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Premier Jobs UK Limited
Paraplanner
Premier Jobs UK Limited Coventry, Warwickshire
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 24, 2026
Full time
Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Premier Jobs UK Limited
Paraplanner
Premier Jobs UK Limited Rickmansworth, Hertfordshire
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
May 24, 2026
Full time
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm. Key responsibilities include • Preparing clear and compliant reports for a variety of advice areas, including higher level planning • Handling more technical cases, particularly within inheritance tax mitigation and business relief • Working collaboratively with Advisors to ensure smooth client journeys • Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements • You need to have Minimum 3 years of paraplanning experience • You should have strong technical knowledge, particularly around IHT and BPR cases • You should have Ability to work independently and hit the ground running essential • Ideally you should have experience supporting multiple Advisers The Company This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability. Paraplanner Benefits • Salary circa £40,000 to £50,000 • Hybrid working considered, with office bases available across multiple locations • Standard pension • 20 days holiday rising to 25 with length of service (plus bank holidays) Location Candidates should be within a reasonable commute of the firm's offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals. If this sounds like the right next step for you, we encourage you to apply today. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Dynamo
Paraplanner
Dynamo Camberley, Surrey
Job Description Camberley / Hybrid (after probation) Full-timeDynamo is looking for a driven Paraplanner to join our growing Mortgage Services team, working alongside one of the countries top selling, award-winning broker on complex, high-value mortgage cases.This is an active case-handling role, managing mortgage applications from submission to completion, ensuring accuracy and speed while working with high net worth clients being sure to deliver exceptional customer service at every stage. What you'll be doing: Working within a dedicated team to manage mortgage cases end-to-end alongside your dedicated broker Submit applications and review supporting documents against lender criteria Liaise with clients, lenders, solicitors, and underwriters Keep CRM records and compliance documentation fully up to date Support complex cases, including bridging and development finance Deliver exceptional service while meeting team targets What we're looking for: Strong mortgage case handling experience (complex cases a plus) Minimum of 3 years industry experience Someone looking to take the next step in their mortgage career who is a fast learner. Highly organised with excellent attention to detail Confident communicator (written and verbal) Thrives in a fast-paced, deadline-driven environment Professional, proactive, and team-oriented Why Dynamo? Work alongside an award-winning broker Join a supportive, high-performing team Successful and driven colleagues enjoy social events Training and career development opportunities Aviva Digicare+, including annual health check up/blood test, 24/7 access to remote NHS GP and nutritional and mental health services. Perks at Work - Discounts on products and services inc electrical & Travel. Discounts on estate agency, mortgage, conveyancing and surveying services. Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme. Company Pension and Day 1 Life assurance for all colleagues. CeMAP (or equivalent) is desirable but not essential, training will be provided for the right candidate. If you're coming from a bank, building society, broker or insurance background and feel ready to take your mortgage career to the next level, Dynamo is here to support your journey.MS03378
May 24, 2026
Full time
Job Description Camberley / Hybrid (after probation) Full-timeDynamo is looking for a driven Paraplanner to join our growing Mortgage Services team, working alongside one of the countries top selling, award-winning broker on complex, high-value mortgage cases.This is an active case-handling role, managing mortgage applications from submission to completion, ensuring accuracy and speed while working with high net worth clients being sure to deliver exceptional customer service at every stage. What you'll be doing: Working within a dedicated team to manage mortgage cases end-to-end alongside your dedicated broker Submit applications and review supporting documents against lender criteria Liaise with clients, lenders, solicitors, and underwriters Keep CRM records and compliance documentation fully up to date Support complex cases, including bridging and development finance Deliver exceptional service while meeting team targets What we're looking for: Strong mortgage case handling experience (complex cases a plus) Minimum of 3 years industry experience Someone looking to take the next step in their mortgage career who is a fast learner. Highly organised with excellent attention to detail Confident communicator (written and verbal) Thrives in a fast-paced, deadline-driven environment Professional, proactive, and team-oriented Why Dynamo? Work alongside an award-winning broker Join a supportive, high-performing team Successful and driven colleagues enjoy social events Training and career development opportunities Aviva Digicare+, including annual health check up/blood test, 24/7 access to remote NHS GP and nutritional and mental health services. Perks at Work - Discounts on products and services inc electrical & Travel. Discounts on estate agency, mortgage, conveyancing and surveying services. Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme. Company Pension and Day 1 Life assurance for all colleagues. CeMAP (or equivalent) is desirable but not essential, training will be provided for the right candidate. If you're coming from a bank, building society, broker or insurance background and feel ready to take your mortgage career to the next level, Dynamo is here to support your journey.MS03378
Bulkhaul
Logistics Planner
Bulkhaul Thornaby, Yorkshire
