SIPP Accounts Executive - Leicester £(phone number removed)K Hybrid Why this role? We are currently recruiting for a SIPP Accounts Executive, to work within a well-established Chartered firm of Financial Planners. ROLE OVERVIEW: You will be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPP (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Financial Planner. MAIN TASKS: Establishment of SIPP Set up new SIPPs in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid the preparation of associated Suitability Reports Process Contributions, provide CPC to client where necessary, undertake Carry Forward/Taper calculations Provide cancellation rights to client, where necessary Effect transfers into SIPP and provide the Suitability Team with an information pack to aid preparation of the Suitability Report. Initially, prepare the pension analysis schedule for the Financial Planner to review, following advice to transfer, complete, and submit the signed transfer forms to the transferring schemes. Day to Day Portfolio Management Maintain accurate records, processing changes: using software available (Omni, Virtual Cabinet, Intelliflo, Excel) Maintain a diary confirming the date of any drawdown anniversaries, rent reviews, lease expiry etc Daily reconciliation of bank accounts Banking of cheques into the SIPP bank account and requesting payments: cheque/bank transfers Prepare for client meetings Annual Review Packs, including Accounts Reconciliation & Annual Statements Issue Client Meeting Notes and undertake action points Invoice clients in accordance with Client Agreements Maintain client contact over telephone, email and face to face Liaise with financial planners and paraplanners Maintain accountant contact (where applicable) over telephone, email, face to face Reviewing documents and arranging for trustee's signature Produce bespoke documents Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation KNOWLEDGE AND SKILLS REQUIRED: Essential Knowledge of the services that the firm provides to clients Knowledge of the SIPP and associated products Good technical knowledge of SIPPs and their use in financial planning Knowledge of other financial services legislation relevant to role Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods - phone, letter, e-mail, memo, etc Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area Knowledge of Data Protection legislation relevant to role Knowledge of IT systems and programmes relevant to role Ability to work within level of authority and to refer work when appropriate Ability to create and maintain accurate computer-based records Pay and Benefits Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction QUALIFICATIONS: Essential Educated to A level standard (or equivalent) as a minimum. Minimum of 3 years' experience in a SIPP client servicing and administration role Desirable To be willing to obtain CII Award/Certificate/Diploma Units (or equivalent) To hold CII Award/Certificate/Diploma units (or equivalent) Other Financial Services experience, in a similar role, ideally for a Financial Adviser If you wish to be considered for this role, please email your cv to (url removed) or call me on (phone number removed).
Dec 12, 2025
Full time
SIPP Accounts Executive - Leicester £(phone number removed)K Hybrid Why this role? We are currently recruiting for a SIPP Accounts Executive, to work within a well-established Chartered firm of Financial Planners. ROLE OVERVIEW: You will be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPP (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Financial Planner. MAIN TASKS: Establishment of SIPP Set up new SIPPs in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid the preparation of associated Suitability Reports Process Contributions, provide CPC to client where necessary, undertake Carry Forward/Taper calculations Provide cancellation rights to client, where necessary Effect transfers into SIPP and provide the Suitability Team with an information pack to aid preparation of the Suitability Report. Initially, prepare the pension analysis schedule for the Financial Planner to review, following advice to transfer, complete, and submit the signed transfer forms to the transferring schemes. Day to Day Portfolio Management Maintain accurate records, processing changes: using software available (Omni, Virtual Cabinet, Intelliflo, Excel) Maintain a diary confirming the date of any drawdown anniversaries, rent reviews, lease expiry etc Daily reconciliation of bank accounts Banking of cheques into the SIPP bank account and requesting payments: cheque/bank transfers Prepare for client meetings Annual Review Packs, including Accounts Reconciliation & Annual Statements Issue Client Meeting Notes and undertake action points Invoice clients in accordance with Client Agreements Maintain client contact over telephone, email and face to face Liaise with financial planners and paraplanners Maintain accountant contact (where applicable) over telephone, email, face to face Reviewing documents and arranging for trustee's signature Produce bespoke documents Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation KNOWLEDGE AND SKILLS REQUIRED: Essential Knowledge of the services that the firm provides to clients Knowledge of the SIPP and associated products Good technical knowledge of SIPPs and their use in financial planning Knowledge of other financial services legislation relevant to role Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods - phone, letter, e-mail, memo, etc Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area Knowledge of Data Protection legislation relevant to role Knowledge of IT systems and programmes relevant to role Ability to work within level of authority and to refer work when appropriate Ability to create and maintain accurate computer-based records Pay and Benefits Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction QUALIFICATIONS: Essential Educated to A level standard (or equivalent) as a minimum. Minimum of 3 years' experience in a SIPP client servicing and administration role Desirable To be willing to obtain CII Award/Certificate/Diploma Units (or equivalent) To hold CII Award/Certificate/Diploma units (or equivalent) Other Financial Services experience, in a similar role, ideally for a Financial Adviser If you wish to be considered for this role, please email your cv to (url removed) or call me on (phone number removed).
