Graduate Production Planner Edinburgh 24,000 - 26,000 + Full Training + Great Career Progression + Technically Interesting Projects + Successful International Business + 32 Days Holiday + Great Company Benefits Excellent opportunity for an Engineering graduate to work for a global infrastructure business, who will support your career with full training in their industry and in Production Planning. On offer is the chance to join a successful international engineering business, who will fully invest in you with training in their sector as well as external training incentives, and are offering a great package including; bonuses, share schemes, as well as long-term career development. This International Infrastructure business are currently in a phase of rapid expansion due to high profitability as well as strategic growth both organic and through acquisition. They are a market leader in their field, setting the standard by employee satisfaction, excellent customer service and providing a product that is unrivalled by their competition. They are currently seeking additional Graduate Production Planners to join their fast growing team. In this role, you'll be responsible for short-term production planning and scheduling to ensure assemblies are manufactured efficiently, on time and in line with customer requirements. This is a fantastic opportunity to kickstart you career on a great trajectory, and join an international business, who are offering full training in their industry and contracts as well as long-term career development. THE ROLE: Manage short-term production planning and detailed scheduling Carry out material and capacity availability checks before releasing orders to production. Progression and Training THE PERSON: Graduate Engineer (Bachelors or HND/HNC) Strong IT literacy skills Looking for long-term career development Reference Number - BBBH(phone number removed) Edinburgh, Falkirk, Dunferline, Rosyth, Penicuik, Bonnyrigg, Haddington, Livingston, Glasgow, Dunbar. Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set and will be decided by our client, the employer. Rise are not responsible or liable for any hiring decisions made by the end client. We are an equal opportunities company and welcome applications from all suitable candidates.
Jul 01, 2026
Full time
Graduate Production Planner Edinburgh 24,000 - 26,000 + Full Training + Great Career Progression + Technically Interesting Projects + Successful International Business + 32 Days Holiday + Great Company Benefits Excellent opportunity for an Engineering graduate to work for a global infrastructure business, who will support your career with full training in their industry and in Production Planning. On offer is the chance to join a successful international engineering business, who will fully invest in you with training in their sector as well as external training incentives, and are offering a great package including; bonuses, share schemes, as well as long-term career development. This International Infrastructure business are currently in a phase of rapid expansion due to high profitability as well as strategic growth both organic and through acquisition. They are a market leader in their field, setting the standard by employee satisfaction, excellent customer service and providing a product that is unrivalled by their competition. They are currently seeking additional Graduate Production Planners to join their fast growing team. In this role, you'll be responsible for short-term production planning and scheduling to ensure assemblies are manufactured efficiently, on time and in line with customer requirements. This is a fantastic opportunity to kickstart you career on a great trajectory, and join an international business, who are offering full training in their industry and contracts as well as long-term career development. THE ROLE: Manage short-term production planning and detailed scheduling Carry out material and capacity availability checks before releasing orders to production. Progression and Training THE PERSON: Graduate Engineer (Bachelors or HND/HNC) Strong IT literacy skills Looking for long-term career development Reference Number - BBBH(phone number removed) Edinburgh, Falkirk, Dunferline, Rosyth, Penicuik, Bonnyrigg, Haddington, Livingston, Glasgow, Dunbar. Rise Technical Recruitment Ltd acts an employment agency for permanent roles and an employment business for temporary roles. The salary advertised is the bracket available for this position. The actual salary paid will be dependent on your level of experience, qualifications and skill set and will be decided by our client, the employer. Rise are not responsible or liable for any hiring decisions made by the end client. We are an equal opportunities company and welcome applications from all suitable candidates.
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.
Jul 01, 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.
ParaplannerLocation; LeicestershireSalary; £K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for a Paraplanner, to join their paraplanning team. ROLE OVERVIEW: The Paraplanning Team are responsible for producing all of the firms Suitability Reports, offering technical support to the advisers, conducting product research and comparison, completing cash flow analysis and project work in relation to improving processing and effective working. MAIN TASKS SUITABILITY REPORTS: Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. RESEARCH: To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients To maintain records that meet the requirements of the firm and the FCA. OTHER AREAS: To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. Report to the Head of Paraplanning on a day-to-day basis (or other frequency as agreed on and varied from time to time) regarding; workload, and legislative issues. PERSON SPECIFICATION QUALIFICATIONS & EXPERIENCE ESSENTIAL: Diploma in Financial Planning (or equivalent) Financial service administration experience At least 2 years' experience as a paraplanner. KNOWLEDGE AND SKILLS REQUIRED ESSENTIAL: To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows. Knowledge of the advice process. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training and Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices. Knowledge of Data Protection legislation and the ability to apply this within the workplace. A good working knowledge of Outlook, Word and Excel Ability to communicate effectively with clients, third parties and professional connections via various methods - phone, letter, e-mail, etc. Ability to operate an effective diary system. Ability to create and maintain accurate computer-based records. Excellent written and verbal communication skills. DESIRABLE: Experience using Virtual Cabinet and Intelliflo Office & Planning PAY & BENEFITS: Salary £35,000 to £42,000 per annum (dependant on qualifications, knowledge, and experience) 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available. Discretionary bonuses 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme. Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to be considered for this role, please email your cv to or call me to discuss on . If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
Jul 01, 2026
Full time
ParaplannerLocation; LeicestershireSalary; £K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for a Paraplanner, to join their paraplanning team. ROLE OVERVIEW: The Paraplanning Team are responsible for producing all of the firms Suitability Reports, offering technical support to the advisers, conducting product research and comparison, completing cash flow analysis and project work in relation to improving processing and effective working. MAIN TASKS SUITABILITY REPORTS: Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication. Work closely with Financial Planners and the wider teams to obtain all relevant information. RESEARCH: To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients. To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors To work closely with other members of the Paraplanning Team To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team To maintain good working relationships with colleagues, third party providers and clients To maintain records that meet the requirements of the firm and the FCA. OTHER AREAS: To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken. To produce one off comparisons and reports for bespoke client cases where necessary To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries. Report to the Head of Paraplanning on a day-to-day basis (or other frequency as agreed on and varied from time to time) regarding; workload, and legislative issues. PERSON SPECIFICATION QUALIFICATIONS & EXPERIENCE ESSENTIAL: Diploma in Financial Planning (or equivalent) Financial service administration experience At least 2 years' experience as a paraplanner. KNOWLEDGE AND SKILLS REQUIRED ESSENTIAL: To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows. Knowledge of the advice process. Knowledge relating to pension, investment and protection products and their application in financial planning. Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training and Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices. Knowledge of Data Protection legislation and the ability to apply this within the workplace. A good working knowledge of Outlook, Word and Excel Ability to communicate effectively with clients, third parties and professional connections via various methods - phone, letter, e-mail, etc. Ability to operate an effective diary system. Ability to create and maintain accurate computer-based records. Excellent written and verbal communication skills. DESIRABLE: Experience using Virtual Cabinet and Intelliflo Office & Planning PAY & BENEFITS: Salary £35,000 to £42,000 per annum (dependant on qualifications, knowledge, and experience) 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available. Discretionary bonuses 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme. Free parking Hybrid Working Scheme - Following completion of initial training and induction If you wish to be considered for this role, please email your cv to or call me to discuss on . If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
Assistant Financial Planner Location; Leicestershire Salary; £40-45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required create a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to be considered for this role, please email your cv to or call me to discuss on . If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
Jul 01, 2026
Full time
Assistant Financial Planner Location; Leicestershire Salary; £40-45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS: Financial Planning Assistance Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required create a detailed note for client meetings highlighting the client's objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. As required ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments: Pensions and Investments teams will prepare meeting packs in advance of the client meeting. Paraplanning will prepare suitability reports and cash flow modelling. Technical Tasks Review client communication documents to ensure accuracy. Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. Support the organisation of the annual client conference. Represent the firm professionally during all client events and interactions. Service and Compliance Ensure that the firm's high standards of client care are met by demonstrating competence in all stages of the advisory process. Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures. QUALIFICATIONS: Essential 5 GCSE's or equivalent including English Language - Grade C or above Part qualified level 4, diploma in Financial Planning Desirable Qualified level 4, diploma in Financial Planning. Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. DEMONSTRABLE EXPERIENCE: Essential At least 3 years' experience within financial services role. Servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPI's and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace If you wish to be considered for this role, please email your cv to or call me to discuss on . If you have not heard from us within three weeks of submitting your application, please assume that your application has been unsuccessful on this occasion. We thank you for your interest and encourage you to apply for future opportunities.
