Senior Chartered Town Planner Location: Shropshire Sector: Planning Consultancy / Property & Development Salary: Competitive + Benefits + Flexible Package Are you a seasoned Chartered Town Planner looking to take the next step in your career with a well-established, multi-disciplinary planning and property consultancy? We're recruiting on behalf of a highly respected UK planning and development practice with offices across Shropshire, Oswestry and Welshpool. The firm combines deep local knowledge with broad expertise across rural, residential, commercial and strategic development work. About the Role As a Senior Chartered Town Planner , you will play a pivotal role in leading complex planning projects from inception to delivery. You'll be instrumental in advising clients, shaping planning strategies, and ensuring high quality outcomes across both private and public sector assignments. This role offers the opportunity to influence growth, mentor junior planners, and become a recognised leader within a trusted regional consultancy. Key Responsibilities Lead and manage planning applications, appeals, and strategic planning advice. Provide expert input on major residential, rural, commercial and mixed-use schemes. Build and maintain strong client relationships and develop new business opportunities. Guide and mentor junior staff, helping to build capability and consistency across the team. Stay ahead of planning policy, regulations and best practice to deliver proactive advice. About You Full Chartered Membership of the Royal Town Planning Institute (MRTPI). Substantial experience in UK town planning consultancy delivery. Proven track record leading complex planning projects and client engagement. Excellent technical knowledge of planning law, policy frameworks, and development management. Strong communicator with the ability to influence at all levels. Why This Role? Join a well-established multidisciplinary practice that blends planning, surveying and property services, delivering holistic solutions for clients. Work on a varied and engaging portfolio of projects where your expertise will be valued. Supportive environment that encourages professional growth and autonomy. Exposure to both technical and strategic facets of planning across rural, urban and strategic development schemes. How to Apply If you're an ambitious Senior Planner eager to lead, develop and make an impact, please send your CV to Neil Ellerton of Penguin Recruitment or call (phone number removed)
May 18, 2026
Full time
Senior Chartered Town Planner Location: Shropshire Sector: Planning Consultancy / Property & Development Salary: Competitive + Benefits + Flexible Package Are you a seasoned Chartered Town Planner looking to take the next step in your career with a well-established, multi-disciplinary planning and property consultancy? We're recruiting on behalf of a highly respected UK planning and development practice with offices across Shropshire, Oswestry and Welshpool. The firm combines deep local knowledge with broad expertise across rural, residential, commercial and strategic development work. About the Role As a Senior Chartered Town Planner , you will play a pivotal role in leading complex planning projects from inception to delivery. You'll be instrumental in advising clients, shaping planning strategies, and ensuring high quality outcomes across both private and public sector assignments. This role offers the opportunity to influence growth, mentor junior planners, and become a recognised leader within a trusted regional consultancy. Key Responsibilities Lead and manage planning applications, appeals, and strategic planning advice. Provide expert input on major residential, rural, commercial and mixed-use schemes. Build and maintain strong client relationships and develop new business opportunities. Guide and mentor junior staff, helping to build capability and consistency across the team. Stay ahead of planning policy, regulations and best practice to deliver proactive advice. About You Full Chartered Membership of the Royal Town Planning Institute (MRTPI). Substantial experience in UK town planning consultancy delivery. Proven track record leading complex planning projects and client engagement. Excellent technical knowledge of planning law, policy frameworks, and development management. Strong communicator with the ability to influence at all levels. Why This Role? Join a well-established multidisciplinary practice that blends planning, surveying and property services, delivering holistic solutions for clients. Work on a varied and engaging portfolio of projects where your expertise will be valued. Supportive environment that encourages professional growth and autonomy. Exposure to both technical and strategic facets of planning across rural, urban and strategic development schemes. How to Apply If you're an ambitious Senior Planner eager to lead, develop and make an impact, please send your CV to Neil Ellerton of Penguin Recruitment or call (phone number removed)
Senior Town Planner - Planning Consultancy (Cardiff / Hybrid) Location: Cardiff (Hybrid working available) Sector: Town Planning & Development Consultancy Type: Permanent Full-time An established and highly regarded planning consultancy is looking to appoint a Senior Town Planner to join its growing Cardiff office . This role offers the opportunity to work on a wide range of high-profile projects across Wales and the wider UK, within a supportive, commercially focused consultancy environment. The Role As a Senior Town Planner, you will play a key role in the delivery of planning advice and services across a varied project portfolio. You will take responsibility for managing projects, advising clients, and supporting junior members of the team. Key responsibilities include: Leading and managing planning applications, appeals and strategic planning projects Providing clear, commercially focused planning advice to private and public sector clients Preparing high-quality reports, statements and planning submissions Engaging with local authorities, stakeholders and consultees Supporting and mentoring junior planners within the team Contributing to business development and client relationship management Candidate Profile This opportunity would suit an experienced planner who enjoys responsibility, client interaction and delivering high-quality outcomes. You will ideally have: MRTPI (or working towards with significant experience) Strong experience in UK planning consultancy or a similar professional environment Proven background in development management and/or strategic planning Excellent written, verbal and presentation skills A proactive, organised and commercially aware approach Experience working on residential, mixed-use or strategic land projects would be advantageous. What's on Offer Competitive salary (dependent on experience) Hybrid and flexible working arrangements Generous annual leave entitlement Private healthcare and wellbeing support Pension scheme and additional benefits Clear progression opportunities within a well-structured consultancy Supportive team culture with strong emphasis on CPD and career development Interested? This is an excellent opportunity for a Senior Town Planner seeking career progression within a respected consultancy with a strong regional presence. For more information or a confidential discussion, please apply or contact Neil Ellerton of Penguin Recruitment on (phone number removed) or (url removed)
