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We are seeking a Senior Chartered Financial Planner to join a high-performing London team within a modern, ambitious, fully independent Chartered Financial Planning firm managing over £1bn AUM . This is a rare opportunity to inherit a high-quality client book with average investable assets of £1m+ , supported by strong internal lead generation and established professional-partner relationships. The Role Manage and grow an inherited portfolio of affluent clients Deliver high-quality financial planning and cashflow modelling (Voyant preferred) Work closely with a strong paraplanning function Mentor and support developing advisers Build and maintain professional-partner relationships Contribute to process improvement and present at senior/board level What We're Looking For Chartered Financial Planner Experience advising high-net-worth clients Strong technical knowledge including EIS, VCT, Business Relief Confident using cashflow planning tools Experience mentoring advisers/paraplanners Proven track record of meeting review and new-business targets A client following is welcome but not essential What's on Offer £80,000 basic salary (capped) Attractive bonus and commission structure Excellent benefits package Inherited client book with significant growth potential A dynamic, forward-thinking environment where Chartered status is the standard Clear progression into leadership and strategic influence About the Firm You will be joining a well-established, rapidly growing independent Chartered firm known for its high technical standards, strong internal support, and modern approach to financial planning. The advisory team is supported by experienced paraplanners and a centralised operations function, enabling advisers to focus on client relationships and growth. Please send your CV to Ursula at Financial Divisions to arrange a confidential call to discuss further

Job Title: Paraplanner Location: West London Hybrid 2 days WFH Salary: Up to 70,000 depending on experience Hours: Monday to Friday 8:30am to 5:30 pm Benefits: Pension, life assurance, and eye care 25 days annual leave plus bank/public holidays and annual leave purchase option Discretionary annual bonus About the position of Paraplanner We are working with a highly regarded independent financial planning firm known for delivering tailored, whole-of-market advice and building long-term client relationships. They are seeking an experienced Senior Paraplanner to join their London team, taking ownership of complex technical cases across pensions, investments, offshore bonds, and estate planning. You will work closely with Financial Planners to deliver high-quality, compliant advice, ensuring accuracy, technical robustness, and strong client outcomes. This is a key role within a collaborative and high-performing environment, offering hybrid working, strong benefits, and genuine support for professional development. Responsibilities for the role of Paraplanner: Manage complex paraplanning cases end-to-end across pensions, investments, defined benefit schemes, offshore bonds, and estate planning Produce high-quality, compliant suitability reports and technical recommendations Review fact finds, calculations, and supporting documentation for accuracy and suitability Partner closely with Financial Planners to support holistic client advice Provide technical input on trusts, taxation, and probate planning Support efficient case progression, liaising with internal and offshore teams Mentor junior paraplanners and provide technical oversight where required Ensure all work meets regulatory and internal quality standards Undertake technical research for complex or non-standard cases Experience and skills required for the role of Paraplanner: 5+ years' paraplanning experience within financial services Chartered status (CII Advanced Diploma or equivalent) essential Strong technical knowledge across pensions, investments, DB schemes, offshore bonds, and estate planning Proven ability to produce complex suitability reports and recommendations Confident reviewing technical data, calculations, and fact finds Strong understanding of trusts, taxation, and probate planning Able to perform in a fast-paced, high-quality output environment Strong attention to detail with a structured, solutions-focused approach For more information regarding the role of Paraplanner , please contact us Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

