325 jobs found

Paraplanner Liverpool / Southport - Hybrid / Remote Up to £45,000 This opportunity would suit an experienced Paraplanner who enjoys producing high-quality technical work and wants to be part of a modern, growing financial planning business that genuinely values its people. Whether you are looking for a hybrid role or the flexibility of working remotely, this position offers the chance to join a forward-thinking firm that combines technical excellence with a strong commitment to employee wellbeing, professional development, and outstanding client outcomes. The Business This is a well-established financial planning firm providing bespoke advice across pensions, investments, retirement planning, protection, and inheritance tax planning. The business has built an excellent reputation for delivering high-quality advice and maintaining exceptional standards of client service. Their collaborative approach, investment in technology, and commitment to continuous improvement create an environment where talented professionals can thrive. You will be joining a supportive team that places genuine emphasis on development, work-life balance, and helping employees build long-term careers within financial planning. The Role As a Paraplanner, you will work closely with Financial Advisers to provide technical support, research, analysis, and suitability report writing across a broad range of financial planning areas. You will play a key role in ensuring advisers receive the technical support required to deliver suitable, compliant, and client-focused recommendations. Your responsibilities will include: Producing high-quality suitability reports and financial planning recommendations Conducting research across pensions, investments, protection, trusts, and inheritance tax planning solutions Analysing client circumstances and supporting adviser recommendations Preparing technical documentation and supporting reports Maintaining accurate and compliant client records Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers to understand client objectives and deliver suitable recommendations Supporting complex financial planning cases, including inheritance tax and estate planning work Liaising with providers and product providers where required Contributing to the delivery of an outstanding client experience About You To be considered for this role, you should have a paraplanning background within an IFA or wealth management environment and be comfortable working across a wide range of financial planning cases. Ideally, you will have: A minimum of 3 years' paraplanning experience within a UK financial planning firm Level 4 Diploma in Regulated Financial Planning or be working towards completion with significant paraplanning experience Experience across pensions, investments, protection, bonds, and trusts Strong suitability report writing skills Knowledge of inheritance tax planning and estate planning strategies Experience researching complex planning solutions, including AIM and Business Relief arrangements, would be advantageous Excellent attention to detail and technical accuracy Strong organisational and communication skills A proactive and professional approach to your work Benefits Hybrid or fully remote working available 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity for an experienced Paraplanner to join a highly regarded financial planning business that combines flexibility, technical quality, and genuine investment in its people. The role offers exposure to a broad range of financial planning work, strong career development opportunities, and one of the most attractive benefits packages available within the financial planning profession.

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.

Job Title: Paraplanner Industry: Financial Planning Location: Cheltenham/Hereford Salary: £40,000 - £50,000 Job Reference: 10045 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm with offices in Cheltenham and Hereford. Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. You will mainly be supporting 3 IFA's, meaning you can get to know their clients and their way of working well, as well as having access to junior Paraplanning and Administration support. Benefits: Highly competitive salary Discretionary bonus scheme 2:3 hybrid working Full travel expenses covered for any office days or travel required 6% pension contribution 25 days holiday Birthday off Buy and sell scheme Private medical insurance 4x DIS Progression opportunities available if interested Skills and experience required: 2+ years experience in Paraplanning Good technical experience and knowledge Chartered status (Level 4 may be considered if experienced enough) Strong knowledge of UK products and FCA regulations Ability to work remotely, with a home office set up

