372 jobs found

Some firms don't even know what a career journey is, never mind put one in place. So you get stuck, in a rut, doing the same old, same old. Year after year.Not here. Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner. What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too. Starting salary is to £35,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year. Alongside that you get: 8% employer pension contribution PMI DIS x 4 25 days holiday Once you've settled in there's hybrid working (3 days in the office) Free parking and beautiful offices As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight).HERE'S WHAT YOU'LL NEED:You will be an experienced administrator in a financial planning firm.IFA and IO experience is essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advi click apply for full job details

Paraplanner or progressive financial administrator Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £30k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £30k - £45k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.

Job: Financial Planning Administrator Location: Rotherham Salary: Negotiable Role Description A modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Rotherham. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers. The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders. Responsibilities Processing new business applications Assisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packs Arranging client meetings and managing Advisers' diaries Completing portfolio illustration requests Providing comprehensive back-office support Ensuring all financial planning administration is completed in line with company procedures Corresponding with clients in both written and verbal formats Maintaining accurate, compliant, and well-presented client records on company systems Key Requirements Previous experience working within a Financial Planning firm (essential) CII Level 3 qualification in Financial Administration preferred (training support available) Working knowledge of Intelligent Office (IO) and platform experience would be advantageous Strong ability to manage and prioritise workloads effectively Excellent communication, planning, and organisational skills Strong analytical and problem-solving abilities Benefits Professional industry exams and study supported 25 days' holiday and ability to purchase more holiday (excluding bank holidays) Annual salary reviews Life assurance Company Pension Opportunity to develop towards Paraplanning if desired

Job Title: Junior Paraplanner Salary: £28,000 - £30,000 Location: Dorking Term: Permanent An award winning private Financial Planning business is in search of a trainee paraplanner to join their thriving Dorking business. Work in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey. Main Purpose & Scope of the Junior Paraplanner Role: The Trainee Paraplanner will support Financial Advisers and experienced Paraplanners in the delivery of high-quality financial planning and investment advice. This is a development role designed to build knowledge, technical skills, and experience in all aspects of paraplanning, from data gathering and research through to report writing and compliance. The role involves assisting with the preparation of client files, maintaining accurate records, carrying out product and fund research, and supporting the creation of suitability reports under supervision. The Junior Paraplanner will work closely with advisers, administrators, and compliance staff, gradually taking on more responsibility as knowledge and confidence develop. The scope of the role includes developing proficiency in financial planning software, gaining an understanding of FCA regulations and internal processes, and working towards professional qualifications with the aim of progressing to a full Paraplanner role. Duties of the trainee Paraplanner role: New Business Support Support Financial Advisers in collecting and organising financial data (income, expenses, assets, liabilities) and ensure accurate input into the CRM database under supervision. Assist in maintaining up-to-date client records in the CRM and contribute to process improvements as skills develop. Help with the submission and tracking of applications with providers, escalating any issues as required. Assist in reviewing and maintaining client documentation and forms to ensure they remain current. Attend client meetings initially in an observational capacity, with the opportunity to contribute technical input as experience develops. Skills and experience required for the Paraplanner role: Experience and Knowledge Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience. Familiarity with FCA regulations, compliance requirements, and suitability reporting. Experience liaising with clients, advisers, and management to gather information and support the advice process. Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude. Experience in producing client reports, cashflow modelling, and product research (desirable). Skills Strong analytical and problem-solving skills with the ability to interpret complex financial information. Excellent organisational skills with a keen eye for accuracy and attention to detail. Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines. High standard of written, numerical, and verbal communication skills, able to explain technical information clearly. Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers. Salary and Benefits for the Paraplanner role: £28,000 to £30,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.