May 18, 2026
Full time
Senior Town Planner - Planning Consultancy (Cardiff / Hybrid) Location: Cardiff (Hybrid working available) Sector: Town Planning & Development Consultancy Type: Permanent Full-time An established and highly regarded planning consultancy is looking to appoint a Senior Town Planner to join its growing Cardiff office . This role offers the opportunity to work on a wide range of high-profile projects across Wales and the wider UK, within a supportive, commercially focused consultancy environment. The Role As a Senior Town Planner, you will play a key role in the delivery of planning advice and services across a varied project portfolio. You will take responsibility for managing projects, advising clients, and supporting junior members of the team. Key responsibilities include: Leading and managing planning applications, appeals and strategic planning projects Providing clear, commercially focused planning advice to private and public sector clients Preparing high-quality reports, statements and planning submissions Engaging with local authorities, stakeholders and consultees Supporting and mentoring junior planners within the team Contributing to business development and client relationship management Candidate Profile This opportunity would suit an experienced planner who enjoys responsibility, client interaction and delivering high-quality outcomes. You will ideally have: MRTPI (or working towards with significant experience) Strong experience in UK planning consultancy or a similar professional environment Proven background in development management and/or strategic planning Excellent written, verbal and presentation skills A proactive, organised and commercially aware approach Experience working on residential, mixed-use or strategic land projects would be advantageous. What's on Offer Competitive salary (dependent on experience) Hybrid and flexible working arrangements Generous annual leave entitlement Private healthcare and wellbeing support Pension scheme and additional benefits Clear progression opportunities within a well-structured consultancy Supportive team culture with strong emphasis on CPD and career development Interested? This is an excellent opportunity for a Senior Town Planner seeking career progression within a respected consultancy with a strong regional presence. For more information or a confidential discussion, please apply or contact Neil Ellerton of Penguin Recruitment on (phone number removed) or (url removed)
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 17, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Senior Town Planner - London London Hybrid Working Competitive Salary + Benefits A leading global real estate advisory firm is looking to appoint a Senior Town Planner to join its growing Planning team in London . This is an excellent opportunity for an ambitious planner to work on a diverse range of high-profile projects across the UK while progressing their career within a collaborative and commercially focused environment. The Opportunity You will join an established planning team that works closely with colleagues across development, investment, and consultancy services. The role offers exposure to a wide variety of projects including major mixed-use developments, residential-led schemes, urban regeneration projects, and strategic land promotions . You will play an active role in managing planning applications, advising clients, and helping to deliver commercially driven planning strategies. Key Responsibilities Manage and support the delivery of planning applications and appeals Provide strategic planning advice to a diverse client base Prepare planning appraisals, reports, and supporting documents Engage with local authorities, stakeholders, and consultants Support business development initiatives and help grow client relationships Mentor and support junior members of the team where appropriate About You MRTPI qualified (or working towards) Degree or postgraduate qualification in Town Planning or related discipline Experience within a consultancy, developer, or planning environment Strong knowledge of the UK planning system Excellent written and verbal communication skills Commercial awareness and ability to manage client relationships Why Apply? Work with a respected global real estate consultancy Exposure to complex and high-profile development projects Clear career progression within a growing planning team Supportive, collaborative team culture Competitive salary and benefits package Interested? For a confidential discussion about this opportunity, please get in touch or apply with your CV to learn more.
May 17, 2026
Full time
Senior Town Planner - London London Hybrid Working Competitive Salary + Benefits A leading global real estate advisory firm is looking to appoint a Senior Town Planner to join its growing Planning team in London . This is an excellent opportunity for an ambitious planner to work on a diverse range of high-profile projects across the UK while progressing their career within a collaborative and commercially focused environment. The Opportunity You will join an established planning team that works closely with colleagues across development, investment, and consultancy services. The role offers exposure to a wide variety of projects including major mixed-use developments, residential-led schemes, urban regeneration projects, and strategic land promotions . You will play an active role in managing planning applications, advising clients, and helping to deliver commercially driven planning strategies. Key Responsibilities Manage and support the delivery of planning applications and appeals Provide strategic planning advice to a diverse client base Prepare planning appraisals, reports, and supporting documents Engage with local authorities, stakeholders, and consultants Support business development initiatives and help grow client relationships Mentor and support junior members of the team where appropriate About You MRTPI qualified (or working towards) Degree or postgraduate qualification in Town Planning or related discipline Experience within a consultancy, developer, or planning environment Strong knowledge of the UK planning system Excellent written and verbal communication skills Commercial awareness and ability to manage client relationships Why Apply? Work with a respected global real estate consultancy Exposure to complex and high-profile development projects Clear career progression within a growing planning team Supportive, collaborative team culture Competitive salary and benefits package Interested? For a confidential discussion about this opportunity, please get in touch or apply with your CV to learn more.
