518 jobs found

Our client is a highly regarded wealth management firm with over 20 years working with clients across the West Midlands and beyond. The successful candidate will play a key role in supporting financial advisers and paraplanners in delivering 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 our clients. Job Description Job Title: Client Services Administrator Responsible to: Operations Manager Responsible for: Completion of business tasks and business processing for advisers. Ensuring both advisers 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. Purpose: To ensure that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively. Duties: The day-to-day duties and responsibilities of the Client Services Administrator include (not limited to): Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information Answering and logging all incoming client calls appropriately passing on messages and ensuring that any updates to client contact information are captured on Salesforce and in house systems To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Valuation documents, and any other necessary information for the adviser in advance of the meetings Create and maintain client records on Salesforce to ensure that GDPR and FCA protocols are adhered to Liaising with external providers and companies by way of letter, telephone, and email to chase information requests Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions Prepare business submission documents, for onward allocation to the Paraplanning team Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary Managing own and/or adviser's mailbox in a timely and professional manner Skills and Experience Required Essential Excellent communication skills-both written and verbal Desirable 2 years of experience working within a wealth management environment Strong understanding of pensions, investments, and protection products. Good knowledge of FCA regulations and compliance requirements Comprehensive Benefits package

Logistics Administrator A leading logistics and supply chain provider is seeking a detail-oriented Logistics Administrator to support its busy operations team. As a Logistics Administrator, you will be responsible for delivering excellent customer service while ensuring the accurate processing of orders, receipts and despatches across a high-volume logistics operation. Working closely with planners, customers and internal stakeholders, you will manage operational administration, maintain system accuracy and ensure all documentation is completed and archived in line with business requirements. As Logistics Administrator, your duties will include: Process customer orders, receipts, and despatches accurately within warehouse management systems, ensuring service targets are met. Investigate and resolve discrepancies, maintaining accurate records and system data. Generate operational reports and update KPIs to support customer requirements and management reporting. Manage Proofs of Delivery (PODs) and close job files, ensuring documentation is completed and archived correctly. Support transport planning activities and liaise with internal teams to ensure smooth day-to-day operations. Conduct routine system checks and maintain organised electronic and paper filing systems. Assist with stocktaking activities and ensure compliance with company procedures and safety requirements. Provide administrative support to managers and respond effectively to changing business needs. To be successful in the role of Logistics Administrator, you will have: Previous experience within logistics, transport planning, operations, supply chain coordination or freight forwarding Strong organisational and problem-solving skills Strong understanding of road and rail transport planning, haulage operations, and supplier management Excellent communication and stakeholder management skills, with experience liaising with customers, suppliers and internal teams What's on offer: Competitive Salary Monday to Friday, potential weekend cover On-site parking Career development opportunities within a growing logistics operation A strong benefits package If you're looking to further your career within a dynamic logistics environment and enjoy coordinating complex inbound operations within a customer-focused role, apply today. ASC Connections Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. We are committed to equal opportunity and diversity.