A job opportunity has arisen for an experienced IT Programme Manager to join a highly established organisation during a period of rapid technical and business transformation. Reporting to the Head of Programme Management, you will take responsibility for managing and delivering a critical, multi-year programme of IT/Technology transformation and cyber security projects. You will liaise with several key senior stakeholders, successfully influencing key decision making to ensure the IT Security Programme of works is initiated and delivered within the required timelines. Working as part of an innovative and fast-paced IT team, you will be responsible for line managing a team of three IT Project Managers, whilst taking ownership for the overall programme of work. You will work closely with Project Managers, PMO, IT Business Analysts, key business sponsors and key stakeholders to support project definition, to initiative, plan and deliver projects, demonstrating strong governance and reporting progress tracking to plan. Furthermore, you will take ownership of the IT Programme of project work and ensure delivery to time, budget, and quality measures. You will work alongside IT Team colleagues to review business requirements and suggest appropriate solutions, manage any external tender selection events with the procurement team and support investment sign off to help shape project business cases. The successful candidate should be able to demonstrate: A proven track record of having worked as an IT Programme Manager, including experience of having delivered highly regulated projects/programmes You should ideally have experience working in the Utilities sector / experience of delivering IT solutions in or for utilities clients Have experience at managing a portfolio of projects and/or a programme of works in a largely outsourced environment Have extensive programme or portfolio management implementation experience, being able to control and deliver a programme or portfolio to time and budget requirements IT Programme/Portfolio Delivery experience Project implementation expertise Contractual/Commercial awareness and experience Process and Governance design and implementation expertise Degree level educated PRINCE2 Practitioner or equivalent Project Management qualification is essential Experience of tools such as MS DevOps, JIRA, MS Project Planner, etc. This position offers excellent scope for career progression plus a benefits package that includes: 25 days annual leave plus bank holidays Pension scheme (5% employee contribution, 10% employer contribution) Annual bonus scheme 14 x salary Life Insurance Flexible benefits scheme options including corporate gym memberships, dental insurance and health cash-plans Access to Financial Wellbeing Programme Enhanced pay for parental leave Retail discounts and cashback scheme Flexible/hybrid working options If you would like to discuss this position in more detail, please apply with an updated CV or contact me for a confidential discussion. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Job Title: Diploma Qualified Paraplanner Salary: £45,000 - £65,000 DOE About the Company: Our client is a well-established and highly respected independent financial planning business with a strong reputation for delivering advice to high-net-worth individuals and families. Backed by a larger national group whilst maintaining its entrepreneurial culture and autonomy, the business combines the resources of a larger organisation with the flexibility and personal approach of a boutique firm. Known for its technical excellence, supportive environment and commitment to professional development, the firm offers exposure to complex financial planning cases and clear long-term career pathways. Role Summary: An opportunity has arisen for an experienced Diploma Qualified Paraplanner to join a highly technical and collaborative team supporting advisers with complex financial planning cases. Working closely with senior advisers and technical specialists, you will play a key role in delivering high-quality suitability reports, research and planning solutions for a high-net-worth client base. This position offers significant exposure to sophisticated planning work, ongoing professional development support and clear progression opportunities into either senior technical roles or financial planning positions. Key Responsibilities: • Prepare detailed suitability reports and technical recommendations, developing expertise across complex financial planning scenarios • Conduct research across pensions, investments, protection and tax planning strategies, supporting high-quality client outcomes • Collaborate with advisers and administrators within a team-based service model, contributing to an efficient and client-focused service • Review and analyse client information to support robust planning recommendations and regulatory compliance • Assist with complex high-net-worth cases, enhancing your technical capability and professional development • Support continuous improvement initiatives and contribute to the firm's evolving service proposition Requirements: • Diploma qualified in Financial Planning (or working towards completion) • Strong paraplanning experience within an independent financial advice environment • Experience producing suitability reports and technical research across core financial planning areas • Strong understanding of pensions, investments, protection and tax planning • Excellent analytical, communication and report-writing skills • A proactive and collaborative approach with a desire to continue developing professionally Benefits: • Royal London pension scheme with 4% employer contribution • Annual company bonus scheme (post-probation) • Amber River Premier Bupa Health Cash Plan (post-probation) • Life Assurance (£200,000) • 25 days annual leave plus additional entitlement after long service • Christmas shutdown period • Employee Assistance Programme • Digital GP and wellbeing support services • Company-funded study support • Cycle to Work Scheme If this role isn't quite right, it's still worth speaking to one of our specialist team, we may be working on something that hasn't hit the market yet. Related Job Titles: Senior Paraplanner, Technical Paraplanner, Financial Planning Paraplanner, Wealth Planning Paraplanner, Financial Planning Analyst

