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financial planner
Premier Jobs UK Limited
Technical Paraplanner
Premier Jobs UK Limited Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
Apr 23, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
Premier Jobs UK Limited
Financial Planner
Premier Jobs UK Limited Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client hold click apply for full job details
Apr 23, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit employed Financial Planners as part of their growth journey The business is due to embark upon their next chapter of growth and are looking for Financial Planners who align with their values. You will benefit from working with their high quality, loyal clients, with average client hold click apply for full job details
QA
Financial Support Apprentice
QA Edinburgh, Midlothian
Why Johnston Financial? Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients' assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices. This company is one of the largest in its sector and they are committed to ensuring our clients receive exceptional levels of service. To do this they seek to ensure that the staff receive ongoing professional development and enjoy their working environment. They are currently looking for a Financial Services Apprentice to join their team in Edinburgh. What's involved: Supporting the wider team with collaborative document management, using the in-house Enable system to maintain accurate and bespoke client records Acting as the first point of contact for customer and client queries, as well as colleagues seeking information Managing finance documents and maintaining up-to-date financial information for each client Assisting with the creation and preparation of bespoke client valuations Working collaboratively with advisors to manage their diaries and coordinate meetings Updating shared online drives and client portals daily through Enable, ensuring all information is recorded accurately Using Excel to run financial reports relating to current client work Scanning and uploading documents into the Enable management system Using Microsoft Office applications What do they need from you? Excellent attention to detail Great communicators who listen to and understand our customers Salary: £18,000 per annum Working hours: Monday to Friday, 9am - 5pm Benefits: Pension scheme Full time role on completion of apprenticeship Further development within Financial Services Future prospects: You will have the chance to continue to develop through the company and progress within your role. Important information: This vocational apprenticeship comprehensively supports your specific job role with this particular employer. Throughout your learning journey, you are fully supported by your dedicated QA skills coach and your mentor at work. They ensure you settle in, help you develop all the skills you need to be successful in your job role and pass your assessments, and can provide one to one support. Starting with insights into your current potential, they plan your growth in a programmatic way, close skills gaps with immersive training and ensure what you learn is applicable to what you do. They talk you through the specifics on the qualifications you gain and how they align in particular to your day to day role. On completion, as well as the valuable work experience you have gained, you get a nationally recognised qualification at SCQF Level 6. If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW! Please be advised that this advert may close prior to the closing date stated above if a high number of applications are received. If you are interested in this vacancy please apply below as soon as possible.
Apr 23, 2026
Full time
Why Johnston Financial? Johnston Financial are a Chartered Financial Planner and Wealth Manager established in 1988 who are responsible for nearly £500 million of our clients' assets. They provide advice on financial services in a wide range of areas and establish investment portfolios for clients throughout the UK from their Edinburgh New Town offices. This company is one of the largest in its sector and they are committed to ensuring our clients receive exceptional levels of service. To do this they seek to ensure that the staff receive ongoing professional development and enjoy their working environment. They are currently looking for a Financial Services Apprentice to join their team in Edinburgh. What's involved: Supporting the wider team with collaborative document management, using the in-house Enable system to maintain accurate and bespoke client records Acting as the first point of contact for customer and client queries, as well as colleagues seeking information Managing finance documents and maintaining up-to-date financial information for each client Assisting with the creation and preparation of bespoke client valuations Working collaboratively with advisors to manage their diaries and coordinate meetings Updating shared online drives and client portals daily through Enable, ensuring all information is recorded accurately Using Excel to run financial reports relating to current client work Scanning and uploading documents into the Enable management system Using Microsoft Office applications What do they need from you? Excellent attention to detail Great communicators who listen to and understand our customers Salary: £18,000 per annum Working hours: Monday to Friday, 9am - 5pm Benefits: Pension scheme Full time role on completion of apprenticeship Further development within Financial Services Future prospects: You will have the chance to continue to develop through the company and progress within your role. Important information: This vocational apprenticeship comprehensively supports your specific job role with this particular employer. Throughout your learning journey, you are fully supported by your dedicated QA skills coach and your mentor at work. They ensure you settle in, help you develop all the skills you need to be successful in your job role and pass your assessments, and can provide one to one support. Starting with insights into your current potential, they plan your growth in a programmatic way, close skills gaps with immersive training and ensure what you learn is applicable to what you do. They talk you through the specifics on the qualifications you gain and how they align in particular to your day to day role. On completion, as well as the valuable work experience you have gained, you get a nationally recognised qualification at SCQF Level 6. If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW! Please be advised that this advert may close prior to the closing date stated above if a high number of applications are received. If you are interested in this vacancy please apply below as soon as possible.
