426 jobs found

A highly regarded boutique financial planning and employee benefits advisory firm is seeking an Financial Planner Support / Senior Administrator to support its lead financial planner and expanding corporate client portfolio. Established in recent years and experiencing strong organic growth, the firm now advises on £125m+ of client assets and continues to build long-term partnerships with businesses and their employees across the UK. The organisation prides itself on delivering thoughtful, client-centric advice and maintaining exceptional service standards. Core duties and responsibilities - Provide quality administration and analytical support to planners and clients - Process letters of authority, liaising with providers to gather plan information and summarising policy details once received - Prepare for client meetings and process action points post-meeting - Process new business in line with company procedures and compliance requirements - Implement client recommendations, process fund switches and update valuation details - Diary management for advisers, organising client meetings, greeting clients - Manage the ongoing client review process and prepare investment overview presentations - Proofread client reports to understand the client's circumstances and the rationale of advice given, as well as checking for grammatical and brand errors - Generating the supporting documentation for client reports - Support financial planners with preparation for quarterly investment management meetings - Dealing with general client queries and administration required by the team - Managing cash balances and cash movements - Build relationships with external product providers and suppliers - Assisting with the creation of social media content and drafting blog posts for the company website to enhance client engagement and brand visibility Key competencies required - Excellent attention to detail and organisational skills - Confident and competent communication skills - verbal and written - Excellent record keeping - Ability to multi-task - Demonstration of initiative - Good working knowledge of financial planning systems and processes - High integrity and ability to maintain confidence - Strong focus on delivering high quality client service - Ability to work under pressure as part of a team - Strong software skills with good knowledge of MS Word, Excel and Outlook - Ability to build effective insenior ternal and external relationships Experience/Qualifications - Proven experience in a financial service administrative role - Knowledge of client relationship management software within financial services i.e. Intelligent Office or similar Compensation Package on Offer £40k to £55k basic plus full benefits offering and bonus. Hybrid Working 4 days onsite at the central London (Piccadilly) office expected, and 1 day from home

Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.

Paraplanner - Fully Remote (National Paraplanning Team) Location: Fully Remote (Hybrid or Office options also available) Salary: Up to £42,000 DOE Excellent Company Perks & Benefits Job Type: Full-time, Permanent Why This Role? NJR Recruitment are delighted to be working with a leading national wealth management firm who are expanding their dedicated Paraplanning team. This is a fantastic opportunity for Qualified Paraplanners seeking flexibility, progression, and the chance to make a real impact within a collaborative and forward-thinking environment. You'll work alongside Directors, Senior Consultants, and Client Relationship Managers, providing technical wealth management support across a wide spectrum of financial planning needs. Benefits You'll Receive Career Progression: Ongoing development with clear opportunities for promotion. Training & Support: Full professional development in a supportive team culture. Group Pension Scheme . Life Assurance & Income Protection . Health Cash Plan . Share Incentive Plan . Social & Charity Events - get involved in fundraising and team activities. The Role - What You'll Be Doing Provide technical and investment support across pensions, protection, tax, and wider wealth management. Prepare, review, and update suitability reports, proposals, and client letters. Assist in gathering information, analysing client needs, and supporting tailored financial plans. Support delivery of group-wide products and services including cash management, tax solutions, and bespoke projects. Be an additional point of contact for clients alongside Client Relationship Managers. What We're Looking For Diploma in Regulated Financial Planning (or Certificate in Paraplanning) - or working towards. Strong technical knowledge across pensions, protection, and personal wealth management. Up-to-date knowledge of FCA regulations, SMCR requirements, and compliance standards. Previous experience in a paraplanning role with a keen eye for detail and client care. A proactive and collaborative approach, with the ability to support consultants and clients alike. Why Apply? This is your chance to join a national, growing firm that invests in its people, supports career development, and offers the flexibility of fully remote working while still keeping you connected to a collaborative team. Apply today or contact NJR Recruitment quoting reference NJR15968 for a confidential discussion.