An excellent opportunity has arisen for an ambitious and technically strong financial planning professional to step into a client-facing advisory role within a highly regarded, planning-led wealth management firm. This position is ideally suited to an experienced Paraplanner or Junior Adviser who is progressing toward Chartered status and is now looking to transition into advice, working with high-net-worth clients in a supportive and structured environment. The Opportunity You will work closely with a Senior Chartered Adviser, supporting client relationships and gradually taking on more responsibility as you develop your advisory skills. Over time, you will transition into managing your own portfolio of clients, with no requirement to bring business, as clients will be introduced and handed over as part of your development. This is a structured pathway role, designed to support your progression from technical specialist into a confident, client-facing Financial Planner. The role is based out of Cambridge, with a hybrid working pattern of 3 days in the office and flexible hours. Key Responsibilities Support the delivery of holistic financial planning advice to high-net-worth clients Assist in client meetings and gradually take a more active advisory role Prepare and present financial planning recommendations Undertake cashflow modelling and technical analysis Work closely with paraplanning and client support teams Build long-term relationships with clients as responsibility increases Maintain high standards of compliance and client service About You We are looking for individuals who combine strong technical knowledge with the ambition and interpersonal skills to develop into a high-quality Adviser. You will be: Level 4 Diploma qualified (minimum), ideally working toward Chartered status Currently working as a Paraplanner, Associate Planner, or Junior Adviser Technically strong, with experience supporting complex financial planning cases Keen to move into a client-facing role and develop as an Adviser A confident communicator with strong interpersonal and relationship-building skills Professional, credible, and motivated to succeed in a HNW advice environment This role would particularly suit a high-performing Paraplanner who is ready to step up into advice but is looking for the right environment, mentorship, and client exposure to do so successfully. What's on Offer £40,000 - £60,000 base salary (dependent on experience) Performance-related bonus Exceptional benefits package Hybrid working: 3 days in the office with flexibility around hours Clear and structured progression pathway into a Financial Adviser role Access to an existing HNW client base (no business development requirement) Ongoing mentorship from a Senior Chartered Adviser A professional, collaborative, and high-performing environment This is a genuine opportunity to accelerate your career into financial advice within a firm that invests in its people and prioritises high-quality client outcomes. If you are an ambitious Paraplanner or Junior Planner ready to take the next step into a client-facing role-without the pressure of generating your own clients-this could be the ideal move.

A leading and rapidly expanding wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning team based in the City of London. Following a number of recent acquisitions and significant growth in assets under management, the firm continues to invest heavily in its financial planning division and is looking to strengthen its London team with an experienced technical professional. The Role Working closely with Senior Wealth Planners, you will provide technical support in delivering holistic financial planning advice to high-net-worth clients. This includes conducting detailed research across pensions, investments, protection and tax planning strategies, while producing high-quality client documentation and suitability reports. The position also offers the opportunity to contribute to the development of the paraplanning function by mentoring junior team members and supporting technical knowledge sharing across the team. Key Responsibilities Conduct technical research across pensions, investments, protection and tax planning solutions Prepare high-quality, client-centric suitability reports and recommendation documentation Support Wealth Planners in delivering holistic financial planning advice Assist with cashflow modelling and technical analysis Draft and coordinate technical documentation for client meetings Act as a technical point of reference for colleagues Mentor and support junior paraplanners within the team Contribute to process improvements and best practice across the paraplanning function Requirements Significant experience within a paraplanning role supporting financial advisers or wealth planners Strong technical knowledge across pensions, investments, protection and tax planning Experience producing high-quality suitability reports Level 4 Diploma in Regulated Financial Planning (or equivalent) Progress towards Chartered status or Advanced Diploma desirable Excellent analytical, organisational and communication skills Experience using financial planning systems and cashflow modelling tools is advantageous The Opportunity This role offers the chance to join a highly regarded wealth management business during a period of continued expansion. For the right individual, there is scope to develop into a leadership or management role within the paraplanning team. Package Salary circa £55,000 - £62,000 Discretionary bonus Pension Private medical insurance and additional benefits Hybrid working after initial probation period If you are an experienced paraplanner looking to take the next step in your career within a growing and well-respected wealth management firm, we would welcome your application.

An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.

Job Title: Senior Urban Designer Location: Camberley Penguin Recruitment is delighted to be supporting a market-leading planning and design consultancy in their search for an experienced Urban Designer / Senior Urban Designer to join their growing team. About the Company: This well-established consultancy is recognised as one of the UK's leading planning and design specialists, delivering high-quality, sustainable developments across England and Wales. With a strong reputation for innovation and placemaking, the team works on a diverse portfolio of projects, including large-scale new settlements and residential neighbourhoods. This is an excellent opportunity to join a collaborative and forward-thinking environment where creativity and professional growth are actively encouraged. Role Overview: The successful candidate will play a key role within the design team, contributing to a range of masterplanning and strategic development projects. You will collaborate with multi-disciplinary teams, helping to shape vision-led design solutions and support the delivery of outline planning applications. Key Responsibilities: Contribute to the preparation of masterplans, vision documents, and design strategies Support strategic site promotion and outline planning applications Work collaboratively with planners, architects, and external consultants Produce high-quality written reports, presentations, and graphic outputs Assist with project coordination and delivery Requirements: Minimum of 3 years' UK-based experience in urban design or masterplanning Postgraduate qualification in Urban Design from a UK university Background in architecture is advantageous Proven experience in strategic site promotion and planning applications Strong communication skills (written, verbal, and graphic) Advanced proficiency in Adobe Creative Suite, SketchUp, and CAD Hand drawing skills are desirable Full right to work in the UK What's on Offer: Competitive salary and benefits package Clear progression opportunities within a growing consultancy Exposure to a wide range of high-profile projects Ongoing CPD and support for professional qualifications Collaborative and supportive team culture Benefits Include: 25 days annual leave + bank holidays (rising with service) Private medical insurance (single cover) Pension scheme (salary sacrifice) Cycle to work scheme Eye care vouchers Staff referral bonus scheme Discounts on property and financial services This is an exciting opportunity for a motivated Urban Designer to take the next step in their career within a dynamic and supportive environment, contributing to the creation of sustainable and high-quality places. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)

Job Title: Senior / Principal Planner Location: Midlands (Hybrid Working) About the Company Penguin Recruitment is delighted to be supporting a leading UK planning consultancy with a strong reputation for delivering expert planning, development economics and design services. The company advises major developers, house-builders and public sector clients on complex and prestigious projects across England and Wales, and is known for its collaborative, forward-thinking and supportive culture. The Role As part of the Midlands Planning team, you will contribute to the delivery of significant planning projects, including strategic planning, development management, and planning project coordination for a range of private and public sector clients. This is an excellent opportunity for an established planning professional to join a growing consultancy and work on high-profile and varied schemes in a supportive and progressive environment. Key Responsibilities Deliver planning advice and project support across a range of development projects Manage planning applications, appeals and development management processes Provide strategic planning advice to clients Coordinate planning projects and liaise with clients, local authorities and key stakeholders Support junior team members and contribute to team development About You MRTPI qualified Strong commercial awareness with the ability to apply planning knowledge within the wider property and development context Excellent analytical, written and verbal communication skills Confident in client-facing situations and managing projects Energetic, proactive and motivated to learn and progress Benefits & Rewards Competitive salary (dependent on experience) 25 days annual leave plus bank holidays, increasing with service up to 30 days Regular CPD and professional development opportunities Private medical insurance Salary sacrifice pension scheme Death in Service benefit 24-hour Employee Assistance Programme Cycle to work scheme Eye care vouchers Staff discounts across property, financial services and major retailers Staff referral bonus scheme Friendly, collaborative consultancy environment with varied and interesting project work Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)

