Are you passionate about turning big-picture strategy into real-world impact? Do you thrive when aligning people, processes, and priorities to deliver meaningful change? If so, this role could well be for you! As a Planning & Capacity Manager, you'll be at the heart of the transformation journey. You'll lead on integrated planning and resource optimisation, ensuring that every project - whether a large-scale transformation or incremental improvement - is aligned to the businesses commitments. This is a role where your insight, leadership, and problem-solving skills will directly influence how the company delivers across deliver change across Business Services. What You'll Be Doing Designing and embedding integrated planning models and processes that keep us on track with organisational goals. Balancing the competing demands of change and operations through smart scheduling and capacity planning. Partnering with leaders across the business to forecast needs and allocate resources where they'll make the biggest difference. Leading prioritisation sessions that put members at the centre of our decisions. Turning complex data into meaningful insights and clear recommendations for our senior leadership. Driving continuous improvements in how we plan and deliver. Embedding Project for Web as our go-to tool for resource planning, scheduling, and tracking. What You'll Bring Proven success in enterprise-wide planning and capacity management at a senior level. Expertise with planning tools such as Microsoft Project. A strong understanding of best practices in planning, change delivery, and governance. Experience in designing and delivering MI that supports cross-functional change. A track record of introducing new ways of working that connect teams and improve outcomes. Excellent communication skills, with the confidence to present at C-suite level. A collaborative approach, strong analytical thinking, and the ability to simplify the complex. Please quote 51891 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Oct 17, 2025
Full time
Are you passionate about turning big-picture strategy into real-world impact? Do you thrive when aligning people, processes, and priorities to deliver meaningful change? If so, this role could well be for you! As a Planning & Capacity Manager, you'll be at the heart of the transformation journey. You'll lead on integrated planning and resource optimisation, ensuring that every project - whether a large-scale transformation or incremental improvement - is aligned to the businesses commitments. This is a role where your insight, leadership, and problem-solving skills will directly influence how the company delivers across deliver change across Business Services. What You'll Be Doing Designing and embedding integrated planning models and processes that keep us on track with organisational goals. Balancing the competing demands of change and operations through smart scheduling and capacity planning. Partnering with leaders across the business to forecast needs and allocate resources where they'll make the biggest difference. Leading prioritisation sessions that put members at the centre of our decisions. Turning complex data into meaningful insights and clear recommendations for our senior leadership. Driving continuous improvements in how we plan and deliver. Embedding Project for Web as our go-to tool for resource planning, scheduling, and tracking. What You'll Bring Proven success in enterprise-wide planning and capacity management at a senior level. Expertise with planning tools such as Microsoft Project. A strong understanding of best practices in planning, change delivery, and governance. Experience in designing and delivering MI that supports cross-functional change. A track record of introducing new ways of working that connect teams and improve outcomes. Excellent communication skills, with the confidence to present at C-suite level. A collaborative approach, strong analytical thinking, and the ability to simplify the complex. Please quote 51891 when calling Aaron at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Senior IFA Administrator - Droitwich (Office Based) Salary: Up to £30,000 (potentially negotiable depending on experience) Location: Droitwich, Worcestershire Type: Full-time, permanent An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a highly regarded and well-established financial planning firm based in Droitwich. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 3+ years' experience in an IFA Administration role (2 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £30,000 , depending on experience and qualifications. 100% office-based role in Droitwich, due to the collaborative and client-focused nature of the position. Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.
Oct 17, 2025
Full time
Senior IFA Administrator - Droitwich (Office Based) Salary: Up to £30,000 (potentially negotiable depending on experience) Location: Droitwich, Worcestershire Type: Full-time, permanent An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a highly regarded and well-established financial planning firm based in Droitwich. This is a key position within the business, supporting advisers and paraplanners to deliver a high-quality service to clients. Working as part of a close-knit and professional team, the successful candidate will take ownership of administrative processes across all aspects of financial planning, ensuring the smooth running of client accounts and adviser support functions. The Role Provide comprehensive administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications, valuations, and policy information. Liaise with product providers and clients to obtain and manage key documentation. Maintain accurate client records on internal systems and ensure all compliance requirements are met. Support advisers with meeting preparation, follow-up actions, and client communication. Assist with workflow management and contribute to the continuous improvement of administrative processes. About You Ideally 3+ years' experience in an IFA Administration role (2 years+ will be considered). Strong knowledge of financial planning processes, products, and platforms. Excellent organisational skills, with the ability to prioritise and manage multiple tasks effectively. High attention to detail and accuracy in data handling and documentation. Confident communication skills and a proactive, team-focused approach. Experience with back-office systems such as Intelligent Office (IO) would be advantageous. The Offer Salary up to around £30,000 , depending on experience and qualifications. 100% office-based role in Droitwich, due to the collaborative and client-focused nature of the position. Supportive, professional working environment with long-term stability. Opportunity to work within a respected firm that values quality, integrity, and client service. This is an ideal opportunity for an experienced IFA Administrator who enjoys working as part of a professional team and wants to play a key role in supporting high-quality financial advice delivery.
Senior Paraplanner Buckinghamshire £50,000 - £60,000 DOE Hybrid / Remote / On-site Options Are you a confident, self-sufficient Senior Paraplanner looking for a role where you can truly make an impact in a close-knit, high-performing team? We're working with a boutique financial planning firm in Buckinghamshire, led by experienced Advisors, who are seeking a capable and proactive Paraplanner to join the team. This is a rare opportunity to step into a role that blends technical expertise, client interaction, and operational support - all within a flexible working environment. What's the role? You'll be the go-to Paraplanner, supporting the advisors with: Full paraplanning duties : report writing, research, suitability letters Client-facing work : attending meetings, answering queries Admin support : due to the size of the team, you'll also handle some administrative tasks We are looking for someone experienced, confident, and able to have a level of self-sufficiency. Benefits Salary : £45,000 - £60,000 depending on experience Bonus/Commission : Annual review in April, with yearly individual and company profit based pay rises Pension : Nest standard or contribution to personal pension Holiday : 2 weeks off at Christmas (outside allowance) + Bank Holidays + 28 days What do you need? Level 4 Diploma (minimum) - ideally working towards or holding Level 6 Proven experience in a paraplanning role, ideally at senior level or with several years experience Comfortable working independently and managing your own workload Willingness to get involved in all aspects of the business, including admin Working arrangements Hybrid / Remote / On-site - flexible options available Initial expectation to be on-site 3-5 days/week while settling in Remote candidates expected to visit the office monthly or fortnightly If this role is of interest, please apply and I will be happy to discuss further!