IFA Administrator Liverpool / Southport Up to £32,000 This opportunity would suit an experienced IFA Administrator who enjoys being a key part of the client journey and wants to join a modern, forward-thinking financial planning business that genuinely invests in its people. If you take pride in delivering a high standard of service, enjoy working closely with advisers and clients, and want to be part of a business that values professionalism, flexibility, and personal development, this could be an excellent next step. The Business This is a well-established financial planning firm that provides personalised advice across pensions, investments, protection, and retirement planning. The business has built its reputation on delivering high-quality client outcomes and maintaining exceptional standards of service. You will be joining a collaborative team environment where employee wellbeing, professional development, and client care sit at the heart of the business. The company offers a progressive culture with a strong focus on supporting staff both professionally and personally. The Role Working as an IFA Administrator, you will provide essential support to Financial Advisers and help ensure the smooth delivery of advice and ongoing client service. Your responsibilities will include: Processing new business across pensions, investments, ISAs, bonds, and protection products Preparing client review packs, valuations, and supporting documentation Obtaining policy information and illustrations from providers and platforms Submitting and managing letters of authority Maintaining accurate client records and updating back-office systems Liaising with clients, providers, and advisers regarding queries and outstanding requirements Ensuring all work is completed in line with FCA regulations and Consumer Duty requirements Working closely with advisers and paraplanners to deliver an outstanding client experience About You To be considered for this role, you should already have experience working within an IFA or wealth management environment and be confident managing a variety of administrative responsibilities across the financial planning process. Ideally, you will have: Experience in an IFA Administration role Experience dealing with pensions, investments, ISAs, protection, and related products Strong understanding of new business processing and ongoing client servicing Experience using provider platforms and back-office systems Excellent attention to detail and organisational skills Strong communication skills and a professional client-focused approach A proactive attitude and the ability to work effectively within a team environment Benefits 25 days annual leave plus bank holidays Your birthday off each year Additional paid leave during the Christmas shutdown period 9-day working fortnight with a paid day off every other week 5% employer pension contribution via salary sacrifice Death in Service cover of 10x salary Private Medical Insurance Healthcare Cash Plan Employee discounts and benefits programme Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme Additional Information This is an excellent opportunity to join a growing and highly regarded financial planning business that offers genuine work-life balance, strong employee benefits, and long-term career development within a supportive and professional environment. Synonyms: Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Principal Planning & Development Consultant Herefordshire (Hybrid Working) £45,000 - £60,000 + Benefits I'm currently partnering with a well-established, multi-disciplinary property and development consultancy looking to appoint a Principal Planning & Development Consultant to strengthen and grow their presence in Hereford. This is a key strategic hire. You'll take ownership of the planning and development function within their Herefordshire office, acting as the technical lead while driving growth, building networks and increasing market share across Herefordshire. The Opportunity You'll join a collaborative team of planners, surveyors, engineers, architects and archaeologists. The business offers the breadth and backing of a larger consultancy, while maintaining the agility and autonomy of a close-knit regional office. This role blends hands-on delivery with leadership and commercial strategy. Your Responsibilities Act as the figurehead for planning within the Hereford office Deliver high-quality planning consultancy across a range of sectors Provide both general and strategic planning advice to clients Lead the preparation and coordination of planning applications Manage post-planning negotiations and appeal work Oversee projects through technical design, procurement and construction phases Coordinate internal and external teams to ensure successful project delivery Mentor and develop junior team members Strengthen existing client relationships and build new networks with developers, landowners, promoters and agents Increase brand awareness and win new instructions across Herefordshire Cross-sell complementary services including Land Promotion, Agency and Valuation Contribute to financial performance, improving efficiency and profitability About You MRTPI-qualified Strong experience delivering planning consultancy services Commercially aware with a track record of winning work and growing teams Confident managing clients and stakeholders Full UK driving licence What's On Offer Competitive salary (£45,000-£60,000 depending on experience) 35 days holiday (inclusive of bank holidays) + birthday off Additional leave for long service Private healthcare Paid professional memberships Employee Assistance Programme Discretionary bonus potential If you're looking for a role where you can genuinely shape a regional planning offer and make a visible impact, this is well worth a conversation. Contact Georgia Cookson (phone number removed) (url removed) Job Reference Number: 67011

