18 jobs found

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

Job Role: Engineering Planning & Stores Coordinator Client: Global Category Leading Manufacturer Job Type: Permanent Monday - Friday Days, flexible on start / finish times, 38-hour week Some Hybrid working 1-2 days Salary: £32 - 36k Target plus 5% Bonus and very competitive package Contract Type: Permanent Job Location: Goole area easy access sit Your aim: You will be the glue between maintenance teams, procurement, and operations ensuring engineers have what they need, when they need it, safely and cost-effectively. The Engineering Planning & Stores Co-Ordinator will lead and develop engineering spares and contractor controls to reduce stock holdings and contractor costs. This role is Focused On: Engineering spares & inventory control Contractor coordination & compliance Maintenance planning support Statutory inspections & CMMS management Cost control across multiple sites This job role is critical, it directly impacts: Downtime reduction parts availability & contractor response Cost control - stock optimisation & supplier management Compliance - statutory inspections & documentation Efficiency - planning servicing without disrupting production Role & Responsibilities Engineering Planning & Stores Coordinator Reporting to the Operations & Engineering Manager and responsible for the Maintenance stores processes, to enable delivery of the Business objectives against factory Key Performance Indicators Lead the Engineering Stores Ensure consumable spares are maintained to the correct levels to minimise downtime. critical spares maintained at the correct levels Monitor and provide reports as required covering Engineering parts, labour and Contractor spend You will support our Engineering teams to exceed KPIs for schedule compliance, work volume, inventory levels, and drive a proactive approach to the prevention of equipment failure You'll ensure that appropriate engineering spares and inventory is identified, catalogued and available to support asset reliability You'll strive to maintain a safe, organised, cost-effective, and proactive stores and maintenance facility To maintain a well-organized and safe engineering stores in support of minimizing equipment downtime and improving performance To achieve site Key Performance Indicators (KPI s) with respect to stock value, accuracy, stock turns & consignment stock Develop the Engineering Stores capabilities and processes Adhere to and implement robust stock management and controls, identifying continuous improvement opportunities to ensure the needs of the site are met To proactively source alternative components, engineered parts and suppliers that can meet the technical standards To manage the complete end-to-end return of defective parts/non-conforming parts To update and maintain a computerized stocking system for all material movements Organise parts for specific maintenance tasks Qualifications and Requirements Engineering Planning & Stores Lead Experience in engineering or warehousing supply chain stores management environment Open to industry background Experienced in systems for data input Good level of literacy/numeracy Electrical and/or mechanical engineering experience is desirable. Experience of operating in a medium/large, automated manufacturing operation desirable Experience of computerised maintenance management systems (CMMS) Experience of spares/stock management systems Ability to identify key engineering equipment is an advantage Computer literate Excel, Word, Outlook etc What we can offer Engineering Planning & Stores Lead Competitive salary 5% Bonus - achievable A fast-paced and challenging work environment Wellbeing resources 26 days holiday + bank holidays Guaranteed Christmas holidays Health care cash plan Employee discount on products Life assurance Medical and dental insurance Flexible holiday scheme to buy and ell holidays 5% company matched pension scheme For more information, please contact (url removed) or on (phone number removed). Candidates who are currently a Stores Engineer, Engineering Storeman, Maintenance Stores Co-ordinator, Stores Administrator, Engineering Planner, Engineering Compliance Coordinator, Contractor Coordinator Engineering Support CoordinatorStores person, Maintenance Co-ordinator and Engineering Stores Manager , Maintenance PlannerMaintenance CoordinatorEngineering Planner, CMMS CoordinatorEngineering Stores Coordinator Spare Parts Coordinator, MRO (Maintenance, Repair & Operations) Coordinator, Engineering Inventory Controller, Asset Planner, Supply Chain co-ordinator, and any equivalent background will be suitable for the role. Omega is an employment agency specialising in opportunities at all levels within the Engineering, Manufacturing, Aerospace, Automotive, Electronics, Defence, Scientific, Energy & Renewables and Tech sectors.

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)