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Dec 12, 2025
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
Dec 12, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email (url removed) Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRMSTH
REPAIRS ADMINISTRATOR - LEATHERHEAD - 24K - Completing reports/ booking in further works - Calling residents to book jobs out - Emailing clients residents and operational teams regarding works - Taking calls from the call centre and engineers regarding repairs/ further works - Rasing purchase orders and allocating jobs to engineers Full time in the office while training then the opportunity to go hybrid ( wfh 2 days a week) If you feel this Repairs Planner position is of interest to you, please either apply for the position directly or call Natasha on (phone number removed). please email your CV
Dec 12, 2025
Full time
REPAIRS ADMINISTRATOR - LEATHERHEAD - 24K - Completing reports/ booking in further works - Calling residents to book jobs out - Emailing clients residents and operational teams regarding works - Taking calls from the call centre and engineers regarding repairs/ further works - Rasing purchase orders and allocating jobs to engineers Full time in the office while training then the opportunity to go hybrid ( wfh 2 days a week) If you feel this Repairs Planner position is of interest to you, please either apply for the position directly or call Natasha on (phone number removed). please email your CV
Senior Planner (MRTPI) Location: Exeter Salary: Competitive, dependent on experience + Benefits About the Role Are you an experienced and Chartered planner looking to take the next step in your career? You'll be joining an independent planning consultancy in Exeter, with a reputation for delivering high-quality, commercially focused planning advice across the UK. Their work spans a broad range of sectors including residential, commercial, and infrastructure projects, covering urban and rural developments in both the public and private sectors. What You'll Be Doing As a Chartered Senior Planner, you'll manage and deliver a diverse portfolio of planning projects. You'll work closely with clients, local authorities, and multidisciplinary teams to shape developments that make a lasting impact. You will: Prepare and coordinate planning applications, appeals, and site appraisals Draft and review Planning Statements, Design and Access Statements, and other supporting documents Provide strategic planning and policy advice to a range of clients Engage with Local Planning Authorities, statutory consultees, and stakeholders You'll work across a variety of development types from major housing schemes and commercial developments to complex infrastructure and regeneration projects. What You'll Bring You'll be a proactive and motivated planning professional with a track record of managing projects and providing sound planning advice. You'll combine technical expertise with excellent communication skills and a collaborative approach. You will also have: Chartered RTPI membership A postgraduate qualification in a relevant discipline Strong knowledge of the UK planning system and current policy framework What You'll Get You'll be joining a dynamic, independent consultancy where your expertise will be valued and your professional development supported. You'll have the opportunity to work on high-profile projects, contribute to business growth, and shape your own career path. In return, you'll receive: A competitive salary, based on experience and qualifications Paid RTPI membership and attendance at industry events Generous holiday allowance Opportunities for progression within a respected and growing consultancy Contact Georgia Cookson on (url removed), oe (phone number removed). Job reference: 62955
Dec 12, 2025
Full time
Senior Planner (MRTPI) Location: Exeter Salary: Competitive, dependent on experience + Benefits About the Role Are you an experienced and Chartered planner looking to take the next step in your career? You'll be joining an independent planning consultancy in Exeter, with a reputation for delivering high-quality, commercially focused planning advice across the UK. Their work spans a broad range of sectors including residential, commercial, and infrastructure projects, covering urban and rural developments in both the public and private sectors. What You'll Be Doing As a Chartered Senior Planner, you'll manage and deliver a diverse portfolio of planning projects. You'll work closely with clients, local authorities, and multidisciplinary teams to shape developments that make a lasting impact. You will: Prepare and coordinate planning applications, appeals, and site appraisals Draft and review Planning Statements, Design and Access Statements, and other supporting documents Provide strategic planning and policy advice to a range of clients Engage with Local Planning Authorities, statutory consultees, and stakeholders You'll work across a variety of development types from major housing schemes and commercial developments to complex infrastructure and regeneration projects. What You'll Bring You'll be a proactive and motivated planning professional with a track record of managing projects and providing sound planning advice. You'll combine technical expertise with excellent communication skills and a collaborative approach. You will also have: Chartered RTPI membership A postgraduate qualification in a relevant discipline Strong knowledge of the UK planning system and current policy framework What You'll Get You'll be joining a dynamic, independent consultancy where your expertise will be valued and your professional development supported. You'll have the opportunity to work on high-profile projects, contribute to business growth, and shape your own career path. In return, you'll receive: A competitive salary, based on experience and qualifications Paid RTPI membership and attendance at industry events Generous holiday allowance Opportunities for progression within a respected and growing consultancy Contact Georgia Cookson on (url removed), oe (phone number removed). Job reference: 62955