Job Title: Transport Planner Location: Oxford Penguin Recruitment is delighted to be supporting a fast-growing and award-winning Civil Engineering and Transport Planning consultancy in their search for a Transport Planner. This is an exciting opportunity to join an expanding team, working across a diverse portfolio of development projects. The Role You will take a hands-on role in delivering transport planning projects, including: Managing small to medium-sized projects, including budgets and timelines Preparing Transport Assessments, Statements, Travel Plans, and Technical Notes Analysing trip generation, distribution, and transport impacts Reviewing access designs, visibility splays, and vehicle tracking Attending client, project team, and local authority meetings Undertaking site visits and supporting early-stage scheme development Contributing to fee proposals and business development About You Degree qualified (or equivalent) Minimum 2 years' experience in transport planning Working knowledge of design guidance and planning policy Strong communication and report writing skills Ability to manage workload independently and within a team Experience with Microsoft Office, AutoCAD, TRICS, and modelling software Working towards (or interested in) professional accreditation Why Apply? Join a growing, high-performing consultancy Work on varied and impactful development projects Gain client exposure and project responsibility Be part of a collaborative and supportive team environment 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)
Jul 01, 2026
Full time
Job Title: Transport Planner Location: Oxford Penguin Recruitment is delighted to be supporting a fast-growing and award-winning Civil Engineering and Transport Planning consultancy in their search for a Transport Planner. This is an exciting opportunity to join an expanding team, working across a diverse portfolio of development projects. The Role You will take a hands-on role in delivering transport planning projects, including: Managing small to medium-sized projects, including budgets and timelines Preparing Transport Assessments, Statements, Travel Plans, and Technical Notes Analysing trip generation, distribution, and transport impacts Reviewing access designs, visibility splays, and vehicle tracking Attending client, project team, and local authority meetings Undertaking site visits and supporting early-stage scheme development Contributing to fee proposals and business development About You Degree qualified (or equivalent) Minimum 2 years' experience in transport planning Working knowledge of design guidance and planning policy Strong communication and report writing skills Ability to manage workload independently and within a team Experience with Microsoft Office, AutoCAD, TRICS, and modelling software Working towards (or interested in) professional accreditation Why Apply? Join a growing, high-performing consultancy Work on varied and impactful development projects Gain client exposure and project responsibility Be part of a collaborative and supportive team environment 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)
Job Title: Transport Planner Location: Hampshire Penguin Recruitment is delighted to be supporting a fast-growing and award-winning Civil Engineering and Transport Planning consultancy in their search for a Transport Planner. This is an exciting opportunity to join an expanding team, working across a diverse portfolio of development projects. The Role You will take a hands-on role in delivering transport planning projects, including: Managing small to medium-sized projects, including budgets and timelines Preparing Transport Assessments, Statements, Travel Plans, and Technical Notes Analysing trip generation, distribution, and transport impacts Reviewing access designs, visibility splays, and vehicle tracking Attending client, project team, and local authority meetings Undertaking site visits and supporting early-stage scheme development Contributing to fee proposals and business development About You Degree qualified (or equivalent) Minimum 2 years' experience in transport planning Working knowledge of design guidance and planning policy Strong communication and report writing skills Ability to manage workload independently and within a team Experience with Microsoft Office, AutoCAD, TRICS, and modelling software Working towards (or interested in) professional accreditation Why Apply? Join a growing, high-performing consultancy Work on varied and impactful development projects Gain client exposure and project responsibility Be part of a collaborative and supportive team environment 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)
Jul 01, 2026
Full time
Job Title: Transport Planner Location: Hampshire Penguin Recruitment is delighted to be supporting a fast-growing and award-winning Civil Engineering and Transport Planning consultancy in their search for a Transport Planner. This is an exciting opportunity to join an expanding team, working across a diverse portfolio of development projects. The Role You will take a hands-on role in delivering transport planning projects, including: Managing small to medium-sized projects, including budgets and timelines Preparing Transport Assessments, Statements, Travel Plans, and Technical Notes Analysing trip generation, distribution, and transport impacts Reviewing access designs, visibility splays, and vehicle tracking Attending client, project team, and local authority meetings Undertaking site visits and supporting early-stage scheme development Contributing to fee proposals and business development About You Degree qualified (or equivalent) Minimum 2 years' experience in transport planning Working knowledge of design guidance and planning policy Strong communication and report writing skills Ability to manage workload independently and within a team Experience with Microsoft Office, AutoCAD, TRICS, and modelling software Working towards (or interested in) professional accreditation Why Apply? Join a growing, high-performing consultancy Work on varied and impactful development projects Gain client exposure and project responsibility Be part of a collaborative and supportive team environment 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)
Plan - Resource - Performance - Analysis - Support - 6 month contract - hybrid working. Planning & Performance Analyst required to come and join my customers IT & Technology department. In this bespoke role, you will be helping technology as a department be well planned and in control, supporting the Leadership team to ensure they have the right skills a capabilities to meet current & future needs (Resource Planning). You will be responsible for and provide support in the ownership of planning and assurance services and activities to help every element of the IT/Technology department. In this 6 month contract role, you will be primarily tasked with leading on Planning & Performance activities to help the department stay well planned and in control. This will involve a whole range of things, from administration of succession and skills registers, through to maintaining a clear view of key events. Creating and analysing departmental performance reports to help drive improvement plans is also an important part of this role. You'll lead on the creation of content for departmental communications and engagement meetings. Other notable duties include: Administration of succession planner for technology dept, engaging with technology Business Leaders to ensure completeness and tracking of actions where required to improve Administration of skills and workforce planner for technology department Creation of content for technology departmental comms and engagement meetings Governance of Technology standby and call out rota, and administration of Technology BL standby rota Assurance of monthly standby and overtime submission Administration and task management of operational risks (where required) Responsible for administration of the Technology departments operational planner Analysis of performance reporting to identify improvements Management of technology submissions planner and support in producing submissions for exec, board, risk & audit and disclosure committees Strong skills in Microsoft Office products is essential for this role. Please be aware this is not a technical role. An understanding of IT/Tech is important but this is generally to support the IT/Technology department with the above duties For the role, youll be based in the Coventry office working on a hybrid basis during the week. It is a requirement to work 3 days in the office and 2 days from home so this role would suit candidates that live within a commutable distance of Coventry.
