Opportunity: Associate Director - Technical Authoring Lead, Infrastructure Pursuits Location: London, Bath, Bristol, Manchester, or Leeds (Hybrid) Salary: Circa 70k plus car allowance and bonus Are you a senior technical author looking to take the next step in your career? Our client, a leading global engineering and consultancy firm, is seeking an Associate Director - Technical Authoring Lead to join their Infrastructure Pursuits team. This is a rare opportunity to lead the creation of high-quality, technically compelling proposals across major UK and international infrastructure projects, including Highways, Rail, Water, Energy, and Environment. The Role: As the Technical Authoring Lead, you will be responsible for: Leading the authorship of technically detailed, high-scoring bid responses. Translating complex engineering and infrastructure solutions into clear, persuasive narratives. Collaborating with multidisciplinary teams, including technical specialists, bid coordinators, and senior leadership, to ensure bids meet client requirements and evaluation criteria. Mentoring and developing other technical contributors, driving continuous improvement in bid writing quality. Managing quality assurance and stage reviews, ensuring consistency, compliance, and alignment with commercial and delivery strategies. The Ideal Candidate: We are looking for someone with: Extensive experience managing complex public-sector infrastructure bids in engineering, construction, or consultancy environments. Extensive experience writing technical and detailed bids on SPaTS3, SCAPE and other Highways sector frameworks A strong track record of producing high-scoring, winning bid submissions. Exceptional technical writing, editing, and structuring skills. Proven ability to influence, engage, and coordinate multidisciplinary teams. Excellent organisational skills and experience managing multiple bids concurrently. APMP membership or equivalent proposal management certification is highly desirable. Experience working in Design & Build environments or collaborating with consultants and contractors. Why This Role Is Exciting: Opportunity to work on high-profile infrastructure projects across the UK and internationally. Leadership role with real influence over bid strategy, quality, and team development. Flexible hybrid working arrangements with a strong focus on work-life balance. Competitive benefits including private medical, pension, life assurance, and flexible perks. This is a career-defining opportunity for an experienced technical author or senior bid professional looking to step into a leadership position with a market-leading firm. Apply Today: If you are a technically literate bid-writing leader ready to shape winning infrastructure proposals, we'd love to hear from you.
Dec 10, 2025
Full time
Opportunity: Associate Director - Technical Authoring Lead, Infrastructure Pursuits Location: London, Bath, Bristol, Manchester, or Leeds (Hybrid) Salary: Circa 70k plus car allowance and bonus Are you a senior technical author looking to take the next step in your career? Our client, a leading global engineering and consultancy firm, is seeking an Associate Director - Technical Authoring Lead to join their Infrastructure Pursuits team. This is a rare opportunity to lead the creation of high-quality, technically compelling proposals across major UK and international infrastructure projects, including Highways, Rail, Water, Energy, and Environment. The Role: As the Technical Authoring Lead, you will be responsible for: Leading the authorship of technically detailed, high-scoring bid responses. Translating complex engineering and infrastructure solutions into clear, persuasive narratives. Collaborating with multidisciplinary teams, including technical specialists, bid coordinators, and senior leadership, to ensure bids meet client requirements and evaluation criteria. Mentoring and developing other technical contributors, driving continuous improvement in bid writing quality. Managing quality assurance and stage reviews, ensuring consistency, compliance, and alignment with commercial and delivery strategies. The Ideal Candidate: We are looking for someone with: Extensive experience managing complex public-sector infrastructure bids in engineering, construction, or consultancy environments. Extensive experience writing technical and detailed bids on SPaTS3, SCAPE and other Highways sector frameworks A strong track record of producing high-scoring, winning bid submissions. Exceptional technical writing, editing, and structuring skills. Proven ability to influence, engage, and coordinate multidisciplinary teams. Excellent organisational skills and experience managing multiple bids concurrently. APMP membership or equivalent proposal management certification is highly desirable. Experience working in Design & Build environments or collaborating with consultants and contractors. Why This Role Is Exciting: Opportunity to work on high-profile infrastructure projects across the UK and internationally. Leadership role with real influence over bid strategy, quality, and team development. Flexible hybrid working arrangements with a strong focus on work-life balance. Competitive benefits including private medical, pension, life assurance, and flexible perks. This is a career-defining opportunity for an experienced technical author or senior bid professional looking to step into a leadership position with a market-leading firm. Apply Today: If you are a technically literate bid-writing leader ready to shape winning infrastructure proposals, we'd love to hear from you.
