265 jobs found

Are you looking for a role where your experience is valued and your career can genuinely progress? This opportunity offers the chance to join a forward-thinking financial planning firm that invests in its people as much as its clients. A highly respected and growing wealth management business is seeking an experienced IFA Administrator to become a key part of its collaborative, high-performing support team. Known for delivering tailored financial advice to private clients and business owners, the firm prides itself on exceptional service and long-term relationships. The Role You ll play a central role within the client services team, providing vital administrative and technical support to Paraplanners and Advisers. Your work will directly contribute to delivering a seamless and professional client experience. Key responsibilities include: Acting as the first point of contact for client enquiries, delivering a professional and responsive service Managing client and provider correspondence efficiently Coordinating client and prospect meetings, managing diaries, and preparing meeting rooms Maintaining and updating client records using Intelligent Office (IO) Preparing pre- and post-meeting documentation, including valuations, annual reviews, and suitability letters Processing fund switches, rebalances, withdrawals, and top-ups with accuracy and compliance Completing application forms and managing submissions through to completion Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Experience with Intelligent Office (IO) is advantageous Excellent communication skills, both written and verbal Organised, proactive, and confident in a fast-paced environment What s on Offer Salary up to £40,000 (depending on experience) Discretionary bonus Structured training programme with ongoing development support Exam funding and clear career progression pathways Comprehensive benefits package including pension, life cover, and wellbeing support Flexible working options (full or part-time)

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Client are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.

Overview What if you could do the kind of work the world needs? At WSP, you can access our global scale, contribute to landmark projects and connect with the brightest minds in your field to do the best work of your life. You can embrace your curiosity in a culture that celebrates new ideas and diverse perspectives. You can experience a world of opportunity and the chance to shape a career as unique as you. A little more about your role We are seeking a Senior, Principal or Associate Transport Planner to join our Transport & Mobility Planning team in Liverpool. This role is based in WSP's central Liverpool office, with hybrid working allowing for a mix of in-office and home working. As a Senior, Principal or Associate Transport Planner you will take the lead on a range of transport projects across the WSP business. You will work across modes to develop transport strategies, policies, and business cases, and support the development of transport programmes and projects from inception through to completion. This is a varied role, with responsibilities including: Leading on a variety of Transport Planning projects and proposals commensurate to your grade (both technical and commercial inputs). Leading and managing tasks as part of multi-disciplinary teams, working with our other WSP service lines to deliver large multi-disciplinary projects from concept to delivery. Providing specific support in securing and delivering work for our diverse local client portfolio. Undertaking a lead role on technical review and checking of deliverables within the team. Being responsible for the financial performance of your projects and contributing to the commercial performance of our team. Supporting the ongoing development of the junior members of the team, either as a People Manager or a mentor who actively shares knowledge and identifies opportunities to grow and develop the team. Making an active contribution to WSP's four key pillars (People; Clients & Growth; Operations; and Expertise). You will have an opportunity to work collaboratively with our Net Zero, Future Mobility and Freight growth areas on a range of innovative strategies for our public sector clients, as well as our extensive range of expertise practice groups, including Public Transport, Active Travel and Transport Communications. Your Team We undertake a wide range of transport planning technical work for our clients, as well as having an extensive portfolio of multi-disciplinary and cross-sector services, including: active travel solutions; public transport network planning; scheme development and appraisal; business case development and Government funding applications for all types of transport schemes. Our clients include Local Authorities, Combined Authorities and National Government Organisations. This provides our staff with the opportunity to work in a range of roles, across multiple disciplines, and realise their career aspirations, whatever they may be. We have a strong regional pipeline of work and the successful applicant will help us to deliver challenging and exciting work for a range of regional and national clients. What we will be looking for you to demonstrate Experience in active travel, public transport, transport programme/scheme development - including the relevant design guidance and/or business case development. Experience of developing transport focused strategies, plans and policies. Experience of working with Local Authority and Combined Authority clients. The ability to manage and prioritise multiple projects and tasks to meet deadlines. Ability to successfully deliver presentations and liaise with a variety of audiences - including colleagues, public sector officials, members of the public and other key project stakeholders. Commercial acumen and the ability to manage tasks and support wider team management in leading more junior members of the team. Don't quite meet all the criteria? Apply, and we can see how your experience aligns to this role and other opportunities within the team. Imagine a better future for you and a better future for us all. Join our close-knit community of talented individuals who share your passion for making a positive impact. Our global team includes more than 69,000 employees, working together to make a difference in communities both close to home and around the world. With us, you can. Apply today.