Jul 01, 2026
Contractor
Plan - Resource - Performance - Analysis - Support - 6 month contract - hybrid working. Planning & Performance Analyst required to come and join my customers IT & Technology department. In this bespoke role, you will be helping technology as a department be well planned and in control, supporting the Leadership team to ensure they have the right skills a capabilities to meet current & future needs (Resource Planning). You will be responsible for and provide support in the ownership of planning and assurance services and activities to help every element of the IT/Technology department. In this 6 month contract role, you will be primarily tasked with leading on Planning & Performance activities to help the department stay well planned and in control. This will involve a whole range of things, from administration of succession and skills registers, through to maintaining a clear view of key events. Creating and analysing departmental performance reports to help drive improvement plans is also an important part of this role. You'll lead on the creation of content for departmental communications and engagement meetings. Other notable duties include: Administration of succession planner for technology dept, engaging with technology Business Leaders to ensure completeness and tracking of actions where required to improve Administration of skills and workforce planner for technology department Creation of content for technology departmental comms and engagement meetings Governance of Technology standby and call out rota, and administration of Technology BL standby rota Assurance of monthly standby and overtime submission Administration and task management of operational risks (where required) Responsible for administration of the Technology departments operational planner Analysis of performance reporting to identify improvements Management of technology submissions planner and support in producing submissions for exec, board, risk & audit and disclosure committees Strong skills in Microsoft Office products is essential for this role. Please be aware this is not a technical role. An understanding of IT/Tech is important but this is generally to support the IT/Technology department with the above duties For the role, youll be based in the Coventry office working on a hybrid basis during the week. It is a requirement to work 3 days in the office and 2 days from home so this role would suit candidates that live within a commutable distance of Coventry.
Grove Talent Solutions
Chipping Norton, Oxfordshire
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements and Hybrid working Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
Jul 01, 2026
Full time
Job Title Paraplanner Location: Chipping Norton (Hybrid) Salary: Competitive, dependent on experience An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does. The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases. The Role A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling. Key Responsibilities Prepare suitability reports, cashflow models, and technical research to support Financial Planners. Conduct detailed research on pensions, investments, and protection solutions. Ensure all documentation meets FCA regulatory requirements and internal compliance standards. Liaise closely with advisers to ensure accurate and timely client recommendations. Support continuous improvement of paraplanning processes and workflows. Key Requirements Experience as a Paraplanner within an IFA or wealth management firm. Level 4 Diploma in Financial Planning Strong technical knowledge of pensions, investments, and protection products. High level of accuracy and attention to detail. Strong written and verbal communication skills. What's on Offer Opportunity to join a stable, growing and well-regarded financial planning firm Flexible working arrangements and Hybrid working Excellent holiday allowance. Strong annual bonus and salary review structure. Long-term career development and progression opportunities. CII Exam Support
Paraplanner Location: Barnet, North London Salary: £40,000 - £50,000 (depending on experience) + Benefits Full-Time Permanent About the Role A growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes. The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning. Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments, protection, and tax planning Producing cashflow modelling and financial planning analysis Preparing annual review documentation and client meeting packs Liaising with providers and platforms to obtain information Supporting advisers with client strategy and planning solutions Maintaining accurate client records and ensuring compliance standards are met Keeping up to date with industry and regulatory developments About You Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge of pensions, investments, and financial planning Level 4 Diploma qualified or working towards completion Excellent report writing and analytical skills High attention to detail and organisational skills Ability to work independently and as part of a small team What's on Offer? Salary £40,000 - £50,000 depending on experience Full study support towards Chartered status Ongoing professional development Friendly and supportive working environment Clear progression opportunities within a growing practice Opportunity to work closely with advisers and clients
Jul 01, 2026
Full time
Paraplanner Location: Barnet, North London Salary: £40,000 - £50,000 (depending on experience) + Benefits Full-Time Permanent About the Role A growing Independent Financial Adviser (IFA) practice based in Barnet is seeking an experienced Paraplanner to join its expanding team. This is an excellent opportunity for a technically strong individual who enjoys supporting advisers, producing high-quality financial planning recommendations, and contributing to positive client outcomes. The successful candidate will work closely with the Adviser, undertaking research, report writing, and technical analysis across pensions, investments, protection, and retirement planning. Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments, protection, and tax planning Producing cashflow modelling and financial planning analysis Preparing annual review documentation and client meeting packs Liaising with providers and platforms to obtain information Supporting advisers with client strategy and planning solutions Maintaining accurate client records and ensuring compliance standards are met Keeping up to date with industry and regulatory developments About You Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge of pensions, investments, and financial planning Level 4 Diploma qualified or working towards completion Excellent report writing and analytical skills High attention to detail and organisational skills Ability to work independently and as part of a small team What's on Offer? Salary £40,000 - £50,000 depending on experience Full study support towards Chartered status Ongoing professional development Friendly and supportive working environment Clear progression opportunities within a growing practice Opportunity to work closely with advisers and clients
Premier Jobs UK Limited
Leamington Spa, Warwickshire
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of £28,000 to £32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Jul 01, 2026
Full time
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of £28,000 to £32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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 small to medium transport planning projects, including budget and time management Prepare, review, and occasionally approve technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Prepare more detailed reports, including Transport Assessments and Modelling Notes Undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Apply transport policy, design guidance, and local planning regulations to projects Conduct site visits independently and provide professional opinions to inform scheme development Attend and contribute to project team, client, Local Highway Authority, and public consultation meetings Identify and propose mitigation measures to address highway capacity and active travel issues Liaise with clients, planners, architects, and highway officers, maintaining professional working relationships Prepare fee proposals for projects and contribute to larger project proposals Support business development initiatives and attend networking events as required Assist colleagues in marketing initiatives, maintaining client satisfaction and quality standards Provide guidance and support to other team members as required Work effectively both independently and collaboratively within the team Ensure compliance with company policies, procedures, and quality management systems (QMS) Position Requirements Degree-level qualification or equivalent experience Ideally working towards membership of a relevant professional organisation At least 2 years' experience in transport planning Proficiency in AutoCAD, TRICS, and transport modelling software Experience preparing and reviewing technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Experience preparing