My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities. The ideal candidate will have a strong background in Financial Services e.g. paraplanning or senior administration and ideally experience in managing departments, achieving maximum productivity. This person will also ideally be skilled in human resources and be able to develop and maintain a positive and transparent working environment. The ideal candidate will also be able to work on their own initiative, a self-starter who is able to provide solutions to the everyday office operational duties, as well as acting as a figurehead for members of staff to approach for assistance. Overview You will report to the MD, lead a small but growing team of experienced and established admin and operational staff, create and drive the operational strategy to support the business plan; achieving excellence in client experience and in delivering my clients growth plan. Key Attributes Professional, collaborative Acts with courage, is fair and consistent Calm under pressure Self-aware, listens to and acts on feedback, self-improver Role To manage the operational needs of the business on a day to day basis and add operational value To oversee a team of regulated financial advisers/ paraplanners and ensure they are compliant To manage the overall operation of the business in conjunction with/as directed by the MD To set targets and objectives, measure and manage performance To implement a development programme for the team You will be responsible for managing and developing staff, as well as overseeing their training Measure ROI (return on investment) Providing an outstanding level of service to your colleagues and clients will be of utmost importance to you Conduct a review of current processes and where appropriate, introducing change within the business As a leader you will inspire quality in your team You will be managing a HR system, responsible for the CRM systems and will provide Management Information to the MD You will inspire growth and development of all colleagues within the business in an environment in which trust, initiative and mutual respect are key Keep MD informed of significant developments This role demands an inspirational leader to implement and drive strategies to evolve and develop an established, expanding business, through strategic and operational leadership Key Skills Level 4 Diploma Qualification (minimum) Maintain CPDs Hold J07 Supervision in a regulated Environment qualification (not essential but nice to have) Experience of overseeing regulated advisers Education - ideally hold a degree or degree equivalent Experience of managing a team, delivering the people plan Displays leadership qualities Experience of setting targets, objectives, KPI's, SLA's Demonstrated ability to drive a business forward Have a track record as a Manager in an operational office-based environment with an emphasis in sales and marketing Great Place to Work Commitment to creating a work environment where great achievement is celebrated and recognised; people are engaged & developed to deliver their full potential. Committed to driving forward the company's ambition to become an employer of choice and strengthen the firm's reputation within the local community. Benefits / hours 37 hour week (Flex) core hours 9-5, early finish on Fridays. Death in Service x4 Free Parking Health care policy Pension Holiday - 26 days (extra day off for your Birthday) Work social events, Christmas, Summer Professional development, relevant qualifications funded and supported

Senior Paraplanner Location: Cambridge Job Type: Full-time Office based for probationary period then 2 days home working option Are you ready to elevate your career in wealth management? We are looking for a Senior Paraplanner to join our Wealth Planning team. This pivotal role supports Wealth Planners by conducting high-quality research and preparing detailed financial plans across a range of services including pensions, life insurance, tax planning, and investment management. As a Senior Paraplanner, you will not only support complex client cases but also mentor and guide less experienced paraplanners, driving process improvements and ensuring compliance with regulatory standards. Day-to-Day of the Role: Conduct in-depth research and financial analysis to assist Wealth Planners in delivering tailored financial solutions that meet clients' needs and objectives. Prepare comprehensive suitability reports and documentation, ensuring clarity, accuracy, and compliance with all regulatory requirements. Act as a mentor and coach to junior paraplanners, providing training and support to enhance team capabilities and performance. Lead by example in maintaining high standards of professionalism and integrity in all client interactions and within the team. Proactively identify opportunities for process enhancement and lead initiatives to implement these improvements effectively. Required Skills & Qualifications: Proven experience in delivering first-class paraplanning services within the financial planning sector, dealing with complex client scenarios. Minimum educational requirement: A Level/Higher standard or equivalent, with an RQF level 4 Diploma in Regulated Financial Planning. Advanced knowledge of financial planning products and strong numerical skills. Proficiency in Microsoft Office and familiarity with financial planning software such as XPlan and cashflow planning tools. Excellent interpersonal, communication, and customer service skills, with a strong focus on detail and the ability to prioritize effectively. Ambition to study towards an Advanced Diploma in Financial Planning, aiming for Chartered Financial Planner status is desirable. Benefits: A role that offers both personal and professional growth, including opportunities to advance towards Chartered status. A supportive and collaborative work environment where knowledge sharing and best practice are encouraged. Competitive salary and benefits package, reflecting your experience and expertise. If you are a motivated, detail-oriented individual with a passion for financial planning and client service, we would love to hear from you. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this Senior Paraplanner position.

Paraplanner - Senior £38,000 to £48,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.

