Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jun 24, 2026
Full time
Financial Planning Administrator Location: Leeds Salary: 27,000 - 30,000 per annum Job Type: Full-Time, Permanent The Opportunity A well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to further their career within wealth management and financial planning. Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance. Key Responsibilities Processing new business applications across pensions, investments and protection products Managing Letters of Authority (LOAs) and obtaining information from providers Preparing client review packs and supporting ongoing servicing requirements Liaising with clients, providers, advisers and paraplanners to progress cases efficiently Maintaining accurate client records and updating back-office systems Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks Assisting with fund switches, withdrawals, transfers and other client servicing activities Monitoring outstanding requirements and ensuring cases progress within agreed timescales Ensuring all administration is completed in line with FCA regulations and company compliance procedures About You Previous experience within a Financial Planning, Wealth Management or IFA environment Strong understanding of financial services administration processes Experience completing KYC and AML checks Excellent organisational skills with strong attention to detail Professional communication skills and a client-focused approach Ability to manage multiple priorities in a fast-paced environment Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous Knowledge of pensions, investments and protection products is desirable What's on Offer? Competitive salary of 27,000 - 30,000 per annum Supportive and collaborative team environment Ongoing training and professional development opportunities Clear career progression within financial planning Comprehensive benefits package If you are an experienced Financial Planning Administrator looking to join a growing and reputable firm, we'd love to hear from you. Contact and send your CV to: (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Jun 24, 2026
Full time
Formed in the 1980's to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an experienced IFA Administrator. You will provide full support to the Consultants and Paraplanners ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if this is your goal. You will have strong IT and communications skills and the desire to further your career. Local to the office in Surrey, Fetcham. Hybrid working is available. £neg Salary, depending on experience. This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development. Please apply on-line or contact Cameron James for more information.
Our client is a family run business, with an amazing product and a customer centric approach. They have stores in the UK and a rapidly growing online, International and concessions business. They really care about people, customers, and the communities in which they trade and are now looking for a Trade Planner. The role will be hybrid, with three days per week based out of their Amersham Head off click apply for full job details
Jun 24, 2026
Full time
Our client is a family run business, with an amazing product and a customer centric approach. They have stores in the UK and a rapidly growing online, International and concessions business. They really care about people, customers, and the communities in which they trade and are now looking for a Trade Planner. The role will be hybrid, with three days per week based out of their Amersham Head off click apply for full job details
Mortgage Broker - Spanish Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you a Spanish-speaking Mortgage Broker who thrives in a relationship-driven environment and enjoys advising HNW and UHNW clients who genuinely value your expertise? The Opportunity Join a respected London brokerage with exceptional lender relationships, from high-street and specialist lenders through to private banks and boutique funders. You'll work with a well-established HNW and UHNW client base, including a strong pipeline of Spanish investors purchasing UK and international property. This role offers exposure to prime and super-prime London transactions, complex income structures, private bank lending and international travel to meet clients and introducers across Spain and Europe. Key Responsibilities Provide regulated mortgage advice to UK and international clients Support Spanish-speaking clients purchasing UK property Advise on residential, buy-to-let, complex and high-value lending Manage prime and super-prime London transactions Build long-term relationships with HNW/UHNW investors and introducers Handle cases from enquiry to completion Ensure full FCA compliance and accurate case management Liaise with lenders, solicitors, wealth partners and internal teams Participate in international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in Spanish and English Experience with international clients or overseas income beneficial Strong understanding of UK mortgage regulation and lender criteria Confident advising HNW/UHNW or complex clients Professional, relationship-focused and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) Realistic OTE £100k+ Access to HNW/UHNW clients and elite lender relationships High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential discussion. Spanish Speaking Mortgage Broker, Spanish Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Mortgages, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, Spanish Investors UK Property
Jun 24, 2026
Full time
Mortgage Broker - Spanish Speaking London/Hybrid Guaranteed income up to £60,000 DOE, £100k+ OTE Are you a Spanish-speaking Mortgage Broker who thrives in a relationship-driven environment and enjoys advising HNW and UHNW clients who genuinely value your expertise? The Opportunity Join a respected London brokerage with exceptional lender relationships, from high-street and specialist lenders through to private banks and boutique funders. You'll work with a well-established HNW and UHNW client base, including a strong pipeline of Spanish investors purchasing UK and international property. This role offers exposure to prime and super-prime London transactions, complex income structures, private bank lending and international travel to meet clients and introducers across Spain and Europe. Key Responsibilities Provide regulated mortgage advice to UK and international clients Support Spanish-speaking clients purchasing UK property Advise on residential, buy-to-let, complex and high-value lending Manage prime and super-prime London transactions Build long-term relationships with HNW/UHNW investors and introducers Handle cases from enquiry to completion Ensure full FCA compliance and accurate case management Liaise with lenders, solicitors, wealth partners and internal teams Participate in international travel Person & Experience Required Fully CeMAP qualified (or equivalent) UK experience as a Mortgage Broker/Mortgage Adviser (We could consider Mortgage Administrators/Paraplanners who wish to develop into Advisory providing they have the relevant language skills). Fluent in Spanish and English Experience with international clients or overseas income beneficial Strong understanding of UK mortgage regulation and lender criteria Confident advising HNW/UHNW or complex clients Professional, relationship-focused and commercially aware What's on Offer? Guaranteed income up to £60,000 (Depending on experience and demonstrable banked revenue) Realistic OTE £100k+ Access to HNW/UHNW clients and elite lender relationships High-quality internal and international leads Exposure to prime and super-prime London real estate International travel opportunities Hybrid working Private healthcare and wellbeing support Competitive holiday allowance and additional benefits Apply Now Apply today for a confidential discussion. Spanish Speaking Mortgage Broker, Spanish Mortgage Adviser, HNW Mortgage Broker, UHNW Mortgage Broker, Private Bank Mortgages, International Mortgage Adviser, Prime London Property Finance, CeMAP Mortgage Adviser, Overseas Investor Mortgages, Spanish Investors UK Property
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
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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.
Reed Engineering & Manufacturing are working with a leading manufacturing/heavy engineering business looking to appoint a Production Controller to play a pivotal role in driving operational performance, improving delivery reliability, and ensuring production runs smoothly from start to finish. This is a fantastic opportunity for someone with planning or production experience who wants to step into a highly visible role with real impact across operations, supply chain, and customer delivery. What you'll be doing: Owning production planning and scheduling , ensuring orders are delivered on time and in full Providing accurate lead times and balancing demand against capacity Driving on-time delivery (OTD) and identifying risks before they impact customers Managing material flow using pull systems, buffers, and inventory control Coordinating closely with operations, suppliers, and logistics teams Overseeing subcontractor performance and ensuring supply continuity Handling customer reschedules and delivery updates professionally and proactively Monitoring performance vs plan and taking action to keep production on track Contributing to S&OP and capacity planning discussions What we're looking for: Experience in production planning, scheduling, or manufacturing operations Strong understanding of how a factory environment runs (metals/heavy engineering/manufacturing/steel experience is a bonus) Confident with Excel and planning systems Highly organised with the ability to prioritise in a fast-moving manufacturing environment Strong communicator-able to influence and build relationships across teams A proactive mindset with a focus on problem-solving and continuous improvement The position also includes a bonus of up to £5,400
Jun 24, 2026
Full time
Reed Engineering & Manufacturing are working with a leading manufacturing/heavy engineering business looking to appoint a Production Controller to play a pivotal role in driving operational performance, improving delivery reliability, and ensuring production runs smoothly from start to finish. This is a fantastic opportunity for someone with planning or production experience who wants to step into a highly visible role with real impact across operations, supply chain, and customer delivery. What you'll be doing: Owning production planning and scheduling , ensuring orders are delivered on time and in full Providing accurate lead times and balancing demand against capacity Driving on-time delivery (OTD) and identifying risks before they impact customers Managing material flow using pull systems, buffers, and inventory control Coordinating closely with operations, suppliers, and logistics teams Overseeing subcontractor performance and ensuring supply continuity Handling customer reschedules and delivery updates professionally and proactively Monitoring performance vs plan and taking action to keep production on track Contributing to S&OP and capacity planning discussions What we're looking for: Experience in production planning, scheduling, or manufacturing operations Strong understanding of how a factory environment runs (metals/heavy engineering/manufacturing/steel experience is a bonus) Confident with Excel and planning systems Highly organised with the ability to prioritise in a fast-moving manufacturing environment Strong communicator-able to influence and build relationships across teams A proactive mindset with a focus on problem-solving and continuous improvement The position also includes a bonus of up to £5,400
Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families click apply for full job details
Jun 24, 2026
Full time
Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial advisory firm offering tailored, holistic advice to individuals and families click apply for full job details
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.
Jun 24, 2026
Full time
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.
Jun 24, 2026
Full time
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.