We're reimagining work/life balance - and you could be part of it. At OFG, we're proud to be part of the 4-Day Working Week trial - a bold step toward giving our teams more time to recharge, refresh, and enjoy life outside of work. That means you could be working 80% of your usual hours, while still earning 100% of your pay. If the trial proves successful, we'll roll out the 4DWW across the Group - making now the perfect time to join and help shape the future of work. Job Title: Clinical Quality Reviewer Location: Home based with travel throughout the UK Salary : £38,000 per annum Reports to: Director of Clinical Practice & Standards Accountable to Director of Clinical Practice & Standards About the Role: As the Clinical Quality Reviewer, you will provide independent assurance of clinical practice across Outcomes First Group by conducting regular, nationwide quality reviews of clinical provision within our schools and services. In this pivotal role, you will assess compliance against agreed standards, reporting your findings to the Director of Clinical Practice & Standards and helping to embed a culture of continuous improvement, transparency, and regulatory compliance. Your responsibilities will include reviewing timetables, client sessions, clinical notes, and adherence to policies, with the goal of identifying areas for improvement and ensuring operational teams are held to account. You will be crucial in preparing the Group for external inspections and will travel extensively across the UK to perform your duties. If you have a professional background in health, education, or social care and strong experience in quality assurance and compliance, we invite you to apply. Quality Assurance & Review Conduct regular on-site reviews of clinical provision across OFG schools and services. Assess compliance against the Group's clinical quality checklist, including: Timetables and caseload allocation. Number and quality of client sessions delivered. Client and family feedback. Quality and timeliness of clinical notes and reports. Use of clinical software and systems. Adherence to Group policies and regulatory standards. Punctuality, attendance, and professional conduct. Provide clear, evidence-based feedback to site leaders and clinical teams. Identify areas of good practice and share recommendations for improvement. Reporting & Compliance Produce accurate, timely reports for the Director of Clinical Practice & Standards. Ensure that findings are followed up and that improvement actions are tracked. Escalate safeguarding or significant compliance risks immediately in line with policy. Support the Group's preparation for CQC, Ofsted, and other external inspections. Collaboration & Support Work with Regional Clinical Leads to align review activity with professional standards. Provide constructive challenge to local teams, supporting them to improve practice. Contribute to the ongoing refinement of the Group's quality assurance framework. Support training and development initiatives related to audit findings. Essential Criteria Professional background in health, education, or social care (e.g. nursing, social work, psychology, therapy). Strong understanding of clinical governance and quality assurance in regulated services. Experience of undertaking audits, reviews, or compliance checks. Ability to analyse information, identify risks, and make evidence-based recommendations. Excellent communication and report-writing skills. Confidence to challenge and hold others to account. Willingness to travel extensively across the UK. Desirable Experience working in SEND, education, or multi-site organisations. Knowledge of regulatory frameworks (CQC, Ofsted, HCPC, BPS, RCOT, RCSLT). Experience of leading or supporting improvement projects following audits. About the Group Outcomes First Group is the leading provider of world-class education. Our schools are a vital part of local communities in England, Scotland and Wales, with a renowned reputation for quality and positive outcomes for the children and young people we educate. Our divisional brands include Acorn Education, Options Autism and Momenta Connect. Our Acorn schools are there to meet the social and emotional needs of pupils who have faced trauma or adversity, equipping them for life's important steps. Our Options Autism schools support autistic pupils to value their uniqueness and access the world in their own way. Another division, Momenta Connect, supports young people to overcome barriers and engage with education. While our most recent addition, Blenheim Schools, enables outstanding futures through high-quality independent and international schools. Our Vision Empower every child, whatever their ability, with a world-class education that nurtures potential, inspires lifelong learning, and equips them to thrive in a diverse and evolving world. Our Mission We commit to unlocking our pupils' potential through personalised learning, innovation, and opportunity, supporting growth and aspirations. Our Promise WE LISTEN. We never assume. WE WORK TOGETHER. To make the remarkable happen. WE ARE ACCOUNTABLE. To each other and for one another. We are proud to say that in 2024, Outcomes First Group were officially certified as a 'Great Place to Work' for the fifth year running, and in 2025 Outcomes First Group has been officially recognised as one of the UK's Best Workplaces in Education & Training. For more information on the group please visit: For further information on this role please refer the Job Description and Person Specification attached. To discuss this role in more detail, please contact Benefits Your health and wellbeing are important to us, so you'll get an exceptional reward package including: Life Assurance Pension scheme with options to increase your contributions "Your Wellbeing Matters" - access to a wide range of first-class mental health support services and physical health checks Work 4 days, be paid for 5 T&C's apply - following successful completion of the probation period And a market-leading benefit offering through our Flexible Benefits Platform, Vista, enables you to choose the package that's right for you, including: A wide range of health, wellbeing, and insurance benefits 100's of discount options valid in the UK and abroad Cycle to Work Schemes Electric Car Purchase Scheme Critical illness cover We are committed to safeguarding and promoting the welfare of children and young people and we expect all employees to share this commitment and undertake appropriate checks. All applicants will be subject to social media checks and successful applicants to a fully enhanced DBS We are an Equal Opportunities Employer. Please note: 4DWW is subject to successful completion of your probation period and is not a contractual benefit. We reserve the right to close the vacancy early if we receive a high volume of suitable applications. Outcomes First Group is committed to carrying out a fair, thorough and efficient recruitment process in line with Keeping Children Safe in Education. Whilst we aim to keep applicants informed throughout, Outcomes First Group does not accept liability for any loss of earnings or other associated costs incurred by applicants as a result of delays or changes in the compliance process. All stages of the compliance process are subject to necessary safeguarding checks and compliance with statutory requirements, which may affect timescales.
