? Exciting Opportunity: Site Administrator / Maintenance Support ? Location: On-site (with potential for hybrid working after training) BT3 Area ? Hours: Monday-Thursday 7:30am-4:00pm Friday 7:30am-12:30pm Rate of pay 16.00 per hour Are you highly organised, proactive, and ready to be part of a dynamic team keeping a busy plant running smoothly? We're looking for a motivated individual to join the Veolia team supporting maintenance, engineering, and compliance to ensure seamless day-to-day operations. What You'll Be Doing Acting as the key link between maintenance teams and planners - making sure they have the parts, equipment, and training they need. Managing purchase orders from start to finish, including receipts, queries, invoices, and financial project close-outs. Supporting the planning and reporting of maintenance activities using INFOR and Workday systems. Helping compile performance data, track KPIs, and prepare monthly reports. Coordinating contractor administration - from payment processing and work orders to on-site recordkeeping. Assisting with site administration , including meeting minutes, outage planning, and inspection updates. Standing in for the site planner when required, ensuring continuity and efficiency across operations. What's In It For You Be part of a supportive, close-knit team that values attention to detail and collaboration. Gain hands-on experience in a fast-paced manufacturing environment. Enjoy a balanced work week with an early Friday finish. Opportunity for hybrid working once trained. If you're someone who enjoys keeping things organised, thrives on variety, and loves being at the heart of operations, this could be the perfect fit for you. If interested please send cv or simply hit the Apply Button ! ? Apply now to join the Veolia team and play a key role in keeping the plant running like clockwork! Brook Street NMR is acting as an Employment Business in relation to this vacancy.
Apr 22, 2026
Seasonal
? Exciting Opportunity: Site Administrator / Maintenance Support ? Location: On-site (with potential for hybrid working after training) BT3 Area ? Hours: Monday-Thursday 7:30am-4:00pm Friday 7:30am-12:30pm Rate of pay 16.00 per hour Are you highly organised, proactive, and ready to be part of a dynamic team keeping a busy plant running smoothly? We're looking for a motivated individual to join the Veolia team supporting maintenance, engineering, and compliance to ensure seamless day-to-day operations. What You'll Be Doing Acting as the key link between maintenance teams and planners - making sure they have the parts, equipment, and training they need. Managing purchase orders from start to finish, including receipts, queries, invoices, and financial project close-outs. Supporting the planning and reporting of maintenance activities using INFOR and Workday systems. Helping compile performance data, track KPIs, and prepare monthly reports. Coordinating contractor administration - from payment processing and work orders to on-site recordkeeping. Assisting with site administration , including meeting minutes, outage planning, and inspection updates. Standing in for the site planner when required, ensuring continuity and efficiency across operations. What's In It For You Be part of a supportive, close-knit team that values attention to detail and collaboration. Gain hands-on experience in a fast-paced manufacturing environment. Enjoy a balanced work week with an early Friday finish. Opportunity for hybrid working once trained. If you're someone who enjoys keeping things organised, thrives on variety, and loves being at the heart of operations, this could be the perfect fit for you. If interested please send cv or simply hit the Apply Button ! ? Apply now to join the Veolia team and play a key role in keeping the plant running like clockwork! Brook Street NMR is acting as an Employment Business in relation to this vacancy.
Job Title: Service Coordinator (Generator) Location: St Albans Salary: Competitive Job type: Full Time - Permanent. 37.50 Hrs per week Mon/Friday What you'll do: Coordinate all aspects of service contracts including scheduling of regular maintenance, call outs and remedial works. Be the primary point of contact for the customer and liaising with the client on all matters using written and verbal communication as required. Ensure all aspects of work are arranged including engineer access, parts and equipment. Manage all jobs through to the point of invoice as efficiently as possible. Liaise with other internal departments as necessary to meet customer requirements. Work closely with the Generator Operations Manager to deliver contract efficiencies. What's important to us: You will thrive in a fast-paced environment, often working under pressure as part of a team. You should be organised with strong attention to detail, possess excellent communication skills and the ability to multi-task and use own initiative where necessary. Previous experience in planning/scheduling and customer service is essential. Why you're our kind of person: We're not looking for people who sit down and say, 'that'll do', we're driven by doing the right thing for our customers. We operate in an agile fast paced environment, and we are always looking forward, improving, never settling and wanting to be the difference for our customers. It's an exciting time to join the energy industry as we seek to reduce our reliance on fossil fuels and our ambitions present a tremendous opportunity. We work hard to deliver, and there's a lot to do, but the ability to make an impact in our business is significant. So, if that resonates with you and you want to love our customers as we do then come join a team of like-minded people. What good looks like: Seamless: You'll provide high quality solutions to our customers Specialist: You'll be skilled in your area, be an expert in a number of Dale processes and be commercially smart. Collaborative: You'll advise your colleagues and input into other work, and also be able to work independently to get the job done. Please click on the APPLY button to send your CV for this role. Candidates with the relevant experience or job titles of: Maintenance Planner, Operations Planner, Company Planner, Operations and Scheduling Coordinator, Scheduling Coordinator, Field Service Coordinator, Office Support, Customer Support, Technical Service Coordinator, Service Support Administrator Customer Services Executive, Customer Service Representative, Client Service, Customer Services, Customer Assistant, Customer Service Consultant, Customer Service Administrator, Customer Support, Business Support will also be considered for this role.
