Willmott Dixon are currently recruiting for an Assistant Planner to work on exciting new projects with our Wales & West business. With offices in Cardiff, Bristol, and Exeter, we deliver projects across multiple sectors in the built environment including healthcare, education, commercial, defence, blue-light, and leisure on schemes between 10 - 150 million pounds. This will be a hybrid role which will require a presence in our Cardiff office and at home. This position will involve assisting the planning and preconstruction teams to produce realistic, de-risked programmes, on time and to the highest quality. The Assistant Planner will ensure that we provide an accurate programme in line with the customer's requirements, project scope, and current legislation. Responsibilities Assisting in completing the planning process. Assisting in the preparation of planning information for the tender adjudication. Assisting in the preparation of preconstruction and construction programmes that are auditable and based upon known outputs and sequences or have been informed by liaison with our supply chain. Assisting in the monitoring of programmes regularly and advise the tender bid team of the progress position. Advising the tender bid team of the programme and the logistical effect of any design change. Assisting in the production of site logistics plans that are clear and understandable and demonstrate that a thorough and robust approach to planning has been adopted. Supporting the site teams with programme management, where appropriate. Actively seeking opportunities for alternative construction methods, including MMC, innovation and value engineering, and share these with the tender team. Essential Criteria All levels and backgrounds considered but main contracting construction experience is essential. Open to people from different construction job roles looking to transition into planning - assistant level site/project/construction management etc. Full training and development support would be offered. Be able to interpret drawings, specifications, and other construction information. An understanding of construction technology and methods including steel structures, concrete frames, timber frames etc. Appropriate CSCS card. Minimum relevant level 4 qualification (HNC/NVQ4 etc). Desirable Criteria Experience producing logistic plans and methodologies. Some experience of accurate programming and sequencing from outputs. Have a good understanding of site requirements in respect of setting up, preliminaries and temporary works. Onsite and preconstruction planning experience and be able to produce accurate programmes using Asta Power Project. Experience with NEC and JCT contract types. Additional Information Willmott Dixon embraces diversity in the workplace and will consider flexible and agile working. We are a disability confident employer. In return we reward our people generously with a competitive package that gives you flexible benefits to fit your lifestyle and priorities. This includes but is not limited to, an enhanced pension scheme, heavily discounted private medical, life assurance, incentive bonus and a car scheme which will make us a market leader in sustainable company travel. Applicable roles will benefit from a motoring expenditure allowance (MEA) and everyone can access a new generation of low carbon and electric cars via the Willmott Dixon run car leasing scheme. About Us With over 170 years of rich history, Willmott Dixon's purpose is beyond profit; delivering brilliant buildings, transforming lives, strengthening communities and enhancing the environment so our world is fit for future generations. Ensuring that we add lasting value to the neighbourhoods we work in; our values, people, innovation, partnerships and focus on sustainability has allowed us to build a successful and solid privately owned business where our people can thrive. Willmott Dixon was recognised by The Sunday Times as one of the Top 10 "Big" Companies to Work For in 2025, named among the Times Top 50 Employers for Gender Equality in 2024, and ranked in the Top Five of Europe's 1,000 best workplaces by the Financial Times in 2025. Willmott Dixon is also the first major contractor and developer to win a King's Award for Enterprise in the category of sustainable development.