Paraplanner - RDR Level 4
Barbara Houghton
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
Apr 23, 2026
Full time
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London. Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review prospective clients' existing p click apply for full job details
Dynamite Recruitment
Junior Paraplanner
Dynamite Recruitment Bournemouth, Dorset
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Apr 23, 2026
Full time
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Service Service
Office Manager (IFA Practice)
Service Service
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 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 is available to staff but this position requires someone to be in the office most of the time
Apr 23, 2026
Full time
My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 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 is available to staff but this position requires someone to be in the office most of the time
Fawkes & Reece
Senior Planner - Yorkshire Construction Projects (Car Allowance)
Fawkes & Reece Sheffield, Yorkshire
Reference: VAC-06 Posted: March 23, 2026 Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead in the Yorkshire region. Our client works across several sectors of the construction industry - data centres, education, commercial, industrial, residential, hotels and healthcare. This is a rear and exciting time for this region and you will reap the benefits and be a key part of the journey if joining the business now. The role of a Senior Planner: As Planner you will play a key role working on high profile schemes throughout the Yorkshire region. You will retain an overall monitoring capacity for complex projects to ensure construction plans are created, updated, and amended in line with project needs. You'll be strong on the contractual side, ensuring obligations, claims, risk management amd programme supports compliance. This is fantastic opportunity as you will gain valuable exposure of the planning principles utilised on key projects and be apart of a great team. As Planner your day to day will include: Attending regular site visits to assist the team with planning issues Collating progress information and understanding any areas of concern during the planning stage Creating workable construction programmes, monitoring and updating Advising and providing planning expertise across projects Excellent salary + car allowance / company car 28 days annual leave + statutory and option to purchase and additional 3 days per year Enhanced pension scheme Professional memberships New starter gift Company wide benefits Please get in touch with Ryan Hayes at Fawkes and Reece (Sheffield Office).
Apr 23, 2026
Full time
Reference: VAC-06 Posted: March 23, 2026 Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead in the Yorkshire region. Our client works across several sectors of the construction industry - data centres, education, commercial, industrial, residential, hotels and healthcare. This is a rear and exciting time for this region and you will reap the benefits and be a key part of the journey if joining the business now. The role of a Senior Planner: As Planner you will play a key role working on high profile schemes throughout the Yorkshire region. You will retain an overall monitoring capacity for complex projects to ensure construction plans are created, updated, and amended in line with project needs. You'll be strong on the contractual side, ensuring obligations, claims, risk management amd programme supports compliance. This is fantastic opportunity as you will gain valuable exposure of the planning principles utilised on key projects and be apart of a great team. As Planner your day to day will include: Attending regular site visits to assist the team with planning issues Collating progress information and understanding any areas of concern during the planning stage Creating workable construction programmes, monitoring and updating Advising and providing planning expertise across projects Excellent salary + car allowance / company car 28 days annual leave + statutory and option to purchase and additional 3 days per year Enhanced pension scheme Professional memberships New starter gift Company wide benefits Please get in touch with Ryan Hayes at Fawkes and Reece (Sheffield Office).