A highly regarded boutique wealth management firm in Brighton is seeking a Diploma-qualified Junior Wealth Planner with a strong paraplanning background. This is an excellent opportunity for someone looking to transition into a client-facing advisory role with clear long-term progression toward becoming a Senior Wealth Planner. The role offers exposure to high-net-worth clients within a supportive, ethical, and client-focused advisory environment. Key Responsibilities Support holistic financial planning across pensions, investments, tax and estate planning Attend client meetings and gradually develop full advisory responsibilities Use technical knowledge to research solutions and produce high-quality suitability reports Work closely with senior advisers and support teams to deliver excellent client outcomes About You Level 4 Diploma in Financial Planning (minimum) Proven paraplanning experience within an IFA or financial planning environment Ambition to move into a full advisory role and develop your own client relationships Professional communication skills and a client-first mindset What's On Offer Salary up to £55,000 depending on experience Clear progression pathway toward Senior Wealth Planner Study support toward Chartered status Access to an established client base and referral opportunities Collaborative and supportive working culture If you are looking to step into a planning role with genuine development potential, please send your CV to Joanna at Financial Divisions, or get in touch for a confidential discussion.

Job Title: Senior Planning Consultant Location: Skipton Salary: 35,000 - 55,000 DOE Penguin Recruitment is delighted to be supporting a Senior Planner opportunity with a highly respected and forward-thinking consultancy delivering strategic advice on land and property assets across the UK. This is an exciting opportunity for an experienced planning or development professional who thrives on strategic thinking, analytical work, and delivering high-quality client advice. We are open to a range of backgrounds and experience levels the priority is finding the right individual to complement a dynamic and collaborative team. Location & Working Pattern Flexible hybrid working Head office in Skipton (Yorkshire) Applicants considered from across the UK Expectation of some days per month in Skipton Full-time or part-time applications welcomed The Role As a Senior Planner / Consultant, you will work alongside a senior consulting team on a diverse range of projects, advising clients on the development, management, and diversification of their land and property assets. You will play a key role in delivering consultancy projects from inception through to completion, undertaking research, appraising evidence, and shaping clear, commercially grounded recommendations. This role offers genuine variety, autonomy, and client exposure, alongside opportunities to contribute to business development and long-term growth. Key Responsibilities Supporting consultancy projects focused on strategy development and delivery planning Undertaking research and evidence appraisal to inform options and recommendations Producing high-quality reports, presentations, and written advice Coordinating project delivery including workstreams, planning, budgets, and communications Supporting and maintaining strong client relationships Contributing to business development activities About You We are looking for someone who can combine strategic thinking with commercial awareness and strong project management capability. You will have: A strategic mindset and analytical approach Confidence working with financial data and development appraisals Experience delivering high-quality written advice to clients Strong project management and organisational skills Experience in feasibility studies, options assessments, strategy or business planning (desirable) A proactive approach to client relationship management Business development exposure (desirable) A full UK driving licence (essential - travel to client sites required) Experience within the property, land, or leisure sectors would be advantageous, though not essential. What's on Offer 35,000 - 55,000 salary guide (DOE) Flexible working structure Varied and high-impact project portfolio Strong team culture and collaborative environment Opportunity to shape and grow within the business Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)

Job Title: Senior/Principal Town Planner Location: London Penguin Recruitment is delighted to be supporting a leading multi-disciplinary consultancy in their search for experienced Senior and Principal Town Planners to join a growing and progressive planning team in London. This is an exciting opportunity to join a market-leading consultancy at the forefront of sustainable infrastructure and development, including Net Zero, ESG, Biodiversity Net Gain and digital transformation. The team delivers projects across a broad range of sectors including energy, transport, utilities, ports, harbours and the built environment. The Opportunity You will play a key role in delivering high-profile planning projects within a dynamic multi-disciplinary environment, working alongside environmental, engineering and design specialists. The role offers strong career progression, exposure to nationally significant projects and the chance to influence planning outcomes at a strategic level. Key Responsibilities Acting as Planning Lead or Support Lead on projects across multiple sectors Contributing to bid preparation, tender submissions and framework responses Acting as lead consultant on multi-disciplinary projects, with responsibility for project management and delivery Supporting and mentoring junior planners and contributing to team development Working collaboratively with environmental, engineering and design teams across the UK and internationally Engaging with clients and internal market leads to support business development and growth About You Degree in Planning or a related discipline (RTPI accredited or equivalent) Chartered or working towards RTPI chartership Self-motivated, enthusiastic, resilient and able to work under pressure Strong time management skills with the ability to manage multiple projects and deadlines Understanding of TCPA, DCO, TWAO or equivalent consenting regimes Knowledge of Environmental Impact Assessment processes (desirable) Experience in strategic planning and planning policy Ability to work effectively within multi-disciplinary teams and independently Strong report writing, presentation and communication skills Demonstrable ability to build and maintain client relationships Why Apply Work on nationally significant infrastructure and development projects Join a collaborative, forward-thinking consultancy with strong technical expertise Excellent career development and progression opportunities Hybrid working and flexible working culture Interested? For applications, or for more information regarding this opportunity, please send your up-to-date CV to Josh Jones at or call