Senior / Principal Town Planner Location: Herefordshire Salary: Up to £55,000 per annum + Benefits About the Role You'll be joining a thriving, multi-disciplinary based in their Hereford office, you'll work alongside planners, surveyors, archaeologists, engineers, and architects. You'll get to work on a diverse range of projects ranging from sustainable urban extensions and solar farms to heritage barn conversions. You'll manage your own caseload, lead and support cross-disciplinary teams, and develop specialist skills in areas that interest you most. What You'll Be Doing As a Senior or Principal Town Planner, you'll take ownership of a wide variety of planning projects and provide expert advice to clients and stakeholders. You will: Prepare detailed Planning Statements and Planning Strategies Advise clients on Statutory Consents and planning approaches Coordinate planning application submissions and support appeals Lead Call for Sites submissions and land promotion opportunities You'll be in regular contact with clients and Local Planning Authorities, using your initiative, communication, and negotiation skills daily. What You'll Bring You'll already have experience in planning either from a local authority or private sector background. You'll be someone who listens, anticipates client needs, and provides proactive, thoughtful advice. You will also have: A postgraduate degree in a relevant subject (e.g. Town Planning, Urban Design) RTPI membership or equivalent professional accreditation A solid understanding of the UK planning system Confidence in leading projects and delivering quality advice A full UK driving licence and access to a vehicle for site visits Hours: 37.5 per week, worked flexibly Monday to Friday. What You'll Get You'll be part of a friendly, collaborative team that values your wellbeing and supports your professional growth. You'll have the freedom to shape your career while working on projects that make a difference. In return, you'll receive: A competitive salary reflective of your experience and skills Private healthcare for all employees 35 days' holiday (including bank holidays, pro rata) Potential discretionary bonus Enhanced workplace pension (via NEST) How to Apply Please send your CV to Georgia Cookson at Carrington West or call (phone number removed) for a confidential discussion. Job reference: 62953
Dec 12, 2025
Full time
Senior / Principal Town Planner Location: Herefordshire Salary: Up to £55,000 per annum + Benefits About the Role You'll be joining a thriving, multi-disciplinary based in their Hereford office, you'll work alongside planners, surveyors, archaeologists, engineers, and architects. You'll get to work on a diverse range of projects ranging from sustainable urban extensions and solar farms to heritage barn conversions. You'll manage your own caseload, lead and support cross-disciplinary teams, and develop specialist skills in areas that interest you most. What You'll Be Doing As a Senior or Principal Town Planner, you'll take ownership of a wide variety of planning projects and provide expert advice to clients and stakeholders. You will: Prepare detailed Planning Statements and Planning Strategies Advise clients on Statutory Consents and planning approaches Coordinate planning application submissions and support appeals Lead Call for Sites submissions and land promotion opportunities You'll be in regular contact with clients and Local Planning Authorities, using your initiative, communication, and negotiation skills daily. What You'll Bring You'll already have experience in planning either from a local authority or private sector background. You'll be someone who listens, anticipates client needs, and provides proactive, thoughtful advice. You will also have: A postgraduate degree in a relevant subject (e.g. Town Planning, Urban Design) RTPI membership or equivalent professional accreditation A solid understanding of the UK planning system Confidence in leading projects and delivering quality advice A full UK driving licence and access to a vehicle for site visits Hours: 37.5 per week, worked flexibly Monday to Friday. What You'll Get You'll be part of a friendly, collaborative team that values your wellbeing and supports your professional growth. You'll have the freedom to shape your career while working on projects that make a difference. In return, you'll receive: A competitive salary reflective of your experience and skills Private healthcare for all employees 35 days' holiday (including bank holidays, pro rata) Potential discretionary bonus Enhanced workplace pension (via NEST) How to Apply Please send your CV to Georgia Cookson at Carrington West or call (phone number removed) for a confidential discussion. Job reference: 62953
Job Title: Senior / Associate Town Planner Location: Bristol Sector: Private Consultancy Salary: Up to £55,000 DOE Are you ready to take the next step in your planning career and play a leading role in a dynamic consultancy environment? Our client is an independent planning consultancy with a strong reputation for delivering creative, practical, and sustainable planning solutions. They work on a diverse range of small, medium, and high-profile projects across the residential, retail, commercial, energy, healthcare, and education sectors. Their collaborative and forward-thinking approach has made them a trusted partner for developers, landowners, and local authorities alike. The Role As a Senior or Associate Town Planner, you will take on a leadership position within the team, managing projects semi-independently while receiving guidance and support from the Directors. You'll be involved in all aspects of the planning process, from strategy and client liaison to project delivery and mentoring junior team members. Qualifications & Experience Extensive post-Chartership professional experience. Postgraduate qualification in Town Planning or a related field. Chartered Member of the Royal Town Planning Institute (RTPI). Full UK driving licence. What's on Offer Competitive salary up to £55,000 (DOE). Pension scheme and benefits package. Support for professional memberships and continued career development. Opportunity to work on varied, high-quality projects within a supportive, independent consultancy environment. This is a unique opportunity to join a respected planning practice where your expertise will be valued, and your career progression encouraged. To apply, please send a copy of your CV to Georgia Cookson and call (phone number removed) for a confidential discussion. If you'd like to see the full job description, please attach a cover letter or contact us directly. If this role isn't quite the right fit, but you're an experienced Town Planner seeking new opportunities, we'd still love to hear from you. Job Reference: 62950