Job Title: Logistics Planner Location: Middlesbrough Salary: Competitive, dependent upon experience and qualifications Job Type: Permanent - Full Time The Company: Bulkhaul Limited is a global leader in the transportation of bulk liquids, dry bulk and gases. Established in 1981, we pride ourselves on providing reliable, efficient, and safe logistics solutions to our customers worldwide. Our Middlesbrough headquarters is a dynamic and fast-paced environment where dedication and teamwork drive our success. About The Role: We are seeking a motivated and detail-oriented Logistics Planner to join our team. The ideal candidate will support our operations department in ensuring the smooth and efficient transportation of goods. This role requires excellent organisational skills, a proactive approach, and the ability to work well under pressure. Key Responsibilities Assist in the coordination and management of daily logistics operations. Communicate with external suppliers, and internal teams to ensure timely delivery of services. Maintain accurate records and documentation. Monitor and track shipments to ensure on-time delivery and address any issues that arise. Prepare and process related documents. Support the operations team in planning and executing schedules. Liaise with the Customer Service Team to handle inquiries and provide timely updates on shipment status. Assist in resolving operational issues and discrepancies. Provide out of ours cover as required on a rotating basis along with other team members. Ensure compliance with company policies and relevant legal and regulatory requirements. Contribute to continuous improvement initiatives to enhance efficiency and customer satisfaction. About you: Core Skills: Previous experience in logistics, transportation, or operations support is preferred. Strong organisational skills and attention to detail. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). NVQ Diploma or equivalent; additional qualifications in logistics, supply chain management, or related fields are a plus. Knowledge of logistics software and systems is an advantage. Proactive problem-solving skills and the ability to work independently and as part of a team. What We Offer: Various Pension Schemes. Private Health Cover, with access to a Digital GP. Death in Service Benefit. 33 days holiday per annum, Including bank holidays. A supportive and collaborative work environment. Excellent office facilities on a site with 24 hr security. Secure onsite parking Opportunities for career development and progression within a global company. Comprehensive training. Employee assistance program and well-being initiatives. Additional Information: Bulkhaul Limited is an equal opportunity and disability confident employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join Bulkhaul Limited and contribute to a team that values dedication, innovation, and excellence in global logistics! Please click APPLY to be redirected to our careers page to complete your application. Please note that the role may not always be visible straight away on the careers page and therefore to apply if this role doesn't appear, you will need to click on the apply now button on another role and you will be given the option to select from a drop down of jobs. You should be able to then select the correct role from the drop down to proceed. Candidates with the relevant experience or job titles of: Logistics Planner, Transport Operations Executive, Goods In Coordinator, Distribution Co-Ordinator, Operations Administrator, Logistics Operations Executive, Import Co-Ordinator, Export Coordinator, Logistics Administrator, Logistics Coordinator, Shipment Coordinator, Export, Transport Coordinator, Logistics Supervisor, Stock Control Coordinator, Supply Chain Coordinator, Operations Administrator may also be considered for this role.
May 24, 2026
Full time
Job Title: Logistics Planner Location: Middlesbrough Salary: Competitive, dependent upon experience and qualifications Job Type: Permanent - Full Time The Company: Bulkhaul Limited is a global leader in the transportation of bulk liquids, dry bulk and gases. Established in 1981, we pride ourselves on providing reliable, efficient, and safe logistics solutions to our customers worldwide. Our Middlesbrough headquarters is a dynamic and fast-paced environment where dedication and teamwork drive our success. About The Role: We are seeking a motivated and detail-oriented Logistics Planner to join our team. The ideal candidate will support our operations department in ensuring the smooth and efficient transportation of goods. This role requires excellent organisational skills, a proactive approach, and the ability to work well under pressure. Key Responsibilities Assist in the coordination and management of daily logistics operations. Communicate with external suppliers, and internal teams to ensure timely delivery of services. Maintain accurate records and documentation. Monitor and track shipments to ensure on-time delivery and address any issues that arise. Prepare and process related documents. Support the operations team in planning and executing schedules. Liaise with the Customer Service Team to handle inquiries and provide timely updates on shipment status. Assist in resolving operational issues and discrepancies. Provide out of ours cover as required on a rotating basis along with other team members. Ensure compliance with company policies and relevant legal and regulatory requirements. Contribute to continuous improvement initiatives to enhance efficiency and customer satisfaction. About you: Core Skills: Previous experience in logistics, transportation, or operations support is preferred. Strong organisational skills and attention to detail. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). NVQ Diploma or equivalent; additional qualifications in logistics, supply chain management, or related fields are a plus. Knowledge of logistics software and systems is an advantage. Proactive problem-solving skills and the ability to work independently and as part of a team. What We Offer: Various Pension Schemes. Private Health Cover, with access to a Digital GP. Death in Service Benefit. 33 days holiday per annum, Including bank holidays. A supportive and collaborative work environment. Excellent office facilities on a site with 24 hr security. Secure onsite parking Opportunities for career development and progression within a global company. Comprehensive training. Employee assistance program and well-being initiatives. Additional Information: Bulkhaul Limited is an equal opportunity and disability confident employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join Bulkhaul Limited and contribute to a team that values dedication, innovation, and excellence in global logistics! Please click APPLY to be redirected to our careers page to complete your application. Please note that the role may not always be visible straight away on the careers page and therefore to apply if this role doesn't appear, you will need to click on the apply now button on another role and you will be given the option to select from a drop down of jobs. You should be able to then select the correct role from the drop down to proceed. Candidates with the relevant experience or job titles of: Logistics Planner, Transport Operations Executive, Goods In Coordinator, Distribution Co-Ordinator, Operations Administrator, Logistics Operations Executive, Import Co-Ordinator, Export Coordinator, Logistics Administrator, Logistics Coordinator, Shipment Coordinator, Export, Transport Coordinator, Logistics Supervisor, Stock Control Coordinator, Supply Chain Coordinator, Operations Administrator may also be considered for this role.