Oct 17, 2025
Full time
Senior Paraplanner Buckinghamshire £50,000 - £60,000 DOE Hybrid / Remote / On-site Options Are you a confident, self-sufficient Senior Paraplanner looking for a role where you can truly make an impact in a close-knit, high-performing team? We're working with a boutique financial planning firm in Buckinghamshire, led by experienced Advisors, who are seeking a capable and proactive Paraplanner to join the team. This is a rare opportunity to step into a role that blends technical expertise, client interaction, and operational support - all within a flexible working environment. What's the role? You'll be the go-to Paraplanner, supporting the advisors with: Full paraplanning duties : report writing, research, suitability letters Client-facing work : attending meetings, answering queries Admin support : due to the size of the team, you'll also handle some administrative tasks We are looking for someone experienced, confident, and able to have a level of self-sufficiency. Benefits Salary : £45,000 - £60,000 depending on experience Bonus/Commission : Annual review in April, with yearly individual and company profit based pay rises Pension : Nest standard or contribution to personal pension Holiday : 2 weeks off at Christmas (outside allowance) + Bank Holidays + 28 days What do you need? Level 4 Diploma (minimum) - ideally working towards or holding Level 6 Proven experience in a paraplanning role, ideally at senior level or with several years experience Comfortable working independently and managing your own workload Willingness to get involved in all aspects of the business, including admin Working arrangements Hybrid / Remote / On-site - flexible options available Initial expectation to be on-site 3-5 days/week while settling in Remote candidates expected to visit the office monthly or fortnightly If this role is of interest, please apply and I will be happy to discuss further!
Paraplanning Manager Location: Leicestershire (Hybrid - 1 day WFH after probation) Salary: Full-Time Permanent 37.5 Hours per Week NJR Recruitment is delighted to be representing a leading financial planning firm in their search for a Paraplanning Manager to join their thriving and growing organisation . This is an exceptional leadership opportunity for a qualified and technically strong professional to lead a high-performing paraplanning team, driving operational efficiency and excellence in client service. Our Client offer a friendly and family orientated working environment, you will be responsible for playing a Senior role within the firm reporting to the Director, you will responsible for Managing a small team of Paraplanners to ensure the process remains seamless. What's on Offer Competitive salary (DOE & qualifications) 1 day WFH per week after probation Modern offices with free on-site parking Supportive and collaborative company culture Key Responsibilities Lead and manage a team of paraplanners and outsourced support providers Oversee workflow allocation, prioritisation, and delivery to deadlines Drive process improvement and quality assurance across the department Produce high-quality, compliant suitability reports and technical research Support advisers throughout the advice process and handle technical queries Stay up to date with product, technical, and regulatory changes Mentor and develop team members, conducting performance reviews and recruitment What We're Looking For Level 4 Diploma qualified (or close to completion) Proven experience in a paraplanning leadership or supervisory role Strong technical knowledge of financial products and planning tools Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office Organised, adaptable, and committed to high standards of accuracy What's on Offer Competitive salary (DOE & qualifications) 1 day WFH per week after probation Modern offices with free on-site parking Supportive and collaborative company culture Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15984
Oct 17, 2025
Full time
Paraplanning Manager Location: Leicestershire (Hybrid - 1 day WFH after probation) Salary: Full-Time Permanent 37.5 Hours per Week NJR Recruitment is delighted to be representing a leading financial planning firm in their search for a Paraplanning Manager to join their thriving and growing organisation . This is an exceptional leadership opportunity for a qualified and technically strong professional to lead a high-performing paraplanning team, driving operational efficiency and excellence in client service. Our Client offer a friendly and family orientated working environment, you will be responsible for playing a Senior role within the firm reporting to the Director, you will responsible for Managing a small team of Paraplanners to ensure the process remains seamless. What's on Offer Competitive salary (DOE & qualifications) 1 day WFH per week after probation Modern offices with free on-site parking Supportive and collaborative company culture Key Responsibilities Lead and manage a team of paraplanners and outsourced support providers Oversee workflow allocation, prioritisation, and delivery to deadlines Drive process improvement and quality assurance across the department Produce high-quality, compliant suitability reports and technical research Support advisers throughout the advice process and handle technical queries Stay up to date with product, technical, and regulatory changes Mentor and develop team members, conducting performance reviews and recruitment What We're Looking For Level 4 Diploma qualified (or close to completion) Proven experience in a paraplanning leadership or supervisory role Strong technical knowledge of financial products and planning tools Proficient in FE Analytics, Cashcalc, SharePoint, and Microsoft Office Organised, adaptable, and committed to high standards of accuracy What's on Offer Competitive salary (DOE & qualifications) 1 day WFH per week after probation Modern offices with free on-site parking Supportive and collaborative company culture Our client is looking for someone with a can-do attitude, who is self motivated, efficient and hard working and has the ability to work within a faced paced busy, professional and growing firm. Please quote REF:NJR15984
Very comprehensive study package including Bonus hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path. Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staff Opportunity Highlights Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients Enjoy developing your technical paraplanning skills further Attend Client meetings and be part of the Advice process Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice Provide full analysis of a Client's needs, researching solutions and writing compliant and suitable recommendations for all clients Full lifetime cashflow modelling to develop the client's holistic financial plan, current cashflow modelling experience required Perfect structured career path with excellent mentoring A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential Study support provided to assist with Advanced papers to achieve you Chartered Status If you are looking to join a dynamic and progressive team, send your cv to Sam Negbenebor at Financial Divisions.