Senior Surveyor, rural estate management, North Yorkshire Consultancy, permanent position, competitive package Your new company Your new company is a multi-disciplinary professional services firm covering the North of England. They are Chartered Surveyors, Farm Business Consultants, Planning and Development Professionals, Valuers, Environmental Specialists and Estate Agents who provide a full range of services for their rural client base. Your new role Your new company requires a rural practice chartered surveyor to join our Alnwick office. In this role, you will be covering a wide variety of work and projects. You will deliver excellent customer service primarily for established and important clients and look to work with a diverse portfolio of clientele across the region. • Provide rural professional advice to clients on a range of matters including landlord and tenants, valuations, diversification and development projects, ecosystem services, sales and lettings, energy and other emerging opportunities. • Work as part of a growing team to ensure excellent client service and complement the skills and experience of the team. • Support efforts to build and enhance the Company's public profile, including attending events, speaking engagements, and working alongside our farm consultants to add value to the advice we provide to our clients. • Liaise with clients and develop client relationships. What you'll need to succeed • Degree level/ RICS accredited. • Demonstrable experience (in excess of 5 years) of multidisciplinary rural land management across a wide client base. • Environmental or forestry experience would be beneficial. • Knowledge and experience of property acquisitions, disposals and landlords and tenant matters. • Good interpersonal skills and ability to communicate effectively, both orally and in writing, with colleagues and clients. • Good general knowledge of Microsoft Office, specifically Word, Excel, PowerPoint, Outlook, SharePoint, Planner, OneDrive, and Advanced Excel skills would be an advantage. • Ability to act on your own initiative whilst also working with company processes and procedures. • High attention to detail. • Ability to remain calm under pressure. What you'll get in return • Competitive salary • Auto-enrolment pension scheme • Sick pay. • 25 days holiday plus statutory bank holidays. • Birthday leave. • Health insurance. • Electric car scheme. • Enhanced parental leave. • Wellbeing activities. • Employee referral scheme. • Company charity events. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Head of Advice (Must be Dipfa Qualified) Blaby, Leicestershire Up to £80,000 + Bonus + Outstanding Benefits Are you an experienced Financial Planner looking to take the next step into leadership, or an established Manager seeking a fresh challenge with a highly respected independent financial planning firm? This is an exceptional opportunity to join a thriving, client-focused business where you will play a key role in shaping adviser performance, supporting business growth, and influencing the future direction of the advice function. You will be working closely with senior leadership team, and be responsible for leading a team of Financial Advisers, helping them achieve their full potential while ensuring the delivery of outstanding client outcomes and maintaining the highest professional standards. If you are passionate about people development, operational excellence, and creating a high-performing advice culture, we'd love to hear from you. What's On Offer? Salary up to £80,000 Performance-related bonus scheme 25 days holiday plus bank holidays, increasing with service Generous non-contributory pension scheme Optional salary sacrifice pension arrangements Death in Service benefit (subject to qualifying criteria) Employee Assistance Programme and wellbeing support Modern offices with on-site gym facilities and free parking Ongoing professional development and support towards Chartered status A collaborative, supportive, and forward-thinking culture The opportunity to shape, influence, and develop a successful advice team The Opportunity As Financial Planning Manager, you will be responsible for leading, mentoring, and supporting a team of advisers, providing the guidance and structure needed to help them succeed. This role offers the perfect blend of leadership, coaching, commercial responsibility, and strategic involvement. You'll work collaboratively across compliance, operations, marketing, and support teams to drive business performance and continually enhance the client experience. Importantly, this role offers the chance to make a genuine impact within a growing and highly respected firm that values innovation, professionalism, and long-term career development. Key Responsibilities Lead, motivate, and develop a team of Financial Advisers, fostering a culture of excellence and accountability Coach advisers to maximise performance, client outcomes, and professional development Support recruitment, onboarding, training, and succession planning initiatives Drive operational efficiency and implement best-practice processes across the advice function Monitor adviser performance, workflow, and productivity, identifying opportunities for improvement Collaborate with compliance, operations, and marketing teams to ensure business objectives and regulatory standards are met Analyse management information and performance data to support strategic decision-making Contribute to business growth initiatives by identifying market opportunities and evolving client needs Prepare and present meaningful performance and operational reports to senior management Champion a positive, collaborative, and client-centric culture throughout the business About You We welcome applications from experienced Financial Planners looking to move into leadership, as well as established Financial Services Managers seeking a new opportunity. To be successful, you will have: Proven experience within financial planning or wealth management Previous people management, team leadership, coaching, or mentoring experience Level 4 Diploma in Financial Planning (or equivalent) Strong technical knowledge across pensions, investments, protection, and holistic financial planning Excellent leadership, communication, and relationship-building skills A genuine passion for developing and supporting others Strong commercial awareness and an understanding of business performance drivers Experience using management information and data to improve outcomes High professional standards and a commitment to delivering exceptional client service Progress towards Chartered status would be advantageous but is not essential. Why Join? This is more than a management role. It's an opportunity to help build the next chapter of a successful independent financial planning business while developing talented advisers and making a lasting impact on both clients and colleagues. Whether you're a successful adviser ready to step into leadership or an experienced manager looking for greater influence and responsibility, this role offers an exciting platform for long-term career growth. Apply today through NJR Recruitment for a confidential discussion quoting reference NJR16795

If you understand how manufacturing moves and want a role where your planning actually shapes the shop floor, this could be the right move. £28 000 Permanent Braintree, Essex 25 days holiday + bank holidays Company pension Healthcare cashback Free parking About the company Braintree Precision Components is a precision engineering manufacturer, part of the HEPCO Motion group. The business makes precision components for industrial customers, with a strong focus on quality and on-time delivery. The planning team sits at the centre of production, working directly with the shop floor to keep jobs moving and customer commitments met. The business is also partway through moving to Microsoft Business Central, making this a particularly good time to join. The role You will join a small planning team monitoring incoming sales demand and making sure the right stock is in the right place. Around 40% of your time is on the shop floor, progress-chasing batch cards and working with the production team. The rest is desk-based planning, scheduling, and system work. You ll be central to keeping day-to-day operations running smoothly. You ll: Monitor sales demand from HEPCO Motion and plan production to fulfil it Track stock through assembly stores and earlier production stages, identifying gaps Produce route cards, works orders, and requisitions for manufacture Estimate machining and manufacturing times for each production operation Liaise with the shop floor, customer services, and sales departments daily Arrange sub-contract engineering services where required Support the transition to Microsoft Business Central and contribute to ERP improvements What you ll bring Essential: Proven experience in a production planning or scheduling role (2 4 years) Background in a manufacturing or engineering environment Strong working knowledge of Microsoft Office, particularly Excel Experience using an MRP or ERP system Confident communicator, at ease with both office and shop floor teams Useful, not essential: Experience with Microsoft Business Central Background in engineering planning or precision components Working arrangements Location: Braintree, Essex Full-time, office-based Contract: Permanent Full-time 39 hours per week Hours: Monday Thursday 7:30am 4:00pm Friday 7:30am 3:00pm Ready to apply? Click to apply with an up-to-date CV. If you have solid planning experience and want to join a business mid-way through a real operational step-change, we d like to hear from you.