Job Role: Maintenance Planning & Stores Coordinator Client: Global Category Leading Manufacturer Job Type: Permanent Monday - Friday Days, flexible on start / finish times, 38-hour week Some Hybrid working 1-2 days Salary: £32 - 36k Target plus 5% Bonus and very competitive package Contract Type: Permanent Job Location: Goole area easy access sit Your aim: You will be the glue between maintenance teams, procurement, and operations ensuring engineers have what they need, when they need it, safely and cost-effectively. The Engineering Planning & Stores Co-Ordinator will lead and develop engineering spares and contractor controls to reduce stock holdings and contractor costs. This role is Focused On: Engineering spares & inventory control Contractor coordination & compliance Maintenance planning support Statutory inspections & CMMS management Cost control across multiple sites This job role is critical, it directly impacts: Downtime reduction parts availability & contractor response Cost control - stock optimisation & supplier management Compliance - statutory inspections & documentation Efficiency - planning servicing without disrupting production Role & Responsibilities -Maintenance Planning & Stores Coordinator Reporting to the Operations & Engineering Manager and responsible for the Maintenance stores processes, to enable delivery of the Business objectives against factory Key Performance Indicators Lead the Engineering Stores Ensure consumable spares are maintained to the correct levels to minimise downtime. critical spares maintained at the correct levels Monitor and provide reports as required covering Engineering parts, labour and Contractor spend You will support our Engineering teams to exceed KPIs for schedule compliance, work volume, inventory levels, and drive a proactive approach to the prevention of equipment failure You'll ensure that appropriate engineering spares and inventory is identified, catalogued and available to support asset reliability You'll strive to maintain a safe, organised, cost-effective, and proactive stores and maintenance facility To maintain a well-organized and safe engineering stores in support of minimizing equipment downtime and improving performance To achieve site Key Performance Indicators (KPI s) with respect to stock value, accuracy, stock turns & consignment stock Develop the Engineering Stores capabilities and processes Adhere to and implement robust stock management and controls, identifying continuous improvement opportunities to ensure the needs of the site are met To proactively source alternative components, engineered parts and suppliers that can meet the technical standards To manage the complete end-to-end return of defective parts/non-conforming parts To update and maintain a computerized stocking system for all material movements Organise parts for specific maintenance tasks Qualifications and Requirements Maintenanace Planning & Stores Coordinator Experience in engineering or warehousing supply chain stores management environment Open to industry background Experienced in systems for data input Good level of literacy/numeracy Electrical and/or mechanical engineering experience is desirable. Experience of operating in a medium/large, automated manufacturing operation desirable Experience of computerised maintenance management systems (CMMS) Experience of spares/stock management systems Ability to identify key engineering equipment is an advantage Computer literate Excel, Word, Outlook etc What we can offer Maintenance Planning & Stores Coordinator Competitive salary 5% Bonus - achievable A fast-paced and challenging work environment Wellbeing resources 26 days holiday + bank holidays Guaranteed Christmas holidays Health care cash plan Employee discount on products Life assurance Medical and dental insurance Flexible holiday scheme to buy and ell holidays 5% company matched pension scheme For more information, please contact (url removed) or on (phone number removed). Candidates who are currently a Stores Engineer, Engineering Storeman, Maintenance Stores Co-ordinator, Stores Administrator, Engineering Planner, Engineering Compliance Coordinator, Contractor Coordinator Engineering Support CoordinatorStores person, Maintenance Co-ordinator and Engineering Stores Manager , Maintenance Planner, Maintenance Coordinator Engineering Planner, CMMS Coordinator Engineering Stores Coordinator Spare Parts Coordinator, MRO (Maintenance, Repair & Operations) Coordinator, Engineering Inventory Controller, Asset Planner, Supply Chain co-ordinator, and any equivalent background will be suitable for the role. Omega is an employment agency specialising in opportunities at all levels within the Engineering, Manufacturing, Aerospace, Automotive, Electronics, Defence, Scientific, Energy & Renewables and Tech sectors.

Reporting directly to the Engineering Manager you will be the go-to person for providing administrative support to the engineering team. This is an exciting opportunity for someone who thrives in a dynamic environment, excels in multitasking, and has a keen eye for detail. Location: Silloth Salary: Competitive Benefits: Enhanced holiday entitlement, company sick pay, life insurance, health cash plans, family friendly policies, EV/ULEV car scheme and cycle to work scheme. Hours: The shift pattern for this role is 40 hours per week, 08:00 - 17:00, Monday to Friday. What you'll be doing: Maintain the purchasing system (Microsoft D365), raise & issue, receipt orders, capture all spend uniquely to each site & regularly update site specific stakeholders, indicating spend to date (weekly) to support monthly & YTD budget compliance, to flag any unbudgeted spending to site specific stakeholders. To renew service contracts when required at the approval of departmental leads, to create service contract matrix, to indicate frequencies, due dates & valid periods. Contractor control, to monitor contractor matrix, to reach out to relevant firms to update their records, Insurance certificates & evidence of competency to ensure compliance and in line with GDPR procedures. To maintain engineering training matrix, to update records & arrange refresher or full training when required to demonstrate individual competence & compliance at the approval of departmental leads. To work with group H&S to obtain monthly reviews of Human focus training, escalate to department stakeholders any requirements to ensure compliance To minute/scribe engineering/site meetings & distribute accordingly To demonstrate a proactive involvement in the achievement of the site strategy and departmental targets and KPI's with a site-specific dashboard Oversee the control, ordering and organisation of maintenance parts, materials and consumables to ensure appropriate stock levels and accurate record-keeping. Manage all external contractors on site, including coordinating inductions, issuing and verifying Permits to Work, and ensuring full compliance with site safety procedures. Maintain and update the planned maintenance schedule, ensuring all activities are completed on time and recorded accurately About you: Minimum 2 years' experience in an engineering / admin role, ideally within food manufacturing. Experience with Microsoft D365 Computer literate. Experience working with budgets and projects Good communication skills (Written and verbal). Results orientated. Continuous improvement mindset. Organised and systematic. Able to work to own initiative. Attention to detail Good understanding of Health and Safety Full Driving License About us: We manufacture a wide range of flours in some of the most technically advanced mills in the world which ensures the highest level of food safety and brand protection for our customers. We have built our reputation as a world class miller and market leader by establishing close working relationships with our customers. We hold ourselves to uncompromised ethical and legal standards and are proud that our customers and suppliers endorse our reputation for innovation, consistency and partnership. Why join our team: Stability & Growth: We're a trusted name in the industry with a proud heritage. Team Spirit: Friendly, supportive colleagues who value what you bring to the table. Opportunities for Everyone: From drivers and engineers to finance and HR-there's a place for you here. Competitive Pay & Benefits: Because your hard work deserves recognition. Ready to be part of something bigger? Apply here today and start your journey with Carr's Flour Mills! Carr's Flour Mills are an Equal Opportunities Employer Maintnenace Admin Assistant, Maintenance Administration Assistant, Maintenance Administrator, Maintenance Assistant, Maintenance Clerk, Maintenance Co Ordinator, Maintenance Co-ordinator, Maintenance Operative, Planner, Scheduler

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.

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

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

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.

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.

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.

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.