Apr 22, 2026
Full time
Job Title: Service Coordinator (Generator) Location: St Albans Salary: Competitive Job type: Full Time - Permanent. 37.50 Hrs per week Mon/Friday What you'll do: Coordinate all aspects of service contracts including scheduling of regular maintenance, call outs and remedial works. Be the primary point of contact for the customer and liaising with the client on all matters using written and verbal communication as required. Ensure all aspects of work are arranged including engineer access, parts and equipment. Manage all jobs through to the point of invoice as efficiently as possible. Liaise with other internal departments as necessary to meet customer requirements. Work closely with the Generator Operations Manager to deliver contract efficiencies. What's important to us: You will thrive in a fast-paced environment, often working under pressure as part of a team. You should be organised with strong attention to detail, possess excellent communication skills and the ability to multi-task and use own initiative where necessary. Previous experience in planning/scheduling and customer service is essential. Why you're our kind of person: We're not looking for people who sit down and say, 'that'll do', we're driven by doing the right thing for our customers. We operate in an agile fast paced environment, and we are always looking forward, improving, never settling and wanting to be the difference for our customers. It's an exciting time to join the energy industry as we seek to reduce our reliance on fossil fuels and our ambitions present a tremendous opportunity. We work hard to deliver, and there's a lot to do, but the ability to make an impact in our business is significant. So, if that resonates with you and you want to love our customers as we do then come join a team of like-minded people. What good looks like: Seamless: You'll provide high quality solutions to our customers Specialist: You'll be skilled in your area, be an expert in a number of Dale processes and be commercially smart. Collaborative: You'll advise your colleagues and input into other work, and also be able to work independently to get the job done. Please click on the APPLY button to send your CV for this role. Candidates with the relevant experience or job titles of: Maintenance Planner, Operations Planner, Company Planner, Operations and Scheduling Coordinator, Scheduling Coordinator, Field Service Coordinator, Office Support, Customer Support, Technical Service Coordinator, Service Support Administrator Customer Services Executive, Customer Service Representative, Client Service, Customer Services, Customer Assistant, Customer Service Consultant, Customer Service Administrator, Customer Support, Business Support will also be considered for this role.
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Apr 22, 2026
Full time
Adviser Support / Technical Administrator Financial Planning (SJP) Witney - Oxfordshire £27,000 - £33,000 + Bonus Good Technical Administrator roles are defined by structure, support, and the adviser you're working with - this one ticks those boxes. This role sits within a well-structured SJP practice that places a real emphasis on development, support, and long-term progression. The Opportunity You'll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It's a role that combines: Technical accuracy Proactive case management Consistent, high-quality client communication You'll be part of a team that values doing things properly, with the systems and structure in place to support that. What You'll Be Doing Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes Handling Letters of Authority, provider requests, and documentation from start to finish Keeping Salesforce fully up to date with client information, meeting notes, and case progress Supporting the adviser with meeting preparation and follow-up Acting as a key point of contact for clients, maintaining a professional and responsive service Working closely with paraplanners and the wider team to ensure smooth case progression What They're Looking For Experience within financial services (IFA / wealth management / SJP environment ideal) Strong attention to detail and organisational skills Comfortable managing multiple cases at different stages Confident communicator, both written and verbal Someone proactive, reliable, and keen to develop Why This Role Stands Out Supportive, well-run practice with clear structure Close adviser relationship (not a "processing factory" role) Genuine focus on development and progression Exposure to the full client journey Bonus structure in place If you're currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
Honeycomb is delighted to partner with large UK-based wealth management, pensions and employee benefits services firm that provides financial planning, pension consultancy and administration, and investment services to individuals, executives, business owners and corporates. The role is full time, permanent and hybrid. The Client Our client has a long track record of supporting clients with tailored, relationship-led financial solutions. They combine strong technical expertise with a professional and supportive working culture. The Role You'll be expected to work proactively, handling client queries promptly and professionally while building strong relationships with advisers, trustees and internal stakeholders. The role involves close collaboration with directors, consultants, paraplanners and wider support teams, as well as supporting knowledge sharing and consistency across the SSAS team Key Duties: Manage the day-to-day administration of a portfolio of SSAS schemes, acting as the primary point of contact Maintain accurate and audit-ready scheme records, trustee documentation and compliance files in line with best practice