more detailed documents such as Transport Assessments and Modelling Notes Experience managing small to medium-sized projects, including budget and time management Experience working with local authorities, architects, and planners Experience undertaking site visits and providing professional opinions Experience preparing fee proposals for small to medium projects and contributing to larger projects Experience supporting business development, marketing initiatives, and networking events Excellent written and verbal communication skills Ability to prioritise workload, work effectively both independently and as part of a team Competence with computer-based systems, including Microsoft Office Ability to apply national and local transport policy and design guidance appropriately Ability to undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Understanding of trip generation, distribution, and mitigation measures for capacity or active travel improvements Ability to attend and contribute to client, project team, and Local Highway Authority meetings Professional judgement to contribute to early-stage scheme development Problem-solving skills and adaptability to support colleagues and cover project responsibilities Ability to build and maintain strong working relationships with clients and stakeholders Commitment to confidentiality, professional conduct, and company policies 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.
Jun 30, 2026
Full time
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 small to medium transport planning projects, including budget and time management Prepare, review, and occasionally approve technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Prepare more detailed reports, including Transport Assessments and Modelling Notes Undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Apply transport policy, design guidance, and local planning regulations to projects Conduct site visits independently and provide professional opinions to inform scheme development Attend and contribute to project team, client, Local Highway Authority, and public consultation meetings Identify and propose mitigation measures to address highway capacity and active travel issues Liaise with clients, planners, architects, and highway officers, maintaining professional working relationships Prepare fee proposals for projects and contribute to larger project proposals Support business development initiatives and attend networking events as required Assist colleagues in marketing initiatives, maintaining client satisfaction and quality standards Provide guidance and support to other team members as required Work effectively both independently and collaboratively within the team Ensure compliance with company policies, procedures, and quality management systems (QMS) Position Requirements Degree-level qualification or equivalent experience Ideally working towards membership of a relevant professional organisation At least 2 years' experience in transport planning Proficiency in AutoCAD, TRICS, and transport modelling software Experience preparing and reviewing technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Experience preparing more detailed documents such as Transport Assessments and Modelling Notes Experience managing small to medium-sized projects, including budget and time management Experience working with local authorities, architects, and planners Experience undertaking site visits and providing professional opinions Experience preparing fee proposals for small to medium projects and contributing to larger projects Experience supporting business development, marketing initiatives, and networking events Excellent written and verbal communication skills Ability to prioritise workload, work effectively both independently and as part of a team Competence with computer-based systems, including Microsoft Office Ability to apply national and local transport policy and design guidance appropriately Ability to undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Understanding of trip generation, distribution, and mitigation measures for capacity or active travel improvements Ability to attend and contribute to client, project team, and Local Highway Authority meetings Professional judgement to contribute to early-stage scheme development Problem-solving skills and adaptability to support colleagues and cover project responsibilities Ability to build and maintain strong working relationships with clients and stakeholders Commitment to confidentiality, professional conduct, and company policies 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.
Job Title: Senior Transport Planner Location: Kent Penguin Recruitment is delighted to be supporting a growing and forward-thinking multidisciplinary consultancy in the search for a Senior Transport Planner to join its expanding team based in Maidstone, Kent. This is an exciting opportunity for an experienced and motivated Transport Planner looking to take the next step in their career. Joining a fast-growing and collaborative team, you'll have the opportunity to work on a diverse portfolio of projects, contribute to major developments, and play a key role in shaping transport solutions across the region. The successful candidate will enjoy genuine project ownership, exposure to high-profile schemes, and the chance to mentor junior team members while developing their own technical and leadership capabilities. The Role As a Senior Transport Planner, you will take responsibility for delivering your own projects from inception through to completion while also contributing to larger and more complex developments as part of a multidisciplinary team. You will work closely with clients, local authorities and fellow consultants to provide high-quality transport planning advice and achieve successful project outcomes. Key Responsibilities Managing transport planning projects from initial concept through to successful delivery. Producing and reviewing Transport Assessments, Transport Statements and Travel Plans. Supporting the delivery of larger, high-profile development projects alongside colleagues across multiple disciplines. Liaising with clients, local authorities and other key stakeholders to build and maintain effective working relationships. Undertaking junction capacity assessments and analysing transport data using industry-standard software. Providing technical guidance and mentoring to junior members of the team. Ensuring projects are delivered on time, within budget and to the highest professional standards. Candidate Requirements The ideal candidate will possess: A minimum of three years' experience within a transport planning consultancy or the public sector. Strong technical knowledge and experience using industry software including TEMPro, ARCADY, PICADY, LinSig, TRICS and Microsoft Excel. Excellent analytical, organisational and problem-solving skills. Strong written and verbal communication skills, with the ability to effectively engage with clients and stakeholders. A full, clean UK driving licence. Desirable Qualifications and Experience A Master's degree in Transport Planning or a related discipline. Membership of a relevant professional institution such as CIHT or CILT. Previous experience working on a wide variety of residential, commercial and mixed-use development projects. Salary and Benefits In return, our client offers a competitive salary and an attractive benefits package, including: Performance-related bonus scheme. Employer pension contributions. Professional membership fees paid. Gym membership. Aviva health and wellbeing package. Complimentary on-site breakfast and refreshments. Cycle-to-work and technology schemes. 25 days' annual leave plus bank holidays. Life assurance. Why Apply? This is an excellent opportunity to join a thriving consultancy at an exciting stage of growth. You'll enjoy a varied workload, significant project responsibility, and the opportunity to work alongside a talented multidisciplinary team, with clear prospects for career progression and ongoing professional development. 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)
Jun 30, 2026
Full time
