Job Tile: Urban Designer/Senior Urban Designer Location: London /Camberley Role Summary Penguin Recruitment is delighted to be supporting a multidisciplinary who are on the search for experienced Urban Designers / Senior Urban Designers to join a well-established Design Team working on large-scale masterplanning projects, including new settlements, neighbourhoods and strategic site promotions. You will play a key role in the design and delivery of vision-led projects, supporting outline planning applications and contributing to the creation of high-quality, deliverable places. Key Responsibilities Contribute to the design and delivery of strategic masterplanning and urban design projects Lead or support the preparation of vision documents, frameworks and outline planning application submissions Develop strong, design-led concepts for large-scale residential and mixed-use developments Work closely with multi-disciplinary teams including planners, engineers, landscape architects and environmental consultants Produce high-quality drawings, diagrams and presentation material to communicate design proposals effectively Support stakeholder engagement and design workshops where required Contribute to project coordination, timelines and design outputs across multiple schemes Assist with mentoring junior team members (Senior level) Ensure design work aligns with planning policy, development viability and client objectives Requirements Minimum 3+ years UK-based experience in urban design, masterplanning or a related design practice Postgraduate qualification in Urban Design from a UK university (essential) Background in Architecture is highly advantageous Proven experience in strategic site promotion and outline planning applications Strong portfolio demonstrating masterplanning and place-making projects Experience working within multi-disciplinary project teams Excellent written, verbal and graphic communication skills Advanced proficiency in Adobe Creative Suite, SketchUp and CAD Hand drawing skills advantageous Right to work in the UK (no visa sponsorship available) What's on Offer Opportunity to work on high-profile, large-scale residential and mixed-use developments Clear career progression and professional development opportunities Exposure to project management and project finances Collaborative and supportive studio culture Regular CPD and knowledge-sharing sessions Quarterly team and business meetings Competitive salary and benefits package aligned with industry standards Benefits Include 25 days annual leave + bank holidays (increasing by 1 day per year, up to 27 days) Private Medical Insurance (single cover) Salary sacrifice pension scheme Cycle to Work scheme Eye care vouchers Staff discount on property and financial services Interested? The hiring manager is looking to meet suitable candidates ASAP. If you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
May 14, 2026
Full time
Job Tile: Urban Designer/Senior Urban Designer Location: London /Camberley Role Summary Penguin Recruitment is delighted to be supporting a multidisciplinary who are on the search for experienced Urban Designers / Senior Urban Designers to join a well-established Design Team working on large-scale masterplanning projects, including new settlements, neighbourhoods and strategic site promotions. You will play a key role in the design and delivery of vision-led projects, supporting outline planning applications and contributing to the creation of high-quality, deliverable places. Key Responsibilities Contribute to the design and delivery of strategic masterplanning and urban design projects Lead or support the preparation of vision documents, frameworks and outline planning application submissions Develop strong, design-led concepts for large-scale residential and mixed-use developments Work closely with multi-disciplinary teams including planners, engineers, landscape architects and environmental consultants Produce high-quality drawings, diagrams and presentation material to communicate design proposals effectively Support stakeholder engagement and design workshops where required Contribute to project coordination, timelines and design outputs across multiple schemes Assist with mentoring junior team members (Senior level) Ensure design work aligns with planning policy, development viability and client objectives Requirements Minimum 3+ years UK-based experience in urban design, masterplanning or a related design practice Postgraduate qualification in Urban Design from a UK university (essential) Background in Architecture is highly advantageous Proven experience in strategic site promotion and outline planning applications Strong portfolio demonstrating masterplanning and place-making projects Experience working within multi-disciplinary project teams Excellent written, verbal and graphic communication skills Advanced proficiency in Adobe Creative Suite, SketchUp and CAD Hand drawing skills advantageous Right to work in the UK (no visa sponsorship available) What's on Offer Opportunity to work on high-profile, large-scale residential and mixed-use developments Clear career progression and professional development opportunities Exposure to project management and project finances Collaborative and supportive studio culture Regular CPD and knowledge-sharing sessions Quarterly team and business meetings Competitive salary and benefits package aligned with industry standards Benefits Include 25 days annual leave + bank holidays (increasing by 1 day per year, up to 27 days) Private Medical Insurance (single cover) Salary sacrifice pension scheme Cycle to Work scheme Eye care vouchers Staff discount on property and financial services Interested? The hiring manager is looking to meet suitable candidates ASAP. If you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE S WHAT YOU LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You ll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.
May 14, 2026
Full time
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE S WHAT YOU LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You ll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.