Oct 17, 2025
Full time
Very comprehensive study package including Bonus hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path. Excellent opportunity for a Diploma Qualified Senior Paraplanner to develop further your Client facing skills with a very reputable local wealth management firm which has developed over the years an excellent local presence known for both their Client loyalty coupled with their care for their staff Opportunity Highlights Provide full paraplanning support to a senior Financial Planner producing high-quality financial plans for clients Enjoy developing your technical paraplanning skills further Attend Client meetings and be part of the Advice process Review client information from fact finds, meeting notes and existing records, undertake research and collate supporting documentation and application paperwork for the advice Provide full analysis of a Client's needs, researching solutions and writing compliant and suitable recommendations for all clients Full lifetime cashflow modelling to develop the client's holistic financial plan, current cashflow modelling experience required Perfect structured career path with excellent mentoring A minimum of 2 years pure paraplanning experience with Client facing and Level 4 Diploma essential Study support provided to assist with Advanced papers to achieve you Chartered Status If you are looking to join a dynamic and progressive team, send your cv to Sam Negbenebor at Financial Divisions.
This opportunity is presented by a leading wealth management firm in Brighton. If you're an experienced Wealth Planner with a proven track record of working with high-net-worth (HNW) clients and are looking to take your career to the next level, we'd love to hear from you. This is an excellent chance to join a firm that values client-centric advice, integrity, and professional growth. The Role: As a Senior Wealth Planner, you will be responsible for delivering tailored financial planning and wealth management services to a portfolio of HNW clients. You will be expected to build long-term relationships, demonstrate deep technical expertise, and work alongside a dynamic team of advisers to provide holistic financial solutions. Key Responsibilities: Deliver bespoke financial planning services to HNW individuals and families, covering investments, pensions, tax planning, and estate planning. Maintain and grow relationships with existing clients, ensuring a high level of client retention and satisfaction. Develop new business through referrals, professional network, and strategic partnerships. Provide clear and concise financial advice that aligns with clients' long-term financial goals and aspirations. Collaborate with internal teams and support staff to deliver seamless client experiences. Uphold the highest ethical standards in all dealings, ensuring a client-first approach in every situation. The Ideal Candidate: Extensive experience in wealth management, with a strong track record of working with HNW clients. Demonstrated ability to deliver tailored, client-centric financial planning and wealth management services. Strong business development skills, with an established professional network that can generate referrals and business opportunities. Ethical, client-focused, and highly professional, with a commitment to upholding the highest standards in all client interactions. A passion for collaboration and continuous professional growth. Chartered status. What's on Offer: Salary: Up to £120k, based on experience. Competitive benefits package. Opportunities for career progression and development within a growing firm. A collaborative and supportive team environment where your contributions will be valued. If you are a Senior Wealth Planner looking to elevate your career within a reputable firm that prioritises clients and ethics, we want to hear from you. This role offers the chance to work with a prestigious client base while enjoying a clear path for career development. To apply, please send your CV to Jo at Financial Divisions.
Oct 17, 2025
Full time
This opportunity is presented by a leading wealth management firm in Brighton. If you're an experienced Wealth Planner with a proven track record of working with high-net-worth (HNW) clients and are looking to take your career to the next level, we'd love to hear from you. This is an excellent chance to join a firm that values client-centric advice, integrity, and professional growth. The Role: As a Senior Wealth Planner, you will be responsible for delivering tailored financial planning and wealth management services to a portfolio of HNW clients. You will be expected to build long-term relationships, demonstrate deep technical expertise, and work alongside a dynamic team of advisers to provide holistic financial solutions. Key Responsibilities: Deliver bespoke financial planning services to HNW individuals and families, covering investments, pensions, tax planning, and estate planning. Maintain and grow relationships with existing clients, ensuring a high level of client retention and satisfaction. Develop new business through referrals, professional network, and strategic partnerships. Provide clear and concise financial advice that aligns with clients' long-term financial goals and aspirations. Collaborate with internal teams and support staff to deliver seamless client experiences. Uphold the highest ethical standards in all dealings, ensuring a client-first approach in every situation. The Ideal Candidate: Extensive experience in wealth management, with a strong track record of working with HNW clients. Demonstrated ability to deliver tailored, client-centric financial planning and wealth management services. Strong business development skills, with an established professional network that can generate referrals and business opportunities. Ethical, client-focused, and highly professional, with a commitment to upholding the highest standards in all client interactions. A passion for collaboration and continuous professional growth. Chartered status. What's on Offer: Salary: Up to £120k, based on experience. Competitive benefits package. Opportunities for career progression and development within a growing firm. A collaborative and supportive team environment where your contributions will be valued. If you are a Senior Wealth Planner looking to elevate your career within a reputable firm that prioritises clients and ethics, we want to hear from you. This role offers the chance to work with a prestigious client base while enjoying a clear path for career development. To apply, please send your CV to Jo at Financial Divisions.
This is a fantastic opportunity presented by a leading wealth management firm based in Brighton. If you're a Diploma-qualified financial professional with experience as a Senior Paraplanner or a Junior Chartered Adviser, and you're looking to progress within a growing, client-focused firm, this role could be a perfect fit for you. The Role: As a Junior Wealth Planner, you'll be working alongside senior wealth managers to provide comprehensive, tailored financial planning advice to high-net-worth individuals and business owners. This is a client-facing role, where you'll play an integral part in supporting and advising clients across a range of financial matters, including pensions, investments, tax, and estate planning. Key Responsibilities: Collaborate with senior wealth managers to deliver holistic financial advice to clients. Prepare and present detailed financial plans, reports, and strategies. Assist in managing a portfolio of clients, ensuring high levels of service and regular reviews. Attend client meetings and contribute to strategic discussions. Continuously develop your skills and technical knowledge, with full support for career progression. The Ideal Candidate: Diploma-qualified in Financial Planning (or equivalent). Experience as a Senior Paraplanner or Junior Chartered Adviser looking to move into a wealth planning role. Strong technical knowledge across pensions, investments, tax, and estate planning. Excellent communication and interpersonal skills, with the ability to engage with clients. Ambitious and eager to progress within a supportive, client-focused firm. Comfortable working in an office-based role, 5 days a week in Brighton. What's on Offer: Salary : Up to £60,000 depending on experience. Career progression opportunities with a clear pathway to more senior wealth management roles. Full study support for achieving Chartered status or other relevant qualifications. A collaborative and supportive team environment, where your growth and development are encouraged. If you're ready to take the next step in your career and progress within a leading wealth management firm, please send your cv to Jo at Financial Divisions.