Modus Talent
Client Services Administrator
Modus Talent
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
May 24, 2026
Full time
CLIENT SERVICES ADMINISTRATOR £26,000 £30,000 Wolverhampton Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, administration and client communications are managed efficiently and professionally. Key responsibilities include: Scheduling and confirming client appointments Preparing client review packs and financial documentation ahead of meetings Managing incoming client calls, queries and correspondence Maintaining accurate client records and updating CRM systems Generating client correspondence and post-review documentation Liaising with external providers to obtain information and updates Processing fund switches, withdrawals and post-meeting actions Supporting advisers and paraplanners with business submissions and workflow management Managing mailboxes and prioritising workloads effectively Welcoming clients and maintaining a professional front-of-house experience This is an excellent opportunity for an organised and proactive administrator looking to develop within a professional and supportive wealth management environment. The Candidate Strong administrative and organisational skills Excellent written and verbal communication High attention to detail and accuracy Ability to prioritise workloads and work to deadlines Strong customer service and relationship management skills Proficient in Microsoft Office and CRM systems Proactive, collaborative and solutions-focused approach Experience within wealth management or financial services advantageous Knowledge of pensions, investments and FCA regulations beneficial Salesforce experience desirable The Package Salary £26,000 £30,000 Pension Private healthcare after probation Private medical cash plan including dental and optical cover 25 days holiday plus bank holidays Early finish on Fridays Team socials and supportive culture Ongoing training and development opportunities Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
Morson Edge
Planner
Morson Edge
Project Planner / Senior Planner Location: Bristol / Bridgwater / Hinkley Rates: Negotiable Overview We are currently looking to speak with experienced Project Planners and Senior Planners to support major infrastructure, engineering and construction programmes for a global consultancy. These roles will involve working within complex project environments, supporting the planning, coordination and delivery of large-scale programmes across sectors including energy, utilities, transportation, engineering and major construction. Key Responsibilities Develop and maintain integrated project programmes using Primavera P6 Support project delivery teams with planning, sequencing and progress tracking Monitor programme performance, critical path activities and key milestones Produce progress reports, lookaheads and programme updates Identify risks, delays and recovery opportunities within live programmes Coordinate with project managers, engineers, subcontractors and stakeholders Support change management, compensation events and schedule updates where required Ensure programmes align with contractual and project delivery requirements Requirements Experience working as a Planner, Planning Engineer or Senior Planner Strong Primavera P6 experience Background within construction, infrastructure, utilities, engineering or major projects Good understanding of project delivery and programme management principles Experience working within multi-disciplinary project environments Strong communication and stakeholder management skills Desirable Experience Experience across one or more of the below would be beneficial: Mechanical & Electrical (M&E / MEH) projects HVAC systems Energy, utilities or power infrastructure Rail, water or nuclear projects NEC contract environments Commissioning and installation planning What's on Offer Opportunity to work on major UK infrastructure programmes Long-term project pipeline Collaborative project environments Career development and progression opportunities Flexible working arrangements depending on project requirements These are hybrid contract roles requiring 2-3 site visits each week.
May 24, 2026
Contractor
Project Planner / Senior Planner Location: Bristol / Bridgwater / Hinkley Rates: Negotiable Overview We are currently looking to speak with experienced Project Planners and Senior Planners to support major infrastructure, engineering and construction programmes for a global consultancy. These roles will involve working within complex project environments, supporting the planning, coordination and delivery of large-scale programmes across sectors including energy, utilities, transportation, engineering and major construction. Key Responsibilities Develop and maintain integrated project programmes using Primavera P6 Support project delivery teams with planning, sequencing and progress tracking Monitor programme performance, critical path activities and key milestones Produce progress reports, lookaheads and programme updates Identify risks, delays and recovery opportunities within live programmes Coordinate with project managers, engineers, subcontractors and stakeholders Support change management, compensation events and schedule updates where required Ensure programmes align with contractual and project delivery requirements Requirements Experience working as a Planner, Planning Engineer or Senior Planner Strong Primavera P6 experience Background within construction, infrastructure, utilities, engineering or major projects Good understanding of project delivery and programme management principles Experience working within multi-disciplinary project environments Strong communication and stakeholder management skills Desirable Experience Experience across one or more of the below would be beneficial: Mechanical & Electrical (M&E / MEH) projects HVAC systems Energy, utilities or power infrastructure Rail, water or nuclear projects NEC contract environments Commissioning and installation planning What's on Offer Opportunity to work on major UK infrastructure programmes Long-term project pipeline Collaborative project environments Career development and progression opportunities Flexible working arrangements depending on project requirements These are hybrid contract roles requiring 2-3 site visits each week.
Boden Group
Programme Planner
Boden Group
Are you ready to advance your career in a fast-paced environment? A leading company in the Facilities Management industry is looking for a Programme Planner based in Greater London. This contract position offers an opportunity to leverage your planning skills and make a significant impact on project success. The Role As the Programme Planner, you ll: • Support day-to-day operations by collaborating closely with the delivery team on scheduling. • Utilise NEC4 planning obligations to ensure compliance and quality in project execution. • Apply time impact analysis techniques to assess project timelines effectively. • Manage risk through proactive early warnings and awareness initiatives. • Produce clear reports and communicate efficiently with internal stakeholders and external suppliers. You To be successful in the role of Programme Planner, you ll bring: • Strong knowledge of MEP processes and systems. • Proficiency in scheduling tools like MS Project or Primavera. • Excellent communication skills for engaging with diverse teams. • A solid understanding of risk management practices. • Proven ability to conduct time impact analysis. What's in it for you? This leading company in the Facilities Management industry is renowned for its commitment to innovation and project efficiency. With a strong focus on delivering quality services, they are at the forefront of industry advancements and maintain a collaborative team culture. As this is a contract role, focus on the nature and impact of the work is paramount. You will engage in diverse projects, collaborating with experienced colleagues to deliver results and gain valuable insights. Apply Now! To apply for the position of Programme Planner, click Apply Now and send your CV to Daniel Brown. Interviews are taking place now, so don t miss your chance to join this dynamic team.