Apr 20, 2026
Full time
Willmott Dixon are currently recruiting for an Assistant Planner to work on exciting new projects with our Wales & West business. With offices in Cardiff, Bristol, and Exeter, we deliver projects across multiple sectors in the built environment including healthcare, education, commercial, defence, blue-light, and leisure on schemes between 10 - 150 million pounds. This will be a hybrid role which will require a presence in our Cardiff office and at home. This position will involve assisting the planning and preconstruction teams to produce realistic, de-risked programmes, on time and to the highest quality. The Assistant Planner will ensure that we provide an accurate programme in line with the customer's requirements, project scope, and current legislation. Responsibilities Assisting in completing the planning process. Assisting in the preparation of planning information for the tender adjudication. Assisting in the preparation of preconstruction and construction programmes that are auditable and based upon known outputs and sequences or have been informed by liaison with our supply chain. Assisting in the monitoring of programmes regularly and advise the tender bid team of the progress position. Advising the tender bid team of the programme and the logistical effect of any design change. Assisting in the production of site logistics plans that are clear and understandable and demonstrate that a thorough and robust approach to planning has been adopted. Supporting the site teams with programme management, where appropriate. Actively seeking opportunities for alternative construction methods, including MMC, innovation and value engineering, and share these with the tender team. Essential Criteria All levels and backgrounds considered but main contracting construction experience is essential. Open to people from different construction job roles looking to transition into planning - assistant level site/project/construction management etc. Full training and development support would be offered. Be able to interpret drawings, specifications, and other construction information. An understanding of construction technology and methods including steel structures, concrete frames, timber frames etc. Appropriate CSCS card. Minimum relevant level 4 qualification (HNC/NVQ4 etc). Desirable Criteria Experience producing logistic plans and methodologies. Some experience of accurate programming and sequencing from outputs. Have a good understanding of site requirements in respect of setting up, preliminaries and temporary works. Onsite and preconstruction planning experience and be able to produce accurate programmes using Asta Power Project. Experience with NEC and JCT contract types. Additional Information Willmott Dixon embraces diversity in the workplace and will consider flexible and agile working. We are a disability confident employer. In return we reward our people generously with a competitive package that gives you flexible benefits to fit your lifestyle and priorities. This includes but is not limited to, an enhanced pension scheme, heavily discounted private medical, life assurance, incentive bonus and a car scheme which will make us a market leader in sustainable company travel. Applicable roles will benefit from a motoring expenditure allowance (MEA) and everyone can access a new generation of low carbon and electric cars via the Willmott Dixon run car leasing scheme. About Us With over 170 years of rich history, Willmott Dixon's purpose is beyond profit; delivering brilliant buildings, transforming lives, strengthening communities and enhancing the environment so our world is fit for future generations. Ensuring that we add lasting value to the neighbourhoods we work in; our values, people, innovation, partnerships and focus on sustainability has allowed us to build a successful and solid privately owned business where our people can thrive. Willmott Dixon was recognised by The Sunday Times as one of the Top 10 "Big" Companies to Work For in 2025, named among the Times Top 50 Employers for Gender Equality in 2024, and ranked in the Top Five of Europe's 1,000 best workplaces by the Financial Times in 2025. Willmott Dixon is also the first major contractor and developer to win a King's Award for Enterprise in the category of sustainable development.
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business. Responsibilities Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers) Administer and monitor system licenses, ensuring optimal allocation and compliance Respond to system, access, and data-related queries via shared inboxes in a timely and professional manner Provide day-to-day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders Assist with system integrations and ensure data flows correctly between platforms Support IO migrations, including setup, validation, and issue resolution Assist with internal projects, including system upgrades, enhancements, and process improvements Maintain accurate documentation of processes, system configurations, and access controls Identify opportunities to improve system usage, efficiency, and user experience across all user groups Work collaboratively with stakeholders across the business to support operational needs Critical Skills and Experience required Strong organisational skills with the ability to manage multiple systems and priorities High attention to detail, particularly around access control and data handling Strong problem-solving skills with a proactive and solutions-focused mindset Excellent communication skills, with the ability to support a range of users with varying technical knowledge Ability to work effectively within a small team while supporting the wider business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back-office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable Experience in a systems support, operations, or admin role - desirable Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable Key Interfaces (Internal and External) Business Operations Director Regional Managing Directors Head of Central Operations Head of Corporate Administration Head of Operations Excellence Client Operations Director Compliance, Risk, Technology and Data teams FCA requirements TCF/RCR Adhere to all FCA regulations including consumer duty. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement Terms -Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Apr 19, 2026