Mpeople Recruitment are seeking an experienced Transport Planner on behalf of our reputable client based in Salford. Salary : £35,000 per annum Hours: 35 hours per week Location: Salford Responsibilities would include: Act as the main point of contact for assigned customer accounts. Manage customer booking and enquiries, including quoting, tracking, issue resolution, and status updates. Coordinate with internal departments to ensure the highest standard of service. Monitor and maintain service level agreements and client KPIs. Proactively communicate with clients regarding shipment status, service changes, or delays. Handle customer enquiries, complaints, and escalations professionally and promptly. Develop and maintain strong, long-term relationships with both internal and external stakeholders. Identify opportunities to improve service quality as well as establish potential for growth. Support the onboarding of new clients and ensure a smooth transition. Support with customer site visits, teams meetings, and regular communication over the telephone. The desired candidate would have the following experience, skills and attributes: Strong understanding of freight forwarding (knowledge of Road Freight is particularly valued). Excellent communication, interpersonal, and problem-solving skills. Ability to prioritise tasks and manage time effectively. Have a customer-centric mindset with a focus on relationship management. Ability to work independently and collaboratively in a team environment.

Service Planner- Office Based Birmingham Join a High-Performance Technical Service Team Location: Birmingham (B33) Type: Full-Time Permanent Starting Salary: £27,500 Are you a natural organiser who thrives in a fast-paced environment? Do you enjoy being at the centre of operations-coordinating engineers, solving problems, and delivering exceptional customer service? This is an excellent opportunity to join a well-established technical services provider as a Service Coordinator , supporting engineers across Security, and Electrical divisions. You'll play a critical role in scheduling, customer communication, and ensuring smooth, efficient service delivery. Role Overview You will be responsible for: Scheduling Preventative Maintenance, Reactive Callouts, revisits, and Remedial Works Maximising engineer utilisation and ensuring revenue targets are met Acting as the first point of contact for customer calls and queries Coordinating with engineers, customers, subcontractors, and internal teams Managing subcontractor allocation and raising orders Maintaining accurate job information and supporting accounts with required documentation Ensuring all work is completed within agreed timeframes and in line with KPIs Supporting the wider service team to deliver seamless national coverage This is a varied and fast-moving role where you'll be a key contributor to operational success. What We're Looking For Essential Skills: Excellent communication with customers, suppliers, engineers, and internal teams Strong organisational skills with the ability to prioritise workloads effectively Confident in resolving customer issues and handling pressure Commercially aware with the ability to understand KPI data Calm, adaptable, and resilient in a fast-paced service environment IT literate across Word, Excel, and Outlook A proactive team player who takes ownership and delivers results Desirable Skills: Experience within Fire, Security, or Electrical service environments (training provided) Ability to learn quickly and work efficiently under pressure Strong attention to detail and disciplined approach to task management Good knowledge of parts, products, or service workflows Why This Role Stands Out Opportunities for progression and development A supportive, collaborative service team A role where your impact is visible and valued A dynamic environment where no two days are the same The chance to build a long-term career within a strong, growing industry If you're organised, commercially aware, and passionate about delivering high-quality service, this is a fantastic opportunity to take your next career step.

Service Administrator required for temporary job opportunity in Chesterfield £28,000 - £29,000 Service Administrator (Temporary - Immediate Start) Service Administrator required for new temporary job opportunity in Chesterfield . Location: , ChesterfieldHours: Monday-Friday, 8:00am-4:00pm (Office-based)Contract: Temporary - sick leave cover (potential for longer-term opportunity)Start Date: ASAPPay: Competitive hourly rate + holiday pay Your new companyA well-established organisation in the Chesterfield area is seeking a confident and adaptable Service Administrator to support their busy Service Department. This temporary role has arisen due to sick leave, and the team requires someone who can start immediately and hit the ground running. Your new roleReporting to the Service Planning Manager, you will play a key part in supporting day-to-day service operations. Your responsibilities will include: Handling incoming calls and providing excellent customer service Processing service requests and logging jobs accurately Updating CRM systems and maintaining service records Completing data entry with speed and accuracy Coordinating service activities and supporting service planners Liaising with engineers, customers, and internal departments General administrative support within a busy, fast-paced office What you'll need to succeed Strong phone communication skills and a professional telephone manner Previous experience in customer service, administration, service coordination, or over-engineering admin roles Accurate and efficient data entry skills Experience using SAP, CRM systems, or other service/ERP platforms (advantageous but not essential) Ability to multitask and work calmly in a high-volume environment A proactive attitude and willingness to learn quickly What you'll get in return Weekly pay through Hays £28,000 - £29,000 salary guide Immediate start Support from a friendly, busy service team Opportunity for the role to extend or become longer term Full office-based role in a well-connected Chesterfield location Access to Hays temp benefits and holiday pay What you need to do nowIf you're available immediately and interested in this temporary Service Administrator role in Markham Vale, Chesterfield, click apply now or contact your Hays consultant today for further information.

Role: Production Planner / Purchaser Location: Wythenshawe Type: Permanent Hours: Monday to Friday, Days Salary: Up to £32,000 DOE HRGO Recruitment is recruiting on behalf of our client for a Production Planner / Purchaser to support their manufacturing operation. This is a key role responsible for ensuring materials, components, and services are available to meet production requirements while maintaining optimal stock levels and controlling costs. Working closely with suppliers and internal departments, you will be responsible for production planning, purchasing activities, inventory management, and supplier coordination to ensure efficient operations and uninterrupted supply. The role: Plan and maintain production schedules in line with customer demand and manufacturing requirements. Raise, manage, and track purchase orders, ensuring accuracy of quantities, pricing, specifications, and delivery dates. Monitor inventory levels and safety stock requirements, taking proactive action to prevent shortages or excess stock. Liaise with suppliers to confirm lead times, resolve supply issues, and maintain continuity of supply. Work closely with production, warehouse, operations, and finance teams to align planning and purchasing activities. Review supplier performance, including quality, cost, and delivery metrics, escalating risks where necessary. Support forecasting and material requirements planning (MRP), responding effectively to changes in demand and production schedules. Maintain accurate data within ERP/MRP systems and generate reports relating to stock levels, purchasing activity, and supplier performance. Identify opportunities to improve planning, purchasing, and inventory management processes. The candidate: Previous experience in production planning, purchasing, procurement, or supply chain administration, ideally within a manufacturing environment. Strong understanding of inventory control, procurement processes, and material planning. Experience using ERP/MRP systems and proficiency in Microsoft Excel. Excellent organisational skills with strong attention to detail. Effective communication, negotiation, and supplier relationship management skills. Ability to prioritise workloads and respond quickly to changing production requirements. Strong problem-solving skills and a proactive approach to work. For further information, please contact Sophie on or email

Salary: Up to £35,000 + Bonus + Excellent Benefits Job Type: Full-Time, Permanent Join a Thriving Wealth Management Firm Where Your Career Can Flourish Are you an experienced IFA Administrator looking to join a highly respected and growing wealth management business where your contribution is genuinely valued? This is an outstanding opportunity to become part of a professional, ambitious, and client-centric financial planning firm that has built its reputation on delivering exceptional advice and service to high-net-worth individuals, families, and business owners. As the business continues to expand, they are seeking a talented and detail-oriented IFA Administrator to play a pivotal role within their client support team. Working alongside experienced Financial Advisers and Paraplanners, you will help deliver a first-class client journey while benefiting from a collaborative culture, ongoing professional development, and genuine long-term career progression opportunities. For individuals who are passionate about financial planning and looking to build a rewarding career within wealth management, this role offers an excellent platform for future growth, including a clear pathway into Paraplanning. The Role As an IFA Administrator, you will be responsible for providing comprehensive administrative support across the advice process, ensuring clients receive a seamless and professional experience from initial enquiry through to ongoing servicing. You will become a key member of a highly successful team, managing client cases, liaising with providers, maintaining accurate records, and ensuring all administrative activities are completed efficiently and compliantly. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications, fund switches, withdrawals, and servicing requests. Prepare client documentation and supporting paperwork. Manage and progress client cases through to completion. Liaise with product providers, platforms, and third-party organisations. Respond to client enquiries via telephone and email in a professional and timely manner. Maintain accurate and compliant client records. Monitor workflows and ensure tasks are completed within agreed timescales. Assist with client reviews and ongoing servicing requirements. Support the delivery of exceptional client service standards throughout the business. Ensure all work is completed in accordance with FCA and internal compliance requirements. Essential Requirements To be considered for this position, applicants must have: Previous experience working within an IFA Practice, Financial Planning Firm, or Wealth Management Business . Practical experience using Intelligent Office (IO) as part of their day-to-day role. Experience supporting Financial Advisers and/or Paraplanners. Strong knowledge of financial services administration processes. Excellent organisational and time management skills. Exceptional attention to detail and accuracy. Strong communication skills, both written and verbal. The ability to manage multiple tasks and priorities simultaneously. Proficiency with Microsoft Outlook, Word, and Excel. Applications from candidates without prior IFA / Wealth Management experience or Intelligent Office experience will not be considered. Desirable Experience Exposure to investment, pension, and protection products. Experience using provider and platform systems such as Nucleus, Transact, Quilter, Standard Life, or Abrdn. Understanding of FCA regulations and financial planning processes. Progress towards industry qualifications or an interest in professional study. Salary & Benefits Salary up to £35,000 depending on experience. Discretionary annual bonus. Hybrid working arrangement. 25 days annual leave. Christmas office closure in addition to annual leave entitlement. Employer pension contribution. Private medical insurance allowance following probation. Death in Service cover. Study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Regular company events and team activities. Clear and structured progression pathway towards a Paraplanner role. Why Apply? This is an opportunity to join a forward-thinking and growing wealth management firm that genuinely invests in its people. You'll be surrounded by experienced professionals, gain exposure to complex financial planning cases, and become part of a business that values excellence, collaboration, and long-term career development. If you're an experienced IFA Administrator with Intelligent Office experience and you're looking for a role that offers stability, progression, and the chance to be part of an ambitious and successful organisation, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm? Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners who are known for providing a premium service to a range of private and corporate clients. This company are a dynamic and growing Financial Advisory, specialising in financial planning and wealth management. For nearly 50 years they continue to commit to professionalism, fair treatment to clients, and the highest standards. Your responsibilities will include processing new business applications, fund switches, and withdrawals, using a range of platforms and systems such as Adviser Asset and FE Analytics. You will also support advisers, manage client data, and carry out product research as well as writing reports and other general administrative and paraplanning duties. This role would suit an IFA Admin/Paraplanner, looking to advance their career and grow with a business who have exciting growth plans over the coming 5 years. The Role: Processing new business applications, fund switches etc. Managing client data and general administrative duties Research on Products and Market trends Study support - fully funded to level 4 and monetary bonuses on exam completion Monday - Friday, 9am - 5pm (WFH 2 days a week) The Person: IFA Admin or similar Local to the office Reference Number: BBBH25605 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

Your new company Our client is a well-established logistics and general haulage provider with a strong reputation in the UK transport sector. The business has grown into a nationwide operator offering general haulage, warehousing, and full logistics solutions. They offer regional expertise and a customer-focused approach with the scale and network of a larger logistics organisation, enabling comprehensive UK-wide distribution services. The company operates a mixed fleet of vehicles and provides flexible transport solutions-from palletised distribution to full-load deliveries-serving a wide range of industrial and retail customers. Your new role To efficiently plan, coordinate, and optimise the daily transport operations within a general haulage environment, ensuring timely deliveries, cost efficiency, and compliance with all relevant transport regulations. The Transport Planner plays a key role in maximising fleet utilisation while maintaining high levels of customer service. Plan and schedule daily vehicle routes for a fleet of HGVs involved in general haulage operations. Allocate loads effectively to ensure maximum vehicle utilisation and efficiency. Monitor vehicle movements and proactively respond to delays, disruptions, or changes. Liaise with drivers, warehouse teams, and customers to ensure smooth operations. Ensure compliance with driver hours, Working Time Directive (WTD), and transport legislation. What you'll need to succeed Proven experience in transport planning within a general haulage or logistics environment. Knowledge of UK transport legislation (driver hours, tachographs, WTD). Experience managing fleet scheduling and route optimisation. Experience with load planning and a CPC would be ideal, but my client is offering to put you through your CPC. Strong organisational and planning skills with the ability to prioritise workload. Excellent problem-solving ability and decision-making under pressure. Ability to work in a fast-paced, time-sensitive environment. What you'll get in return This position works from or Monday to Friday, plus every 4th Saturday from . They are offering a very competitive salary from £35,000- £45,000 depending on experience. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

IFA/Wealth Planning Administrator Transferable experience from other areas of Administration or financial services welcome Up to £38,000 + 12% Bonus - DOE London, City (near Cannon Street) 2 days hybrid after probation Looking to build a career in Wealth Planning? Do you already have experience within financial services and want to move into a financial planning/ IFA environment? Do you have experience within Administration and customer services and would love to build a long term career within Wealth planning. Do you thrive in a busy, social environment, that offers opportunity to work effectively alone and as part of a thriving team. This is a fantastic opportunity to join a highly respected, Chartered financial planning firm that offers outstanding training, mentoring and clear progression pathways, as well as a fantastic social, family feel atmosphere. About the Company This is a well-established, award winning, forward-thinking financial planning business - providing holistic advice across pensions, investments, mortgages, protection and estate planning. They are a growing team of around 100 people, known for their supportive, social culture, excellent staff retention and robust processes and management. We've placed multiple candidates into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported. That consistency speaks volumes about how the firm looks after its team. The company is built on strong values, with a real focus on supporting and bringing out the best in their people and helping them build long-term careers within financial planning. The Role You'll join the Client Service Team, playing a key role in supporting advisers and delivering high-quality service to clients. This is a varied and structured position where you'll be involved in the full client journey, not just administrative tasks. You'll be trusted to manage your own workflow while working closely with colleagues across the business. Producing portfolio reports and pre-meeting documentation Reviewing and correcting client cash accounts Submitting and implementing new business Supporting advisers and paraplanners with client administration Maintaining accurate client records using systems such as Intelliflo and Concert Hub Managing your own workload to meet service level expectations Escalating any issues that may impact delivery to your Team Leader Collaborating with colleagues across the business to ensure a seamless client experience Supporting wider business activities where required What They're Looking For Experience within financial services (wealth, pensions, providers, mortgages, accountancy or similar)is desirable A genuine interest in moving into wealth planning Strong organisation and attention to detail A proactive and team-focused approach Ability to manage your own workload Ideally studying towards the Diploma in Financial Planning, or keen to start Salary & Benefits £34,000 - £38,000 salary depending on experience Discretionary bonus up to 12% per annum (subject to KPIs) 32 days annual leave including bank holidays Option to buy and sell holiday 10 days paid sick leave per year (subject to terms) 2 emergency days per year Hybrid working, 2 days from home after probation Flexible hours scheme Company pension with employer matching up to 5% Private medical insurance Income protection insurance Death in service life assurance Rail season ticket loan Vivup employee benefits platform Green Commute Initiative Regular team incentives and social events Progression This is a business that genuinely invests in its people. There are clear progression routes within the Client Services team, as well as opportunities to move into paraplanning and beyond over time. After an initial couple of years in this role - they have various career development pathways you can look at. You'll be supported with exams and development, giving you everything you need to build a successful long-term career in wealth planning. If you're looking to transition into wealth planning within a supportive, well-structured firm that will invest in your development, this is a fantastic opportunity to explore.

Senior Transport Planner Location: Fareham, Hampshire Hours: Monday to Friday, Flexible Opportunity with Core Hours Required Salary: Competitive - The above is Illustrative only Holiday: 32 days including bank holidays, Increasing with length of service. Sector: Civil Engineering Our client is a well-established, multi-disciplinary consultancy specialising in transport planning, travel planning, and civil and structural engineering services. The business has grown steadily in recent years and now operates across the UK, supporting both public and private sector clients on a wide range of development and infrastructure projects. They are known for delivering practical, high-quality solutions from early feasibility through to detailed design and project delivery, with a strong emphasis on collaboration and client-focused outcomes. With an experienced and technically strong team, the company provides end-to-end support, combining commercial awareness with in-depth knowledge of current legislation and industry standards. Our client places a strong emphasis on communication, long-term relationships, and continuous improvement, underpinned by their core values of customer focus, openness, results, and excellence. They have built a solid reputation for delivering reliable and innovative engineering solutions that enable successful development across a diverse portfolio of projects nationwide. Position Duties Manage and deliver transport planning projects, ensuring they meet programme and budget requirements Prepare, review, and occasionally approve technical reports such as Transport Assessments, Transport Statements, Travel Plans, and Technical Notes Undertake and review transport analysis, including trip generation, distribution, and junction modelling Design and assess access arrangements, including visibility splays, vehicle tracking, and site access options Identify and develop mitigation measures to address capacity, safety, and active travel constraints Prepare appeal documentation, including Statements of Case and Statements of Common Ground Liaise with clients, local authorities, and stakeholders, maintaining strong professional relationships Attend and contribute to meetings, public consultations, and highway authority discussions Project manage schemes, including coordinating resources, managing timelines, and monitoring budgets Provide high-level advice and support across multiple projects, including those not directly assigned Support and mentor junior staff, assisting with their training and development Prepare fee proposals and tender submissions for projects of varying scale Assist with business development activities, including networking and marketing initiatives Contribute to S106 discussions and planning negotiations Ensure compliance with company procedures, quality standards, and professional best practice Position Requirements Degree-level qualification (or equivalent experience) in a relevant discipline Membership of a relevant professional organisation Minimum of 5 years' experience in transport planning Experience applying national, regional, and local transport policy and design guidance Experience preparing and reviewing technical documents (Transport Assessments, Transport Statements, Travel Plans, Technical Notes) Experience preparing appeal documentation (Statements of Case, Statements of Common Ground) Proven experience in project management, including budget control and programme delivery Experience in client and stakeholder liaison, including local authorities and project teams Experience attending and contributing to public consultations, meetings, and stakeholder discussions Experience in business development activities, including networking and marketing support Experience contributing to S106 obligation discussions Excellent written and verbal communication skills Ability to provide high-level advice and initial project feedback without detailed technical input Proficiency in junction modelling software and methodologies for trip generation and distribution (including "Decide and Provide") Ability to design and assess mitigation measures for capacity, safety, and active travel issues Capability to undertake access appraisals and develop access design solutions Commercial awareness, including preparing fee proposals and tenders Problem-solving skills with a proactive and adaptable approach Ability to work under pressure in a calm and efficient manner Competence in Microsoft Office and other computer-based systems Position Remuneration 5-hour workdays with flexible working hours, with a core hour requirement allowing for lifestyle and work life balance 24 days annual leave, increasing with length of service plus 8 bank holidays Day off on your birthday if it falls on a working day One community or charity day a year to allow you to support the person projects you love Salary sacrifice scheme with the opportunity to purchase or sell annual leave days. Christmas shut down Quarterly and yearly bonus schemes, offering the potential to earn more Private healthcare upon completion of probation period Bike to work scheme Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.