May 24, 2026
Contractor
Are you ready to advance your career in a fast-paced environment? A leading company in the Facilities Management industry is looking for a Programme Planner based in Greater London. This contract position offers an opportunity to leverage your planning skills and make a significant impact on project success. The Role As the Programme Planner, you ll: • Support day-to-day operations by collaborating closely with the delivery team on scheduling. • Utilise NEC4 planning obligations to ensure compliance and quality in project execution. • Apply time impact analysis techniques to assess project timelines effectively. • Manage risk through proactive early warnings and awareness initiatives. • Produce clear reports and communicate efficiently with internal stakeholders and external suppliers. You To be successful in the role of Programme Planner, you ll bring: • Strong knowledge of MEP processes and systems. • Proficiency in scheduling tools like MS Project or Primavera. • Excellent communication skills for engaging with diverse teams. • A solid understanding of risk management practices. • Proven ability to conduct time impact analysis. What's in it for you? This leading company in the Facilities Management industry is renowned for its commitment to innovation and project efficiency. With a strong focus on delivering quality services, they are at the forefront of industry advancements and maintain a collaborative team culture. As this is a contract role, focus on the nature and impact of the work is paramount. You will engage in diverse projects, collaborating with experienced colleagues to deliver results and gain valuable insights. Apply Now! To apply for the position of Programme Planner, click Apply Now and send your CV to Daniel Brown. Interviews are taking place now, so don t miss your chance to join this dynamic team.
BRIDGEND COUNTY BOROUGH COUNCIL
Senior Officer Highways Development Control
BRIDGEND COUNTY BOROUGH COUNCIL Bridgend, Mid Glamorgan
37 hours per week Do you want to play a hands-on role in shaping how development comes forward across Bridgend County Borough, helping to ensure new schemes are delivered safely, efficiently and with the right transport infrastructure in place? An exciting opportunity has arisen for a motivated and capable professional to join the Highways Development Control team at Bridgend County Borough Council, within the Planning and Development Services Group. This is a key role within a well-established and supportive team that sits at the centre of the planning process and works closely with planners, developers and engineers to manage the transport impacts of development. The role focuses on providing professional highway and transportation advice on a wide range of planning applications, from smaller developments through to more complex schemes. You will assess transport implications, carry out site visits, engage with applicants and agents, and prepare clear, proportionate and defensible responses to the Local Planning Authority. The role also involves advising on appropriate mitigation, supporting Section 106 discussions, and contributing to the delivery of new or improved transport infrastructure where required. You will work closely with colleagues across highways and planning, as well as external consultants, developers and elected members. The role requires sound judgement, clear communication and a practical, solution-focused approach. With support from senior colleagues, you will take responsibility for your own caseload and contribute positively to the wider work of the team. This role would suit someone with experience in highways, transport or planning who is looking to develop their career within highways development control. Previous direct HDC experience is welcomed but not essential, and we are keen to hear from applicants who have been exposed to development-related transport or highway work and are ready to build their expertise in this area. For an informal discussion about the role please contact: Leigh Tuck Strategic Transport and Highways Development Control Team Leader Protecting children, young people or adults at risk is a core responsibility of all council employees. A valid driving licence is requirement for this post. The council's Hybrid Working Policy applies to this post. This provides a framework for establishing how you will undertake working hours between your home and the office. Under the provisions of the Local Government and Housing Act 1989 this post is designated as politically restricted. Closing Date: 10 June 2026 Benefits to working at Bridgend County Borough Council Job Description & Person Specification
May 24, 2026
Full time
37 hours per week Do you want to play a hands-on role in shaping how development comes forward across Bridgend County Borough, helping to ensure new schemes are delivered safely, efficiently and with the right transport infrastructure in place? An exciting opportunity has arisen for a motivated and capable professional to join the Highways Development Control team at Bridgend County Borough Council, within the Planning and Development Services Group. This is a key role within a well-established and supportive team that sits at the centre of the planning process and works closely with planners, developers and engineers to manage the transport impacts of development. The role focuses on providing professional highway and transportation advice on a wide range of planning applications, from smaller developments through to more complex schemes. You will assess transport implications, carry out site visits, engage with applicants and agents, and prepare clear, proportionate and defensible responses to the Local Planning Authority. The role also involves advising on appropriate mitigation, supporting Section 106 discussions, and contributing to the delivery of new or improved transport infrastructure where required. You will work closely with colleagues across highways and planning, as well as external consultants, developers and elected members. The role requires sound judgement, clear communication and a practical, solution-focused approach. With support from senior colleagues, you will take responsibility for your own caseload and contribute positively to the wider work of the team. This role would suit someone with experience in highways, transport or planning who is looking to develop their career within highways development control. Previous direct HDC experience is welcomed but not essential, and we are keen to hear from applicants who have been exposed to development-related transport or highway work and are ready to build their expertise in this area. For an informal discussion about the role please contact: Leigh Tuck Strategic Transport and Highways Development Control Team Leader Protecting children, young people or adults at risk is a core responsibility of all council employees. A valid driving licence is requirement for this post. The council's Hybrid Working Policy applies to this post. This provides a framework for establishing how you will undertake working hours between your home and the office. Under the provisions of the Local Government and Housing Act 1989 this post is designated as politically restricted. Closing Date: 10 June 2026 Benefits to working at Bridgend County Borough Council Job Description & Person Specification
Thrive Group
Production Planner
Thrive Group Westbury, Wiltshire
Thrive Group are delighted to be working with our client in Frome, who is actively looking to recruit a Production Planner t to join the team on a 12-month fixed term contract What you will be doing: You will be responsible for developing and executing weekly production schedules and support supply chain to maintain strong product availability click apply for full job details
May 24, 2026
Full time
