Cranleigh Personnel

IFA / Wealth Planning Administrator - Progression into Paraplanning Horsham Up to £35,000 + bonus Full-time, office-based (9:00am - 5:00pm, Monday to Friday) Client Overview This is a well-established financial planning firm with a team of 15, operating a successful Wealth department alongside a small mortgage arm. They are part of a recognised national network and have built a strong reputation locally for professional, relationship-led advice. The culture is social, supportive and collaborative. This is a close-knit team where people enjoy working together and where development is genuinely encouraged. This role would suit an experienced Wealth Planning / IFA Administrator who enjoys client interaction, thrives in a busy environment and is keen to progress into paraplanning over time. Role Details Managing the administration and post-review process for pensions and investment clients. Preparing accurate and compliant annual review packs. Drafting post-review letters and client correspondence. Maintaining client records using XPLAN and 360. Booking client appointments and managing adviser diaries. Suitable for someone with prior financial services administration experience who is confident, organised and comfortable taking ownership of their workload. Benefits / Details Salary up to £35,000 depending on experience, plus discretionary bonus. 23 days holiday increasing to 25, plus bank holidays. Death in Service, Income Protection and company pension. Modern Horsham office with nearby parking. Full exam support towards the Diploma in Financial Planning, with genuine progression into paraplanning and long-term development towards advice if desired. So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.