373 jobs found

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

Our client is a successful and established National IFA firm with this office based in Gatwick and they are currently looking for an experienced IFA Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. (maybe more) If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start This role is based in Gatwick with Free parking on site

M&E Project Planner Location: Manchester Contract Type: Permanent, Full-Time Salary: 80,000 - 90,000 About the Role We are seeking an experienced Project Planner to support the successful delivery of multi-discipline building services projects. Working closely with operational and commercial teams, you will ensure projects are planned, managed, and delivered safely, efficiently, and to a high standard. Key Responsibilities Support planning and delivery of M&E building services projects Ensure compliance with Health & Safety, Environmental, and Quality standards Collaborate with teams to meet contractual milestones and project deadlines Monitor performance, including financial targets and project schedules Provide insight and analysis to support project delivery and client outcomes Liaise with clients, suppliers, subcontractors, and internal teams Provide technical support and assist with training where required About You Essential: HNC (or equivalent) in Building Services Engineering or relevant experience Strong technical knowledge of Mechanical & Electrical services Good understanding of commercial and project delivery across multi-discipline contracts Desirable: Experience in financial or account management Ability to manage and motivate site teams Strong customer relationship and problem-solving skills Key Skills Strong planning, organisation, and time management Clear and confident communication Commercial awareness and risk management Adaptability and proactive approach Commitment to quality and continuous improvement Applicants must have the right to work in the UK. Call Mitchell Rogers on (phone number removed) for more details. Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.

The Role : I am recruiting an experienced and technically astute Paraplanner (internally referred to as a Financial Planner) on behalf of Paradigm Norton, an award-winning financial planning firm. The successful Paraplanner (Financial Planner) will work closely with a Client Director, creating comprehensive and bespoke financial plans that align with clients goals and aspirations click apply for full job details

Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.

Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid working with 3 days from home but you must be prepared to go to Hove 2 days per week If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start

Our client is a major National IFA firm and they are currently in need of an employed IFA to join their team This is an office based role in Chesterfield dealing with all clients both on the telephone and via video All leads and clients provided offering full financial planning and servicing to the client base Any necessary training will be provided however we are looking for competent individuals to join the team Base to £55000 plus a commissions package and great benefits OTE £70000+ You must be Level 4 Diploma qualified and hold CAS status We will consider St James's Place advisers or other Financial Planners

Financial Services Administrator Location: South York - please only apply if you are able to commute Salary: £26,000 - £32,000 per annum (depending on experience) Job type: Full time Permanent Working hours: Monday to Friday 9-5pm with an hour lunch. We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team. Key Responsibilities: Handling general administration tasks, including answering phones, managing emails and dealing with post. Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters. Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete. Preparing reports and paperwork for client meetings, annual reviews and adviser discussions. Processing client applications, submitting new business accurately and efficiently, and handling related enquiries. Placing investment trades and fund switches in line with adviser instructions. Liaising with providers and clients to obtain, update and chase information as required. Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements. Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations. Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience. Ensuring all administrative processes adhere to industry regulations and company policies. Experience required: Previous experience in financial administration is preferred but not essential. Administration experience is essential ideally from professional services. Strong organisational and time management skills. Excellent attention to detail and accuracy. Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook). Familiarity with CRM systems. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Strong numeracy skills are essential given the role. Benefits: Competitive salary based on experience. Opportunities for professional development and career progression. Supportive and collaborative work environment. 26 days holiday plus banks increasing with length of service. Company pension scheme. Private medical insurance and benefits. Free parking.

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar Immediate start Base to £32000 plus benefits

Junior IFA Admin 32,000 - 35,000 + 33 Days Holiday + Bonus + Progression + Funded European Holiday Bordon, Hampshire Are you a Junior IFA Administrator or similar looking for a role within a friendly, relaxed business that values a great working environment, 33 Days Holiday, Paid-for trips and a stable, 9am-5pm schedule? On offer if the opportunity to join a respected Financial Services firm who are looking to grow. You'll be joining a tight knit branch that has been established for over 20 years. In this role you will be assisting Advisors and Paraplanners with their general admin. This will involve; data entry, chasing suppliers, submitting application and other ad-hoc duties. Every other year, the owners organising a 3-4 day trip to Europe, previous locations having been Madeira, Budapest, Dubrovnik, Budapest and Krakow. This role would suit an IFA Admin looking to join a more relaxed and less corporate environment that offers a friendly atmosphere, 33 days holiday, an annual bonus and 9am-5pm hours. The Role: Supporting Paraplanners and Financial Advisors with general administrative tasks Data Entry, chasing suppliers and submitting applications Progression and training opportunities to become a Paraplanner 9:00 - 17:00 Monday to Friday The Person: Junior IFA Admin or similar Looking for a less corporate atmosphere Job Reference: BBBH 23580a If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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

This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

We are looking to recruit for a Client Services Manager to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration. Key Responsibilities: Act as the first point of contact for all incoming enquiries. Meet and greet clients and guests on arrival at the office. Organise client and prospective client meetings, managing all Financial Planners' diaries effectively. Prepare and issue client documentation before and after meetings. Attend client meetings when required. Complete Anti-Money Laundering (AML) checks. Prepare and check client meeting packs in advance, keeping diaries updated with amendments. Ensure all professional logs are up to date, highlighting and chasing any outstanding documents. Complete checklists, scan and file documentation to the back-office system. Provide weekly Management Information to the Practice/Operations Manager. Manage Financial Planners' general queries, calls and invitations. Attend and record weekly team meetings and quarterly open forum meetings. Skills & Experience: Previous experience in a client-facing or administrative role, ideally within and IFA admin , financial services or a professional office environment. Strong organisational skills with the ability to manage multiple diaries and competing priorities. Excellent communication skills (written, verbal and in-person). High attention to detail and accuracy. Proficient in Microsoft Office and comfortable with CRM/back-office systems. Professional, approachable, and discreet in handling sensitive information. Client-focused with a proactive, "can-do" attitude. Friendly, professional and confident in dealing with clients and colleagues. Team player with the ability to work independently when required. Reliable, trustworthy and conscientious. A fantastic benefits package including 4 day working week with no reduction in your salary. 9-5pm Mon-Thursday with hr for lunch 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week). 1 week off for Christmas, not taken from your annual leave entitlement. Company pension scheme (after 3 months). Private Medical Insurance (after 12 months). Summer & Christmas bonus based on company performance. Team away days and social events throughout the year. Supporting, friendly team with opportunities to progress.

This hybrid based IFA Administrator job in Taunton is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Taunton - You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career. In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, constructive feedback to maintain a consistently high standard of client outcomes. Key aspects of this File Reviewer role include • Reviewing advice files for suitability, completeness and compliance with FCA requirements • Providing structured feedback to advisers and paraplanners to support development • Managing your own pipeline of reviews to meet service level agreements • Identifying recurring trends or risks and escalating where needed • Staying up to date with regulatory changes and applying these consistently This Advice Checker / File Reviewer job offers strong long term progression, allowing you to deepen your technical knowledge and become a key contributor within a growing compliance function. File Reviewer Requirements • Essential: Level 4 Diploma in Financial Planning (or equivalent) • Essential: Previous experience in file checking, compliance or paraplanning within an IFA firm • Essential: Strong understanding of FCA regulations and suitability requirements • Desirable: Experience reviewing a range of advice types including pensions and investments • Desirable: Experience providing written feedback to advisers The Company You will be joining a well established and growing financial planning firm with a strong reputation for delivering quality advice. The business places a clear focus on compliance, client outcomes and employee development. File Reviewer Benefits • Salary up to £48,000 depending on experience • Hybrid working with minimal office requirement • Early finish on Fridays • Generous annual leave plus additional perks • Pension and protection benefits • Ongoing training and professional development opportunities Location You can be based within reach of offices in Birmingham, Doncaster, Barnstaple or Market Harborough, with flexible hybrid working available. If you are ready to secure a rewarding Advice Checker / File Reviewer job within a supportive and forward thinking environment, 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

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

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed. Technical Paraplanner Requirements Essential: proven experience working as a Technical Paraplanner within financial planning Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases Essential: confident undertaking research and detailed financial calculations Essential: Level 4 Diploma in Financial Planning or equivalent Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits Salary up to 50,000 depending on experience Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan. group income protection and life assurance and 28 days holiday rising to 30 days plus bank holidays Fully remote working Support towards career development Location Home based, UK wide, with flexibility for occasional expensed travel. Apply now to be considered for this Technical Paraplanner job Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary team made up of surveyors, engineers, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. The role sits within our established Business Support team which provides dedicated support to our Rural professional teams. The successful candidate will play an important role in the day-to-day coordination and administration of professional consultancy work, supporting fee earners in delivering an efficient and high-quality service to clients. Role Profile - Business Support Advisor: The role of Business Support Advisor will provide dedicated administrative and operational support to Rural Surveyors, particularly across valuation, agency and rural professional work. The successful candidate will be highly organised, proactive and detail-focused, supporting the preparation, coordination and compliance of rural consultancy services, acting as a key point of contact for clients. Responsibilities will include: General business support: Audio typing (desirable not essential) of reports, letters and professional documents Set up and maintain projects and records on internal systems Monitor project progress and support surveyors in meeting key deadlines Manage diaries, including prioritisation of work and deadlines for report completion Support invoicing, fee proposals and financial administration Produce reports to support team performance and workflow monitoring Valuations support: Review, format and proofread valuation reports prior to issue Undertake background research (property details) to support surveyors preparing valuation reports Rural professional work: Provide administrative support for grazing/lease agreements and other rural landlord & tenant professional matters Agency support: Prepare property particulars for rural agency instructions (sales, lettings, land) Use Reapit software to manage listings and client/property data Liaise with vendors & purchasers for viewings etc Compliance: Carry out Anti-Money Laundering (AML) and Sanctions checks in line with regulatory requirements Maintain accurate compliance records and documentation Technology & process: Use AI tools where appropriate to improve efficiency, formatting and document preparation Identify and suggest improvements to administrative processes Person Specification - Business Support Advisor We are looking for a conscientious individual with initiative. They will take a proactive and adaptable stance, suggesting solutions to problems, whilst acting swiftly on any request for help. Essential Skills & Experience: Previous administrative experience within a professional services environment (property, legal, surveying or similar preferred) Strong organisational skills with the ability to manage multiple deadlines whilst maintaining high attention to detail Confident communicator with a client-focused approach Experience preparing professional documents and reports Competent user of Microsoft Word, Excel and Outlook Ability to work independently and proactively with minimal supervision Willingness to learn new software and compliance procedures Adaptable and able to work in a fast-paced environment Collaborative team player with a positive attitude Hours: 37.5 hours per week, to be worked flexibly Monday-Friday (in line with our Agile Working Philosophy) Benefits - Business Support Advisor The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will fund your attendance at relevant CPD events and approved training We provide Private Healthcare scheme for all via AXA We have an Employee Assistance Programme, including a health plan and annual flu jab We offer an Agile Working Philosophy allowing for a mix of office and remote working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work scheme Closing Date: 6th July 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.

An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business in North London. This is a pivotal role and you will work closely with the advisers, regional directors, the training teams, and other leaders to enhance the client experience, streamline service delivery to advisers and clients, and improve the speed and accuracy of administrative support and advice. The Opportunity Operating in a fast paced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering high quality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will help maintain the highest standards in client service while ensuring seamless operational support. Key Responsibilities Support other team leaders and advisers by ensuring seamless workflow management and resource allocation. Work to provide clients with the highest level of service, by supporting advisers so that they have more time with their clients. Oversee the performance of the Paraplanning & Planning Support teams, ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the directors on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which will be responsible for training Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely with the People and Training teams to drive ongoing professional development for Act as the key leadership figure within the team for Adviser support functions. The ideal candidate will have: Strong operational oversight with expertise in financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence. Minimum of 3-5 years experience in paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Planning Support Administrators, a passion for developing high performing teams, and the ability to drive operational efficiencies while maintaining a high standard of client support. What's on Offer Excellent salary and benefits package Competitive pension scheme Generous holiday allowance Hybrid working (2 days from home)