About the Role - Senior Heritage Consultant An established archaeology and heritage consultancy is seeking an experienced Senior Heritage Consultant to join its growing team. This role focuses on leading and delivering high-quality heritage input into Environmental Impact Assessments (EIA) and providing expert archaeological consultancy services. Key Responsibilities Lead and manage heritage contributions to Environmental Impact Assessments Prepare and review Heritage Impact Assessments and related technical reports Provide clear, strategic advice to clients and stakeholders Ensure compliance with relevant heritage and planning legislation Manage complex projects, budgets, and timelines Support and mentor junior team members About You Degree in archaeology, heritage management, or a related discipline Significant experience in EIA and heritage consultancy Strong project management and organisational skills Excellent written and verbal communication skills Proven ability to deliver projects on time and within budget Experience liaising with clients, planners, and statutory consultees What's on Offer Competitive salary and benefits package Support for continued professional development Opportunities for career progression Collaborative and supportive working environment Opportunity to contribute to the protection and enhancement of cultural heritage This is an excellent opportunity for an experienced heritage professional looking to take the next step in their consultancy career.

About the Practice An established, design-led architectural and heritage consultancy based in Bristol is seeking an experienced Senior Heritage Consultant to join its growing team. The practice works across the South West and nationally on projects involving historic buildings, sensitive sites, and complex heritage contexts - delivering thoughtful conservation, adaptive reuse, and contemporary interventions within historic environments. The Role The Senior Heritage Consultant will lead on heritage strategy and advice across a diverse portfolio of projects. Working closely with architects, planners, and clients, you will provide expert input from early feasibility through to planning and listed building consent stages, ensuring proposals are informed by a clear understanding of heritage significance and policy. This is a senior position with responsibility for project leadership, client liaison, and mentoring junior team members. Key Responsibilities Lead the preparation of: Heritage Statements Statements of Significance Heritage Impact Assessments Conservation Management Plans Listed Building Consent documentation Provide strategic heritage advice at feasibility and pre-application stages Advise on developments affecting listed buildings, conservation areas, and non-designated heritage assets Liaise with local planning authorities, conservation officers, and statutory consultees Attend client meetings, stakeholder consultations, and design reviews Contribute to fee proposals, tenders, and business development Support and mentor junior staff Ensure compliance with relevant UK heritage legislation and planning policy Person Specification Essential Degree in Heritage Conservation, Architectural History, Planning, or a related discipline Substantial experience in built heritage consultancy Strong knowledge of UK heritage legislation and national and local planning policy Demonstrable experience preparing robust, well-argued heritage assessments Excellent written and verbal communication skills Strong project management and organisational abilities Ability to work collaboratively within multidisciplinary teams Desirable Professional accreditation (e.g., IHBC, CIfA or similar) Experience acting as Expert Witness Established professional network within the South West Experience contributing to Conservation Area Appraisals or Local List reviews What's Offered Senior role within a progressive and collaborative practice Opportunity to shape and influence heritage strategy Supportive studio culture in Bristol Competitive salary (dependent on experience) Flexible working arrangements

MB912: Bid Manager Location: Swindon or LondonSalary: £75,000 - £85,000 + £5,750 Car Allowance Working Hours: Monday to Friday, 37.5 hours per week Additional Company Benefits: Exceptional Career Development Opportunities, Company Car/Car Allowance (Depending on job grade), Pension matched up to 8%, 25 days annual leave - plus holiday (opportunity to buy/sell leave will be implemented from January 2026), Private medical insurance, Free 24/7 EAP Overview: First Military Recruitment is proudly working in partnership with a fantastic national construction business who are looking to recruit a Bid Manager on a permanent basis due to growth based at either their Swindon or London depot. Duties and Responsibilities: Drive and energise the bid team to achieve a successful outcome for each allocated tender. Following designated processes and best practice in place within organisation. Ensure that a coherent bid strategy in developed, working in conjunction with the Business Development Manager and Sector Director. Continually evaluate winning strategy and direct team and resources to focus on activities which will enhance chance of bid success. Oversee and be involved with tender commercial strategy. Arrange all necessary internal meetings - Kick off / Settlement and others identified in work winning process. (use MS Outlook) Agree Bid Budget and monitor expenditure with Head of Management Manage tender programme. Ensure Company & Group governance and procedures are adhered to. Ensures production of CRC documentation for issue to Head of Bid Management. Produce actions and appoint individuals to complete relevant items arising from the meetings / minutes. Drive actions to completion. Undertake corporate approval process in conjunction with Work Winning Director. Communication link to Client / Employers Agent + when we speak and don't speak with Third Parties. Keep senior management informed of development on tender and gain acceptance of key decision points. Issue Ops / Commercial / Temp Works / Specialist third party briefs Identify Estimator and Planner requirements where necessary. Communication management and interface with joint venture partners and key supply chain. Oversee designers Brief in conjunction with Technical Services. Manage designers where necessary to achieve optimum solutions. Involvement in appointment of specialist third parties. Participate in review of suppliers to receive tender enquiries. Manage Risk / Opportunity including commercial and ensure output to ARM risk software. Work with commercial manager to understand route map to deliver margin set within business plan. Ensure that the correct resources for the Quality Submission are in place and that timescales are met. (Deliverables tracker in place prior to kick off). Manage / take part in the review of the Quality Submission. Tender feedback and dissemination once the result is known. Skills and Qualifications: Sound knowledge of the UK construction market Knowledge of relevant legislation Knowledge of Civil Engineering Commercial awareness of different forms of contract Strong presentation and Client communication skills Sound knowledge of the company governance and procedural requirements for work winning. MB912: Bid Manager Location: Swindon or London Salary: £75,000 - £85,000 + £5,750 Car Allowance Working Hours: Monday to Friday, 37.5 hours per week Additional Company Benefits: Exceptional Career Development Opportunities, Company Car/Car Allowance (Depending on job grade), Pension matched up to 8%, 25 days annual leave - plus holiday (opportunity to buy/sell leave will be implemented from January 2026), Private medical insurance, Free 24/7 EAP

Senior to Associate Town Planner - Chelmsford (Hybrid / Flexible)- Planning Consultancy We are working on behalf of a well-established independent property and planning consultancy to recruit a Senior to Associate level Town Planner for their growing team in Chelmsford . This consultancy provides strategic planning, development and property advice to a diverse client base including landowners, developers, investors and public sector organisations. The role offers an excellent opportunity for an experienced planner to take on increased responsibility and progress their career within a respected and forward-thinking environment. The Role The successful candidate will be involved in a wide range of planning work, including: Managing and delivering planning projects from inception through to determination Providing strategic planning advice to private and public sector clients Preparing and coordinating planning applications, planning statements and supporting documentation Advising on Local Plan promotions, site representations and planning policy matters Supporting planning appeals and negotiations with local planning authorities Mentoring junior team members and contributing to team and client development This role would suit a Senior Planner ready to step up, or an existing Associate seeking a strong platform for continued growth. Candidate Requirements Proven experience in UK town planning, ideally within consultancy or local authority Strong background in development management, planning policy, or strategic land MRTPI qualified or working towards chartership Confident communicator with strong written and analytical skills Commercially aware and comfortable in a client-facing role What's on Offer A competitive salary and benefits package aligned to experience Clear progression opportunities towards Associate and beyond Exposure to a varied and high-quality project portfolio Flexible and hybrid working arrangements Supportive, professional and collaborative working culture How to Apply For further information or to apply, please contact Neil Ellerton of Penguin Recruitment