Full time
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate. The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business. Responsibilities Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers) Administer and monitor system licenses, ensuring optimal allocation and compliance Respond to system, access, and data-related queries via shared inboxes in a timely and professional manner Provide day-to-day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders Assist with system integrations and ensure data flows correctly between platforms Support IO migrations, including setup, validation, and issue resolution Assist with internal projects, including system upgrades, enhancements, and process improvements Maintain accurate documentation of processes, system configurations, and access controls Identify opportunities to improve system usage, efficiency, and user experience across all user groups Work collaboratively with stakeholders across the business to support operational needs Critical Skills and Experience required Strong organisational skills with the ability to manage multiple systems and priorities High attention to detail, particularly around access control and data handling Strong problem-solving skills with a proactive and solutions-focused mindset Excellent communication skills, with the ability to support a range of users with varying technical knowledge Ability to work effectively within a small team while supporting the wider business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back-office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable Experience in a systems support, operations, or admin role - desirable Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable Key Interfaces (Internal and External) Business Operations Director Regional Managing Directors Head of Central Operations Head of Corporate Administration Head of Operations Excellence Client Operations Director Compliance, Risk, Technology and Data teams FCA requirements TCF/RCR Adhere to all FCA regulations including consumer duty. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement Terms -Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Senior/Principal Ecologist with Ornithology Specialism page is loaded Senior/Principal Ecologist with Ornithology Specialismlocations: GB.Glasgow.2 Atlantic Square York Street: GB.United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: R-153139 Job Description OverviewAt AtkinsRéalis, our team of ecologists work throughout the UK to deliver a diverse range of challenging and exciting projects that benefit our clients, biodiversity and society.As we grow and expand our portfolio across Scotland, supporting an increasing pipeline of projects and clients spanning all areas of infrastructure development and upgrade, we are seeking an enthusiastic Senior/Principal Ecologist to join our established Scottish ecology team. This role will support our clients, contribute to the development of new approaches to our work, and offer the opportunity to develop a career across all aspects of project delivery, working on projects that shape Scotland's infrastructure and natural environment. Although you will be aligned to our Glasgow office, all locations will be considered.Joining us, you will have the opportunity to contribute to nationally significant and high-profile projects, with many of our projects winning awards for biodiversity enhancements, innovation, and knowledge sharing. Our ecology team have previously been awarded CIEEM Large-Scale Consultancy of the Year Award and been highly commended over a number of years.Please see a link to our AtkinsRéalis Ecology video At AtkinsRéalis we are fully committed to promoting Equality, Diversity and Inclusion and work hard to make everyone feel respected, empowered and able to realise their full potential as important members of our team. Flexible working is a core part of our culture and we appreciate that different people have different priorities. We recognise that a healthy work/life balance is integral to wellbeing and we are extremely supportive of individual requirements for flexible and remote working.Read more about how you can thrive with us: Your role Leading on nationally important infrastructure projects, managing project programmes and budgets. Planning and undertaking a range of field surveys; analysing and interpreting survey results with a strong focus on ornithology. Delivering input into Ecological Impact Assessments and Habitat Regulations Appraisal Designing and co-ordinating ecological mitigation. Authoring and checking/reviewing a range of ecological reports and survey data. Provide ecological advice to clients, planners and multi-disciplinary design teams and liaise with stakeholders. Taking a leadership role managing projects, building client relationships and work bank. Actively identifying, raising, managing and mitigating risks, particularly within a Project/Framework environment. Proactively providing innovation on projects and within the ecology team. Coaching, mentoring and supporting other staff members in their development. About you Membership of the Chartered