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 17, 2026
Full time
This Financial Planner job offers an opportunity to join a growing, planning led advisory firm across Taunton, Tiverton or Yeovil, where financial planning genuinely comes first. This Financial Planner job is live due to business demand. You will step into an established client bank and operate within a business that prioritises proper financial planning over product sales, enabling you to deliver meaningful, long term outcomes for clients. As a Financial Planner, you will focus on full financial planning, deep client conversations and cashflow modelling, using technology and strong back office support to remove unnecessary admin. Investment advice and recommendations naturally follow the financial plan, rather than leading it. The Financial Planner role centres on providing high quality ongoing reviews, understanding what matters most to clients, and supporting them to make informed decisions about their future. You will grow your client bank organically through referrals, driven by trust, service and strong relationships, with additional clients provided where appropriate through business growth and acquisitions. This Financial Planner job will appeal to advisers who enjoy planning led advice, value structure and infrastructure, and want the capacity to look after a larger client base without compromising service. Advisers are supported by Technical Paraplanners, specialist Administrators and advanced AI driven systems, allowing you to spend your time with clients rather than behind a screen. This is an ideal Financial Planner job for a competent, values led adviser who is commercially aware and stable, with scope to grow earnings and responsibility over time. Strong performers are rewarded, but this is not a role reserved only for elite advisers. Financial Planner Requirements Essential: Level 4 Diploma in Financial Planning or equivalent Essential: Experience delivering full financial planning and ongoing reviews Essential: Use of cashflow modelling within advice Desirable: Chartered or working towards Desirable: Experience growing a client bank through referrals The Company A large national IFA focused on long term financial planning, modern infrastructure and a strong commitment to adviser support and development. Financial Planner Benefits Salary circa £70,000 to £90,000 depending on experience OTE £100,000+ Monthly bonus on all new business written Additional tiered annual incentive Salary increases linked to recurring income growth Comprehensive back office and technology support Private medical insurance, life assurance, income protection, medicash 28 days holiday plus bank holidays Mileage reimbursement Location Taunton, Tiverton or Yeovil, with flexibility across the region. Apply now to be considered for this Financial Planner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
May 17, 2026
Full time
Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time Permanent Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm Are you looking to take the next step into paraplanning or build on your early experience within financial services? We're working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice. What You'll Be Doing In this role, you'll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice. Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases , including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progression What We're Looking For We're keen to hear from individuals who are: Already working in financial services (e.g. admin, junior paraplanner, or similar) Building knowledge across pensions, investments, and protection Highly organised with strong attention to detail Confident analysing and interpreting client information A strong communicator who thrives in a team environment A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available). Why Join? A clear pathway into full paraplanning Exposure to both simple and complex advice cases A supportive team environment focused on development Hybrid working - flexibility built into your week Opportunity to grow technical expertise and progress your career Ready to Take the Next Step? If you're motivated, detail-driven, and ready to develop your career in paraplanning, we'd love to hear from you. Apply now or get in touch for a confidential discussion.
Customer Service Manager - Social Housing Repairs & Maintenance Based near Surbiton Full-Time, permanent Salary: 40,000 - 48,000 DOE We are currently working in partnership with a leading contractor within the Social Housing sector to recruit an experienced and customer-focused Customer Service Manager to join their growing team located near Surbiton. This is an excellent opportunity for an experienced service delivery professional to lead a busy Customer Service function within a fast-paced repairs and maintenance environment. The successful candidate will play a key role in driving customer satisfaction, operational efficiency, and service excellence across responsive repairs and maintenance services. As the Customer Service Manager, you will oversee the day-to-day management of the Customer Service Centre, ensuring residents receive a high-quality and responsive service across multiple communication channels. You will also support planning and scheduling functions to ensure repairs and maintenance services are effectively coordinated and delivered in line with service standards and KPIs. This role would suit somebody with strong leadership experience within Social Housing, Facilities Management, or a similar service-led environment. Key Responsibilities: Lead, motivate, and develop the Customer Service Team to deliver exceptional customer service Oversee customer contact operations, ensuring enquiries, service requests, and complaints are resolved efficiently Support repairs scheduling, workforce planning, and logistical coordination across responsive maintenance services Monitor operational performance, customer satisfaction, and service delivery metrics Act as an escalation point for complex customer issues and complaint resolution Work collaboratively with operational teams, planners, contractors, and stakeholders to ensure seamless service delivery Drive continuous improvement initiatives, implementing new processes and systems where required Produce regular operational and performance reports for senior management Key Criteria: Previous experience managing a customer service or contact centre function within Social Housing, Repairs & Maintenance, or Facilities Management Experience overseeing planning, scheduling, or resource coordination for a mobile workforce Strong understanding of repairs and maintenance service delivery Proven leadership and people management experience Experience using CRM systems, scheduling platforms, and repairs management software Excellent communication, organisational, and problem-solving skills Ability to analyse performance data and implement service improvements Strong stakeholder management and relationship-building skills What's on Offer: Excellent career progression and development opportunities Competitive salary and benefits package 25 days holiday plus bank holidays Enhanced company benefits and wellbeing support Opportunity to join a growing and forward-thinking organisation within the Social Housing sector This is an excellent opportunity for somebody looking to further their career with a highly reputable and expanding contractor delivering essential services within Social Housing.