Dec 12, 2025
Full time
Job Title: Senior / Associate Town Planner Location: Bristol Sector: Private Consultancy Salary: Up to £55,000 DOE Are you ready to take the next step in your planning career and play a leading role in a dynamic consultancy environment? Our client is an independent planning consultancy with a strong reputation for delivering creative, practical, and sustainable planning solutions. They work on a diverse range of small, medium, and high-profile projects across the residential, retail, commercial, energy, healthcare, and education sectors. Their collaborative and forward-thinking approach has made them a trusted partner for developers, landowners, and local authorities alike. The Role As a Senior or Associate Town Planner, you will take on a leadership position within the team, managing projects semi-independently while receiving guidance and support from the Directors. You'll be involved in all aspects of the planning process, from strategy and client liaison to project delivery and mentoring junior team members. Qualifications & Experience Extensive post-Chartership professional experience. Postgraduate qualification in Town Planning or a related field. Chartered Member of the Royal Town Planning Institute (RTPI). Full UK driving licence. What's on Offer Competitive salary up to £55,000 (DOE). Pension scheme and benefits package. Support for professional memberships and continued career development. Opportunity to work on varied, high-quality projects within a supportive, independent consultancy environment. This is a unique opportunity to join a respected planning practice where your expertise will be valued, and your career progression encouraged. To apply, please send a copy of your CV to Georgia Cookson and call (phone number removed) for a confidential discussion. If you'd like to see the full job description, please attach a cover letter or contact us directly. If this role isn't quite the right fit, but you're an experienced Town Planner seeking new opportunities, we'd still love to hear from you. Job Reference: 62950
Berrys We are team of forward-thinking chartered surveyors, town planners, architects, business consultants, heritage consultants and engineers offering all property-related services under one roof. Whether our clients are from the commercial, residential or rural sectors, drawing on experience across all service areas allows us to see the full picture. With a clear understanding of the challenges our clients face and the attention to detail that we apply to every aspect of a project, we can find solutions that maximise the potential of their land, property and business. With offices across the UK and a strong reputation both locally and regionally of providing high quality professional advice, we are dedicated to helping our clients navigate the ever-changing landscape of property. Berrys is seeking an ambitious, qualified Rural Business Consultant to join our Towcester office and to take on a wide range of professional work. You will have the opportunity to become an integral part of the business within a highly motivated team with significant career progression opportunities. About the Business Consultant Role Areas of professional work will include: • Provision of business solutions to farmers and landowners • Farm business management and diversification advice • Assisting with the management of our in hand farm portfolio • Providing clients with practical advice on grants and subsidies including the profitable implementation of environmental schemes • Preparation of profit and cashflow budgets for business planning • Practical and entrepreneurial advice on renewable technologies • Managing and developing client relationships (new and existing) • Supporting delivery of the business plan • Assisting in the delivery of agreed financial targets and being responsible for managing own performance About the individual for the Rural Business Consultant Role • Two to four years post graduate experience • Have a practical understanding of business, agriculture, land and property • Ability to operate independently and work as a team but also know when to refer to a senior colleague for advice • Will be actively seeking to build their professional network • Will take ownership of their budget and will manage their workload to meet this • Self-motivated and can act on own initiative • Strong written and verbal communication skills • Strong IT competence • Access to a vehicle with insurance for business Hours: 37.5 hours per week, to be worked flexibly Monday-Friday. Rural Business Consultant Role Benefits The Rural Business Consultant Role role sits within a friendly and supportive team where you will have opportunities to develop your skills. The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all We have an Employee Assistance Programme, including a health plan and annual flu jab We have an agile working philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We also give an additional day of holiday for every 3 years of service Potential for discretionary bonus We provide an enhanced workplace pension scheme operated through The National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes CLOSING DATE: 12/12/2025 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Dec 12, 2025
Full time