Thrive Group are delighted to be working with our client in Frome, who is actively looking to recruit a Production Planner t to join the team on a 12-month fixed term contract What you will be doing: You will be responsible for developing and executing weekly production schedules and support supply chain to maintain strong product availability click apply for full job details
IDEX CONSULTING LTD
Administration Team Leader
IDEX CONSULTING LTD Leeds, Yorkshire
Overview We are seeking an experienced and proactive Administration Team Leader to oversee the day-to-day running of a busy client services administration function within a professional financial services environment. This role is responsible for leading, developing and supporting an administration team to deliver excellent client outcomes, operational efficiency and high service standards. The successful candidate will be a people-focused leader with strong organisational skills, a collaborative approach and a commitment to continuous improvement and regulatory excellence. Key Responsibilities People Leadership & Development Lead and manage the administration team on a day-to-day basis Provide direct line management, coaching and ongoing support to team members Conduct regular 1:1 meetings, performance reviews and feedback sessions Set clear expectations and monitor performance against agreed service standards and KPIs Support recruitment activities, onboarding and training of new team members Foster a positive, collaborative and supportive team culture Operational Delivery & Workload Management Plan, prioritise and allocate workloads to ensure SLAs and turnaround times are consistently achieved Maintain high levels of quality, accuracy and professionalism across all administration activities Resolve day-to-day operational issues and escalate risks, resourcing concerns or capacity challenges where appropriate Ensure processes are consistently followed and records remain accurate and audit-ready Client Service Excellence Champion a responsive, client-focused service culture Ensure client and Adviser queries are managed efficiently and resolved within agreed timescales Promote clear, consistent and professional communication across all client interactions Collaboration & Stakeholder Support Work closely with Advisers, Paraplanners and wider operational teams to ensure smooth and efficient client journeys Build strong internal relationships to support effective teamwork and service delivery Attend other office locations as required Process Improvement & Technology Identify opportunities to improve operational processes and team efficiencies Encourage consistent and effective use of CRM systems and workflow tools Produce and maintain simple management information (MI), including workload volumes, turnaround times and backlogs Share operational insights and recommendations to support continuous improvement Regulatory Compliance Ensure all activities are completed in line with FCA expectations, internal policies and data protection requirements Promote best practice and support internal audits and compliance reviews Maintain awareness of regulatory changes and ensure processes remain compliant Skills & Experience Required Previous experience leading or supervising an administration or client services team Experience within financial services, wealth management or a regulated environment is highly desirable Strong organisational and workload management skills Excellent communication and stakeholder management abilities Proven ability to coach, motivate and develop team members Strong attention to detail and commitment to quality standards Comfortable working with CRM systems and workflow management tools Good understanding of service KPIs, SLAs and operational reporting Knowledge of FCA regulations and data protection requirements preferred Personal Attributes Positive and collaborative leadership style Proactive, solutions-focused approach Calm under pressure with strong problem-solving skills High level of professionalism and accountability Continuous improvement mindset with a focus on delivering excellent client outcomes 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.
May 24, 2026
Full time
Overview We are seeking an experienced and proactive Administration Team Leader to oversee the day-to-day running of a busy client services administration function within a professional financial services environment. This role is responsible for leading, developing and supporting an administration team to deliver excellent client outcomes, operational efficiency and high service standards. The successful candidate will be a people-focused leader with strong organisational skills, a collaborative approach and a commitment to continuous improvement and regulatory excellence. Key Responsibilities People Leadership & Development Lead and manage the administration team on a day-to-day basis Provide direct line management, coaching and ongoing support to team members Conduct regular 1:1 meetings, performance reviews and feedback sessions Set clear expectations and monitor performance against agreed service standards and KPIs Support recruitment activities, onboarding and training of new team members Foster a positive, collaborative and supportive team culture Operational Delivery & Workload Management Plan, prioritise and allocate workloads to ensure SLAs and turnaround times are consistently achieved Maintain high levels of quality, accuracy and professionalism across all administration activities Resolve day-to-day operational issues and escalate risks, resourcing concerns or capacity challenges where appropriate Ensure processes are consistently followed and records remain accurate and audit-ready Client Service Excellence Champion a responsive, client-focused service culture Ensure client and Adviser queries are managed efficiently and resolved within agreed timescales Promote clear, consistent and professional communication across all client interactions Collaboration & Stakeholder Support Work closely with Advisers, Paraplanners and wider operational teams to ensure smooth and efficient client journeys Build strong internal relationships to support effective teamwork and service delivery Attend other office locations as required Process Improvement & Technology Identify opportunities to improve operational processes and team efficiencies Encourage consistent and effective use of CRM systems and workflow tools Produce and maintain simple management information (MI), including workload volumes, turnaround times and backlogs Share operational insights and recommendations to support continuous improvement Regulatory Compliance Ensure all activities are completed in line with FCA expectations, internal policies and data protection requirements Promote best practice and support internal audits and compliance reviews Maintain awareness of regulatory changes and ensure processes remain compliant Skills & Experience Required Previous experience leading or supervising an administration or client services team Experience within financial services, wealth management or a regulated environment is highly desirable Strong organisational and workload management skills Excellent communication and stakeholder management abilities Proven ability to coach, motivate and develop team members Strong attention to detail and commitment to quality standards Comfortable working with CRM systems and workflow management tools Good understanding of service KPIs, SLAs and operational reporting Knowledge of FCA regulations and data protection requirements preferred Personal Attributes Positive and collaborative leadership style Proactive, solutions-focused approach Calm under pressure with strong problem-solving skills High level of professionalism and accountability Continuous improvement mindset with a focus on delivering excellent client outcomes 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.