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: North West Salary: Competitive (Dependent on Experience) Benefits: 25 days' annual leave plus bank holidays Birthday leave Paid Christmas shutdown leave 9-day working fortnight (paid day off every other week) 5% employer pension contribution via salary sacrifice Employer National Insurance savings rebated into pension plan Death in Service cover (10x basic salary) Private Medical Insurance Healthcare Cash Plan Scheme Employee discounts and salary sacrifice benefits programme Staff discount card with partner offers Financial support and study leave for professional qualifications Referral bonus scheme Discretionary performance bonus scheme About the Company: Our client is a well-established Independent Financial Advice firm with a strong reputation for delivering high-quality, personalised financial planning solutions. The business specialises in pensions, investments, inheritance tax planning and wealth management, helping clients achieve their long-term financial objectives through tailored advice and exceptional service. The firm is committed to maintaining the highest professional standards and ensuring all advice is delivered in line with FCA regulations and Consumer Duty principles. Key Responsibilities: Prepare detailed and accurate suitability reports, financial plans and recommendations tailored to client objectives. Conduct comprehensive research and analysis to support financial planning recommendations. Provide technical support to Financial Advisers across pensions, investments, protection, trusts, bonds and inheritance tax planning. Ensure all advice and documentation comply with FCA regulations and Consumer Duty requirements. Maintain accurate and up-to-date client records and files. Liaise closely with Advisers to understand client needs and ensure timely completion of reports. Support the delivery of excellent client outcomes through effective collaboration with colleagues. Keep abreast of regulatory developments and industry best practices. What We're Looking For: Minimum of 3 years' paraplanning experience within a UK Independent Financial Advice firm. Experience working across a broad range of financial products and wrappers, including pensions, protection, bonds and trusts. Level 4 Diploma in Regulated Financial Planning (or equivalent) completed or nearing completion, supported by relevant industry experience. Strong understanding of FCA regulations and Consumer Duty principles. Excellent report-writing, analytical and research skills. Exceptional attention to detail and commitment to producing high-quality work. Strong organisational skills with the ability to manage multiple priorities and deadlines. Proficiency in financial planning software and Microsoft Office applications. Professional communication skills with the ability to explain technical concepts clearly. Desirable Skills: Experience with complex inheritance tax planning solutions. Knowledge of AIM portfolios and Business Relief (BR) arrangements. Experience supporting high-net-worth and complex client cases. Ability to work independently while contributing effectively as part of a wider team. Proactive and client-focused approach with strong problem-solving abilities. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). There s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway? The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability. HERE S WHAT YOU LL NEED: You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You ll also need to have cash flow modelling experience (ideally Voyant). The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better. The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. - Time for change? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.

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!

Paraplanner Based Bristol Salary: £40,000 - £45,000 depending on experience + 10% Employer Pension Contribution + Discretionary bonus scheme About the Opportunity Our client is a highly successful and growing Wealth Management Practice known for delivering an exceptional, client centred financial advice service. As part of their continued expansion, they are seeking an experienced Paraplanner to join their team and provide high-quality technical support. This role offers full exam support for candidates who do not yet hold the full Diploma, provided they bring strong paraplanning experience . The Role The Paraplanner will play a vital role in supporting the practice's advice process, ensuring all client recommendations are accurate, compliant, and delivered to the highest standard. Working in a pod system, you will be responsible for preparing high-quality reports and ensuring suitability across all advice areas. This position is ideal for someone detail-focused, technically strong and confident working independently Key Responsibilities Produce high-quality, compliant suitability reports Conduct detailed research across pensions, investments, IHT and retirement planning Analyse client information and prepare recommendations for the Advisers Maintain accurate and compliant records Prepare review reports, cashflow data and documentation for client meetings Liaise professionally with clients, providers and internal teams Ensure all advice aligns with the firms' regulatory requirements and risk standards Support ongoing advice processes including reviews, switches and servicing About You The ideal candidate will have solid experience as a Paraplanner and be confident supporting the full financial planning process. Essential Skills & Experience Proven paraplanning experience High level of technical understanding across pensions, investments and protection Excellent attention to detail and accuracy Confident producing full suitability/recommendation reports Strong understanding of compliance requirements in a regulated environment What Our Client Offers 10% Employer Pension Contribution after 12 months Discretionary bonus scheme Full exam support toward Diploma or Chartered Supportive and collaborative team culture Opportunity to work closely with advisers in a pod system Please apply to find out more! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year Application question(s): Do you have Paraplanning experience within a wealth planning practice? Work Location: Hybrid remote in Bristol

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 click apply for full job details