Oct 17, 2025
Full time
This is a fantastic opportunity presented by a leading wealth management firm based in Brighton. If you're a Diploma-qualified financial professional with experience as a Senior Paraplanner or a Junior Chartered Adviser, and you're looking to progress within a growing, client-focused firm, this role could be a perfect fit for you. The Role: As a Junior Wealth Planner, you'll be working alongside senior wealth managers to provide comprehensive, tailored financial planning advice to high-net-worth individuals and business owners. This is a client-facing role, where you'll play an integral part in supporting and advising clients across a range of financial matters, including pensions, investments, tax, and estate planning. Key Responsibilities: Collaborate with senior wealth managers to deliver holistic financial advice to clients. Prepare and present detailed financial plans, reports, and strategies. Assist in managing a portfolio of clients, ensuring high levels of service and regular reviews. Attend client meetings and contribute to strategic discussions. Continuously develop your skills and technical knowledge, with full support for career progression. The Ideal Candidate: Diploma-qualified in Financial Planning (or equivalent). Experience as a Senior Paraplanner or Junior Chartered Adviser looking to move into a wealth planning role. Strong technical knowledge across pensions, investments, tax, and estate planning. Excellent communication and interpersonal skills, with the ability to engage with clients. Ambitious and eager to progress within a supportive, client-focused firm. Comfortable working in an office-based role, 5 days a week in Brighton. What's on Offer: Salary : Up to £60,000 depending on experience. Career progression opportunities with a clear pathway to more senior wealth management roles. Full study support for achieving Chartered status or other relevant qualifications. A collaborative and supportive team environment, where your growth and development are encouraged. If you're ready to take the next step in your career and progress within a leading wealth management firm, please send your cv to Jo at Financial Divisions.
This Senior Paraplanner job offering hybrid working in Cardiff is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors click apply for full job details
Oct 17, 2025
Full time
This Senior Paraplanner job offering hybrid working in Cardiff is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors click apply for full job details
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the click apply for full job details
Oct 16, 2025
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the click apply for full job details
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Oct 16, 2025
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the Consultant s recommendations for the client Manage client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultant's recommendations post client meetings Liaise with client s post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients What you will need to succeed: Previous paraplanning experience essential Chartered status, or working towards First rate communication and customer service skills Strong IT skills including back office systems What you will receive in return : Salary £45,000 to £50,000 (depending on experience) Discretionary quarterly bonuses Full-time, 37.5 hours per week Hybrid working available after training 23 days holiday plus BHs (increases with length of service) Life cover/income protection Health benefits The chance to join an established yet progressive firm What you need to do next: If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Corporate Governance Officer Job Title: Corporate Governance and Assurance OfficerLocation: Hybrid and meetings in Manchester, Birmingham or LondonSalary 35 to 40k We are seeking a proactive and detail-oriented Governance and Assurance Officer to support the Head of Business Assurance in implementing and maintaining robust corporate governance and assurance frameworks. This dynamic role offers the opportunity to work across all levels of an organisation, gaining deep insight into business operations while promoting best practice in governance and risk management. The postholder will also act as secretariat for key governance committees. Key Responsibilities: Corporate Governance & Assurance: Implement and monitor governance and assurance processes, including adherence to Standing Financial Instructions (SFIs).Deliver staff training and communications on governance policies and procedures.Provide independent assurance on corporate and project reporting, acting as the "second line of defence."Contribute to the development of the Annual Governance Statement and relevant sections of the Annual Report.Provide secretariat support to governance committees (e.g., Audit and Risk Committee), including minute-taking, paper distribution, and action tracking.Maintain forward planners and draft agendas for governance meetings.Prepare governance reports for senior stakeholders covering areas such as fraud, gifts and hospitality, internal audit, and tender waivers.Manage the policy register, ensuring timely approval and compliance with governance standards.Oversee the maintenance and legal compliance of corporate policies.Internal Audit & Risk ManagementCoordinate the internal audit programme and monitor progress against outstanding actions.Liaise with internal auditors and communicate updates to relevant stakeholders.Implement audit recommendations within the Business Assurance function.Support the development and delivery of risk management strategy, including facilitating departmental risk workshops.Additional DutiesLead and maintain initiatives to improve operational processes, such as document control systems and quality certifications (e.g., ISO 9001). What We're Looking ForStrong understanding of corporate governance and assurance frameworks.Excellent organisational and communication skills.Ability to work collaboratively across departments and with senior stakeholders.Experience in committee support and policy management.Familiarity with internal audit and risk management practices.What you need to do now If you're interested in this role, please forward an up-to-date copy of your CV. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Oct 16, 2025
Full time
Corporate Governance Officer Job Title: Corporate Governance and Assurance OfficerLocation: Hybrid and meetings in Manchester, Birmingham or LondonSalary 35 to 40k We are seeking a proactive and detail-oriented Governance and Assurance Officer to support the Head of Business Assurance in implementing and maintaining robust corporate governance and assurance frameworks. This dynamic role offers the opportunity to work across all levels of an organisation, gaining deep insight into business operations while promoting best practice in governance and risk management. The postholder will also act as secretariat for key governance committees. Key Responsibilities: Corporate Governance & Assurance: Implement and monitor governance and assurance processes, including adherence to Standing Financial Instructions (SFIs).Deliver staff training and communications on governance policies and procedures.Provide independent assurance on corporate and project reporting, acting as the "second line of defence."Contribute to the development of the Annual Governance Statement and relevant sections of the Annual Report.Provide secretariat support to governance committees (e.g., Audit and Risk Committee), including minute-taking, paper distribution, and action tracking.Maintain forward planners and draft agendas for governance meetings.Prepare governance reports for senior stakeholders covering areas such as fraud, gifts and hospitality, internal audit, and tender waivers.Manage the policy register, ensuring timely approval and compliance with governance standards.Oversee the maintenance and legal compliance of corporate policies.Internal Audit & Risk ManagementCoordinate the internal audit programme and monitor progress against outstanding actions.Liaise with internal auditors and communicate updates to relevant stakeholders.Implement audit recommendations within the Business Assurance function.Support the development and delivery of risk management strategy, including facilitating departmental risk workshops.Additional DutiesLead and maintain initiatives to improve operational processes, such as document control systems and quality certifications (e.g., ISO 9001). What We're Looking ForStrong understanding of corporate governance and assurance frameworks.Excellent organisational and communication skills.Ability to work collaboratively across departments and with senior stakeholders.Experience in committee support and policy management.Familiarity with internal audit and risk management practices.What you need to do now If you're interested in this role, please forward an up-to-date copy of your CV. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. #