Are you looking for a Junior Paraplanner job where you can build strong technical skills, work closely with experienced colleagues and continue progressing within a supportive financial planning environment? This opportunity is ideal for someone stepping up from senior administration into a more structured, technical paraplanning role. You will join a well established financial planning firm and support their advisers with research, analysis and suitability reports. The position has arisen due to internal progression within the team, offering a stable role with clear development potential. Working closely with experienced paraplanners and advisers, you will gain exposure to a broad range of cases while receiving hands on guidance to strengthen your technical capability. Day to day, you will prepare research, draft suitability letters, assist with adviser recommendations and ensure documentation meets regulatory standards. Alongside your core duties, there may also be opportunities to take on additional project based work outside normal office hours once competent, providing the chance to enhance your annual earnings if desired. For candidates seeking longer term development, the firm also supports a gradual pathway into advice. Junior Paraplanner Requirements Level 4 Diploma qualified or close to completion essential Experience within an IFA or financial planning environment essential Experience producing reports or supporting Paraplanners desirable Competence with industry software desirable High technical accuracy and strong written communication essential The Company A long standing and reputable financial planning firm known for its friendly and structured office culture. The team benefits from clear processes, supportive colleagues and a stable workload, creating an ideal environment to continue building paraplanning expertise. Junior Paraplanner Benefits Salary up to 30,000 plus potential additional project work to enhance earnings Full time office based role, Monday to Friday 9am to 5pm Exposure to a broad range of financial planning work Supportive team with strong retention and long serving staff 28 days holiday including bank holidays plus your birthday off Location Candidates should live within a reasonable commute of Leamington Spa or nearby areas as this is an office based role. If this Junior Paraplanner job feels like the right step for you, please apply to be considered. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Job Title: Chartered Financial Planner Location: Gloucester Salary: 60 - 100k, with performance related structured quarterly bonus scheme Job Type: Full time, Permanent About Us: Progressive LLP is a genuinely independent firm of Chartered Financial Planners. We are committed to remaining independent and maintaining a partner-led approach, rather than becoming part of a larger corporate structure. The firm is now looking to expand its advisory team, with a clear opportunity for the right individual to develop into a senior role and potentially join the partnership. We are not tied to any product provider and are able to advise across the whole of the market. Our clients are individuals, families, business owners and professionals, many of whom have worked with Progressive for many years and have been introduced through existing clients or professional connections. Our advice combines strong technical knowledge with a personal and thoughtful approach. This includes retirement planning, investment planning, estate and inheritance tax planning, tax-efficient investment strategies and wider lifetime financial planning. The firm is adopting technology, including AI-supported tools, to improve efficiency and consistency in report writing and review processes. The successful candidate should be comfortable using technology, while maintaining technical accuracy, careful review and professional judgement. Progressive also has a distinctive investment approach, with a strong preference for defined, or predictable returns where possible. We also place importance on sustainable, ethical and values-based investing where this reflects a client's objectives and preferences. About The Role: The successful candidate will provide high-quality financial planning advice to new and existing clients, manage ongoing client relationships, support annual reviews and help convert suitable new business opportunities. We are particularly interested in speaking with advisers who are already established in their career and able to make a positive contribution from an early stage. An existing client bank, professional connections or proven ability to generate and convert new business would be highly beneficial, to remove the dependency on the reallocation of existing clients. The role would suit someone who is technically capable, client-focused and comfortable working as part of a small office. For the right individual, there may also be the opportunity for the role to develop into a management position and longer-term strategic decision-making. Key Responsibilities: Provide high-quality financial planning advice to new and existing clients. Understand and work within Progressive's investment and advice approach - this will be covered during the interview process. Manage ongoing client relationships, including annual reviews and servicing. Ensure advice remains suitable and reflects clients' changing circumstances, needs and objectives. Convert appropriate prospective clients into long-term clients of the firm, and develop opportunities through client referrals, professional connections and introducers. Maintain high professional, ethical and regulatory standards. Contribute to the ongoing development of the firm's client proposition, processes and advice function. About you: The successful candidate should have: Experience as a Financial Planner, ideally within an independent financial planning or wealth management firm. Chartered status, preferably through the CII, or the CISI. Strong technical knowledge. Excellent client-facing, communication and relationship management skills. Strong written communication skills and the ability to explain financial planning concepts clearly. A good understanding of the regulatory, compliance and ethical requirements relevant to financial advice. A positive, adaptable and professional attitude. Working Arrangements This is an office-based role. During probation, the successful candidate will be expected to work from the office to build relationships with the advice, paraplanning and administration teams, understand the firm's processes and become embedded in the business. Hybrid working may be reviewed in the future, subject to performance, business needs and role requirements. What We Offer The opportunity to join a genuinely independent Chartered financial planning firm with a strong reputation for personal service and long-term client relationships. For the right individual, the potential to play a meaningful role in the future development, management and strategic direction of the business. Longer-term progression opportunities may be available as the role develops, subject to performance, cultural fit, commercial contribution and mutual agreement. Exposure to a carefully consider investment proposition, and tax-efficient planning strategies for clients. Benefits 5 weeks holiday. Pension contributions. Healthcare benefits. Electric lease car option (salary sacrifice). Please click on the APPLY button to send your CV for this role. Candidates with experience of; IFA, Chartered Financial Advisor, Independent Financial Advisor, Financial Planner, Finance Support Administrator, Senior Financial Planner, Financial Lead Advisor, Certified Financial Planner, Financial Planning Team Lead, Financial Planning Manager may also be considered for this role.