Berrys We are team of forward-thinking chartered surveyors, town planners, architects, business consultants, heritage consultants and engineers offering all property-related services under one roof. Whether our clients are from the commercial, residential or rural sectors, drawing on experience across all service areas allows us to see the full picture. With a clear understanding of the challenges our clients face and the attention to detail that we apply to every aspect of a project, we can find solutions that maximise the potential of their land, property and business. With offices across the UK and a strong reputation both locally and regionally of providing high quality professional advice, we are dedicated to helping our clients navigate the ever-changing landscape of property. Berrys is seeking an ambitious, qualified Rural Business Consultant to join our Towcester office and to take on a wide range of professional work. You will have the opportunity to become an integral part of the business within a highly motivated team with significant career progression opportunities. About the Business Consultant Role Areas of professional work will include: • Provision of business solutions to farmers and landowners • Farm business management and diversification advice • Assisting with the management of our in hand farm portfolio • Providing clients with practical advice on grants and subsidies including the profitable implementation of environmental schemes • Preparation of profit and cashflow budgets for business planning • Practical and entrepreneurial advice on renewable technologies • Managing and developing client relationships (new and existing) • Supporting delivery of the business plan • Assisting in the delivery of agreed financial targets and being responsible for managing own performance About the individual for the Rural Business Consultant Role • Two to four years post graduate experience • Have a practical understanding of business, agriculture, land and property • Ability to operate independently and work as a team but also know when to refer to a senior colleague for advice • Will be actively seeking to build their professional network • Will take ownership of their budget and will manage their workload to meet this • Self-motivated and can act on own initiative • Strong written and verbal communication skills • Strong IT competence • Access to a vehicle with insurance for business Hours: 37.5 hours per week, to be worked flexibly Monday-Friday. Rural Business Consultant Role Benefits The Rural Business Consultant Role role sits within a friendly and supportive team where you will have opportunities to develop your skills. The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all We have an Employee Assistance Programme, including a health plan and annual flu jab We have an agile working philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We also give an additional day of holiday for every 3 years of service Potential for discretionary bonus We provide an enhanced workplace pension scheme operated through The National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes CLOSING DATE: 12/12/2025 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Senior/Principal Planner Job in Leeds, Yorkshire New opening for a Senior/Principal Planner role with an Architectural and Planning Consultancy based in Leeds, Yorkshire. If you're looking for a position with a close-knit collaborative team that work on a varied portfolio of work and will support with your career advancement, then this could be the opportunity for you! As an experienced Planner, you
Dec 12, 2025
Full time
Senior/Principal Planner Job in Leeds, Yorkshire New opening for a Senior/Principal Planner role with an Architectural and Planning Consultancy based in Leeds, Yorkshire. If you're looking for a position with a close-knit collaborative team that work on a varied portfolio of work and will support with your career advancement, then this could be the opportunity for you! As an experienced Planner, you
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing. You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients. Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Paraplanner Requirements You must be an experienced Paraplanner with strong technical expertise You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status Our client is focused on values driven individuals who are motivated by delivering great service to clients Paraplanner Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Folkestone Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 12, 2025
Full time
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing. You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients. Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there. The Company Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand. Paraplanner Requirements You must be an experienced Paraplanner with strong technical expertise You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status Our client is focused on values driven individuals who are motivated by delivering great service to clients Paraplanner Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Folkestone Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Dec 12, 2025
Full time
Our client in Cardiff is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period.
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Dec 12, 2025
Full time
Our client in Pontyclun is looking for a Client Administrator to join their friendly and professional team. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork. What you'll be doing: Owning the end-to-end new business application process. Processing new business within agreed service standards Liaising with providers and third parties to keep cases moving. Working with colleagues, providers, solicitors, accountants and other professionals. Actioning Letters of Authority and Transfers of Authority. Ensuring clients and providers receive accurate documentation. Taking incoming calls and delivering a professional, compliant service. Handling daily post, scanning and allocating documents and issuing documentation. What we're looking for: Previous experience within a Financial Services environment (IFA or similar) CII RO qualifications 1-4 would be desirable (however our client will support & pay for study towards this). A detail-focused, highly organised administrator. A confident communicator who builds positive relationships. A proactive problem-solver who takes ownership and follows things through. A flexible team member who's ready to adapt in a growing business. Salary & Benefits: Salary will be between 28-32k depending on experience (potentially more for qualified candidates) - plus full company benefits: Yearly bonus based on company and personal performance (up to 10%). BUPA Private Medical Insurance. Pension Plan (5% ER and minimum 3% EE). Medicash Health Cash Plan. Group Income Protection (75% of base salary). Group Life Assurance (4x base salary). 28 days holiday (rising to 30 after 2 years' service). Hybrid working after probationary period. Free parking on-site.