May 17, 2026
Full time
Customer Service Manager - Social Housing Repairs & Maintenance Based near Surbiton Full-Time, permanent Salary: 40,000 - 48,000 DOE We are currently working in partnership with a leading contractor within the Social Housing sector to recruit an experienced and customer-focused Customer Service Manager to join their growing team located near Surbiton. This is an excellent opportunity for an experienced service delivery professional to lead a busy Customer Service function within a fast-paced repairs and maintenance environment. The successful candidate will play a key role in driving customer satisfaction, operational efficiency, and service excellence across responsive repairs and maintenance services. As the Customer Service Manager, you will oversee the day-to-day management of the Customer Service Centre, ensuring residents receive a high-quality and responsive service across multiple communication channels. You will also support planning and scheduling functions to ensure repairs and maintenance services are effectively coordinated and delivered in line with service standards and KPIs. This role would suit somebody with strong leadership experience within Social Housing, Facilities Management, or a similar service-led environment. Key Responsibilities: Lead, motivate, and develop the Customer Service Team to deliver exceptional customer service Oversee customer contact operations, ensuring enquiries, service requests, and complaints are resolved efficiently Support repairs scheduling, workforce planning, and logistical coordination across responsive maintenance services Monitor operational performance, customer satisfaction, and service delivery metrics Act as an escalation point for complex customer issues and complaint resolution Work collaboratively with operational teams, planners, contractors, and stakeholders to ensure seamless service delivery Drive continuous improvement initiatives, implementing new processes and systems where required Produce regular operational and performance reports for senior management Key Criteria: Previous experience managing a customer service or contact centre function within Social Housing, Repairs & Maintenance, or Facilities Management Experience overseeing planning, scheduling, or resource coordination for a mobile workforce Strong understanding of repairs and maintenance service delivery Proven leadership and people management experience Experience using CRM systems, scheduling platforms, and repairs management software Excellent communication, organisational, and problem-solving skills Ability to analyse performance data and implement service improvements Strong stakeholder management and relationship-building skills What's on Offer: Excellent career progression and development opportunities Competitive salary and benefits package 25 days holiday plus bank holidays Enhanced company benefits and wellbeing support Opportunity to join a growing and forward-thinking organisation within the Social Housing sector This is an excellent opportunity for somebody looking to further their career with a highly reputable and expanding contractor delivering essential services within Social Housing.
IFA Administrator - Meriden, West Midlands Office Based £26,000-£32,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
May 17, 2026
Full time
IFA Administrator - Meriden, West Midlands Office Based £26,000-£32,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
Title: Senior Planning Engineer Location: Cardiff (Hybrid) Salary: £70-90,000 + package A dynamic and growing project consultancy based in Cardiff is looking to appoint an experienced Senior Planner to join their expanding team. This is an excellent opportunity to work closely with key clients, providing expert planning support across a diverse portfolio of projects. The successful candidate will be involved in the planning and delivery of a wide range of complex schemes across multiple sectors including new build construction, renewables, infrastructure and other major projects. Working in a client-facing capacity, you will provide strategic planning expertise, develop and manage project programmes, and support project teams to ensure successful delivery from early planning stages through to completion.If you are an experienced Senior Planner looking to take the next step in your career within a forward-thinking consultancy environment, we would be keen to hear from you. Key Responsibilities Develop, manage and maintain detailed project programmes Provide planning support and strategic advice to clients and project teams Monitor project progress and produce programme updates and reports Identify programme risks, opportunities and mitigation strategies Work collaboratively with multidisciplinary project teams across a range of sectors Attend client and project meetings, providing clear planning insight and guidance Support the successful delivery of complex projects from concept through to completion Requirements Extensive UK construction industry experience Background gained within a main contracting environment Proven experience working as a Planner or Senior Planner on complex construction or infrastructure projects Strong understanding of construction methodologies and project delivery Excellent communication and stakeholder management skills Ability to work in a client-facing consultancy environment The Opportunity Join a dynamic and growing consultancy business Work with key clients on high-profile projects across multiple sectors Exposure to major schemes including construction, renewables and infrastructure Excellent opportunity for career progression and professional development Offer £70-90,000 basis salary Pension, Healthcare, Life Assurance, Private Medical 27 days annual leave plus banks holidays Clear long-term career progression within the business If you are looking for a new career challenge in planning and you would like to be considered for the above opportunity then please apply by sending your CV or call Matt Lilburn on for further information quoting reference 73155. Services advertised by Gold Group are those of an Agency and/or an Employment Business.We will contact you within the next 14 days if you are selected for interview. For a copy of our privacy policy please visit our website.
