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Brook Street
Paraplanner
Brook Street Armagh, County Armagh
Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business. Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle What's on Offer Clear and supported career progression into Financial Advice Access to an existing client bank Ongoing professional development and training Competitive salary and benefits package If you're ready to take the next step in your financial services career and build your own client base with full support, we'd love to hear from you. Please send your CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pathway to manage your own clients and build a successful advisory career. You'll benefit from an existing portfolio of warm clients, alongside the opportunity to grow and develop new business. Key Responsibilities Provide high-quality paraplanning support to financial advisors Assist in the preparation of financial plans and client recommendations Manage and develop relationships with an existing base of warm clients Proactively identify and pursue new business opportunities Progress into a fully client-facing Financial Advisor role over time Requirements Minimum Level 4 Diploma in Financial Planning Proven experience in a paraplanning role Strong desire to transition into a Financial Advisor position Excellent communication and relationship-building skills Proactive approach to business development Full UK driving licence and access to your own vehicle What's on Offer Clear and supported career progression into Financial Advice Access to an existing client bank Ongoing professional development and training Competitive salary and benefits package If you're ready to take the next step in your financial services career and build your own client base with full support, we'd love to hear from you. Please send your CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street
IFA Administrator
Brook Street Bassaleg, Gwent
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
FM Conway
Planner
FM Conway
FM Conway are looking for an experienced Planner to join our team, supporting the delivery of the Croydon Flyover and Lewisham High Street projects, alongside any further projects allocated to the team. Working closely with Project Managers, site teams, commercial teams and client planners, you'll play a key role in developing, managing and maintaining accurate project programmes that support succ click apply for full job details
Aug 09, 2026
Full time
FM Conway are looking for an experienced Planner to join our team, supporting the delivery of the Croydon Flyover and Lewisham High Street projects, alongside any further projects allocated to the team. Working closely with Project Managers, site teams, commercial teams and client planners, you'll play a key role in developing, managing and maintaining accurate project programmes that support succ click apply for full job details
Brook Street
Paraplanner
Brook Street Newtownards, County Down
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team A Technical Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging cases and assisting the broader admin team with smooth client handovers Produce high-quality suitability and review reports in line with regulatory standards Conduct research and analysis to support financial planning recommendations Work closely with advisers and providers to deliver effective client outcomes Maintain workflow processes and supported compliance requirements Deliver reporting on pipeline and service levels This is a full time and permanent office-based role The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary, depending on experience. Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support Please send CV to Collleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street
Paraplanner
Brook Street Tunbridge Wells, Kent
Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
Paraplanner Hours: 9am-5pm Monday - Friday Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking Salary: Competitive and based on experience Extras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include: Preparing high-quality suitability reports across financial products Analyse client information and conduct technical research Structure advice in line with client objectives Maintain accurate client records and workflows using Salesforce Produce cashflow modelling and planning illustrations Supporting Advisors with pre and post meeting preparation Assist with complex planning cases and technical queries You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street
IFA Administrator
Brook Street Dinas Powys, South Glamorgan
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street
Materials Administrator
Brook Street City, Belfast
Brook Street Recruitment is recruiting on behalf of our Belfast client for a Materials Administrator / Controller to join their team on a full-time, permanent basis. The Role Reporting to the Lead Material Planner, you will support the management of customer contracts and long-term agreements, ensuring excellent service delivery while procuring and managing inventory in line with customer forecasts and business requirements. Key Responsibilities Forecasting & Inventory Management Process customer forecasts and liaise with purchasing on material requirements. Monitor stock levels and analyse forecast versus actual usage. Identify forecast discrepancies and challenge slow or non-moving stock where appropriate. Maintain inventory in line with customer demand, lead times, and contractual commitments. Resolve supply gaps and support continuity of supply. Order & Supply Chain Coordination Progress customer orders and provide regular updates to internal teams. Monitor incoming stock and communicate potential delays proactively. Obtain supplier quotations and pricing for materials and spot purchases. Customer Service & Account Support Respond promptly to customer enquiries. Maintain accurate CRM records. Provide account cover during colleague absences. Attend customer meetings when required. Develop product knowledge to maximise customer opportunities and identify areas for added value. Reporting & Data Management Analyse delivery performance and issue reports to internal and external stakeholders. Create and monitor KPIs and support month-end reporting activities. Maintain customer part and pricing databases. Team Support Collaborate closely with colleagues to resolve day-to-day issues. Support team members during periods of increased workload. Essential Criteria GCSEs/A-Levels (or equivalent). Strong Microsoft Office skills, particularly Outlook and Excel. Excellent analytical, organisational, and numerical skills. Strong IT skills and attention to detail. Ability to produce accurate reports and work to a high degree of precision. Good commercial awareness and customer relationship skills. Ability to work independently, prioritise workload, and meet deadlines. Strong communication and teamwork skills. Hours - Monday to Friday, 8:30am - 5:00pm Salary - 28,000 To apply, please send your CV to Colleen Farquharson via the apply link. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