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Dec 12, 2025
Full time
Our client is seeking an experienced and organised Investment Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products. Company Benefits: Competitive salary reflecting experience and ability. Pension scheme and medical insurance. Support for personal development, including exam guidance, study leave and costs covered. Internal training to understand systems, products and processes. Time off for CPD and relevant professional events. Experience and Skills Requirements Familiarity with back-office investment systems and platforms. Experience with fund switch reports and investment review processes. Minimum CF1 (or equivalent) qualification. At least 2 years experience dealing directly with clients in financial services. Good knowledge of pensions, investments, life assurance and mortgages. Key Responsibilities: Provide administrative support throughout the sales and client review process. Prepare and manage regular client investment reviews. Communicate effectively with clients via phone, email and letters. Demonstrate initiative and sound judgment when handling administrative tasks. Maintain well-organised client files and accurate records. Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly. Process new business applications and ensure documentation accuracy. Manage incoming and outgoing post efficiently. Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations. Work with investment platforms and interpret fund valuations in client portfolios. Attend internal and external training as required and stay up-to-date with relevant regulations. Undertake other duties as reasonably requested. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
Dec 12, 2025
Full time
Thrive Trowbridge are delighted to be working with our client, a highly regarded and rapidly expanding financial services firm who seek a confident and proactive Head of Administration. You will be responsible for: In this key role you will managing the busy support function Leading, developing, and mentoring the administration team Ensuring the smooth day-to-day running of all administrative operations Implementing and refining processes, systems, and workflows as the firm continues to scale Working closely with Advisers, Paraplanners and leadership to enhance client service delivery Taking a hands-on approach where needed while also driving team performance and continuous improvement What you will need to succeed: Proven experience in a similar role within wealth management or financial planning is essential A strong track record of managing people and improving administrative output The ability to take charge of a busy and growing team from day one Excellent organisational and communication skills A collaborative and approachable leadership style The ability to effectively communicate with a range of stakeholders at all levels What you will receive in return : Competitive salary Full-time Monday to Friday 100% office based Generous holiday entitlement and benefits package This is a pivotal role for someone who can bring efficiency and leadership to a successful and evolving team A supportive, ambitious firm with genuine career-development opportunities What you need to do next: If this position sounds of interest and you would like to be considered, please email (url removed) Thrive Group are acting as an employment agency in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. INDTRO
We're recruiting for a small, fun and growing team within an international business that distribute well-known products/brands mainly across the UK and Europe. We are specifically looking for a Stock & Sales Planner to join their team on a temp to perm basis in their Milton Keynes based office. Chances in this company don't arise too often and this one is now live because this team has seen a huge growth in revenue over the past 3-4 years and the introduction of new brands into the existing portfolio. This new member would take responsibility for planning and developing these new brands. As the brands are new to the organisation, it gives the candidate the opportunity to have immediate impact and make your mark with the business. This small team are seen as the "hub" of the office and get involved in all departments from finance and ecomm, to marketing and international orders. Day-to-day you'd be dealing with all sorts too from ranging, forecasting, stock management, pricing, stock/sales analysis and so much more! This role is going to be ideal for someone that's touched on some form of Merchandising, Buying or even more of an analytical type of role. The plan for this person to work with some of their "small and growing" brands to work with as each of them will teach you different parts of the business, making this a really exciting opportunity. On top of the above, ideally you'll need to be skilled on Excel, nothing too advanced, but the ability to work on sheets, databases and use vlookups, pivot tables and more would be very useful in this role. There is a very positive atmosphere in this team and company, with fantastic benefits including hybrid working, free coffee machine, healthy snacks, themed lunch events, fitness incentives as well as free seasonal stock for staff multiple times a year. The company's offices are based in central Milton Keynes, there is subsidised parking on site at a cheaper rate for employees - Although the company do operate on a hybrid basis, meaning you'd only need to be on-site 2 days a week and will be working 3 days remotely per week, working Monday to Friday. You'd be working a standard Monday to Friday and 9am to 5pm in this role too. This is a temporary position to start, with the role expected to go permanent after 5 months. The permanent role will be paying a salary of up to 26k to 30k plus the numerous benefits on offer and whilst temping you'll be earning the hourly equivalent to this, on a weekly basis. What to expect day-to-day: Reporting: Create, maintain, review and publish regular/ad hoc reports to the wider business. Forecasting: Assist in creating and maintaining the seasonal sales forecasts with a view to owning the forecasts for 3x brands. Stock Management: Review our stock levels, highlighting any gaps and suggest stock transfers where necessary to ensure the right stock is in the right place at the right time. Stock Transfers: Create internal stock transfer orders between EU warehouses as well as from the US and Asia. Price Lists: Create, maintain and publish price lists to ensure customers have the latest product and pricing information. Perform ad-hoc tasks: Assist the Sales Planning Manager with ad-hoc planning tasks as required. What do we need from you: Prior experience in a relevant role is desired - Merchandising, Buying, Analytics Confident on MS Excel, capable of working on spreadsheets. Great internal and external level communication skills are going to be essential. The ability to get to Milton Keynes at least twice a week is a must. Please do not hesitate to call and speak to Bobby on (phone number removed), we are recruiting for this position immediately and looking to book in interviews with a view to starting with this company right away. Looking for the next step in your career? Think Specialist Recruitment. Think Specialist Recruitment is an independent support staff recruitment agency based in Hemel Hempstead and working across the Herts, Beds and Bucks area. We specialise in permanent, temporary and contract recruitment with areas of expertise including: administration, customer service/call centre, PA/secretarial, human resources, accountancy and finance, sales admin/sales support, marketing and IT Helpdesk/IT support.