Contribute to a strong risk culture, ensuring governance and oversight standards remain high Stay up to date with regulatory changes Set up new schemes, including HMRC registration, and oversee scheme takeovers Prepare meeting packs, annual valuations, statements, trustee reports and related documentation Administer member events such as new entrants, transfers, retirements and death benefits Meet all regulatory reporting obligations (including HMRC and the Pensions Regulator) Support clients and advisers with SSAS technical queries Process and monitor investments, including commercial property, borrowing and loanback arrangement Prepare and check complex calculations (valuations, benefit summaries, Lump Sum Allowance-related work, etc.) Contribute to continuous improvement initiatives and technical process development Essential Criteria At least four years' pension administration experience, ideally with strong SSAS technical knowledge Solid understanding of pension scheme administration and regulatory frameworks Experience managing complex casework or client portfolios Excellent written and verbal communication skills High attention to detail and accuracy Ability to prioritise effectively in a busy environment Strong IT skills, including Microsoft Office What We Offer Competitive salary (£33,000-38,000 depending on experience) Group pension Life assurance Income protection Health cash plan Hybrid working model (office/home flexibility after training period Clear career progression pathways and professional development opportunities Social activities and charity fundraising events How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans on . Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Apr 21, 2026
Full time
Honeycomb is delighted to partner with large UK-based wealth management, pensions and employee benefits services firm that provides financial planning, pension consultancy and administration, and investment services to individuals, executives, business owners and corporates. The role is full time, permanent and hybrid. The Client Our client has a long track record of supporting clients with tailored, relationship-led financial solutions. They combine strong technical expertise with a professional and supportive working culture. The Role You'll be expected to work proactively, handling client queries promptly and professionally while building strong relationships with advisers, trustees and internal stakeholders. The role involves close collaboration with directors, consultants, paraplanners and wider support teams, as well as supporting knowledge sharing and consistency across the SSAS team Key Duties: Manage the day-to-day administration of a portfolio of SSAS schemes, acting as the primary point of contact Maintain accurate and audit-ready scheme records, trustee documentation and compliance files in line with best practice Contribute to a strong risk culture, ensuring governance and oversight standards remain high Stay up to date with regulatory changes Set up new schemes, including HMRC registration, and oversee scheme takeovers Prepare meeting packs, annual valuations, statements, trustee reports and related documentation Administer member events such as new entrants, transfers, retirements and death benefits Meet all regulatory reporting obligations (including HMRC and the Pensions Regulator) Support clients and advisers with SSAS technical queries Process and monitor investments, including commercial property, borrowing and loanback arrangement Prepare and check complex calculations (valuations, benefit summaries, Lump Sum Allowance-related work, etc.) Contribute to continuous improvement initiatives and technical process development Essential Criteria At least four years' pension administration experience, ideally with strong SSAS technical knowledge Solid understanding of pension scheme administration and regulatory frameworks Experience managing complex casework or client portfolios Excellent written and verbal communication skills High attention to detail and accuracy Ability to prioritise effectively in a busy environment Strong IT skills, including Microsoft Office What We Offer Competitive salary (£33,000-38,000 depending on experience) Group pension Life assurance Income protection Health cash plan Hybrid working model (office/home flexibility after training period Clear career progression pathways and professional development opportunities Social activities and charity fundraising events How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans on . Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
We re looking for Purchasing Administrator/Procurement to join our office-based Purchasing/Procurement team in Poole. Our client is a fast-paced, global solutions provider famous for their fantastic customer service and end-to-end solutions - they help customers stay ahead in an ever-changing world. Due to their continued growth in the Cruise sector, they are looking for a Purchasing Administrator to join their forward-thinking team and help shape the future of their supplier partnerships, own-brand growth, and sustainability goals. What you will be doing as Purchasing Administrator/Procurement: Manage all administration and data pulling required relating to allocated projects as well as setting up smart sheet trackers to monitor progress. Chasing Rebates through and setting up annual tracker. Maintain strong relationships with Suppliers and support with prep for supplier meeting and QBR s. Product alternative suggestions for sales team, including spec and price evaluation. Price file management, analysis and importing as well as investigation of price discrepancies. Log and track team savings as well as update team via Bloom. Ensure project costs are logged and pro forma invoices managed