Oct 01, 2025
Full time
We're reimagining work/life balance - and you could be part of it. At OFG, we're proud to be part of the 4-Day Working Week trial - a bold step toward giving our teams more time to recharge, refresh, and enjoy life outside of work. That means you could be working 80% of your usual hours, while still earning 100% of your pay. If the trial proves successful, we'll roll out the 4DWW across the Group - making now the perfect time to join and help shape the future of work. Job Title: Clinical Quality Reviewer Location: Home based with travel throughout the UK Salary : £38,000 per annum Reports to: Director of Clinical Practice & Standards Accountable to Director of Clinical Practice & Standards About the Role: As the Clinical Quality Reviewer, you will provide independent assurance of clinical practice across Outcomes First Group by conducting regular, nationwide quality reviews of clinical provision within our schools and services. In this pivotal role, you will assess compliance against agreed standards, reporting your findings to the Director of Clinical Practice & Standards and helping to embed a culture of continuous improvement, transparency, and regulatory compliance. Your responsibilities will include reviewing timetables, client sessions, clinical notes, and adherence to policies, with the goal of identifying areas for improvement and ensuring operational teams are held to account. You will be crucial in preparing the Group for external inspections and will travel extensively across the UK to perform your duties. If you have a professional background in health, education, or social care and strong experience in quality assurance and compliance, we invite you to apply. Quality Assurance & Review Conduct regular on-site reviews of clinical provision across OFG schools and services. Assess compliance against the Group's clinical quality checklist, including: Timetables and caseload allocation. Number and quality of client sessions delivered. Client and family feedback. Quality and timeliness of clinical notes and reports. Use of clinical software and systems. Adherence to Group policies and regulatory standards. Punctuality, attendance, and professional conduct. Provide clear, evidence-based feedback to site leaders and clinical teams. Identify areas of good practice and share recommendations for improvement. Reporting & Compliance Produce accurate, timely reports for the Director of Clinical Practice & Standards. Ensure that findings are followed up and that improvement actions are tracked. Escalate safeguarding or significant compliance risks immediately in line with policy. Support the Group's preparation for CQC, Ofsted, and other external inspections. Collaboration & Support Work with Regional Clinical Leads to align review activity with professional standards. Provide constructive challenge to local teams, supporting them to improve practice. Contribute to the ongoing refinement of the Group's quality assurance framework. Support training and development initiatives related to audit findings. Essential Criteria Professional background in health, education, or social care (e.g. nursing, social work, psychology, therapy). Strong understanding of clinical governance and quality assurance in regulated services. Experience of undertaking audits, reviews, or compliance checks. Ability to analyse information, identify risks, and make evidence-based recommendations. Excellent communication and report-writing skills. Confidence to challenge and hold others to account. Willingness to travel extensively across the UK. Desirable Experience working in SEND, education, or multi-site organisations. Knowledge of regulatory frameworks (CQC, Ofsted, HCPC, BPS, RCOT, RCSLT). Experience of leading or supporting improvement projects following audits. About the Group Outcomes First Group is the leading provider of world-class education. Our schools are a vital part of local communities in England, Scotland and Wales, with a renowned reputation for quality and positive outcomes for the children and young people we educate. Our divisional brands include Acorn Education, Options Autism and Momenta Connect. Our Acorn schools are there to meet the social and emotional needs of pupils who have faced trauma or adversity, equipping them for life's important steps. Our Options Autism schools support autistic pupils to value their uniqueness and access the world in their own way. Another division, Momenta Connect, supports young people to overcome barriers and engage with education. While our most recent addition, Blenheim Schools, enables outstanding futures through high-quality independent and international schools. Our Vision Empower every child, whatever their ability, with a world-class education that nurtures potential, inspires lifelong learning, and equips them to thrive in a diverse and evolving world. Our Mission We commit to unlocking our pupils' potential through personalised learning, innovation, and opportunity, supporting growth and aspirations. Our Promise WE LISTEN. We never assume. WE WORK TOGETHER. To make the remarkable happen. WE ARE ACCOUNTABLE. To each other and for one another. We are proud to say that in 2024, Outcomes First Group were officially certified as a 'Great Place to Work' for the fifth year running, and in 2025 Outcomes First Group has been officially recognised as one of the UK's Best Workplaces in Education & Training. For more information on the group please visit: For further information on this role please refer the Job Description and Person Specification attached. To discuss this role in more detail, please contact Benefits Your health and wellbeing are important to us, so you'll get an exceptional reward package including: Life Assurance Pension scheme with options to increase your contributions "Your Wellbeing Matters" - access to a wide range of first-class mental health support services and physical health checks Work 4 days, be paid for 5 T&C's apply - following successful completion of the probation period And a market-leading benefit offering through our Flexible Benefits Platform, Vista, enables you to choose the package that's right for you, including: A wide range of health, wellbeing, and insurance benefits 100's of discount options valid in the UK and abroad Cycle to Work Schemes Electric Car Purchase Scheme Critical illness cover We are committed to safeguarding and promoting the welfare of children and young people and we expect all employees to share this commitment and undertake appropriate checks. All applicants will be subject to social media checks and successful applicants to a fully enhanced DBS We are an Equal Opportunities Employer. Please note: 4DWW is subject to successful completion of your probation period and is not a contractual benefit. We reserve the right to close the vacancy early if we receive a high volume of suitable applications. Outcomes First Group is committed to carrying out a fair, thorough and efficient recruitment process in line with Keeping Children Safe in Education. Whilst we aim to keep applicants informed throughout, Outcomes First Group does not accept liability for any loss of earnings or other associated costs incurred by applicants as a result of delays or changes in the compliance process. All stages of the compliance process are subject to necessary safeguarding checks and compliance with statutory requirements, which may affect timescales.
Role Overview An exciting opportunity has arisen for a Building Surveyor to join our Architecture & Building Surveying (ABS) team.You'll be based out of our Cirencester office, and your focus will be in the following areas: • Contract administration and project monitoring• Building surveys and report writing• Schedules of Condition and planned preventative maintenance programmes• Preparing tenders and contract documents• Advising on appointing contractors, designers and procurement routes• Preparing scheme designs and specifications of works• Preparing schedules of dilapidations• Advising on the preservation/conservation of historic buildings• Full understanding of CDM2015 duties• Preparation of Building regulations applications• Demonstrating a genuine understanding of Professional building surveying• Working to a high standard with strong client care and managing existing clients• Holds own client or client agent relationships on a day-to-day basis and becomes first point of contact for a client and with minimal oversight by others.• Has the confidence of their manager/director to take the lead on managing a client relationship.• Demonstrates effective time management to deliver instructions to deadlines and meets PowerBi KPI measures.• At a level where you are able to lead and develop others, have a full understanding of the relevant standards associated with the technical work.• Input into the development of the service line standard and undertake the role of skills leader effectively.• Demonstrating an awareness of all RICS guidelines and best practices relating to Party Wall Act, project management, Employers Agent and Reinstatement Cost Assessments. Click here to download the full job specification. Please ensure you read this before applying. What we offer you: Career and Professional Development 25-30 Days Annual Leave, depending on grade Life Assurance Private Medical Scheme Virtual GP Global Mobility Scheme Rewards Platform Company Pension Scheme Enhanced Incremental Annual Leave Find out more about Savills offer Team Overview Savills ABS team provides advice on architecture and building consultancy, and works closely alongside colleagues in rural planning, estate management, forestry, professional consultancy (tax, valuation, expert witness), farms and estate sales and purchasing, food and farming, renewable energy, energy brokerage, mapping and strategic projects. Our clients range from private individuals, rural estates, companies as well as institutions and charities. The wider Rural division operates across the UK, with a network of 37 offices and a number of estate offices from Inverness in the North to Truro in the South-West. Recruitment agencies Savills only pay agency fees where we have a signed agreement in place and that agency has been previously contacted and directed by a member of our recruitment team. We do not pay agency fees when speculative and unsolicited CVs are submitted to Savills or any of our employees other than via our careers website and through our recruitment process. If this is not adhered to, agency fees will not be paid.Submission of any unsolicited CVs or proposals to Savills will be deemed evidence of full and unlimited acceptance of this approach.
