Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team. The Role Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant client outcomes. Key Responsibilities Research and analyse suitable financial planning solutions Prepare suitability reports using Genovo Produce illustrations and supporting documentation Assist with implementation of recommendations and trades Maintain accurate client files and upload compliance documents Prepare valuations and cashflow modelling (annual reviews) Support FCA ongoing suitability requirements Attend client meetings where required Requirements Minimum level 4 diploma in Regulated Financial Planning Working towards level 6/Chartered (desirable) Experience with Voyant, FE Analytics and a CRM system (e.g. Xplan) What's on Offer Competitive salary Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 19, 2026
Full time
Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Paraplanner to join their growing Scottish team. The Role Supporting Financial Advisers, you will be responsible for research, report writing and ensuring high-quality, compliant client outcomes. Key Responsibilities Research and analyse suitable financial planning solutions Prepare suitability reports using Genovo Produce illustrations and supporting documentation Assist with implementation of recommendations and trades Maintain accurate client files and upload compliance documents Prepare valuations and cashflow modelling (annual reviews) Support FCA ongoing suitability requirements Attend client meetings where required Requirements Minimum level 4 diploma in Regulated Financial Planning Working towards level 6/Chartered (desirable) Experience with Voyant, FE Analytics and a CRM system (e.g. Xplan) What's on Offer Competitive salary Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Independent Financial Advisor Wakefield Hybrid Negotiable Salary + Bonuses + Benefits + PHI = £75,000+ (Self-Employed Option Available) An award winning Independent Financial Planning firm based near Wakefield is looking to appoint a financial adviser or IFA. They have an excellent reputation and provide holistic advice to a wide range of clients across the country The role can be hybrid 2 or 3 days per week in the office or fully office based. You will be working closely with the Principle and the Paraplanning and Administration team. There is full administration and paraplanning support. In return there is a competitive salary, bonus and benefits package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. There is also the option of a self-employed contract. The office is situated in the picturesque grounds of a National Trust stately home, where there is free parking and an on site café. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career. You will be minimum of Diploma and have experience as a Financial Adviser / Planner or IFA. Please send your CV to Douglas McDougall for more information on this opportunity.
Mar 19, 2026
Full time
Independent Financial Advisor Wakefield Hybrid Negotiable Salary + Bonuses + Benefits + PHI = £75,000+ (Self-Employed Option Available) An award winning Independent Financial Planning firm based near Wakefield is looking to appoint a financial adviser or IFA. They have an excellent reputation and provide holistic advice to a wide range of clients across the country The role can be hybrid 2 or 3 days per week in the office or fully office based. You will be working closely with the Principle and the Paraplanning and Administration team. There is full administration and paraplanning support. In return there is a competitive salary, bonus and benefits package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. There is also the option of a self-employed contract. The office is situated in the picturesque grounds of a National Trust stately home, where there is free parking and an on site café. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career. You will be minimum of Diploma and have experience as a Financial Adviser / Planner or IFA. Please send your CV to Douglas McDougall for more information on this opportunity.
Exchange Street Claims & Financial Services
Wetherby, Yorkshire
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Mar 19, 2026
Full time
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.
Paraplanner Harrow £40,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
Mar 19, 2026
Full time
Paraplanner Harrow £40,000 Well established IFA practice with an exciting growth plan in place is looking for an additional experienced Paraplanner to join their team Duties include: Working closely alongside 3 advisers taking responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews Undertaking necessary research Creating and reporting technical suitability reports in line with recommendations Establish and build strong relationships with clients, attending client meetings when required Provide a friendly and professional point of contact for clients and providers Responding to client enquires Ensure competing of client file and data gathering Liaising with the administrators (team of 4) Technical calculations Keep up to date with compliance changes and update templates Using Intelligent Office Candidate requirements: Ideally level 4 qualified An experienced Paraplanner with experience of a variety of products and clients Confident, articulate team player - able to liaise well at all levels Comfortable attending client meetings with Adviser when required Strong relationship management skills Additional information: Office based - Harrow Starting salary: Likely to be starting at £40-45,000 - this is a guideline only - salary is dependent on experience, qualifications and current remuneration - out client will also consider candidates that are not yet qualified (perhaps 1-2 exams away) - this will also be reflected in the salary offered Support with acquiring relevant industry qualifications - bonus given on each exam that is passed Parking on site/close to train/tube station Monday - Thursday 9am-6pm, Friday 9-5pm Workplace pension Great opportunity for career progression
Senior Planner Location: Banbury Penguin Recruitment is delighted to be supporting an established and well-regarded planning consultancy in their search for a Senior Planner to join their team based in Banbury. This is a fantastic opportunity for an experienced planning professional to join a busy and growing practice with a strong client base across residential, commercial, rural and mixed-use development. The role offers autonomy, responsibility, and clear scope for career progression within a supportive and collaborative environment. The Role As a Senior Planner , you will manage a varied portfolio of projects from initial appraisal through to determination and appeal where required. Key responsibilities will include: Preparing and managing planning applications and appeals Undertaking site appraisals and planning policy analysis Drafting high-quality planning statements and supporting documents Advising clients on planning strategy and development potential Liaising with Local Planning Authorities and key stakeholders Coordinating external consultants and managing project timelines Supporting and mentoring junior members of the team Candidate Requirements MRTPI qualified (or working towards Chartership) Degree in Town Planning or a related discipline Demonstrable experience within consultancy or local authority Strong knowledge of UK planning policy and development management Excellent report writing and communication skills Ability to manage projects independently and commercially Why Apply? Opportunity to work on a broad and interesting project portfolio Supportive and professional team environment Clear opportunities for career progression Competitive salary and benefits package Hybrid working options available This is an excellent opportunity for a motivated Senior Planner looking to progress their career within a respected and growing consultancy in Banbury. If you are interested in this role, contact Joel Bland on (phone number removed) or email at (url removed).