effectively Manage new supplier set ups as relating to projects. Utilise Arcus system to input and monitor tenders, audits, supplier information and ESG information as necessary. Maintain Core Range Planners and endure Data has updated PIM (product information management). Manage all project product set ups on system. Support the audit and ESG process, provide and chase information as required. Support tender sourcing by collating information gathered by the team. Check for savings making sure they are logged and captured on system. FR & Arc clothing compliance, ensure DOC s, Certification are up to date and published and available on PIM. Work with the team to learn and continually develop technical skills (eg. Measuring, specifications, size charts). What s in it for you as the Purchasing Administrator/Procurement: Monthly profit share bonus scheme Holiday buy-back scheme Company sick pay & Free onsite parking Perks at Work scheme Unlimited tuck shop snacks & Free lunch every Friday Complementary Birthday vouchers Subsidised workplace massage Eye vouchers Employee assistance programme (EAP) Are you a successful Purchasing Administrator/Procurement looking for a new challenge with in an organisation that is growing in a stable sector of Cruise based in Poole with parking? Please do give us a call today to discuss this amazing opportunity! Purchasing, Procurement, Buying, Projects Administrator, Cruise, Hygiene, Work Wear, Janitorial, Paper, FMCG, Product, Hospitality, Leisure, Retail, Catering products, Poole
Apr 20, 2026
Full time
We re looking for Purchasing Administrator/Procurement to join our office-based Purchasing/Procurement team in Poole. Our client is a fast-paced, global solutions provider famous for their fantastic customer service and end-to-end solutions - they help customers stay ahead in an ever-changing world. Due to their continued growth in the Cruise sector, they are looking for a Purchasing Administrator to join their forward-thinking team and help shape the future of their supplier partnerships, own-brand growth, and sustainability goals. What you will be doing as Purchasing Administrator/Procurement: Manage all administration and data pulling required relating to allocated projects as well as setting up smart sheet trackers to monitor progress. Chasing Rebates through and setting up annual tracker. Maintain strong relationships with Suppliers and support with prep for supplier meeting and QBR s. Product alternative suggestions for sales team, including spec and price evaluation. Price file management, analysis and importing as well as investigation of price discrepancies. Log and track team savings as well as update team via Bloom. Ensure project costs are logged and pro forma invoices managed effectively Manage new supplier set ups as relating to projects. Utilise Arcus system to input and monitor tenders, audits, supplier information and ESG information as necessary. Maintain Core Range Planners and endure Data has updated PIM (product information management). Manage all project product set ups on system. Support the audit and ESG process, provide and chase information as required. Support tender sourcing by collating information gathered by the team. Check for savings making sure they are logged and captured on system. FR & Arc clothing compliance, ensure DOC s, Certification are up to date and published and available on PIM. Work with the team to learn and continually develop technical skills (eg. Measuring, specifications, size charts). What s in it for you as the Purchasing Administrator/Procurement: Monthly profit share bonus scheme Holiday buy-back scheme Company sick pay & Free onsite parking Perks at Work scheme Unlimited tuck shop snacks & Free lunch every Friday Complementary Birthday vouchers Subsidised workplace massage Eye vouchers Employee assistance programme (EAP) Are you a successful Purchasing Administrator/Procurement looking for a new challenge with in an organisation that is growing in a stable sector of Cruise based in Poole with parking? Please do give us a call today to discuss this amazing opportunity! Purchasing, Procurement, Buying, Projects Administrator, Cruise, Hygiene, Work Wear, Janitorial, Paper, FMCG, Product, Hospitality, Leisure, Retail, Catering products, Poole
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
Apr 18, 2026
Full time
Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
Apr 16, 2026
Full time
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Oct 08, 2025
Full time
Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Oct 07, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 07, 2025
Full time
Paraplanner Location Edinburgh (hybrid) Salary Highly Competitive + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner /Financial Planning Analyst to join their growing team. You will be fully qualified, with fully funded support (and salary enhancements) available if you wish to progress to Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. As our Paraplanner /Financial Planning Analyst you will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner /Financial Planning Analyst requirements You should be Diploma qualified and experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £190.2bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. If you would like further information on this role prior to applying, please contact us for an initial informal conversation. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page . Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Kier Water Projects - Expression of Interest About Kier At Kier Group, our purpose is to sustainably deliver vital infrastructure across the UK and build lasting legacies through supporting our clients and communities in which we operate. With an order book value in excess of £10bn, we're committed to building resilience and creating innovative solutions for our customers. Within our Natural Resources, Nuclear and Networks business we have been appointed to work in partnership with Thames Water, as part of the wider £840m Capital Delivery Framework AMP 8 investment plan. The framework is for a five-year period with further investment estimated to be up to £20bn by the end of 2030. The programme of works will include modernisation of clean water and wastewater non-infrastructure across London and Thames Valley regions. Career opportunities and registering your interest We're now seeking to grow our workforce and develop our resource and skills capability, in order to deliver these vital projects. We're looking to attract diverse talent with transferable skills from the previous delivery of major projects, ideally at Tier 1 level. The roles will be situated across London, Buckinghamshire, Bedfordshire, Oxfordshire & Hertfordshire regions and across all levels of positions including, but not limited to: Project Managers Senior Project Managers Assistant Project Managers Construction Managers Agents Sub-Agents Senior Engineers Site Engineers Works Managers General Foreman Managing Quantity Surveyors Quantity Surveyors Estimators Design Managers Design Co-ordinators Planners M&E Project Engineers Commissioning Engineers Health and Safety Advisors Environmental Advisors Document Controllers Technical Administrators If you're interested in joining us and developing a career within Kier, then please apply and register your interest today. Our team of dedicated recruiters will follow-up with you to provide further detail on these exciting opportunities and expected timelines. Upon your application, please state the job position you are interested in, your desired work location and any additional information you would like to let us know, such as open to re-locating. Our opportunities are designed to provide flexibility, where we can. Therefore, please state on your application if you have any flexible working requirements and we will aim to support where possible. Please note, a valid UK driving license is essential. Rewards and benefits We're proud to offer our brilliant people a wide variety of benefits that you can tailor to your needs. Want to see what we have to offer, take a closer look here. Diversity and inclusion Making Kier a diverse and inclusive place to work is a huge priority for us. We're proud of the steps we've taken so far, but we know we must always do more. Our employees are key in shaping Keir's diversity and inclusion initiatives and our people have made a huge impact on how we work, by using their experiences to shape our policies. You can see our D&I action plan here . Right to Work & Security Clearance Any expression of interest will be subject to holding the required right to work in the UK in order to comply with the relevant UK legislation. We will request to see evidence of your right to work as part of the selection process. We reserve the right to withdraw any offer should the required evidence not be provided. For some of our positions, you may also require Security Clearance as part of the vetting process. Closing Date for applications: Friday 3rd October We look forward to seeing your application to
Oct 03, 2025
Full time
Kier Water Projects - Expression of Interest About Kier At Kier Group, our purpose is to sustainably deliver vital infrastructure across the UK and build lasting legacies through supporting our clients and communities in which we operate. With an order book value in excess of £10bn, we're committed to building resilience and creating innovative solutions for our customers. Within our Natural Resources, Nuclear and Networks business we have been appointed to work in partnership with Thames Water, as part of the wider £840m Capital Delivery Framework AMP 8 investment plan. The framework is for a five-year period with further investment estimated to be up to £20bn by the end of 2030. The programme of works will include modernisation of clean water and wastewater non-infrastructure across London and Thames Valley regions. Career opportunities and registering your interest We're now seeking to grow our workforce and develop our resource and skills capability, in order to deliver these vital projects. We're looking to attract diverse talent with transferable skills from the previous delivery of major projects, ideally at Tier 1 level. The roles will be situated across London, Buckinghamshire, Bedfordshire, Oxfordshire & Hertfordshire regions and across all levels of positions including, but not limited to: Project Managers Senior Project Managers Assistant Project Managers Construction Managers Agents Sub-Agents Senior Engineers Site Engineers Works Managers General Foreman Managing Quantity Surveyors Quantity Surveyors Estimators Design Managers Design Co-ordinators Planners M&E Project Engineers Commissioning Engineers Health and Safety Advisors Environmental Advisors Document Controllers Technical Administrators If you're interested in joining us and developing a career within Kier, then please apply and register your interest today. Our team of dedicated recruiters will follow-up with you to provide further detail on these exciting opportunities and expected timelines. Upon your application, please state the job position you are interested in, your desired work location and any additional information you would like to let us know, such as open to re-locating. Our opportunities are designed to provide flexibility, where we can. Therefore, please state on your application if you have any flexible working requirements and we will aim to support where possible. Please note, a valid UK driving license is essential. Rewards and benefits We're proud to offer our