Town Planner Location: Leeds Salary: Competitive + Excellent Benefits Are you an ambitious Town Planner looking to take the next step in your career with a well-established and highly successful property developer? We're working exclusively with a leading UK developer that has built an outstanding reputation for delivering high-quality residential and mixed-use developments across the country. Due to continued growth and an expanding pipeline of projects, they're looking to appoint a Town Planner to join their experienced team based in Leeds. This is an exciting opportunity to play a key role in shaping major developments from land acquisition through to planning approval, working alongside a multidisciplinary team in a business that genuinely invests in its people. The Role As a Town Planner, you'll provide planning expertise across a diverse portfolio of residential-led developments, helping to maximise land opportunities and secure planning permissions that support the company's ambitious growth plans. Key responsibilities include: Preparing and managing planning applications from inception through to determination. Liaising with local planning authorities, statutory consultees and external stakeholders. Providing planning advice to internal land, design and technical teams. Supporting the appraisal of potential land acquisitions through planning due diligence. Managing external planning consultants where required. Monitoring planning policy changes and advising on their potential impact. Representing the business at meetings, consultations and planning committees where appropriate. About You We're keen to speak with candidates who have: A degree in Town Planning or a related discipline. MRTPI status or be working towards chartership. Previous experience within a consultancy, housebuilder, developer or local authority. Strong knowledge of the UK planning system and planning legislation. Excellent communication and stakeholder management skills. The ability to manage multiple projects and work effectively within a collaborative team. What's on Offer? Competitive salary. Attractive bonus scheme. Comprehensive benefits package. Excellent career progression opportunities. Exposure to high-profile residential development projects. A supportive, collaborative working environment. The opportunity to join a financially strong and growing business with a long-term project pipeline. If you're looking for a role where you can make a real impact on large-scale residential developments while advancing your career with one of the UK's most respected developers, we'd love to hear from you. To find out more or to apply in confidence, please get in touch today.
Jul 31, 2026
Full time
Town Planner Location: Leeds Salary: Competitive + Excellent Benefits Are you an ambitious Town Planner looking to take the next step in your career with a well-established and highly successful property developer? We're working exclusively with a leading UK developer that has built an outstanding reputation for delivering high-quality residential and mixed-use developments across the country. Due to continued growth and an expanding pipeline of projects, they're looking to appoint a Town Planner to join their experienced team based in Leeds. This is an exciting opportunity to play a key role in shaping major developments from land acquisition through to planning approval, working alongside a multidisciplinary team in a business that genuinely invests in its people. The Role As a Town Planner, you'll provide planning expertise across a diverse portfolio of residential-led developments, helping to maximise land opportunities and secure planning permissions that support the company's ambitious growth plans. Key responsibilities include: Preparing and managing planning applications from inception through to determination. Liaising with local planning authorities, statutory consultees and external stakeholders. Providing planning advice to internal land, design and technical teams. Supporting the appraisal of potential land acquisitions through planning due diligence. Managing external planning consultants where required. Monitoring planning policy changes and advising on their potential impact. Representing the business at meetings, consultations and planning committees where appropriate. About You We're keen to speak with candidates who have: A degree in Town Planning or a related discipline. MRTPI status or be working towards chartership. Previous experience within a consultancy, housebuilder, developer or local authority. Strong knowledge of the UK planning system and planning legislation. Excellent communication and stakeholder management skills. The ability to manage multiple projects and work effectively within a collaborative team. What's on Offer? Competitive salary. Attractive bonus scheme. Comprehensive benefits package. Excellent career progression opportunities. Exposure to high-profile residential development projects. A supportive, collaborative working environment. The opportunity to join a financially strong and growing business with a long-term project pipeline. If you're looking for a role where you can make a real impact on large-scale residential developments while advancing your career with one of the UK's most respected developers, we'd love to hear from you. To find out more or to apply in confidence, please get in touch today.