Institute of Ecology and Environmental Management (CIEEM), or equivalent, and chartership (CEcol or CEnv) or working towards this. AtkinsRéalis to cover membership costs. Strong skills in report writing, including preparing Ecological Impact Assessments, Biodiversity Chapters for Environmental Impact Assessments and Habitats Regulations Assessment (including Appropriate Assessment). Skilled ornithological surveyor including demonstrable competency and proven experience to capable level in line with CIEEM's Competency Framework to lead bird surveys. Range of experience across surveys for both assemblage and species specific surveys with a focus on Scottish/upland species desirable. Experience in survey design and data interpretation for multi-season ornithological surveys. Experience of territory and collision risk analysis is desirable. The experience and ability to hold or have held Schedule 1 survey licences is strongly desirable. Demonstrable experience of working as an assistant or agent on a Schedule 1 licence will also be looked upon favourably. Ability and willingness to coordinate and lead other protected species surveys and production of deliverables in line with relevant good practice guidance. Experience of undertaking quality assurance and technical lead roles for projects. Demonstrable project management experience including technical, financial and quality assurance aspects. Experience of working on large infrastructure projects with ability to demonstrate transferable insights and cross-sector learning. Ability and willingness to travel for to site across Scotland, including a full UK/EEC driving licence. Rewards & benefitsExplore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. About AtkinsRéalisWe're , a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance.We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. As a Disability Confident Leader, we are committed to offering an interview to all applicants who have a disability and meet the essential criteria. If you would like to be considered under this commitment, please let us know at the application stage. Worker Type Employee Job Type Regular At AtkinsRéalis , we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.
Apr 17, 2026
Full time
Senior/Principal Ecologist with Ornithology Specialism page is loaded Senior/Principal Ecologist with Ornithology Specialismlocations: GB.Glasgow.2 Atlantic Square York Street: GB.United Kingdomtime type: Full timeposted on: Posted Todayjob requisition id: R-153139 Job Description OverviewAt AtkinsRéalis, our team of ecologists work throughout the UK to deliver a diverse range of challenging and exciting projects that benefit our clients, biodiversity and society.As we grow and expand our portfolio across Scotland, supporting an increasing pipeline of projects and clients spanning all areas of infrastructure development and upgrade, we are seeking an enthusiastic Senior/Principal Ecologist to join our established Scottish ecology team. This role will support our clients, contribute to the development of new approaches to our work, and offer the opportunity to develop a career across all aspects of project delivery, working on projects that shape Scotland's infrastructure and natural environment. Although you will be aligned to our Glasgow office, all locations will be considered.Joining us, you will have the opportunity to contribute to nationally significant and high-profile projects, with many of our projects winning awards for biodiversity enhancements, innovation, and knowledge sharing. Our ecology team have previously been awarded CIEEM Large-Scale Consultancy of the Year Award and been highly commended over a number of years.Please see a link to our AtkinsRéalis Ecology video At AtkinsRéalis we are fully committed to promoting Equality, Diversity and Inclusion and work hard to make everyone feel respected, empowered and able to realise their full potential as important members of our team. Flexible working is a core part of our culture and we appreciate that different people have different priorities. We recognise that a healthy work/life balance is integral to wellbeing and we are extremely supportive of individual requirements for flexible and remote working.Read more about how you can thrive with us: Your role Leading on nationally important infrastructure projects, managing project programmes and budgets. Planning and undertaking a range of field surveys; analysing and interpreting survey results with a strong focus on ornithology. Delivering input into Ecological Impact Assessments and Habitat Regulations Appraisal Designing and co-ordinating ecological mitigation. Authoring and checking/reviewing a range of ecological reports and survey data. Provide ecological advice to clients, planners and multi-disciplinary design teams and liaise with stakeholders. Taking a leadership role managing projects, building client relationships and work bank. Actively identifying, raising, managing and mitigating risks, particularly within a Project/Framework environment. Proactively providing innovation on projects and within the ecology team. Coaching, mentoring and supporting other staff members in their development. About you Membership of the Chartered Institute of Ecology and Environmental Management (CIEEM), or equivalent, and chartership (CEcol or CEnv) or working towards this. AtkinsRéalis to cover membership costs. Strong skills in report writing, including preparing Ecological Impact Assessments, Biodiversity Chapters for Environmental Impact Assessments and Habitats Regulations Assessment (including Appropriate Assessment). Skilled ornithological surveyor including demonstrable competency and proven experience to capable level in line with CIEEM's Competency Framework to lead bird surveys. Range of