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Chesterfield, Derbyshire
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 23, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Bristol, Somerset
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 23, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Exchange Street Executive Search
Paraplanner
Exchange Street Executive Search Oxford, Oxfordshire
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Apr 23, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Billericay, Essex
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 23, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Brighton, Sussex
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 23, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Paraplanner
Rathbones Group Plc Exeter, Devon
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Paraplanner Department: Rathbones Financial Planning Location: Exeter Contract Typ click apply for full job details
Apr 23, 2026
Full time
Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Paraplanner Department: Rathbones Financial Planning Location: Exeter Contract Typ click apply for full job details
Bluetownonline
Flood Risk & Drainage Lead
Bluetownonline
Job Title: Flood Risk & Drainage Lead Location: Hybrid Working / Based from any of our UK Offices (Manchester, Liverpool or Glasgow Preferred) Salary: Competitive Job Type: Full Time, Permanent About us: We are a team of enthusiastic and collaborative planners, designers, environmental consultants, engineers and health & safety professionals. Our client base includes public and private sectors. We have grown significantly over the last few years and now employ 200 individuals across the UK. Teamwork and a people-first culture are at the heart of everything we do and we wish to engage an enthusiastic professional to join our team. Please note that the company does not offer sponsorship and therefore candidates must have the legal right to live and work in the UK to be considered for this role. About The Role: We are seeking a commercially driven Flood Risk & Drainage Lead to lead and grow our Water Environment team. This is not a pure delivery role. We are looking for someone who can combine strong technical oversight with business development, client ownership and team leadership. The successful candidate will help shape the direction of the service line, strengthen technical capability and grow fee income. You will take ownership of projects, clients and team performance while driving commercial growth across a varied portfolio of sectors and clients. You will lead and oversee delivery across the water environment discipline, including Flood Risk Assessments, drainage strategies and designs, hydraulic modelling and specialist assessments. Our Work: Our water environment team delivers a wide range of work across flood risk, drainage and hydraulic modelling, supporting planning and delivery for energy, infrastructure, industrial, residential and commercial projects. The work is varied, client-facing and often fast moving, with a mix of strategic advisory, modelling and design-led delivery. You will: Lead and oversee delivery across the water environment discipline, including Flood Risk Assessments, drainage strategies and designs, hydraulic modelling and specialist assessments Manage technically complex projects, including surface water and fluvial assessments, drainage network modelling, detention and storage design, and fire water and containment assessments where required Act as technical sign-off and quality lead on flood risk, drainage and modelling outputs Build and manage client relationships across a varied client base (developers, operators, landowners, contractors, consultants and public sector bodies), developing repeat work and new opportunities Lead fee proposals, tenders and scope definition, including advising clients on proportionate scope and risk Support and lead business development activity, including pipeline development and conversion Line manage and mentor junior consultants, delegating effectively and maintaining standards Own project financial performance, including budgets, fee forecasting, WIP management and invoicing Contribute to strategic growth of the water team, including market positioning, service development and capability building What We Are Looking For: Commercial mindset: Evidence of winning work, leading proposals or owning client accounts Confident scoping work, agreeing fees and advising clients on proportionate scope and risk Comfortable with budgets, fee forecasting, WIP and invoicing Leadership: Experience line managing, mentoring or leading a team Strong QA instincts and ability to enforce standards Credible and confident representing the business externally Technical capability: Strong understanding of UK flood risk policy, guidance and planning requirements Experience producing and reviewing FRA and drainage submissions Working knowledge of SuDS principles, hydraulic design and hydraulic modelling Able to technically direct and review modelling and design outputs, even if not the primary modeller on every project Sector alignment: Experience delivering water environment work across a range of sectors and clients Planning-led development experience is valuable, but not essential if you can demonstrate strong technical oversight and commercial performance across other sectors Experience with energy, industrial, infrastructure, utilities, developer-side or contractor-side projects is welcomed Personal drive: Commercially aware, proactive and growth minded Comfortable operating in an agile consultancy environment with high ownership and accountability Motivated to progress in the business Benefits: Competitive salary and attractive benefits package is offered, including: 33 days holiday Hybrid and flexible working Salary sacrifice schemes (EV, Cycle to Work, Holiday Purchase) Health cash plan Volunteer day To Apply: Please click on the APPLY button to send your CV and Cover Letter for this role. Please summarise what you can bring to the role and your salary expectation. Only those invited to interview will receive a response Candidates with experience of: Flood Risk Consultant, Drainage Engineer, Implementation Engineer, Flood Risk Management, Flood Risk Implementation, Drainage Engineer, Hydraulic Engineer, Civil Engineering Manager may also be considered for this role
Apr 23, 2026
Full time
Job Title: Flood Risk & Drainage Lead Location: Hybrid Working / Based from any of our UK Offices (Manchester, Liverpool or Glasgow Preferred) Salary: Competitive Job Type: Full Time, Permanent About us: We are a team of enthusiastic and collaborative planners, designers, environmental consultants, engineers and health & safety professionals. Our client base includes public and private sectors. We have grown significantly over the last few years and now employ 200 individuals across the UK. Teamwork and a people-first culture are at the heart of everything we do and we wish to engage an enthusiastic professional to join our team. Please note that the company does not offer sponsorship and therefore candidates must have the legal right to live and work in the UK to be considered for this role. About The Role: We are seeking a commercially driven Flood Risk & Drainage Lead to lead and grow our Water Environment team. This is not a pure delivery role. We are looking for someone who can combine strong technical oversight with business development, client ownership and team leadership. The successful candidate will help shape the direction of the service line, strengthen technical capability and grow fee income. You will take ownership of projects, clients and team performance while driving commercial growth across a varied portfolio of sectors and clients. You will lead and oversee delivery across the water environment discipline, including Flood Risk Assessments, drainage strategies and designs, hydraulic modelling and specialist assessments. Our Work: Our water environment team delivers a wide range of work across flood risk, drainage and hydraulic modelling, supporting planning and delivery for energy, infrastructure, industrial, residential and commercial projects. The work is varied, client-facing and often fast moving, with a mix of strategic advisory, modelling and design-led delivery. You will: Lead and oversee delivery across the water environment discipline, including Flood Risk Assessments, drainage strategies and designs, hydraulic modelling and specialist assessments Manage technically complex projects, including surface water and fluvial assessments, drainage network modelling, detention and storage design, and fire water and containment assessments where required Act as technical sign-off and quality lead on flood risk, drainage and modelling outputs Build and manage client relationships across a varied client base (developers, operators, landowners, contractors, consultants and public sector bodies), developing repeat work and new opportunities Lead fee proposals, tenders and scope definition, including advising clients on proportionate scope and risk Support and lead business development activity, including pipeline development and conversion Line manage and mentor junior consultants, delegating effectively and maintaining standards Own project financial performance, including budgets, fee forecasting, WIP management and invoicing Contribute to strategic growth of the water team, including market positioning, service development and capability building What We Are Looking For: Commercial mindset: Evidence of winning work, leading proposals or owning client accounts Confident scoping work, agreeing fees and advising clients on proportionate scope and risk Comfortable with budgets, fee forecasting, WIP and invoicing Leadership: Experience line managing, mentoring or leading a team Strong QA instincts and ability to enforce standards Credible and confident representing the business externally Technical capability: Strong understanding of UK flood risk policy, guidance and planning requirements Experience producing and reviewing FRA and drainage submissions Working knowledge of SuDS principles, hydraulic design and hydraulic modelling Able to technically direct and review modelling and design outputs, even if not the primary modeller on every project Sector alignment: Experience delivering water environment work across a range of sectors and clients Planning-led development experience is valuable, but not essential if you can demonstrate strong technical oversight and commercial performance across other sectors Experience with energy, industrial, infrastructure, utilities, developer-side or contractor-side projects is welcomed Personal drive: Commercially aware, proactive and growth minded Comfortable operating in an agile consultancy environment with high ownership and accountability Motivated to progress in the business Benefits: Competitive salary and attractive benefits package is offered, including: 33 days holiday Hybrid and flexible working Salary sacrifice schemes (EV, Cycle to Work, Holiday Purchase) Health cash plan Volunteer day To Apply: Please click on the APPLY button to send your CV and Cover Letter for this role. Please summarise what you can bring to the role and your salary expectation. Only those invited to interview will receive a response Candidates with experience of: Flood Risk Consultant, Drainage Engineer, Implementation Engineer, Flood Risk Management, Flood Risk Implementation, Drainage Engineer, Hydraulic Engineer, Civil Engineering Manager may also be considered for this role
Hybrid Wealth Client Delivery Lead
Successionwealth Salisbury, Wiltshire
A leading financial services firm in Salisbury seeks a Client Delivery Lead to support Wealth Planners in managing high net worth clients. This hybrid role involves liaising with policy providers, processing business applications, and ensuring data accuracy. Candidates should have at least a year of experience in a fast-paced financial services administration role, especially in client support. The position offers a competitive salary, excellent benefits, and a supportive work environment focused on staff well-being.
Apr 23, 2026
Full time
A leading financial services firm in Salisbury seeks a Client Delivery Lead to support Wealth Planners in managing high net worth clients. This hybrid role involves liaising with policy providers, processing business applications, and ensuring data accuracy. Candidates should have at least a year of experience in a fast-paced financial services administration role, especially in client support. The position offers a competitive salary, excellent benefits, and a supportive work environment focused on staff well-being.
Exchange Street Executive Search
Paraplanner
Exchange Street Executive Search City, Manchester
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Apr 23, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Exchange Street Executive Search
Paraplanner
Exchange Street Executive Search
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Apr 23, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Paraplanner
TEMPLEGATE RECRUITMENT LIMITED Gloucester, Gloucestershire
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
Apr 23, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
Exchange Street Executive Search
Paraplanner
Exchange Street Executive Search City, Leeds
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Apr 23, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
Resource Matters Ltd
Financial Planner (Remote)
Resource Matters Ltd Bromley, London
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 23, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details

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