Brook Street Recruitment is recruiting on behalf of our Belfast client for a Materials Administrator / Controller to join their team on a full-time, permanent basis. The Role Reporting to the Lead Material Planner, you will support the management of customer contracts and long-term agreements, ensuring excellent service delivery while procuring and managing inventory in line with customer forecasts and business requirements. Key Responsibilities Forecasting & Inventory Management Process customer forecasts and liaise with purchasing on material requirements. Monitor stock levels and analyse forecast versus actual usage. Identify forecast discrepancies and challenge slow or non-moving stock where appropriate. Maintain inventory in line with customer demand, lead times, and contractual commitments. Resolve supply gaps and support continuity of supply. Order & Supply Chain Coordination Progress customer orders and provide regular updates to internal teams. Monitor incoming stock and communicate potential delays proactively. Obtain supplier quotations and pricing for materials and spot purchases. Customer Service & Account Support Respond promptly to customer enquiries. Maintain accurate CRM records. Provide account cover during colleague absences. Attend customer meetings when required. Develop product knowledge to maximise customer opportunities and identify areas for added value. Reporting & Data Management Analyse delivery performance and issue reports to internal and external stakeholders. Create and monitor KPIs and support month-end reporting activities. Maintain customer part and pricing databases. Team Support Collaborate closely with colleagues to resolve day-to-day issues. Support team members during periods of increased workload. Essential Criteria GCSEs/A-Levels (or equivalent). Strong Microsoft Office skills, particularly Outlook and Excel. Excellent analytical, organisational, and numerical skills. Strong IT skills and attention to detail. Ability to produce accurate reports and work to a high degree of precision. Good commercial awareness and customer relationship skills. Ability to work independently, prioritise workload, and meet deadlines. Strong communication and teamwork skills. Hours - Monday to Friday, 8:30am - 5:00pm Salary - 28,000 To apply, please send your CV to Colleen Farquharson via the apply link. Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street
IFA Administrator
Brook Street Caerphilly, Mid Glamorgan
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street
IFA Administrator
Brook Street
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team. This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice. Key Responsibilities Maintain and update client records accurately on back-office systems Handle incoming and outgoing information requests efficiently Prepare and submit applications across life, investment, and pension products Record new business and monitor applications through to completion Manage annual review schedules, ensuring all client reviews are completed on time Support with periodic investment portfolio rebalancing Liaise professionally with clients, providers, and internal colleagues Requirements Minimum 1 year's experience in a financial services / IFA administration role Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable) Excellent communication and organisational skills Working towards or already holding financial services qualifications (desirable) Minimum GCSEs (or equivalent) in Maths and English High attention to detail and ability to manage multiple tasks Benefits 25 days holiday plus bank holidays Company pension scheme Death in service life insurance Optional private healthcare scheme Flexible working hours within a core working system Opportunity to develop within a supportive and experienced team Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Brook Street
Paraplanner
Brook Street City, Belfast
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Aug 09, 2026
Full time
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered Responsibilities Provide Administration support to the Financial Advisor Organising client files for meetings, preparation of valuations and product research Submission of new business applications, monitoring through to completion Ability to process Pension transfers and replacement business Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes Prepare draft suitability reports for clients Liaising with clients and professional bodies Managing/updating business pipeline and all client files Organising appointment diary and advisor meetings General Administration duties Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements Criteria / Previous experience: Have worked within a Financial Advisor/ Wealth management practice for at least 3 years Knowledge of investments, pensions and protection products Achieved or working towards Diploma level Financial Services qualifications Salary will depend on background and be relevant to experience Please send CV to Colleen Farquharson via the link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
NJR Recruitment
IFA Client Care Administrator
NJR Recruitment Manchester, Lancashire
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Aug 09, 2026
Full time