experience across surveys for both assemblage and species specific surveys with a focus on Scottish/upland species desirable. Experience in survey design and data interpretation for multi-season ornithological surveys. Experience of territory and collision risk analysis is desirable. The experience and ability to hold or have held Schedule 1 survey licences is strongly desirable. Demonstrable experience of working as an assistant or agent on a Schedule 1 licence will also be looked upon favourably. Ability and willingness to coordinate and lead other protected species surveys and production of deliverables in line with relevant good practice guidance. Experience of undertaking quality assurance and technical lead roles for projects. Demonstrable project management experience including technical, financial and quality assurance aspects. Experience of working on large infrastructure projects with ability to demonstrate transferable insights and cross-sector learning. Ability and willingness to travel for to site across Scotland, including a full UK/EEC driving licence. Rewards & benefitsExplore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. About AtkinsRéalisWe're , a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance.We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. As a Disability Confident Leader, we are committed to offering an interview to all applicants who have a disability and meet the essential criteria. If you would like to be considered under this commitment, please let us know at the application stage. Worker Type Employee Job Type Regular At AtkinsRéalis , we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey Salary - up to £45,000 This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients click apply for full job details
Apr 17, 2026
Full time
Technical Adviser Assistant / Paraplanner Location Farnham, Surrey Salary - up to £45,000 This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients click apply for full job details
Are you looking to join a practice who are looking to shape the future of Financial Planning?I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client baseI want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.Your key responsibilities will include: Supporting Financial Planners in delivering bespoke financial advice Reviewing and analysing client circumstances and financial data Preparing high-quality documentation: valuations, cash-flow models, executive summaries, suitability reports, etc. Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience Coordinating on-boarding of new clients and supporting ongoing client relationships Using cutting-edge planning and CRM systems to manage work-flow efficiently Collaborating with colleagues to standardise best practices across desks Helping generate new business through introducer relationships We're looking for someone who's curious, detail-oriented, and excited by the opportunity to grow with us. You'll ideally have: Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams Experience in a financial planning environment A strong grasp of financial planning products, client on-boarding, AML, and compliance Confident communication skills and the ability to solve complex problems with initiative The role offers: A competitive salary of £40,000 - £50,000 per annum An excellent benefits package Ongoing professional development and training A culture that supports your growth, values your input, and challenges the status quo If you're a driven financial planning professional ready to take your career further, I'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Oct 08, 2025
Full time
Are you looking to join a practice who are looking to shape the future of Financial Planning?I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client baseI want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.Your key responsibilities will include: Supporting Financial Planners in delivering bespoke financial advice Reviewing and analysing client circumstances and financial data Preparing high-quality documentation: valuations, cash-flow models, executive summaries, suitability reports, etc. Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience Coordinating on-boarding of new clients and supporting ongoing client relationships Using cutting-edge planning and CRM systems to manage work-flow efficiently Collaborating with colleagues to standardise best practices across desks Helping generate new business through introducer relationships We're looking for someone who's curious, detail-oriented, and excited by the opportunity to grow with us. You'll ideally have: Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams Experience in a financial planning environment A strong grasp of financial planning products, client on-boarding, AML, and compliance Confident communication skills and the ability to solve complex problems with initiative The role offers: A competitive salary of £40,000 - £50,000 per annum An excellent benefits package Ongoing professional development and training A culture that supports your growth, values your input, and challenges the status quo If you're a driven financial planning professional ready to take your career further, I'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
Oct 08, 2025
Full time
My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company's procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years' experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years' experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team's workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events
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 is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
Oct 01, 2025
Full time
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