Hampshire Engineering Services' (ES) Quantity Surveying section is part of the Contracts Section within ES. We're looking for a proactive and motivated Senior Quantity Surveyor to join our growing team of dedicated commercial professionals. This role offers the opportunity to take ownership of projects, develop your technical expertise, and contribute to the commercial success of a diverse portfolio of work. You'll be working closely with quantity surveyors, project managers, engineers and clients, supporting the full commercial lifecycle from initial estimates through to final accounts. For further information about our service and our recent projects, please visit Engineering Services Careers . The Role: To provide a full professional quantity surveying function (construction, financial, contractual and procurement management) to the Department for the implementation of construction projects in accordance with the Council's requirements. To support the Principal Quantity Surveyor, as required, with the management of the QS Section including giving guidance to other project and technical staff. You will play a key role in managing the financial and contractual aspects of projects from inception through to completion. The role focuses on ensuring that projects are delivered within budget and provide value for money. What you'll do: In this role, you will prepare tender documentation, including Bills of Quantities, and develop cost estimates, budgets, and cost plans across all stages of design. You will administer NEC4 contracts, managing compensation events, early warnings, and contractual notices, while carrying out site measurements and valuations to assess progress and payment applications. You will be responsible for ensuring effective cost control across capital and maintenance projects, producing accurate financial reports, and forecasting final outturn costs. Working closely with project managers and clients, you will establish budgets, assess contractor entitlements, and contribute to successful final account settlements. The role also involves implementing contract and procurement strategies, managing project delivery within agreed timescales and budgets, and coordinating internal teams and external consultants. Strong collaboration with engineers, planners, contractors, and stakeholders is essential to ensure accurate cost information and sound commercial decision-making. In addition, you will support risk management activities, contribute to best practice in contract administration, mentor junior staff, and ensure compliance with organisational procedures and financial regulations. What we're looking for: We are seeking a candidate educated to HND or degree level in a relevant discipline, ideally holding MRICS status or equivalent experience. You will have proven experience in quantity surveying within a civil engineering environment, with a strong working knowledge of the Model Contract Documents for Highways Works and the New Engineering Contract. You will demonstrate excellent communication skills and a positive approach to personal development and supporting others. A good understanding of Standing Orders, Financial Regulations, and Codes of Practice within a local authority setting is essential, along with familiarity with council structures and procedures. The successful candidate will be able to manage and deliver small to medium-sized construction contracts to financial completion with minimal supervision. You will also be responsible for producing accurate cost estimates across all project stages, ensuring appropriate funding is secured. Strong organisational skills are required to manage workload effectively and meet time and cost objectives. You will build and maintain effective relationships with internal and external stakeholders, promote best practice, and support team development through mentoring and a commitment to continuous professional development. Please note: We are unable to offer sponsorship for this role and therefore it is essential that you already have the Right to Work in the UK before applying.

Financial Planning Administrator (Apply online only) Manchester / Hybrid (3 days WFH) NJR Recruitment are pleased to be yet again working in Partnership with an impressive firm of Independent & Chartered Financial Planners based in the Heart of Manchester City Centre. Founded in 2016, Our client typically advises high net worth individuals or families, or high-income professionals across all sectors. They also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale. A Senior Administrator is now required to form part of their professional and friendly team in which the successful candidate will be fully responsible for a demanding and varied role. Duties will consist of: " Complete all compliance administration associated with new business. " Ensure new business submitted to the insurance company is fully completed and compliant. " Ensure that all new business is input to iO accurately, including fee/commission expectation. " Monitor new business progress and chase outstanding documentation. " Accurately check and issue policy documents. " Produce quotations as requested using Assure web or other databases as required and requesting illustrations from providers. " Complete all general correspondence as required ensuring that the Adviser and clients are provided with an effective and efficient service. " Produce client summaries/valuations as requested for new and existing clients within specified deadlines. " Advise product providers of changes of agency (LOA's) " Deal with clients in relation to queries on their policies/investments and ensuring that any necessary changes are completed by the product provider. " Maintain up to date records for new business submissions and pipeline. " Liaise effectively with clients, product providers and Directors. " Provide any general information as requested by clients, Directors or the management team. " Answer the telephone in a polite and professional manner. " Assist other Administrators/Advisers as required/requested. " General typing of correspondence. " Co-ordination of Adviser's diary, such as making appointments. " Attend relevant internal or external training. " Attend provider training sessions in relevant subjects. " Undertaking any other reasonable duties, as requested. Skills and Experience " Previous experience in an IFA environment " Interpersonal skills - able to work as part of a team and communicate professionally with clients " Proactive - willing to continue to develop, be enthusiastic " Highly organised, methodical, disciplined and meticulous " Ability to prioritise " Computer literate - Outlook, Word, Excel " Excellent keyboard skills " Knowledge of Intelliflo (iO), provider websites (particularly Cofunds/AJ Bell) would be preferable Candidates applying for the role should offer some form of experience working in the financial services sector from IFA firms or Product Providers. If you are interested in this role, then apply directly or for further information speak to one of our specialist consultants quoting reference NJR16773

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.