Jun 24, 2026
Seasonal
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
Jun 24, 2026
Full time
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
Company description: Production Order Planner Job description: Uniting whats next in traffic. Production Order Planner At Yunex Traffic, we launch cities into the future with forward-looking infrastructure and transport solutions, making mobility safer, more efficient and more sustainable for all click apply for full job details
Jun 24, 2026
Full time
Company description: Production Order Planner Job description: Uniting whats next in traffic. Production Order Planner At Yunex Traffic, we launch cities into the future with forward-looking infrastructure and transport solutions, making mobility safer, more efficient and more sustainable for all click apply for full job details
Role: Programme Coordinator Location: Marylebone Station, London Contract Type: Permanent Salary: Up to 34,700 per annum Role Purpose The programme coordinator will provide essential support to the team and wider business, reporting, analysing, tracking and monitoring projects and programmes. The role will support in meetings, ensure reports are completed accurately in line with agreed deadlines and processes are followed. They will provide guidance and assistance to colleagues on documentation, requirements and project planning. Key Accountabilities Deliver, accurate, compelling reporting using data management tools and dashboards to show progress on all projects and programmes accurately and in line with agreed deadlines highlighting risk and opportunity. Work effectively with internal and external colleagues and stakeholders to drive accountability for delivery and provide constructive support and challenge where required. Attend and provide administrative support for programme and project governance meetings. Manage project filing and updating of key project documentation such as Risk, Action, Assumption, Issue & Dependency (RAAID) Log and Highlight reports ensuring adherence to PMO processes and governance. Support and/or produce project schedule for a range of projects and programmes Analyse, monitor and track project delivery and escalate as required Support the continuous improvement of reporting, processes and policies. Arrange and take minutes at key stakeholder meetings as required such as Programme Delivery Group (PDG) and Industry Partner meetings. Manage internal communications channels and systems using tools such as SharePoint Build positive relationships and explore networking opportunities across the business, including but not limited to, Procurement, Finance, IT, HSSE and infrastructure teams to support the delivery of projects on time and within budget. Ensure appropriate activities such as stage gate end reviews and handover plans are in place for transition to BAU. Support the training and development of key project stakeholders to improve the project management capability within the business. Actively promote and spread awareness of the Programme Management Office (PMO)across the business. Engage with and share best practice across Train Operating Companies (TOCs). Person Specification Experience: Experience of providing administrative support to projects and programmes. Diary management, minute taking and document management. Experience of delivering accurate high quality periodic reporting. Experience of producing project schedule desirable. Skills and competencies: Experience of project and programme management principles and/or relevant qualification Proactive self-starter who can work independently as well as part of a team Problem solver who enjoys identifying and implementing solutions Ability to build positive relationships with colleagues from across the business Intermediate MS Excel / MS Project / MS PowerPoint / MS SharePoint / MS Planner Understanding of basic risk management Ability to produce accurate and concise meeting minutes Strong attention to detail and time management skills to deliver engaging reporting to clear deadlines An understanding of financial reporting and use of data management tools such as Power BI. Effective and persuasive written and verbal communication style
Jun 24, 2026
Full time
Role: Programme Coordinator Location: Marylebone Station, London Contract Type: Permanent Salary: Up to 34,700 per annum Role Purpose The programme coordinator will provide essential support to the team and wider business, reporting, analysing, tracking and monitoring projects and programmes. The role will support in meetings, ensure reports are completed accurately in line with agreed deadlines and processes are followed. They will provide guidance and assistance to colleagues on documentation, requirements and project planning. Key Accountabilities Deliver, accurate, compelling reporting using data management tools and dashboards to show progress on all projects and programmes accurately and in line with agreed deadlines highlighting risk and opportunity. Work effectively with internal and external colleagues and stakeholders to drive accountability for delivery and provide constructive support and challenge where required. Attend and provide administrative support for programme and project governance meetings. Manage project filing and updating of key project documentation such as Risk, Action, Assumption, Issue & Dependency (RAAID) Log and Highlight reports ensuring adherence to PMO processes and governance. Support and/or produce project schedule for a range of projects and programmes Analyse, monitor and track project delivery and escalate as required Support the continuous improvement of reporting, processes and policies. Arrange and take minutes at key stakeholder meetings as required such as Programme Delivery Group (PDG) and Industry Partner meetings. Manage internal communications channels and systems using tools such as SharePoint Build positive relationships and explore networking opportunities across the business, including but not limited to, Procurement, Finance, IT, HSSE and infrastructure teams to support the delivery of projects on time and within budget. Ensure appropriate activities such as stage gate end reviews and handover plans are in place for transition to BAU. Support the training and development of key project stakeholders to improve the project management capability within the business. Actively promote and spread awareness of the Programme Management Office (PMO)across the business. Engage with and share best practice across Train Operating Companies (TOCs). Person Specification Experience: Experience of providing administrative support to projects and programmes. Diary management, minute taking and document management. Experience of delivering accurate high quality periodic reporting. Experience of producing project schedule desirable. Skills and competencies: Experience of project and programme management principles and/or relevant qualification Proactive self-starter who can work independently as well as part of a team Problem solver who enjoys identifying and implementing solutions Ability to build positive relationships with colleagues from across the business Intermediate MS Excel / MS Project / MS PowerPoint / MS SharePoint / MS Planner Understanding of basic risk management Ability to produce accurate and concise meeting minutes Strong attention to detail and time management skills to deliver engaging reporting to clear deadlines An understanding of financial reporting and use of data management tools such as Power BI. Effective and persuasive written and verbal communication style
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 click apply for full job details
Jun 24, 2026
Full time
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 click apply for full job details
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.
Jun 24, 2026
Full time
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.
Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Richmond office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 ish plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
Jun 24, 2026
Full time
Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Richmond office This role will allow a Hybrid option of 2 days from home and 3 in the office We looking for an established Paraplanner experienced writing suitability reports and ideally part Chartered Base to £50000 ish plus benefits package Ideal candidate will have IO experience although essential training will be provided For more details call Jason at Astral