Mar 19, 2026
Full time
Senior Planner Location: Banbury Penguin Recruitment is delighted to be supporting an established and well-regarded planning consultancy in their search for a Senior Planner to join their team based in Banbury. This is a fantastic opportunity for an experienced planning professional to join a busy and growing practice with a strong client base across residential, commercial, rural and mixed-use development. The role offers autonomy, responsibility, and clear scope for career progression within a supportive and collaborative environment. The Role As a Senior Planner , you will manage a varied portfolio of projects from initial appraisal through to determination and appeal where required. Key responsibilities will include: Preparing and managing planning applications and appeals Undertaking site appraisals and planning policy analysis Drafting high-quality planning statements and supporting documents Advising clients on planning strategy and development potential Liaising with Local Planning Authorities and key stakeholders Coordinating external consultants and managing project timelines Supporting and mentoring junior members of the team Candidate Requirements MRTPI qualified (or working towards Chartership) Degree in Town Planning or a related discipline Demonstrable experience within consultancy or local authority Strong knowledge of UK planning policy and development management Excellent report writing and communication skills Ability to manage projects independently and commercially Why Apply? Opportunity to work on a broad and interesting project portfolio Supportive and professional team environment Clear opportunities for career progression Competitive salary and benefits package Hybrid working options available This is an excellent opportunity for a motivated Senior Planner looking to progress their career within a respected and growing consultancy in Banbury. If you are interested in this role, contact Joel Bland on (phone number removed) or email at (url removed).
Clark James Recruitment are working with an award winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South. Our client provides the highest quality financial advice to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident well-informed decisions to achieve their personal, financial business goals. Due to expansion, our client has a vacancy for a Senior Compliance Monitoring Executive to join their business. Role This role may suit a Paraplanner looking to move into a technical/supervisory role. A highly motivated and detail-oriented Senior Compliance Monitoring Executive to join our growing team. The successful applicant will provide essential support in first line checking to ensure reports and research meet the pre-defined quality standards and regulatory requirements demanded by the firm. This is a full-time, permanent role, however, if you require some flexibility, this can be considered. Duties & Responsibilities To undertake advice quality assurance checks Ensure that the suitability reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business. Meet service level agreements in a timely manner as agreed. Quality Assurance and Improvement Proactively monitor trends, clearly document, record and co-ordinate to assess the quality of advice provided and to identify patterns and areas for improvement Provide feedback to financial planners and advisory teams in a clear and concise manner and explain any remedial work required. Reporting and Insights Generate regular reports on the findings providing insights into how the advice quality can be improved. This could include visual representations of trends. Compliance and Regulatory Monitoring Ensuring that all advice given adheres to regulatory guidelines, industry standards, company policies, and supporting documentation is held on file. This role will require an understanding of relevant industry regulations. Assess the suitability of the advice produced. including complex recommendations on pension transfers and higher risk products such as VCT. Collaboration with Stakeholders Collaborate with the compliance manager & training and competence supervisors to ensure feedback are captured. Collaborate with various departments to ensure quality standards are met and continuous improvements are made. This might involve training and providing the appropriate feedback. Skills & Experience Minimum 5 years' experience in a quality assurance or paraplanning/report writing role essential. Previous experience working in a financial services firm regulated by the FCA. Regulated Diploma qualified & willingness to progress to advanced Diploma. Proficiency in Microsoft Office Suite Experience in Intelliflo preferred but training will be provided. Understanding of the Financial Planning process and products. Ability to work independently or in a team. Detailed and accurate. Organisational, prioritisation and time management skills. Excellent verbal and written communication skills. Package Basic salary to £50,000 (dependent on experience). 5% pension contribution Occupational sick pay Medical cashback plan Death in service cover 26 days leave + bank holidays Additional voluntary benefits.
Mar 19, 2026
Full time
Clark James Recruitment are working with an award winning Independent Chartered Financial Planners and Wealth Managers with offices across London and the South. Our client provides the highest quality financial advice to individuals, families, and businesses. This often involves working alongside other professionals to assist clients in making confident well-informed decisions to achieve their personal, financial business goals. Due to expansion, our client has a vacancy for a Senior Compliance Monitoring Executive to join their business. Role This role may suit a Paraplanner looking to move into a technical/supervisory role. A highly motivated and detail-oriented Senior Compliance Monitoring Executive to join our growing team. The successful applicant will provide essential support in first line checking to ensure reports and research meet the pre-defined quality standards and regulatory requirements demanded by the firm. This is a full-time, permanent role, however, if you require some flexibility, this can be considered. Duties & Responsibilities To undertake advice quality assurance checks Ensure that the suitability reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business. Meet service level agreements in a timely manner as agreed. Quality Assurance and Improvement Proactively monitor trends, clearly document, record and co-ordinate to assess the quality of advice provided and to identify patterns and areas for improvement Provide feedback to financial planners and advisory teams in a clear and concise manner and explain any remedial work required. Reporting and Insights Generate regular reports on the findings providing insights into how the advice quality can be improved. This could include visual representations of trends. Compliance and Regulatory Monitoring Ensuring that all advice given adheres to regulatory guidelines, industry standards, company policies, and supporting documentation is held on file. This role will require an understanding of relevant industry regulations. Assess the suitability of the advice produced. including complex recommendations on pension transfers and higher risk products such as VCT. Collaboration with Stakeholders Collaborate with the compliance manager & training and competence supervisors to ensure feedback are captured. Collaborate with various departments to ensure quality standards are met and continuous improvements are made. This might involve training and providing the appropriate feedback. Skills & Experience Minimum 5 years' experience in a quality assurance or paraplanning/report writing role essential. Previous experience working in a financial services firm regulated by the FCA. Regulated Diploma qualified & willingness to progress to advanced Diploma. Proficiency in Microsoft Office Suite Experience in Intelliflo preferred but training will be provided. Understanding of the Financial Planning process and products. Ability to work independently or in a team. Detailed and accurate. Organisational, prioritisation and time management skills. Excellent verbal and written communication skills. Package Basic salary to £50,000 (dependent on experience). 5% pension contribution Occupational sick pay Medical cashback plan Death in service cover 26 days leave + bank holidays Additional voluntary benefits.
Job Title: Associate Town Planner Location: London / Flexible Hybrid Penguin Recruitment is delighted to be supporting a highly regarded, multidisciplinary planning consultancy in the appointment of an Associate Town Planner. This is an excellent opportunity for a chartered planning professional to take a senior role within a dynamic private sector environment, working on a diverse portfolio of hig
Mar 19, 2026
Full time
Job Title: Associate Town Planner Location: London / Flexible Hybrid Penguin Recruitment is delighted to be supporting a highly regarded, multidisciplinary planning consultancy in the appointment of an Associate Town Planner. This is an excellent opportunity for a chartered planning professional to take a senior role within a dynamic private sector environment, working on a diverse portfolio of hig
An established independent media agency (IPA member) is hiring a Broadcast / AV Planner to support continued growth across TV and video. This is a hands-on planning role for someone who can confidently run linear TV and VOD campaigns end-to-end, from brief through to in-flight optimisation and post-campaign learning. The role Youll take ownership of AV planning and delivery across a portfolio of cli click apply for full job details
Mar 19, 2026
Full time
An established independent media agency (IPA member) is hiring a Broadcast / AV Planner to support continued growth across TV and video. This is a hands-on planning role for someone who can confidently run linear TV and VOD campaigns end-to-end, from brief through to in-flight optimisation and post-campaign learning. The role Youll take ownership of AV planning and delivery across a portfolio of cli click apply for full job details
Graduate Planner Location: Cornwall Penguin Recruitment is pleased to be working with an exciting planning consultancy, in recruiting a Graduate Planner to join their growing team. This is a fantastic opportunity for a recent graduate to begin their planning career with a respected independent consultancy working across Cornwall and the South West. You will gain hands-on experience across a wide ran
Mar 19, 2026
Full time
Graduate Planner Location: Cornwall Penguin Recruitment is pleased to be working with an exciting planning consultancy, in recruiting a Graduate Planner to join their growing team. This is a fantastic opportunity for a recent graduate to begin their planning career with a respected independent consultancy working across Cornwall and the South West. You will gain hands-on experience across a wide ran
Real Estate Planner Ref: BCR/JP/32215 40,000 - 65,000 Dependent on Experience Birmingham/Manchester Bell Cornwall Recruitment is delighted to be recruiting for a Real Estate Planner to join a well-established client in Birmingham City Centre or Manchester City Centre. This role is perfect for a proactive and driven individual, eager to play a key role in managing real estate assets and capital projects within a busy Operations team. Benefits: Annual bonus scheme GPP Pension Scheme Private Medical Insurance Real Estate Planner Responsibilities: Oversee the selection, evaluation, acquisition, and management of office spaces Maintain a lease event diary to ensure effective planning and decision-making Work closely with senior leadership and external parties to support real estate strategy Manage supplier relationships, oversee budgets, and ensure the smooth delivery of capital projects Act as an escalation point for property-related issues The ideal candidate will have: RICS qualification and a degree in Real Estate or Business Management Must be willing to travel Proven experience in managing property portfolios, facilities planning, and capital projects Skilled in budget management and data analysis Ability to balance operational needs with long-term goals If you have strong experience in the property sector get in touch now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Mar 19, 2026
Full time
Real Estate Planner Ref: BCR/JP/32215 40,000 - 65,000 Dependent on Experience Birmingham/Manchester Bell Cornwall Recruitment is delighted to be recruiting for a Real Estate Planner to join a well-established client in Birmingham City Centre or Manchester City Centre. This role is perfect for a proactive and driven individual, eager to play a key role in managing real estate assets and capital projects within a busy Operations team. Benefits: Annual bonus scheme GPP Pension Scheme Private Medical Insurance Real Estate Planner Responsibilities: Oversee the selection, evaluation, acquisition, and management of office spaces Maintain a lease event diary to ensure effective planning and decision-making Work closely with senior leadership and external parties to support real estate strategy Manage supplier relationships, oversee budgets, and ensure the smooth delivery of capital projects Act as an escalation point for property-related issues The ideal candidate will have: RICS qualification and a degree in Real Estate or Business Management Must be willing to travel Proven experience in managing property portfolios, facilities planning, and capital projects Skilled in budget management and data analysis Ability to balance operational needs with long-term goals If you have strong experience in the property sector get in touch now! INDHP Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
We are hiring for an experienced Transport Planner based in Telford. Monday-Friday Permanent position 8am-5pm Up to 30K Salary Must have previous transport planning experience Transport Planner Role: As a Transport Planner, you will play a key role in the day-to-day coordination of the vehicle fleet and driver team. You ll ensure that all deliveries and collections are scheduled effectively, resources are maximised, and service levels remain consistently high. Key Responsibilities: Plan and allocate daily routes for drivers Monitor live operations and resolve any issues or delays Communicate clearly with drivers, customers, and internal teams Ensure legal and company compliance, including WTD and driver hours Maintain accurate records and update systems in real time Contribute to continuous improvements in planning processes Support the wider operations team when required Liase with drivers as and when required making outbound and taking inbound calls About You: Must have previous transport plannng experience Strong geographical knowledge of the UK road network Excellent communication and problem-solving skills Ability to work in a fast-paced environment and make quick decisions Proficient with transport management systems (TMS) and Microsoft Office A team player with strong organisational skills If you are an experienced transport planner and you are interested in this role, please click APPLY now.
Mar 19, 2026
Seasonal
We are hiring for an experienced Transport Planner based in Telford. Monday-Friday Permanent position 8am-5pm Up to 30K Salary Must have previous transport planning experience Transport Planner Role: As a Transport Planner, you will play a key role in the day-to-day coordination of the vehicle fleet and driver team. You ll ensure that all deliveries and collections are scheduled effectively, resources are maximised, and service levels remain consistently high. Key Responsibilities: Plan and allocate daily routes for drivers Monitor live operations and resolve any issues or delays Communicate clearly with drivers, customers, and internal teams Ensure legal and company compliance, including WTD and driver hours Maintain accurate records and update systems in real time Contribute to continuous improvements in planning processes Support the wider operations team when required Liase with drivers as and when required making outbound and taking inbound calls About You: Must have previous transport plannng experience Strong geographical knowledge of the UK road network Excellent communication and problem-solving skills Ability to work in a fast-paced environment and make quick decisions Proficient with transport management systems (TMS) and Microsoft Office A team player with strong organisational skills If you are an experienced transport planner and you are interested in this role, please click APPLY now.
This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts. On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent) We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function. Responsibilities Assist in preparing comprehensive financial reports and documentation for clients Undertaking report writing Conduct analysis of client financial data Support senior paraplanners and advisers with administrative tasks and client correspondence Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook Organise client files and ensure compliance with company policies and procedures Contribute to the preparation of meeting agendas and follow-up documentation Provide excellent customer service by responding to client queries professionally and promptly Support the team in maintaining organisational efficiency through effective time management and administrative skills Experience Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before Familiarity with report writing and analysis skills is advantageous but not essential Strong communication skills, both written and verbal, are essential Organisational skills with the ability to manage multiple tasks effectively Any CII/Diploma qualifications will strengthen your application but are not essential
Mar 19, 2026
Full time
This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts. On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent) We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function. Responsibilities Assist in preparing comprehensive financial reports and documentation for clients Undertaking report writing Conduct analysis of client financial data Support senior paraplanners and advisers with administrative tasks and client correspondence Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook Organise client files and ensure compliance with company policies and procedures Contribute to the preparation of meeting agendas and follow-up documentation Provide excellent customer service by responding to client queries professionally and promptly Support the team in maintaining organisational efficiency through effective time management and administrative skills Experience Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before Familiarity with report writing and analysis skills is advantageous but not essential Strong communication skills, both written and verbal, are essential Organisational skills with the ability to manage multiple tasks effectively Any CII/Diploma qualifications will strengthen your application but are not essential
Our OEM Client based in Fen End, Kenilworth, is searching for a Bespoke & Limited Editions Programme Planner to join their team, Inside IR35. This is a 12-month contract position. Umbrella Pay Rate: £44.97 per hour. The Opportunity: Vehicle Personalisation is an exciting and diverse function which delivers some of the most desirable vehicles in the world. There is an opportunity to join the Vehicle Personalisation Team to be part of something exceptional. Within the Vehicle Personalisation team, we produce modern, luxurious, innovative, products and services that delivers choice for our customers, added value to our core brands and increased revenue to our business. Although this is delivered through close cooperation with other JLR business units, we go further and deliver faster using our size and expertise. Vital to our delivery is a cohesive team that performs in an agile way in line with the creator s code. As part of Vehicle Personalisation, you would be integral to delivery of Bespoke, Limited Editions & Premium Paint which all drive significant revenue within JLR Our Strategy, Engineering and Programme Management teams collaborate with our main vehicle programmes to deliver unique, personalised features and vehicles to our customers. This Senior Programme Planner role is responsible for delivering your assigned Bespoke & Limited-Edition programmes from initial concept through to Launch. It provides un-parallel experience and development opportunity to work with multiple functions across the full Strategic, development and Launch activities. As the Programme planner you will collaboratively lead a team to deliver projects. Key Performance: Responsible for the collaborative creation and successful delivery of Programmes Planning to ensure programme gateways are delivered within scope and achieve to cost, timing and quality. Effective Risks management. Appropriately report issues and collaboratively manage them to timing plans. Maintain budget control and meet the financial targets established at programme gateways. Effectively chair and manage meetings with clear actions and minutes. Key Accountabilities and Responsibilities: Responsible for on time & robust achievement of gateways and milestones. Responsible for delivering programmes to cost, timing and quality. Responsible for robust planning to ensure activities take place at the right time in advance of milestones and gateways maintaining a clear critical path. Responsible for running and chairing weekly programme management meetings producing clear minutes and actions. Support the Programme with planning activities such as chairing Timing / Planning attribute teams, leading Planning Workshops, coordinating programme content, prebuild ordering and setting up Credible Planning Governance sessions with key stakeholders. Responsible for PDL Authorship. Support monitoring of programme health through metrics, risks and issues and initiate corrective action where required. Support the Deferral process in presenting timing changes to the Senior Management team. Support the development and delivery of the VP Planning Strategy in accordance with the Cycle Plan. Support look-back activities capturing all lessons learnt to ensure the success of future programme delivery. Responsible for maintaining Risk Register to ensure management of mitigation plans by stakeholders. Maintain deliverables and timing through Programme Central as required. Maintain a positive and constructive environment ensuring all stakeholder inputs are considered to support credible decision making. Support the internal and external teams with planning expertise in forums such as Escalation reviews, Steering meetings and Gateway Approval sessions. Report progress of the programme at defined intervals to the Programme Director. Support continuous improvement of Programme Management processes, to enable successes to be repeated and lessons to be learnt. Efficiently report to management key messages and actions. Undertake any other work as directed by their line manager in connection with their job as may be requested from time to time. Key Interactions: Programme Management Support the Strategy, Delivery and Launch interactions to maintain on-time programme delivery. Purchasing Review the Sourcing status v commodity lead times, establish cost targets and achieve them. Engineering understanding commodity timing to support the programme, establish cost targets and achieve them. Design aligning the design and surfacing timing, risks and issues with engineering checkpoints and key gateways. Vehicle Engineering awareness of the Virtual Series process and Verification Test plan Launch & STA Ensuring the Pre-Production launch phase is planned effectively towards a robust PSW plan and accessories are stock in bin . MS&S Support all pre-build and Comms activity Parts ordering and communicate volume and pricing. Finance Liaise with finance to deliver on budget, managing any risks. Essential Skills, Knowledge and Experience Required: Degree qualified or equivalent experience. Highly driven individual with proven project management, communication and leadership skills, able to integrate and act as pivotal player within a cross functional team to resolve cross-functional issues. Previous evidence of techniques for planning, monitoring and controlling programmes, including risk management. Conversant with Microsoft Office (particularly Excel and PowerPoint), essential. Desirable Skills, Knowledge and Experience Required: Experience working in Programme, Project management, Planning and Strategy type functions. Presentation skills. Risks and issues management. Problem solving. Experience of working in Agile methodology ideally as a scrum master or product owner. Personal Profile Requested: An individual with a customer first mind-set who is easy to do business with and makes people feel special, driven to deliver experiences that are personalised, transparent and dependable. An individual who is results driven, demonstrates tenacity, drive and perseverance, with the ability to deliver in a complex, highly demanding environment. An individual with the ability to combine a short term, pragmatic focus with longer term planning. An individual who is resilient, energetic and enthusiastic, able to deliver results under pressure, whilst responding constructively to challenging new ideas and inputs. An individual who is able to challenge existing thinking in a positive way whilst building credibility and trust through experience and personal style. A good communicator who can deliver in a number of forums at different levels. An effective team player, actively leads, develops and supports team members. An individual who enables speed in decision making through establishing alignment, clarity, appropriate resources and sense of urgency whilst bringing others along. An achiever, motivated by delivering results by establishing realistic plans and proactively driving delivery with a can-do attitude. Performs well under pressure and demonstrates composure. Structured but with experience of working in a changing and fast paced environment. Maintain overall integrity and impartiality towards the delivery of key programme milestones.
Mar 19, 2026
Contractor
Our OEM Client based in Fen End, Kenilworth, is searching for a Bespoke & Limited Editions Programme Planner to join their team, Inside IR35. This is a 12-month contract position. Umbrella Pay Rate: £44.97 per hour. The Opportunity: Vehicle Personalisation is an exciting and diverse function which delivers some of the most desirable vehicles in the world. There is an opportunity to join the Vehicle Personalisation Team to be part of something exceptional. Within the Vehicle Personalisation team, we produce modern, luxurious, innovative, products and services that delivers choice for our customers, added value to our core brands and increased revenue to our business. Although this is delivered through close cooperation with other JLR business units, we go further and deliver faster using our size and expertise. Vital to our delivery is a cohesive team that performs in an agile way in line with the creator s code. As part of Vehicle Personalisation, you would be integral to delivery of Bespoke, Limited Editions & Premium Paint which all drive significant revenue within JLR Our Strategy, Engineering and Programme Management teams collaborate with our main vehicle programmes to deliver unique, personalised features and vehicles to our customers. This Senior Programme Planner role is responsible for delivering your assigned Bespoke & Limited-Edition programmes from initial concept through to Launch. It provides un-parallel experience and development opportunity to work with multiple functions across the full Strategic, development and Launch activities. As the Programme planner you will collaboratively lead a team to deliver projects. Key Performance: Responsible for the collaborative creation and successful delivery of Programmes Planning to ensure programme gateways are delivered within scope and achieve to cost, timing and quality. Effective Risks management. Appropriately report issues and collaboratively manage them to timing plans. Maintain budget control and meet the financial targets established at programme gateways. Effectively chair and manage meetings with clear actions and minutes. Key Accountabilities and Responsibilities: Responsible for on time & robust achievement of gateways and milestones. Responsible for delivering programmes to cost, timing and quality. Responsible for robust planning to ensure activities take place at the right time in advance of milestones and gateways maintaining a clear critical path. Responsible for running and chairing weekly programme management meetings producing clear minutes and actions. Support the Programme with planning activities such as chairing Timing / Planning attribute teams, leading Planning Workshops, coordinating programme content, prebuild ordering and setting up Credible Planning Governance sessions with key stakeholders. Responsible for PDL Authorship. Support monitoring of programme health through metrics, risks and issues and initiate corrective action where required. Support the Deferral process in presenting timing changes to the Senior Management team. Support the development and delivery of the VP Planning Strategy in accordance with the Cycle Plan. Support look-back activities capturing all lessons learnt to ensure the success of future programme delivery. Responsible for maintaining Risk Register to ensure management of mitigation plans by stakeholders. Maintain deliverables and timing through Programme Central as required. Maintain a positive and constructive environment ensuring all stakeholder inputs are considered to support credible decision making. Support the internal and external teams with planning expertise in forums such as Escalation reviews, Steering meetings and Gateway Approval sessions. Report progress of the programme at defined intervals to the Programme Director. Support continuous improvement of Programme Management processes, to enable successes to be repeated and lessons to be learnt. Efficiently report to management key messages and actions. Undertake any other work as directed by their line manager in connection with their job as may be requested from time to time. Key Interactions: Programme Management Support the Strategy, Delivery and Launch interactions to maintain on-time programme delivery. Purchasing Review the Sourcing status v commodity lead times, establish cost targets and achieve them. Engineering understanding commodity timing to support the programme, establish cost targets and achieve them. Design aligning the design and surfacing timing, risks and issues with engineering checkpoints and key gateways. Vehicle Engineering awareness of the Virtual Series process and Verification Test plan Launch & STA Ensuring the Pre-Production launch phase is planned effectively towards a robust PSW plan and accessories are stock in bin . MS&S Support all pre-build and Comms activity Parts ordering and communicate volume and pricing. Finance Liaise with finance to deliver on budget, managing any risks. Essential Skills, Knowledge and Experience Required: Degree qualified or equivalent experience. Highly driven individual with proven project management, communication and leadership skills, able to integrate and act as pivotal player within a cross functional team to resolve cross-functional issues. Previous evidence of techniques for planning, monitoring and controlling programmes, including risk management. Conversant with Microsoft Office (particularly Excel and PowerPoint), essential. Desirable Skills, Knowledge and Experience Required: Experience working in Programme, Project management, Planning and Strategy type functions. Presentation skills. Risks and issues management. Problem solving. Experience of working in Agile methodology ideally as a scrum master or product owner. Personal Profile Requested: An individual with a customer first mind-set who is easy to do business with and makes people feel special, driven to deliver experiences that are personalised, transparent and dependable. An individual who is results driven, demonstrates tenacity, drive and perseverance, with the ability to deliver in a complex, highly demanding environment. An individual with the ability to combine a short term, pragmatic focus with longer term planning. An individual who is resilient, energetic and enthusiastic, able to deliver results under pressure, whilst responding constructively to challenging new ideas and inputs. An individual who is able to challenge existing thinking in a positive way whilst building credibility and trust through experience and personal style. A good communicator who can deliver in a number of forums at different levels. An effective team player, actively leads, develops and supports team members. An individual who enables speed in decision making through establishing alignment, clarity, appropriate resources and sense of urgency whilst bringing others along. An achiever, motivated by delivering results by establishing realistic plans and proactively driving delivery with a can-do attitude. Performs well under pressure and demonstrates composure. Structured but with experience of working in a changing and fast paced environment. Maintain overall integrity and impartiality towards the delivery of key programme milestones.
Chartered Financial Adviser - Client Bank Provided South West London Hybrid Up to £75,000 + Bonus Are you a Chartered Financial Adviser looking to step into an established client bank within a well-supported, professionally run wealth management firm? This South West London practice is seeking an experienced planner to inherit and develop an existing portfolio of ongoing, fee-paying clients. You will not be starting from scratch. The focus is on delivering high-quality, holistic financial planning while identifying natural growth opportunities within an established book. You will be supported by dedicated paraplanning, compliance and administrative teams, allowing you to concentrate on client relationships and revenue development rather than paperwork and process. The role offers the opportunity to operate within a structured, centralised investment proposition, while maintaining autonomy in managing your client relationships and developing new business through referrals and organic growth. What You'll Be Doing Taking over and managing an existing client bank Delivering holistic advice across pensions, investments, retirement planning, estate planning and protection Conducting structured annual reviews and identifying opportunities to increase recurring income Generating referrals and converting new enquiries Working collaboratively with paraplanners and compliance to ensure efficient, compliant advice delivery Maintaining full FCA compliance, CAS and SPS What We're Looking For Level 4 Diploma minimum, Chartered status preferred Competent Adviser Status and current SPS Strong technical knowledge across pensions and investments Experience delivering advice via face-to-face, video and telephone Commercially minded, relationship-driven and client-focused What's On Offer Basic salary up to £75,000 Performance-related bonus Client bank provided from day one Hybrid working Full paraplanning and administrative support Stable, established infrastructure This role would suit a Chartered Adviser who wants stability, support and an immediate revenue base, while still having the platform to grow. If you would like a confidential discussion, please get in touch.
Mar 19, 2026
Full time
Chartered Financial Adviser - Client Bank Provided South West London Hybrid Up to £75,000 + Bonus Are you a Chartered Financial Adviser looking to step into an established client bank within a well-supported, professionally run wealth management firm? This South West London practice is seeking an experienced planner to inherit and develop an existing portfolio of ongoing, fee-paying clients. You will not be starting from scratch. The focus is on delivering high-quality, holistic financial planning while identifying natural growth opportunities within an established book. You will be supported by dedicated paraplanning, compliance and administrative teams, allowing you to concentrate on client relationships and revenue development rather than paperwork and process. The role offers the opportunity to operate within a structured, centralised investment proposition, while maintaining autonomy in managing your client relationships and developing new business through referrals and organic growth. What You'll Be Doing Taking over and managing an existing client bank Delivering holistic advice across pensions, investments, retirement planning, estate planning and protection Conducting structured annual reviews and identifying opportunities to increase recurring income Generating referrals and converting new enquiries Working collaboratively with paraplanners and compliance to ensure efficient, compliant advice delivery Maintaining full FCA compliance, CAS and SPS What We're Looking For Level 4 Diploma minimum, Chartered status preferred Competent Adviser Status and current SPS Strong technical knowledge across pensions and investments Experience delivering advice via face-to-face, video and telephone Commercially minded, relationship-driven and client-focused What's On Offer Basic salary up to £75,000 Performance-related bonus Client bank provided from day one Hybrid working Full paraplanning and administrative support Stable, established infrastructure This role would suit a Chartered Adviser who wants stability, support and an immediate revenue base, while still having the platform to grow. If you would like a confidential discussion, please get in touch.
Experienced Financial Planner - Bishop's Stortford We are working with a well-established and highly respected financial planning firm in Bishop's Stortford who are looking to appoint an experienced Financial Planner to support continued growth. This is an excellent opportunity for a qualified adviser who values long-term client relationships, high professional standards, and a supportive, well-resourced environment. The Role Provide holistic, whole-of-market financial advice to a portfolio of established clients Build and maintain strong, long-term client relationships Deliver advice across pensions, investments, protection, and retirement planning Work closely with experienced paraplanners and administrators, allowing you to focus on advice and client care Develop new business through referrals and professional connections (no heavy cold-calling culture) The Ideal Candidate Level 4 Diploma qualified (or working towards Chartered status) Proven experience as a Financial Planner / Independent Financial Adviser Strong technical knowledge and a client-centric approach Excellent communication and relationship-building skills Comfortable working in a compliant, advice-led environment What's on Offer Competitive basic salary plus bonus / validation options Existing client bank available (depending on experience) Full administrative and paraplanning support Flexible working arrangements Clear long-term career progression within a stable firm Friendly, professional office culture in Bishop's Stortford This role would suit an adviser looking for quality over quantity , autonomy in their role, and a firm that genuinely invests in its people and clients.
Mar 19, 2026
Full time
Experienced Financial Planner - Bishop's Stortford We are working with a well-established and highly respected financial planning firm in Bishop's Stortford who are looking to appoint an experienced Financial Planner to support continued growth. This is an excellent opportunity for a qualified adviser who values long-term client relationships, high professional standards, and a supportive, well-resourced environment. The Role Provide holistic, whole-of-market financial advice to a portfolio of established clients Build and maintain strong, long-term client relationships Deliver advice across pensions, investments, protection, and retirement planning Work closely with experienced paraplanners and administrators, allowing you to focus on advice and client care Develop new business through referrals and professional connections (no heavy cold-calling culture) The Ideal Candidate Level 4 Diploma qualified (or working towards Chartered status) Proven experience as a Financial Planner / Independent Financial Adviser Strong technical knowledge and a client-centric approach Excellent communication and relationship-building skills Comfortable working in a compliant, advice-led environment What's on Offer Competitive basic salary plus bonus / validation options Existing client bank available (depending on experience) Full administrative and paraplanning support Flexible working arrangements Clear long-term career progression within a stable firm Friendly, professional office culture in Bishop's Stortford This role would suit an adviser looking for quality over quantity , autonomy in their role, and a firm that genuinely invests in its people and clients.
A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical knowledge Proven management experience leading Paraplanning teams Level 4 Diploma or equivalent preferred Solution-focused, agile, and comfortable with change Growth mindset - continually seeking ways to improve yourself, your team, and processes Why You'll Love This Role Supportive team culture - close collaboration and long-tenured staff Clear career development and professional growth pathways Hybrid working & flexibility - 3 days in the office, 2 days from home, with flexible start times Exciting innovation - firm actively exploring new technologies to enhance processes Varied and engaging work - complex pensions, IHT planning, and high-net-worth client cases Apply today: Ellie Sedgwick at IDEX Consulting - / Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 19, 2026
Full time
A leading financial advisory firm is seeking a Paraplanning Manager to oversee and develop a team of around 7 Paraplanners. This is a key leadership role for someone with proven experience managing Paraplanning teams in a high-performing environment. Key Responsibilities Lead and Develop Your Team: Mentor and support Paraplanners at all levels, from trainees to experienced staff, fostering technical expertise, quality standards, and professional growth. Drive Performance & Quality: Maintain departmental targets and high standards, implementing spot checks and taking proactive action to resolve performance issues. Innovate & Improve Processes: Identify efficiencies, implement improvements, and introduce innovations that support the team's productivity. Oversee Operations: Manage daily workflow, staffing, and project coverage, ensuring SLAs are met even during peak periods. Candidate Requirements Experience in financial services with strong technical knowledge Proven management experience leading Paraplanning teams Level 4 Diploma or equivalent preferred Solution-focused, agile, and comfortable with change Growth mindset - continually seeking ways to improve yourself, your team, and processes Why You'll Love This Role Supportive team culture - close collaboration and long-tenured staff Clear career development and professional growth pathways Hybrid working & flexibility - 3 days in the office, 2 days from home, with flexible start times Exciting innovation - firm actively exploring new technologies to enhance processes Varied and engaging work - complex pensions, IHT planning, and high-net-worth client cases Apply today: Ellie Sedgwick at IDEX Consulting - / Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 19, 2026
Full time
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 19, 2026
Full time
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 19, 2026
Full time
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Our client is seeking a Financial Planner in Solihull area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent Ideally you should be Chartered or working towards You should have 5+ years' experience as a Financial Advisor You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027 You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Competitive salary of circa £70,000 - £90,000 Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Solihull Apply now to start your application process Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 19, 2026
Full time
Our client is seeking a Financial Planner in Solihull area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling. They are seeking a client focused Financial Planner who enjoys building strong relationships and provide excellent service to their clients. You should look to grow this client bank organically through referrals. Successful Financial Planners in their team obtain these through their high level of service and exceptional client relationships. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs. This role is ideal for an experienced Financial Planner who wants to take the next step in their career and join a growing business. Our client will look to assist you in this growth by offering streamlined processes and full back-office support to enable you to spend more time servicing and growing your client bank. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent Ideally you should be Chartered or working towards You should have 5+ years' experience as a Financial Advisor You should have a proven, demonstrable track record in being able to grow a client bank through referrals and addressing the needs of clients with the budget changes coming into effect from April 2027 You should be an advocate of using cash flow modelling to help identify any IHT liabilities and strategies to mitigate them effectively You should have a client centric approach and have dedication to doing the right thing for clients for clients meeting their financial objectives, and tax strategies You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Benefits Competitive salary of circa £70,000 - £90,000 Salary increase in line with the growth of the recurring income you service OTE of £100,000+ Generous bonus scheme to reward any new business written paid monthly Additional annual incentive available Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines Company This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members. Locations Solihull Apply now to start your application process Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