Dec 12, 2025
Full time
We're recruiting for a small, fun and growing team within an international business that distribute well-known products/brands mainly across the UK and Europe. We are specifically looking for a Stock & Sales Planner to join their team on a temp to perm basis in their Milton Keynes based office. Chances in this company don't arise too often and this one is now live because this team has seen a huge growth in revenue over the past 3-4 years and the introduction of new brands into the existing portfolio. This new member would take responsibility for planning and developing these new brands. As the brands are new to the organisation, it gives the candidate the opportunity to have immediate impact and make your mark with the business. This small team are seen as the "hub" of the office and get involved in all departments from finance and ecomm, to marketing and international orders. Day-to-day you'd be dealing with all sorts too from ranging, forecasting, stock management, pricing, stock/sales analysis and so much more! This role is going to be ideal for someone that's touched on some form of Merchandising, Buying or even more of an analytical type of role. The plan for this person to work with some of their "small and growing" brands to work with as each of them will teach you different parts of the business, making this a really exciting opportunity. On top of the above, ideally you'll need to be skilled on Excel, nothing too advanced, but the ability to work on sheets, databases and use vlookups, pivot tables and more would be very useful in this role. There is a very positive atmosphere in this team and company, with fantastic benefits including hybrid working, free coffee machine, healthy snacks, themed lunch events, fitness incentives as well as free seasonal stock for staff multiple times a year. The company's offices are based in central Milton Keynes, there is subsidised parking on site at a cheaper rate for employees - Although the company do operate on a hybrid basis, meaning you'd only need to be on-site 2 days a week and will be working 3 days remotely per week, working Monday to Friday. You'd be working a standard Monday to Friday and 9am to 5pm in this role too. This is a temporary position to start, with the role expected to go permanent after 5 months. The permanent role will be paying a salary of up to 26k to 30k plus the numerous benefits on offer and whilst temping you'll be earning the hourly equivalent to this, on a weekly basis. What to expect day-to-day: Reporting: Create, maintain, review and publish regular/ad hoc reports to the wider business. Forecasting: Assist in creating and maintaining the seasonal sales forecasts with a view to owning the forecasts for 3x brands. Stock Management: Review our stock levels, highlighting any gaps and suggest stock transfers where necessary to ensure the right stock is in the right place at the right time. Stock Transfers: Create internal stock transfer orders between EU warehouses as well as from the US and Asia. Price Lists: Create, maintain and publish price lists to ensure customers have the latest product and pricing information. Perform ad-hoc tasks: Assist the Sales Planning Manager with ad-hoc planning tasks as required. What do we need from you: Prior experience in a relevant role is desired - Merchandising, Buying, Analytics Confident on MS Excel, capable of working on spreadsheets. Great internal and external level communication skills are going to be essential. The ability to get to Milton Keynes at least twice a week is a must. Please do not hesitate to call and speak to Bobby on (phone number removed), we are recruiting for this position immediately and looking to book in interviews with a view to starting with this company right away. Looking for the next step in your career? Think Specialist Recruitment. Think Specialist Recruitment is an independent support staff recruitment agency based in Hemel Hempstead and working across the Herts, Beds and Bucks area. We specialise in permanent, temporary and contract recruitment with areas of expertise including: administration, customer service/call centre, PA/secretarial, human resources, accountancy and finance, sales admin/sales support, marketing and IT Helpdesk/IT support.
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRmsth JBRP1_UKTJ
Dec 12, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRmsth JBRP1_UKTJ
Job Title: Fixed Wing CAMO Planner Location: Oxford Hours: Full-time, standard office hours with flexibility for on-call duties Salary: £45k-£60k DOE Role Overview: As a CAMO Engineer Planner, you will play a pivotal role in ensuring the continuing airworthiness of a diverse range of business jets click apply for full job details
Dec 12, 2025
Full time
Job Title: Fixed Wing CAMO Planner Location: Oxford Hours: Full-time, standard office hours with flexibility for on-call duties Salary: £45k-£60k DOE Role Overview: As a CAMO Engineer Planner, you will play a pivotal role in ensuring the continuing airworthiness of a diverse range of business jets click apply for full job details
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRmsth JBRP1_UKTJ
Dec 12, 2025
Full time
Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for : General correspondence with both clients and policy providers Submitting any new business on behalf of clients Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting Preparation of client reports What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance essential A background supporting an IFA or technical experience within a financial services organisation First rate communication skills face to face, over the phone and email Excellent attention to detail and ability to work to deadlines and under pressure RO1, CF1, FA1 or equivalent would also be beneficial A good range of IT skills What you will receive in return: To £31,000 per annum (DOE) Quarterly Bonus scheme (based on company and personal performance) Excellent benefits including health cover Monday to Friday - 37.5 hours per week 100% office based Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please email co.uk Thrive Group are acting as an employment business in relationship to this vacancy. If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion. PRmsth JBRP1_UKTJ
Senior Town Planner - Housebuilder Experience Essential Location: Chelmsford Salary: Competitive + Benefits Employer: Leading UK Housebuilder I am partnering with a well-established, reputable residential developer to recruit a Senior Town Planner to join their growing team. This is a fantastic opportunity for an experienced planning professional with a strong background in the housebuilding sector to take on a strategic and influential role within a successful development business. The Role As Senior Town Planner, you will play a key role in guiding the business through the planning process from site identification to consent. You'll work closely with land, design, and technical teams to shape high-quality, deliverable residential schemes. Key Responsibilities Lead planning strategy on new and existing residential developments Prepare, manage, and submit planning applications Liaise and negotiate with local authorities, stakeholders, and consultants Provide expert planning advice to internal teams Support site appraisals and help identify new land opportunities Ensure compliance with relevant planning legislation and policy changes About You Proven experience working for a housebuilder , residential developer, or planning consultancy with housebuilder clients Strong understanding of the UK planning system and residential development Excellent communication, negotiation, and report-writing skills Ability to work independently and manage multiple projects concurrently MRTPI qualified (or working toward) preferred Why Apply? Join a respected and stable business with a strong project pipeline Be part of a collaborative, supportive planning team Genuine opportunities for progression Competitive salary package and flexible working options If you're a driven Senior Town Planner looking for your next challenge in residential development, I'd love to hear from you. Apply confidentially today or contact me directly for an informal discussion.
Dec 12, 2025
Full time
Senior Town Planner - Housebuilder Experience Essential Location: Chelmsford Salary: Competitive + Benefits Employer: Leading UK Housebuilder I am partnering with a well-established, reputable residential developer to recruit a Senior Town Planner to join their growing team. This is a fantastic opportunity for an experienced planning professional with a strong background in the housebuilding sector to take on a strategic and influential role within a successful development business. The Role As Senior Town Planner, you will play a key role in guiding the business through the planning process from site identification to consent. You'll work closely with land, design, and technical teams to shape high-quality, deliverable residential schemes. Key Responsibilities Lead planning strategy on new and existing residential developments Prepare, manage, and submit planning applications Liaise and negotiate with local authorities, stakeholders, and consultants Provide expert planning advice to internal teams Support site appraisals and help identify new land opportunities Ensure compliance with relevant planning legislation and policy changes About You Proven experience working for a housebuilder , residential developer, or planning consultancy with housebuilder clients Strong understanding of the UK planning system and residential development Excellent communication, negotiation, and report-writing skills Ability to work independently and manage multiple projects concurrently MRTPI qualified (or working toward) preferred Why Apply? Join a respected and stable business with a strong project pipeline Be part of a collaborative, supportive planning team Genuine opportunities for progression Competitive salary package and flexible working options If you're a driven Senior Town Planner looking for your next challenge in residential development, I'd love to hear from you. Apply confidentially today or contact me directly for an informal discussion.
Oakley Recruitment is working in partnership with an expanding organisation based in Newcastle Under-Lyme. This is an excellent opportunity to join the team as a Financial Planner on a full-time permanent basis Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships click apply for full job details
Dec 12, 2025
Full time
Oakley Recruitment is working in partnership with an expanding organisation based in Newcastle Under-Lyme. This is an excellent opportunity to join the team as a Financial Planner on a full-time permanent basis Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships click apply for full job details
