57 jobs found

Senior Paraplanner Location: East Riding of Yorkshire Contract: Permanent Salary: 40,000 - 50,000 per annum Start Date: Flexible Hybrid Working Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of a well-established and highly regarded Financial Planning firm, who are looking to appoint an experienced Senior Paraplanner to join their team on a permanent basis. This is an excellent opportunity for a technically strong Paraplanner who enjoys taking ownership of complex cases, supporting advisers, and helping to develop junior members of the team. The successful candidate will play a key role in overseeing the new business journey, ensuring all research, reports, recommendations, and documentation are completed accurately, compliantly, and within agreed timescales. Although this role does not carry direct line management responsibility, you will act as a senior point of guidance within the paraplanning team, providing training, technical support, feedback, and day-to-day direction to colleagues. Key Responsibilities Prepare financial planning reports, suitability reports, and client letters. Carry out research using appropriate tools to support adviser recommendations. Ensure recommendations are technically accurate, compliant, and focused on strong client outcomes. Obtain illustrations, valuations, and information from product providers. Review client files, including fact finds, adviser notes, product information, and supporting documentation. Support the training and onboarding of new team members. Provide guidance and technical support to Junior Paraplanners. Review team output, accuracy, and quality to ensure internal standards are maintained. Manage workload effectively and ensure deadlines are met. Deliver a professional and efficient service to clients, providers, advisers, and professional partners. Candidate Criteria Level 4 Diploma Qualified, ideally Chartered or working towards 3-5 years of Paraplanning experience as a minimum Previous experience mentoring, training, or supporting junior colleagues is desirable Strong technical knowledge across pensions, investments, protection, and financial planning. Excellent written and verbal communication skills. Strong attention to detail and the ability to produce accurate, high-quality work. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed) Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.

Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational efficiency , ensuring all outputs meet regulatory and internal standards. Key Responsibilities: Technical & Workflow Management Allocate and manage workflow across the Technical Team Provide first-line support and technical guidance Oversee daily technical operations Financial Planning Support Analyse client data and prepare cashflow modelling Conduct product research and analysis Oversee preparation of suitability reports and financial plans Compliance & Governance Ensure adherence to FCA and regulatory standards Oversee compliance processes, MI reporting, and documentation Maintain and enhance technical procedures and templates Leadership & Strategy Support and develop the Technical Team Report performance and MI to Directors Support business-wide technical projects and initiatives Requirements: Strong experience as a Paraplanner / Senior Paraplanner / Financial Planner Strong technical knowledge across financial planning disciplines Experience supporting or supervising junior staff (desirable) Progress towards Chartered status preferred Excellent analytical and organisational skills This role is ideal for a Technical Paraplanner / Financial Planner looking to step up into a leadership-focused position while remaining hands-on technically. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Paraplanner - Hybrid Working - Alderley Edge Great opportunity for an experienced Paraplanner who will closely with a Chartered Financial Planner, becoming and integral part of a small client pod. You will attend client meetings, contribute to discussions, build sophisticated cashflow models and help shape recommendations. Duties will include: Cashflow planning. You will build financial plans, model different scenarios and help client understand the financial impact of the decisions they make. Technical Analysis In-depth research across pensions, investments, tax planning and protection solutions before working with you Planner to develop technically robust recommendations tailored to every client's circumstances. Clients Relationships Attend client meetings, contribute to discussions and become part of the trusted relationships the firm builds with their clients. Reviews and Recommendations Prepare annual review, maintain financial plans and produce clear, concise suitability reports. Collaboration Every client is supported by a Planner, Paraplanner and Administrator. You will be involved with sharing knowledge and challenging idea to ensure the best financial plans come for working together. You will need to be at least level 4 Qualified and working towards Chartered status. Benefits Hybrid and flexible working Study Support Bonus Private Medical Insurance Death in service Career Development and progression