Paraplanner vacancy Farnborough offices (Hampshire) £39k plus bonuses and benefits 25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you complete My client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing. The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and help upskill you. A sound knowledge of the admin process across pensions, investments, tax planning and retirement planning is necessary. There is a route to advising via my client's adviser academy. If this role sounds of interest or any other roles I am working on please get in touch.

Project Engineer (MEICA) The Role As Project Engineer within the MEICA business, you will bring demonstrable MEICA or industrial installation experience and practical skills to the team. You will provide the detailed technical input to the project and ensure works are safe and meet the specifications prior to implementation. The Project Engineer will have a strong focus on achieving safety targets and have zero tolerance of unsafe working practices and occurrences. They will actively engage the project construction team in the successful implementation of project delivery. Working closely with the Project Manager and the project team, you will ensure that project related activities are planned and executed to meet the project requirements in a safe and cost-effective manner. Key Responsibilities Supporting the Project Management team in the delivery of MEICA projects. Production of functional specifications, contractor selection and ensuring that all supporting scope is delivered on time. Provide data to the project Commercial manager / QS in respect to variation orders and site instructions. Manage suppliers of engineering services across all technical disciplines. Liaise with any consultants, subcontractors, supervisors, planners, quantity surveyors and the general workforce involved in the project. Liaise with clients and their representatives (architects, engineers, and surveyors), including attending regular meetings to keep them informed of progress. Developing and reviewing tender documents, both for consultants and construction works. Understanding project risks and co-ordinating mitigation activities. Carrying out Technical Assurance checks and audits of contractor activities and outputs through the detail design and construction phases of projects. Assisting in the resolution of engineering issues arising through project delivery and ensure quality control. Manage multiple engineering aspects of projects from inception to completion, ensuring they meet technical and quality standards. Collaborating with project stakeholders, including clients, architects, and contractors, to understand project requirements and objectives. Developing and overseeing project plans, schedules, and budgets, ensuring projects are completed on time and within budget. Supporting the project team in preparing detailed MEICA & interface engineering drawings, schematics, and technical documentation. Working with the project team by assigning in tasks and providing technical guidance and mentorship. Understanding project risks and co-ordinating the mitigation activities ensuring compliance with safety regulations throughout the project. Coordinating with other engineering disciplines, such as mechanical and civil engineers, to ensure integrated and coordinated project designs. Participating in site visits and inspections to monitor progress, resolve technical issues, and ensure quality control. Troubleshooting with the project team in resolving MEICA related issues that may arise during project execution. Ensuring that projects adhere to codes, standards, and industry best practices. Managing project documentation, including technical reports, change orders, and project records. Providing technical support to clients and addressing their inquiries and concerns. Keeping up to date with advancements in electrical engineering technology and best practices. Preparing and delivering project progress reports and presentations to clients and project stakeholders About you Essential Ability to liaise at all levels A team player with the ability to co-ordinate project-related activities with clients' consultants and 3rd parties Good organisational skills Methodical approach with a clear focus on client, customer, and quality Strong leadership qualities and a natural problem solver Able to prioritise a varied workload and demonstrate good time management to comply with deadlines Able to work in a busy environment under pressure Educated to Degree level or equivalent in an Engineering related subject, ideally in the field of Mechanical, Electrical, ICA or Manufacturing SMSTS or NEBOSH qualified Relevant CSCS Card (Either Experienced Technical Supervisor, Supervisory, Professionally Qualified Person, or Manager) Previous experience working in a similar role Familiar with programme management and maintenance Proficient with IT specifically full Office 365 suite Knowledge of health and safety legislation regarding safe work practise SSSTS / SMSTS CSCS card 1st Aid trained Understanding the importance of promoting a safety culture on-site Desirable WIMES Standards familiarisation Experience of working within the utilities industry, especially Water & Wastewater Strong programme and schedule management experience Working knowledge of Microsoft office package Commercial and contract experience Knowledge of MF1, NEC, IChemE or similar model contracts Thames Water Safety Passport EUSR Water Hygiene card Caring and investing in you What we offer: Competitive salary Company Pension Life Assurance Private Medical 25 days of annual leave in addition to 8 public bank holidays and loyalty days 8 hours volunteering Employee Assistance Programme to support your mental, physiological and financial wellbeing Flexible benefits via salary sacrifice Tickets/training/certs required- Authorised Person Electrical (Desirable) - SMSTS - EUSR - CSCS Specific experience required- - Design and build of infrastructure projects - Pumping stations and systems in the water industry. - Experience delivering projects for regulated water companies. - Power resilience and liaison with DNOs. - HV/LV systems and transformers. - ICA and systems integration. - Commissioning and handover of the above. - HAZOP & ALM - Understanding of hydraulic systems. - Procurement of equipment and subcontracts. - Supervision of direct and subcontract delivered MEICA works. - Familiarisation with WIMES standards - Knowledge of NEC contracts Specific experience required - Strong technical knowledge and practical experience of managing design, installation, testing and commissioning of MEICA systems: pumps, valves, transformers, Ring Main Units, LV Switchgear, PLCs, MCCs, Remote Terminal Unit, instrumentation, control systems, systems integration (SCADA/Telemetry) etc. - Supervision of direct and subcontract delivered MEICA works. - Knowledge of NEC contracts - Understanding of hydraulic systems. - Liaison with DNOs. - Experience delivering projects for regulated water companies. - Experience with HAZOP & ALM, FAT/SAT of the above, commissioning procedures of the above, inspection/test records, and documentation for project handover. - Experience in writing MEICA technical specification - Experience in MEICA WIMES standards - Procurement of equipment and subcontracts. - Experience in reviewing technical MEICA design drawings and specifications including Single Line Diagrams, MCC panel schematics, System/Network Architecture Drawings and Functional Design Specifications for SCADA and Telemetry