My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce This is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners. Specific duties include: Preparing relevant paperwork for client meetings. Submitting online applications. Processing business and submit to providers Dealing with client queries Collating research for recommendation. Using quotation systems for Mortgage, Protection, Investment products. Produce suitability letters and reports requested by the Adviser O&M Research Buy / Sell upon client / adviser instruction Handling of Deaths - Wills/Executors etc The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided. Salary Information: Up to £30k depending on experience. 21 days holiday 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/103627 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.

Employee Benefits Administrator Are you an experienced employee benefits administrator? Are you working at an insurer and keen to get into a consultancy? If yes, this role could be for you! We are working with an established consultancy with strong service offerings in employee benefits to support their search for an administrator to join their EB team. Role & Responsibilities: Manage and process renewals for healthcare & group risk schemes General administration of the scheme including: joiners, leavers, address changes Liaise with insurers to obtain quotations and process market reviews Essential Criteria: Must have employee benefits experience in either healthcare or group risk Open to insurer or consultancy background Strong client relationship management experience Ability to work independently and as part of a team This role is remote, with the expectation of attending an office infrequently. If this opportunity is of interest, reach out to discuss further today! Please quote 52376 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events

Role information: Production Planner Salary up to 35,000 DOE Merthyr Tydfil South Wales Onsite role Starting September 2026 Why join Marshall Land Systems in this role: The Production Planner is responsible for delivering effective capacity and material planning to support operational performance. Working as part of a small team, this role ensures ERP/MRP systems are optimised to enable efficient production flow, accurate data management, and successful project delivery. Your responsibilities in this role include: Develop and manage capacity planning activities in collaboration with the Production Scheduler, ensuring optimal utilisation of resources and alignment with maintenance cycles Plan and manage material demand and stock control through the ERP/MRP system in line with customer requirements Ensure capacity planning is fully integrated within ERP/MRP systems to optimise delivery performance, efficiency, and cost Manage and maintain data accuracy within the ERP system (IFS), including actioning MRP messages and resolving stock-related queries Load projects into the system following design release, including Master Part setup and validation of key data fields Release projects to planning, purchasing, and production in a timely manner Process amendments within the MRP system, ensuring parts are at the latest issue and correctly allocated to jobs Ensure all shop orders are correctly linked to parent orders to enable accurate cost tracking Monitor and manage deviations from plan, particularly where there is financial impact Support continuous improvement of planning systems, processes, and methodologies Contribute planning input into bids and future project forecasting Ensure timely project closure, including issuing all parts and enabling accurate cost roll-up for finance and project teams Deliver MRP/ERP training to stakeholders to ensure effective system usage Support operational activities such as stationery ordering where required Apply if you have most of the following: Experience within a production planning or manufacturing engineering environment Experience working in production, assembly, or vehicle build environments Proven experience using ERP/MRP systems in a planning capacity Technical skills/qualifications: Strong experience in production or factory planning roles Advanced knowledge of ERP/MRP systems and planning processes Strong IT skills, including Excel and ERP systems Understanding of capacity planning, inventory management, and production flow Good communication skills with the ability to engage a wide range of stakeholders Ability to work accurately under pressure and meet tight deadlines Strong organisational and analytical skills Experience with IFS ERP system (desirable) Understanding of project-based production systems (desirable) Knowledge of PLM systems (e.g. Windchill) (desirable) Experience in continuous improvement or process optimisation (desirable) The benefits of this role include: Opportunity to play a key role in end-to-end production planning and delivery Exposure to ERP/MRP systems within a production environment Involvement in continuous improvement and operational optimisation initiatives Development opportunities towards senior planning or operations roles Cross-functional exposure across production, engineering, supply chain, and finance Marshall Land Systems is a Canadian-owned global company with an unrivalled pedigree of British engineering excellence. From its origins in Cambridge, UK, through more than a century of innovation, pioneering advances from the nose of Concorde to the early Hydrogen fuel cell technology that ultimately powered the moon landings, Marshall engineers now continue to innovate specialist vehicles and infrastructure for NATO forces across the world. From bomb disposal vehicles to deployed shelters, from command and control to CT scanners on the battlefield, Marshall Land Systems protects people in critical situations with the very best in engineering. It employs 600 people with major facilities the UK, Canada, and the Netherlands.