brilliant people a wide variety of benefits that you can tailor to your needs. Want to see what we have to offer, take a closer look here. Diversity and inclusion Making Kier a diverse and inclusive place to work is a huge priority for us. We're proud of the steps we've taken so far, but we know we must always do more. Our employees are key in shaping Keir's diversity and inclusion initiatives and our people have made a huge impact on how we work, by using their experiences to shape our policies. You can see our D&I action plan here . Right to Work & Security Clearance Any expression of interest will be subject to holding the required right to work in the UK in order to comply with the relevant UK legislation. We will request to see evidence of your right to work as part of the selection process. We reserve the right to withdraw any offer should the required evidence not be provided. For some of our positions, you may also require Security Clearance as part of the vetting process. Closing Date for applications: Friday 3rd October We look forward to seeing your application to
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location
Oct 01, 2025
Full time
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location
We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Bury St Edmunds area. Our clients are ideally seeking an experienced Paraplanner, however, they would also consider a strong Financial Administrator looking to progress Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary up to £40,000, dependent on experience 22 days holiday + bank holidays Death in service To be considered for the Paraplanner role, you must have: Previous experience working within an IFA practice Organised and methodical with excellent attention to detail Ability to prioritise, meet targets and deadlines Effective communication skills both written and verbal Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
Sep 23, 2025
Full time
We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Bury St Edmunds area. Our clients are ideally seeking an experienced Paraplanner, however, they would also consider a strong Financial Administrator looking to progress Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary up to £40,000, dependent on experience 22 days holiday + bank holidays Death in service To be considered for the Paraplanner role, you must have: Previous experience working within an IFA practice Organised and methodical with excellent attention to detail Ability to prioritise, meet targets and deadlines Effective communication skills both written and verbal Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client's existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
Paraplanner Salary: £40,000 - £50,000 (Negotiable depending on experience) Location: Glasgow Job Type: Full-time, Permanent Interested in joining a truly independent financial planning firm? This is a well-rounded paraplanning role, you'll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc. Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success. The whole team working together and communicating well is key to ensuring the best outcomes for clients. You'll also work with a diverse and comprehensive product range, ensuring no two days are the same. If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you! What will you be doing? Support and Liaison: Assist advisers with preparing and administering recommendations Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios Project Participation: Engage in project work, such as tax year end Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements File Management: Collect and maintain compliant client documentation Query Handling: Address client queries efficiently and promptly The ideal person: Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background Good knowledge of Pensions, Investments, IHT planning Level 4 qualified (or willing to work towards) Report writing and research experience What's in it for you? You will be rewarded with an excellent benefits package, including: Competitive salary Pension Death in service Income protection Critical illness cover Exam support Interested in finding out more? Apply now and we'd be happy to give you some more details.
Sep 23, 2025
Full time
Paraplanner Salary: £40,000 - £50,000 (Negotiable depending on experience) Location: Glasgow Job Type: Full-time, Permanent Interested in joining a truly independent financial planning firm? This is a well-rounded paraplanning role, you'll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc. Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success. The whole team working together and communicating well is key to ensuring the best outcomes for clients. You'll also work with a diverse and comprehensive product range, ensuring no two days are the same. If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you! What will you be doing? Support and Liaison: Assist advisers with preparing and administering recommendations Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios Project Participation: Engage in project work, such as tax year end Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements File Management: Collect and maintain compliant client documentation Query Handling: Address client queries efficiently and promptly The ideal person: Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background Good knowledge of Pensions, Investments, IHT planning Level 4 qualified (or willing to work towards) Report writing and research experience What's in it for you? You will be rewarded with an excellent benefits package, including: Competitive salary Pension Death in service Income protection Critical illness cover Exam support Interested in finding out more? Apply now and we'd be happy to give you some more details.
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
IFA Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Sep 23, 2025
Full time
Financial Planning Administrator Glasgow £27,000 - £35,000 + benefits Get expert training and real client experience to boost your financial planning qualifications. You'll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning. This isn't just admin work - you'll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications. The team is small and supportive, so you'll get mentoring from experienced advisers and paraplanners who'll guide you through the technical side. You'll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career. What you'll do Support the advice team by managing a mix of client and business administration. This includes: Preparing for client reviews and helping with tax year-end planning Processing investment switches, withdrawals, and pension transfers Handling complex cases like Trusts and maintaining accurate records Responding to client enquiries and acting as a key point of contact Drafting suitability reports and supporting new business across investments, pensions and trusts You'll develop a broad understanding of financial planning while working in a varied, client-facing environment. What you'll need Have experience in financial planning, wealth management, or another financial services area. You'll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise. About the company The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies. Please click 'Apply now' . Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later. Everyone will receive a response.
Operations Planner/ Scheduler (Engineering) £30,000 - £37,000 + Industry Specific Training + Technical Qualifications + Excellent Pension + Healthcare Payment Plan + Mon-Fri Flexi-Time + Cross Team Functioning + Site Based. Commutable from Colchester, Ipswich, Clacton-on-Sea, Braintree, Felixstowe and surrounding areas. Are you a self starting, motivated Planner, Scheduler or Technical Administrator from an engineering, manufacturing, production or related industrial sector looking to join an internationally-renowned unique manufacturer and service provider in a highly cross functioning and team orientated role, where you will play a key role in the scheduling, planning and organisation of maintenance, production and distribution based projects?On offer is the opportunity to join an industry leading company where you will play a valuable role in overseeing the overall efficiency and scheduling of maintenance, contractor and building services based operations and processes across the business.The company are at the forefront of their specialist industry, with factories across the globe, and due to a recent internal promotion and continual growth, they are looking for a member of the operations team to come into the company.Within this pivotal role, you will plan, manage, and maintain detailed schedules for planned, preventative, and reactive maintenance tasks. You will also maintain accurate records of maintenance activities, expenses, and contractor documentation, supporting effective tracking and budget control. Candidates with Planning, Scheduling or Technical Administration experience from an engineering, manufacturing, production or related industrial sector are encouraged to apply.This a fantastic and rare opportunity to make a career move with a cutting-edge company where your input will be valued, bringing fresh ideas to improve and maintain the operational functionality of the maintenance process. The Role: Plan, manage, and maintain detailed schedules for planned, preventative, and reactive maintenance tasks Maintain accurate records of maintenance activities, expenses, and contractor documentation, supporting effective tracking and budget control Maintenance scheduling, Operations Planning, Compliance, Administration Monday - Friday, days based The Person: Planning, Scheduling or Technical Administration experience from an engineering, manufacturing, production or related industrial sector Experience implementing maintenance schedules, new processes and with FM and scheduling related software Commutable from Colchester, Ipswich, Clacton-on-Sea, Braintree, Felixstowe and surrounding areas. To apply for this role or to be considered for further roles, please click "Apply Now" or contact Dyon Douglas-Whyte at Rise Technical Recruitment. Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates.
Sep 23, 2025
Full time
Operations Planner/ Scheduler (Engineering) £30,000 - £37,000 + Industry Specific Training + Technical Qualifications + Excellent Pension + Healthcare Payment Plan + Mon-Fri Flexi-Time + Cross Team Functioning + Site Based. Commutable from Colchester, Ipswich, Clacton-on-Sea, Braintree, Felixstowe and surrounding areas. Are you a self starting, motivated Planner, Scheduler or Technical Administrator from an engineering, manufacturing, production or related industrial sector looking to join an internationally-renowned unique manufacturer and service provider in a highly cross functioning and team orientated role, where you will play a key role in the scheduling, planning and organisation of maintenance, production and distribution based projects?On offer is the opportunity to join an industry leading company where you will play a valuable role in overseeing the overall efficiency and scheduling of maintenance, contractor and building services based operations and processes across the business.The company are at the forefront of their specialist industry, with factories across the globe, and due to a recent internal promotion and continual growth, they are looking for a member of the operations team to come into the company.Within this pivotal role, you will plan, manage, and maintain detailed schedules for planned, preventative, and reactive maintenance tasks. You will also maintain accurate records of maintenance activities, expenses, and contractor documentation, supporting effective tracking and budget control. Candidates with Planning, Scheduling or Technical Administration experience from an engineering, manufacturing, production or related industrial sector are encouraged to apply.This a fantastic and rare opportunity to make a career move with a cutting-edge company where your input will be valued, bringing fresh ideas to improve and maintain the operational functionality of the maintenance process. The Role: Plan, manage, and maintain detailed schedules for planned, preventative, and reactive maintenance tasks Maintain accurate records of maintenance activities, expenses, and contractor documentation, supporting effective tracking and budget control Maintenance scheduling, Operations Planning, Compliance, Administration Monday - Friday, days based The Person: Planning, Scheduling or Technical Administration experience from an engineering, manufacturing, production or related industrial sector Experience implementing maintenance schedules, new processes and with FM and scheduling related software Commutable from Colchester, Ipswich, Clacton-on-Sea, Braintree, Felixstowe and surrounding areas. To apply for this role or to be considered for further roles, please click "Apply Now" or contact Dyon Douglas-Whyte at Rise Technical Recruitment. Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates.