Introduction Saab UK is part of Scandinavia's largest defence company, bringing together the best of Swedish and British innovation. Saab offers world-leading solutions and services in defence, aviation, space, and civil security to keep people and society safe. Our UK presence has been growing at pace, meaning we can offer a wide range of opportunities for personal fulfilment and career growth. We currently employ over 600 people across eight sites in the UK, and our specialisations include software engineering, underwater robotics, radars, AI, and armed forces training. What you will be part of Saab is a leading defence and security company with an enduring purpose, to help nations keep their people and society safe. Empowered by its 28,000 talented people, Saab constantly pushes the boundaries of technology to create a safer and more sustainable world. Saab designs, manufactures and maintains advanced systems in aeronautics, weapons, command and control, sensors and underwater systems. Saab is headquartered in Sweden. It has major operations all over the world and is part of the domestic defence capability of several nations. The Role This role will be working closely with the Program Manager, Work Package Leads and project Financial Controller to create and maintain project plans. Key Responsibilities Establish and maintain a hierarchy of plans from Program to Work Package level Develop and maintain the schedule granularity for each work package to enable an appropriate level of control and reporting Ensure dependencies between work packages are reflected in the delivery schedule Develop a consistent format for project plans across the project Provide "progress against plan" reporting at an appropriate level for team members, Program Manager and Steering Groups explaining variances from baseline plan Actively support the project risk and issue management process Support the transition of the project plans into a Project Portfolio Management (PPM) tool Knowledge and Experience Minimum 3 years' relevant experience working in New Product Development and New Product Introduction projects Highly proficient in Microsoft Project, Jira and Excel Experience of working with ERP/MRP Experience of working with a Project Portfolio Management (PPM) tool A project management qualification (e.g. APM, Prince2, PMI) is preferable By submitting an application to Saab UK you consent to undertaking workforce screening activities that may include but are not limited to: Baseline Personnel Security checks, National Security Vetting, reference checks, verification of working rights and in all circumstances preferred candidates will be placed through a security interview.

?IFA Administrator - Part-Time (3-4 Days) Hybrid Working £30,000 FTE (Pro Rata, £15.50 an hour) + Benefits Reference: 10281 Location: Cheshunt Recruit UK are recruiting for a well-established and growing Independent Financial Planning firm who are looking to appoint an IFA Administrator following an internal promotion within the team. This is a fantastic opportunity to join a collaborative and supportive business that actively promotes internal progression, with a clear structure across advisers, paraplanners, and administration. The Role: Provide administrative support to Financial Advisers and Paraplanners Process and submit new business accurately and efficiently Manage banking tasks and liaise with providers Assist with compliance processes, including secondary sign-off Maintain high-quality client records and documentation What They're Looking For: Previous experience within an IFA / Financial Planning environment Strong knowledge of new business processing and provider platforms Experience with banking and compliance procedures High attention to detail and strong organisational skills A proactive, team-oriented approach Salary & Benefits: £30,000 FTE (4 days = £24,000) 3 or 4 days per week 9:00am - 5:30pm Hybrid working (40% WFH - typically 1 day per week) 25 days holiday + bank holidays (pro rata) 8% employer pension contribution Private medical cover Discretionary bonus Additional Info: Team of 13 including Advisers, Paraplanners, and Administrators Strong culture with genuine progression opportunities Target start date: 1st May This role is ideal for an experienced IFA Administrator seeking flexibility, stability, and long-term development within a high-quality financial planning environment.