Client Services Administrator We're looking for an organised and customer-focused Client Services Assistant to join our Clients growing team. This is a key role supporting Financial Planners and Relationship Managers, ensuring clients receive a professional, efficient, and high-quality service at every stage. You'll play an important part in delivering excellent client outcomes while supporting responsible business practices and maintaining the highest standards of integrity. What You'll Be Doing Managing new and existing business processes from start to finish Preparing client documentation, valuations, and financial planning packs Liaising with providers, legal parties, and clients to handle changes and queries Maintaining accurate and up-to-date client records and systems Supporting client meetings and updating records post-appointment Monitoring tasks, chasing outstanding items, and meeting service standards Assisting with reporting, including client profitability analysis Providing occasional reception cover and front-of-house support What We're Looking For At least 2 years' administrative experience Strong communication and customer service skills Excellent organisation and attention to detail Confident using Word, Excel, and Outlook A proactive, positive, and professional approach Ability to work collaboratively and handle multiple priorities Why Join Us? 22 days holiday + bank holidays + extra days over Christmas Birthday off (if it falls on a working day) Pension scheme & death in service benefit Free financial planning service Full support toward industry qualifications Annual company conference and development opportunities Join a supportive and collaborative team where your contribution makes a real difference to both clients and the business. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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.

Technical Administrator £24,500 - £30,000 Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests. The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-driven environment Keen to build a long-term career in wealth management Why Join? Established, reputable Financial Planning environment Structured training Professional, team-based culture Exposure to experienced advisers and planners Clear progression pathway Long-term career stability This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.

Paraplanner Liverpool Competitive Salary + Excellent Benefits Hybrid Working Available After Probation A highly respected Chartered Financial Planning firm in Liverpool is looking to recruit an experienced Paraplanner to join its growing technical team. This is an excellent opportunity for a Diploma-qualified Paraplanner who enjoys the technical side of financial planning and wants to work within a collaborative, client-focused environment. The business has a strong reputation within the industry and provides long-term career development alongside exposure to high-quality advice cases. The Role Working closely with Financial Planners, the Paraplanner will provide technical support across the full financial planning process, helping deliver tailored advice and positive outcomes for clients. Key responsibilities include: Conducting research and analysis to support client recommendations Preparing suitability reports and financial planning documentation Producing cashflow modelling and financial analysis Researching pensions, investments, protection, and other financial planning products Liaising with providers and third parties to obtain information and progress cases Supporting advisers with client meeting preparation and follow-up actions Managing and monitoring annual client reviews Ensuring all work is completed in line with regulatory and compliance standards Maintaining accurate client records and workflow management systems Benefits Competitive salary 25 days holiday plus bank holidays Birthday off Hybrid working after probation Private Medical Insurance 10x Death in Service 5% Pension Contribution Cycle to Work Scheme Modern office environment Chartered firm status and recognised Top 100 IFA business If you are an experienced Paraplanner looking to join a well-established and forward-thinking financial planning firm in Liverpool, please apply for more information.