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Jul 31, 2026
Contractor
Clark James Recruitment are working with a professional and highly regarded IFA business. Our client has a vacancy for an experienced IFA Administrator to join their dynamic team om a contract basis (initial contract 3 months). The successful candidate will play a crucial role in supporting the Advisor team by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice. Role Client Management: Acting as a primary point of contact for clients, resolving queries, preparing annual review packs and managing ongoing client requests. Technical Support: Processing new business applications, investment fund switches, and pension/investment ongoing management. Compliance: Ensuring all client data is recorded accurately and back-office system kept up to date. Adviser Support: Supporting advisers with research, ongoing review documentation and assist with contacting providers for existing policy details. Role Experience: Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Knowledge: Strong understanding of financial planning products, including investments and pensions. System Skills: Proficient in Microsoft Office and industry software. Qualifications: Not essential however an advantage. Communication: Strong communication, attention to detail, and ability to manage multiple deadlines. Candidate Qualifications : Level 4 Diploma qualified (not essential however, an advantage). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package Competitive salary based on experience. PLEASE NOTE THAT THIS VACANCY IS A 3 MONTH CONTRACT, THIS COULD BE EXTENDED
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Business Processing team. You will ensure all new business and servicing business is processed accurately, promptly and in line with compliance requirements. The role requires strong attention to detail, clear documentation, and the ability to manage tasks within strict service-level deadlines. The position also includes monitoring client cash balances on a monthly basis and liaising with Planners and Clients to ensure portfolios remain appropriately aligned. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing New Business & Servicing Processing Process a variety of new business types, including: Pension and ISA transfers and new money, protection applications, EIS/VCT, withdrawals, fund switches and trading Ensure all required compliance documentation is in place prior to submission. Update the back-office system in line with the advice journey, ensuring all notes are accurate, clear and detailed. Manage business from submission through to completion, keeping clients informed of progress. Liaise with Planners and wider team members as necessary. Review client cash balances across various provider platforms on a monthly basis. Identify high or low balances and liaise with Planners and Clients to ensure portfolios remain aligned with recommendations. What You ll Bring Knowledge Strong understanding of the financial planning process. Experience processing business across a variety of provider platforms. Excellent communication skills, including professional telephone manner. High standard of written and spoken English. Experience Proven experience working within an IFA Financial Services Administration role (essential). Skills and Attributes Proficient IT skills, including spreadsheets and databases. Strong planning and organisational abilities. High level of accuracy and attention to detail. Methodical approach to workload management. Demonstrates honesty and integrity in all aspects of work. Consumer Duty You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remains up to date. The Consumer Duty pillars are: Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable. Price and Value Products and services should be sold at a price that reflects their value. There should be no excessively high fees. Product and Services The firm s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected. Consumer Support Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Jul 31, 2026
Full time
Financial Services Administrator Location: Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish!) Salary: Up to £30,000 depending on experience We are looking for an experienced Financial Services Administrator to join our Business Processing team. You will ensure all new business and servicing business is processed accurately, promptly and in line with compliance requirements. The role requires strong attention to detail, clear documentation, and the ability to manage tasks within strict service-level deadlines. The position also includes monitoring client cash balances on a monthly basis and liaising with Planners and Clients to ensure portfolios remain appropriately aligned. You will work from our Birmingham or Market Harborough office, but with the ability to work from home, and will have full IFA experience in order to hit the ground running following initial process training Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work- life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working Generous time off: 28 days holiday + bank holidays + your birthday off Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts Career development & progression: Access to the Radiant Academy for structured training. Team culture: Join a collaborative, approachable group of professionals who value both excellence and support What You ll Be Doing New Business & Servicing Processing Process a variety of new business types, including: Pension and ISA transfers and new money, protection applications, EIS/VCT, withdrawals, fund switches and trading Ensure all required compliance documentation is in place prior to submission. Update the back-office system in line with the advice journey, ensuring all notes are accurate, clear and detailed. Manage business from submission through to completion, keeping clients informed of progress. Liaise with Planners and wider team members as necessary. Review client cash balances across various provider platforms on a monthly basis. Identify high or low balances and liaise with Planners and Clients to ensure portfolios remain aligned with recommendations. What You ll Bring Knowledge Strong understanding of the financial planning process. Experience processing business across a variety of provider platforms. Excellent communication skills, including professional telephone manner. High standard of written and spoken English. Experience Proven experience working within an IFA Financial Services Administration role (essential). Skills and Attributes Proficient IT skills, including spreadsheets and databases. Strong planning and organisational abilities. High level of accuracy and attention to detail. Methodical approach to workload management. Demonstrates honesty and integrity in all aspects of work. Consumer Duty You must maintain an understanding of the four pillars of Consumer Duty and how they relate practically to the execution of your role. Your attendance at relevant Consumer Duty training is mandated to ensure that your knowledge and experience remains up to date. The Consumer Duty pillars are: Consumer Understanding - Consumers are equipped to make good decisions. Information is made available at the right time and is understandable. Price and Value Products and services should be sold at a price that reflects their value. There should be no excessively high fees. Product and Services The firm s products and services should be fit for purpose. The terms match the target consumer needs and products and services work as expected. Consumer Support Customer service should be responsive and helpful. It should be as easy to complain about or switch and cancel products or services as it was to buy them. Apply Now! If you re ready to take the next step in your Financial Services career - developing your skills and progressing toward senior roles - we d love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Paraplanner Location :Wetherby, West Yorkshire Salary : 35,000 - 45,000 Per Annum (DOE) Experience : Minimum 18 Months Paraplanning Experience The Opportunity: We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment. Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients. Key Responsibilities: Prepare comprehensive Financial Plans and Suitability Reports. Conduct technical research and analysis to support financial planning recommendations. Prepare and collate all documentation required to support product and provider recommendations. Attend client meetings where required, taking accurate notes and following up on agreed actions. Manage your own workload effectively, ensuring deadlines are consistently met. Ensure all work complies with regulatory requirements, internal procedures and quality standards. Act as a technical point of contact for clients, advisers and external providers, responding to queries in a professional and timely manner. Build and maintain positive working relationships with clients, advisers and colleagues. About You To be successful in this role, you will need: A minimum of 18 months' experience in a Paraplanner (or similar) role. Diploma in Regulated Financial Planning (Level 4) or higher. A genuine ambition to progress towards Chartered Financial Planner status. Strong technical knowledge across all areas of financial planning, with particular expertise in pensions. Experience writing suitability reports and carrying out investment and product research. A solid understanding of the financial planning process and regulatory compliance requirements. Experience supporting high-net-worth clients. Excellent organisational skills with the ability to manage multiple priorities. Strong communication skills and the confidence to liaise with clients, providers and colleagues. High levels of integrity, professionalism and attention to detail. Experience using financial planning software, cashflow modelling tools and back-office systems. The ability to work independently while also contributing positively as part of a team. Qualifications: Level 4 Regulated Financial Planning Diploma GCSEs (or equivalent) in English and Maths. Benefits: Competitive salary of 35,000- 45,000, depending on experience. Life insurance. Private medical insurance and healthcare scheme. Ongoing professional development, including financial support and study leave for qualifications. Flexible working arrangements. Free on-site parking. If you're looking to join a forward-thinking financial planning firm that values technical excellence, professional development and outstanding client service, we'd love to hear from you or feel to contact directly with your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 31, 2026
Full time
Paraplanner Location :Wetherby, West Yorkshire Salary : 35,000 - 45,000 Per Annum (DOE) Experience : Minimum 18 Months Paraplanning Experience The Opportunity: We are looking for a motivated and technically capable Paraplanner to join our growing team in Wetherby. This is an excellent opportunity for an experienced professional who is passionate about financial planning and is keen to continue developing their career within a supportive and collaborative environment. Working closely with our Financial Planners, you will provide high-quality technical support through research, analysis and report writing, helping to deliver exceptional outcomes for our clients. Key Responsibilities: Prepare comprehensive Financial Plans and Suitability Reports. Conduct technical research and analysis to support financial planning recommendations. Prepare and collate all documentation required to support product and provider recommendations. Attend client meetings where required, taking accurate notes and following up on agreed actions. Manage your own workload effectively, ensuring deadlines are consistently met. Ensure all work complies with regulatory requirements, internal procedures and quality standards. Act as a technical point of contact for clients, advisers and external providers, responding to queries in a professional and timely manner. Build and maintain positive working relationships with clients, advisers and colleagues. About You To be successful in this role, you will need: A minimum of 18 months' experience in a Paraplanner (or similar) role. Diploma in Regulated Financial Planning (Level 4) or higher. A genuine ambition to progress towards Chartered Financial Planner status. Strong technical knowledge across all areas of financial planning, with particular expertise in pensions. Experience writing suitability reports and carrying out investment and product research. A solid understanding of the financial planning process and regulatory compliance requirements. Experience supporting high-net-worth clients. Excellent organisational skills with the ability to manage multiple priorities. Strong communication skills and the confidence to liaise with clients, providers and colleagues. High levels of integrity, professionalism and attention to detail. Experience using financial planning software, cashflow modelling tools and back-office systems. The ability to work independently while also contributing positively as part of a team. Qualifications: Level 4 Regulated Financial Planning Diploma GCSEs (or equivalent) in English and Maths. Benefits: Competitive salary of 35,000- 45,000, depending on experience. Life insurance. Private medical insurance and healthcare scheme. Ongoing professional development, including financial support and study leave for qualifications. Flexible working arrangements. Free on-site parking. If you're looking to join a forward-thinking financial planning firm that values technical excellence, professional development and outstanding client service, we'd love to hear from you or feel to contact directly with your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Technical Assistant (Paraplanner) Location : Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish) Department: Paraplanning Salary: Competitive, based on experience Combine technical expertise with client relationships in a role that puts you at the heart of the financial planning journey. Shape the Future of Financial Planning with Radiant Are you an experienced Paraplanner looking for a more varied role that combines technical expertise with direct client involvement? At Radiant Financial Planning, we're looking for a Technical Assistant to work closely alongside a dedicated Financial Planner, helping to deliver exceptional financial planning experiences for clients. This is a fantastic opportunity for someone who enjoys both the analytical side of financial planning and the people-focused aspects of building strong professional relationships. You'll play a pivotal role throughout the client journey from gathering information and supporting meetings to conducting research, preparing recommendations, and helping an adviser stay organised and focused on delivering outstanding advice. This is more than a technical support role it's an opportunity to become a trusted partner to a Financial Planner, gain greater client exposure, and further develop your career within a supportive and forward-thinking business. Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day a week in the office required. Generous holiday package: 28 days annual leave + bank holidays, plus your birthday off. Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions. Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts. Professional growth: Ongoing training and career development through the Radiant Academy. Friendly team culture: Join a collaborative, approachable group of professionals who value both excellence and support. What You'll Be Doing Working alongside a dedicated Financial Planner, you'll be a key part of delivering high-quality financial planning advice and exceptional client experiences. You'll: Assist with the preparation and completion of client fact finds and ongoing client reviews. Build strong relationships with clients, acting as a trusted point of contact throughout the advice process. Attend client meetings with the Financial Planner where appropriate, taking notes, capturing actions, and supporting follow-up activity. Liaise with clients, solicitors, accountants, mortgage advisers, and other professional contacts to gather information and progress cases. Help coordinate and organise the Financial Planner's workload, ensuring actions, reviews, and client servicing activities are completed efficiently. Conduct in-depth research across pensions, investments, protection, and holistic financial planning solutions. Build accurate cashflow models to support client recommendations. Draft bespoke suitability reports and recommendation documents. Support with advice implementation, applications, and compliance processes. Ensure all client records and documentation are complete, accurate, and compliant. Uphold FCA standards and embed Consumer Duty principles in every client interaction. What You'll Bring Proven experience as a Paraplanner within financial planning and Level 4 Diploma in Regulated Financial Planning. Strong technical knowledge across pensions, investments, protection, and personal financial planning. Excellent communication skills with confidence interacting directly with clients and professional connections. Strong organisational skills and the ability to manage multiple priorities effectively. Experience writing suitability reports and financial planning recommendations. Confidence using cashflow modelling software, CRM systems, and financial research tools. A proactive, relationship-focused approach with exceptional attention to detail. A desire to continually develop technical knowledge and progress within the financial planning profession. This role is ideal for an experienced Paraplanner who enjoys the technical side of financial planning but would like greater exposure to clients, advisers, and the wider advice process. It's also perfect for someone considering a future career as a Financial Planner and looking to develop their experience through closer involvement in client meetings and adviser support. Apply Now If you're ready to take the next step in your financial planning career combining technical expertise with client interaction, working closely with a Financial Planner, and helping clients achieve their goals we'd love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Jul 31, 2026
Full time
Technical Assistant (Paraplanner) Location : Market Harborough or Birmingham (Hybrid) Employment Type: Full-Time (with an early Friday finish) Department: Paraplanning Salary: Competitive, based on experience Combine technical expertise with client relationships in a role that puts you at the heart of the financial planning journey. Shape the Future of Financial Planning with Radiant Are you an experienced Paraplanner looking for a more varied role that combines technical expertise with direct client involvement? At Radiant Financial Planning, we're looking for a Technical Assistant to work closely alongside a dedicated Financial Planner, helping to deliver exceptional financial planning experiences for clients. This is a fantastic opportunity for someone who enjoys both the analytical side of financial planning and the people-focused aspects of building strong professional relationships. You'll play a pivotal role throughout the client journey from gathering information and supporting meetings to conducting research, preparing recommendations, and helping an adviser stay organised and focused on delivering outstanding advice. This is more than a technical support role it's an opportunity to become a trusted partner to a Financial Planner, gain greater client exposure, and further develop your career within a supportive and forward-thinking business. Why Join Radiant? We believe people do their best work when they feel supported, valued, and part of a positive culture. At Radiant, you ll benefit from: Work-life balance: Early finish every Friday at 2:15pm, plus flexible hybrid working, with only one day a week in the office required. Generous holiday package: 28 days annual leave + bank holidays, plus your birthday off. Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions. Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts. Professional growth: Ongoing training and career development through the Radiant Academy. Friendly team culture: Join a collaborative, approachable group of professionals who value both excellence and support. What You'll Be Doing Working alongside a dedicated Financial Planner, you'll be a key part of delivering high-quality financial planning advice and exceptional client experiences. You'll: Assist with the preparation and completion of client fact finds and ongoing client reviews. Build strong relationships with clients, acting as a trusted point of contact throughout the advice process. Attend client meetings with the Financial Planner where appropriate, taking notes, capturing actions, and supporting follow-up activity. Liaise with clients, solicitors, accountants, mortgage advisers, and other professional contacts to gather information and progress cases. Help coordinate and organise the Financial Planner's workload, ensuring actions, reviews, and client servicing activities are completed efficiently. Conduct in-depth research across pensions, investments, protection, and holistic financial planning solutions. Build accurate cashflow models to support client recommendations. Draft bespoke suitability reports and recommendation documents. Support with advice implementation, applications, and compliance processes. Ensure all client records and documentation are complete, accurate, and compliant. Uphold FCA standards and embed Consumer Duty principles in every client interaction. What You'll Bring Proven experience as a Paraplanner within financial planning and Level 4 Diploma in Regulated Financial Planning. Strong technical knowledge across pensions, investments, protection, and personal financial planning. Excellent communication skills with confidence interacting directly with clients and professional connections. Strong organisational skills and the ability to manage multiple priorities effectively. Experience writing suitability reports and financial planning recommendations. Confidence using cashflow modelling software, CRM systems, and financial research tools. A proactive, relationship-focused approach with exceptional attention to detail. A desire to continually develop technical knowledge and progress within the financial planning profession. This role is ideal for an experienced Paraplanner who enjoys the technical side of financial planning but would like greater exposure to clients, advisers, and the wider advice process. It's also perfect for someone considering a future career as a Financial Planner and looking to develop their experience through closer involvement in client meetings and adviser support. Apply Now If you're ready to take the next step in your financial planning career combining technical expertise with client interaction, working closely with a Financial Planner, and helping clients achieve their goals we'd love to hear from you. Please note: All applicants must be willing to undergo background screening, including police and bankruptcy checks.
Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.
Jul 31, 2026
Full time
Hybrid (3 days office-based) This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration. Working closely with Financial Planners, you'll help create robust, client-focused financial strategies and recommendations that support clients in achieving their long-term objectives. The Opportunity You'll be joining a collaborative and highly professional team that takes a genuinely holistic approach to financial planning. Advice spans pensions, investments, protection, tax planning, and estate planning, often working alongside accountancy and tax specialists to deliver joined-up solutions for clients. This role would suit someone who enjoys technical problem-solving, conducting detailed research, and producing well-structured suitability reports that provide real value to both advisers and clients. Key Responsibilities Analyse complex client information and translate findings into clear, practical financial planning recommendations. Produce high-quality suitability reports and supporting documentation. Conduct cashflow modelling, scenario testing, and financial forecasting. Research products, providers, and planning strategies to support client outcomes. Develop compliant recommendations aligned to client goals and regulatory requirements. Prepare technical documentation and reports to support Financial Planner meetings. Maintain exceptional standards of accuracy, technical quality, and regulatory compliance. About You To be considered, you'll ideally have: Previous experience in a Paraplanning or technical financial planning position. Diploma in Regulated Financial Planning (or equivalent qualification). Strong technical knowledge across pensions, investments, protection, and UK tax planning. Experience producing suitability reports and recommendation documents. Knowledge of financial planning and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong written communication skills with the ability to explain complex concepts clearly. A proactive approach with the ability to manage your own workload while working effectively as part of a wider team. What's on Offer In return, my client offers a supportive and collaborative working environment where professional development is actively encouraged and rewarded. Benefits include: Minimum 25 days annual leave plus bank holidays. Option to purchase up to 5 additional days holiday. Additional day off for your birthday. Hybrid working arrangement (3 days office-based). Employee Assistance Programme supporting mental, physical, and financial wellbeing. Fully funded professional qualifications and ongoing development. Competitive pension scheme. Access to a range of employee discounts and benefits. If you're a technically focused Paraplanner looking to join a forward-thinking Wealth Management business where you can continue to develop your expertise and build a long-term career, I'd be keen to discuss the opportunity with you.
My client is a well-established Financial Planning firm with offices based in rural Norfolk. My client can offer an excellent working environment, working in their beautiful purpose-built office building, here you will feel well looked after and valued as part of an established, professional and positive team. My client based on the outskirts of Norwich, have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. The ideal candidate will have a minimum of two years experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge The requisite technical knowledge and qualifications, to meet FCA and company expectations. Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. A high degree of technical product and tax knowledge enabling the most appropriate client solutions. The ability to be able to multi task and juggle a busy workload. General Responsibilities Keep up to date with relevant product, legislative and technical changes. Ensure relevant CPD is maintained and recorded accurately. Promoting the profile of the business within the professional and wider community. Developing and maintaining internal relationships across the business to meet expected business and income targets. Key Responsibilities Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up Interpreting and analyzing data obtained from Advisers and 3rd parties Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Independently identifying planning needs Implementing and evidencing clear centralised paraplanning procedures Proficient use of cash flow modeling software Coordinating the Paraplan work log and ensuring work is completed within service standards Communicating with the Advisers regarding their work requests Maintenance and development of compliant client suitability templates and factual technical collateral Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client Coordination of AIS model portfolio solution and follow up with clients and platform providers Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal Coordination of ongoing client assessments of suitability and the drawdown review service Review investment portfolios, performance and asset allocation Carry out due diligence Submitting business and managing the case to completion Effective time and caseload management Managing, recording and monitoring client reviews Assisting with the writing of technical communications for mass communications to clients and professionals Project work, management and coordination Providing technical training to team members Arranging training sessions for the team members Preparation of existing client files for review and managing review requirements to ensure all client files are compliant Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client Providing technical support to the Advisers and other team members Answering technical client queries Ability to achieve desired outcomes with minimum supervision Updating the company s research file Accurate system updating on IO Competent administration through wrap platforms utilized by the company Benefits Pension (auto-enrolment) 28 days holiday (3 of which are kept aside for the festive period office closure) 4 x Death in Service Full support for relevant Qualifications Discretionary bonus Birthday day off if it falls on a working day Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) Early finish on a Friday (3pm) Free fruit in the office Flu vaccination voucher
Jul 31, 2026
Full time
My client is a well-established Financial Planning firm with offices based in rural Norfolk. My client can offer an excellent working environment, working in their beautiful purpose-built office building, here you will feel well looked after and valued as part of an established, professional and positive team. My client based on the outskirts of Norwich, have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. The ideal candidate will have a minimum of two years experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge The requisite technical knowledge and qualifications, to meet FCA and company expectations. Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. A high degree of technical product and tax knowledge enabling the most appropriate client solutions. The ability to be able to multi task and juggle a busy workload. General Responsibilities Keep up to date with relevant product, legislative and technical changes. Ensure relevant CPD is maintained and recorded accurately. Promoting the profile of the business within the professional and wider community. Developing and maintaining internal relationships across the business to meet expected business and income targets. Key Responsibilities Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up Interpreting and analyzing data obtained from Advisers and 3rd parties Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Independently identifying planning needs Implementing and evidencing clear centralised paraplanning procedures Proficient use of cash flow modeling software Coordinating the Paraplan work log and ensuring work is completed within service standards Communicating with the Advisers regarding their work requests Maintenance and development of compliant client suitability templates and factual technical collateral Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client Coordination of AIS model portfolio solution and follow up with clients and platform providers Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal Coordination of ongoing client assessments of suitability and the drawdown review service Review investment portfolios, performance and asset allocation Carry out due diligence Submitting business and managing the case to completion Effective time and caseload management Managing, recording and monitoring client reviews Assisting with the writing of technical communications for mass communications to clients and professionals Project work, management and coordination Providing technical training to team members Arranging training sessions for the team members Preparation of existing client files for review and managing review requirements to ensure all client files are compliant Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client Providing technical support to the Advisers and other team members Answering technical client queries Ability to achieve desired outcomes with minimum supervision Updating the company s research file Accurate system updating on IO Competent administration through wrap platforms utilized by the company Benefits Pension (auto-enrolment) 28 days holiday (3 of which are kept aside for the festive period office closure) 4 x Death in Service Full support for relevant Qualifications Discretionary bonus Birthday day off if it falls on a working day Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) Early finish on a Friday (3pm) Free fruit in the office Flu vaccination voucher
Job Title: Senior Planner / Associate Town Planner Location: Edinburgh Penguin Recruitment is delighted to be supporting a leading UK property and planning consultancy in the appointment of a Senior Planner / Associate Planner for its Edinburgh office. Our client is a highly regarded multidisciplinary consultancy with one of the largest planning and development teams operating across the UK. Their Scottish team advises an impressive portfolio of private and public sector clients, including major developers, financial institutions, landowners, and commercial organisations across a diverse range of sectors. This is an excellent opportunity to join a collaborative and growing team working on high-profile projects across residential, mixed-use, retail, leisure, commercial, and higher education developments throughout Scotland. The Role The successful candidate will work closely with senior leadership and multidisciplinary teams on a broad range of projects, gaining exposure to both strategic and development management planning work. The role will involve: Undertaking site appraisals and planning assessments Preparing planning advice notes and strategic recommendations for clients Assisting in the preparation and submission of planning applications, appeals, representations, and related documentation Supporting the development of planning strategies and project programmes Advising clients on development opportunities and asset management matters Liaising with local authorities, consultants, and key stakeholders Supporting business development initiatives and preparing fee proposals Building and maintaining strong client relationships Attending client meetings and contributing to project delivery across a varied portfolio Candidate Requirements The ideal candidate will: Hold MRTPI and/or MRICS (Planning & Development) accreditation Have experience within a planning consultancy, local authority, or development environment Demonstrate strong technical planning knowledge and commercial awareness Possess excellent written, verbal, and presentation skills Be confident in client-facing situations and stakeholder engagement Have strong analytical and organisational abilities Be self-motivated and capable of managing workloads effectively Demonstrate strong negotiation and communication skills Have experience working across a variety of sectors within the Scottish planning market (desirable) Benefits Competitive salary and benefits package Exposure to high-profile and complex planning projects Excellent opportunities for career progression and professional development Collaborative and supportive team environment Opportunity to work alongside leading professionals across planning and property disciplines Hybrid and flexible working arrangements Ongoing CPD and professional training support This is an exciting opportunity for an ambitious planner looking to further their career within a highly respected consultancy environment offering genuine progression opportunities in the Scottish market. Interested? The hiring manager is looking to meet suitable candidates ASAP. If you meet the above criteria, please contact Josh Jones on (phone number removed) or email (url removed)
Jul 31, 2026
Full time
Job Title: Senior Planner / Associate Town Planner Location: Edinburgh Penguin Recruitment is delighted to be supporting a leading UK property and planning consultancy in the appointment of a Senior Planner / Associate Planner for its Edinburgh office. Our client is a highly regarded multidisciplinary consultancy with one of the largest planning and development teams operating across the UK. Their Scottish team advises an impressive portfolio of private and public sector clients, including major developers, financial institutions, landowners, and commercial organisations across a diverse range of sectors. This is an excellent opportunity to join a collaborative and growing team working on high-profile projects across residential, mixed-use, retail, leisure, commercial, and higher education developments throughout Scotland. The Role The successful candidate will work closely with senior leadership and multidisciplinary teams on a broad range of projects, gaining exposure to both strategic and development management planning work. The role will involve: Undertaking site appraisals and planning assessments Preparing planning advice notes and strategic recommendations for clients Assisting in the preparation and submission of planning applications, appeals, representations, and related documentation Supporting the development of planning strategies and project programmes Advising clients on development opportunities and asset management matters Liaising with local authorities, consultants, and key stakeholders Supporting business development initiatives and preparing fee proposals Building and maintaining strong client relationships Attending client meetings and contributing to project delivery across a varied portfolio Candidate Requirements The ideal candidate will: Hold MRTPI and/or MRICS (Planning & Development) accreditation Have experience within a planning consultancy, local authority, or development environment Demonstrate strong technical planning knowledge and commercial awareness Possess excellent written, verbal, and presentation skills Be confident in client-facing situations and stakeholder engagement Have strong analytical and organisational abilities Be self-motivated and capable of managing workloads effectively Demonstrate strong negotiation and communication skills Have experience working across a variety of sectors within the Scottish planning market (desirable) Benefits Competitive salary and benefits package Exposure to high-profile and complex planning projects Excellent opportunities for career progression and professional development Collaborative and supportive team environment Opportunity to work alongside leading professionals across planning and property disciplines Hybrid and flexible working arrangements Ongoing CPD and professional training support This is an exciting opportunity for an ambitious planner looking to further their career within a highly respected consultancy environment offering genuine progression opportunities in the Scottish market. Interested? The hiring manager is looking to meet suitable candidates ASAP. If you meet the above criteria, please contact Josh Jones on (phone number removed) or email (url removed)