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. 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.

Client Relations Manager role - leading IFA Wealth practice! Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team, by recruiting a Client Relations Manager, to join their office. You'll be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and deal with client queries - the role sits between IFA Admin and Paraplanning. A competitive salary is on offer with this role of up to 33k, depending on quals/experience, excellent benefits, career progression & hybrid working, post-probation, making this a sort after opportunity! Ideally you'll be a Paraplanner, looking to do less reports and more of other functions, or a Senior IFA Administrator, looking to progress. Ideally, you'll be studying to Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc and have a good attention to detail. Click and apply ASAP for this role, as my client is keen to secure the right candidate

Paraplanner job with a respected and growing financial planning practice This Paraplanner job offers a strong opportunity if you are a current Paraplanner looking for a technically focused role within a stable and well run advice firm. You will join a business that genuinely values Paraplanners and gives you the space to focus on high quality advice support rather than administration. In this Paraplanner job, you will support a small number of Financial Advisers directly, producing suitability reports and technical documentation across pensions, investments and protection. You will work closely with their Financial Advisers to keep cases moving smoothly and compliantly, using structured processes and established systems. The Paraplanner job sits within a long standing team where staff retention is high and expectations are clear. Key aspects of the Paraplanner job include: Writing suitability reports across pensions, investments and protection Direct Paraplanner support to advisers rather than pooled support Cash flow modelling and technical research Liaising with advisers to discuss progress of cases Managing your own workflow and case progression This Paraplanner job suits someone seeking long term stability, a respectful culture and flexibility around career direction. You can remain a career Paraplanner or explore progression to become a Financial Adviser over time if that aligns with your goals. Paraplanner Requirements Essential - experience working as a Paraplanner within a financial planning firm Essential - experience producing suitability reports across pensions and investments Desirable - Diploma qualification or working towards Desirable - experience with cash flow modelling Desirable - CRM experience such as Salesforce The Company The company is a well established financial planning practice with a strong reputation for professionalism, adviser quality and internal development. The culture is supportive, structured and long term focused. Paraplanner Benefits Salary circa 35,000 to 45,000 depending on experience Full time, permanent Paraplanner job Hybrid working with a minimum of three days office based Pension, life cover and health cash plan Funded professional qualifications and exam support 25 days holiday plus bank holidays Location Harrogate. You should be within a reasonable commuting distance. If you are a Paraplanner looking for a technically focused Paraplanner job within a stable and professional environment, apply today for a confidential discussion. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Carrington West are assisting their local authority client based in Essex in the search for a Development Management Manager to join on a initial 6 month contract (Then rolling). You will be joining the council's planning team to support the Head of Planning and to manage a hard-working team of Principal Planners, Enforcement Officers, Land Charges Officer and Planning Technical Support staff. This role will provide support to the Head of Planning in delivering the Planning Service being responsible for all aspects of the Development Management, Planning Enforcement and Appeals, to ensure the delivery of the Development Plan and Essex 2050 (and other projects). The post holder will be accountable for the project management in respect of the Councils development management. You will be responsible for identifying and verifying benefits from the development plan and future strategic plans, projects and programmes as directed. Work collaboratively with the Head of Service and the Service Management Team to develop and deliver the Council's corporate vision, alongside strategic objectives leading to the delivery and implementation of an up-to-date development plan This role will ensure capacity to support the delivery of the development plan and other projects and programmes, in particular with regards to the Councils Growth Agenda The post will provide technical financial advice and guidance for the delivery of the Development Management and the Development Plan, alongside ongoing projects and programmes Deliver professional/managerial expertise advice with regards to the Planning aspects of programmes and projects under the remit of the Head of Service The