Travelplanners are a well-established UK specialist long-haul tour operator with over 40 years of success, focusing on multi-centre USA itineraries, Florida holidays, villas, and cruise combinations. We are now looking for a passionate and driven Direct Sales Consultant to join our growing homeworking team. Are you an experienced travel sales professional who thrives on creating exceptional, tailor-made holidays? Do you enjoy guiding customers towards the right travel experience rather than overwhelming them with options? About the opportunity: As a Direct Sales Consultant, you will handle inbound enquiries via phone and email, designing high-quality, tailor-made holidays with a strong focus on customer experience and sales performance. This is not just about quoting holidays; it's about crafting journeys and confidently guiding clients to the best possible decisions. Your day will include: Handle inbound customer enquiries via phone and email Create bespoke, high quality travel itineraries tailored to each client Convert enquiries into bookings while achieving monthly sales targets Proactively follow up quotes to maximise conversion Recommend enhancements that improve the overall holiday experience Maintain accurate and detailed booking records Follow company sales processes and quality standards Attend ongoing training and coaching sessions What we are looking for: Candidates with the ability simplify complex itineraries into clear, confident recommendations Confident communicators who can explain why certain choices improve the holiday Experience designing well balanced travel experiences (timing, location, flow) Essential Requirements: Previous UK travel sales experience telephone based, direct to customer (essential) Previous homeworking experience (essential) Proven success working to sales targets Experience creating tailor made itineraries Strong knowledge of USA travel, cruising, and villas Understanding of scheduled airlines Excellent communication skills (written and verbal) Strong organisational, multitasking, and problem-solving abilities Confidence in leading customer conversations and decision-making Good IT and keyboard skills Flexibility to work shifts, including evenings and weekends High attention to detail If you have a passion for the delivery of high-quality service and the ability to work in a highly organised way, then we want to hear from you! What we are offering: 26,228 basic salary plus commission giving a 32,000 - 35,000 OTE 37.5 hours per week, including a one-hour lunch break. Working hours are 7.5hours a day between the hours of 9am & 7pm Monday-Friday, 9am to 5pm Saturdays and 10am to 4pm Sundays with a day off in lieu when working weekends. Fully remote, with all equipment provided Excellent remote support and training 28 days of paid holiday (including bank holidays), increasing to 33 days for long service. 5 paid "Me" days per year An additional paid day off for your birthday. Financial, medical, and mental wellbeing programmes
May 14, 2026
Full time
Travelplanners are a well-established UK specialist long-haul tour operator with over 40 years of success, focusing on multi-centre USA itineraries, Florida holidays, villas, and cruise combinations. We are now looking for a passionate and driven Direct Sales Consultant to join our growing homeworking team. Are you an experienced travel sales professional who thrives on creating exceptional, tailor-made holidays? Do you enjoy guiding customers towards the right travel experience rather than overwhelming them with options? About the opportunity: As a Direct Sales Consultant, you will handle inbound enquiries via phone and email, designing high-quality, tailor-made holidays with a strong focus on customer experience and sales performance. This is not just about quoting holidays; it's about crafting journeys and confidently guiding clients to the best possible decisions. Your day will include: Handle inbound customer enquiries via phone and email Create bespoke, high quality travel itineraries tailored to each client Convert enquiries into bookings while achieving monthly sales targets Proactively follow up quotes to maximise conversion Recommend enhancements that improve the overall holiday experience Maintain accurate and detailed booking records Follow company sales processes and quality standards Attend ongoing training and coaching sessions What we are looking for: Candidates with the ability simplify complex itineraries into clear, confident recommendations Confident communicators who can explain why certain choices improve the holiday Experience designing well balanced travel experiences (timing, location, flow) Essential Requirements: Previous UK travel sales experience telephone based, direct to customer (essential) Previous homeworking experience (essential) Proven success working to sales targets Experience creating tailor made itineraries Strong knowledge of USA travel, cruising, and villas Understanding of scheduled airlines Excellent communication skills (written and verbal) Strong organisational, multitasking, and problem-solving abilities Confidence in leading customer conversations and decision-making Good IT and keyboard skills Flexibility to work shifts, including evenings and weekends High attention to detail If you have a passion for the delivery of high-quality service and the ability to work in a highly organised way, then we want to hear from you! What we are offering: 26,228 basic salary plus commission giving a 32,000 - 35,000 OTE 37.5 hours per week, including a one-hour lunch break. Working hours are 7.5hours a day between the hours of 9am & 7pm Monday-Friday, 9am to 5pm Saturdays and 10am to 4pm Sundays with a day off in lieu when working weekends. Fully remote, with all equipment provided Excellent remote support and training 28 days of paid holiday (including bank holidays), increasing to 33 days for long service. 5 paid "Me" days per year An additional paid day off for your birthday. Financial, medical, and mental wellbeing programmes
Administrator University of Kent Full-Time 40 Hours Per Week Monday to Friday, Days Only We're looking for a highly organised and detail-focused Administrator to support the smooth running of operations at the University of Kent. This is an excellent opportunity for someone with strong administrative skills who enjoys working in a fast-paced environment and wants to build a career with a company that invests in its people, celebrates individuality, and rewards those who consistently go above and beyond. What You'll Be Doing As an Administrator , you'll provide essential support across HR, finance, procurement, and compliance activities. Your responsibilities will include: Maintaining accurate financial records and assisting with data entry Producing and analysing sales and financial reports Processing data including goods receipts, stock reports, and purchase reports Acting as the first point of contact for procurement helpdesk queries Preparing recharge reports and ensuring accurate billing Updating booking systems and internal databases Managing and maintaining employee personnel files Organising and monitoring compliance documentation relating to: Health & Safety Food Safety Training records Matrix monitoring Updating training planners and coordinating training sessions Supporting multiple regions as required Providing finance support during periods of absence or increased workload What We're Looking For The ideal candidate will have: Excellent attention to detail and strong organisational skills Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint The ability to learn new software systems quickly Strong multitasking and prioritisation skills Excellent communication and interpersonal skills Previous experience in an administrative or similar role An understanding of finance and accounting principles (desirable) What We Offer Full-time role, 40 hours per week Monday to Friday working pattern - no evenings or weekends Full training provided on site Opportunities for career progression A supportive and inclusive working environment Recognition and rewards for outstanding performance If you're a proactive and dependable administrator looking to join a business where your contribution truly matters, we'd love to hear from you.