I'm currently working with a highly regarded, independent planning consultancy that is looking to appoint a talented Town Planner to join their growing Cardiff team. This is an excellent opportunity for a motivated planning professional who is keen to take the next step in their career within a supportive, commercially focused and forward-thinking environment. The Opportunity You'll be joining a well-established and respected planning team working across a broad range of sectors including residential, commercial, mixed-use, energy and strategic land. The Cardiff office is busy, well-connected and plays a key role in delivering projects across Wales and the wider UK. This role offers genuine responsibility, client exposure and the opportunity to manage projects from early-stage promotion through to determination and beyond. Key Responsibilities Managing a varied caseload of planning applications and appeals Preparing planning appraisals, strategy reports and supporting statements Providing clear, commercially focused advice to clients Liaising with local authorities, stakeholders and consultants Supporting senior colleagues on larger strategic projects Assisting with business development and client relationship management About You MRTPI qualified (or working towards chartership) Experience within either consultancy or local authority Strong report writing and communication skills Commercial awareness and a proactive mindset Ability to manage your own workload and deadlines confidently Why Apply? Join a respected and growing consultancy with an excellent reputation Supportive team culture with strong mentoring Clear progression pathway Competitive salary and benefits package Hybrid working and flexibility This is a fantastic opportunity for a Planner or Senior Planner looking to join a collaborative and ambitious team where your contribution will genuinely be valued. If you'd like to discuss this opportunity in confidence, please get in touch for more details.

A fantastic opportunity has arisen to join one of the leading Suppliers/Distributors of automotive/bike accessories and apparel. This innovative and exciting business also has its own well recognised and successful brands. Based on the Derbyshire/Nottinghamshire border, this is an easily accessible site for commuting from the East Midlands. We are looking for a data driven candidate to join the team and fulfil a Demand Planner position , this would also suit a Retail Merchandiser, or retail buyer who maybe looking for a change of direction. You will be responsible for ensuring product demand is met, along with monitoring forecasts, analysing sales data and ensuring stock levels are optimised in line with demand and inventory targets, maximising sales and minimising risk for the business. Hybrid working will be considered following completion of successful probation and training period. Demand Planner - Responsibilities Working with the Demand Manager to develop effective forecast models tailored for each brand, product, industry trends and demand patterns. Reviewing sales forecasts to ensure they are aligned with historical data and business growth strategy Producing annual and monthly demand plans based on agreed forecasts for new and existing models. Analysing sales and inventory data to monitor product and brand performance against forecast for each territory. Conducting monthly forecast maintenance. Attending regular meetings with Brand Managers and sales to review brand performance, often down to SKU level, and provide updates on availability Highlighting areas of concern and providing risk assessments and mitigation activities. Taking a proactive and data led approach to address demand-related issues in a timely and effective manner. Reviewing the impact on budget for any changes in demand / deviation from forecast and ensuring this is communicated to senior team. Monitor and report on action points from Brand review meetings, e.g. success of specific campaign performance to accelerate sales, performance of specific territories Communicating with internal teams to obtain information on occurrences that could impact demand like promotions and production delays Work closely with the Supply team to ensure that forecasts and demand plans are communicated successfully and supply capabilities are accounted for Planning intake (PO) requirements inline with demand. Ensuring requirements are met and we optimise sales. Working closely with the Supply on a daily basis to ensure that supply and demand are aligned. Regular meetings with Brand Managers, Sales and Supply teams to ensure a strong cross functional process and working in line with S&OP procedures. Demand Planner - Requirements Ideally a Degree in business, supply chain or other relevant fields (D.O.E) A minimum of 3 year experience in a merchandising/demand planning/forecasting role Solid understanding of inventory management practices and procedures. Highly analytical - able to analyse data and construct reports using Excel Strong mathematical and statistical knowledge. Capability to multitask in a fast paced environment. Proactive, with the ability to foresee problems and find solutions to mitigate business risk Excellent written and verbal communication skills. Fluent in English, other languages are a plus Good knowledge of software tools: Excel advanced, SAP and Microsoft Dynamics NAV

Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include: Managing new business cases and preparing submissions to paraplanners Meeting preparation (new and ongoing advice) Valuations, disinvestments, bereavements, fund switches Bonds calculations, CGT reporting and use of Analytics Supporting complex cases (pension transfers, IHT planning, protection) Maintaining accurate client records in Salesforce Submitting business via iBusiness in line with regulatory standards Acting as escalation point for more complex client queries Liaising with advisers, internal support functions and third parties This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for Experience within financial services support / wealth administration Strong organisation and attention to detail Confident written and verbal communication skills Comfortable speaking directly with clients Ability to manage multiple cases and deadlines Strong numeracy skills Professional, discreet and calm under pressure Salesforce experience and regulatory knowledge are advantageous. Structure Berkswell office (CV7 7SL) 3 days office / 2 days home Permanent position This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.