Role Information: Job Title - Production Planning Lead Salary - Up to 38,000 DOE Based - Merthyr Tydfil, South Wales Why join Marshall Land Systems in this role: The Production Planning Lead is responsible for leading and coordinating all production planning, capacity management and material control activities to ensure efficient and effective delivery of operational and project objectives. The role drives the optimisation of ERP/MRP systems, planning processes and data integrity, providing leadership and direction to the planning function while ensuring alignment across production, supply chain and engineering to achieve on-time, cost-effective delivery. Your responsibilities in this role include: Lead the development and execution of capacity planning strategies, ensuring optimal utilisation of resources and alignment with production demands and maintenance cycles Own and drive material planning, inventory management and stock control through ERP/MRP systems to meet customer and project requirements Ensure full integration of capacity and material planning within ERP/MRP systems to optimise delivery performance, efficiency and cost Provide leadership, guidance and support to Production Planners, ensuring consistency, accuracy and best practice across the planning function Own data integrity within the ERP system (IFS), ensuring accurate master data, timely MRP execution and resolution of system and stock issues Oversee project loading into ERP systems, ensuring accurate setup of Master Parts, BOMs and key planning data following design release Control the timely release of projects to planning, procurement and production, ensuring alignment with delivery schedules Govern change management within MRP systems, ensuring all amendments are controlled, traceable and reflect latest design intent Ensure accurate linking of shop orders and parent orders to enable robust cost tracking and financial visibility Monitor planning performance, proactively identifying risks, constraints and deviations, and implementing corrective actions Lead continuous improvement initiatives across planning systems, processes and methodologies (Lean, 5S, digital optimisation) Provide planning expertise and input into bids, forecasting and long-term capacity planning Ensure effective project closure processes, including material issuing, system accuracy and cost roll-up for finance and project teams Act as the subject matter expert for ERP/MRP systems, delivering training, guidance and support to stakeholders Collaborate cross-functionally to align planning with operational priorities and business Apply if you have most of the following: Significant experience within a production planning, manufacturing engineering or operations planning environment Proven experience in leading or coordinating planning activities within a production, assembly or vehicle build environment Strong track record of using ERP/MRP systems to manage capacity, materials and production flow Experience in driving improvements in planning processes, systems or data accuracy Demonstrated ability to influence and coordinate across multiple functions Technical skills/education Advanced experience in production or factory planning roles Strong working knowledge of ERP/MRP systems and end-to-end planning processes High level of IT proficiency, including Excel and ERP platforms In-depth understanding of capacity planning, inventory management and production flow optimisation Strong analytical, organisational and problem-solving skills Effective communication skills with the ability to engage and influence stakeholders at all Ability to manage multiple priorities and work accurately under pressure Additional local needs: Onsite working Candidates will need to be able to obtain BPSS clearance The benefits of this role include: Opportunity to lead and shape the production planning function within a complex manufacturing environment Increased ownership and influence over end-to-end planning, delivery and operational performance Development of leadership, strategic planning and cross-functional collaboration skills Exposure to business-critical decision-making and long-term capacity planning Opportunities for progression into senior operations, supply chain or planning leadership Involvement in driving system, process and digital transformation initiatives Marshall Land Systems is a Canadian-owned global company with an unrivalled pedigree of British engineering excellence. From its origins in Cambridge, UK, through more than a century of innovation, pioneering advances from the nose of Concorde to the early Hydrogen fuel cell technology that ultimately powered the moon landings, Marshall engineers now continue to innovate specialist vehicles and infrastructure for NATO forces across the world. From bomb disposal vehicles to deployed shelters, from command and control to CT scanners on the battlefield, Marshall Land Systems protects people in critical situations with the very best in engineering. It employs 600 people with major facilities the UK, Canada, and the Netherlands.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. About the Role As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions. Responsibilities Requirements Elicitation & Analysis Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications Define and validate acceptance criteria in collaboration with the Product Owner and QA teams Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers Process Analysis & Improvement Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements Identify opportunities to embed AI-powered tooling into advice workflows - such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing - and translate these into structured requirements Agile Delivery Support Work closely with the Product Owner to refine and maintain a well-groomed backlog Participate actively in sprint ceremonies - refinement, planning, reviews, and retrospectives Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically Stakeholder Engagement Build trusted relationships with senior stakeholders across advice, planning, and operations Communicate complex technical and process changes clearly to non-technical audiences Provide regular progress updates and facilitate sign-off on key deliverables Continuous Improvement Champion best practice in business analysis, agile delivery, and financial services Actively leverage AI tools in day-to-day analysis work - including using AI assistants for documentation drafting, requirements synthesis, and process modelling - and encourage adoption across the team Mentor junior team members and contribute to the development of BA standards across the function Experience Experience as a Technical Business Analyst, ideally within financial services or fintech Demonstrable experience working within agile cross-functional delivery teams Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding Experience with wealth management platforms and advice technology is highly desirable Practical experience using AI tools to improve personal productivity and inform solution design Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods Skills Expert-level ability to produce clear, structured requirements documentation and process maps Proficient in agile tools such as Jira, Confluence, or Azure DevOps Strong analytical and problem-solving skills with a data-driven approach Excellent stakeholder management and communication skills across all levels SQL proficiency is a plus Education Bachelor's degree in Business, Finance, Computer Science, or related field preferred BCS, IIBA (CBAP), or equivalent BA certification is a plus Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Terms - Competitive salary - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave + public holidays - Buy and sell holidays up to 5 days - Office Christmas close (3-days) - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. - Hybrid working - Further education and training support - Discretionary performance related bonus - Confidential Employee Assistance Programme - 2 days per year for voluntary work - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Financial Advisor Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

