enjoy the technical side of administration and want to develop your skills towards paraplanning, with hands-on mentoring and support.
What makes this role stand out
- A clear, supported route into paraplanning — with mentoring from advisers who currently complete their own reports
- Dedicated PA support for diary and meeting admin, so you can focus on the technical work
- A dedicated Practice Manager ensuring smooth operations and additional support for the team
- Friendly, close-knit environment where everyone is valued
- Lovely modern offices in central Leamington Spa
- 1 day WFH (Wednesday) for flexibility
- Full training and mentoring to help you grow your technical expertise
- Competitive salary of £30,000–£35,000 depending on experience
The culture
You’ll be joining a small, supportive firm where collaboration is at the heart of everything. The advisers are approachable, generous with their knowledge, and genuinely committed to helping you progress into paraplanning at a pace that suits you.
Next steps
If you’re an experienced administrator who enjoys the technical side of financial planning and wants to move towards paraplanning, this could be the perfect next step. Apply today or get in touch to chat through the details in confidence.
Wealth Planning Admin/ Junior Paraplanner employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Admin/ Junior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone looking for a Junior Paraplanner.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since this role is all about collaboration and support. Be ready to discuss how your skills align with their friendly, family-oriented vibe.
✨Tip Number 3
Show off your technical skills! During interviews, highlight any experience you have with cashflow modelling or report writing. This will demonstrate that you're not just an administrator but someone ready to step into paraplanning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining a firm that values collaboration and growth.
We think you need these skills to ace Wealth Planning Admin/ Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Planning Admin role. Highlight any technical administration experience and your interest in paraplanning to catch our eye!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you’re excited about this opportunity and how you can contribute to our friendly, collaborative culture. Be genuine and let your personality come through.
Showcase Relevant Skills: In your application, emphasise any experience with client documentation, cashflow modelling, or report writing. We love seeing candidates who are eager to learn and grow their technical skills!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications 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 knowledge of wealth planning and paraplanning. Familiarise yourself with key concepts like cashflow modelling and suitability reports, as these will likely come up in conversation. Showing that you understand the technical side will impress the interviewers.
✨Show Your Collaborative Spirit
This role is all about teamwork, so be ready to demonstrate how you work well with others. Think of examples from your past experiences where you've collaborated effectively, especially in a supportive environment. Highlighting your ability to work closely with advisers will resonate well with the firm's culture.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. Inquire about the mentoring process for paraplanning and how the team collaborates on client meetings. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
✨Be Yourself
The firm values a friendly, family-oriented culture, so don’t be afraid to let your personality shine through. Be authentic and express your enthusiasm for the role and the opportunity to grow within the company. A good cultural fit is just as important as skills and experience!