May 17, 2026
Full time
Title: Senior Planning Engineer Location: Cardiff (Hybrid) Salary: £70-90,000 + package A dynamic and growing project consultancy based in Cardiff is looking to appoint an experienced Senior Planner to join their expanding team. This is an excellent opportunity to work closely with key clients, providing expert planning support across a diverse portfolio of projects. The successful candidate will be involved in the planning and delivery of a wide range of complex schemes across multiple sectors including new build construction, renewables, infrastructure and other major projects. Working in a client-facing capacity, you will provide strategic planning expertise, develop and manage project programmes, and support project teams to ensure successful delivery from early planning stages through to completion.If you are an experienced Senior Planner looking to take the next step in your career within a forward-thinking consultancy environment, we would be keen to hear from you. Key Responsibilities Develop, manage and maintain detailed project programmes Provide planning support and strategic advice to clients and project teams Monitor project progress and produce programme updates and reports Identify programme risks, opportunities and mitigation strategies Work collaboratively with multidisciplinary project teams across a range of sectors Attend client and project meetings, providing clear planning insight and guidance Support the successful delivery of complex projects from concept through to completion Requirements Extensive UK construction industry experience Background gained within a main contracting environment Proven experience working as a Planner or Senior Planner on complex construction or infrastructure projects Strong understanding of construction methodologies and project delivery Excellent communication and stakeholder management skills Ability to work in a client-facing consultancy environment The Opportunity Join a dynamic and growing consultancy business Work with key clients on high-profile projects across multiple sectors Exposure to major schemes including construction, renewables and infrastructure Excellent opportunity for career progression and professional development Offer £70-90,000 basis salary Pension, Healthcare, Life Assurance, Private Medical 27 days annual leave plus banks holidays Clear long-term career progression within the business If you are looking for a new career challenge in planning and you would like to be considered for the above opportunity then please apply by sending your CV or call Matt Lilburn on for further information quoting reference 73155. Services advertised by Gold Group are those of an Agency and/or an Employment Business.We will contact you within the next 14 days if you are selected for interview. For a copy of our privacy policy please visit our website.
Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package
May 17, 2026
Full time
Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package
Client Relationship Manager - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
May 17, 2026
Full time
Client Relationship Manager - Financial Planning Hybrid / 3-days per week in office North London Full-time Permanent Competitive (dependent on experience). Comprehensive benefits (see foot of advert) Exam Support An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service. The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers. Client Relationship Manager - Key Responsibilities Set up new leads and prospects and maintain accurate records in our back-office system. Manage and update tasks for new leads. Attach Adviser correspondence and relevant documentation to client records. Prepare and issue compliance packs for client meetings. Chase outstanding documentation and upload completed paperwork to our back-office system. Send and manage risk profile questionnaires and record responses. Set up clients on the client portal and manage related documentation. Issue, chase and record fee agreements. Ensure first review meetings are scheduled for clients with ongoing service agreements. Upload and maintain AML documentation in our back-office system. Act as a key point of contact for clients, ensuring prompt responses and clear communication. Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation. Review upcoming Adviser diary and ensure meeting documentation is prepared and issued. Liaise with internal departments and external providers regarding client cases. Generate, issue and maintain client Fact Finds. Support review meeting preparation and liaise with Paraplanners where required. Prepare cases for suitability reports ensuring all documentation is complete. Pre-populate application paperwork for new business where appropriate. Monitor client platform cash levels to ensure sufficient funds for charges and income needs. Review, edit and upload meeting notes and issue approved notes to clients. Client Relationship Manager - Expectations & Objectives Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings. Take and distribute meeting notes, confirming agreed actions to relevant team members. Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues. Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings. Maintain an understanding of team targets, helping to prioritise work to support their achievement. Maintain oversight of high-value new business cases to ensure smooth progression. Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process. Support the Adviser and/or Paraplanner in producing high-level discussion documents. Client Relationship Manager - Learning & Development Continue personal development through regular training aligned with your agreed development plan. Maintain knowledge of internal processes, compliance requirements, and systems. Proactively develop your understanding of financial planning processes and Adviser Support functions. Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required. Client Relationship Manager - About You Previous experience in financial services administration, adviser support, or client relationship management. Strong organisational skills and excellent attention to detail. Experience using CRM systems (preferred). Excellent communication and client service skills. Ability to manage multiple priorities and deadlines. A proactive and collaborative approach to supporting Advisers and clients. What's on Offer Competitive salary package. Hybrid working pattern (3 days office-based). Supportive and collaborative team environment. Ongoing training and professional development opportunities. The opportunity to play a key role in delivering outstanding client service within a growing team. 4% matched pension contributions. Income Protection Cover (terms apply). Death-in-Service Cover (terms apply). Health Shield Cash Plan. Employee Assistance Programmes. Cycle to Work Scheme. Employee Discounts. Company Activities. Breakfast/Fruit supplies. Discounted Health Tests. Optional Influenza vaccination. Employee referral programme.
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
May 17, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
Premier Jobs UK Limited
High Wycombe, Buckinghamshire
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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 17, 2026
Full time
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe 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
Financial Advisor Client Book Location - North-West (Cheshire) Base negotiable circa £85,000 plus bonus, on target £120,000 - £140,000 Hybrid / Remote Comprehensive benefits An established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Advisor to join its highly successful and friendly team. Financial Advisor - Job purpose The firm currently has the capacity to recruit an experienced Senior Financial Advisor to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous. As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan. You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit them. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness. Financial Advisor - Key responsibilities and accountabilities Prospecting and contacting potential clients in accordance with the firm's business plan Making sure relevant CPD is maintained and recorded accurately, keeping up to date with relevant regulatory, product, legislative and technical requirements. Maintaining all standards of performance as required by the firm Making sure a current statement of professional standing (SPS) is always held Obtaining and maintaining the level of competence as required by the firm at the same time complying with the Financial Services and Markets Act 2000, the FCA conduct rules Making sure all clients are contacted in a professional and courteous way in accordance with the agreed level of services offered Making sure sufficient client information is obtained and recorded before any recommendation is made Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.
May 17, 2026
Full time
Financial Advisor Client Book Location - North-West (Cheshire) Base negotiable circa £85,000 plus bonus, on target £120,000 - £140,000 Hybrid / Remote Comprehensive benefits An established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Advisor to join its highly successful and friendly team. Financial Advisor - Job purpose The firm currently has the capacity to recruit an experienced Senior Financial Advisor to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous. As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan. You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit them. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness. Financial Advisor - Key responsibilities and accountabilities Prospecting and contacting potential clients in accordance with the firm's business plan Making sure relevant CPD is maintained and recorded accurately, keeping up to date with relevant regulatory, product, legislative and technical requirements. Maintaining all standards of performance as required by the firm Making sure a current statement of professional standing (SPS) is always held Obtaining and maintaining the level of competence as required by the firm at the same time complying with the Financial Services and Markets Act 2000, the FCA conduct rules Making sure all clients are contacted in a professional and courteous way in accordance with the agreed level of services offered Making sure sufficient client information is obtained and recorded before any recommendation is made Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.
CCIS ABOUT US CCIS (CMA CGM Inland Services) is a subsidiary of the CMA CGM Group, dedicated to the development of land transport solutions. It offers complete and integrated logistics solutions with high added value, adapted to the specific needs of its customers throughout their supply chain: storage, picking, kitting, processing of packaged goods, post-manufacturing and loading and unloading. YOUR ROLE To provide critical support to all Transport operations, ensuring transport operations and services are delivered in the most cost effective way, tipping and reloading where possible. Planning traffic with our own fleet to ensure smooth services at all times Ensure all jobs are costed and that internal systems are regulary and accurately updated and maintained WHAT YOU WILL BE DOING MAIN RESPONSIBILITIES Ensure all jobs covered as cost effectively as possible Planning contract vehicles and updating rating sheets for work done Advise and resolve any issues required to tip or load work working with other teams and offices Check all imports have left quay and exports booked and container numbers updated Advise rates as required for multidrop and resolve rate issues Maintain out of hours contact Ensure all additional costs are reported to relevant department Assist on other ports as and when required to cover holidays and sickness Liaise with customer services regarding missing references/late runners/demurrage Source empties for Exports and return depots for Imports Send paperwork to haulier if required Deal with TOPS and personal emails. How do we measure success? All work rated on day of dispatch All additional costs captured within 24 hours Resolve all invoice/rate queries in a timely manner Allocation of work to hauliers by agreed deadlines WHAT DO WE NEED FROM YOU? KNOWLEDGE, SKILLS AND EXPERIENCE: Experience within the Transport industry preferred High levels of resilience, with the ability to work effectively in a fast-paced environment Able to work as part of team and on own initiative Excellent communication skills, with the ability to build effective working relationships with all stakeholders, both internally and externally Excellent attention to detail Flexibility to work out of hours as required Practical and Technical Knowledge Proficient use of MS Office applications including Outlook and Excel Good understanding of port systems and road haulage Good geographical knowledge of the UK Experience with TOPS and Destin8 desirable (internal systems) WHAT DO WE OFFER? Not only do we offer a competitive salary, we also offer a generous benefits package including: 25 days annual leave (plus public holidays) increasing with length of service plus additional day over Christmas period and the opportunity to buy/sell annual leave Discretionary annual bonus Enhanced pension scheme up to 15% total contribution Life assurance x4 Commitment to promoting awareness and understanding of Mental Health through our Mental Health and Wellbeing Charter Private healthcare (BUPA) + Healthcare Cash plan, including an Employee Assistance Programme Local and global development opportunities across 160 countries within the CMA CGM Group, including opportunities at our iconic Head Office tower in Marseille Cycle to work scheme/ Season ticket loans Enhanced policies including Maternity & Paternity Employee recognition awards Considerable scope for personal and professional growth through the CMA CGM Academy CMA CGM Group is proud to define itself as a family business built on strong human values. Excellence Exemplarity Imagination Boldness CMA CGM respects, supports and values diversity in all forms. We seek to avoid discrimination and are committed to equal opportunities for all our employees. Our long-held inclusive policy improves performance, creates growth opportunities for all, aligns with our customer's values and enhances employee engagement.
May 17, 2026
Full time
CCIS ABOUT US CCIS (CMA CGM Inland Services) is a subsidiary of the CMA CGM Group, dedicated to the development of land transport solutions. It offers complete and integrated logistics solutions with high added value, adapted to the specific needs of its customers throughout their supply chain: storage, picking, kitting, processing of packaged goods, post-manufacturing and loading and unloading. YOUR ROLE To provide critical support to all Transport operations, ensuring transport operations and services are delivered in the most cost effective way, tipping and reloading where possible. Planning traffic with our own fleet to ensure smooth services at all times Ensure all jobs are costed and that internal systems are regulary and accurately updated and maintained WHAT YOU WILL BE DOING MAIN RESPONSIBILITIES Ensure all jobs covered as cost effectively as possible Planning contract vehicles and updating rating sheets for work done Advise and resolve any issues required to tip or load work working with other teams and offices Check all imports have left quay and exports booked and container numbers updated Advise rates as required for multidrop and resolve rate issues Maintain out of hours contact Ensure all additional costs are reported to relevant department Assist on other ports as and when required to cover holidays and sickness Liaise with customer services regarding missing references/late runners/demurrage Source empties for Exports and return depots for Imports Send paperwork to haulier if required Deal with TOPS and personal emails. How do we measure success? All work rated on day of dispatch All additional costs captured within 24 hours Resolve all invoice/rate queries in a timely manner Allocation of work to hauliers by agreed deadlines WHAT DO WE NEED FROM YOU? KNOWLEDGE, SKILLS AND EXPERIENCE: Experience within the Transport industry preferred High levels of resilience, with the ability to work effectively in a fast-paced environment Able to work as part of team and on own initiative Excellent communication skills, with the ability to build effective working relationships with all stakeholders, both internally and externally Excellent attention to detail Flexibility to work out of hours as required Practical and Technical Knowledge Proficient use of MS Office applications including Outlook and Excel Good understanding of port systems and road haulage Good geographical knowledge of the UK Experience with TOPS and Destin8 desirable (internal systems) WHAT DO WE OFFER? Not only do we offer a competitive salary, we also offer a generous benefits package including: 25 days annual leave (plus public holidays) increasing with length of service plus additional day over Christmas period and the opportunity to buy/sell annual leave Discretionary annual bonus Enhanced pension scheme up to 15% total contribution Life assurance x4 Commitment to promoting awareness and understanding of Mental Health through our Mental Health and Wellbeing Charter Private healthcare (BUPA) + Healthcare Cash plan, including an Employee Assistance Programme Local and global development opportunities across 160 countries within the CMA CGM Group, including opportunities at our iconic Head Office tower in Marseille Cycle to work scheme/ Season ticket loans Enhanced policies including Maternity & Paternity Employee recognition awards Considerable scope for personal and professional growth through the CMA CGM Academy CMA CGM Group is proud to define itself as a family business built on strong human values. Excellence Exemplarity Imagination Boldness CMA CGM respects, supports and values diversity in all forms. We seek to avoid discrimination and are committed to equal opportunities for all our employees. Our long-held inclusive policy improves performance, creates growth opportunities for all, aligns with our customer's values and enhances employee engagement.
Supply Chain Planner / Demand Planner 27,100 - 32,000 Monday-Friday Early Finish Fridays Permanent Position Location - Hull We are currently recruiting on behalf of a rapidly growing manufacturing business for a Supply Chain Planner / Demand Planner to join their team. This is a fantastic opportunity for someone with planning, forecasting, or supply chain experience within manufacturing who is looking to join a modern and fast-paced environment with genuine long-term progression opportunities. The Role Working closely with production, sales, suppliers, and stock control teams, you will play a key role in ensuring smooth manufacturing operations through accurate forecasting and effective planning. Key responsibilities include: Forecasting volume increases and decreases and communicating updates to suppliers Supporting stock control and goods-in teams to maintain appropriate inventory levels Converting sales forecasts into achievable production plans Supporting monthly supply reviews with production teams Attending and contributing to weekly planning meetings Monitoring supplier performance and service levels Managing supplier meetings and action plans to improve performance Analysing wastage trends and identifying cost-saving opportunities Managing non-moving or discontinued stock effectively Supporting forecasting for new product launches and seasonal demand peaks Working alongside manufacturing and sales teams on quarterly forecasting activities The Candidate To be considered for this role, you should have: Previous experience within a manufacturing environment Strong organisational and planning skills Excellent communication skills both written and verbal Strong analytical and numerical ability Good attention to detail and problem-solving skills Ability to manage multiple priorities and deadlines effectively Strong IT skills including Excel, Outlook, and Microsoft Office Salary & Benefits 27,100 - 32,000 salary Company bonus and incentive schemes 24 days holiday + bank holidays Early finish every Friday (3:30pm) On-site gym Employee discounts Regular team socials and events Ongoing training and development Genuine progression opportunities within a growing business International travel opportunities On-site parking This is an excellent opportunity to join a business that is continuing to grow and invest heavily in both its people and operations. Please apply today for immediate consideration. James Reep (phone number removed)
May 17, 2026
Full time
Supply Chain Planner / Demand Planner 27,100 - 32,000 Monday-Friday Early Finish Fridays Permanent Position Location - Hull We are currently recruiting on behalf of a rapidly growing manufacturing business for a Supply Chain Planner / Demand Planner to join their team. This is a fantastic opportunity for someone with planning, forecasting, or supply chain experience within manufacturing who is looking to join a modern and fast-paced environment with genuine long-term progression opportunities. The Role Working closely with production, sales, suppliers, and stock control teams, you will play a key role in ensuring smooth manufacturing operations through accurate forecasting and effective planning. Key responsibilities include: Forecasting volume increases and decreases and communicating updates to suppliers Supporting stock control and goods-in teams to maintain appropriate inventory levels Converting sales forecasts into achievable production plans Supporting monthly supply reviews with production teams Attending and contributing to weekly planning meetings Monitoring supplier performance and service levels Managing supplier meetings and action plans to improve performance Analysing wastage trends and identifying cost-saving opportunities Managing non-moving or discontinued stock effectively Supporting forecasting for new product launches and seasonal demand peaks Working alongside manufacturing and sales teams on quarterly forecasting activities The Candidate To be considered for this role, you should have: Previous experience within a manufacturing environment Strong organisational and planning skills Excellent communication skills both written and verbal Strong analytical and numerical ability Good attention to detail and problem-solving skills Ability to manage multiple priorities and deadlines effectively Strong IT skills including Excel, Outlook, and Microsoft Office Salary & Benefits 27,100 - 32,000 salary Company bonus and incentive schemes 24 days holiday + bank holidays Early finish every Friday (3:30pm) On-site gym Employee discounts Regular team socials and events Ongoing training and development Genuine progression opportunities within a growing business International travel opportunities On-site parking This is an excellent opportunity to join a business that is continuing to grow and invest heavily in both its people and operations. Please apply today for immediate consideration. James Reep (phone number removed)
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to or feel free to call me on .If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
May 17, 2026
Full time
Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to or feel free to call me on .If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
Job Description Camberley / Hybrid (after probation) Full-timeDynamo is looking for a driven Paraplanner to join our growing Mortgage Services team, working alongside one of the countries top selling, award-winning broker on complex, high-value mortgage cases.This is an active case-handling role, managing mortgage applications from submission to completion, ensuring accuracy and speed while working with high net worth clients being sure to deliver exceptional customer service at every stage. What you'll be doing: Working within a dedicated team to manage mortgage cases end-to-end alongside your dedicated broker Submit applications and review supporting documents against lender criteria Liaise with clients, lenders, solicitors, and underwriters Keep CRM records and compliance documentation fully up to date Support complex cases, including bridging and development finance Deliver exceptional service while meeting team targets What we're looking for: Strong mortgage case handling experience (complex cases a plus) Minimum of 3 years industry experience Someone looking to take the next step in their mortgage career who is a fast learner. Highly organised with excellent attention to detail Confident communicator (written and verbal) Thrives in a fast-paced, deadline-driven environment Professional, proactive, and team-oriented Why Dynamo? Work alongside an award-winning broker Join a supportive, high-performing team Successful and driven colleagues enjoy social events Training and career development opportunities Aviva Digicare+, including annual health check up/blood test, 24/7 access to remote NHS GP and nutritional and mental health services. Perks at Work - Discounts on products and services inc electrical & Travel. Discounts on estate agency, mortgage, conveyancing and surveying services. Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme. Company Pension and Day 1 Life assurance for all colleagues. CeMAP (or equivalent) is desirable but not essential, training will be provided for the right candidate. If you're coming from a bank, building society, broker or insurance background and feel ready to take your mortgage career to the next level, Dynamo is here to support your journey.MS03378
May 17, 2026
Full time
Job Description Camberley / Hybrid (after probation) Full-timeDynamo is looking for a driven Paraplanner to join our growing Mortgage Services team, working alongside one of the countries top selling, award-winning broker on complex, high-value mortgage cases.This is an active case-handling role, managing mortgage applications from submission to completion, ensuring accuracy and speed while working with high net worth clients being sure to deliver exceptional customer service at every stage. What you'll be doing: Working within a dedicated team to manage mortgage cases end-to-end alongside your dedicated broker Submit applications and review supporting documents against lender criteria Liaise with clients, lenders, solicitors, and underwriters Keep CRM records and compliance documentation fully up to date Support complex cases, including bridging and development finance Deliver exceptional service while meeting team targets What we're looking for: Strong mortgage case handling experience (complex cases a plus) Minimum of 3 years industry experience Someone looking to take the next step in their mortgage career who is a fast learner. Highly organised with excellent attention to detail Confident communicator (written and verbal) Thrives in a fast-paced, deadline-driven environment Professional, proactive, and team-oriented Why Dynamo? Work alongside an award-winning broker Join a supportive, high-performing team Successful and driven colleagues enjoy social events Training and career development opportunities Aviva Digicare+, including annual health check up/blood test, 24/7 access to remote NHS GP and nutritional and mental health services. Perks at Work - Discounts on products and services inc electrical & Travel. Discounts on estate agency, mortgage, conveyancing and surveying services. Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme. Company Pension and Day 1 Life assurance for all colleagues. CeMAP (or equivalent) is desirable but not essential, training will be provided for the right candidate. If you're coming from a bank, building society, broker or insurance background and feel ready to take your mortgage career to the next level, Dynamo is here to support your journey.MS03378
Financial advice role with up to £100,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
May 17, 2026
Full time
Financial advice role with up to £100,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
Financial advice role with up to £70,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
May 17, 2026
Full time
Financial advice role with up to £70,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.