Qualified Financial Adviser Location: Balsall Common Job Type: Full-time, Permanent Salary: Competitive + Benefits An established and growing wealth management firm is looking to recruit an experienced Qualified Financial Adviser to join its professional and client-focused team in Balsall Common. This is an employed, office-based position offering the opportunity to work with an existing client base while delivering holistic financial planning advice. You'll be supported by an experienced team of administrators, paraplanners, investment specialists and compliance professionals, allowing you to focus on providing an outstanding service to your clients. The Role As a Financial Adviser, you will: Provide holistic financial planning advice to new and existing clients. Build and maintain long-term client relationships. Advise across pensions, investments, retirement planning, protection, tax planning and estate planning. Support the growth and retention of Funds Under Management. Work collaboratively with a highly experienced support team. About You We're looking for candidates who have: Level 4 Diploma in Financial Planning (essential). Experience providing regulated financial advice. A proven track record of managing ongoing client relationships. Strong communication and relationship-building skills. Chartered status, or a willingness to work towards achieving it. What's on Offer? Employed, permanent position. Competitive salary and benefits package. Established support team including administration, investment and compliance. Opportunity to join a growing, highly respected wealth management firm. Excellent long-term career development. If you're an experienced Financial Adviser considering your next move and would like to join a firm that genuinely values long-term client relationships and professional development, we'd love to hear from you. Apply today or contact us for a confidential discussion.

Landscape Architect Salary: Up to £75,000 + Benefits Location: Flexible / Hybrid (UK) Shape Places That Matter Are you a creative Landscape Architect looking to work on projects that leave a lasting environmental and social impact? We're partnering with an established multidisciplinary environmental consultancy that delivers expert planning, ecology, landscape architecture, arboriculture, archaeology, and environmental services across the UK. Due to continued growth, they're looking to appoint an experienced Landscape Architect to help deliver an exciting portfolio of projects across residential, infrastructure, renewable energy, commercial, and public sector developments. This is an excellent opportunity to join a collaborative team where you'll have the autonomy to lead projects, influence design, and contribute to shaping sustainable landscapes from concept through to delivery. The Role As a Landscape Architect, you'll be responsible for: Leading landscape planning and design projects from inception through to completion. Producing high-quality Landscape and Visual Impact Assessments (LVIA). Preparing landscape masterplans, public realm designs, and detailed planting schemes. Working closely with ecologists, planners, arboriculturists, and environmental specialists to deliver integrated solutions. Managing client relationships and acting as a trusted advisor throughout project lifecycles. Attending client meetings, site visits, and public consultations where required. Mentoring junior team members and supporting their professional development. Ensuring projects are delivered on time, within budget, and to the highest technical standards. About You We're looking for someone who can demonstrate: Degree or Master's in Landscape Architecture ( OR Equivalent ) Chartered Member of the Landscape Institute (or working towards Chartership). Proven experience delivering landscape architecture projects within a consultancy environment. Strong knowledge of LVIA methodology and UK planning processes. Excellent design, technical, and report-writing skills. Proficiency with software such as AutoCAD, Adobe Creative Suite, Vectorworks, GIS, or similar. Strong communication and stakeholder management abilities. A full UK driving licence. Desirable Experience Renewable energy or infrastructure projects. Green infrastructure and biodiversity enhancement. Public realm or strategic landscape planning. Project management responsibilities including financial oversight. What's on Offer? Salary up to £75,000 depending on experience. Hybrid and flexible working arrangements. Clear progression into senior leadership opportunities. Exposure to nationally significant and environmentally important projects. Ongoing professional development and support for continued learning. Generous holiday allowance. Enhanced pension scheme. Health and wellbeing initiatives. A collaborative, friendly, and forward-thinking working environment. Interested? If you're an ambitious Landscape Architect looking to join a consultancy where your ideas, technical expertise, and passion for sustainable design will genuinely make a difference, we'd love to hear from you. Apply today for a confidential discussion and find out more about this exciting opportunity.

Chartered Financial Planning Practice - IFA Administrator role My client is a leading Chartered Financial Planning Practice, and are looking to augment their successful team by recruiting an IFA Administrator, to join their Alderley Edge office. You'll be supporting the Financial Planners & Paraplanners, dealing with new business admin, suitability letters, client queries and other aspects of financial services administration, making you a pivotal member of the team. A competitive salary package is on offer with this office based role, depending on experience (up to 35,000) with benefits, making this a sought after opportunity! Ideally you'll have experience within administration in an IFA/Wealth office. Experience with CURO, good IT skills & ability to deal with client queries would also be ideal forthis full time, office based role. Click and apply ASAP, as a short list of candidates, is being drawn up!

IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator click apply for full job details

Senior or Principal Town Planner Location: Midlands Penguin Recruitment is proud to be supporting a highly respected national planning consultancy in their search for a Senior or Principal Town Planner to join their expanding Midlands team. About the Company Our client is a leading multi-disciplinary consultancy recognised for their expertise in planning, development economics, and design. They work on a wide range of prestigious and complex projects for major developers, housebuilders, and landowners across England and Wales. With a creative, collaborative, and supportive culture, this is an excellent environment for ambitious planners looking to develop their careers. The Role As part of the Midlands Planning team, you will be involved in the delivery of high-profile projects across both the private and public sectors. This will include strategic and development management planning, project coordination, and providing expert advice to clients. You'll be part of a dynamic and growing team where your contribution will make a visible impact on the success of projects and the development of the business. Key Responsibilities Manage and contribute to a range of planning projects from inception to completion Provide high-quality planning advice to clients across sectors Prepare and submit planning applications, appeals, and supporting reports Liaise with clients, local authorities, and stakeholders Support and mentor junior colleagues where appropriate Build and maintain strong client relationships, identifying opportunities for new work Requirements Chartered Member of the RTPI (MRTPI) Strong commercial awareness and ability to apply planning knowledge in a broader property context Excellent written, analytical, and verbal communication skills Confident in client-facing roles and capable of managing complex projects Proactive, enthusiastic, and driven to deliver results Benefits The successful candidate will enjoy a competitive salary and benefits package, including: 25 days annual leave (rising with service) plus bank holidays Private medical insurance Pension scheme Life assurance Cycle to work scheme Eye care vouchers Staff discounts on retail, property, and financial services Employee assistance programme (24-hour support) Regular CPD and career development opportunities 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)

Senior Paraplanner role - Chartered Financial Planning practice My client is a leading Chartered Financial Planning practice, giving bespoke advice to discerning clients, and are looking to augment their successful team with a Senior Paraplanner to work from their Alderely Edge office. You'll be involved in the financial planning process from start to finish, supporting the Financial Planner at each stage, but also dealing with clients directly and their technical queries,making you a pivotal member of the team. Effectively, this is a client-facing Paraplanner role dealing with HNW clients. A competitive salary of between 40,000 and 60,000 is on offer with this office based role, along with comprehensive benefits. Ideally, you'll be an experienced Paraplanner, Level 6/Chartered Level, or near there, strong technical knowledge in financial planning and able to manage a work load to success! My client would also consider a less experienced Paraplanner, looking to grow in the role. Experience with Voyant, Curo, FE Analytics, Genovo, O&M Pension Profiler woiuld also be ideal for this opportunity! Click and apply ASAP as my client is considering CVs as we speak

Job Title: Senior Associate Town Planner Location: London Penguin Recruitment is delighted to be supporting a leading employee-owned multidisciplinary consultancy in the recruitment of an experienced Senior Associate Town Planner to join their growing Town Planning team. This is an outstanding opportunity for a Chartered Town Planner looking to take the next step in their career within a progressive organisation that places a strong emphasis on people, collaboration, sustainability, and professional development. The successful candidate will join a highly regarded planning team, working alongside Architects, Urban Designers and Landscape Architects on a diverse portfolio of major development projects across the UK. You will play a key role in leading complex planning applications, providing strategic planning advice, mentoring team members, and contributing to the future growth of the business. The Role As a Senior Associate Town Planner, you will be a key member of the Planning Leadership Team, helping to shape the strategic direction of the department while delivering high-quality planning solutions for a broad range of public and private sector clients. Key responsibilities include: Leading and managing complex planning application projects and major development proposals. Providing strategic planning advice to clients and internal project teams. Acting as a trusted advisor and maintaining strong client relationships. Supporting business development activities, including bid preparation and winning new work. Contributing to wider growth strategies across key sectors and client groups. Mentoring, developing and supporting junior team members. Assisting with team management, recruitment and staff development initiatives. Supporting the financial performance and strategic objectives of the planning team. Collaborating within multidisciplinary project teams to deliver successful development outcomes. Requirements Chartered Member of the Royal Town Planning Institute (MRTPI). Minimum of five years' post-qualification planning experience. Strong background in development management and/or strategic planning. Experience managing complex planning applications and development projects. Proven ability to manage and develop people or teams. Commercial awareness with experience managing project financial performance. Strong client-facing and relationship management skills. A collaborative approach with a passion for delivering high-quality planning outcomes. Ideally, candidates will have experience across one or more of the following sectors: Education Healthcare Institutional Development Mixed-Use Urban Regeneration Technology & Innovation Benefits Employee Ownership Trust with the opportunity to share in the success of the business. Flexible and hybrid working arrangements. Clear career progression and genuine career autonomy. Comprehensive benefits package including private healthcare. Supportive and collaborative working environment. Opportunity to work on high-profile and nationally significant projects. Strong commitment to diversity, inclusion and employee wellbeing. Interested? For further information on this opportunity, or to discuss your career options in confidence, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)

For more information, please contact Lucas Ward at RGB Recruitment We are partnered with one of the UK's largest and longest-established independent landscape practices. They are seeking an enthusiastic and experienced Landscape Planner to support continued growth in their Manchester office. You will deliver projects covering all aspects of landscape planning, including landscape and townscape character assessments, landscape and visual impact assessment (LIVAs), landscape and visual sensitivity and capacity assessment studies and mitigation and enhancement proposalsYou will work on projects from some of the largest energy and infrastructure projects in the UK down to small-scale housing projects and developments in protected areas. Requirements: Be a Chartered Member of the Landscape Institute. At least 5, ideally 10+ years of professional experience in landscape planning. Demonstrable team management, mentoring and client facing skills A good understanding of the UK planning process. A comprehensive understanding of LVIA in accordance with best practice guidance, the planning process and EIA; Very strong analytical and written skills, with demonstrable technical report writing experience. Excellent organisation, presentation and communication skills; and A full valid driving licence. They possess strong staff retention rates due to: A competitive salary with range of benefits A flexible working scheme to allow for a healthy work-life balance 2 days per week working from home Further Benefits and Rewards: Friendly, sociable, open plan city centre office environment Cycle to work scheme Life Assurance (4 x annual salary) Enhanced holiday allowance (23 days per annum starting and going up to 30 days) plus Bank Holidays Employee Assistance Programme - with free access to specialist external advice and counselling Workplace pension Paid professional membership fees Employee social events One paid day a year for volunteer activities Recruitment bonus Employee benefits platform (a selection of over 250 perks chosen to support employees' financial, physical and emotional wellbeing)

Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning Undertaking complex research and cashflow modelling Supporting Advisers with high-value and technically complex cases Acting as a technical reference point for the paraplanning team Mentoring and supporting junior and mid-level Paraplanners Reviewing paraplanning output to ensure quality, accuracy, and consistency Contributing to the development of systems, processes, and best practices About You Chartered Financial Planner status (or demonstrably close to achieving) Significant experience in a Senior Paraplanner role Strong technical knowledge across pensions, investments, and holistic financial planning Confident communicator with the ability to guide and mentor others High attention to detail and strong organisational skills Comfortable working in a hybrid environment What's On Offer Salary up to 60,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre base Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that genuinely puts people and clients first A growing firm full of opportunity , where your contribution will be recognised and your work truly matters Why Apply? This is a standout opportunity for a Chartered Paraplanner who wants more than just a technical role. You'll play a key part in driving quality, developing people, and helping shape the future of a respected and expanding financial planning firm. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

For more information, please contact Lucas Ward at RGB Recruitment We are partnered with one of the UK's largest and longest-established independent landscape practices. They are seeking an enthusiastic and experienced Landscape Planner to support continued growth in their Leeds office. You will deliver projects covering all aspects of landscape planning, including landscape and townscape character assessments, landscape and visual impact assessment (LIVAs), landscape and visual sensitivity and capacity assessment studies and mitigation and enhancement proposalsYou will work on projects from some of the largest energy and infrastructure projects in the UK down to small-scale housing projects and developments in protected areas. Requirements: Be a Chartered Member of the Landscape Institute. At least 5, ideally 10+ years of professional experience in landscape planning. Demonstrable team management, mentoring and client facing skills A good understanding of the UK planning process. A comprehensive understanding of LVIA in accordance with best practice guidance, the planning process and EIA; Very strong analytical and written skills, with demonstrable technical report writing experience. Excellent organisation, presentation and communication skills; and A full valid driving licence. They possess strong staff retention rates due to: A competitive salary with range of benefits A flexible working scheme to allow for a healthy work-life balance 2 days per week working from home Further Benefits and Rewards: Friendly, sociable, open plan city centre office environment Cycle to work scheme Life Assurance (4 x annual salary) Enhanced holiday allowance (23 days per annum starting and going up to 30 days) plus Bank Holidays Employee Assistance Programme - with free access to specialist external advice and counselling Workplace pension Paid professional membership fees Employee social events One paid day a year for volunteer activities Recruitment bonus Employee benefits platform (a selection of over 250 perks chosen to support employees' financial, physical and emotional wellbeing)

Tax Manager - Hybrid working Personal Tax Bedfordshire Salary up to £60,000 Are you a Tax Managerlooking for a new challenge? Do you have a background working as a Tax Managerin public practice? If so, I want to hear from you! We are proud to partner with an outstanding accountancy practice in Bedfordshire who are looking to hire a top quality Tax Manager to their team. The Tax Manager is a key leadership role within the Personal Tax department, responsible for driving strategic compliance and tax planning for high-net-worth individuals and complex private clients. Reporting into the Tax Director, this position ensures precise, timely, and HMRC-compliant delivery of personal income tax returns, including self-assessment, capital gains tax (CGT), inheritance tax (IHT), and annual tax on enveloped dwellings (ATED). The role involves leading a team of tax professionals, delivering tailored tax efficiency strategies, and maintaining rigorous quality controls. With a strong focus on regulatory compliance, client service excellence, and continuous improvement, the Tax Manager plays a vital role in enhancing the firm's reputation as a trusted advisor in personal tax. The ideal candidate combines deep technical expertise, proven leadership, and a commitment to professional development, contributing directly to the firm's growth and service innovation in personal tax advisory. Responsibilities: Lead end-to-end preparation and review of complex personal tax returns, including self-assessment, CGT, IHT, and ATED filings. Deliver strategic tax planning advice to high-net-worth clients, covering trusts, gift planning, and tax-efficient investment structures. Supervise and mentor a team of tax professionals, ensuring adherence to quality standards, deadlines, and compliance protocols. Conduct thorough technical reviews of tax computations and supporting documentation in line with HMRC guidance and case law. Collaborate directly with clients and external advisors (e.g., solicitors, accountants, financial planners) to gather data and deliver actionable tax solutions. Monitor and respond to changes in tax legislation, HMRC updates, and emerging trends, integrating insights into practice and client advice. Develop and refine internal tax policies, templates, and workflows to improve efficiency, consistency, and scalability. Serve as a subject matter expert, supporting training programs and knowledge-sharing initiatives across the department. Ensure timely submission of all tax filings and manage HMRC correspondence, queries, and appeals effectively. Requirements Tax Manager CTA (Chartered Tax Adviser) or ATT (Associate Tax Technician), with a proven track record in personal tax. Experience in personal tax compliance and advisory, preferably within an accountancy firm. Demonstrated expertise in preparing and reviewing self-assessment returns, CGT, IHT, and trust taxation. In-depth knowledge of HMRC regulations, including PAYE, dividend taxation, and anti-avoidance rules (e.g., TCGA 1992, IHTA 1984). Exceptional analytical, problem-solving, and communication skills with the ability to simplify complex tax concepts for clients. Experience leading teams, including performance management, mentoring, and professional development planning. Proficiency in tax software (e.g., Thomson Reuters Checkpoint, CCH AnswerBase, TaxCalc) and advanced Excel skills. Ability to manage multiple deadlines under pressure while maintaining accuracy and confidentiality. Commitment to ongoing CPD and adherence to ICAEW or ICAH professional conduct standards. Benefits Tax Manager Competitive salary based on experience Flexible working and work life balance Friendly and supportive team environment Ongoing training and professional development Study support for ACCA, ACA or AAT Clear progression opportunities within the firm Exposure to a varied client portfolio Modern office and systems Regular team socials and events Pension scheme Paid holiday plus bank holidays On site parking or easy local access Please contact Andy Irvine on , a , Andrew Irvine LinkedIn for a confidential conversation. Refer a friend We're keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We're looking to work with the best accountancy practice and tax staff in the Southeast so if your friends, family or colleagues are considering a

Pay: £25,000.00-£30,000.00 per year Job Description: Trainee Financial Planner / IFA Location: Sindlesham, Berkshire Salary: £25,000 - £30,000 (DOE) + Bonus for Each Exam Passed Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment? Our client, a Chartered and independent financial planning firm , is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner . This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent. Why This Role Stands Out: Clear Path to Success : You'll start off mastering the essentials of administration and client support and have a clear path allowing development of technical experience and full financial planning exposure, with a structured progression plan to become a fully qualified Financial Adviser. Study Support : Full support to achieve your CII Diploma in Financial Planning , with bonuses for every exam passed, and the opportunity to work towards Chartered status. Supportive Environment : Join a small, tight-knit team of 15 employees who are driven, friendly, and passionate about your growth. This is an environment that fosters learning and personal development . Benefits : Competitive salary, 6% pension , 25 days holiday, life insurance, and a generous bonus structure. Plus, you'll receive £250 for each exam you pass along your journey to becoming a Chartered Financial Planner. What We're Looking For: Graduate-level education (or equivalent). A passion for financial planning and a clear drive to learn and succeed. Strong attention to detail, excellent numerical skills, and a commitment to personal development. Any prior experience in financial services or wealth planning is a bonus but not essential. If you're looking to make your mark in the financial planning industry and want to join a chartered, boutique firm that will support your ambitions, then this could be the role for you. Apply today and take the first step toward an exciting and rewarding career in financial planning!

Your new company Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working. Your new role Providing technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews.Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies.You will be a key point of contact for clients for all technical matters and ongoing relationship management. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills. The role also requires the ability to articulate complex information in a clear manner and good client relationship skills. What you'll get in return In addition to a competitive salary and benefits package, this is a very good career opportunity for a growing firm which invests in its people and offers excellent long-term prospects. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Your new company Due to continued and steady growth, an excellent opportunity has arisen with a growing and forward-thinking firm of Chartered Financial Planners for an experienced Paraplanner. Flexible working culture, option for hybrid-working. Your new role Providing technical support to financial planners to establish client needs, assessing their goals and longer-term objectives, presenting solutions and being involved with ongoing reviews. Key responsibilities include research and preparing suitability reports with recommendations, identifying areas of advice which could be beneficial to clients and developing financial strategies. You will be a key point of contact for clients for all technical matters and ongoing relationship management. What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, have strong technical knowledge of financial planning, research and report writing skills. The role also requires the ability to articulate complex information in a clear manner and good client relationship skills. What you'll get in return In addition to a competitive salary and benefits package, this is a very good career opportunity with a growing firm which invests in its people and offers excellent long-term prospects. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Wealth Management The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input. The offices are excellent and you will benefit from free parking and local amenities. The Role As an IFA/Client services or Wealth Management Administrator, duties will include (but are not limited to): Delivering a proactive and efficient support service to directors and consultants of their Wealth Management clients. Involved in new business and servicing administration as well as general administration and special projects. You will be given direct responsibility for aspects of the administration and will be expected to manage these tasks appropriately. Assisting the office manager with the development and implementation of changes to administration procedures to enhance efficiencies and to continually consider improving procedures and processes. Attending relevant internally and externally arranged meetings and courses and provide feedback after the event, including how benefits / changes can be implemented on a day-to-day basis. Contributing to the development of the team and the business in general through suggestions, feedback, and involvement in team meetings. Ensuring back-office records are accurately maintained and updated as changes occur or are advised. You will help your colleagues during periods of sickness or increased workloads and during their holiday. Required to process commission and fee statements and raise invoices within I.O. so should preferably have experience in this area. About you As an IFA/Client Services Administrator you will possess the following: IFA administration experience and knowledge of the Intelligent Office system (preferred). You will be able to work within a team but can self-motivate. You will have a strong skillset in Microsoft Office, especially excel, have excellent attention to detail and be inquisitive. As the role involves communicating with clients and product providers, strong written and verbal communication skills are crucial as well as excellent punctuality At least 12 months experience delivering financial services administration support within an IFA practice. You will have current knowledge of Intelligent Office (ideally), including new business, servicing, and potentially fee/commission processing. You will know how to use standard templates and to use Tasks to provide an audit trail. You will have good knowledge of current FCA regulatory requirements. In summary This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment If this is opportunity is of interest, please contact Jim Maddison at Financial Divisions

Paid Qualifications, Pension & Annual CPI Salary Increase I've had the pleasure of working with this well-established, independent financial advisory firm for several years, and I'm excited to share a fantastic opportunity for a Paraplanner to join their growing team. The firm is known for its holistic, bespoke approach and has built a strong reputation for providing client-centred financial planning. As they continue to expand, they're seeking a motivated Paraplanner to support the advisory team, offering a great chance to progress your career while making a meaningful impact on clients' financial futures. Based full-time near the Bromley office, you'll work closely with the Managing Director, Office Manager, and advisers. Your duties will include drafting advice reports using tools like PowerPoint, Excel, and systems such as Intelligent Office, FE Analytics, and Voyant. You'll research pensions and investment products, manage model portfolios, and prepare monthly investment reports. Additionally, you'll assist with client onboarding, annual reviews, and gathering technical information from product providers. You will also be responsible for developing and presenting tailored recommendations to clients, ensuring alignment with their financial objectives and needs. Additionally, you'll have the opportunity to lead an AI-driven project, exploring how artificial intelligence can be integrated into the business to add value and improve operational efficiency. The firm encourages career development with several progression paths, including advancing to a Financial Adviser role or becoming a long-term Career Paraplanner, with opportunities to lead a paraplanning team and pursue Chartered qualifications. You'll be supported in working towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS), with salary increases as you pass each exam. The firm offers a competitive salary of up to £53k, depending on experience, plus a discretionary bonus of up to 20% of your base salary based on both firm and individual performance. Additional benefits include a pension scheme (5% employee, 3% employer contributions), full qualification support, and an annual CPI-based salary increase. If you're a motivated, client-focused professional with a passion for financial planning, this role presents an excellent opportunity for career progression in a supportive, rewarding environment. For more information or to apply, please contact Joanna Clark at Financial Divisions.