post holder will lead and manage the work of Development Management and the Planning Enforcement and Appeals Teams to ensure the efficient operation of the service, in accordance with statutory and legislative requirements and the corporate objectives of the Council (including budgets). Responsible for ensuring consistency of decision making across the Borough in relation to all planning applications and enforcement action, in accordance with statutory requirements, the Development Plan framework, relevant corporate policies and national guidance To carry out negotiations with developers regarding the policy and financial aspect of developments including contractual arrangements such as quotes, financial processes and reviews to ensure development site viability, sustainability and deliverability Promoting the council's aims and objectives, engaging with key partners, stakeholders and staff at all levels to promote understanding of the Council's corporate objectives Experience in a similar position and knowledge and understanding of planning legislation and regulations is necessary. It would be beneficial to hold a Post-graduate degree in planning, regeneration or a related discipline, and have the eligibility for membership of RTPI. The council are looking for candidates who will be able to hit the ground running and are offering flexible working arrangements with home working provided. Carrington West Pay Rate - Approx £70per/hour (DOE) Job Ref - 66721 Please call Cameron de Wit on (phone number removed) for a confidential discussion on this role, or email myself or our planning team if you are short of time to chat: (url removed) (url removed) Carrington West's dedicated Town Planning Recruitment Team supply clients UK wide on both a permanent and contract basis and all levels of seniority. If this role is too senior, too junior or in a location that is unsuitable, but you are keen on options, please still feel free to apply and we can discuss other, often unadvertised roles with you.

Assistant Financial Planner Location; Leicestershire Salary; Circa £45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required produce a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to discuss to be considered for this role, please email your cv to (url removed) or feel free to call me on (phone number removed). If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.

The Turnaround (TAR) Lead is responsible for planning, governance, and execution readiness of site shutdowns. This role ensures all turnaround activities are safely delivered, compliant, well-coordinated, and tightly controlled in terms of scope, schedule, and cost. Client Details Michael Page is working with a leading global manufacturing business to recruit a TAR Lead for their Hull based site. Established over 150yrs ago, this organisation operates in 70 countries worldwide and is committed to innovation and sustainability. Description The TAR Lead acts as the single point of accountability between Maintenance, Production Planning, Engineering, EHS, Inspectors, and Contractors. Lead development, validation, and governance of shutdown worklists using SAP PM (plans, task lists, notifications). Resolve gaps between SAP, planning tools, and plant reality to ensure accurate, risk-based scope. Manage relationships with planners, schedulers, and third-party support across scoping and scheduling. Own the site shutdown calendar, aligning with maintenance and production plans. Maintain the annual shutdown timeline, including prep, execution, and review phases. Monitor contractor spend, POs, and budgets to support effective cost control and SAP settlement. Ensure CDM compliance, coordinating all documentation and duty holder requirements. Integrate PSSR and PUWER activities, liaising with statutory and insurance inspectors. Coordinate contractors, ensuring clear scope, governance, and on-site delivery. Drive continuous improvement, embedding lessons learned to enhance safety, cost, and performance. Resolve turnaround issues, escalating higher-risk items as needed. Support additional duties as required. Profile The successful TAR lead will possess a range of the following: Degree in Engineering, Maintenance, Operations, or a related discipline, or equivalent practical experience. Experience within maintenance, planning, or turnaround/shutdown environments. Familiarity with SAP PM or similar maintenance management systems. Experience leading or supporting major turnarounds or large-scale shutdowns in high-hazard process settings. Understanding of CDM Regulations, PSSR, PUWER, and permit-to-work systems. IOSH or NEBOSH certification (or equivalent experience). Strong organisational, planning, and stakeholder engagement skills. Financial awareness with experience managing contractor performance and spend. Continuous improvement mindset; Lean or Six Sigma knowledge is advantageous. Job Offer Competitive salary Comprehensive benefits package included. Opportunity to work in the vibrant FMCG industry. Permanent role based in Hull with opportunities for career growth. If you are ready to take the next step as a TAR Lead and contribute to a thriving organisation in Hull, we encourage you to apply today