Job Title: Flood Risk Management Consultant / Senior / Principal / Associate (multiple levels) Salary: 40,000 - 70,000 (dependent on experience and grade) Location: UK-wide (including Bristol, Epsom, Swansea, Peterborough, Manchester, Glasgow) Type: Permanent Hybrid working available About the Role: Join a leading Water Management Consultancy team working across major UK infrastructure and development projects. This is a technically focused role within flood risk management, offering the opportunity to work on high-profile national programmes while developing leadership, client-facing, and business development responsibilities as you progress. You will work across a variety of sectors including water, energy, transport, defence, cities and development, contributing to meaningful projects that address climate resilience and flood risk challenges. About our client: Our client is a multidisciplinary consultancy delivering major infrastructure and environmental projects across the UK and internationally. They are an inclusive, flexible employer with a strong focus on technical excellence, collaboration, and career development. Their Water Management Consultancy team is growing rapidly to meet increasing demand in flood risk and hydraulic modelling. Key Responsibilities: Undertake and lead technical flood risk work including: Hydraulic modelling (1D-2D) Hydrology assessments (including FEH where applicable) GIS analysis Technical reporting and flood risk assessments Check, review and ensure quality assurance of technical outputs Support and/or lead development of flood mitigation concepts and solutions Manage or contribute to project delivery including scope, programme, and financial control (level dependent) Supervise, mentor, and develop junior staff (Senior level and above) Collaborate with engineers, environmental scientists and planners Engage with clients and stakeholders Support business development including bids, tenders and work-winning activities Progress multiple projects concurrently and manage workload effectively What our client is looking for: Degree in Geography, Environmental Science, Civil Engineering or related discipline Experience in flood risk management and hydraulic modelling Strong working knowledge of tools such as: Flood Modeller TUFLOW / ESTRY InfoWorks ICM ArcGIS / QGIS / MapInfo Experience in hydrology and flood risk assessments (FEH desirable for senior levels) Ability to work independently (consultant level) and/or lead teams (senior +) Strong communication and report writing skills Ability to manage multiple projects and deadlines Collaborative, adaptable and detail-focused approach Leadership experience expected at Principal and Associate levels Chartered status (CIWEM / ICE) required for Associate level What our client offers: Flexible and hybrid working policies Opportunity to work on major UK infrastructure projects Inclusive and supportive team culture Strong focus on career development and progression Technical training and mentoring opportunities Exposure to international project work (where applicable) Competitive salary and benefits package Eligibility: Right to work in the UK required Sponsorship may be considered for higher-grade niche candidates Security clearance may be required for certain projects Opportunity for Growth: This team is addressing a "missing generation" gap in flood risk expertise, creating strong progression opportunities from Consultant through to Associate level. You will gain exposure to high-profile national programmes and have clear scope to develop into technical leadership, project management, or client-facing work-winning roles. We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Senior Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to 55,000 + Quarterly Bonuses + Good Benefits Are you Level 4 Diploma qualified? Have you worked in a Senior / Technical Paraplanner role for at least 3 years? Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff. They are now looking for an experienced Paraplanner to join their team who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine. A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm. The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team. Day-to-day Paraplanning Duties Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client Client annual reviews Carry out technical research and analyse data collected on behalf of clients Accurately invest client money as per Consultants' recommendations post client meetings Liaise with clients post meetings answering technical queries Proactive in identifying investments/tax saving opportunities for clients Manage and prioritise your work Evaluate investment portfolios with consultants Liaising and working closely with the Service Team Skills, Experience & Qualifications Required Level 4 Diploma qualified Worked in a Technical Paraplanner role for at least 3 years Strong knowledge of IT, MS Word & Excel and with back-office system experience An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position! Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

Paraplanner / Senior Paraplanner Musselburgh, East Lothian Flexible Hybrid Working £35,000 to £60,000 DOE Chartered Study Support Long-Term Career Development Some support roles in financial planning become repetitive. Producing reports. Processing cases. Chasing providers click apply for full job details