May 14, 2026
Full time
Administrator University of Kent Full-Time 40 Hours Per Week Monday to Friday, Days Only We're looking for a highly organised and detail-focused Administrator to support the smooth running of operations at the University of Kent. This is an excellent opportunity for someone with strong administrative skills who enjoys working in a fast-paced environment and wants to build a career with a company that invests in its people, celebrates individuality, and rewards those who consistently go above and beyond. What You'll Be Doing As an Administrator , you'll provide essential support across HR, finance, procurement, and compliance activities. Your responsibilities will include: Maintaining accurate financial records and assisting with data entry Producing and analysing sales and financial reports Processing data including goods receipts, stock reports, and purchase reports Acting as the first point of contact for procurement helpdesk queries Preparing recharge reports and ensuring accurate billing Updating booking systems and internal databases Managing and maintaining employee personnel files Organising and monitoring compliance documentation relating to: Health & Safety Food Safety Training records Matrix monitoring Updating training planners and coordinating training sessions Supporting multiple regions as required Providing finance support during periods of absence or increased workload What We're Looking For The ideal candidate will have: Excellent attention to detail and strong organisational skills Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint The ability to learn new software systems quickly Strong multitasking and prioritisation skills Excellent communication and interpersonal skills Previous experience in an administrative or similar role An understanding of finance and accounting principles (desirable) What We Offer Full-time role, 40 hours per week Monday to Friday working pattern - no evenings or weekends Full training provided on site Opportunities for career progression A supportive and inclusive working environment Recognition and rewards for outstanding performance If you're a proactive and dependable administrator looking to join a business where your contribution truly matters, we'd love to hear from you.
Job Title: Senior Urban Designer Location: Camberley Penguin Recruitment is delighted to be supporting a market-leading planning and design consultancy in their search for an experienced Urban Designer / Senior Urban Designer to join their growing team. About the Company: This well-established consultancy is recognised as one of the UK's leading planning and design specialists, delivering high-quality, sustainable developments across England and Wales. With a strong reputation for innovation and placemaking, the team works on a diverse portfolio of projects, including large-scale new settlements and residential neighbourhoods. This is an excellent opportunity to join a collaborative and forward-thinking environment where creativity and professional growth are actively encouraged. Role Overview: The successful candidate will play a key role within the design team, contributing to a range of masterplanning and strategic development projects. You will collaborate with multi-disciplinary teams, helping to shape vision-led design solutions and support the delivery of outline planning applications. Key Responsibilities: Contribute to the preparation of masterplans, vision documents, and design strategies Support strategic site promotion and outline planning applications Work collaboratively with planners, architects, and external consultants Produce high-quality written reports, presentations, and graphic outputs Assist with project coordination and delivery Requirements: Minimum of 3 years' UK-based experience in urban design or masterplanning Postgraduate qualification in Urban Design from a UK university Background in architecture is advantageous Proven experience in strategic site promotion and planning applications Strong communication skills (written, verbal, and graphic) Advanced proficiency in Adobe Creative Suite, SketchUp, and CAD Hand drawing skills are desirable Full right to work in the UK What's on Offer: Competitive salary and benefits package Clear progression opportunities within a growing consultancy Exposure to a wide range of high-profile projects Ongoing CPD and support for professional qualifications Collaborative and supportive team culture Benefits Include: 25 days annual leave + bank holidays (rising with service) Private medical insurance (single cover) Pension scheme (salary sacrifice) Cycle to work scheme Eye care vouchers Staff referral bonus scheme Discounts on property and financial services This is an exciting opportunity for a motivated Urban Designer to take the next step in their career within a dynamic and supportive environment, contributing to the creation of sustainable and high-quality places. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
May 14, 2026
Full time
Job Title: Senior Urban Designer Location: Camberley Penguin Recruitment is delighted to be supporting a market-leading planning and design consultancy in their search for an experienced Urban Designer / Senior Urban Designer to join their growing team. About the Company: This well-established consultancy is recognised as one of the UK's leading planning and design specialists, delivering high-quality, sustainable developments across England and Wales. With a strong reputation for innovation and placemaking, the team works on a diverse portfolio of projects, including large-scale new settlements and residential neighbourhoods. This is an excellent opportunity to join a collaborative and forward-thinking environment where creativity and professional growth are actively encouraged. Role Overview: The successful candidate will play a key role within the design team, contributing to a range of masterplanning and strategic development projects. You will collaborate with multi-disciplinary teams, helping to shape vision-led design solutions and support the delivery of outline planning applications. Key Responsibilities: Contribute to the preparation of masterplans, vision documents, and design strategies Support strategic site promotion and outline planning applications Work collaboratively with planners, architects, and external consultants Produce high-quality written reports, presentations, and graphic outputs Assist with project coordination and delivery Requirements: Minimum of 3 years' UK-based experience in urban design or masterplanning Postgraduate qualification in Urban Design from a UK university Background in architecture is advantageous Proven experience in strategic site promotion and planning applications Strong communication skills (written, verbal, and graphic) Advanced proficiency in Adobe Creative Suite, SketchUp, and CAD Hand drawing skills are desirable Full right to work in the UK What's on Offer: Competitive salary and benefits package Clear progression opportunities within a growing consultancy Exposure to a wide range of high-profile projects Ongoing CPD and support for professional qualifications Collaborative and supportive team culture Benefits Include: 25 days annual leave + bank holidays (rising with service) Private medical insurance (single cover) Pension scheme (salary sacrifice) Cycle to work scheme Eye care vouchers Staff referral bonus scheme Discounts on property and financial services This is an exciting opportunity for a motivated Urban Designer to take the next step in their career within a dynamic and supportive environment, contributing to the creation of sustainable and high-quality places. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
May 14, 2026
Full time
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes click apply for full job details
A client of ours in the Bury St Edmunds area are recruiting a Financial Planning Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (35 hour week). Paying a negotiable salary depending on experience. This is a hybrid role working 2 days from home and 3 days in the office after a successful probation. Key Duties include but are not limited to: Prepare financial planning packs Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systems Ensure all documents are saved and named correctly. Support, train and develop new team members. Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service. Keep Financial Planners and clients up to date with progress and flag any concerns or complaints to your manager Adopt new technology and ways of working but feeding back where a process could be developed or improved Processing work in a timely manner Maintain and update my talent development record Cover reception when needed Skills and Experience required to be considered for this Financial Planning Administrator position: Minimum 4-5 years admin and secretarial experience Proficient in using systems and PC processes Providing accurate and timely administrative support High attention to detail Highly organised Excellent written and verbal communication skills Great Benefits to working for this company include: Pension (6% company contribution & 3% employee contribution) Bupa cash plan Hybrid working after probation 25 days' holiday + 1 day off for birthday, plus bank holidays Christmas Shutdown Income Protection Learning & Development provided by team internally If you feel like you meet the above criteria & would like to be considered for this Financial Planning Administrator position, please apply with your CV.
May 14, 2026
Full time
A client of ours in the Bury St Edmunds area are recruiting a Financial Planning Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (35 hour week). Paying a negotiable salary depending on experience. This is a hybrid role working 2 days from home and 3 days in the office after a successful probation. Key Duties include but are not limited to: Prepare financial planning packs Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systems Ensure all documents are saved and named correctly. Support, train and develop new team members. Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service. Keep Financial Planners and clients up to date with progress and flag any concerns or complaints to your manager Adopt new technology and ways of working but feeding back where a process could be developed or improved Processing work in a timely manner Maintain and update my talent development record Cover reception when needed Skills and Experience required to be considered for this Financial Planning Administrator position: Minimum 4-5 years admin and secretarial experience Proficient in using systems and PC processes Providing accurate and timely administrative support High attention to detail Highly organised Excellent written and verbal communication skills Great Benefits to working for this company include: Pension (6% company contribution & 3% employee contribution) Bupa cash plan Hybrid working after probation 25 days' holiday + 1 day off for birthday, plus bank holidays Christmas Shutdown Income Protection Learning & Development provided by team internally If you feel like you meet the above criteria & would like to be considered for this Financial Planning Administrator position, please apply with your CV.
Paraplanner Liverpool (Jamaica Street) Up to £55,000 Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice. This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued. Key Responsibilities Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning Conduct technical research and analysis to support financial advisers in developing client recommendations Analyse client information and produce accurate cashflow modelling where required Ensure all work complies with FCA regulations and internal compliance standards Liaise with advisers, administrators, and product providers to ensure efficient case progression Maintain up-to-date knowledge of financial products, legislation, and industry developments Requirements Proven experience working as a Paraplanner within a financial planning or wealth management firm Strong technical knowledge across pensions, investments, and protection products Experience writing high-quality suitability reports Working towards or holding Level 4 Diploma in Financial Planning (or equivalent) Excellent analytical, organisational, and communication skills High attention to detail and ability to manage multiple cases effectively What s on Offer Salary up to £55,000 (depending on experience) Hybrid working arrangement Supportive and collaborative team environment Established client base and strong business reputation Long-term career opportunity for a dedicated paraplanner Next Steps If you re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we d love to hear from you. Apply now or get in touch to arrange a confidential discussion.
May 14, 2026
Full time
Paraplanner Liverpool (Jamaica Street) Up to £55,000 Overview We are recruiting for an experienced and career-focused Paraplanner to join a well-established financial planning firm based in Liverpool (Jamaica Street). This is a technical, non-client-facing role suited to a paraplanner who enjoys in-depth research, report writing, and supporting advisers to deliver high-quality financial advice. This is an excellent opportunity for someone seeking a long-term position within a supportive team where technical expertise is genuinely valued. Key Responsibilities Prepare detailed suitability reports across a range of financial planning areas, including pensions, investments, protection, and retirement planning Conduct technical research and analysis to support financial advisers in developing client recommendations Analyse client information and produce accurate cashflow modelling where required Ensure all work complies with FCA regulations and internal compliance standards Liaise with advisers, administrators, and product providers to ensure efficient case progression Maintain up-to-date knowledge of financial products, legislation, and industry developments Requirements Proven experience working as a Paraplanner within a financial planning or wealth management firm Strong technical knowledge across pensions, investments, and protection products Experience writing high-quality suitability reports Working towards or holding Level 4 Diploma in Financial Planning (or equivalent) Excellent analytical, organisational, and communication skills High attention to detail and ability to manage multiple cases effectively What s on Offer Salary up to £55,000 (depending on experience) Hybrid working arrangement Supportive and collaborative team environment Established client base and strong business reputation Long-term career opportunity for a dedicated paraplanner Next Steps If you re a technical paraplanner looking for a role where your expertise is recognised and you can build a long-term career, we d love to hear from you. Apply now or get in touch to arrange a confidential discussion.
Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
May 14, 2026
Full time
Paraplanner / Trainee Paraplanner South Manchester £40,000+ DOE Mainly office-based Up to 2 days WFH considered I m currently working with a growing and forward-thinking financial planning firm in South Manchester who are looking to recruit either an experienced Paraplanner or a strong IFA Administrator / Trainee Paraplanner ready to take the next step in their career. This opportunity would suit someone with solid back-office or technical support experience, ideally with some RO exams completed, who is looking to build their technical knowledge within a supportive and well-structured environment. The Opportunity Join a collaborative financial planning firm with a modern culture Work closely with Advisers as part of a pod-style structure Gain exposure to a broad range of pensions, investments, and financial planning cases Develop your technical knowledge and paraplanning capability within an experienced team Clear long-term progression and development opportunities available The Role Responsibilities will include: Preparing suitability reports and client recommendations Conducting research across pensions, investments, protection, and tax planning Supporting adviser meetings and producing follow-up documentation Assisting with financial planning cases from initial research through to implementation Working closely with Advisers and the wider support team to deliver excellent client outcomes What They re Looking For Experience within an IFA / Wealth Management environment Existing paraplanning experience OR strong IFA administration / technical support experience Some RO exams completed or currently studying towards qualifications Strong communication and organisational skills Ambitious mindset with a willingness to learn and develop Salary & Benefits Salary of £40,000+ DOE Annual salary review each summer Annual bonus linked to company profits Private medical insurance Company pension scheme Hybrid working available (up to 2 days WFH) If you re a Paraplanner, Technical Administrator, or Trainee Paraplanner based in or around South Manchester and looking for a strong long-term opportunity, please apply or get in touch directly.
Event Planner II Medical Affairs Meetings & Events (Contractor) Managed end-to-end planning and execution of compliant Medical Affairs programs, including Advisory Boards, HCP engagements, annual department meetings, and strategic internal events within a highly regulated pharmaceutical environment. Key Responsibilities Independently coordinated complex HCP-facing events, ensuring full compliance with internal policies, industry regulations, and transparency reporting requirements. Managed all aspects of event logistics including venue sourcing, travel coordination, AV, catering, off-site dinners, and onsite execution. Served as primary point of contact for healthcare professionals, vendors, and cross-functional internal stakeholders regarding travel, honoraria, contracts, and event operations. Oversaw HCP contracting, payment processing, and Transfer of Value (ToV) reporting in alignment with Sunshine Act and EFPIA transparency requirements. Submitted and managed events through internal compliance and approval systems, ensuring accurate documentation and audit readiness. Negotiated vendor agreements and service contracts while maintaining alignment with procurement, legal, and compliance standards. Managed event budgets, purchase orders, expense reconciliation, and financial reporting for multiple concurrent programs. Conducted venue site inspections and evaluated suppliers to ensure quality, compliance, and operational efficiency. Prepared meeting communications, post-event reporting, budget analysis, and compliance documentation for leadership and stakeholders. Collaborated cross-functionally with Medical Affairs, Legal, Compliance, Procurement, and external partners to deliver seamless and compliant event experiences. Supported process improvement initiatives and provided guidance on compliant meeting execution and HCP engagement procedures. Skills Medical Affairs • Advisory Boards • HCP Engagement • Event Management • Vendor Management • Contract Negotiation • Compliance • Sunshine Act • EFPIA • Transfer of Value (ToV) Reporting • Budget Management • Cross-Functional Collaboration • Meeting Planning • Pharmaceutical Events • Stakeholder Management • Travel Coordination • Procurement • Project Management
May 14, 2026
Seasonal
Event Planner II Medical Affairs Meetings & Events (Contractor) Managed end-to-end planning and execution of compliant Medical Affairs programs, including Advisory Boards, HCP engagements, annual department meetings, and strategic internal events within a highly regulated pharmaceutical environment. Key Responsibilities Independently coordinated complex HCP-facing events, ensuring full compliance with internal policies, industry regulations, and transparency reporting requirements. Managed all aspects of event logistics including venue sourcing, travel coordination, AV, catering, off-site dinners, and onsite execution. Served as primary point of contact for healthcare professionals, vendors, and cross-functional internal stakeholders regarding travel, honoraria, contracts, and event operations. Oversaw HCP contracting, payment processing, and Transfer of Value (ToV) reporting in alignment with Sunshine Act and EFPIA transparency requirements. Submitted and managed events through internal compliance and approval systems, ensuring accurate documentation and audit readiness. Negotiated vendor agreements and service contracts while maintaining alignment with procurement, legal, and compliance standards. Managed event budgets, purchase orders, expense reconciliation, and financial reporting for multiple concurrent programs. Conducted venue site inspections and evaluated suppliers to ensure quality, compliance, and operational efficiency. Prepared meeting communications, post-event reporting, budget analysis, and compliance documentation for leadership and stakeholders. Collaborated cross-functionally with Medical Affairs, Legal, Compliance, Procurement, and external partners to deliver seamless and compliant event experiences. Supported process improvement initiatives and provided guidance on compliant meeting execution and HCP engagement procedures. Skills Medical Affairs • Advisory Boards • HCP Engagement • Event Management • Vendor Management • Contract Negotiation • Compliance • Sunshine Act • EFPIA • Transfer of Value (ToV) Reporting • Budget Management • Cross-Functional Collaboration • Meeting Planning • Pharmaceutical Events • Stakeholder Management • Travel Coordination • Procurement • Project Management