We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration. Key Responsibilities: Act as the first point of contact for all incoming enquiries. Meet and greet clients and guests on arrival at the office. Organise client and prospective client meetings, managing all Financial Planners' diaries effectively. Prepare and issue client documentation before and after meetings. Attend client meetings when required. Complete Anti-Money Laundering (AML) checks. Prepare and check client meeting packs in advance, keeping diaries updated with amendments. Ensure all professional logs are up to date, highlighting and chasing any outstanding documents. Complete checklists, scan and file documentation to the back-office system. Provide weekly Management Information to the Practice/Operations Manager. Manage Financial Planners' general queries, calls and invitations. Attend and record weekly team meetings and quarterly open forum meetings. Skills & Experience: Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment. Strong organisational skills with the ability to manage multiple diaries and competing priorities. Excellent communication skills (written, verbal and in-person). High attention to detail and accuracy. Proficient in Microsoft Office and comfortable with CRM/back-office systems. Professional, approachable, and discreet in handling sensitive information. Client-focused with a proactive, "can-do" attitude. Friendly, professional and confident in dealing with clients and colleagues. Team player with the ability to work independently when required. Reliable, trustworthy and conscientious. A fantastic benefits package including 4 day working week with no reduction in your salary. 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.

Would you like to work for a leading Pensions Consultancy and their growing Pensions Data Solutions team? This is a senior, client-facing role focused on helping UK Pension schemes resolve complex data challenges. You'll lead the delivery of Pensions data projects, oversee project teams, and act as a trusted adviser to trustees and senior stakeholders, working across a diverse portfolio of Pension schemes. The role Build and execute Pensions data strategies that deliver strong client outcomes Lead and oversee multiple Pensions data projects simultaneously (assess, cleanse, create and remediate data) Act as a trusted adviser to trustees, Pension managers and key stakeholders Deliver high-quality client reports and presentations on technical Pensions data issues Build strong working relationships with administrators, actuaries, legal advisers and internal teams Scope, cost and support new project opportunities while balancing commercial and client priorities What we're looking for Strong consulting and stakeholder management skills Excellent knowledge of UK Defined Benefit Pension scheme provisions and legislation Experience delivering Pensions data projects and presenting to clients Ability to manage multiple workstreams and lead project teams Strong Excel and PowerPoint skills, with the ability to communicate technical material clearly Why consider this opportunity? Work on complex, high-impact Pensions data projects Lead innovative data solutions for a wide range of Pension schemes Supportive, collaborative environment with strong career development opportunities Competitive benefits package and flexible working arrangements If you're a technically minded Pensions professional looking to step into a senior, influential role, or know someone who might be, please do apply or message me directly! Please quote 52201 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Join our clients fantastic business - do you want to work for an award winning business? Look no further! This is truly a special role Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload. You will enjoy hybrid working , free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more! This really is an unrivalled benefits package in the region - they have even won awards for their dedication to their team! Duties: Develop and maintain document designer templates ensuring these are set up in the most efficient way for the end user, and any new functionality is implemented Assist in testing and implementing new functionality available on the back-office system Maintain and continuously look to improve systems and processes, providing support and training where necessary Support the updating of systems and processes to enable data cleansing and running various reports. Liaise with team members as required Ensure data accuracy and consistency across systems, escalating issues where required. Work collaboratively across teams to ensure consistent use of systems and adherence to data standards Contribute or lead operational improvement projects focused on improving efficiency, data accuracy, and client service delivery. Identify inefficiencies and implement scalable solutions to improve system workflows Update tax year-end legislation changes across a number of systems Support the mapping and documentation of processes to improve consistency and performance. Requirements: Experience from a professional business in administration is essential Degree is desirable but not essential Experience dealing with documents that require a high attention to detail is essential

Client Service Administrator - Financial Planning Location: Central Manchester Salary: £26,700 - £30,000 Full-Time Permanent NJR Recruitment is excited to be representing a well-established, independent financial planning firm in their search for a Client Service Co-ordinator. This is a fantastic opportunity for someone with financial planning admin experience who's passionate about delivering exceptional service to clients and working closely with financial advisers and paraplanners. Benefits: days holiday + bank holidays 2. Private Medical Insurance 3. Life Assurance 4. Income Protection 5. Company Pension Key Responsibilities: 1. Liaise with clients and providers via phone, email, and video 2. Support Financial Planners with day-to-day tasks and client file management 3. Book appointments, manage diaries, and prepare detailed meeting packs 4. Submit instructions to platforms and providers 5. Maintain client records and ensure all data is accurately updated in back-office systems (Intelligent Office) 6. Collaborate with paraplanners and key stakeholders to ensure the smooth delivery of the Financial Planning Service What We're Looking For: 1. Previous experience in a financial planning admin or support role 2. Proficient in MS Office (Word, Excel, Teams, SharePoint) 3. Familiarity with Intelligent Office (IO) 4. Excellent organisational and communication skills 5. A proactive, team-oriented individual with strong attention to detail If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR 16690

Here at the Mick George Group, we are currently recruiting a Fleet Administrator to join the Transport team. Location Mick George Ellington Working Hours Monday - Friday between 7am-5pm Pay £27,000 - £30,000 Benefits NEST Pension operated via salary sacrifice Employee Assistance Programme Multi-Discount platform Full internal training provided. Excellent opportunities to progress your career across different areas of the Company. Cycle to work scheme Gym discount Recognition scheme Long-service rewards Partnership with Inform Mortgages (Including complimentary will-writing support, free mortgage advice & other financial services) Job Purpose This role is essential in ensuring our fleet remains compliant, efficient, and safe. You'll play a key part in maintaining accurate maintenance records and supporting the Transport Manager with the day to day management of our vehicle maintenance programme. Responsibilities Fleet Monitoring Ensure all vehicles in service submit a pre use defect report daily. Update vehicle status to "not in use" or "Vehicle Off Road" (VOR) where applicable. Follow up with drivers who fail to submit reports and track repeat offenders. Maintenance Management Confirm that all scheduled maintenance and repairs were completed as planned. Liaise with external and internal workshops to verify completed work. Re book and report any missed or incomplete maintenance jobs. Documentation and Compliance Upload maintenance documents to the online portal and update the job system. Audit the Maintenance Planner to verify completed inspections. Review and print PMI (Preventative Maintenance Inspection) reports for accuracy and compliance. Defect Management Update system records to reflect rectified defects. Ensure all repairs are signed off according to DVSA rectification standards. Maintain thorough and compliant records for both safety and non safety faults. Administration and Record Keeping Perform daily audits to ensure all documents are properly uploaded and filed. Provide general administrative support relating to company assets and vehicle maintenance. Skills & Competencies Required Strong organisational and administrative skills. High attention to detail and commitment to accuracy. Ability to liaise confidently with internal teams and external suppliers. Good understanding of vehicle maintenance processes and compliance standards (desirable but not essential - training provided). Proficient with Microsoft Office, especially Excel. Ability to work independently and proactively manage tasks. The Mick George Group is committed to providing equality of opportunity for all. The company seeks to employ a workforce that reflects the diverse community at large and values the individual's contribution irrespective of sex, age, marital status, disability, sexual orientation, gender reassignment, race, colour, religion or belief, ethnic or national origin.

This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements This role is open to experienced or Trainee Paraplanners You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis You should have good understanding of investment, retirement and pension products in relation to financial planning You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent You should have an organised approach to your work and be able to handle multiple cases simultaneously You should be confident working independently and within a team Paraplanner Benefits Salary of up to 40,000 depending on experience Working within modern offices with free, secure parking on site, plus full kitchen, dining and gym facilities Up to 2 days from home, after completion of probation 25 days holiday plus bank holidays 37.5 hours per week, Monday to Friday Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations South Leicester 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.