Senior Recruitment Consultant - Freelance Recruitment (Engineering, Construction & Renewables) Location : London or Kettering (hybrid/remote options available) Salary : DOE + competitive commission scheme Start : Q1 / Q2 2026 Turner Lovell is a specialist recruitment business established in 2008, supporting clients across the electricity, renewables and construction sectors. We recruit in the UK, Ireland, France, Germany, Belgium and parts of the Middle East. As our markets continues to grow, we're looking for Senior Recruitment Consultants to help scale our UK freelance and permanent recruitment team-making high volumes of placements by opening new doors and maximising the relationships we already have. The opportunity: This is a hands-on, client-facing role for someone who enjoys winning work, building long-term partnerships, and delivering fast, high-quality hires. You'll recruit across one of our specialist areas including: Construction & site delivery (Site Managers, Supervisors, Site Installation) Engineering (Electrical, M&E, Civil, Commissioning) Commercial & project support (QS/Commercial, Planners, HSE, etc.) What you'll get Competitive basic + generous commission, in a supportive, high-performance environment Clear progression into team leader and management roles as the contract team expands The chance to grow a desk and team in a strong market, backed by warm relationships in electricity, renewables and construction Training and development (structured support, tools and coaching to help you level up fast) The role Proactively developing new client accounts and expanding existing relationships to generate freelance vacancies. Running the full recruitment lifecycle: job qualification, search, shortlist, interview coordination, offers and close Building strong candidate pipelines using database, LinkedIn, job boards, referrals and networking Acting as a trusted advisor to clients-market insight, availability, rates, and delivery timelines Working collaboratively with the wider team to drive consistent weekly performance and placement volume Using our brand and sector footprint to open new doors across the UK infrastructure market The ideal person Proven recruitment experience (ideally contract recruitment) with a strong delivery and BD track record Background recruiting in construction, engineering, civil engineering, manufacturing or technical/scientific markets Confident business developer-comfortable with client meetings, pitching, negotiation and account growth Proactive, organised, resilient, and motivated by high activity and high reward Team mindset-keen to contribute, share best practice and help build something If you're a senior consultant who wants to build, win, and place-and you enjoy being out with clients as much as you enjoy closing deals-apply or contact Curtis Thompson or Rachael King for a confidential chat.

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status.Key Responsibilities: Supporting the Financial Planners in research and analysis to meet Client needs and objectives Supporting the Financial Planners in preparing Client financial plans and suitability reports Promoting the profile of the business within the profession and wider communities Developing and maintaining internal relationships to help maintain business flow and meet agreed targets Preparing and compiling financial analysis data Analysing Client data and preparing cash flow analyses Compiling financial planning recommendations and suitability reports Providing support for the Financial Planners Ensuring that all regulatory and compliance standards are met Liaising with product providers and other relevant third parties Assisting the Financial Planners with Client presentations and any other activities as agreed Preparing applications for submission. If you believe you are well suited for this role, please apply to be considered.

Chartered Paraplanner Location: London Job Type: Full-time, Permanent Overview An excellent opportunity has arisen for an experienced Chartered Paraplanner to join a well-established, independent, Chartered wealth management firm. This role is ideally suited to a Diploma-qualified paraplanner with strong whole-of-market research experience who is either working towards Chartered status or keen to achieve it. Clear progression is available to Senior Paraplanner or Financial Planner, depending on your long-term career objectives. Key Responsibilities Preparing documentation and reports for client review meetings Conducting whole-of-market research across pensions, investments and protection Producing detailed suitability reports for adviser approval Carrying out complex calculations and cashflow forecasting Interpreting client information to support tailored financial planning strategies Supporting advisers and maintaining strong internal relationships Ensuring full compliance and accurate maintenance of client files Contributing to research projects and investment discussions Requirements Minimum 1 year's experience in a paraplanning role within an IFA / independent wealth management firm Diploma qualified (Level 4) Working towards Chartered status (CII pathway preferred) Experience across pensions, investments and protection (IHT and trust knowledge beneficial) Strong technical and analytical ability Sound understanding of compliance requirements Ability to work independently and manage workloads effectively Desirable: Experience using FE Analytics, Voyant, CashCalc, Xplan and strong Excel capability. What's on Offer Salary up to £50,000 Genuine progression to Senior Paraplanner or Financial Planner Support towards Chartered status Collaborative and professional working environment If you are a technically strong paraplanner looking for career progression within a Chartered firm, please apply with your CV for immediate consideration.