Truestar Talent Ltd
Financial Adviser
Truestar Talent Ltd Leicester, Leicestershire
Financial advice role with up to £70,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
May 24, 2026
Full time
Financial advice role with up to £70,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
Financial Divisions
Senior Chartered Financial Planner - London - on site - £75,000 - £80,000 Basic + Bonus
Financial Divisions
My client is entering an exciting phase of growth - and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory. This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets) , previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth. Why This Role Stands Out £75-80k basic salary plus bonus + commission Immediate access to a premium UHNW client book Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint Highly collaborative, visible role with direct influence across the business Clear progression into leadership or management as the firm scales Backed by strong marketing, lead generation, and a forward-thinking executive team A firm with serious, credible growth plans - and the investment to match What You'll Be Doing Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs Delivering sophisticated, fully independent financial planning at Chartered level Working closely with senior leadership as the business continues its expansion Playing a key role in shaping client strategy, proposition development, and best practice Collaborating with a high-performing team across advice, investment, and operations Contributing to business growth through both inherited relationships and new opportunities What We're Looking For Chartered Financial Planner (Level 6) - essential for this role Extensive experience advising HNW/UHNW clients Strong technical capability across pensions, investments, tax planning, and estate planning A relationship-builder who can inspire trust and deliver exceptional client outcomes Someone ambitious, commercially minded, and ready for a role with visibility and influence A team-player who thrives in a collaborative, modern, growth-driven environment To discuss confidentially, please send your CV to Ursula at Financial Divisions
May 24, 2026
Full time
My client is entering an exciting phase of growth - and looking for an exceptional Senior Chartered Financial Planner to join their London team at a pivotal moment in the firm's trajectory. This is not a typical adviser role. It's a rare opportunity to step directly into a high-value, ultra-high-net-worth client book (£2m+ average assets) , previously managed by a senior leader who is transitioning into a strategic role. You'll inherit deep, long-standing relationships while also shaping the next chapter of growth. Why This Role Stands Out £75-80k basic salary plus bonus + commission Immediate access to a premium UHNW client book Join a Chartered, award-winning, fast-expanding IFA with a strong industry footprint Highly collaborative, visible role with direct influence across the business Clear progression into leadership or management as the firm scales Backed by strong marketing, lead generation, and a forward-thinking executive team A firm with serious, credible growth plans - and the investment to match What You'll Be Doing Taking over and nurturing a portfolio of UHNW clients with complex, multi-generational planning needs Delivering sophisticated, fully independent financial planning at Chartered level Working closely with senior leadership as the business continues its expansion Playing a key role in shaping client strategy, proposition development, and best practice Collaborating with a high-performing team across advice, investment, and operations Contributing to business growth through both inherited relationships and new opportunities What We're Looking For Chartered Financial Planner (Level 6) - essential for this role Extensive experience advising HNW/UHNW clients Strong technical capability across pensions, investments, tax planning, and estate planning A relationship-builder who can inspire trust and deliver exceptional client outcomes Someone ambitious, commercially minded, and ready for a role with visibility and influence A team-player who thrives in a collaborative, modern, growth-driven environment To discuss confidentially, please send your CV to Ursula at Financial Divisions
Truestar Talent Ltd
Financial Adviser
Truestar Talent Ltd
Financial advice role with up to £100,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
May 24, 2026
Full time
Financial advice role with up to £100,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
King Lifting
Hire Desk Manager
King Lifting Bristol, Somerset
Job Title: Hire Desk Manager Location: Avonmouth, Bristol (Office Based) Salary: Depending on Experience Job Type: Permanent, Full Time Working Hours: Hours of work will be 8.00am to 5.30pm, Monday to Friday. King Lifting provides crane hire services to the construction industry along with plant and machinery movement solutions, operating from depots across the UK. We are a modern family-run business with a strong reputation and a proven track record within the industry. We are currently seeking an experienced Hire Desk Manager to take responsibility for the day-to-day operation and smooth running of our Bristol hire desk. This is an office-based role so you must live within a commutable distance to Avonmouth, Bristol. Key Responsibilities: Allocation of assets and labour on a daily basis. Handling inbound telephone enquiries ensuring all requests are actioned efficiently. Liaising with operatives to ensure all relevant information is provided prior to works commencing. Raising contracts, job sheets and operator tickets. Ensuring all operative training/medical requirements are up to date and compliant with Company policies. Procuring plant, labour and equipment from external suppliers when required. Liaising with customers to ensure site-specific requirements are met prior to site attendance. Ensuring all cranes and yard equipment inspections are current and compliant with LOLER regulations. Managing annual leave requests for operatives and hire desk staff. About you: This is a fast-paced and demanding role. We are looking for a confident and organised individual who thrives under pressure, demonstrates excellent attention to detail and possesses strong interpersonal and communication skills. A positive and proactive approach is essential. As well as this, you will: Be proficient in Microsoft Office Have previous experience working on a hire desk and/or within the crane or plant hire industry Have experience managing sub-contractors across multiple geographical locations In return you will receive: Competitive salary dependent on your skills and experience Quarterly bonus (dependent upon the results of your depot) Generous holiday allowance Company pension Life assurance Employee Assistance Programme Flexible Benefits Platform with generous monthly Company contribution Reward and recognition incentives Retail discount hubs Ongoing training and development opportunities Additional Information: Please click apply to be redirected to our careers page to complete your application. If you want to stand out from the rest, we would encourage you to include a covering letter stating why you would be the ideal candidate for King Lifting. You must have the right to live and work in the UK otherwise, your application will automatically be rejected. King Lifting is an Equal Opportunities employer. NO AGENCIES PLEASE Candidates with the experience or relevant job titles of; Plant Hire Manager, Fleet Management, Logistics Operations, Planning Administrator, Logistics Planner, Scheduling Manager, Logistics Manager, Crane Hire Coordinator, Plant Hire Operations Manager, Plant Controller, Vehicle Controller may also be considered.