We are working with a well-established, award-winning multi-disciplinary engineering consultancy to recruit an experienced Transport Planner to join their growing team in Nottingham. This is a fantastic opportunity to take real ownership of your projects, work across a varied and interesting portfolio, and play an active role in expanding the transport planning function. Full details of our client will be shared with suitable candidates upon application. The role Based in a well-resourced, multi-disciplinary Nottingham office, you will join an established transport planning team and work closely with your line manager to deliver a broad range of development planning projects across multiple sectors - including residential, commercial, industrial, and logistics. You will take ownership of your own projects from early stage through to delivery, producing Transport Notes, Statements and Assessments, Travel Plans, ES Transport Chapters, and Active Travel Audits. Alongside technical delivery, you will play a key role in supporting the continued growth of the team - this is a role with real career progression potential for someone with ambition. Key responsibilities Produce Transport Notes, Statements and Assessments, Travel Plans, ES Transport Chapters, and Active Travel Audits, including associated calculations Undertake preliminary highway design using AutoCAD in line with relevant design standards Use junction capacity modelling software including TRL Junctions and LinSig/Quickgreen Work with key industry tools including TRICS, TEMPro, and GIS software (QGIS or Podaris preferred) Assist with project management - including resourcing, deliverables, financials, and client liaison Apply relevant local and national transport policy and guidance across a range of project types Contribute to the growth and development of the Nottingham transport planning team What we're looking for 2-5 years' experience in private consultancy development planning transport Demonstrable experience producing Transport Statements, Travel Plans, and ES Transport Chapters Proficient in AutoCAD and relevant highway design standards Competent user of LinSig, TRL Junctions, TRICS, and TEMPro Experience with GIS software - QGIS or Podaris preferred Strong organisation, communication, and analytical skills Commitment to continual professional development Package & benefits Flexible holiday allowance Hybrid working Company pension scheme Excellent career progression potential Interesting & challenging multi-sector projects Autonomy to lead your own projects If interested in this position, but perhaps would like to find out more before formally applying, please contact Taylor Smith at Calibre Search Manchester. Calibre Search promote equality in the workplace and we welcome applications from all suitably skilled or qualified candidates regardless of their sex, race, disability, religion/beliefs, sexual orientation or age. We act as both an employment agency and employment business.

We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway. Role Overview Supporting Financial Planners & Paraplanners with day-to-day administration Acting as a first point of contact for clients Processing new business applications across core financial products Ensuring all transactions are processed accurately and compliantly Preparing documentation for client review meetings Obtaining client portfolio valuations Full job specification available on request Key Requirements Minimum 18 months' experience (essential) Experience working with HNW clients (desirable) Working towards the CII Level 4 Diploma (desirable) The Package Starting salary: up to c£40,000 + 10% bonus Hybrid / flexible working Core Working hours: 9am - 5pm Company pension: 5% employer contribution 25 days holiday + additional days over Christmas shutdown Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .