Wealth Planning Support Specialist

4 weeks ago


Leamington Spa, Warwickshire, United Kingdom Cranleigh Personnel Full time £26,000 - £32,000

IFA / Wealth Planning Administrator Role

About the Company

Cranleigh Personnel is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.

Job Description

In this role, you will collaborate closely with the Director, providing comprehensive administrative support. You will experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch. You will also receive ongoing support for your personal development and any necessary training for your role.

What We Offer

Join a company that values its employees and provides superb benefits, including:

  • A friendly, supportive team environment where collaboration is encouraged.
  • Opportunities for career progression and personal development.
  • A family-oriented culture that promotes work-life balance and employee well-being.

About the Role

This is an excellent opportunity for an IFA / Wealth Planning Administrator to join a well-established family-run business. You will be working closely with the Director, providing administrative support and contributing to the company's success.

Key Responsibilities

  • Provide comprehensive administrative support to the Director.
  • Contribute to the company's success by working closely with the team.
  • Develop your skills and knowledge through ongoing training and support.

Requirements

To be successful in this role, you will need to have excellent administrative skills, a friendly and approachable demeanor, and a willingness to learn and develop your skills.



  • Leamington Spa, Warwickshire, United Kingdom MI Search Full time

    Job OpportunityWe are seeking a highly skilled Financial Planning Support Specialist to join our busy team at MI Search in Warwick.About the RoleIn this dynamic role, you will support financial advisers and paraplanners with tasks such as obtaining provider information, processing new business, and preparing valuation reports.You will be responsible for...


  • Leamington Spa, Warwickshire, United Kingdom Avon Support Ltd Full time

    About this roleWe are seeking a highly motivated and experienced support worker to join our team at Warwick Hub, working with a young lady with challenging behaviour, autism, and learning disabilities. The ideal candidate will have experience in mental health, challenging behaviour, autism, and communication aids, as well as being kind, calm, and...


  • Leamington Spa, Warwickshire, United Kingdom Tailor Made Resources Full time

    Company OverviewTailor Made Resources is a dynamic, innovative, and established Fresh Produce business with sustained growth across the category.We are currently seeking an experienced Materials Planning Specialist to join our team and contribute to the efficient and timely procurement of fresh produce raw materials.


  • Leamington Spa, Warwickshire, United Kingdom Creative Support Full time

    About UsCreative Support is a passionate and inclusive organization that prides itself on providing unique and individualized person-centered active support services for individuals with learning disabilities, physical disabilities, complex needs, and autism.

  • Support Specialist

    2 days ago


    Leamington Spa, Warwickshire, United Kingdom Heart of England Mencap Full time

    Job Title: Support SpecialistAbout the Role:We are seeking a Support Specialist to join our team at Heart of England Mencap. As a Support Specialist, you will play a crucial role in enabling individuals with learning disabilities to lead fulfilling lives. Your primary responsibility will be to provide high-quality support to our customers, helping them to...


  • Leamington Spa, Warwickshire, United Kingdom Pilgrims Europe Full time

    Pilgrims Europe seeks a Retail Demand Planning Specialist to cover a maternity leave on a temporary basis.This is an exciting opportunity to step into a critical role, delivering precise forecasts for our retail and B2B customers.This is a challenging position requiring strong analytical skills, attention to detail, and collaboration across functions to...


  • Leamington Spa, Warwickshire, United Kingdom Strata Construction Consulting Full time

    Job Title: Senior Local Transport Plans SpecialistWe are seeking a highly skilled Senior Local Transport Plans Specialist to join our team at Strata Construction Consulting. As a Senior Local Transport Plans Specialist, you will play a key role in providing expert advice on transport and highway matters to our clients.Your responsibilities will...


  • Leamington Spa, Warwickshire, United Kingdom Creative Support Ltd Full time

    About the RoleAre you passionate about providing person-centred support to individuals with learning disabilities? We are seeking a warm, flexible, and motivated Relief Support Worker to join our team at Creative Support Ltd.The ideal candidate will have previous care experience and be able to assist tenants in our Warwick service to maximise their sense of...


  • Leamington Spa, Warwickshire, United Kingdom National Grid Full time

    About the RoleWe are seeking a highly skilled and experienced Energy Planning Coordinator to join our team in Wales. As a key member of our regional team, you will play a critical role in developing and implementing our Regional Energy Strategic Plan (RESP) for Wales.As a Regional Energy Strategy Coordinator, you will be responsible for coordinating...


  • Leamington Spa, Warwickshire, United Kingdom National Grid Full time

    About the RoleWe are seeking a highly skilled Enterprise Transformation Planning Specialist to join our Strategy & Regulation department in either Warwick or London. As a key member of our team, you will play a critical role in supporting the development and delivery of an enterprise view of National Grid's transformation across each strategic business...


  • Leamington Spa, Warwickshire, United Kingdom Pilgrim's Europe Full time

    We are seeking a highly skilled and analytical Strategic Demand Planning Specialist to join our team on a temporary basis, covering a maternity leave. This is a unique opportunity to step into a pivotal role delivering accurate forecasts for our Retail & B2B customers supplied from our Pork, Lamb, and Added Value manufacturing sites.Job OverviewThis dynamic...


  • Leamington Spa, Warwickshire, United Kingdom The Care Bureau Full time

    Job Title: Care Support SpecialistJob Summary: We are seeking a highly motivated and compassionate Care Support Specialist to join our team at The Care Bureau. As a Care Support Specialist, you will play a vital role in providing high-quality care and support to individuals in their own homes.Key Responsibilities:Deliver personalized care and support to...

  • Female Support Worker

    4 weeks ago


    Leamington Spa, Warwickshire, United Kingdom Creative Support Full time

    Are you passionate about promoting active involvement and communication to ensure that 'every day is a good day' for individuals with learning disabilities?As a Support Worker with Creative Support, you will have the opportunity to make a difference in the lives of people with learning disabilities in the Warwick area. Our residents love to engage in a wide...


  • Leamington Spa, Warwickshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are seeking a proactive Education Support Specialist to support our teaching staff in creating a nurturing and effective learning environment at beBee Professionals in Royal Leamington Spa.Key Responsibilities:Assist in the preparation of lesson plans and educational materials.Provide support to students individually or in small groups to reinforce...

  • Veterinary Surgeon

    4 weeks ago


    Leamington Spa, Warwickshire, United Kingdom Compass Associates Full time

    Job Title: Veterinary Surgeon - Complex Services SpecialistJob Summary: We are seeking a skilled Veterinary Surgeon to join our team at a first opinion, veterinary practice near Coventry. As a Clinical Veterinary Surgeon, you will be at the forefront of tackling complex cases and working with certificate holders to progress your clinical skills.The Clinic:...


  • Leamington Spa, Warwickshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are seeking a dedicated Education Support Specialist to join our team at beBee Professionals in Royal Leamington Spa. The successful candidate will provide support to our teaching staff in creating a nurturing and effective learning environment.Key Responsibilities:Assist in the preparation of lesson plans and educational materials.Provide support to...


  • Leamington Spa, Warwickshire, United Kingdom Canal & River Trust Full time

    Job Title: Programme PlannerLocation: RemoteWe are the Canal & River Trust, a charity dedicated to preserving and enhancing our waterways for future generations. As a Programme Planner, you will play a crucial role in ensuring the effective planning and execution of our projects, ensuring the accessibility and safety of our waterways for users and...


  • Leamington Spa, Warwickshire, United Kingdom National Grid Full time

    About the RoleWe are seeking an experienced Energy Systems Planning Specialist to join our team as a Regional Energy Strategy Lead. This is an exciting opportunity to be part of a dynamic team that is shaping the future of energy planning in Scotland.Key ResponsibilitiesDevelop and implement regional energy strategies that align with our company's goals and...


  • Leamington Spa, Warwickshire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are looking for an Education Support Specialist to join our team at beBee Professionals in Royal Leamington Spa, United Kingdom. The successful candidate will be responsible for supporting students and teachers in the classroom.Key Responsibilities:Supervise and manage classrooms in the absence of the regular teacher.Deliver pre-prepared lesson plans and...


  • Leamington Spa, Warwickshire, United Kingdom Jumar Solutions Ltd Full time

    Job Title: Technical Support SpecialistAbout the Role:We are seeking a skilled Technical Support Specialist to join our IT Service Desk team. As a Technical Support Specialist, you will be responsible for providing customer support for desktop and business applications across the group. This will include logging, managing, and owning incidents and requests,...