May 24, 2026
Full time
Job Title: Hire Desk Manager Location: Avonmouth, Bristol (Office Based) Salary: Depending on Experience Job Type: Permanent, Full Time Working Hours: Hours of work will be 8.00am to 5.30pm, Monday to Friday. King Lifting provides crane hire services to the construction industry along with plant and machinery movement solutions, operating from depots across the UK. We are a modern family-run business with a strong reputation and a proven track record within the industry. We are currently seeking an experienced Hire Desk Manager to take responsibility for the day-to-day operation and smooth running of our Bristol hire desk. This is an office-based role so you must live within a commutable distance to Avonmouth, Bristol. Key Responsibilities: Allocation of assets and labour on a daily basis. Handling inbound telephone enquiries ensuring all requests are actioned efficiently. Liaising with operatives to ensure all relevant information is provided prior to works commencing. Raising contracts, job sheets and operator tickets. Ensuring all operative training/medical requirements are up to date and compliant with Company policies. Procuring plant, labour and equipment from external suppliers when required. Liaising with customers to ensure site-specific requirements are met prior to site attendance. Ensuring all cranes and yard equipment inspections are current and compliant with LOLER regulations. Managing annual leave requests for operatives and hire desk staff. About you: This is a fast-paced and demanding role. We are looking for a confident and organised individual who thrives under pressure, demonstrates excellent attention to detail and possesses strong interpersonal and communication skills. A positive and proactive approach is essential. As well as this, you will: Be proficient in Microsoft Office Have previous experience working on a hire desk and/or within the crane or plant hire industry Have experience managing sub-contractors across multiple geographical locations In return you will receive: Competitive salary dependent on your skills and experience Quarterly bonus (dependent upon the results of your depot) Generous holiday allowance Company pension Life assurance Employee Assistance Programme Flexible Benefits Platform with generous monthly Company contribution Reward and recognition incentives Retail discount hubs Ongoing training and development opportunities Additional Information: Please click apply to be redirected to our careers page to complete your application. If you want to stand out from the rest, we would encourage you to include a covering letter stating why you would be the ideal candidate for King Lifting. You must have the right to live and work in the UK otherwise, your application will automatically be rejected. King Lifting is an Equal Opportunities employer. NO AGENCIES PLEASE Candidates with the experience or relevant job titles of; Plant Hire Manager, Fleet Management, Logistics Operations, Planning Administrator, Logistics Planner, Scheduling Manager, Logistics Manager, Crane Hire Coordinator, Plant Hire Operations Manager, Plant Controller, Vehicle Controller may also be considered.
Financial Divisions
Paraplanner
Financial Divisions Burgess Hill, Sussex
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
May 24, 2026
Full time
Paraplanner Vacancy (junior or senior) £35k - £55k + bonuses Chartered IFA firm working with HNW & UHNW clients Offices near Burgess Hill 4 days in the office per week (more flexibility can be offered) Benefits: pension, DIS, income protection, 25 days annual leave My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets. The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status. Please get in touch with Peter at Financial Divisions if this is of any interest.
Financial Divisions
Paraplanner - UHNW Clients - London/ Hybrid - Up to £60,000 + Bonus
Financial Divisions
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
May 24, 2026
Full time
A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear progression pathway to Adviser , with full support toward Chartered status Hybrid working in central London , typically 3 days in the office Attractive bonus structure and benefits package Join a firm where paraplanners are respected, empowered, and central to client outcomes The role You'll take ownership of a dedicated book of private clients, delivering high-quality wealth planning support and ensuring advice is compliant, clear, and client-focused. Responsibilities include: Wealth Planning Producing suitability reports and annual review letters Creating detailed cashflow models and technical research Reviewing risk profiles and ensuring advice is fully understood by clients Acting as a subject-matter expert on wrappers, products, and planning strategies Supporting advisers with complex case analysis and technical queries Attending client meetings, taking notes, and managing follow-up actions Helping shape the future of paraplanning within the firm What we're looking for Level 4 Diploma qualified (ideally working towards Chartered) Ideally 3-4+ years' paraplanning experience Strong technical knowledge across financial planning Excellent report writing, communication, and client-handling skills Confident working with senior stakeholders and UHNW individuals Proactive, organised, and able to manage multiple complex cases Experience with cashflow modelling and financial planning tools Please send your CV to Ursula Sloan at Financial Divisions
Truestar Talent Ltd
Financial Adviser
Truestar Talent Ltd Derby, Derbyshire
Financial advice role with up to £70,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
May 24, 2026
Full time
Financial advice role with up to £70,000 basic, £6,000 car allowance, great bonus, HNW client bank provided and good benefits. Is wealth advice your passion? Do you love working closely with high net worth (HNW) clients and developing long lasting relationships within financial advice? If you would enjoy being given an HNW client bank to manage, then this Financial Adviser role is for you. You will become a key part of a business that genuinely values long-term client outcomes and professional excellence. We are working with a highly respected and growing wealth management company, who are seeking an experienced Financial Planner or Financial Adviser to help strengthen and expand its presence, while supporting the continued growth of an established and loyal client base. This wealth management company is an award-winning financial advice company, who truly value their people. This is a company where you are rewarded, seen and where you will thrive. This is an opportunity to join a collaborative and professional team where technical quality sits comfortably alongside warmth, approachability and personal service. The business has built a strong reputation for delivering high-quality financial planning while remaining grounded, human and relationship focused. This Financial Advice opportunity As a Financial Adviser or Financial Planner, you will work closely with HNW clients to understand their wider financial goals, helping them navigate important decisions around investments, retirement planning, protection and long-term financial security. You will inherit and develop valuable professional relationships, while also helping to grow the HNW client base through trusted referrals and professional connections. This role offers a balance of autonomy and support, making it ideal for a financial planner who enjoys building meaningful client relationships while being part of a wider collaborative team. What you will be doing as a Financial Adviser Meeting with clients to understand their financial priorities, objectives and long-term aspirations Gathering and analysing detailed financial information to support tailored planning recommendations Discussing investment opportunities, financial planning strategies and associated risks clearly and confidently Delivering compliant, well-researched and fully documented financial advice Building bespoke recommendations aligned to client goals and wider investment strategies Maintaining accurate and compliant client documentation and records Conducting regular client reviews and adapting recommendations where circumstances or market conditions evolve Building and maintaining strong relationships with professional connections and introducers Working collaboratively with colleagues across the wider business to identify opportunities to support clients effectively Contributing to the ongoing growth and reputation of the business through excellent client care and professional standards This is a role where trust, communication and long-term relationship building sit at the centre of the client experience. About you: This role would suit a Financial Adviser, or Financial Planner who combines technical capability with emotional intelligence and professionalism. You will likely bring: Experience delivering regulated financial planning advice within a wealth management or IFA environment Strong relationship-building and communication skills The ability to explain complex financial concepts in a clear, approachable and client-friendly way Strong listening skills and a genuinely consultative approach A solid understanding of financial planning products, regulation and compliance requirements High personal and professional standards Good organisational skills and attention to detail Confidence working independently while also collaborating with colleagues A proactive and service-led mindset Flexibility and willingness to travel for client meetings where required You will hold: Level 4 Diploma qualification (or higher) A current Statement of Professional Standing Commitment to continued professional development and progression Why this Financial Planner role stands ou t This is a business that combines professional excellence with a genuinely personal approach. You'll be joining a highly successful wealth management company where: Clients are looked after properly Technical quality and personal service are equally valued Professional development is actively encouraged Collaboration and trust sit at the heart of the culture Growth is being approached thoughtfully and sustainably It is a positive environment where financial advisers are supported to build long-term careers and meaningful client relationships. If you're a Financial Planner who enjoys building trusted relationships, delivering thoughtful advice, and being part of a business where people genuinely care about both clients and colleagues, this could be a very rewarding next step. At Truestar Talent, we believe the strongest careers are built where professionalism, trust and culture come together - and this financial advice job reflects exactly that.
Premier Jobs UK Limited
IFA Administrator
Premier Jobs UK Limited High Wycombe, Buckinghamshire
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
May 24, 2026
Full time
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required. As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. As and when required, you will also help other colleagues within the business if there's overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role. The Company Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods. IFA Administrator Requirements You must be an experienced IFA Administrator You must have good written and verbal communication skills Experience with IO would be advantageous Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth Access to own transport would be beneficial due to rural office location IFA Administrator Benefits Competitive salary to be discussed at interview Annual discretionary bonus scheme Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays Office based role with up to 2 days from home Loyal team who enjoy working together and being valued for their input Regular team events and socials, including monthly breakfasts or lunches Locations High Wycombe Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Financial Divisions
Paraplanner - Independent IFA - London - Salary up to £50,000 + bonus + benefits
Financial Divisions
Are you a Diploma-qualified Paraplanner looking to develop your technical expertise - or an experienced paraplanner seeking a high-quality, adviser-aligned role within a respected independent firm? This is an excellent opportunity to join a highly reputable, growing Independent Financial Adviser (IFA) business in London. With ambitious expansion plans and a strong standing in the financial planning market, the firm offers a supportive, collaborative environment where paraplanners are genuinely valued as key contributors to client outcomes. Whether you have 1 year of paraplanning experience or you're a seasoned technical paraplanner , this role offers the chance to work closely with advisers, deepen your technical knowledge, and play a meaningful role in delivering first-class financial advice. What You'll Be Doing Working closely with advisers within a pod or adviser-aligned structure Preparing high-quality suitability reports and technical recommendations Conducting research across pensions, investments, protection, and tax planning Building and maintaining cashflow models Supporting client meetings and documenting outcomes Managing client requests including contributions, withdrawals, and policy changes Ensuring accurate records, compliant documentation, and smooth case progression What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Paraplanning experience (from 1 year to highly experienced) Strong technical knowledge across pensions, investments, and financial planning Excellent written communication and attention to detail Organised, proactive, and comfortable managing multiple cases A collaborative mindset and commitment to high-quality client service A Supportive team culture with genuine career development over time and exposure to complex cases and high-quality financial planning work. Please send your CV to Ursula at Financial Divisions
May 24, 2026
Full time
Are you a Diploma-qualified Paraplanner looking to develop your technical expertise - or an experienced paraplanner seeking a high-quality, adviser-aligned role within a respected independent firm? This is an excellent opportunity to join a highly reputable, growing Independent Financial Adviser (IFA) business in London. With ambitious expansion plans and a strong standing in the financial planning market, the firm offers a supportive, collaborative environment where paraplanners are genuinely valued as key contributors to client outcomes. Whether you have 1 year of paraplanning experience or you're a seasoned technical paraplanner , this role offers the chance to work closely with advisers, deepen your technical knowledge, and play a meaningful role in delivering first-class financial advice. What You'll Be Doing Working closely with advisers within a pod or adviser-aligned structure Preparing high-quality suitability reports and technical recommendations Conducting research across pensions, investments, protection, and tax planning Building and maintaining cashflow models Supporting client meetings and documenting outcomes Managing client requests including contributions, withdrawals, and policy changes Ensuring accurate records, compliant documentation, and smooth case progression What We're Looking For Level 4 Diploma in Regulated Financial Planning (essential) Paraplanning experience (from 1 year to highly experienced) Strong technical knowledge across pensions, investments, and financial planning Excellent written communication and attention to detail Organised, proactive, and comfortable managing multiple cases A collaborative mindset and commitment to high-quality client service A Supportive team culture with genuine career development over time and exposure to complex cases and high-quality financial planning work. Please send your CV to Ursula at Financial Divisions
Team Support Group Ltd
Client Services Administrator
Team Support Group Ltd Pattingham, Shropshire
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.
May 24, 2026
Full time
Working for a busy Financial Advice service near Wolverhamton, you will work full time in office (Apply online only), Monday-Friday. As the Client Services Administrator, you will be responsible for the completion of business tasks and processing for advisors. Ensuring both advisors and clients are prepared for meetings in advance and that all client queries and tasks are completed in a timely fashion and to a high standard. You will ensure client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. You will prepare advisors for their meetings with the client and represent the company positively at all times. This is a key role in supporting financial advisors and paraplanners in delvering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, a positive attitude and a passion to deliver an outstanding service to clients.

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