IFA Client Care Administrator South Manchester (Hybrid) Salary: £27,000 - £32,000 NJR Recruitment is delighted to be working with a growing and highly respected financial planning firm that is looking to recruit a Client Care Administrator to join its expanding team. This is an excellent opportunity for an organised and client-focused financial services professional looking to join a supportive business where you can develop your skills and play a key role in delivering an outstanding client experience. Working closely with Financial Advisers and Paraplanners, you will ensure clients receive a seamless service while helping to keep business operations running efficiently. The Role This varied position will see you taking ownership of key client servicing and administration activities, including: Managing adviser diaries and booking annual reviews, introductory meetings and client appointments Coordinating meeting schedules and ensuring adviser calendars are organised efficiently Managing Letters of Authority (LOAs) and Transfers of Service (ToS), tracking requests and liaising with providers Chasing outstanding information and maintaining accurate records across internal systems Processing provider documentation, including fund switches, fee amendments and Bed & ISA transactions Supporting advisers with day-to-day client servicing requirements Answering client enquiries and providing a professional first point of contact Logging and distributing incoming and outgoing post Maintaining accurate client records and ensuring compliance with internal procedures Supporting the wider Client Care and Client Servicing teams where required About You To be successful, you will have: Previous experience within an IFA or financial planning administration/client servicing role Excellent organisational skills with the ability to manage multiple priorities Strong communication skills and a professional, client-focused approach High levels of accuracy and attention to detail Good working knowledge of Microsoft Office, including Excel and Word Experience using back-office systems within financial services would be advantageous A proactive attitude and the ability to work effectively within a collaborative team What's on Offer? Salary up to £32,000 Hybrid working following successful completion of probation 25 days holiday plus bank holidays Birthday day off 5% employer pension contribution Health cash plan On-site gym Free on-site parking Supportive and friendly working environment Genuine opportunities for career development within a growing business If you have experience supporting Financial Advisers and enjoy delivering exceptional client service within a busy financial planning environment, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Bensons for Beds
Space Planner
Bensons for Beds Accrington, Lancashire
At Bensons for Beds we believe everyone deserves the best night's sleep. As part of our Commercial team, you'll play a key role in delivering effective and efficient customer-focused store environments by planning store layouts, developing our space planning principles and supporting our property and store teams with delivery of amazing store environments in a timely and effective manner. Your Purpose You will develop and maintain store plans and layouts, support store openings, refits and relocations, and work with colleagues across Commercial, Retail Operations, Visual Merchandising and Supply Chain to optimise space utilisation and create consistent, on-brand customer experiences. What You'll Be Doing Key Responsibilities Commercial Ranging & Space Optimization Analyze store-level and product performance to create precise product range plans and establish store grading. Tailor product ranges to ensure showrooms deliver a balanced, commercial choice for customers that reflects ongoing sales trends. Track and report on Sales per Square Foot and Profit per Square Foot at both the category and individual product level. Identify underperforming display spaces or ranges and propose layout or product swaps to drive conversion. Review heat-mapping data to identify cold spots on the showroom floor and optimize the customer journey. Project Delivery & Store Execution Support store refits, relocations, and new openings by preparing detailed store product range plans and ordering required stock. Carry out regular store surveys to assess space utilization and ensure compliance with company display standards. Maintain the asset register for in-store product merchandising and support the clearance ordering and allocation process. Cross-Functional Collaboration Partner with the Commercial Team to understand upcoming ranges and advise on physical store capacity constraints before orders are finalized. Work closely with Retail Area Managers and Store Managers to gather qualitative feedback on product ranging and local market nuances. Coordinate with Marketing and Visual Merchandising (VM) to ensure point-of-sale (POS) materials align seamlessly with the macro space plan. Collaborate with VM and Buying to ensure product pairings (e.g., Mattress and Bed Base), adjacencies, and planograms are reflected in store layouts to maximize sales and customer flow. Reporting, Strategy & Leadership Prepare clear reports to communicate proposals and changes to stakeholders, including accurate cost and timeline estimates. Contribute to continuous improvement projects aimed at standardizing planning processes and improving overall departmental efficiency. Create and manage a bi-annual space planning process to ensure optimisation of our opportunity with store space Manage and develop the branch merchandiser, fostering a high-performing and commercially focused team environment. What You Bring to the Sleepover Essential Skills & Experience: Relevant Experience: Previous experience in space planning, branch merchandising, or macro space allocation, ideally within large-format retail (such as furniture, homewares, or DIY). Commercial Acumen: A deep understanding of retail metrics, particularly yield, space elasticity, and conversion rates. Analytical Skills: Strong Excel and analytical capabilities for in-depth commercial data analysis. Spatial Awareness: A keen eye for 3D environments and a solid understanding of how customers physically interact with large products on the shop floor. Organization: Strong attention to detail paired with an organized, methodical approach to documentation and record-keeping. Communication: Effective communication skills with the proven ability to present proposals to non-technical colleagues and manage stakeholder relationships smoothly. Project Management: The ability to work agilely across multiple projects, prioritize a demanding workload, and consistently meet deadlines. Here's What You Get: Employee discount scheme for Bensons products (up to 50% off) Competitive pension scheme - provided by Legal & General Life Assurance and Income Protection Medicash - cashback options for health and wellbeing services Access to Retail Trust services for support and guidance Annual leave buy & sell scheme and enhanced family leave Learning and development programmes and clear progression pathways Hybrid working to support work-life balance ( qualifying periods and terms apply) Ready to shape our stores and create great customer spaces? Apply today to join a team where your planning helps deliver the best night's sleep-every night.