Sep 26, 2025
Full time
Role Overview An exciting opportunity has arisen for a Building Surveyor to join our Architecture & Building Surveying (ABS) team.You'll be based out of our Cirencester office, and your focus will be in the following areas: • Contract administration and project monitoring• Building surveys and report writing• Schedules of Condition and planned preventative maintenance programmes• Preparing tenders and contract documents• Advising on appointing contractors, designers and procurement routes• Preparing scheme designs and specifications of works• Preparing schedules of dilapidations• Advising on the preservation/conservation of historic buildings• Full understanding of CDM2015 duties• Preparation of Building regulations applications• Demonstrating a genuine understanding of Professional building surveying• Working to a high standard with strong client care and managing existing clients• Holds own client or client agent relationships on a day-to-day basis and becomes first point of contact for a client and with minimal oversight by others.• Has the confidence of their manager/director to take the lead on managing a client relationship.• Demonstrates effective time management to deliver instructions to deadlines and meets PowerBi KPI measures.• At a level where you are able to lead and develop others, have a full understanding of the relevant standards associated with the technical work.• Input into the development of the service line standard and undertake the role of skills leader effectively.• Demonstrating an awareness of all RICS guidelines and best practices relating to Party Wall Act, project management, Employers Agent and Reinstatement Cost Assessments. Click here to download the full job specification. Please ensure you read this before applying. What we offer you: Career and Professional Development 25-30 Days Annual Leave, depending on grade Life Assurance Private Medical Scheme Virtual GP Global Mobility Scheme Rewards Platform Company Pension Scheme Enhanced Incremental Annual Leave Find out more about Savills offer Team Overview Savills ABS team provides advice on architecture and building consultancy, and works closely alongside colleagues in rural planning, estate management, forestry, professional consultancy (tax, valuation, expert witness), farms and estate sales and purchasing, food and farming, renewable energy, energy brokerage, mapping and strategic projects. Our clients range from private individuals, rural estates, companies as well as institutions and charities. The wider Rural division operates across the UK, with a network of 37 offices and a number of estate offices from Inverness in the North to Truro in the South-West. Recruitment agencies Savills only pay agency fees where we have a signed agreement in place and that agency has been previously contacted and directed by a member of our recruitment team. We do not pay agency fees when speculative and unsolicited CVs are submitted to Savills or any of our employees other than via our careers website and through our recruitment process. If this is not adhered to, agency fees will not be paid.Submission of any unsolicited CVs or proposals to Savills will be deemed evidence of full and unlimited acceptance of this approach.
Associate, Wealth Planner Glasgow, G1 Reports To: Divisional Director - Wealth Planning Role Type: Permanent, Full-time Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week Salary: Up to £50,000 (dependent on skills, knowledge, and experience) Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions. Role Summary: We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business. Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business. About You: You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills. If you are looking for a rewarding opportunity with a company that values your professional growth, we would love to hear from you. Key Responsibilities: Client Support: Build and maintain strong client relationships, focusing on regular service reviews and client retention. Provide less complex advice, such as annual reviews, ISAs, and pension top-ups, ensuring clients receive suitable recommendations. Support clients in vulnerable circumstances by offering customised financial advice. Record meeting outcomes and ensure all client actions are completed within prescribed timelines. Paraplanning & Technical Support: Conduct research, complete calculations, and assist with cash-flow modelling. Prepare suitability reports and technical documentation to support recommendations. Identify future advice opportunities and raise them with senior planners for client discussion. Ensure all documentation is clear, fair, and in line with regulatory standards. Wealth Planning Administration: Assist with new business processing, client onboarding, valuations, and general client queries. Use XPlan or similar planning software to manage client data and financial plans. Development: Participate in Continuous Professional Development (CPD) to maintain and enhance your technical knowledge. Contribute to efficiency improvements and assist with firm-wide projects. Required Skills & Experience: Qualifications: Minimum RQF Level 4 (CII or equivalent) and commitment to achieving Advanced Diploma in Financial Planning (Level 6). Must hold a current Statement of Professional Standing (SPS) post-authorisation. Strong understanding of financial products and wealth planning services. Experience: A minimum of 3-5 years experience in paraplanning or a similar wealth planning role. Experience with paraplanning procedures, research, and report writing. Familiarity with XPlan or similar financial planning software is preferred but not essential. Skills: Strong numerical and analytical skills with excellent attention to detail. Ability to prioritise tasks effectively and meet deadlines. Excellent communication and client relationship-building skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Benefits & Career Development: Competitive salary up to £50,000, dependent on experience. 25 days holiday + bank holidays Hybrid working once probation is complete (6 months) Discretionary bonuses and pension contributions. Life assurance, income protection, and private medical insurance. Optional benefits: dental cover, flu jabs, Tastecard membership, and a share purchase plan. Career development plans to support your professional growth and progression. Access to a dynamic and fast-growing business with opportunities to make your mark. If you would like to apply then please email your CV to (url removed) or call Jade on (phone number removed) Closing date is 09.10.2025 - Please note this could change subject to suitable applications Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
Sep 21, 2025
Full time
Associate, Wealth Planner Glasgow, G1 Reports To: Divisional Director - Wealth Planning Role Type: Permanent, Full-time Working Hours: 8:30 AM to 5:00 PM, 37.5 hours per week Salary: Up to £50,000 (dependent on skills, knowledge, and experience) Hawk3 Talent Solutions, acting as an employment agency are hiring for our client within the wealth management sector. Our client is a fast-growing financial services firm offering a consultative, dynamic environment with a strong commitment to career development, ESG principles, and client-focused solutions. Role Summary: We are seeking an experienced Paraplanner with 3-5 years of experience to join our client's Wealth Planning team. This role offers a mix of paraplanning, client support, and administration activities, and provides a fantastic opportunity for professional development within a fast-paced, growing business. Once you are authorised and certificated, you will work closely with senior planners to deliver tailored wealth planning advice to clients, ensuring good client outcomes. You will also assist in paraplanning activities, provide technical support, and contribute to the ongoing success of the business. About You: You will be a motivated, results-driven individual with a passion for delivering exceptional client outcomes. You thrive in a fast-paced, team-oriented environment and are keen to develop your technical expertise and client relationship skills. If you are looking for a rewarding opportunity with a company that values your professional growth, we would love to hear from you. Key Responsibilities: Client Support: Build and maintain strong client relationships, focusing on regular service reviews and client retention. Provide less complex advice, such as annual reviews, ISAs, and pension top-ups, ensuring clients receive suitable recommendations. Support clients in vulnerable circumstances by offering customised financial advice. Record meeting outcomes and ensure all client actions are completed within prescribed timelines. Paraplanning & Technical Support: Conduct research, complete calculations, and assist with cash-flow modelling. Prepare suitability reports and technical documentation to support recommendations. Identify future advice opportunities and raise them with senior planners for client discussion. Ensure all documentation is clear, fair, and in line with regulatory standards. Wealth Planning Administration: Assist with new business processing, client onboarding, valuations, and general client queries. Use XPlan or similar planning software to manage client data and financial plans. Development: Participate in Continuous Professional Development (CPD) to maintain and enhance your technical knowledge. Contribute to efficiency improvements and assist with firm-wide projects. Required Skills & Experience: Qualifications: Minimum RQF Level 4 (CII or equivalent) and commitment to achieving Advanced Diploma in Financial Planning (Level 6). Must hold a current Statement of Professional Standing (SPS) post-authorisation. Strong understanding of financial products and wealth planning services. Experience: A minimum of 3-5 years experience in paraplanning or a similar wealth planning role. Experience with paraplanning procedures, research, and report writing. Familiarity with XPlan or similar financial planning software is preferred but not essential. Skills: Strong numerical and analytical skills with excellent attention to detail. Ability to prioritise tasks effectively and meet deadlines. Excellent communication and client relationship-building skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Benefits & Career Development: Competitive salary up to £50,000, dependent on experience. 25 days holiday + bank holidays Hybrid working once probation is complete (6 months) Discretionary bonuses and pension contributions. Life assurance, income protection, and private medical insurance. Optional benefits: dental cover, flu jabs, Tastecard membership, and a share purchase plan. Career development plans to support your professional growth and progression. Access to a dynamic and fast-growing business with opportunities to make your mark. If you would like to apply then please email your CV to (url removed) or call Jade on (phone number removed) Closing date is 09.10.2025 - Please note this could change subject to suitable applications Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