Senior Transport Planner Location: Cambridge, Cambridgeshire Hours: Monday to Friday, Flexible Opportunity with Core Hours Required Salary: Competitive - The above is illustrative only Holiday: 32 days including bank holidays, Increasing with length of service. Sector: Civil Engineering Our client is a well-established, multi-disciplinary consultancy specialising in transport planning, travel planning, and civil and structural engineering services. The business has grown steadily in recent years and now operates across the UK, supporting both public and private sector clients on a wide range of development and infrastructure projects. They are known for delivering practical, high-quality solutions from early feasibility through to detailed design and project delivery, with a strong emphasis on collaboration and client-focused outcomes. With an experienced and technically strong team, the company provides end-to-end support, combining commercial awareness with in-depth knowledge of current legislation and industry standards. Our client places a strong emphasis on communication, long-term relationships, and continuous improvement, underpinned by their core values of customer focus, openness, results, and excellence. They have built a solid reputation for delivering reliable and innovative engineering solutions that enable successful development across a diverse portfolio of projects nationwide. Position Duties Manage and deliver transport planning projects, ensuring they meet programme and budget requirements Prepare, review, and occasionally approve technical reports such as Transport Assessments, Transport Statements, Travel Plans, and Technical Notes Undertake and review transport analysis, including trip generation, distribution, and junction modelling Design and assess access arrangements, including visibility splays, vehicle tracking, and site access options Identify and develop mitigation measures to address capacity, safety, and active travel constraints Prepare appeal documentation, including Statements of Case and Statements of Common Ground Liaise with clients, local authorities, and stakeholders, maintaining strong professional relationships Attend and contribute to meetings, public consultations, and highway authority discussions Project manage schemes, including coordinating resources, managing timelines, and monitoring budgets Provide high-level advice and support across multiple projects, including those not directly assigned Support and mentor junior staff, assisting with their training and development Prepare fee proposals and tender submissions for projects of varying scale Assist with business development activities, including networking and marketing initiatives Contribute to S106 discussions and planning negotiations Ensure compliance with company procedures, quality standards, and professional best practice Position Requirements Degree-level qualification (or equivalent experience) in a relevant discipline Membership of a relevant professional organisation Minimum of 5 years' experience in transport planning Experience applying national, regional, and local transport policy and design guidance Experience preparing and reviewing technical documents (Transport Assessments, Transport Statements, Travel Plans, Technical Notes) Experience preparing appeal documentation (Statements of Case, Statements of Common Ground) Proven experience in project management, including budget control and programme delivery Experience in client and stakeholder liaison, including local authorities and project teams Experience attending and contributing to public consultations, meetings, and stakeholder discussions Experience in business development activities, including networking and marketing support Experience contributing to S106 obligation discussions Excellent written and verbal communication skills Ability to provide high-level advice and initial project feedback without detailed technical input Proficiency in junction modelling software and methodologies for trip generation and distribution (including "Decide and Provide") Ability to design and assess mitigation measures for capacity, safety, and active travel issues Capability to undertake access appraisals and develop access design solutions Commercial awareness, including preparing fee proposals and tenders Problem-solving skills with a proactive and adaptable approach Ability to work under pressure in a calm and efficient manner Competence in Microsoft Office and other computer-based systems Position Remuneration 5-hour workdays with flexible working hours, with a core hour requirement allowing for lifestyle and work life balance 24 days annual leave, increasing with length of service plus 8 bank holidays Day off on your birthday if it falls on a working day One community or charity day a year to allow you to support the person projects you love Salary sacrifice scheme with the opportunity to purchase or sell annual leave days. Christmas shut down Quarterly and yearly bonus schemes, offering the potential to earn more Private healthcare upon completion of probation period Bike to work scheme Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.

Principal Transport Planner Location: Fareham, Hampshire Hours: Monday to Friday, Flexible Opportunity with Core Hours Required Salary: Competitive - The above is illustrative only Holiday: 32 days including bank holidays, Increasing with length of service. Sector: Civil Engineering Our client is a well-established, multi-disciplinary consultancy specialising in transport planning, travel planning, and civil and structural engineering services. The business has grown steadily in recent years and now operates across the UK, supporting both public and private sector clients on a wide range of development and infrastructure projects. They are known for delivering practical, high-quality solutions from early feasibility through to detailed design and project delivery, with a strong emphasis on collaboration and client-focused outcomes. With an experienced and technically strong team, the company provides end-to-end support, combining commercial awareness with in-depth knowledge of current legislation and industry standards. Our client places a strong emphasis on communication, long-term relationships, and continuous improvement, underpinned by their core values of customer focus, openness, results, and excellence. They have built a solid reputation for delivering reliable and innovative engineering solutions that enable successful development across a diverse portfolio of projects nationwide. Position Duties Lead and manage transport planning projects, ensuring delivery to agreed budgets and timelines Prepare, review, and approve technical reports such as Transport Assessments, Transport Statements, Travel Plans, and Technical Notes Oversee and support the production of technical drawings and transport-related designs Apply and review transport modelling techniques to assess trip generation and distribution Manage and mentor team members, including training, delegation, and performance appraisals Act as the main point of contact for clients, maintaining strong professional relationships Project manage schemes, including resource planning and coordination Prepare and review appeal documentation, including Statements of Case and Proofs of Evidence Act as an expert witness at appeal hearings and public inquiries where required Attend and lead meetings with clients, stakeholders, and project teams Prepare, review, and issue fee proposals and tender submissions Identify and pursue business development opportunities, including networking and winning new work Support and contribute to marketing initiatives and company promotion Position Requirements Degree-level qualification (or equivalent experience) in a relevant field Membership of a relevant professional organisation Minimum of 7 years' experience in transport planning Extensive practical and theoretical knowledge of transport planning principles Experience managing, training, and mentoring staff Proven experience in project management, including budget and programme control Experience preparing and reviewing key documents (e.g. Transport Assessments, Statements, Travel Plans, Technical Notes) Experience with appeal documentation (Statements of Case, Common Ground, Proof of Evidence) Experience acting as an expert witness at hearings or public inquiries Experience in business development, including winning work and networking Position Remuneration 5-hour workdays with flexible working hours, with a core hour requirement allowing for lifestyle and work life balance 24 days annual leave, increasing with length of service plus 8 bank holidays Day off on your birthday if it falls on a working day One community or charity day a year to allow you to support the person projects you love Salary sacrifice scheme with the opportunity to purchase or sell annual leave days. Christmas shut down Quarterly and yearly bonus schemes, offering the potential to earn more Private healthcare upon completion of probation period Bike to work scheme Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.

Senior IFA Administrator Based: Holborn, London Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.

Excellent opportunity with a reputable firm in Penrith Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications. They are located in a central and easily accessible area. Your new role As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience. Key responsibilities include: Handling inbound phone calls, enquiries, and requests from clients and providers Managing client correspondence in both written and verbal formats Processing new business applications across pensions, investments, and protection products Preparing client review packs for annual and tri-annual meetings Coordinating client meetings and managing advisers' diaries Producing portfolio illustrations and supporting investment processes Providing comprehensive back-office support to the wider team Maintaining and updating accurate, compliant client records using internal systems Ensuring all financial planning administration is completed in line with regulatory procedures What you'll need to succeed Previous experience working within a Financial Planning or Professional services organisation Strong organisational skills with the ability to prioritise workloads effectively Excellent communication skills and a professional, client-first approach Analytical thinking and problem-solving ability High attention to detail with a focus on compliance and accuracy Confident IT skills across office systems and back-office software A positive, flexible attitude and a strong team ethic What you'll get in return Flexible salary for those with experience beyond administration 25 days holiday (increasing with length of service) plus Bank Holidays Birthday Leave Holiday Purchase Scheme Enhanced Parental Leave Life Assurance Pension Cycle to Work Scheme Corporate Eyecare Dogs welcome in the office! What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Job Title: Chartered Town Planner Location: Birmingham Penguin Recruitment is delighted to be supporting a well-established and highly regarded independent planning and architecture consultancy in their search for a Chartered Town Planner. Our client is a leading multidisciplinary practice, providing expert planning, architecture, and masterplanning services to a diverse client base including developers, landowners, businesses, and the public sector. With offices in the Midlands and London, they are involved in a wide variety of projects across residential, commercial, and mixed-use developments nationwide. Due to continued growth and a strong pipeline of work, they are now seeking an MRTPI-qualified Town Planner to join their dynamic and collaborative team. The Role You will take a leading role across a broad range of planning projects, working from initial appraisal through to determination and beyond. Responsibilities are likely to include: Managing a diverse portfolio of planning applications and appeals Preparing high-quality planning statements and supporting documentation Liaising with clients, local authorities, and key stakeholders Supporting business development and identifying new opportunities Representing clients at committees, hearings, and inquiries You will have the opportunity to work on a wide mix of schemes across both urban and rural environments, including sensitive and Green Belt sites, gaining exposure to projects from inception through to delivery. About You MRTPI qualified (or working towards) Demonstrable experience within a consultancy or local authority environment Strong report writing and communication skills Ability to manage multiple projects and deadlines effectively A proactive, team-oriented approach Why Apply? Join a respected, independent consultancy with a strong reputation in the market Work on varied and high-quality projects across multiple sectors Be part of a supportive, collaborative team environment Flexible working arrangements and competitive remuneration package This is an excellent opportunity for a motivated Chartered Town Planner looking to take the next step in their career within a forward-thinking and growing consultancy. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)