Senior or Principal Town Planner Location: Midlands Penguin Recruitment is proud to be supporting a highly respected national planning consultancy in their search for a Senior or Principal Town Planner to join their expanding Midlands team. About the Company Our client is a leading multi-disciplinary consultancy recognised for their expertise in planning, development economics, and design. They work on a wide range of prestigious and complex projects for major developers, housebuilders, and landowners across England and Wales. With a creative, collaborative, and supportive culture, this is an excellent environment for ambitious planners looking to develop their careers. The Role As part of the Midlands Planning team, you will be involved in the delivery of high-profile projects across both the private and public sectors. This will include strategic and development management planning, project coordination, and providing expert advice to clients. You'll be part of a dynamic and growing team where your contribution will make a visible impact on the success of projects and the development of the business. Key Responsibilities Manage and contribute to a range of planning projects from inception to completion Provide high-quality planning advice to clients across sectors Prepare and submit planning applications, appeals, and supporting reports Liaise with clients, local authorities, and stakeholders Support and mentor junior colleagues where appropriate Build and maintain strong client relationships, identifying opportunities for new work Requirements Chartered Member of the RTPI (MRTPI) Strong commercial awareness and ability to apply planning knowledge in a broader property context Excellent written, analytical, and verbal communication skills Confident in client-facing roles and capable of managing complex projects Proactive, enthusiastic, and driven to deliver results Benefits The successful candidate will enjoy a competitive salary and benefits package, including: 25 days annual leave (rising with service) plus bank holidays Private medical insurance Pension scheme Life assurance Cycle to work scheme Eye care vouchers Staff discounts on retail, property, and financial services Employee assistance programme (24-hour support) Regular CPD and career development opportunities Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team. This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture. The Opportunity Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements. What's on Offer? £34,000 basic salary Performance-related bonus Flexible hybrid working arrangement Up to 30 days annual leave Private medical insurance 5% employer pension contribution Supportive and collaborative team environment Clear progression opportunities as the business continues to grow About You Previous experience within a financial planning or wealth management environment Strong client servicing and administrative skills Experience supporting Financial Advisers and handling new business processes Excellent communication and organisational abilities A proactive and professional approach to client service This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Paraplanner - Senior Paraplanner - Edinburgh Hybrid Working - 2 - 3 Days Office Based Ready to take your paraplanning career to the next level? We're looking for an experienced Paraplanner/Senior Paraplanner to join a growing, supportive financial planning team in Edinburgh . You'll play a key role in delivering high-quality, client-focused advice by producing clear, compliant suitability reports and supporting Financial Planners across the full advice journey. This is a varied and rewarding role where you'll work closely with advisers, attend client meetings where appropriate, prepare cashflow modelling and annual reviews, and help shape an excellent ongoing client service experience. What you'll bring: Previous paraplanning experience within a financial planning firm CII Diploma in Regulated Financial Advice (Level 4) or equivalent Strong technical knowledge across all areas of financial planning Excellent report writing, systems knowledge, and attention to detail A proactive, collaborative mindset with a client-centric approach What's on offer: Highly competitive salary DOE and discretionary bonus Hybrid working - 2-3 days office based Generous pension contribution Comprehensive benefits package including private medical cover, life assurance & income protection Family friendly policies - enhanced leave Study support - funding for courses and study days offered to assist with further professional qualifications Range of flexible benefits A genuinely supportive culture with clear development opportunities If you're a confident, commercially minded Paraplanner who enjoys working as part of a high-performing team, we'd love to hear from you. Submit your CV or contact Pauline Low at Reed on for a confidential chat.

Plus: Excellent Benefits + Annual Bonus A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner . If you're Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity. Why This Firm? Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised. The Role You'll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm's continued growth. This position offers a clear, structured pathway into paraplanning , with full training and exam support. Key Responsibilities Providing high-level administrative support to Advisers Processing new business across pensions, investments, and protection Preparing client review packs and suitability documentation Liaising with clients and product providers Maintaining accurate CRM and back-office records Assisting with technical research and suitability report preparation Supporting compliance and regulatory processes Delivering an exceptional client experience throughout the advice process About You Level 4 Diploma qualified (or working towards completion) Experience within an IFA or wealth management environment Strong understanding of pensions, investments, and financial planning processes Excellent communication and organisational skills High attention to detail and accuracy Ambitious, proactive, and keen to progress into paraplanning What's on Offer Salary up to £40,000 Guaranteed progression into a Junior Paraplanner role Ongoing study support and funded exams A collaborative, modern working environment Supportive leadership team who value development Long-term career growth within a growing, reputable firm If you're ready to take the next step in your financial planning career and join a business that truly supports your progression, we'd love to hear from you. Please send your CV to Ursula at Financial Divisions

Role : Senior IFA Admin/Trainee Paraplanner Location : Wolverhampton Basic Salary : Up to £40,000 Hours : 9am - 5pm, Monday - Friday About our client and the role: Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work. This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice. Salary & Benefits: £30,000 - £40,000 dependant on experience Support for undertaking professional exams Full-time office based 20 days annual leave plus bank holidays 5% Employer Contribution Private Medical Cover Annual discretionary bonus Friendly and welcoming team Working Hours: Monday - Friday, 9am - 5pm Fully office based Responsibilities: Prepare high-quality suitability reports covering pensions, investments and retirement planning Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients. Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances. Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements Ensure recommendations and documentation comply with FCA regulations and internal compliance standards. Maintain accurate and detailed client records Assist with the implementation of new business and ongoing client servicing activities Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices Work closely with advisers and support staff to deliver a seamless and high-quality client experience Essential skills and experience: The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role Knowledge of financial planning administration, tax, pensions, and investment Excellent attention to detail Strong communication skills and a client-centric approach A team-player with the ability to work well with other team members as well as on their own initiative Desirable: Experience writing suitability reports across pensions, investments, protection, and retirement planning Experience producing cashflow modelling and financial planning analysis Ability to manage multiple cases and deadlines effectively Diploma qualified (Level 4) or working towards By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.

Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst who understands how a financial advice business works in practice. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities Mapping current and future state processes Supporting project discovery and requirements gathering activities Helping shape and improve adviser, client and operational journeys Producing meaningful management information and business insights Supporting the development and enhancement of the firm's client portal Assisting with testing, implementation and change adoption activities Working closely with technology teams to ensure business requirements are clearly understood What We're Looking For Experience within a Financial Advice, Wealth Management or Financial Planning business Strong understanding of adviser and client journeys Experience improving business processes and operational efficiency Excellent stakeholder engagement and communication skills Ability to challenge constructively and identify practical solutions Strong organisational skills and attention to detail We'd Particularly Like To Speak To Business Analysts within Wealth Management Business Change Analysts Operational Improvement Analysts Senior Paraplanners who have been heavily involved in process improvement or change projects Practice or Operations professionals who have delivered business improvement initiatives Nice To Have Power BI, Excel or MI reporting experience Exposure to CRM systems, adviser platforms or client portals Knowledge of FCA-regulated environments and Consumer Duty Experience supporting business change or transformation projects What's On Offer Opportunity to join a newly established Business Analysis & Change function Significant exposure to senior leadership and strategic initiatives Genuine opportunity to influence how the business operates Hybrid working with approximately two days per week in the office Competitive salary, benefits package and long-term career development Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!

A job opportunity has arisen for an experienced IT Programme Manager to join a highly established organisation during a period of rapid technical and business transformation.Reporting to the Head of Programme Management, you will take responsibility for managing and delivering a critical, multi-year programme of IT/Technology transformation and cyber security projects. You will liaise with several key senior stakeholders, successfully influencing key decision making to ensure the IT Security Programme of works is initiated and delivered within the required timelines.Working as part of an innovative and fast-paced IT team, you will be responsible for line managing a team of three IT Project Managers, whilst taking ownership for the overall programme of work. You will work closely with Project Managers, PMO, IT Business Analysts, key business sponsors and key stakeholders to support project definition, to initiative, plan and deliver projects, demonstrating strong governance and reporting progress tracking to plan.Furthermore, you will take ownership of the IT Programme of project work and ensure delivery to time, budget, and quality measures. You will work alongside IT Team colleagues to review business requirements and suggest appropriate solutions, manage any external tender selection events with the procurement team and support investment sign off to help shape project business cases.The successful candidate should be able to demonstrate: A proven track record of having worked as an IT Programme Manager, including experience of having delivered highly regulated projects/programmes You should ideally have experience working in the Utilities sector / experience of delivering IT solutions in or for utilities clients Have experience at managing a portfolio of projects and/or a programme of works in a largely outsourced environment Have extensive programme or portfolio management implementation experience, being able to control and deliver a programme or portfolio to time and budget requirements IT Programme/Portfolio Delivery experience Project implementation expertise Contractual/Commercial awareness and experience Process and Governance design and implementation expertise Degree level educated PRINCE2 Practitioner or equivalent Project Management qualification is essential Experience of tools such as MS DevOps, JIRA, MS Project Planner, etc. This position offers excellent scope for career progression plus a benefits package that includes: 25 days annual leave plus bank holidays Pension scheme (5% employee contribution, 10% employer contribution) Annual bonus scheme 14 x salary Life Insurance Flexible benefits scheme options including corporate gym memberships, dental insurance and health cash-plans Access to Financial Wellbeing Programme Enhanced pay for parental leave Retail discounts and cashback scheme Flexible/hybrid working options If you would like to discuss this position in more detail, please apply with an updated CV or contact me for a confidential discussion. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk