Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £45,000 - £55,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency. Cancel
May 08, 2026
Full time
Job Title: Paraplanner Salary: £45,000 - £55,000 Location: Hertford Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £45,000 - £55,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency. Cancel
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 08, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Hertford, Herts Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Job Title: Paraplanner Salary: £42,000 - £50,000 Location: York Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £42,000 - £50,000 based on experience Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 08, 2026
Full time
Job Title: Paraplanner Salary: £42,000 - £50,000 Location: York Term: Permanent An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career. Main Purpose & Scope of the Paraplanner Role: The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact-finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism. Duties of the Paraplanner role: Client Acquisition Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database. Maintain accurate and up-to-date client records within the CRM and contribute to process improvements. Submit and track applications with providers, ensuring timely follow-up. Ensure client documentation and forms remain current and compliant. Attend client meetings to provide technical and administrative support as required. Existing Clients Prepare performance data and supporting materials for client review meetings, including meeting check sheets. Record and action agreed follow-ups from client reviews, including portfolio risk profile updates. Support account changes and set-up for existing clients as needed. Assist with client queries, including guidance on the Investor Portal. Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £42,000 - £50,000 based on experience Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers, supporting the delivery of tailored financial planning advice to a high-net-worth client base click apply for full job details
May 08, 2026
Full time
Senior Paraplanner London (Hybrid) £50,000 £62,000 + Bonus + Benefits An excellent opportunity has arisen for a Senior Paraplanner to join a leading wealth management firm in London. This role offers the chance to work closely with senior advisers, supporting the delivery of tailored financial planning advice to a high-net-worth client base click apply for full job details
North Oak Recruitment
Loughborough, Leicestershire
IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details
May 08, 2026
Full time
IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details
Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most click apply for full job details
May 08, 2026
Full time
Company description: At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money, we guide people through lifes big moments, helping them stay on track and focus on what matters most click apply for full job details
Overview Lead Delivery Excellence. Enable Project Success. Engineer a Better future! At AtkinsRéalis, our Delivery Assurance capability plays a critical role in helping secure government clients understand the true health, strength and resilience of their programmes. Our assurance professionals work across major, complex and high integrity delivery environments, providing expert assessment, constructive challenge, and actionable recommendations that improve delivery confidence and drive better outcomes. This is an opportunity for an experienced P3M professional who enjoys analytical thinking, stakeholder influence, evidence based assessment and supporting clients to deliver with clarity, control and confidence. You'll bring together delivery expertise, structured review methods and professional curiosity to identify risks early, strengthen governance, and improve performance across some of the most important programmes in the UK. You'll join a growing community of PMO, planning, risk, delivery and digital specialists within our Delivery Optimisation practice - working together to embed maturity, improve standards and enhance delivery across our Secure Government portfolio. You will: Work on mission critical secure government programmes that protect national interests. Lead delivery reviews, health checks and assurance activities using robust frameworks and recognised best practice. Shape the development of assurance capability across the Secure Government market. Collaborate with multidisciplinary teams across risk, planning, PMO, commercial, finance and delivery. Influence senior client stakeholders and provide assessments they can trust. Access structured development, including assurance frameworks, leadership pathways and advanced delivery training. Operate in a culture that values psychological safety, constructive challenge and evidence based thinking. Your role As a Delivery Assurance Consultant, you'll act as a trusted, independent voice within complex secure government programmes. You'll lead or contribute to structured reviews, deep dive assessments and assurance activities that evaluate performance, governance, risks, controls and delivery confidence. Working across multiple programmes, you'll apply analytical thinking, professional judgement and delivery expertise to identify early warning signs, uncover root causes, and highlight opportunities for improvement. You'll work closely with project leaders, PMO, planners, risk managers and technical specialists to understand delivery dynamics, challenge assumptions and triangulate evidence from multiple sources. You'll lead the development of assurance outputs - from findings and recommendations to maturity assessments and action plans - ensuring they are clear, pragmatic and tailored to each client environment. You'll also support the ongoing development of the Assurance capability within Delivery Optimisation, helping refine methods, build templates, mentor junior colleagues and strengthen best practice across the business. Your work will directly influence delivery outcomes and improve the reliability, predictability and transparency of major programmes. In this role, you will: Lead or support structured delivery reviews, health checks and assurance activities across projects and programmes. Assess delivery performance using recognised frameworks, best practice standards and AtkinsRéalis methodologies. Review governance structures, controls, plans, financials, risks, issues, dependencies and reporting quality. Conduct interviews, workshops and evidence reviews with key stakeholders at all levels. Analyse delivery data, triangulate information and form evidence based conclusions. Produce clear, concise and actionable findings, recommendations and improvement plans. Provide constructive challenge and advisory support to programme leaders and sponsors. Monitor progress against recommendations and help embed improvements in delivery environments. Influence and collaborate with PMO, Risk, Planning, Digital Insights and Delivery colleagues to ensure assurance is holistic. Contribute to the growth of the Delivery Review & Assurance capability, developing guidance, tools and approaches. Coach and mentor junior colleagues involved in assurance activity and delivery diagnostics. All our roles are subject to a minimum of 3 days in the office, either onsite with our clients or at one of our AtkinsRéalis offices, (pro rated for part time employees). This particular role is based in Manchester and we are looking for candidates who can commit to being onsite in Manchester for a minimum of 4 days per week. About you Experience & Expertise Extensive experience in project, programme or portfolio environments, ideally within secure government or high integrity sectors. Strong understanding of delivery controls, governance, planning, risk, commercial and performance management. Experience conducting reviews, audits, assurance activity or deep dive assessments (formal or informal). Ability to quickly understand complex delivery environments and identify underlying risks or performance challenges. Skilled at interviewing, evidence gathering, analysis and triangulation. Strong report writing and storytelling skills - able to distil complex information into clear, actionable insight. Confidence influencing senior stakeholders and providing balanced, constructive challenge. Attributes & Behaviours Curious, analytical and comfortable asking difficult questions. Independent minded, objective and committed to evidence based conclusions. Collaborative, supportive and able to build trust quickly. Able to balance critique with empathy, pragmatism and solutions focused thinking. Composed and professional within sensitive or politically complex environments. Rewards & benefits Explore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. Be rewarded. Find out more. About AtkinsRéalis We're AtkinsRéalis, a world class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Find out more. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance. We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability.
May 08, 2026
Full time
Overview Lead Delivery Excellence. Enable Project Success. Engineer a Better future! At AtkinsRéalis, our Delivery Assurance capability plays a critical role in helping secure government clients understand the true health, strength and resilience of their programmes. Our assurance professionals work across major, complex and high integrity delivery environments, providing expert assessment, constructive challenge, and actionable recommendations that improve delivery confidence and drive better outcomes. This is an opportunity for an experienced P3M professional who enjoys analytical thinking, stakeholder influence, evidence based assessment and supporting clients to deliver with clarity, control and confidence. You'll bring together delivery expertise, structured review methods and professional curiosity to identify risks early, strengthen governance, and improve performance across some of the most important programmes in the UK. You'll join a growing community of PMO, planning, risk, delivery and digital specialists within our Delivery Optimisation practice - working together to embed maturity, improve standards and enhance delivery across our Secure Government portfolio. You will: Work on mission critical secure government programmes that protect national interests. Lead delivery reviews, health checks and assurance activities using robust frameworks and recognised best practice. Shape the development of assurance capability across the Secure Government market. Collaborate with multidisciplinary teams across risk, planning, PMO, commercial, finance and delivery. Influence senior client stakeholders and provide assessments they can trust. Access structured development, including assurance frameworks, leadership pathways and advanced delivery training. Operate in a culture that values psychological safety, constructive challenge and evidence based thinking. Your role As a Delivery Assurance Consultant, you'll act as a trusted, independent voice within complex secure government programmes. You'll lead or contribute to structured reviews, deep dive assessments and assurance activities that evaluate performance, governance, risks, controls and delivery confidence. Working across multiple programmes, you'll apply analytical thinking, professional judgement and delivery expertise to identify early warning signs, uncover root causes, and highlight opportunities for improvement. You'll work closely with project leaders, PMO, planners, risk managers and technical specialists to understand delivery dynamics, challenge assumptions and triangulate evidence from multiple sources. You'll lead the development of assurance outputs - from findings and recommendations to maturity assessments and action plans - ensuring they are clear, pragmatic and tailored to each client environment. You'll also support the ongoing development of the Assurance capability within Delivery Optimisation, helping refine methods, build templates, mentor junior colleagues and strengthen best practice across the business. Your work will directly influence delivery outcomes and improve the reliability, predictability and transparency of major programmes. In this role, you will: Lead or support structured delivery reviews, health checks and assurance activities across projects and programmes. Assess delivery performance using recognised frameworks, best practice standards and AtkinsRéalis methodologies. Review governance structures, controls, plans, financials, risks, issues, dependencies and reporting quality. Conduct interviews, workshops and evidence reviews with key stakeholders at all levels. Analyse delivery data, triangulate information and form evidence based conclusions. Produce clear, concise and actionable findings, recommendations and improvement plans. Provide constructive challenge and advisory support to programme leaders and sponsors. Monitor progress against recommendations and help embed improvements in delivery environments. Influence and collaborate with PMO, Risk, Planning, Digital Insights and Delivery colleagues to ensure assurance is holistic. Contribute to the growth of the Delivery Review & Assurance capability, developing guidance, tools and approaches. Coach and mentor junior colleagues involved in assurance activity and delivery diagnostics. All our roles are subject to a minimum of 3 days in the office, either onsite with our clients or at one of our AtkinsRéalis offices, (pro rated for part time employees). This particular role is based in Manchester and we are looking for candidates who can commit to being onsite in Manchester for a minimum of 4 days per week. About you Experience & Expertise Extensive experience in project, programme or portfolio environments, ideally within secure government or high integrity sectors. Strong understanding of delivery controls, governance, planning, risk, commercial and performance management. Experience conducting reviews, audits, assurance activity or deep dive assessments (formal or informal). Ability to quickly understand complex delivery environments and identify underlying risks or performance challenges. Skilled at interviewing, evidence gathering, analysis and triangulation. Strong report writing and storytelling skills - able to distil complex information into clear, actionable insight. Confidence influencing senior stakeholders and providing balanced, constructive challenge. Attributes & Behaviours Curious, analytical and comfortable asking difficult questions. Independent minded, objective and committed to evidence based conclusions. Collaborative, supportive and able to build trust quickly. Able to balance critique with empathy, pragmatism and solutions focused thinking. Composed and professional within sensitive or politically complex environments. Rewards & benefits Explore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. Be rewarded. Find out more. About AtkinsRéalis We're AtkinsRéalis, a world class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Find out more. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance. We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
May 08, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Salisbury We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
PSM Recruitment are working with a well established, family owned IFA , with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to de click apply for full job details
May 08, 2026
Full time
PSM Recruitment are working with a well established, family owned IFA , with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to de click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Technical Paraplanner Location: Trowbridge, Wiltshire (Hybrid part office-based, part home working) Salary: £45,000 £55,000 (depending on experience) plus discretionary quarterly bonuses Why Join Us? This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e click apply for full job details
May 08, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Technical Paraplanner Location: Trowbridge, Wiltshire (Hybrid part office-based, part home working) Salary: £45,000 £55,000 (depending on experience) plus discretionary quarterly bonuses Why Join Us? This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e click apply for full job details
An excellent opportunity has arisen for an experienced Financial Planner to join a leading wealth management firm in Liverpool. This role offers the rare opportunity to take over an established client bank with significant recurring income, alongside strong internal support and a structured environment. The Role: Managing an existing portfolio of clients Delivering holistic financial planning advic click apply for full job details
May 08, 2026
Full time
An excellent opportunity has arisen for an experienced Financial Planner to join a leading wealth management firm in Liverpool. This role offers the rare opportunity to take over an established client bank with significant recurring income, alongside strong internal support and a structured environment. The Role: Managing an existing portfolio of clients Delivering holistic financial planning advic click apply for full job details
Paraplanner Guildford (Hybrid Working) £40,000 £46,000 + Bonus + Benefits We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford. This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and deliverin click apply for full job details
May 08, 2026
Full time
Paraplanner Guildford (Hybrid Working) £40,000 £46,000 + Bonus + Benefits We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford. This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and deliverin click apply for full job details
Paraplanner Southampton / Exeter (either) £40,000 £46,000 + Benefits An exciting opportunity for an experienced Paraplanner to join a growing financial planning firm, with flexibility to be based in either Southampton or Exeter. This role offers a strong balance of technical work and collaboration with advisers, within a supportive and forward-thinking environment click apply for full job details
May 08, 2026
Full time
Paraplanner Southampton / Exeter (either) £40,000 £46,000 + Benefits An exciting opportunity for an experienced Paraplanner to join a growing financial planning firm, with flexibility to be based in either Southampton or Exeter. This role offers a strong balance of technical work and collaboration with advisers, within a supportive and forward-thinking environment click apply for full job details
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
May 08, 2026
Full time
Senior Paraplanner Birmingham (Hybrid Working) £50,000 £62,000 + Excellent Benefits If youre an experienced Paraplanner looking for a senior-level role with real progression, we are working on an exciting opportunity in Birmingham. This position offers a strong mix of technical work, collaboration with advisers, and the chance to contribute to a growing and ambitious financial planning team click apply for full job details
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
May 08, 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
Resource Matters Ltd
Newcastle Upon Tyne, Tyne And Wear
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
May 08, 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
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 08, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
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.
May 08, 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.
Job Title: Senior Urban Designer Location: Camberley Penguin Recruitment is delighted to be supporting a market-leading planning and design consultancy in their search for an experienced Urban Designer / Senior Urban Designer to join their growing team. About the Company: This well-established consultancy is recognised as one of the UK's leading planning and design specialists, delivering high-quality, sustainable developments across England and Wales. With a strong reputation for innovation and placemaking, the team works on a diverse portfolio of projects, including large-scale new settlements and residential neighbourhoods. This is an excellent opportunity to join a collaborative and forward-thinking environment where creativity and professional growth are actively encouraged. Role Overview: The successful candidate will play a key role within the design team, contributing to a range of masterplanning and strategic development projects. You will collaborate with multi-disciplinary teams, helping to shape vision-led design solutions and support the delivery of outline planning applications. Key Responsibilities: Contribute to the preparation of masterplans, vision documents, and design strategies Support strategic site promotion and outline planning applications Work collaboratively with planners, architects, and external consultants Produce high-quality written reports, presentations, and graphic outputs Assist with project coordination and delivery Requirements: Minimum of 3 years' UK-based experience in urban design or masterplanning Postgraduate qualification in Urban Design from a UK university Background in architecture is advantageous Proven experience in strategic site promotion and planning applications Strong communication skills (written, verbal, and graphic) Advanced proficiency in Adobe Creative Suite, SketchUp, and CAD Hand drawing skills are desirable Full right to work in the UK What's on Offer: Competitive salary and benefits package Clear progression opportunities within a growing consultancy Exposure to a wide range of high-profile projects Ongoing CPD and support for professional qualifications Collaborative and supportive team culture Benefits Include: 25 days annual leave + bank holidays (rising with service) Private medical insurance (single cover) Pension scheme (salary sacrifice) Cycle to work scheme Eye care vouchers Staff referral bonus scheme Discounts on property and financial services This is an exciting opportunity for a motivated Urban Designer to take the next step in their career within a dynamic and supportive environment, contributing to the creation of sustainable and high-quality places. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
May 08, 2026
Full time
Job Title: Senior Urban Designer Location: Camberley Penguin Recruitment is delighted to be supporting a market-leading planning and design consultancy in their search for an experienced Urban Designer / Senior Urban Designer to join their growing team. About the Company: This well-established consultancy is recognised as one of the UK's leading planning and design specialists, delivering high-quality, sustainable developments across England and Wales. With a strong reputation for innovation and placemaking, the team works on a diverse portfolio of projects, including large-scale new settlements and residential neighbourhoods. This is an excellent opportunity to join a collaborative and forward-thinking environment where creativity and professional growth are actively encouraged. Role Overview: The successful candidate will play a key role within the design team, contributing to a range of masterplanning and strategic development projects. You will collaborate with multi-disciplinary teams, helping to shape vision-led design solutions and support the delivery of outline planning applications. Key Responsibilities: Contribute to the preparation of masterplans, vision documents, and design strategies Support strategic site promotion and outline planning applications Work collaboratively with planners, architects, and external consultants Produce high-quality written reports, presentations, and graphic outputs Assist with project coordination and delivery Requirements: Minimum of 3 years' UK-based experience in urban design or masterplanning Postgraduate qualification in Urban Design from a UK university Background in architecture is advantageous Proven experience in strategic site promotion and planning applications Strong communication skills (written, verbal, and graphic) Advanced proficiency in Adobe Creative Suite, SketchUp, and CAD Hand drawing skills are desirable Full right to work in the UK What's on Offer: Competitive salary and benefits package Clear progression opportunities within a growing consultancy Exposure to a wide range of high-profile projects Ongoing CPD and support for professional qualifications Collaborative and supportive team culture Benefits Include: 25 days annual leave + bank holidays (rising with service) Private medical insurance (single cover) Pension scheme (salary sacrifice) Cycle to work scheme Eye care vouchers Staff referral bonus scheme Discounts on property and financial services This is an exciting opportunity for a motivated Urban Designer to take the next step in their career within a dynamic and supportive environment, contributing to the creation of sustainable and high-quality places. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
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
May 08, 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