IFA Administrator Salary: £32,000 Location: Office-Based Job Type: Full-time, Permanent About the Role An excellent opportunity has arisen for an experienced and organised IFA Administrator to join a growing financial planning team. This role will support paraplanners and advisers by ensuring the smooth and efficient delivery of administrative processes across the business. The successful candidate will play a key role in maintaining high service standards, supporting client communications, and managing provider interactions within a fast-paced financial services environment. Key Responsibilities Preparing client-facing documents including cover letters, review packs, and supporting documentation Managing diaries and arranging initial and annual client review meetings Processing Letters of Authority (LoAs) and requesting policy information from providers Chasing providers for outstanding documentation and updates Preparing and sending monthly valuation reports and client statements Ensuring compliance documentation is accurate, complete, and correctly stored Updating client records and fact-find information within internal systems Handling incoming calls and responding to client and provider queries professionally Scanning, filing, and categorising documents within company systems Managing and tracking workflow tasks through a ticketing system Supporting the wider team with general administrative duties as required Skills & Experience Required Previous experience within an IFA or financial planning environment Strong attention to detail and excellent organisational skills Confident communication skills, both written and verbal Ability to manage workloads effectively and meet deadlines Experience using financial planning software and Microsoft Office Proactive and team-oriented approach Strong client service focus and professional manner Benefits Competitive salary of £32,000 Supportive and collaborative working environment Career progression opportunities within financial services Ongoing training and development

Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role

Job Title: Senior Associate Town Planner Location: London Penguin Recruitment is delighted to be supporting a leading employee-owned multidisciplinary consultancy in the recruitment of an experienced Senior Associate Town Planner to join their growing Town Planning team. This is an outstanding opportunity for a Chartered Town Planner looking to take the next step in their career within a progressive organisation that places a strong emphasis on people, collaboration, sustainability, and professional development. The successful candidate will join a highly regarded planning team, working alongside Architects, Urban Designers and Landscape Architects on a diverse portfolio of major development projects across the UK. You will play a key role in leading complex planning applications, providing strategic planning advice, mentoring team members, and contributing to the future growth of the business. The Role As a Senior Associate Town Planner, you will be a key member of the Planning Leadership Team, helping to shape the strategic direction of the department while delivering high-quality planning solutions for a broad range of public and private sector clients. Key responsibilities include: Leading and managing complex planning application projects and major development proposals. Providing strategic planning advice to clients and internal project teams. Acting as a trusted advisor and maintaining strong client relationships. Supporting business development activities, including bid preparation and winning new work. Contributing to wider growth strategies across key sectors and client groups. Mentoring, developing and supporting junior team members. Assisting with team management, recruitment and staff development initiatives. Supporting the financial performance and strategic objectives of the planning team. Collaborating within multidisciplinary project teams to deliver successful development outcomes. Requirements Chartered Member of the Royal Town Planning Institute (MRTPI). Minimum of five years' post-qualification planning experience. Strong background in development management and/or strategic planning. Experience managing complex planning applications and development projects. Proven ability to manage and develop people or teams. Commercial awareness with experience managing project financial performance. Strong client-facing and relationship management skills. A collaborative approach with a passion for delivering high-quality planning outcomes. Ideally, candidates will have experience across one or more of the following sectors: Education Healthcare Institutional Development Mixed-Use Urban Regeneration Technology & Innovation Benefits Employee Ownership Trust with the opportunity to share in the success of the business. Flexible and hybrid working arrangements. Clear career progression and genuine career autonomy. Comprehensive benefits package including private healthcare. Supportive and collaborative working environment. Opportunity to work on high-profile and nationally significant projects. Strong commitment to diversity, inclusion and employee wellbeing. Interested? For further information on this opportunity, or to discuss your career options in confidence, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)