Aug 09, 2026
Full time
At Bensons for Beds we believe everyone deserves the best night's sleep. As part of our Commercial team, you'll play a key role in delivering effective and efficient customer-focused store environments by planning store layouts, developing our space planning principles and supporting our property and store teams with delivery of amazing store environments in a timely and effective manner. Your Purpose You will develop and maintain store plans and layouts, support store openings, refits and relocations, and work with colleagues across Commercial, Retail Operations, Visual Merchandising and Supply Chain to optimise space utilisation and create consistent, on-brand customer experiences. What You'll Be Doing Key Responsibilities Commercial Ranging & Space Optimization Analyze store-level and product performance to create precise product range plans and establish store grading. Tailor product ranges to ensure showrooms deliver a balanced, commercial choice for customers that reflects ongoing sales trends. Track and report on Sales per Square Foot and Profit per Square Foot at both the category and individual product level. Identify underperforming display spaces or ranges and propose layout or product swaps to drive conversion. Review heat-mapping data to identify cold spots on the showroom floor and optimize the customer journey. Project Delivery & Store Execution Support store refits, relocations, and new openings by preparing detailed store product range plans and ordering required stock. Carry out regular store surveys to assess space utilization and ensure compliance with company display standards. Maintain the asset register for in-store product merchandising and support the clearance ordering and allocation process. Cross-Functional Collaboration Partner with the Commercial Team to understand upcoming ranges and advise on physical store capacity constraints before orders are finalized. Work closely with Retail Area Managers and Store Managers to gather qualitative feedback on product ranging and local market nuances. Coordinate with Marketing and Visual Merchandising (VM) to ensure point-of-sale (POS) materials align seamlessly with the macro space plan. Collaborate with VM and Buying to ensure product pairings (e.g., Mattress and Bed Base), adjacencies, and planograms are reflected in store layouts to maximize sales and customer flow. Reporting, Strategy & Leadership Prepare clear reports to communicate proposals and changes to stakeholders, including accurate cost and timeline estimates. Contribute to continuous improvement projects aimed at standardizing planning processes and improving overall departmental efficiency. Create and manage a bi-annual space planning process to ensure optimisation of our opportunity with store space Manage and develop the branch merchandiser, fostering a high-performing and commercially focused team environment. What You Bring to the Sleepover Essential Skills & Experience: Relevant Experience: Previous experience in space planning, branch merchandising, or macro space allocation, ideally within large-format retail (such as furniture, homewares, or DIY). Commercial Acumen: A deep understanding of retail metrics, particularly yield, space elasticity, and conversion rates. Analytical Skills: Strong Excel and analytical capabilities for in-depth commercial data analysis. Spatial Awareness: A keen eye for 3D environments and a solid understanding of how customers physically interact with large products on the shop floor. Organization: Strong attention to detail paired with an organized, methodical approach to documentation and record-keeping. Communication: Effective communication skills with the proven ability to present proposals to non-technical colleagues and manage stakeholder relationships smoothly. Project Management: The ability to work agilely across multiple projects, prioritize a demanding workload, and consistently meet deadlines. Here's What You Get: Employee discount scheme for Bensons products (up to 50% off) Competitive pension scheme - provided by Legal & General Life Assurance and Income Protection Medicash - cashback options for health and wellbeing services Access to Retail Trust services for support and guidance Annual leave buy & sell scheme and enhanced family leave Learning and development programmes and clear progression pathways Hybrid working to support work-life balance ( qualifying periods and terms apply) Ready to shape our stores and create great customer spaces? Apply today to join a team where your planning helps deliver the best night's sleep-every night.
The HR Surgery
Customer Service Coordinator
The HR Surgery Thames Ditton, Surrey
Salary : £28,000 per annum Role : Full time, Monday to Friday, 8am 5pm Location : Office based - Thames Ditton We are looking for an experienced Customer Service Coordinator to join our busy office. This role would suit someone with previous experience as a Service Coordinator, Service Administrator, Scheduler, Planner, Customer Service Coordinator or Call Centre Team Member who enjoys organising appointments, speaking with customers and providing excellent administrative support. About us: Home Service Group was established in 2024, bringing together a network of established, family-founded plumbing, heating, electrical and property service companies operating across the South of England. Each business has built its own strong reputation over many years. The group was created to unify these companies under a shared vision, combining deep technical expertise and trusted service with group-level standards, systems and centralised account management. Today, the group delivers consistent, high-quality property services across residential homes, schools, managed estates and commercial portfolios, offering the reliability of a larger organisation alongside the responsiveness of established local teams. As we continue to grow, our focus remains the same: to strengthen our network, invest in better systems and technology, and provide dependable service at scale for every client and partner. We are now looking for two Customer Service Coordinators to assist the service and installation teams in the day to day running of the departments and deliver outstanding and efficient customer service across the Home Service Group. Job share opportunities will be considered for the right candidates. Job Role: Answer incoming calls in a professional, friendly and efficient manner, delivering excellent customer service. Schedule, confirm and reschedule service and installation appointments. Provide administrative support to the service and installation teams. Liaise with account customers and agencies, prioritising work and providing updates on additional work required. Contact existing customers to arrange annual boiler servicing appointments. Track parts and orders with suppliers, ensuring timely updates. Identify customers' needs and either resolve enquiries or direct them to the appropriate team member. Communicate clearly and effectively with customers, colleagues and suppliers. Work collaboratively as part of a positive and supportive team. Carry out a range of general administrative and ad hoc duties as required. About you: Previous experience in a call centre environment is essential. Previous experience in a similar customer service or administrative role is essential. Experience within the industry would be beneficial but is not essential. Excellent telephone manner with a outstanding customer service skills. Strong written and verbal communication skills. Excellent organisational and time management skills and a high level of attention to detail. Ability to work effectively both independently and as part of a small team. A positive, proactive approach with good problem-solving skills. The Benefits: Casual dress Company events On-site parking Opportunity for progression Could you be our Customer Service Coordinator? Right to Work in the UK: Applicants must have the legal right to live and work in the UK. Given the role and salary level, this is not a role that will qualify for UK Sponsorship. We will respond to your application as soon as possible. Please bear with us, we are experiencing high numbers of applications at present. REF-(Apply online only)
Aug 09, 2026
Full time
Salary : £28,000 per annum Role : Full time, Monday to Friday, 8am 5pm Location : Office based - Thames Ditton We are looking for an experienced Customer Service Coordinator to join our busy office. This role would suit someone with previous experience as a Service Coordinator, Service Administrator, Scheduler, Planner, Customer Service Coordinator or Call Centre Team Member who enjoys organising appointments, speaking with customers and providing excellent administrative support. About us: Home Service Group was established in 2024, bringing together a network of established, family-founded plumbing, heating, electrical and property service companies operating across the South of England. Each business has built its own strong reputation over many years. The group was created to unify these companies under a shared vision, combining deep technical expertise and trusted service with group-level standards, systems and centralised account management. Today, the group delivers consistent, high-quality property services across residential homes, schools, managed estates and commercial portfolios, offering the reliability of a larger organisation alongside the responsiveness of established local teams. As we continue to grow, our focus remains the same: to strengthen our network, invest in better systems and technology, and provide dependable service at scale for every client and partner. We are now looking for two Customer Service Coordinators to assist the service and installation teams in the day to day running of the departments and deliver outstanding and efficient customer service across the Home Service Group. Job share opportunities will be considered for the right candidates. Job Role: Answer incoming calls in a professional, friendly and efficient manner, delivering excellent customer service. Schedule, confirm and reschedule service and installation appointments. Provide administrative support to the service and installation teams. Liaise with account customers and agencies, prioritising work and providing updates on additional work required. Contact existing customers to arrange annual boiler servicing appointments. Track parts and orders with suppliers, ensuring timely updates. Identify customers' needs and either resolve enquiries or direct them to the appropriate team member. Communicate clearly and effectively with customers, colleagues and suppliers. Work collaboratively as part of a positive and supportive team. Carry out a range of general administrative and ad hoc duties as required. About you: Previous experience in a call centre environment is essential. Previous experience in a similar customer service or administrative role is essential. Experience within the industry would be beneficial but is not essential. Excellent telephone manner with a outstanding customer service skills. Strong written and verbal communication skills. Excellent organisational and time management skills and a high level of attention to detail. Ability to work effectively both independently and as part of a small team. A positive, proactive approach with good problem-solving skills. The Benefits: Casual dress Company events On-site parking Opportunity for progression Could you be our Customer Service Coordinator? Right to Work in the UK: Applicants must have the legal right to live and work in the UK. Given the role and salary level, this is not a role that will qualify for UK Sponsorship. We will respond to your application as soon as possible. Please bear with us, we are experiencing high numbers of applications at present. REF-(Apply online only)
Atheray Stone
Estimator - Rail
Atheray Stone Woolston, Warrington
Atheray Stone are currently recruiting for an Estimator to work for a UK wide contractor, who are continuing to grow their Rail business and looking for additional Estimating support. This role can be based out of the Northwest or Midlands offices. As an Estimator, you will play a crucial role in the preparation, development, and delivery of competitive and commercially sound tenders. Key Responsibilities Lead and manage tenders from initial enquiry through to final submission Develop robust, competitive and cost-effective pricing strategies Collaborate with internal teams to define bid-winning approaches and methodologies Prepare detailed estimates using first principles Carry out take-offs from drawings and technical documentation Assess and manage risk and opportunity pricing within tenders Engage with the supply chain to obtain and evaluate subcontractor and supplier quotations Work closely with Planners and delivery teams to ensure realistic resourcing and programme alignment Present tender proposals to senior management for review and approval Support continuous improvement and knowledge sharing within the estimating function Mentor and support junior team members where appropriate Essential: Proven experience as an Estimator within civil engineering / infrastructure Strong experience in multi-disciplinary projects and/or frameworks Solid understanding of first principles estimating Ability to analyse technical information and translate it into accurate cost plans Strong commercial awareness and attention to detail Excellent communication and collaboration skills
Aug 09, 2026
Full time
Atheray Stone are currently recruiting for an Estimator to work for a UK wide contractor, who are continuing to grow their Rail business and looking for additional Estimating support. This role can be based out of the Northwest or Midlands offices. As an Estimator, you will play a crucial role in the preparation, development, and delivery of competitive and commercially sound tenders. Key Responsibilities Lead and manage tenders from initial enquiry through to final submission Develop robust, competitive and cost-effective pricing strategies Collaborate with internal teams to define bid-winning approaches and methodologies Prepare detailed estimates using first principles Carry out take-offs from drawings and technical documentation Assess and manage risk and opportunity pricing within tenders Engage with the supply chain to obtain and evaluate subcontractor and supplier quotations Work closely with Planners and delivery teams to ensure realistic resourcing and programme alignment Present tender proposals to senior management for review and approval Support continuous improvement and knowledge sharing within the estimating function Mentor and support junior team members where appropriate Essential: Proven experience as an Estimator within civil engineering / infrastructure Strong experience in multi-disciplinary projects and/or frameworks Solid understanding of first principles estimating Ability to analyse technical information and translate it into accurate cost plans Strong commercial awareness and attention to detail Excellent communication and collaboration skills
Premises Recruitment Ltd
Planner - Construction
Premises Recruitment Ltd Romsey, Hampshire
Planner or Assistant Planner - Construction My client are looking for a Construction Planner or ambitious Assistant Planner to join our team, supporting projects across London and the South of England. Key Responsibilities Develop, maintain, and update detailed construction programmes. Monitor project progress and identify risks, delays, and opportunities. Work closely with Project Managers, Site Managers, and subcontractors to ensure programmes remain accurate and achievable. Produce progress reports and programme updates for key stakeholders. Support tender and pre-construction planning activities. Assist with programme analysis and sequencing of works. About You We are keen to hear from both experienced Planners and Assistant Planners with construction sector experience. You will ideally have: Previous experience in a Planner or Assistant Planner position within construction. Knowledge of project planning software such as Primavera P6 and/or Asta Powerproject. Strong organisational and analytical skills. Excellent communication skills and the ability to work effectively with site and office teams. A willingness to travel to sites across London and the South. Desirable: A basic understanding of fa ade construction and related works. Experience of working on commercial, residential, or mixed-use construction projects. I'd love to hear from experienced Planners and Assistant Planners, looking to further their careers within a successful and expanding construction business. Apply today for a confidential discussion!
Aug 09, 2026
Full time
Planner or Assistant Planner - Construction My client are looking for a Construction Planner or ambitious Assistant Planner to join our team, supporting projects across London and the South of England. Key Responsibilities Develop, maintain, and update detailed construction programmes. Monitor project progress and identify risks, delays, and opportunities. Work closely with Project Managers, Site Managers, and subcontractors to ensure programmes remain accurate and achievable. Produce progress reports and programme updates for key stakeholders. Support tender and pre-construction planning activities. Assist with programme analysis and sequencing of works. About You We are keen to hear from both experienced Planners and Assistant Planners with construction sector experience. You will ideally have: Previous experience in a Planner or Assistant Planner position within construction. Knowledge of project planning software such as Primavera P6 and/or Asta Powerproject. Strong organisational and analytical skills. Excellent communication skills and the ability to work effectively with site and office teams. A willingness to travel to sites across London and the South. Desirable: A basic understanding of fa ade construction and related works. Experience of working on commercial, residential, or mixed-use construction projects. I'd love to hear from experienced Planners and Assistant Planners, looking to further their careers within a successful and expanding construction business. Apply today for a confidential discussion!
Red Snapper Recruitment Limited
Designing Out Crime Officer
Red Snapper Recruitment Limited Fareham, Hampshire
RSR is a public safety & enterprise security recruitment specialist. We assist public safety employers find the right talent. We assist all employers when they want to source public safety and enterprise security skills and experience. Designing Out Crime Officer Location: Fareham (Hybrid Working) Pay Rate: 20.93 per hour (PAYE) Hours: 16 hours per week (2 days) Contract: Temporary - 6 Months Start Date: ASAP Red Snapper Recruitment are recruiting for a Designing Out Crime Officer to join a public sector organisation on a temporary six-month contract. This is an excellent opportunity for an experienced crime prevention or planning professional to help create safer communities by influencing the design of new developments and regeneration projects. Working collaboratively with planners, architects, developers and local authorities, you will provide specialist advice using Crime Prevention Through Environmental Design (CPTED) principles to reduce crime, anti-social behaviour and the fear of crime through thoughtful planning and design. Key Responsibilities Review planning applications and provide specialist crime prevention advice. Work closely with architects, developers and planning authorities to influence safer design standards. Carry out site visits during construction to assess and advise on security measures. Promote crime prevention initiatives, including Secure by Design principles. Prepare detailed reports, recommendations and management information. Represent the organisation at meetings, consultations and partnership forums. Deliver presentations and training sessions to a range of professional audiences. Keep up to date with planning legislation, crime prevention practices, security products and emerging trends. Essential Requirements Knowledge of crime prevention principles, community safety issues and their application within planning and the built environment. Understanding of the planning process and the ability to interpret planning and architectural drawings. Knowledge of legislation relating to planning, community safety and designing out crime. Experience preparing reports and delivering presentations to a variety of audiences. Excellent communication and stakeholder engagement skills. Ability to develop and implement new initiatives. Educated to QCF Level 4 (or equivalent experience). Desirable Experience within a planning, architectural or design environment. Experience in a crime prevention or community safety role. Good local geographical knowledge. Experience analysing crime trends relating to the built environment. Experience delivering training or providing professional advice. Level 4 Crime Prevention qualification and Level 5 Designing Out Crime Officer (DOCO) qualification. Due to the high volume of applications we receive, if you do not hear from us within 7 working days, your application has been unsuccessful. If this role is not for you but you do know somebody who would be interested, please feel free to refer them to us! We have a "Refer A Friend" bonus scheme and we will reward you retail vouchers for any referrals who are not already known to us and are successfully placed! Red Snapper Recruitment is a member of the Red Snapper Group. The Red Snapper Group acts as an employment agency (permanent) and as an employment business (temporary) - a free and confidential service to candidates. The Red Snapper Recruitment Group is an equal opportunities employer.
Aug 09, 2026
Full time
RSR is a public safety & enterprise security recruitment specialist. We assist public safety employers find the right talent. We assist all employers when they want to source public safety and enterprise security skills and experience. Designing Out Crime Officer Location: Fareham (Hybrid Working) Pay Rate: 20.93 per hour (PAYE) Hours: 16 hours per week (2 days) Contract: Temporary - 6 Months Start Date: ASAP Red Snapper Recruitment are recruiting for a Designing Out Crime Officer to join a public sector organisation on a temporary six-month contract. This is an excellent opportunity for an experienced crime prevention or planning professional to help create safer communities by influencing the design of new developments and regeneration projects. Working collaboratively with planners, architects, developers and local authorities, you will provide specialist advice using Crime Prevention Through Environmental Design (CPTED) principles to reduce crime, anti-social behaviour and the fear of crime through thoughtful planning and design. Key Responsibilities Review planning applications and provide specialist crime prevention advice. Work closely with architects, developers and planning authorities to influence safer design standards. Carry out site visits during construction to assess and advise on security measures. Promote crime prevention initiatives, including Secure by Design principles. Prepare detailed reports, recommendations and management information. Represent the organisation at meetings, consultations and partnership forums. Deliver presentations and training sessions to a range of professional audiences. Keep up to date with planning legislation, crime prevention practices, security products and emerging trends. Essential Requirements Knowledge of crime prevention principles, community safety issues and their application within planning and the built environment. Understanding of the planning process and the ability to interpret planning and architectural drawings. Knowledge of legislation relating to planning, community safety and designing out crime. Experience preparing reports and delivering presentations to a variety of audiences. Excellent communication and stakeholder engagement skills. Ability to develop and implement new initiatives. Educated to QCF Level 4 (or equivalent experience). Desirable Experience within a planning, architectural or design environment. Experience in a crime prevention or community safety role. Good local geographical knowledge. Experience analysing crime trends relating to the built environment. Experience delivering training or providing professional advice. Level 4 Crime Prevention qualification and Level 5 Designing Out Crime Officer (DOCO) qualification. Due to the high volume of applications we receive, if you do not hear from us within 7 working days, your application has been unsuccessful. If this role is not for you but you do know somebody who would be interested, please feel free to refer them to us! We have a "Refer A Friend" bonus scheme and we will reward you retail vouchers for any referrals who are not already known to us and are successfully placed! Red Snapper Recruitment is a member of the Red Snapper Group. The Red Snapper Group acts as an employment agency (permanent) and as an employment business (temporary) - a free and confidential service to candidates. The Red Snapper Recruitment Group is an equal opportunities employer.
Premier Jobs UK Limited
Technical Paraplanner
Premier Jobs UK Limited Edinburgh, Midlothian
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs click apply for full job details
Aug 09, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs click apply for full job details
Penguin Recruitment
Senior Planner
Penguin Recruitment City, London
Senior Town Planner London Salary: negotiable depending on skills and experience An excellent opportunity has become available for an experienced Senior Town Planner to join an established Planning Consultancy as part of their London based team. The successful Senior Town Planner will have the opportunity to work on a verity of exciting projects within the residential, commercial, retail and mixed use and leisure sectors. Qualifications and Experience: For this position applications are sought from candidates who have a relevant RTPI accredited degree, have achieved Chartered Town Planner status and have previous town planning experience, preferably within a consultancy environment. Duties: Preparing planning appraisals for land and buildings Preparing planning applications and planning statements Writing reports and making recommendations Liaising with clients and planning officers Undertaking research and analysis Mentoring junior members of the team In return the company are offering a competitive starting salary, full benefits package including generous annual leave, pension and healthcare and regular social events. Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Aug 09, 2026
Full time
Senior Town Planner London Salary: negotiable depending on skills and experience An excellent opportunity has become available for an experienced Senior Town Planner to join an established Planning Consultancy as part of their London based team. The successful Senior Town Planner will have the opportunity to work on a verity of exciting projects within the residential, commercial, retail and mixed use and leisure sectors. Qualifications and Experience: For this position applications are sought from candidates who have a relevant RTPI accredited degree, have achieved Chartered Town Planner status and have previous town planning experience, preferably within a consultancy environment. Duties: Preparing planning appraisals for land and buildings Preparing planning applications and planning statements Writing reports and making recommendations Liaising with clients and planning officers Undertaking research and analysis Mentoring junior members of the team In return the company are offering a competitive starting salary, full benefits package including generous annual leave, pension and healthcare and regular social events. Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Anthony Alexandra
IFA Administrator
Anthony Alexandra Sevenoaks, Kent
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Aug 08, 2026
Full time
Our client, a fast-growing and highly respected Financial Planning firm, is seeking an experienced IFA Administrator to join one of its offices. With continued expansion and investment in its people, there has never been a better time to join this forward-thinking organisation. This is an excellent opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive, and high-performing advice team. Working closely with Financial Planners and Paraplanners, you will play a key role in delivering an efficient, seamless, and professional service to clients while supporting the day-to-day administration of financial planning activities. Key Responsibilities Managing client correspondence and building strong, lasting client relationships. Processing new business applications across pensions, investments, and protection products. Preparing client review packs and meeting documentation. Coordinating client meetings and managing Financial Planner diaries. Obtaining provider illustrations, valuations, and product information. Maintaining accurate, compliant, and well-presented client records using Intelligent Office (IO). Handling client enquiries and liaising with providers to ensure timely resolution of requests. Providing comprehensive back-office and administrative support to the advice team. Ensuring all work is completed in line with internal procedures, FCA regulations, and compliance standards. About You This opportunity is ideal for an individual with previous experience in an IFA or Financial Planning environment who is looking to further develop their career within a well-established and highly regarded national firm. To be successful, you will ideally have: Previous experience in an IFA or Financial Planning administration role. Strong organisational and time management skills with exceptional attention to detail. Excellent communication and client relationship skills. The ability to prioritise and manage multiple tasks within a busy team environment. Good working knowledge of Microsoft Office and Intelligent Office (IO) or similar financial planning software. Why Join? This firm is recognised for its collaborative culture, supportive leadership, and genuine commitment to employee development. They offer an environment where individuals are encouraged to grow professionally, alongside a highly competitive salary and benefits package, ongoing training, and clear opportunities for long-term career progression.
Well Placed HR
Transport Planner
Well Placed HR Exeter, Devon
Transport Planner - Exeter - Full Time - Permanent - £28,000 to £35,000 DOE Well Placed HR has been exclusively engaged by a successful logistics business in Devon to recruit a Transport Planner. This is an excellent opportunity for an experienced Transport Planner, Traffic Planner, Transport Coordinator or Transport Supervisor to join a busy operation and play a key role in the day to day running of the transport department. Working closely with the Transport Manager, you'll help keep vehicles, drivers and deliveries running efficiently. This is a business that genuinely values its people. It's a demanding operation and the working week reflects that, but you'll be joining a supportive management team who encourage development and believe in looking after their staff. The Role No two days are the same, but as Transport Planner you'll be at the heart of the operation, acting as the main point of contact for drivers and helping to keep everything running smoothly. Your responsibilities will include: - Speaking with drivers throughout the day, providing support and guidance - Planning container collections and deliveries - Allocating work and providing drivers with clear instructions - Tracking vehicles and locating loads - Adjusting transport plans as operational demands change - Liaising with customers and colleagues to coordinate deliveries - Resolving day to day operational issues - Supporting the Transport Manager with the smooth running of the department - Using transport management systems to oversee daily operations About You You'll ideally have: - Experience within transport, logistics, haulage or distribution - Strong planning, organisational and communication skills - Confidence working in a fast-paced environment - Good IT skills and experience using transport management software A practical, proactive approach and the ability to build positive relationships with drivers, customers and colleagues Experience within transport planning, traffic planning or transport coordination would be highly beneficial, but just as important is the right attitude, a willingness to learn and the desire to build a long-term career within logistics. If you're looking for a varied role where you'll be trusted with responsibility, supported by experienced managers and given the opportunity to develop your career, we'd be delighted to hear from you. For further details and to apply, please contact Dan Saunders quoting reference DS11156. This opportunity would suit candidates currently working as a Transport Planner, Traffic Planner, Transport Coordinator, Transport Supervisor, Logistics Coordinator or Fleet Coordinator. Applications are welcomed from individuals with experience in transport, logistics, haulage or distribution who are looking to develop their career within a fast-paced operational environment.
Aug 08, 2026
Full time
Transport Planner - Exeter - Full Time - Permanent - £28,000 to £35,000 DOE Well Placed HR has been exclusively engaged by a successful logistics business in Devon to recruit a Transport Planner. This is an excellent opportunity for an experienced Transport Planner, Traffic Planner, Transport Coordinator or Transport Supervisor to join a busy operation and play a key role in the day to day running of the transport department. Working closely with the Transport Manager, you'll help keep vehicles, drivers and deliveries running efficiently. This is a business that genuinely values its people. It's a demanding operation and the working week reflects that, but you'll be joining a supportive management team who encourage development and believe in looking after their staff. The Role No two days are the same, but as Transport Planner you'll be at the heart of the operation, acting as the main point of contact for drivers and helping to keep everything running smoothly. Your responsibilities will include: - Speaking with drivers throughout the day, providing support and guidance - Planning container collections and deliveries - Allocating work and providing drivers with clear instructions - Tracking vehicles and locating loads - Adjusting transport plans as operational demands change - Liaising with customers and colleagues to coordinate deliveries - Resolving day to day operational issues - Supporting the Transport Manager with the smooth running of the department - Using transport management systems to oversee daily operations About You You'll ideally have: - Experience within transport, logistics, haulage or distribution - Strong planning, organisational and communication skills - Confidence working in a fast-paced environment - Good IT skills and experience using transport management software A practical, proactive approach and the ability to build positive relationships with drivers, customers and colleagues Experience within transport planning, traffic planning or transport coordination would be highly beneficial, but just as important is the right attitude, a willingness to learn and the desire to build a long-term career within logistics. If you're looking for a varied role where you'll be trusted with responsibility, supported by experienced managers and given the opportunity to develop your career, we'd be delighted to hear from you. For further details and to apply, please contact Dan Saunders quoting reference DS11156. This opportunity would suit candidates currently working as a Transport Planner, Traffic Planner, Transport Coordinator, Transport Supervisor, Logistics Coordinator or Fleet Coordinator. Applications are welcomed from individuals with experience in transport, logistics, haulage or distribution who are looking to develop their career within a fast-paced operational environment.

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