Paraplanner £35,000 - £45,000 depending on experienceHybridSouth Manchester Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm? Are you feeling underappreciated for the work you do & experience you bring to the team? If either of the above are true then this role should be of interest: A Financial Planning firm are looking to hire an individual with a strong background in technical Paraplanning and ideally some exposure complex cases. This individual needs to already have their Diploma Qualification. This opportunity will be predominantly focused on adding hands on technical Paraplanning experience to the team, including demonstrating understanding of the advice process. Expectations: - Carrying out technical Paraplanning work. - Being a point of contact for clients throughout the entire process - Working closely with Financial Advisers and Administrators - Experience of report writing both at annual review and new business level Benefits: - Flexible working hours and hybrid working - Private Medical Insurance for yourself, partner and children - Group Pension, Death in Service and Income Protection - Salary reviews There is a minimum requirement of 2 years' experience in Paraplanning, as well as the Diploma Qualification. If you meet this, and are interested in the opportunity then please contact Ben at Integro Partners.
Sep 22, 2025
Full time
Paraplanner £35,000 - £45,000 depending on experienceHybridSouth Manchester Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm? Are you feeling underappreciated for the work you do & experience you bring to the team? If either of the above are true then this role should be of interest: A Financial Planning firm are looking to hire an individual with a strong background in technical Paraplanning and ideally some exposure complex cases. This individual needs to already have their Diploma Qualification. This opportunity will be predominantly focused on adding hands on technical Paraplanning experience to the team, including demonstrating understanding of the advice process. Expectations: - Carrying out technical Paraplanning work. - Being a point of contact for clients throughout the entire process - Working closely with Financial Advisers and Administrators - Experience of report writing both at annual review and new business level Benefits: - Flexible working hours and hybrid working - Private Medical Insurance for yourself, partner and children - Group Pension, Death in Service and Income Protection - Salary reviews There is a minimum requirement of 2 years' experience in Paraplanning, as well as the Diploma Qualification. If you meet this, and are interested in the opportunity then please contact Ben at Integro Partners.
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Sep 22, 2025
Full time
Brook Street Recruitment is pleased to partner with a growing financial planning firm in Belfast, committed to helping clients achieve meaningful, long-term goals through expert advice and exceptional service. As the firm continues to expand, they are seeking a Paraplanner / Senior IFA Administrator to lead and support their client services team. This is a pivotal role for a proactive and experienced financial services professional who can drive operational excellence, support advisers, and maintain the highest standards of service delivery. The Role You will manage and mentor the support team, oversee daily operations, and ensure smooth, compliant progression of all client cases - from onboarding to annual reviews. While leadership is key, you'll also be hands-on with complex cases and, if qualified, take on paraplanning duties including technical analysis and report writing. Key Responsibilities Lead, coach, and develop the client services team to ensure proactive, high-quality support Manage work-flow allocation and monitor deadlines across the team Handle complex or high-priority administration tasks personally Oversee all aspects of client service delivery, ensuring advisers are fully prepared Act as the key operational contact between advisers, paraplanners, and support staff Ensure processes meet compliance and quality standards Identify and implement process improvements for greater efficiency (Optional, if qualified) : Provide paraplanning support including research and report preparation Essential Criteria Strong background in financial services administration (pensions, investments, insurance, or wealth management) Proven leadership ability in managing teams and processes High attention to detail with excellent organisational and communication skills Proactive, self-motivated, and solutions-focused Desirable Level 4 Diploma in Regulated Financial Planning (or working towards it) Experience in paraplanning or technical support Benefits Competitive salary and benefits Generous holiday allowance Flexible working hours (with core office presence) Funded qualifications and professional development Supportive, ambitious team culture Opportunity to shape client service delivery in a fast-growing firm If interested please send CV to Colleen Farquharson via the apply link Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