Job Title: Senior Transport Planner Location: Kent Penguin Recruitment is delighted to be supporting a growing and forward-thinking multidisciplinary consultancy in the search for a Senior Transport Planner to join its expanding team based in Maidstone, Kent. This is an exciting opportunity for an experienced and motivated Transport Planner looking to take the next step in their career. Joining a fast-growing and collaborative team, you'll have the opportunity to work on a diverse portfolio of projects, contribute to major developments, and play a key role in shaping transport solutions across the region. The successful candidate will enjoy genuine project ownership, exposure to high-profile schemes, and the chance to mentor junior team members while developing their own technical and leadership capabilities. The Role As a Senior Transport Planner, you will take responsibility for delivering your own projects from inception through to completion while also contributing to larger and more complex developments as part of a multidisciplinary team. You will work closely with clients, local authorities and fellow consultants to provide high-quality transport planning advice and achieve successful project outcomes. Key Responsibilities Managing transport planning projects from initial concept through to successful delivery. Producing and reviewing Transport Assessments, Transport Statements and Travel Plans. Supporting the delivery of larger, high-profile development projects alongside colleagues across multiple disciplines. Liaising with clients, local authorities and other key stakeholders to build and maintain effective working relationships. Undertaking junction capacity assessments and analysing transport data using industry-standard software. Providing technical guidance and mentoring to junior members of the team. Ensuring projects are delivered on time, within budget and to the highest professional standards. Candidate Requirements The ideal candidate will possess: A minimum of three years' experience within a transport planning consultancy or the public sector. Strong technical knowledge and experience using industry software including TEMPro, ARCADY, PICADY, LinSig, TRICS and Microsoft Excel. Excellent analytical, organisational and problem-solving skills. Strong written and verbal communication skills, with the ability to effectively engage with clients and stakeholders. A full, clean UK driving licence. Desirable Qualifications and Experience A Master's degree in Transport Planning or a related discipline. Membership of a relevant professional institution such as CIHT or CILT. Previous experience working on a wide variety of residential, commercial and mixed-use development projects. Salary and Benefits In return, our client offers a competitive salary and an attractive benefits package, including: Performance-related bonus scheme. Employer pension contributions. Professional membership fees paid. Gym membership. Aviva health and wellbeing package. Complimentary on-site breakfast and refreshments. Cycle-to-work and technology schemes. 25 days' annual leave plus bank holidays. Life assurance. Why Apply? This is an excellent opportunity to join a thriving consultancy at an exciting stage of growth. You'll enjoy a varied workload, significant project responsibility, and the opportunity to work alongside a talented multidisciplinary team, with clear prospects for career progression and ongoing professional development. 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)
Transport Planner Location: Fareham, Hampshire Hours: Monday to Friday, Flexible Opportunity with Core Hours Required Salary: Competitive 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 small to medium transport planning projects, including budget and time management Prepare, review, and occasionally approve technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Prepare more detailed reports, including Transport Assessments and Modelling Notes Undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Apply transport policy, design guidance, and local planning regulations to projects Conduct site visits independently and provide professional opinions to inform scheme development Attend and contribute to project team, client, Local Highway Authority, and public consultation meetings Identify and propose mitigation measures to address highway capacity and active travel issues Liaise with clients, planners, architects, and highway officers, maintaining professional working relationships Prepare fee proposals for projects and contribute to larger project proposals Support business development initiatives and attend networking events as required Assist colleagues in marketing initiatives, maintaining client satisfaction and quality standards Provide guidance and support to other team members as required Work effectively both independently and collaboratively within the team Ensure compliance with company policies, procedures, and quality management systems (QMS) Position Requirements Degree-level qualification or equivalent experience Ideally working towards membership of a relevant professional organisation At least 2 years' experience in transport planning Proficiency in AutoCAD, TRICS, and transport modelling software Experience preparing and reviewing technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Experience preparing more detailed documents such as Transport Assessments and Modelling Notes Experience managing small to medium-sized projects, including budget and time management Experience working with local authorities, architects, and planners Experience undertaking site visits and providing professional opinions Experience preparing fee proposals for small to medium projects and contributing to larger projects Experience supporting business development, marketing initiatives, and networking events Excellent written and verbal communication skills Ability to prioritise workload, work effectively both independently and as part of a team Competence with computer-based systems, including Microsoft Office Ability to apply national and local transport policy and design guidance appropriately Ability to undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Understanding of trip generation, distribution, and mitigation measures for capacity or active travel improvements Ability to attend and contribute to client, project team, and Local Highway Authority meetings Professional judgement to contribute to early-stage scheme development Problem-solving skills and adaptability to support colleagues and cover project responsibilities Ability to build and maintain strong working relationships with clients and stakeholders Commitment to confidentiality, professional conduct, and company policies 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.
Jun 30, 2026
Full time
Transport Planner Location: Fareham, Hampshire Hours: Monday to Friday, Flexible Opportunity with Core Hours Required Salary: Competitive 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 small to medium transport planning projects, including budget and time management Prepare, review, and occasionally approve technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Prepare more detailed reports, including Transport Assessments and Modelling Notes Undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Apply transport policy, design guidance, and local planning regulations to projects Conduct site visits independently and provide professional opinions to inform scheme development Attend and contribute to project team, client, Local Highway Authority, and public consultation meetings Identify and propose mitigation measures to address highway capacity and active travel issues Liaise with clients, planners, architects, and highway officers, maintaining professional working relationships Prepare fee proposals for projects and contribute to larger project proposals Support business development initiatives and attend networking events as required Assist colleagues in marketing initiatives, maintaining client satisfaction and quality standards Provide guidance and support to other team members as required Work effectively both independently and collaboratively within the team Ensure compliance with company policies, procedures, and quality management systems (QMS) Position Requirements Degree-level qualification or equivalent experience Ideally working towards membership of a relevant professional organisation At least 2 years' experience in transport planning Proficiency in AutoCAD, TRICS, and transport modelling software Experience preparing and reviewing technical reports such as Transport Statements, Technical Notes, Travel Plans, and Access Appraisals Experience preparing more detailed documents such as Transport Assessments and Modelling Notes Experience managing small to medium-sized projects, including budget and time management Experience working with local authorities, architects, and planners Experience undertaking site visits and providing professional opinions Experience preparing fee proposals for small to medium projects and contributing to larger projects Experience supporting business development, marketing initiatives, and networking events Excellent written and verbal communication skills Ability to prioritise workload, work effectively both independently and as part of a team Competence with computer-based systems, including Microsoft Office Ability to apply national and local transport policy and design guidance appropriately Ability to undertake access appraisals, design access options, and review planning drawing requirements (visibility splays, vehicle tracking, access design) Understanding of trip generation, distribution, and mitigation measures for capacity or active travel improvements Ability to attend and contribute to client, project team, and Local Highway Authority meetings Professional judgement to contribute to early-stage scheme development Problem-solving skills and adaptability to support colleagues and cover project responsibilities Ability to build and maintain strong working relationships with clients and stakeholders Commitment to confidentiality, professional conduct, and company policies 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.
Associate / Associate Director Town Planner Location: Bristol Job Type: Full-time, Office-based Salary: £55,000-£75,000+ DOE A respected independent planning consultancy is seeking an experienced Associate / Associate Director Town Planner to join its growing Bristol office. This is an excellent opportunity for a commercially aware planning professional with over 10 years' experience to take on a senior leadership role within a collaborative and well-established practice. The successful Associate / Associate Director Town Planner will play a key role in leading projects, managing client relationships, supporting business development initiatives, and contributing to the strategic growth of the business. Working across a diverse portfolio of developments throughout the UK, you will have the opportunity to shape both projects and the future direction of the planning team. The Role As an Associate / Associate Director Town Planner, you will: Lead and oversee a diverse range of planning projects from initial instruction through to determination and appeal. Provide strategic planning advice to a broad client base, including developers, landowners, private clients and multidisciplinary consultant teams. Manage key client relationships and act as a trusted advisor throughout the planning process. Prepare and oversee high-quality planning applications, appeals, representations and supporting planning documentation. Represent clients at meetings with Local Planning Authorities, stakeholders, project teams and public consultations where required. Support the Directors in the management and growth of the planning team. Mentor and develop junior planners, fostering professional growth and maintaining technical excellence across the team. Contribute to business development activities, networking opportunities and the preparation of fee proposals and tenders. Assist in identifying new opportunities for growth and strengthening the consultancy's market presence. About You To be considered for this Associate / Associate Director Town Planner position, you will possess: MRTPI chartered status. A minimum of 10 years' professional planning experience gained within consultancy, development, housebuilding or local authority environments. Strong experience delivering complex planning applications and strategic planning advice. Proven experience managing client relationships and leading projects independently. Strong commercial awareness and an interest in contributing to business growth. Experience mentoring and managing planning professionals. A proactive, solutions-focused approach with strong professional judgement. What's on Offer A senior leadership opportunity within a respected and growing planning consultancy. The chance to work on a broad range of high-profile and challenging planning projects across the UK. Genuine influence over project delivery, client development and team growth. Clear progression opportunities within an expanding business. A collaborative and supportive working environment. Competitive salary and benefits package, commensurate with experience. This opportunity would suit an ambitious Associate / Associate Director Town Planner looking to take the next step in their career, combining technical excellence with leadership, client management and business development responsibilities within a highly regarded independent consultancy. Any questions, you can reach me on (phone number removed) or (url removed) Reference - 63899
Jun 30, 2026
Full time
Associate / Associate Director Town Planner Location: Bristol Job Type: Full-time, Office-based Salary: £55,000-£75,000+ DOE A respected independent planning consultancy is seeking an experienced Associate / Associate Director Town Planner to join its growing Bristol office. This is an excellent opportunity for a commercially aware planning professional with over 10 years' experience to take on a senior leadership role within a collaborative and well-established practice. The successful Associate / Associate Director Town Planner will play a key role in leading projects, managing client relationships, supporting business development initiatives, and contributing to the strategic growth of the business. Working across a diverse portfolio of developments throughout the UK, you will have the opportunity to shape both projects and the future direction of the planning team. The Role As an Associate / Associate Director Town Planner, you will: Lead and oversee a diverse range of planning projects from initial instruction through to determination and appeal. Provide strategic planning advice to a broad client base, including developers, landowners, private clients and multidisciplinary consultant teams. Manage key client relationships and act as a trusted advisor throughout the planning process. Prepare and oversee high-quality planning applications, appeals, representations and supporting planning documentation. Represent clients at meetings with Local Planning Authorities, stakeholders, project teams and public consultations where required. Support the Directors in the management and growth of the planning team. Mentor and develop junior planners, fostering professional growth and maintaining technical excellence across the team. Contribute to business development activities, networking opportunities and the preparation of fee proposals and tenders. Assist in identifying new opportunities for growth and strengthening the consultancy's market presence. About You To be considered for this Associate / Associate Director Town Planner position, you will possess: MRTPI chartered status. A minimum of 10 years' professional planning experience gained within consultancy, development, housebuilding or local authority environments. Strong experience delivering complex planning applications and strategic planning advice. Proven experience managing client relationships and leading projects independently. Strong commercial awareness and an interest in contributing to business growth. Experience mentoring and managing planning professionals. A proactive, solutions-focused approach with strong professional judgement. What's on Offer A senior leadership opportunity within a respected and growing planning consultancy. The chance to work on a broad range of high-profile and challenging planning projects across the UK. Genuine influence over project delivery, client development and team growth. Clear progression opportunities within an expanding business. A collaborative and supportive working environment. Competitive salary and benefits package, commensurate with experience. This opportunity would suit an ambitious Associate / Associate Director Town Planner looking to take the next step in their career, combining technical excellence with leadership, client management and business development responsibilities within a highly regarded independent consultancy. Any questions, you can reach me on (phone number removed) or (url removed) Reference - 63899
Paraplanner Location: Leicester Salary: Up to £41,200 per annum Job Type: Full-time, Permanent About the Role We are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience. You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice. Key Responsibilities Conduct provider and product research, including fund performance and risk analysis Carry out cashflow modelling using tools such as FE Analytics or similar Prepare bespoke, compliant suitability reports tailored to individual client needs Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions Support advisers and senior staff with technical analysis and evidence-based recommendations Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies Take ownership of your workflow, meeting deadlines and service level agreements Communicate effectively with clients and colleagues via phone, email, and written correspondence Collaborate with team members to ensure consistent service delivery and provide cover when required Skills & Experience The successful candidate will have: Proven experience in a paraplanning role within financial services Strong technical knowledge of pensions, investments, and retirement planning Demonstrable experience in report writing and producing high-quality suitability reports Ability to extract and interpret key information from Fact Finds Experience with: Fund performance and risk analysis Cashflow modelling Financial platforms and providers (desirable) A client-focused approach, with a commitment to delivering an excellent service Exceptional attention to detail and a strong understanding of compliance standards Excellent organisational and time management skills, with the ability to manage a high workload under pressure Proficiency in Microsoft Word, Excel, Outlook, and Teams Experience with Curo (or similar systems) is advantageous Qualifications Level 4 Diploma in Regulated Financial Planning (DipPFS) - completed or working towards Benefits Salary up to £41,200 per annum Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities) 33 days annual leave (including Bank Holidays), increasing with service 10% non-contributory pension Option to make additional personal pension contributions via salary sacrifice Life assurance (4x salary) Professional development and study support opportunities Employee Assistance Programme via Aviva Smart Health Work anniversary recognition scheme Free on-site parking Complimentary fresh fruit and cereal Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor) Onsite gym Apply Now If you're an experienced Paraplanner looking to join a supportive and forward-thinking organisation where your expertise will be valued, we'd love to hear from you.
Jun 30, 2026
Full time
Paraplanner Location: Leicester Salary: Up to £41,200 per annum Job Type: Full-time, Permanent About the Role We are seeking a detail-oriented and motivated Paraplanner to join our growing team. In this role, you will provide comprehensive support to our advisers, playing a vital part in delivering high-quality financial planning solutions and ensuring a seamless client experience. You will be responsible for conducting detailed research, analysing portfolios, and producing tailored suitability reports, helping to underpin the delivery of compliant and client-focused advice. Key Responsibilities Conduct provider and product research, including fund performance and risk analysis Carry out cashflow modelling using tools such as FE Analytics or similar Prepare bespoke, compliant suitability reports tailored to individual client needs Interpret Fact Finds and KYC documentation to identify appropriate client outcomes and solutions Support advisers and senior staff with technical analysis and evidence-based recommendations Manage complex cases from inception through to completion, resolving technical queries and providing suitable remedies Take ownership of your workflow, meeting deadlines and service level agreements Communicate effectively with clients and colleagues via phone, email, and written correspondence Collaborate with team members to ensure consistent service delivery and provide cover when required Skills & Experience The successful candidate will have: Proven experience in a paraplanning role within financial services Strong technical knowledge of pensions, investments, and retirement planning Demonstrable experience in report writing and producing high-quality suitability reports Ability to extract and interpret key information from Fact Finds Experience with: Fund performance and risk analysis Cashflow modelling Financial platforms and providers (desirable) A client-focused approach, with a commitment to delivering an excellent service Exceptional attention to detail and a strong understanding of compliance standards Excellent organisational and time management skills, with the ability to manage a high workload under pressure Proficiency in Microsoft Word, Excel, Outlook, and Teams Experience with Curo (or similar systems) is advantageous Qualifications Level 4 Diploma in Regulated Financial Planning (DipPFS) - completed or working towards Benefits Salary up to £41,200 per annum Hybrid working: first 6 months fully onsite, then up to 2 days per week from home (or when confident in abilities) 33 days annual leave (including Bank Holidays), increasing with service 10% non-contributory pension Option to make additional personal pension contributions via salary sacrifice Life assurance (4x salary) Professional development and study support opportunities Employee Assistance Programme via Aviva Smart Health Work anniversary recognition scheme Free on-site parking Complimentary fresh fruit and cereal Modern, well-equipped offices with comfortable kitchen and seating areas (indoor and outdoor) Onsite gym Apply Now If you're an experienced Paraplanner looking to join a supportive and forward-thinking organisation where your expertise will be valued, we'd love to hear from you.
The Eventus Recruitment Group
Manchester, Lancashire
What makes this Senior Financial Planner job distinctive is the specific client demographic you will serve. You will work with individuals and families who have been affected by life-changing injuries, helping to ensure their compensation awards last a lifetime. This is a role with a profound social purpose , centered on the mission of providing "life after life-changing events" and protecting vulnerable individuals. Location & Flexibility: While the firm's head office is based in Greater Manchester , you can be based anywhere in the UK as the role does not require regular attendance at the office (usually around 1 day per month). Key Highlights of the Opportunity: High-Value Caseload: The average case size in excess of £2.5m , providing high-level technical advice. Financial Strength: The firm manages £1.8 billion in Assets Under Management (AUM) and maintains an exceptional 99% client retention rate . Growth & Stability: Privately owned: allowing for accelerated career growth. Clear Progression: Following a 3-6 month structured onboarding period , you will enter a clear career path with salary bands ranging from £38k-£68k (Consultant),£74k-£98k( Senior Consultant), to £110k+ (Director) The Role In this job of Senior Financial Planner / Financial Adviser, you will deliver high-standard regulated advice and holistic financial planning to a caseload of vulnerable clients . This involves leading annual reviews, collaborating with legal representatives on expert witness work, and contributing to new business activity via an established lead allocation process. Comprehensive Benefits Package: Car allowance 5.5% employer pension contribution. 28 days holiday (plus bank holidays) and Private Medical Insurance . BUPA cash plan and Critical Illness cover. Full study support for ongoing professional development. Flexible/remote working. Next Steps: Apply now if your skills and experience align with this job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Jun 30, 2026
Full time
What makes this Senior Financial Planner job distinctive is the specific client demographic you will serve. You will work with individuals and families who have been affected by life-changing injuries, helping to ensure their compensation awards last a lifetime. This is a role with a profound social purpose , centered on the mission of providing "life after life-changing events" and protecting vulnerable individuals. Location & Flexibility: While the firm's head office is based in Greater Manchester , you can be based anywhere in the UK as the role does not require regular attendance at the office (usually around 1 day per month). Key Highlights of the Opportunity: High-Value Caseload: The average case size in excess of £2.5m , providing high-level technical advice. Financial Strength: The firm manages £1.8 billion in Assets Under Management (AUM) and maintains an exceptional 99% client retention rate . Growth & Stability: Privately owned: allowing for accelerated career growth. Clear Progression: Following a 3-6 month structured onboarding period , you will enter a clear career path with salary bands ranging from £38k-£68k (Consultant),£74k-£98k( Senior Consultant), to £110k+ (Director) The Role In this job of Senior Financial Planner / Financial Adviser, you will deliver high-standard regulated advice and holistic financial planning to a caseload of vulnerable clients . This involves leading annual reviews, collaborating with legal representatives on expert witness work, and contributing to new business activity via an established lead allocation process. Comprehensive Benefits Package: Car allowance 5.5% employer pension contribution. 28 days holiday (plus bank holidays) and Private Medical Insurance . BUPA cash plan and Critical Illness cover. Full study support for ongoing professional development. Flexible/remote working. Next Steps: Apply now if your skills and experience align with this job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Jun 30, 2026
Full time
A well-established, independent Chartered Financial Planning firm in Stockport is looking for an experienced Senior Paraplanner as it grows. This is a genuine career job with a firm that wants its paraplanner involved with clients, not boxed into report writing. About the firm: This is an independent, Chartered financial planning practice based in Stockport, owner-managed and built on a strong local reputation with excellent client reviews. It advises clients across the whole of the market on pensions, investments, protection and estate planning, with real strength in looking after business owners and higher-net-worth families. The firm is genuinely busy, and this Senior Paraplanner job has been created on the back of growth, not to backfill. The job: This is a hands-on Senior Paraplanner job with real client contact and a clear path to develop. Producing suitability reports and advice letters across pensions, investments, IHT and protection Carrying out the technical research and analysis the advisers rely on, from attitude to risk through to fund selection Attending client meetings alongside the advisers and building relationships with clients Reviewing existing client arrangements against their objectives and making recommendations Dealing with client queries directly when the advisers are out Maintaining and improving processes to keep work accurate and compliant What you'll need: Solid paraplanning experience within an IFA or financial planning firm Strong technical knowledge across pensions, investments and protection Confident report writing and research skills Comfortable dealing with clients face to face Intelligent Office experience a real plus Level 4 Diploma is helpful but not essential. An experienced administrator who can genuinely paraplan will be considered, and exams are funded. The package: Salary up to £45,000 depending on experience Employer pension contributions 25 days' holiday plus bank holidays Death in service cover Paid parking Full exam and study support This is a full-time, office-based job in Stockport. Next steps: Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Paraplanner - HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Knowledge & Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations. The ideal candidate will ideally hold Chartered status, have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well- regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working
Jun 30, 2026
Full time
Paraplanner - HYBRID WORKING Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Paraplanner. Key Responsibilities include: Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services. Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients. Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support. Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation. Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance. Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making. Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes. Knowledge & Experience: Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service. Proficiency in writing complex reports and conducting detailed case assessments. Ability to analyse information, identify key insights, and make well-supported recommendations. In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations. The ideal candidate will ideally hold Chartered status, have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement. This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well- regarded and supportive financial planning firm who offer attractive salary, great benefits and hybrid working
Civil Infrastructure Engineer Liverpool Competitive Salary + Benefits An exciting opportunity has arisen for a Civil Infrastructure Engineer with at least two years' experience to join a well-established and respected Civil Engineering Consultancy in Liverpool. Working as part of an experienced and supportive team, you will contribute to the delivery of a wide range of infrastructure projects across the residential, commercial, industrial, education and mixed-use sectors. This role offers excellent exposure to project design and delivery, alongside genuine opportunities for professional development and career progression. The Civil Engineer role; You will be involved in the design and coordination of civil engineering infrastructure projects from initial concept through to construction. The successful candidate will work closely with clients, architects, planners and other consultants to develop practical and innovative engineering solutions. Key responsibilities of this civil engineer role will include: Design of highways, drainage and infrastructure schemes for development projects. Preparation of technical drawings, reports and specifications. Surface water management and drainage design using industry-standard software. Liaison with local authorities, statutory bodies and approval agencies. Supporting the preparation of planning and technical approval submissions. Coordinating with multidisciplinary project teams to deliver successful outcomes. Assisting with site visits and project monitoring where required. About You A degree in Civil Engineering or a related discipline. A minimum of two years' experience within a civil engineering consultancy environment. Experience in infrastructure design for residential and commercial developments. Working knowledge of highways and drainage design principles. Familiarity with software such as Civil 3D, AutoCAD, MicroDrainage/InfoDrainage or similar. Strong communication and organisational skills. Ambition to progress professionally and work towards Chartership. What's on Offer? A varied and technically interesting workload. Supportive mentoring and professional development opportunities. Assistance towards professional qualification and Chartership. A collaborative and friendly working environment. Competitive salary and benefits package. Clear opportunities for career progression within a successful and growing consultancy. This is an excellent opportunity for an ambitious Civil Infrastructure Engineer seeking to broaden their experience and develop their career with a consultancy that values technical excellence, professional growth and long-term employee development. Apply now to join a team delivering high-quality infrastructure solutions across a diverse range of projects
Jun 30, 2026
Full time
Civil Infrastructure Engineer Liverpool Competitive Salary + Benefits An exciting opportunity has arisen for a Civil Infrastructure Engineer with at least two years' experience to join a well-established and respected Civil Engineering Consultancy in Liverpool. Working as part of an experienced and supportive team, you will contribute to the delivery of a wide range of infrastructure projects across the residential, commercial, industrial, education and mixed-use sectors. This role offers excellent exposure to project design and delivery, alongside genuine opportunities for professional development and career progression. The Civil Engineer role; You will be involved in the design and coordination of civil engineering infrastructure projects from initial concept through to construction. The successful candidate will work closely with clients, architects, planners and other consultants to develop practical and innovative engineering solutions. Key responsibilities of this civil engineer role will include: Design of highways, drainage and infrastructure schemes for development projects. Preparation of technical drawings, reports and specifications. Surface water management and drainage design using industry-standard software. Liaison with local authorities, statutory bodies and approval agencies. Supporting the preparation of planning and technical approval submissions. Coordinating with multidisciplinary project teams to deliver successful outcomes. Assisting with site visits and project monitoring where required. About You A degree in Civil Engineering or a related discipline. A minimum of two years' experience within a civil engineering consultancy environment. Experience in infrastructure design for residential and commercial developments. Working knowledge of highways and drainage design principles. Familiarity with software such as Civil 3D, AutoCAD, MicroDrainage/InfoDrainage or similar. Strong communication and organisational skills. Ambition to progress professionally and work towards Chartership. What's on Offer? A varied and technically interesting workload. Supportive mentoring and professional development opportunities. Assistance towards professional qualification and Chartership. A collaborative and friendly working environment. Competitive salary and benefits package. Clear opportunities for career progression within a successful and growing consultancy. This is an excellent opportunity for an ambitious Civil Infrastructure Engineer seeking to broaden their experience and develop their career with a consultancy that values technical excellence, professional growth and long-term employee development. Apply now to join a team delivering high-quality infrastructure solutions across a diverse range of projects
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits. Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Jun 30, 2026
Full time
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times? Are you passionate about finding innovative solutions for HNW and sophisticated clients? Do you want to work with like minded professionals within an award winning firm? If the answer to these questions is yes, a new home awaits. Our client is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner with client management experience who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to assist in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Advisors to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. Ideally you will have achieved Chartered Status and be committed to professional development. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