This is a true head turner A growing Financial Services, Wealth, Investment Group has created this new opportunity to join a small but growing central HR team to Develop, implement and Lead the L&D Strategy for the Group. Working closely with the Group CPO, and the regional business Leaders you will have true autonomy to implement a strategy for L&D as part of the broader People strategy as the Group continues to Grow. Whilst only a short and broad overview key elements will include: -Assessing leadership and management capability gaps - Supporting leadership succession - Establish clear career pathways, aligned to a new organisation design/operating model in our regional hubs - Create and develop a learning culture - employee owned/enabled - Support annual compliance training and meeting our legal/reg standards - Deploy training utilising a range of tech and in-person solutions - Build a strong talent pool of future financial planners. The role will suit an individual with a broad range of Learning experiences from a Financial Services background. You will have a passion for enabling individuals to realise their own career ambitions, and to support constructive development at all levels of the business. Support internal mobility, and successional opportunities for moving between Group businesses. Please apply with a current CV to understand the full breadth of this opportunity. Artis Recruitment provide specialist recruitment services within HR, Finance, IT, Procurement, Marketing, Customer Contact and Executive Search. By applying to this position, you acknowledge that you have read and accept our Privacy Policy: (url removed)
May 14, 2026
Full time
This is a true head turner A growing Financial Services, Wealth, Investment Group has created this new opportunity to join a small but growing central HR team to Develop, implement and Lead the L&D Strategy for the Group. Working closely with the Group CPO, and the regional business Leaders you will have true autonomy to implement a strategy for L&D as part of the broader People strategy as the Group continues to Grow. Whilst only a short and broad overview key elements will include: -Assessing leadership and management capability gaps - Supporting leadership succession - Establish clear career pathways, aligned to a new organisation design/operating model in our regional hubs - Create and develop a learning culture - employee owned/enabled - Support annual compliance training and meeting our legal/reg standards - Deploy training utilising a range of tech and in-person solutions - Build a strong talent pool of future financial planners. The role will suit an individual with a broad range of Learning experiences from a Financial Services background. You will have a passion for enabling individuals to realise their own career ambitions, and to support constructive development at all levels of the business. Support internal mobility, and successional opportunities for moving between Group businesses. Please apply with a current CV to understand the full breadth of this opportunity. Artis Recruitment provide specialist recruitment services within HR, Finance, IT, Procurement, Marketing, Customer Contact and Executive Search. By applying to this position, you acknowledge that you have read and accept our Privacy Policy: (url removed)
Senior Town Planner Reading Large Multi-Disciplinary Consultancy Flexible Working - 4 Days Office / Site / Meetings As a specialist UK recruiter working with a leading multi-disciplinary consultancy, I am pleased to present an exciting opportunity for a Senior Town Planner to join their established and growing team in Reading. You will be joining a collaborative planning team of 20 planners operating across the Reading and Oxford offices, forming part of a wider national, multi-disciplinary environment. The team delivers a broad range of projects and offers strong career progression within a supportive and commercially focused setting. The Role This is a varied and rewarding position where you will: Be involved in land promotion and the preparation of planning applications Assist with and manage your own planning projects Undertake planning appraisals and manage appeals Support major schemes across large-scale residential and commercial developments Work on renewable energy and battery storage projects Contribute to water infrastructure and educational developments Support smaller rural and mixed-use schemes You will also play an important role in: Developing and maintaining strong client relationships Supporting the growth of targeted development sectors Contributing to team financial performance and wider business objectives Providing guidance and mentoring to junior colleagues About You We are seeking a commercially aware and proactive planning professional who: Has experience within private consultancy or a similar environment Is confident managing projects and building client relationships Has strong knowledge of the UK planning system and policy framework Is motivated to contribute to team growth and sector development Enjoys mentoring and supporting junior planners What's On Offer Flexible working model (4 days office/site/meetings) Exposure to a diverse and high-quality project portfolio Clear progression within a well-established consultancy Collaborative team culture across Reading and Oxford Competitive salary and benefits package This is an excellent opportunity for a Senior Planner seeking greater responsibility, client exposure and strategic involvement within a highly respected consultancy environment. If this sounds of interest, apply with your CV today and call Tullula Farrell on (phone number removed) to avoid missing out.
May 14, 2026
Full time
Senior Town Planner Reading Large Multi-Disciplinary Consultancy Flexible Working - 4 Days Office / Site / Meetings As a specialist UK recruiter working with a leading multi-disciplinary consultancy, I am pleased to present an exciting opportunity for a Senior Town Planner to join their established and growing team in Reading. You will be joining a collaborative planning team of 20 planners operating across the Reading and Oxford offices, forming part of a wider national, multi-disciplinary environment. The team delivers a broad range of projects and offers strong career progression within a supportive and commercially focused setting. The Role This is a varied and rewarding position where you will: Be involved in land promotion and the preparation of planning applications Assist with and manage your own planning projects Undertake planning appraisals and manage appeals Support major schemes across large-scale residential and commercial developments Work on renewable energy and battery storage projects Contribute to water infrastructure and educational developments Support smaller rural and mixed-use schemes You will also play an important role in: Developing and maintaining strong client relationships Supporting the growth of targeted development sectors Contributing to team financial performance and wider business objectives Providing guidance and mentoring to junior colleagues About You We are seeking a commercially aware and proactive planning professional who: Has experience within private consultancy or a similar environment Is confident managing projects and building client relationships Has strong knowledge of the UK planning system and policy framework Is motivated to contribute to team growth and sector development Enjoys mentoring and supporting junior planners What's On Offer Flexible working model (4 days office/site/meetings) Exposure to a diverse and high-quality project portfolio Clear progression within a well-established consultancy Collaborative team culture across Reading and Oxford Competitive salary and benefits package This is an excellent opportunity for a Senior Planner seeking greater responsibility, client exposure and strategic involvement within a highly respected consultancy environment. If this sounds of interest, apply with your CV today and call Tullula Farrell on (phone number removed) to avoid missing out.
Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration. In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear. Key aspects of the Paraplanner job include: Writing suitability reports across pensions, investments and protection Direct Paraplanner support to advisers rather than pooled support Cash flow modelling and technical research Liaising with advisers to discuss progress of cases Managing your own workflow and case progression This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals. Paraplanner Requirements Essential - experience working as a Paraplanner within a financial planning firm Essential - experience producing suitability reports across pensions and investments Desirable - Diploma qualification or working towards Desirable - experience with cash flow modelling Desirable - CRM experience such as Salesforce The Company The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused. Paraplanner Benefits Salary circa £35,000 to £45,000 depending on experience Full time, permanent Paraplanner job Hybrid working with a minimum of three days office based Pension, life cover and health cash plan Funded professional qualifications and exam support 25 days holiday plus bank holidays Location Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion. 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 14, 2026
Full time
Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration. In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear. Key aspects of the Paraplanner job include: Writing suitability reports across pensions, investments and protection Direct Paraplanner support to advisers rather than pooled support Cash flow modelling and technical research Liaising with advisers to discuss progress of cases Managing your own workflow and case progression This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals. Paraplanner Requirements Essential - experience working as a Paraplanner within a financial planning firm Essential - experience producing suitability reports across pensions and investments Desirable - Diploma qualification or working towards Desirable - experience with cash flow modelling Desirable - CRM experience such as Salesforce The Company The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused. Paraplanner Benefits Salary circa £35,000 to £45,000 depending on experience Full time, permanent Paraplanner job Hybrid working with a minimum of three days office based Pension, life cover and health cash plan Funded professional qualifications and exam support 25 days holiday plus bank holidays Location Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion. 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
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
May 14, 2026
Full time
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.
CLIENT SUPPORT - PENSIONS & INVESTMENTS WILMSLOW UP TO 30,000 Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of; To provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants Ensure that new business is processed in a timely fashion Issuing client Letters of Authority to providers, collating information and the use of the Client Management system Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD Processing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management Valuing client portfolios - obtaining data from providers Checking policy documents Issuing policy documentation to client using professional letters Scanning documents and filing these electronically on the Client Management system Distribution of incoming post Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity. REF: NJR16687
May 14, 2026
Full time
CLIENT SUPPORT - PENSIONS & INVESTMENTS WILMSLOW UP TO 30,000 Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of; To provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants Ensure that new business is processed in a timely fashion Issuing client Letters of Authority to providers, collating information and the use of the Client Management system Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD Processing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management Valuing client portfolios - obtaining data from providers Checking policy documents Issuing policy documentation to client using professional letters Scanning documents and filing these electronically on the Client Management system Distribution of incoming post Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software. If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity. REF: NJR16687
Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.
May 14, 2026
Full time
Paraplanner / Trainee Paraplanner Location: Solihull Salary: Up to £55,000 DOE Working Pattern: 3 days office / 2 days WFH I m currently working with a well-established and growing wealth management firm that is looking to expand its technical support team with the addition of either an experienced Paraplanner or a Trainee Paraplanner looking to take the next step in their career. This is an excellent opportunity for someone who enjoys the technical side of financial planning and wants to join a supportive environment with strong long-term progression and development opportunities. The Role Supporting advisers across a range of financial planning cases Preparing suitability reports and client recommendations Conducting research across pensions, investments, and protection products Assisting with cashflow modelling and technical calculations Supporting client review processes and ongoing servicing work Liaising with providers and third parties where required Maintaining accurate client records and ensuring compliant file management Working closely with a collaborative technical support team What They re Looking For Experience within an IFA / wealth management environment Previous paraplanning, report writing, or technical administration experience Good understanding of pensions and investment products Strong organisational skills and attention to detail Comfortable managing workloads and deadlines effectively Level 4 Diploma qualified or currently working towards RO exams What s on Offer Salary up to £55,000 depending on experience Hybrid working arrangement (3 days office / 2 days WFH) Strong study support and progression opportunities Supportive and collaborative team environment Exposure to a wide variety of financial planning cases Long-term career development within a growing business If this could be of interest, please apply or get in touch for a confidential discussion.
A leading, privately owned multi-disciplinary consultancy is seeking a Senior Transport Planner to join its growing Oxfordshire-based team. This is a fantastic opportunity to work with an established and highly regarded business delivering engineering, design, and surveying services across a wide range of sectors within the construction industry. With a strong pipeline of work and continued expansion across multiple UK offices, the company offers a collaborative and forward-thinking environment, where employees are encouraged to develop both technically and commercially while contributing to business growth. The Opportunity You will join a dynamic team of Transport Planners and Engineers working on a diverse portfolio of projects. The role is well-suited to an experienced Transport Planner looking to step into a more senior position with increased responsibility, client exposure, and involvement in strategic decision-making. Key Responsibilities Preparing site appraisals, feasibility studies, and providing pre-application advice Producing Transport Assessments, Transport Statements, and Travel Plans Undertaking traffic modelling and junction capacity assessments Liaising with clients, multidisciplinary teams, and local authorities Attending and contributing to client and stakeholder meetings Supporting the ongoing development and reputation of the transport planning team About You Essential: Degree-qualified in a relevant discipline (e.g. Geography) Proven consultancy experience within Transport Planning Strong experience preparing complex Transport Assessments Experience supporting large-scale residential developments through the Local Plan process Excellent written and verbal communication skills Confident in client-facing situations Self-motivated with a proactive approach Desirable: Chartered status (or working towards) Experience with micro-simulation modelling (e.g. Paramics or VISSIM Experience in highway design and Road Safety Audits Ability to build and maintain strong client relationships What's on Offer Competitive salary and comprehensive benefits package Generous holiday allowance with options to buy, sell, or bank leave Flexible and hybrid working arrangements Enhanced family leave policies Ongoing professional development, training support, and paid memberships Pension scheme and additional financial benefits Health and wellbeing support, including eye care and flu vaccinations Cycle to Work scheme and interest-free travel loans Regular social events and a supportive, team-oriented culture Free on-site parking and office refreshments The Company This consultancy is known for its supportive working culture, strong staff retention, and commitment to employee wellbeing. With a collaborative environment and clear progression opportunities, it provides an excellent platform for ambitious professionals looking to advance their careers. The organisation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. 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.
May 14, 2026
Full time
A leading, privately owned multi-disciplinary consultancy is seeking a Senior Transport Planner to join its growing Oxfordshire-based team. This is a fantastic opportunity to work with an established and highly regarded business delivering engineering, design, and surveying services across a wide range of sectors within the construction industry. With a strong pipeline of work and continued expansion across multiple UK offices, the company offers a collaborative and forward-thinking environment, where employees are encouraged to develop both technically and commercially while contributing to business growth. The Opportunity You will join a dynamic team of Transport Planners and Engineers working on a diverse portfolio of projects. The role is well-suited to an experienced Transport Planner looking to step into a more senior position with increased responsibility, client exposure, and involvement in strategic decision-making. Key Responsibilities Preparing site appraisals, feasibility studies, and providing pre-application advice Producing Transport Assessments, Transport Statements, and Travel Plans Undertaking traffic modelling and junction capacity assessments Liaising with clients, multidisciplinary teams, and local authorities Attending and contributing to client and stakeholder meetings Supporting the ongoing development and reputation of the transport planning team About You Essential: Degree-qualified in a relevant discipline (e.g. Geography) Proven consultancy experience within Transport Planning Strong experience preparing complex Transport Assessments Experience supporting large-scale residential developments through the Local Plan process Excellent written and verbal communication skills Confident in client-facing situations Self-motivated with a proactive approach Desirable: Chartered status (or working towards) Experience with micro-simulation modelling (e.g. Paramics or VISSIM Experience in highway design and Road Safety Audits Ability to build and maintain strong client relationships What's on Offer Competitive salary and comprehensive benefits package Generous holiday allowance with options to buy, sell, or bank leave Flexible and hybrid working arrangements Enhanced family leave policies Ongoing professional development, training support, and paid memberships Pension scheme and additional financial benefits Health and wellbeing support, including eye care and flu vaccinations Cycle to Work scheme and interest-free travel loans Regular social events and a supportive, team-oriented culture Free on-site parking and office refreshments The Company This consultancy is known for its supportive working culture, strong staff retention, and commitment to employee wellbeing. With a collaborative environment and clear progression opportunities, it provides an excellent platform for ambitious professionals looking to advance their careers. The organisation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. 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.
Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
May 14, 2026
Full time
Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business. The CEO is creating a brand-new role for Technical Specialist/Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for providers and clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.
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!
May 14, 2026
Full time
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!
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.
May 14, 2026
Full time
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.
