Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to or feel free to call me on .If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
May 17, 2026
Full time
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to or feel free to call me on .If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
My client is entering an exciting phase of growth - and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory. This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets) , previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth. Why This Role Stands Out £75-80k basic salary plus bonus + commission Immediate access to a premium UHNW client book Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint Highly collaborative, visible role with direct influence across the business Clear progression into leadership or management as the firm scales Backed by strong marketing, lead generation, and a forward-thinking executive team A firm with serious, credible growth plans - and the investment to match What You'll Be Doing Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs Delivering sophisticated, fully independent financial planning at Chartered level Working closely with senior leadership as the business continues its expansion Playing a key role in shaping client strategy, proposition development, and best practice Collaborating with a high-performing team across advice, investment, and operations Contributing to business growth through both inherited relationships and new opportunities What We're Looking For Chartered Financial Planner (Level 6) - essential for this role Extensive experience advising HNW/UHNW clients Strong technical capability across pensions, investments, tax planning, and estate planning A relationship-builder who can inspire trust and deliver exceptional client outcomes Someone ambitious, commercially minded, and ready for a role with visibility and influence A team-player who thrives in a collaborative, modern, growth-driven environment To discuss confidentially, please send your CV to Ursula at Financial Divisions
May 17, 2026
Full time
My client is entering an exciting phase of growth - and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory. This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets) , previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth. Why This Role Stands Out £75-80k basic salary plus bonus + commission Immediate access to a premium UHNW client book Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint Highly collaborative, visible role with direct influence across the business Clear progression into leadership or management as the firm scales Backed by strong marketing, lead generation, and a forward-thinking executive team A firm with serious, credible growth plans - and the investment to match What You'll Be Doing Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs Delivering sophisticated, fully independent financial planning at Chartered level Working closely with senior leadership as the business continues its expansion Playing a key role in shaping client strategy, proposition development, and best practice Collaborating with a high-performing team across advice, investment, and operations Contributing to business growth through both inherited relationships and new opportunities What We're Looking For Chartered Financial Planner (Level 6) - essential for this role Extensive experience advising HNW/UHNW clients Strong technical capability across pensions, investments, tax planning, and estate planning A relationship-builder who can inspire trust and deliver exceptional client outcomes Someone ambitious, commercially minded, and ready for a role with visibility and influence A team-player who thrives in a collaborative, modern, growth-driven environment To discuss confidentially, please send your CV to Ursula at Financial Divisions
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
May 17, 2026
Full time
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
Fully Remote Chartered Firm High-Quality Advisers Career Progression Are you a Diploma-qualified paraplanner, file checker or ex-adviser who wants a role with zero sales pressure , no client chasing , and complete flexibility - while still using your technical knowledge every day? This is a rare opportunity to join one of the UK's most respected Chartered IFA firms , home to some of the highest-performing advisers in the country. Their advice standards are exceptional - which means you're reviewing quality work , not firefighting poor advice all day. If you want a role where your expertise is valued, your voice matters, and you can work from anywhere in the UK, this could be the perfect next step. Why This Role Stands Out 100% remote - work from anywhere in the UK Chartered, award-winning firm with an outstanding reputation High-quality advisers (genuinely some of the top earners in the UK) Supportive, modern compliance culture - not box-ticking, not punitive Clear progression into senior file checking, technical, or compliance roles No client management, no sales pressure, no weekend work Stable, secure role ideal for paraplanners wanting a new direction The Role You'll be part of the compliance team, ensuring the firm continues to deliver exceptional, FCA-compliant advice. Your work directly protects clients and supports advisers in maintaining the highest standards. Your responsibilities include: Reviewing advice files across pensions, investments, protection, bonds, trusts, VCT/EIS/BR, at-retirement planning and more Ensuring suitability reports and recommendations meet FCA and internal standards Providing clear, constructive feedback to advisers Identifying risks, inconsistencies or gaps and escalating where needed Supporting the wider compliance team with ad-hoc projects Helping maintain the firm's Chartered-level advice quality This is not a "tick-box" compliance role - you'll be part of a collaborative team that genuinely values technical insight and encourages continuous improvement. What We're Looking For Level 4 Diploma in Financial Planning (essential) Experience in file checking, paraplanning, report writing or advising Strong understanding of pensions and investments Confident decision-maker with excellent communication skills Someone who enjoys technical work and wants a long-term, stable role W ho This Role Is Perfect For A paraplanner who wants to move into compliance without losing technical challenge A file checker looking for a better culture and higher-quality advice to review An ex-adviser who wants stability, no sales pressure, and a fully remote lifestyle Someone who wants to work for a firm that genuinely values professionalism If you want a role where: You're trusted You're respected You're not micromanaged You can work from anywhere And you're part of a firm that actually cares about doing things properly then this is the one. Please send your CV to Ursula at Financial Divisions
May 17, 2026
Full time
Fully Remote Chartered Firm High-Quality Advisers Career Progression Are you a Diploma-qualified paraplanner, file checker or ex-adviser who wants a role with zero sales pressure , no client chasing , and complete flexibility - while still using your technical knowledge every day? This is a rare opportunity to join one of the UK's most respected Chartered IFA firms , home to some of the highest-performing advisers in the country. Their advice standards are exceptional - which means you're reviewing quality work , not firefighting poor advice all day. If you want a role where your expertise is valued, your voice matters, and you can work from anywhere in the UK, this could be the perfect next step. Why This Role Stands Out 100% remote - work from anywhere in the UK Chartered, award-winning firm with an outstanding reputation High-quality advisers (genuinely some of the top earners in the UK) Supportive, modern compliance culture - not box-ticking, not punitive Clear progression into senior file checking, technical, or compliance roles No client management, no sales pressure, no weekend work Stable, secure role ideal for paraplanners wanting a new direction The Role You'll be part of the compliance team, ensuring the firm continues to deliver exceptional, FCA-compliant advice. Your work directly protects clients and supports advisers in maintaining the highest standards. Your responsibilities include: Reviewing advice files across pensions, investments, protection, bonds, trusts, VCT/EIS/BR, at-retirement planning and more Ensuring suitability reports and recommendations meet FCA and internal standards Providing clear, constructive feedback to advisers Identifying risks, inconsistencies or gaps and escalating where needed Supporting the wider compliance team with ad-hoc projects Helping maintain the firm's Chartered-level advice quality This is not a "tick-box" compliance role - you'll be part of a collaborative team that genuinely values technical insight and encourages continuous improvement. What We're Looking For Level 4 Diploma in Financial Planning (essential) Experience in file checking, paraplanning, report writing or advising Strong understanding of pensions and investments Confident decision-maker with excellent communication skills Someone who enjoys technical work and wants a long-term, stable role W ho This Role Is Perfect For A paraplanner who wants to move into compliance without losing technical challenge A file checker looking for a better culture and higher-quality advice to review An ex-adviser who wants stability, no sales pressure, and a fully remote lifestyle Someone who wants to work for a firm that genuinely values professionalism If you want a role where: You're trusted You're respected You're not micromanaged You can work from anywhere And you're part of a firm that actually cares about doing things properly then this is the one. Please send your CV to Ursula at Financial Divisions
Penguin Recruitment
Newcastle Upon Tyne, Tyne And Wear
Landscape Architect - Newcastle upon Tyne An exciting opportunity has arisen for a talented and motivated Landscape Architect to join a well-established, multidisciplinary consultancy based in Newcastle. The successful candidate will become part of a dynamic landscape team delivering a wide range of projects across the UK, spanning residential, commercial, infrastructure, education, energy, and public realm sectors. This role is suited to an individual with strong design capability, technical understanding, and a collaborative approach who is looking to progress their career within a supportive and forward-thinking environment. The successful candidate will contribute to all stages of landscape projects, from initial concept design through to planning, detailed design, and delivery. They will work closely with planners, engineers, ecologists, and other environmental specialists to produce creative and practical landscape solutions. What's Offered; Competitive salary based on experience Hybrid and flexible working arrangements Generous annual leave entitlement Pension scheme Professional membership support and funded training Clear opportunities for career progression Exposure to a diverse and interesting project portfolio Supportive and collaborative working culture Employee wellbeing initiatives Regular social and team-building events Key Responsibilities; Preparing landscape designs, masterplans, and visual presentations Producing landscape planning and assessment work where required Assisting with Landscape and Visual Impact Assessments (LVIA) Developing detailed planting plans and hard landscape specifications Supporting project delivery across a broad portfolio of sectors Liaising with clients, consultants, and local authorities Contributing to site visits, surveys, and project meetings Working collaboratively within multidisciplinary project teams Candidate Requirements; Degree and/or postgraduate qualification in Landscape Architecture Chartered status or working toward chartership desirable Experience within a consultancy or landscape practice environment Proficiency in relevant design software such as AutoCAD, Adobe Creative Suite, and SketchUp Good report writing and presentation skills Strong design, communication, and organisational abilities Ability to manage workload effectively and meet project deadlines Full UK driving licence desirable This is an excellent opportunity for a Landscape Architect seeking to develop their career within a respected multidisciplinary consultancy delivering high-quality projects across the UK. Interested in hearing more about the role? Please contact Ashleigh Garner from Penguin Recruitment.
May 17, 2026
Full time
Landscape Architect - Newcastle upon Tyne An exciting opportunity has arisen for a talented and motivated Landscape Architect to join a well-established, multidisciplinary consultancy based in Newcastle. The successful candidate will become part of a dynamic landscape team delivering a wide range of projects across the UK, spanning residential, commercial, infrastructure, education, energy, and public realm sectors. This role is suited to an individual with strong design capability, technical understanding, and a collaborative approach who is looking to progress their career within a supportive and forward-thinking environment. The successful candidate will contribute to all stages of landscape projects, from initial concept design through to planning, detailed design, and delivery. They will work closely with planners, engineers, ecologists, and other environmental specialists to produce creative and practical landscape solutions. What's Offered; Competitive salary based on experience Hybrid and flexible working arrangements Generous annual leave entitlement Pension scheme Professional membership support and funded training Clear opportunities for career progression Exposure to a diverse and interesting project portfolio Supportive and collaborative working culture Employee wellbeing initiatives Regular social and team-building events Key Responsibilities; Preparing landscape designs, masterplans, and visual presentations Producing landscape planning and assessment work where required Assisting with Landscape and Visual Impact Assessments (LVIA) Developing detailed planting plans and hard landscape specifications Supporting project delivery across a broad portfolio of sectors Liaising with clients, consultants, and local authorities Contributing to site visits, surveys, and project meetings Working collaboratively within multidisciplinary project teams Candidate Requirements; Degree and/or postgraduate qualification in Landscape Architecture Chartered status or working toward chartership desirable Experience within a consultancy or landscape practice environment Proficiency in relevant design software such as AutoCAD, Adobe Creative Suite, and SketchUp Good report writing and presentation skills Strong design, communication, and organisational abilities Ability to manage workload effectively and meet project deadlines Full UK driving licence desirable This is an excellent opportunity for a Landscape Architect seeking to develop their career within a respected multidisciplinary consultancy delivering high-quality projects across the UK. Interested in hearing more about the role? Please contact Ashleigh Garner from Penguin Recruitment.
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
May 17, 2026
Full time
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
May 16, 2026
Full time
Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
May 16, 2026
Full time
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm. Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members click apply for full job details
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
May 16, 2026
Full time
My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. Please note this role is entirely remote, working from home. The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. The key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners) You will maintain accurate records and monitor learners progress You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will represent My clients Training at taster days, open days, and careers events appropriate to the sector You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will ensure you undertake the highest standards regarding teaching and assessment practice You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner s literacy and numeracy when training, assessing or marking You will deliver functional skills as required You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning You will build rapport with employers to ensure the successful delivery of training programmes You will raise any concerns immediately to the company s designated safeguarding officer You will create support plans for learners if they fall behind You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted Personal Specification Essential Minimum 5 years experience working within an IFA practice environment CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills Creativity to make learning engaging A flexible approach to work Enthusiasm, positivity, motivation and commitment Patience and a sense of humour Desirable Level 3 teaching or training qualification (can be supplied) Level 3 assessing qualification (can be supplied) Training, coaching and mentoring experience Functional Accountabilities You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII You will ensure both internal and external performance and quality standards are met You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner You will perform and assist in the end-to-end administrative process You will foster a culture of performance and quality built on openness, respect and high professional standards Benefits Salary up to £40,000.00 NEG DOE Complete remote working (nationwide) Smart / casual dress code Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Commitment to your training and development Diverse and progressive culture
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
May 16, 2026
Full time
Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and transfers Liaise with providers to obtain policy information and track cases Maintain accurate client records on the CRM Assist with annual reviews and ongoing servicing requirements Support compliance processes and ensure files meet FCA standards Contribute to the smooth running of the office and wider client journey About You We're looking for someone who brings: 2+ years' experience in an IFA/wealth management administration role Strong understanding of pensions, investments and protection products Excellent attention to detail and a methodical approach Confident communication skills and a professional manner Strong IT skills (Word, Excel, CRM systems) A positive, proactive attitude and a genuine team spirit Progress toward industry exams (desirable, not essential) Why Join This Firm? This is a firm where people stay - because they're supported, appreciated and given room to grow. Benefits include: Hybrid working Support with exams and professional development Clear progression pathways A collaborative, down-to-earth team culture The stability and prestige of a Chartered, independent practice If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Please send your CV to Ursula at Financial Divisions
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 16, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa 70,000 to 90,000 depending on experience OTE 100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Job Title: Senior Town Planner Location: Nottingham Are you a talented Town Planner looking for flexibility and career growth? Whether you're seeking full-time stability or part-time balance, this is an excellent opportunity to join a respected private planning consultancy with over 40 years of success and a strong reputation for quality and integrity. This Nottingham-based consultancy has exciting plans for expansion and is looking for an RTPI Chartered Planner, or someone working towards accreditation, with at least 2 years of post-qualification experience in either the private or public sector. The Role You'll play a key part in the planning team, managing your own caseload and contributing to the continued growth of the practice. The role offers a varied workload across multiple sectors, providing an excellent platform to build on your experience and take the next step in your career. Key Responsibilities Providing expert planning advice to a wide range of clients Preparing and managing planning applications, including major developments Managing appeals, hearings and public inquiries Preparing Certificates of Lawfulness and Local Plan representations Coordinating input from external consultants Negotiating with local authorities and statutory bodies Preparing and presenting detailed professional reports About You MRTPI Chartered or working towards accreditation At least 2 years' post-qualification experience within consultancy or local authority Excellent communication and report-writing skills Confident in managing projects and liaising directly with clients and local authorities A full UK driving licence and access to a vehicle (mileage allowance provided) Why Apply? Flexible working options (full-time or part-time) Supportive and experienced team environment Excellent opportunities for professional development and progression Competitive salary and benefits Join a well-established consultancy with a loyal client base and exciting growth plans If you're looking for an opportunity where you can thrive and make an impact, this could be the ideal next step in your planning career. To apply or learn more, contact Josh Jones at Penguin Recruitment on or email
May 16, 2026
Full time
Job Title: Senior Town Planner Location: Nottingham Are you a talented Town Planner looking for flexibility and career growth? Whether you're seeking full-time stability or part-time balance, this is an excellent opportunity to join a respected private planning consultancy with over 40 years of success and a strong reputation for quality and integrity. This Nottingham-based consultancy has exciting plans for expansion and is looking for an RTPI Chartered Planner, or someone working towards accreditation, with at least 2 years of post-qualification experience in either the private or public sector. The Role You'll play a key part in the planning team, managing your own caseload and contributing to the continued growth of the practice. The role offers a varied workload across multiple sectors, providing an excellent platform to build on your experience and take the next step in your career. Key Responsibilities Providing expert planning advice to a wide range of clients Preparing and managing planning applications, including major developments Managing appeals, hearings and public inquiries Preparing Certificates of Lawfulness and Local Plan representations Coordinating input from external consultants Negotiating with local authorities and statutory bodies Preparing and presenting detailed professional reports About You MRTPI Chartered or working towards accreditation At least 2 years' post-qualification experience within consultancy or local authority Excellent communication and report-writing skills Confident in managing projects and liaising directly with clients and local authorities A full UK driving licence and access to a vehicle (mileage allowance provided) Why Apply? Flexible working options (full-time or part-time) Supportive and experienced team environment Excellent opportunities for professional development and progression Competitive salary and benefits Join a well-established consultancy with a loyal client base and exciting growth plans If you're looking for an opportunity where you can thrive and make an impact, this could be the ideal next step in your planning career. To apply or learn more, contact Josh Jones at Penguin Recruitment on or email
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
May 16, 2026
Full time
Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks. You'll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of: Overseeing workflow allocation and supporting the development of junior team members Providing advanced technical administration across pensions, investments, ISAs, bonds, trusts and protection Preparing detailed meeting packs, valuations and suitability review documentation Managing new business processing, trades, rebalancing and cash management Ensuring all client records, compliance requirements and FCA standards are met Acting as a trusted support partner to advisers, helping them prioritise and deliver outstanding client service This role suits someone who enjoys autonomy, takes pride in accuracy, and thrives in a collaborative, professional environment. What You'll Bring 4- 5+ years' experience in an IFA administration role Strong technical knowledge across pensions, investments and wider financial planning products Experience supporting advisers and paraplanners in a busy, client-centric environment Confidence in managing workflow, coaching others and improving processes Excellent communication skills and a proactive, solutions-focused mindset Experience using Intelligent Office (iO) , Transact or similar platforms A calm, organised approach - even when juggling competing priorities Industry qualifications are welcomed but not essential. Why Join This Firm? Independent, Chartered and genuinely client-first A culture built on trust, collaboration and professional development Hybrid working with flexibility Competitive salary, excellent bonus potential , and a strong benefits package A team where your voice matters and your expertise is valued If you're ready to take the next step in your career and want to join a firm that invests in its people and delivers exceptional client outcomes, this role offers the perfect blend of leadership, technical challenge and long-term progression. Please send your CV to Ursula at Financial Divisions
Strategic Land Lead (Associate / Senior Level) Towcester (Agile / Hybrid Working) £75,000 £85,000 + Excellent Benefits Conrad Consulting is proud to be partnering with a highly respected, multi-disciplinary property consultancy to recruit a Strategic Land Lead for their Towcester office. This is a senior-level opportunity for an experienced Chartered Surveyor to take ownership of a growing strategic land function, working across Northamptonshire and the wider region. The role offers a unique blend of leadership, client advisory, and business development responsibilities within a collaborative and forward-thinking environment. The Role As Strategic Land Lead, you will act as the driving force behind the strategic land offering, combining technical expertise with commercial insight to identify, secure, and deliver land opportunities. Key responsibilities include: Acting as the lead and internal expert for strategic land services Identifying, appraising, and securing land opportunities through promotion agreements, options, joint ventures, and acquisitions/disposals Undertaking development appraisals, land valuations, and viability assessments Advising landowners throughout the full development lifecycle, from site identification to planning and disposal Working collaboratively with planners, architects, and development specialists to deliver coordinated client solutions Monitoring planning policy, local plans, and market trends to inform strategy Supporting and mentoring junior team members Driving business development activity and growing a strong pipeline of work Building and maintaining relationships with landowners, developers, housebuilders, and local authorities Representing the business at industry events and enhancing regional presence About You We are seeking a commercially driven and strategically minded professional with a strong background in land and development. You will have: Proven experience in strategic land, development, or commercial agency RICS qualification (preferred Rural, Planning & Development, or Commercial pathways) Strong expertise in land valuation, development appraisal, and planning-led decision making A track record of advising landowners and managing land instructions Excellent negotiation, stakeholder management, and client-facing skills Strong business development capability with an established professional network Strategic thinking with strong analytical and problem-solving ability Experience in mentoring or leading junior team members Full UK driving licence What s on Offer Competitive salary: £75,000 £85,000 Discretionary bonus potential Private healthcare 35 days holiday (including bank holidays) + birthday leave Additional leave for long service Enhanced pension scheme Paid professional memberships and CPD support Agile / hybrid working model Employee assistance programme & wellbeing support Electric vehicle and cycle-to-work schemes Access to additional employee benefits and discounts
May 16, 2026
Full time
Strategic Land Lead (Associate / Senior Level) Towcester (Agile / Hybrid Working) £75,000 £85,000 + Excellent Benefits Conrad Consulting is proud to be partnering with a highly respected, multi-disciplinary property consultancy to recruit a Strategic Land Lead for their Towcester office. This is a senior-level opportunity for an experienced Chartered Surveyor to take ownership of a growing strategic land function, working across Northamptonshire and the wider region. The role offers a unique blend of leadership, client advisory, and business development responsibilities within a collaborative and forward-thinking environment. The Role As Strategic Land Lead, you will act as the driving force behind the strategic land offering, combining technical expertise with commercial insight to identify, secure, and deliver land opportunities. Key responsibilities include: Acting as the lead and internal expert for strategic land services Identifying, appraising, and securing land opportunities through promotion agreements, options, joint ventures, and acquisitions/disposals Undertaking development appraisals, land valuations, and viability assessments Advising landowners throughout the full development lifecycle, from site identification to planning and disposal Working collaboratively with planners, architects, and development specialists to deliver coordinated client solutions Monitoring planning policy, local plans, and market trends to inform strategy Supporting and mentoring junior team members Driving business development activity and growing a strong pipeline of work Building and maintaining relationships with landowners, developers, housebuilders, and local authorities Representing the business at industry events and enhancing regional presence About You We are seeking a commercially driven and strategically minded professional with a strong background in land and development. You will have: Proven experience in strategic land, development, or commercial agency RICS qualification (preferred Rural, Planning & Development, or Commercial pathways) Strong expertise in land valuation, development appraisal, and planning-led decision making A track record of advising landowners and managing land instructions Excellent negotiation, stakeholder management, and client-facing skills Strong business development capability with an established professional network Strategic thinking with strong analytical and problem-solving ability Experience in mentoring or leading junior team members Full UK driving licence What s on Offer Competitive salary: £75,000 £85,000 Discretionary bonus potential Private healthcare 35 days holiday (including bank holidays) + birthday leave Additional leave for long service Enhanced pension scheme Paid professional memberships and CPD support Agile / hybrid working model Employee assistance programme & wellbeing support Electric vehicle and cycle-to-work schemes Access to additional employee benefits and discounts
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
May 16, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. The role This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations. Key Responsibilities Act as a key point of contact for private clients, building strong and trusted relationships Preparation of content for review meetings Respond confidently to client queries and provide ongoing servicing support Undertaking research to support client recommendations Including top level analysis for Private Clients Analysis of funds and suitability of rebalancing portfolios Charge comparison analysis Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations Preparation of pension, income drawdown and investment reviews Preparation of advice letters Preparation of cash flow models including Voyant modelling Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Project plan upcoming maturity of products - EIS/VCT/Bonds Supporting the development of a specific service standard for our Private Clients Collaboration & Support Work closely with two Senior Financial Planners Help deliver first class service to the client portfolio Contribute to process improvements and best practice within the team Desirable Skills High attention to detail Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Experience in writing complex and detailed reports for cases Articulate and able to produce detailed and accurate work Ability to multi-task and prioritise effectively IT skills including preferable knowledge of cash flow models High level of technical knowledge Used to dealing with high-net-worth clients Qualifications Must have Level 4 CII diploma financial planning Willing to achieve Chartered status You may have experience of the following: Senior Paraplanner, Technical Paraplanner, Technical Associate (Financial Planning), Senior Technical Associate, Senior Financial Planning Associate, Wealth Planning Paraplanner, Private Client Paraplanner, Chartered Paraplanner, HNW/UHNW Paraplanner, Senior Wealth Planning Analyst, Financial Planning Technician, Investment & Pensions Paraplanner, Senior Client Support Paraplanner, or Senior Financial Planning Specialist.REF-
Employed Financial Adviser - Clients provided - Established Wealth Management Practice Salary: £70,000 + Bonus (OTE £100k+) + Full Benefits Package The Opportunity A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success. The Role This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm. Key Responsibilities Manage and develop an assigned client bank of 150-200 clients as the primary adviser Conduct annual reviews and ongoing financial planning meetings Deliver holistic advice across investments, pensions, protection, and estate planning Identify new business opportunities within the existing client base Convert inbound enquiries and firm-generated leads Prepare or oversee suitability reports and maintain accurate client records Ensure all advice is compliant and aligned with regulatory standards Work collaboratively with the wider team including paraplanning and administration Performance Expectations Conduct approximately 10-15 client meetings per week once established Contribute to new business targets through referrals and inbound lead conversion Maintain high levels of client service in line with the firm's standards Requirements Level 4 Diploma in Financial Planning (minimum) Currently registered with the FCA as an approved person Minimum 2 years' experience as a Financial Adviser post-qualification Strong technical knowledge across investments, pensions, and protection Excellent interpersonal and client relationship management skills Ability to manage a busy diary and work independently Commercial awareness with a proactive approach to business development Desirable Chartered status or working towards Chartered Financial Planner Experience in cashflow planning, inheritance tax planning, or later life advice Experience working with business owners or senior professionals Knowledge of the Thames Valley / Berkshire market What's on Offer Basic salary up to £70,000 (dependent on experience) Bonus: 10% of Initial Advice Fees (IAF) on all new business written Immediate access to a client bank of 150-200 clients Regular inbound enquiries generated by the firm Paraplanning and administrative support as your client bank grows Matched pension contributions Private medical insurance, income protection, and death in service cover Laptop and full support infrastructure Clear progression within a growing and ambitious practice This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support. To apply or find out more, please contact Ryan at Financial Divisions.
May 16, 2026
Full time
Employed Financial Adviser - Clients provided - Established Wealth Management Practice Salary: £70,000 + Bonus (OTE £100k+) + Full Benefits Package The Opportunity A highly successful and growing wealth management practice is seeking an experienced Employed Financial Adviser to join its team during an exciting period of expansion. Established in 2017, the firm manages over £130m of client assets and provides holistic financial planning advice to a loyal and expanding client base of individuals and families. With a new office launch planned and continued growth ambitions, this is an excellent opportunity to inherit a high-quality client bank and play a key role in the firm's future success. The Role This is a client-facing advisory position offering the rare opportunity to take over an established portfolio of 150-200 clients from day one. You will be responsible for delivering ongoing holistic advice, conducting regular reviews, and identifying new planning opportunities, alongside converting inbound enquiries generated by the firm. Key Responsibilities Manage and develop an assigned client bank of 150-200 clients as the primary adviser Conduct annual reviews and ongoing financial planning meetings Deliver holistic advice across investments, pensions, protection, and estate planning Identify new business opportunities within the existing client base Convert inbound enquiries and firm-generated leads Prepare or oversee suitability reports and maintain accurate client records Ensure all advice is compliant and aligned with regulatory standards Work collaboratively with the wider team including paraplanning and administration Performance Expectations Conduct approximately 10-15 client meetings per week once established Contribute to new business targets through referrals and inbound lead conversion Maintain high levels of client service in line with the firm's standards Requirements Level 4 Diploma in Financial Planning (minimum) Currently registered with the FCA as an approved person Minimum 2 years' experience as a Financial Adviser post-qualification Strong technical knowledge across investments, pensions, and protection Excellent interpersonal and client relationship management skills Ability to manage a busy diary and work independently Commercial awareness with a proactive approach to business development Desirable Chartered status or working towards Chartered Financial Planner Experience in cashflow planning, inheritance tax planning, or later life advice Experience working with business owners or senior professionals Knowledge of the Thames Valley / Berkshire market What's on Offer Basic salary up to £70,000 (dependent on experience) Bonus: 10% of Initial Advice Fees (IAF) on all new business written Immediate access to a client bank of 150-200 clients Regular inbound enquiries generated by the firm Paraplanning and administrative support as your client bank grows Matched pension contributions Private medical insurance, income protection, and death in service cover Laptop and full support infrastructure Clear progression within a growing and ambitious practice This is a rare opportunity for a motivated Financial Adviser to join a well-established firm, inherit a strong client base, and benefit from ongoing lead generation and support. To apply or find out more, please contact Ryan at Financial Divisions.
Job Title: Chartered Financial Planner Location: Gloucester Salary: 60 - 100k, with performance related structured quarterly bonus scheme Job Type: Full time, Permanent About Us: Progressive LLP is a genuinely independent firm of Chartered Financial Planners. We are committed to remaining independent and maintaining a partner-led approach, rather than becoming part of a larger corporate structure. The firm is now looking to expand its advisory team, with a clear opportunity for the right individual to develop into a senior role and potentially join the partnership. We are not tied to any product provider and are able to advise across the whole of the market. Our clients are individuals, families, business owners and professionals, many of whom have worked with Progressive for many years and have been introduced through existing clients or professional connections. Our advice combines strong technical knowledge with a personal and thoughtful approach. This includes retirement planning, investment planning, estate and inheritance tax planning, tax-efficient investment strategies and wider lifetime financial planning. The firm is adopting technology, including AI-supported tools, to improve efficiency and consistency in report writing and review processes. The successful candidate should be comfortable using technology, while maintaining technical accuracy, careful review and professional judgement. Progressive also has a distinctive investment approach, with a strong preference for defined, or predictable returns where possible. We also place importance on sustainable, ethical and values-based investing where this reflects a client's objectives and preferences. About The Role: The successful candidate will provide high-quality financial planning advice to new and existing clients, manage ongoing client relationships, support annual reviews and help convert suitable new business opportunities. We are particularly interested in speaking with advisers who are already established in their career and able to make a positive contribution from an early stage. An existing client bank, professional connections or proven ability to generate and convert new business would be highly beneficial, to remove the dependency on the reallocation of existing clients. The role would suit someone who is technically capable, client-focused and comfortable working as part of a small office. For the right individual, there may also be the opportunity for the role to develop into a management position and longer-term strategic decision-making. Key Responsibilities: Provide high-quality financial planning advice to new and existing clients. Understand and work within Progressive's investment and advice approach - this will be covered during the interview process. Manage ongoing client relationships, including annual reviews and servicing. Ensure advice remains suitable and reflects clients' changing circumstances, needs and objectives. Convert appropriate prospective clients into long-term clients of the firm, and develop opportunities through client referrals, professional connections and introducers. Maintain high professional, ethical and regulatory standards. Contribute to the ongoing development of the firm's client proposition, processes and advice function. About you: The successful candidate should have: Experience as a Financial Planner, ideally within an independent financial planning or wealth management firm. Chartered status, preferably through the CII, or the CISI. Strong technical knowledge. Excellent client-facing, communication and relationship management skills. Strong written communication skills and the ability to explain financial planning concepts clearly. A good understanding of the regulatory, compliance and ethical requirements relevant to financial advice. A positive, adaptable and professional attitude. Working Arrangements This is an office-based role. During probation, the successful candidate will be expected to work from the office to build relationships with the advice, paraplanning and administration teams, understand the firm's processes and become embedded in the business. Hybrid working may be reviewed in the future, subject to performance, business needs and role requirements. What We Offer The opportunity to join a genuinely independent Chartered financial planning firm with a strong reputation for personal service and long-term client relationships. For the right individual, the potential to play a meaningful role in the future development, management and strategic direction of the business. Longer-term progression opportunities may be available as the role develops, subject to performance, cultural fit, commercial contribution and mutual agreement. Exposure to a carefully consider investment proposition, and tax-efficient planning strategies for clients. Benefits 5 weeks holiday. Pension contributions. Healthcare benefits. Electric lease car option (salary sacrifice). Please click on the APPLY button to send your CV for this role. Candidates with experience of; IFA, Chartered Financial Advisor, Independent Financial Advisor, Financial Planner, Finance Support Administrator, Senior Financial Planner, Financial Lead Advisor, Certified Financial Planner, Financial Planning Team Lead, Financial Planning Manager may also be considered for this role.
May 15, 2026
Full time
Job Title: Chartered Financial Planner Location: Gloucester Salary: 60 - 100k, with performance related structured quarterly bonus scheme Job Type: Full time, Permanent About Us: Progressive LLP is a genuinely independent firm of Chartered Financial Planners. We are committed to remaining independent and maintaining a partner-led approach, rather than becoming part of a larger corporate structure. The firm is now looking to expand its advisory team, with a clear opportunity for the right individual to develop into a senior role and potentially join the partnership. We are not tied to any product provider and are able to advise across the whole of the market. Our clients are individuals, families, business owners and professionals, many of whom have worked with Progressive for many years and have been introduced through existing clients or professional connections. Our advice combines strong technical knowledge with a personal and thoughtful approach. This includes retirement planning, investment planning, estate and inheritance tax planning, tax-efficient investment strategies and wider lifetime financial planning. The firm is adopting technology, including AI-supported tools, to improve efficiency and consistency in report writing and review processes. The successful candidate should be comfortable using technology, while maintaining technical accuracy, careful review and professional judgement. Progressive also has a distinctive investment approach, with a strong preference for defined, or predictable returns where possible. We also place importance on sustainable, ethical and values-based investing where this reflects a client's objectives and preferences. About The Role: The successful candidate will provide high-quality financial planning advice to new and existing clients, manage ongoing client relationships, support annual reviews and help convert suitable new business opportunities. We are particularly interested in speaking with advisers who are already established in their career and able to make a positive contribution from an early stage. An existing client bank, professional connections or proven ability to generate and convert new business would be highly beneficial, to remove the dependency on the reallocation of existing clients. The role would suit someone who is technically capable, client-focused and comfortable working as part of a small office. For the right individual, there may also be the opportunity for the role to develop into a management position and longer-term strategic decision-making. Key Responsibilities: Provide high-quality financial planning advice to new and existing clients. Understand and work within Progressive's investment and advice approach - this will be covered during the interview process. Manage ongoing client relationships, including annual reviews and servicing. Ensure advice remains suitable and reflects clients' changing circumstances, needs and objectives. Convert appropriate prospective clients into long-term clients of the firm, and develop opportunities through client referrals, professional connections and introducers. Maintain high professional, ethical and regulatory standards. Contribute to the ongoing development of the firm's client proposition, processes and advice function. About you: The successful candidate should have: Experience as a Financial Planner, ideally within an independent financial planning or wealth management firm. Chartered status, preferably through the CII, or the CISI. Strong technical knowledge. Excellent client-facing, communication and relationship management skills. Strong written communication skills and the ability to explain financial planning concepts clearly. A good understanding of the regulatory, compliance and ethical requirements relevant to financial advice. A positive, adaptable and professional attitude. Working Arrangements This is an office-based role. During probation, the successful candidate will be expected to work from the office to build relationships with the advice, paraplanning and administration teams, understand the firm's processes and become embedded in the business. Hybrid working may be reviewed in the future, subject to performance, business needs and role requirements. What We Offer The opportunity to join a genuinely independent Chartered financial planning firm with a strong reputation for personal service and long-term client relationships. For the right individual, the potential to play a meaningful role in the future development, management and strategic direction of the business. Longer-term progression opportunities may be available as the role develops, subject to performance, cultural fit, commercial contribution and mutual agreement. Exposure to a carefully consider investment proposition, and tax-efficient planning strategies for clients. Benefits 5 weeks holiday. Pension contributions. Healthcare benefits. Electric lease car option (salary sacrifice). Please click on the APPLY button to send your CV for this role. Candidates with experience of; IFA, Chartered Financial Advisor, Independent Financial Advisor, Financial Planner, Finance Support Administrator, Senior Financial Planner, Financial Lead Advisor, Certified Financial Planner, Financial Planning Team Lead, Financial Planning Manager may also be considered for this role.
Role: Chartered Landscape Planner Location: Edinburgh Salary: 36 - 42K Our client, a leading multidisciplinary consultancy is seeking a Chartered Landscape Planner to join it s growing team. This role offers an exciting opportunity to work on a diverse range of projects, from urban regeneration and infrastructure to commercial and residential developments. The successful candidate will support the delivery of high-quality landscape planning and assessment services, with a particular focus on LVIA. ROLE RESPONSIBILITIES Assisting in the preparation of Landscape and Visual Impact Assessments (LVIA), landscape appraisals, and environmental statements Supporting the development of landscape character assessments, green infrastructure planning, and site analysis Collaborating with senior landscape planners and multi-disciplinary teams Producing reports, technical drawings, and GIS mapping to support landscape planning and assessment work Engaging with clients, local authorities, and stakeholders REQUIRED SKILLS AND QUALIFICATIONS A degree in Landscape Architecture, Environmental Planning, or a related subject Experience or a strong interest in LVIA and landscape planning An Excellent understanding of UK planning policy and its relationship to landscape and the environment Strong written and visual communication skills, with the ability to produce clear and concise reports A full UK driving licence ON OFFER Generous salary and benefits package A collaborative and supportive work environment Opportunities for career progression at the highest level 25 Holiday days Generous employer pension contribution Life Assurance Private Healthcare A chance to work on exciting and high-profile projects across the UK THE NEXT STEP If you are interested in this Chartered Landscape Planner role or any other similar opportunities, please click apply and upload your CV, or contact Adam Johnston on (phone number removed) to find out what else may be out there. All applications for this Chartered Landscape Planner role will remain completely confidential between yourself and Adam Johnston. You will not be added to any mailing lists and rest assured your details would NOT be passed on to anyone without your prior authorisation. Additionally, please connect on LinkedIn to stay updated on the latest news.
May 15, 2026
Full time
Role: Chartered Landscape Planner Location: Edinburgh Salary: 36 - 42K Our client, a leading multidisciplinary consultancy is seeking a Chartered Landscape Planner to join it s growing team. This role offers an exciting opportunity to work on a diverse range of projects, from urban regeneration and infrastructure to commercial and residential developments. The successful candidate will support the delivery of high-quality landscape planning and assessment services, with a particular focus on LVIA. ROLE RESPONSIBILITIES Assisting in the preparation of Landscape and Visual Impact Assessments (LVIA), landscape appraisals, and environmental statements Supporting the development of landscape character assessments, green infrastructure planning, and site analysis Collaborating with senior landscape planners and multi-disciplinary teams Producing reports, technical drawings, and GIS mapping to support landscape planning and assessment work Engaging with clients, local authorities, and stakeholders REQUIRED SKILLS AND QUALIFICATIONS A degree in Landscape Architecture, Environmental Planning, or a related subject Experience or a strong interest in LVIA and landscape planning An Excellent understanding of UK planning policy and its relationship to landscape and the environment Strong written and visual communication skills, with the ability to produce clear and concise reports A full UK driving licence ON OFFER Generous salary and benefits package A collaborative and supportive work environment Opportunities for career progression at the highest level 25 Holiday days Generous employer pension contribution Life Assurance Private Healthcare A chance to work on exciting and high-profile projects across the UK THE NEXT STEP If you are interested in this Chartered Landscape Planner role or any other similar opportunities, please click apply and upload your CV, or contact Adam Johnston on (phone number removed) to find out what else may be out there. All applications for this Chartered Landscape Planner role will remain completely confidential between yourself and Adam Johnston. You will not be added to any mailing lists and rest assured your details would NOT be passed on to anyone without your prior authorisation. Additionally, please connect on LinkedIn to stay updated on the latest news.
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to (url removed) or feel free to call me on (phone number removed). If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
May 15, 2026
Full time
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to (url removed) or feel free to call me on (phone number removed). If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
Join our clients fantastic business - do you want to work for an award winning business? Look no further! This is truly a special role Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload. You will enjoy hybrid working , free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more! This really is an unrivalled benefits package in the region - they have even won awards for their dedication to their team! Duties: Develop and maintain document designer templates ensuring these are set up in the most efficient way for the end user, and any new functionality is implemented Assist in testing and implementing new functionality available on the back-office system Maintain and continuously look to improve systems and processes, providing support and training where necessary Support the updating of systems and processes to enable data cleansing and running various reports. Liaise with team members as required Ensure data accuracy and consistency across systems, escalating issues where required. Work collaboratively across teams to ensure consistent use of systems and adherence to data standards Contribute or lead operational improvement projects focused on improving efficiency, data accuracy, and client service delivery. Identify inefficiencies and implement scalable solutions to improve system workflows Update tax year-end legislation changes across a number of systems Support the mapping and documentation of processes to improve consistency and performance. Requirements: Experience from a professional business in administration is essential Degree is desirable but not essential Experience dealing with documents that require a high attention to detail is essential
May 15, 2026
Full time
Join our clients fantastic business - do you want to work for an award winning business? Look no further! This is truly a special role Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload. You will enjoy hybrid working , free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more! This really is an unrivalled benefits package in the region - they have even won awards for their dedication to their team! Duties: Develop and maintain document designer templates ensuring these are set up in the most efficient way for the end user, and any new functionality is implemented Assist in testing and implementing new functionality available on the back-office system Maintain and continuously look to improve systems and processes, providing support and training where necessary Support the updating of systems and processes to enable data cleansing and running various reports. Liaise with team members as required Ensure data accuracy and consistency across systems, escalating issues where required. Work collaboratively across teams to ensure consistent use of systems and adherence to data standards Contribute or lead operational improvement projects focused on improving efficiency, data accuracy, and client service delivery. Identify inefficiencies and implement scalable solutions to improve system workflows Update tax year-end legislation changes across a number of systems Support the mapping and documentation of processes to improve consistency and performance. Requirements: Experience from a professional business in administration is essential Degree is desirable but not essential Experience dealing with documents that require a high attention to detail is essential