Clientside- Senior Estates Surveyor, Leeds based, competitive salary Are you a commercially minded property professional with a strong background in logistics and estate management? A leading Yorkshire-headquartered organisation is seeking a Senior Estates Surveyor to join its dynamic team and help shape the future of its national property portfolio. This is an exciting opportunity to work within a fast-paced, operationally driven environment, managing a diverse estate of depots and delivery units across the UK. Key Responsibilities Lead on leasehold acquisitions and disposals, including heads of terms, legal negotiations, and delivery. Manage lease advisory matters such as rent reviews, lease renewals, dilapidations, and variations. Oversee rent, service charge, insurance, and rates management, ensuring compliance and cost efficiency. Engage and manage external consultants, including agents, solicitors, surveyors, and planners. Develop and implement real estate strategies and initiatives aligned with business needs. Provide expert advice to internal stakeholders across operations, finance, legal, and facilities. Maintain accurate records and reporting tools including budgets, trackers, and approval memos. What You Need Qualifications: MRICS qualified with 5 years+ post-qualified experience. Experience: Proven track record in acquisitions, lease advisory, property management, and rates mitigation within a logistics or warehousing environment. Skills: Strong commercial acumen, negotiation skills, stakeholder engagement, and legal process navigation. Knowledge: In-depth understanding of landlord and tenant legislation and property market dynamics. Attributes: Resilient, pragmatic, articulate, and confident decision-maker with excellent communication and IT skills. Why Join?This is a unique opportunity to influence a national property strategy, reduce operational risk, and deliver tangible financial benefits. You'll be part of a collaborative estates team, working closely with senior stakeholders to ensure the property platform supports business growth and continuity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Oct 16, 2025
Full time
Clientside- Senior Estates Surveyor, Leeds based, competitive salary Are you a commercially minded property professional with a strong background in logistics and estate management? A leading Yorkshire-headquartered organisation is seeking a Senior Estates Surveyor to join its dynamic team and help shape the future of its national property portfolio. This is an exciting opportunity to work within a fast-paced, operationally driven environment, managing a diverse estate of depots and delivery units across the UK. Key Responsibilities Lead on leasehold acquisitions and disposals, including heads of terms, legal negotiations, and delivery. Manage lease advisory matters such as rent reviews, lease renewals, dilapidations, and variations. Oversee rent, service charge, insurance, and rates management, ensuring compliance and cost efficiency. Engage and manage external consultants, including agents, solicitors, surveyors, and planners. Develop and implement real estate strategies and initiatives aligned with business needs. Provide expert advice to internal stakeholders across operations, finance, legal, and facilities. Maintain accurate records and reporting tools including budgets, trackers, and approval memos. What You Need Qualifications: MRICS qualified with 5 years+ post-qualified experience. Experience: Proven track record in acquisitions, lease advisory, property management, and rates mitigation within a logistics or warehousing environment. Skills: Strong commercial acumen, negotiation skills, stakeholder engagement, and legal process navigation. Knowledge: In-depth understanding of landlord and tenant legislation and property market dynamics. Attributes: Resilient, pragmatic, articulate, and confident decision-maker with excellent communication and IT skills. Why Join?This is a unique opportunity to influence a national property strategy, reduce operational risk, and deliver tangible financial benefits. You'll be part of a collaborative estates team, working closely with senior stakeholders to ensure the property platform supports business growth and continuity. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
Description Our local government clients in East London require a Major Projects Planner to start immediately and join the high-performing Development Management team. A senior role for a planner who thrives on complexity and challenge. You will take the lead on a caseload of the most strategically significant planning applications, from the pre-application stage through to appeal. Your work will involve negotiating with developers to deliver high-quality, innovative schemes and secure vital community benefits for the residents. Your key responsibilities will include: Project Leadership: Taking lead responsibility for a full range of complex and strategically important Development Management projects, including major applications and appeals at Public Inquiries. Negotiation & Stakeholder Management: Working collaboratively with developers and stakeholders to resolve potential conflicts and negotiating to secure significant financial and other community benefits through S.106 legal agreements. Expert Advice & Communication: Acting as the senior expert spokesperson on Development Management issues, preparing and presenting high-level, complex reports, and representing committees and other public forums. Team Contribution: Mentoring more junior staff, contributing to the team's performance management, and helping to develop a positive and customer-friendly planning service. Qualification Essential GCSE Grade (or equivalent) in English Language and Mathematics. Post-Graduate qualification in Town Planning and have membership of, or be eligible for, the Royal Town Planning Institute (RTPI). Advanced Microsoft Office, Word, Excel, Outlook, Social Media and CRM. Qualifications, Knowledge, and Experience Requirements - Criteria to be Evaluated at the Shortlisting Stage. A minimum of 5 years' knowledge of the legislative, policy, and procedural frameworks within which the planning service operates. Extensive post-qualification experience in Development Management. Proven experience negotiating on complex applications to secure community benefits. Experience mentoring staff. A thorough knowledge of planning law and procedures as they relate to complex applications (including those with Environmental Impact Assessments) and appeals. The ability to produce and present clear, concise, and practical reports, both written and oral. Excellent skills in negotiation, persuasion, and influence. The ability to manage an extensive and demanding workload to meet performance targets with minimal supervision. A working knowledge of relevant IT systems, such as Word, planning databases, and GIS. Why Work in this team? Join a forward-thinking team committed to delivering excellent services that offer: A competitive salary and a generous Local Government Pension Scheme. A commitment to your continuous professional development. Flexible working arrangements to support a healthy work-life balance. The opportunity to work on a diverse and exciting range of significant developments. Essential Compliance Requirements 3 years' reference, including current employment A pre-engagement screening is mandatory for this role. Diamond Blaque Group, a leading provider in the public sector, is acting as an employment agency for this vacancy. Our organisation is deeply committed to fostering an environment of equal opportunity and diversity in the workplace.
Oct 15, 2025
Contractor
Description Our local government clients in East London require a Major Projects Planner to start immediately and join the high-performing Development Management team. A senior role for a planner who thrives on complexity and challenge. You will take the lead on a caseload of the most strategically significant planning applications, from the pre-application stage through to appeal. Your work will involve negotiating with developers to deliver high-quality, innovative schemes and secure vital community benefits for the residents. Your key responsibilities will include: Project Leadership: Taking lead responsibility for a full range of complex and strategically important Development Management projects, including major applications and appeals at Public Inquiries. Negotiation & Stakeholder Management: Working collaboratively with developers and stakeholders to resolve potential conflicts and negotiating to secure significant financial and other community benefits through S.106 legal agreements. Expert Advice & Communication: Acting as the senior expert spokesperson on Development Management issues, preparing and presenting high-level, complex reports, and representing committees and other public forums. Team Contribution: Mentoring more junior staff, contributing to the team's performance management, and helping to develop a positive and customer-friendly planning service. Qualification Essential GCSE Grade (or equivalent) in English Language and Mathematics. Post-Graduate qualification in Town Planning and have membership of, or be eligible for, the Royal Town Planning Institute (RTPI). Advanced Microsoft Office, Word, Excel, Outlook, Social Media and CRM. Qualifications, Knowledge, and Experience Requirements - Criteria to be Evaluated at the Shortlisting Stage. A minimum of 5 years' knowledge of the legislative, policy, and procedural frameworks within which the planning service operates. Extensive post-qualification experience in Development Management. Proven experience negotiating on complex applications to secure community benefits. Experience mentoring staff. A thorough knowledge of planning law and procedures as they relate to complex applications (including those with Environmental Impact Assessments) and appeals. The ability to produce and present clear, concise, and practical reports, both written and oral. Excellent skills in negotiation, persuasion, and influence. The ability to manage an extensive and demanding workload to meet performance targets with minimal supervision. A working knowledge of relevant IT systems, such as Word, planning databases, and GIS. Why Work in this team? Join a forward-thinking team committed to delivering excellent services that offer: A competitive salary and a generous Local Government Pension Scheme. A commitment to your continuous professional development. Flexible working arrangements to support a healthy work-life balance. The opportunity to work on a diverse and exciting range of significant developments. Essential Compliance Requirements 3 years' reference, including current employment A pre-engagement screening is mandatory for this role. Diamond Blaque Group, a leading provider in the public sector, is acting as an employment agency for this vacancy. Our organisation is deeply committed to fostering an environment of equal opportunity and diversity in the workplace.
Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
Oct 15, 2025
Full time
Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards. This full-time permanent role offers benefits and a salary range of £30,000 £40,000. You Will Be Responsible For Leading, mentoring, and developing the client support team. Allocating and monitoring workloads to ensure deadlines are achieved. Managing complex or high-priority client administration tasks directly. Overseeing onboarding, annual reviews, and day-to-day service delivery. Acting as the main operational point of contact between advisers and paraplanners. Monitoring workflow and addressing bottlenecks before they escalate. Maintaining compliance and ensuring quality standards are met. Driving continuous improvement across systems and processes. (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing. What We Are Looking For Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role. At least 2 years of experience in financial services A strong background in financial services administration (pensions, investments, insurance, or wealth management). Proven ability to lead teams and manage multiple priorities effectively. Excellent attention to detail and accuracy in all tasks. Strong organisational skills and effective communication. What s on Offer Competitive salary Generous holiday entitlement. Professional development and qualification support. Company pension and wellbeing initiatives. Enhanced family leave policies. Additional leave and regular company events. Supportive and collaborative working culture. This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Oct 15, 2025
Full time
An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions. As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards. This full-time permanent role offers benefits and a salary range of £30,000 £40,000. You Will Be Responsible For Leading, mentoring, and developing the client support team. Allocating and monitoring workloads to ensure deadlines are achieved. Managing complex or high-priority client administration tasks directly. Overseeing onboarding, annual reviews, and day-to-day service delivery. Acting as the main operational point of contact between advisers and paraplanners. Monitoring workflow and addressing bottlenecks before they escalate. Maintaining compliance and ensuring quality standards are met. Driving continuous improvement across systems and processes. (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing. What We Are Looking For Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role. At least 2 years of experience in financial services A strong background in financial services administration (pensions, investments, insurance, or wealth management). Proven ability to lead teams and manage multiple priorities effectively. Excellent attention to detail and accuracy in all tasks. Strong organisational skills and effective communication. What s on Offer Competitive salary Generous holiday entitlement. Professional development and qualification support. Company pension and wellbeing initiatives. Enhanced family leave policies. Additional leave and regular company events. Supportive and collaborative working culture. This is a fantastic opportunity to take on a pivotal leadership role within a progressive financial services organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Paraplanner / Technical Support Location Competitive salary + benefits (DOE) Hybrid working available I m recruiting for an established Independent Financial Adviser firm who are looking to add a talented Paraplanner / Technical Support professional to their team. This is an excellent opportunity to work closely with Advisers, supporting the delivery of high-quality client outcomes while developing your technical expertise. Key Responsibilities: Maintain and update client records on Intelligent Office (IO) Provide research on products and funds for Advisers Draft suitability reports in line with compliance standards Process applications, instructions, and new business Produce valuations and review packs for client meetings Obtain accurate quotations, key features, and applications for Adviser appointments Review and assess client/adviser documentation for compliance Build and maintain strong relationships with clients, colleagues, and providers Act as a point of contact for Advisers, clients, and third parties Skills & Experience Required: Experience within a Paraplanning or Financial Services support role Strong understanding of the financial planning process Skilled in report writing and research, with great attention to detail Confident analysing financial data and presenting findings clearly Competent IT skills (Microsoft Office, Intelligent Office) Excellent interpersonal and communication skills Organised, proactive, and able to prioritise workload effectively Personal Attributes: Professional integrity with a client-focused mindset Team player with the ability to work independently Flexible and adaptable with a commitment to continuous improvement Strong problem-solving ability and attention to detail This role would suit an experienced IFA Administrator, Trainee Paraplanner, or Paraplanner looking to progress in a supportive and professional environment. If you d like to explore this opportunity further, feel free to reach out directly.
Oct 15, 2025
Full time
Paraplanner / Technical Support Location Competitive salary + benefits (DOE) Hybrid working available I m recruiting for an established Independent Financial Adviser firm who are looking to add a talented Paraplanner / Technical Support professional to their team. This is an excellent opportunity to work closely with Advisers, supporting the delivery of high-quality client outcomes while developing your technical expertise. Key Responsibilities: Maintain and update client records on Intelligent Office (IO) Provide research on products and funds for Advisers Draft suitability reports in line with compliance standards Process applications, instructions, and new business Produce valuations and review packs for client meetings Obtain accurate quotations, key features, and applications for Adviser appointments Review and assess client/adviser documentation for compliance Build and maintain strong relationships with clients, colleagues, and providers Act as a point of contact for Advisers, clients, and third parties Skills & Experience Required: Experience within a Paraplanning or Financial Services support role Strong understanding of the financial planning process Skilled in report writing and research, with great attention to detail Confident analysing financial data and presenting findings clearly Competent IT skills (Microsoft Office, Intelligent Office) Excellent interpersonal and communication skills Organised, proactive, and able to prioritise workload effectively Personal Attributes: Professional integrity with a client-focused mindset Team player with the ability to work independently Flexible and adaptable with a commitment to continuous improvement Strong problem-solving ability and attention to detail This role would suit an experienced IFA Administrator, Trainee Paraplanner, or Paraplanner looking to progress in a supportive and professional environment. If you d like to explore this opportunity further, feel free to reach out directly.
Office Manager - Financial Services Inspire Resourcing are currently recruiting an Office Manager / Senior Paraplanner on behalf of our client based in Nottingham. This is a great opportunity to join an established & friendly business with a great team. Duties: Manage all administrative employees, resources, and tasks for the office location To manage the compliance of the business Manage the office budget/purchasing General admin support including typing, photocopying, stationery and supply chain ordering, scanning, filing and travel arrangements. Prepare, coordinate, and check documentation and specifications utilising Microsoft Office software Coordinate and assist with internal projects Lead & guide a team of 4 apprentices / trainees, in being first point of calls for new enquiries and onboarding of new clients HR duties for the business including attendance, holidays and appraisals Arrange meetings, prepare agendas, and take general minutes as required Payroll / Accounts Support Requirements: Previous experience within financial services Experience of office management or HR responsibilities Strong communication skills Paraplanning experience a distinct advantage 35k - 47k DOE Full time hours, would consider x4 days a week Flexible working options
Oct 15, 2025
Full time
Office Manager - Financial Services Inspire Resourcing are currently recruiting an Office Manager / Senior Paraplanner on behalf of our client based in Nottingham. This is a great opportunity to join an established & friendly business with a great team. Duties: Manage all administrative employees, resources, and tasks for the office location To manage the compliance of the business Manage the office budget/purchasing General admin support including typing, photocopying, stationery and supply chain ordering, scanning, filing and travel arrangements. Prepare, coordinate, and check documentation and specifications utilising Microsoft Office software Coordinate and assist with internal projects Lead & guide a team of 4 apprentices / trainees, in being first point of calls for new enquiries and onboarding of new clients HR duties for the business including attendance, holidays and appraisals Arrange meetings, prepare agendas, and take general minutes as required Payroll / Accounts Support Requirements: Previous experience within financial services Experience of office management or HR responsibilities Strong communication skills Paraplanning experience a distinct advantage 35k - 47k DOE Full time hours, would consider x4 days a week Flexible working options
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Oct 15, 2025
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Senior Town Planner - Strategic Land North West 50,000 - 65,000 + Package Are you an experienced Town Planner with a passion for strategic land promotion and a desire to make a real impact in shaping future communities? I'm working in close partnership with a long-established and privately funded property development and investment company with a strong pipeline of strategic land opportunities across the UK. They're now looking for a Senior Town Planner to join their in-house planning team, working across a diverse land portfolio with a focus on long-term promotion and development potential. This is a rare opportunity to move client-side with a stable, well-capitalised organisation that offers genuine autonomy, a supportive culture, and long-term career growth. The Role: You'll take ownership of strategic land planning matters across a broad geographical area, primarily in the North and Midlands. Responsibilities include: Leading on planning strategy for a large and varied landbank Preparing and managing planning applications, appeals, and Local Plan representations Liaising with external planning consultants, local authorities, and key stakeholders Identifying and assessing new land opportunities from a planning perspective Representing the company at public inquiries, hearings, and Local Plan examinations What We're Looking For: MRTPI qualified with 5+ years' experience, ideally in a mix of private consultancy and client-side or developer environment Strong knowledge of the UK planning system, particularly around strategic land promotion Excellent communication and report-writing skills A proactive, commercial mindset and ability to work independently Willingness to travel regionally when required Why Apply? Move in-house to a financially secure, privately owned business Be part of a small, close-knit team where your voice and input genuinely matter Long-term land interests and strategic sites that offer complex, interesting planning challenges A company that values work-life balance and sustainable growth If you're a Senior Planner looking to take that next step in your career or seeking more influence over planning outcomes in a commercial setting, this could be the ideal move. Interested? Please get in touch for a confidential conversation. I'd be happy to share more about the business, the team, and what makes this role stand out. Please Call Katy on (phone number removed) and foward to (url removed)
Oct 15, 2025
Full time
Senior Town Planner - Strategic Land North West 50,000 - 65,000 + Package Are you an experienced Town Planner with a passion for strategic land promotion and a desire to make a real impact in shaping future communities? I'm working in close partnership with a long-established and privately funded property development and investment company with a strong pipeline of strategic land opportunities across the UK. They're now looking for a Senior Town Planner to join their in-house planning team, working across a diverse land portfolio with a focus on long-term promotion and development potential. This is a rare opportunity to move client-side with a stable, well-capitalised organisation that offers genuine autonomy, a supportive culture, and long-term career growth. The Role: You'll take ownership of strategic land planning matters across a broad geographical area, primarily in the North and Midlands. Responsibilities include: Leading on planning strategy for a large and varied landbank Preparing and managing planning applications, appeals, and Local Plan representations Liaising with external planning consultants, local authorities, and key stakeholders Identifying and assessing new land opportunities from a planning perspective Representing the company at public inquiries, hearings, and Local Plan examinations What We're Looking For: MRTPI qualified with 5+ years' experience, ideally in a mix of private consultancy and client-side or developer environment Strong knowledge of the UK planning system, particularly around strategic land promotion Excellent communication and report-writing skills A proactive, commercial mindset and ability to work independently Willingness to travel regionally when required Why Apply? Move in-house to a financially secure, privately owned business Be part of a small, close-knit team where your voice and input genuinely matter Long-term land interests and strategic sites that offer complex, interesting planning challenges A company that values work-life balance and sustainable growth If you're a Senior Planner looking to take that next step in your career or seeking more influence over planning outcomes in a commercial setting, this could be the ideal move. Interested? Please get in touch for a confidential conversation. I'd be happy to share more about the business, the team, and what makes this role stand out. Please Call Katy on (phone number removed) and foward to (url removed)
Senior Planner Burghfield, near Reading, Berkshire Permanent - Full Time On-site Salary up to £80,000 per annum dependant on experience plus car/car allowance and flexible benefits NG Bailey have a vacancy for a Senior Planner to join us on a nuclear project in Burghfield near Reading . The successful applicant will implement best commercial practices to maintain and maximise, the profitability and financial performance of medium to large Project/s for NG Bailey's Strategic Projects Engineering Division . Due to the nature of the project the successful applicant will be required to obtain security clearance in order to work on this site, therefore we can only consider British nationals, who have not worked outside the UK in the last 5 years. Core responsibilities include: Demonstrate appropriate Health and Safety leadership to ensure that the Safety First and Foremost message is visible and alive throughout all activities relating to the projects on which they are working. Ensure that all planning related activities are carried out in compliance with contractual obligations, internal processes and external legislation governing business operations. Assist in leading and developing the planning team to provide an effective planning support to the business which achieves business and project objectives. Participate within bid activity as requested by the senior management; working in conjunction with the Business Development department, in line with the Focus Win processes. Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for NG Bailey. Maintain and update contract baseline in line with with ageed contract change (eg variations). Ensure that change impacts are effectively communicated to Operations and Commercial Teams. Ensure that the inclusion of variations are communicated and integrated into project plans. Take responsibility for all allocated projects, ensuring that progress and productivity is effectively monitored against project plan, produce and circulate clear reports to the appropriate stakeholders in a concise and timely manner (e.g. Resource Histograms, 'S' Curves, Earned Value Analysis). In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams in order to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary. In conjunction with the Planning Manager, perform Time/Risk analysis against programmes at regular intervals with the Project Manager throughout the whole project life cycle. What we're looking for: Previous relevant experience in a planning role and within a Mechanical/Electrical engineering company, preferably with exposure to highly regulated industries as well. Strong administration, reporting and IT skills as well as good knowledge and use of Primavera P6. Having come from a hands-on trades background into project management and planning would be advantageous. Able to achieve and acquire SC Clearance, if not already held. Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: We are one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward-thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value, and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Oct 15, 2025
Full time
Senior Planner Burghfield, near Reading, Berkshire Permanent - Full Time On-site Salary up to £80,000 per annum dependant on experience plus car/car allowance and flexible benefits NG Bailey have a vacancy for a Senior Planner to join us on a nuclear project in Burghfield near Reading . The successful applicant will implement best commercial practices to maintain and maximise, the profitability and financial performance of medium to large Project/s for NG Bailey's Strategic Projects Engineering Division . Due to the nature of the project the successful applicant will be required to obtain security clearance in order to work on this site, therefore we can only consider British nationals, who have not worked outside the UK in the last 5 years. Core responsibilities include: Demonstrate appropriate Health and Safety leadership to ensure that the Safety First and Foremost message is visible and alive throughout all activities relating to the projects on which they are working. Ensure that all planning related activities are carried out in compliance with contractual obligations, internal processes and external legislation governing business operations. Assist in leading and developing the planning team to provide an effective planning support to the business which achieves business and project objectives. Participate within bid activity as requested by the senior management; working in conjunction with the Business Development department, in line with the Focus Win processes. Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for NG Bailey. Maintain and update contract baseline in line with with ageed contract change (eg variations). Ensure that change impacts are effectively communicated to Operations and Commercial Teams. Ensure that the inclusion of variations are communicated and integrated into project plans. Take responsibility for all allocated projects, ensuring that progress and productivity is effectively monitored against project plan, produce and circulate clear reports to the appropriate stakeholders in a concise and timely manner (e.g. Resource Histograms, 'S' Curves, Earned Value Analysis). In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams in order to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary. In conjunction with the Planning Manager, perform Time/Risk analysis against programmes at regular intervals with the Project Manager throughout the whole project life cycle. What we're looking for: Previous relevant experience in a planning role and within a Mechanical/Electrical engineering company, preferably with exposure to highly regulated industries as well. Strong administration, reporting and IT skills as well as good knowledge and use of Primavera P6. Having come from a hands-on trades background into project management and planning would be advantageous. Able to achieve and acquire SC Clearance, if not already held. Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: We are one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward-thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value, and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