Job Title: Senior / Principal Town Planner Location: Cardiff (Hybrid Working) About the Company Penguin Recruitment is delighted to be supporting a leading UK planning consultancy with an excellent reputation for delivering high-quality planning, development economics and design services. The company works with major developers, landowners and public sector bodies on complex and prestigious projects across England and Wales, offering a collaborative, forward-thinking and supportive working environment. The Role As part of the Wales & West Planning team, you will play a key role in delivering a range of significant planning projects. This includes strategic planning, development management, and coordinating planning projects for both private and public sector clients. This is an exciting opportunity for an established planner looking to progress their career within a dynamic consultancy environment, working on varied and high-profile schemes. Key Responsibilities Deliver planning advice and project support across a range of development projects Manage planning applications, appeals, and development management processes Provide strategic planning advice to clients Coordinate planning projects and liaise with clients, stakeholders and local authorities Support junior team members and contribute to team development About You MRTPI qualified Strong commercial awareness and ability to apply planning expertise within a wider property and development context Excellent analytical, written and verbal communication skills Confident in client-facing situations and managing projects Proactive, motivated and keen to develop professionally Benefits & Rewards Competitive salary (dependent on experience) 25 days annual leave plus bank holidays, increasing with service (up to 30 days) Regular CPD and professional development opportunities Private medical insurance Salary sacrifice pension scheme Death in Service benefit Employee assistance programme Cycle to work scheme Eye care vouchers Staff discounts across property, financial services and major retailers Staff referral bonus scheme Friendly, supportive consultancy environment with varied and interesting projects 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 31, 2026
Full time
Job Title: Senior / Principal Town Planner Location: Cardiff (Hybrid Working) About the Company Penguin Recruitment is delighted to be supporting a leading UK planning consultancy with an excellent reputation for delivering high-quality planning, development economics and design services. The company works with major developers, landowners and public sector bodies on complex and prestigious projects across England and Wales, offering a collaborative, forward-thinking and supportive working environment. The Role As part of the Wales & West Planning team, you will play a key role in delivering a range of significant planning projects. This includes strategic planning, development management, and coordinating planning projects for both private and public sector clients. This is an exciting opportunity for an established planner looking to progress their career within a dynamic consultancy environment, working on varied and high-profile schemes. Key Responsibilities Deliver planning advice and project support across a range of development projects Manage planning applications, appeals, and development management processes Provide strategic planning advice to clients Coordinate planning projects and liaise with clients, stakeholders and local authorities Support junior team members and contribute to team development About You MRTPI qualified Strong commercial awareness and ability to apply planning expertise within a wider property and development context Excellent analytical, written and verbal communication skills Confident in client-facing situations and managing projects Proactive, motivated and keen to develop professionally Benefits & Rewards Competitive salary (dependent on experience) 25 days annual leave plus bank holidays, increasing with service (up to 30 days) Regular CPD and professional development opportunities Private medical insurance Salary sacrifice pension scheme Death in Service benefit Employee assistance programme Cycle to work scheme Eye care vouchers Staff discounts across property, financial services and major retailers Staff referral bonus scheme Friendly, supportive consultancy environment with varied and interesting projects 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)
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 31, 2026
Full time
IFA Administrator Location: St Helens Salary: 28,000 - 30,000 + company bonus Hours: Monday to Friday, 9:00am - 5:00pm 25 days holiday + birthday off + bank holidays The Opportunity We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 25 days holiday + birthday off + bank holidays Free car parking Death in service benefit Company pension scheme Clear, supported career progression within financial planning If you are interested in applying then submit your CV by applying online or email (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
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.
Jul 30, 2026
Full time
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.
JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards. If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now! Duties for the Paraplanner: Support the Financial Adviser throughout the client journey. Accurately prepare suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. Undertake comparative research in preparation of client recommendations. Understand clients overall financial position from fact finds. Conduct annual reviews in line with SLAs. Person Specification for the Paraplanner: Level 4 Financial Planning Diploma or working towards. Previous experience as a Paraplanner minimum 12 months experience. Strong understanding of financial products and services. Prior experience of managing/supervising people. Strong analytical skills specifically analysing financial records. Salary: £40,000 - £50,000pa (dependant on the level of experience) Hours: Monday to Friday 9am till 5pm (hybrid pattern) This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.
Jul 30, 2026
Full time
JRRL are seeking a Paraplanner with a level 4 financial planning diploma or working towards. If you have prior experience as a Paraplanner, assisting financial advisors and ensuring that financial advice is accurate and beneficial for clients, please apply now! Duties for the Paraplanner: Support the Financial Adviser throughout the client journey. Accurately prepare suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. Undertake comparative research in preparation of client recommendations. Understand clients overall financial position from fact finds. Conduct annual reviews in line with SLAs. Person Specification for the Paraplanner: Level 4 Financial Planning Diploma or working towards. Previous experience as a Paraplanner minimum 12 months experience. Strong understanding of financial products and services. Prior experience of managing/supervising people. Strong analytical skills specifically analysing financial records. Salary: £40,000 - £50,000pa (dependant on the level of experience) Hours: Monday to Friday 9am till 5pm (hybrid pattern) This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.
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.
Jul 30, 2026
Full time
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.
Section Engineer Fixed Term (12 Month Contract) Division: Bachy Soletanche Department: BSL Operations Location: Sizewell About Bachy Soletanche As part of a world leading geotechnical contracting group, Bachy Soletanche Limited specialises in all aspects of modern Geotechnics and Foundation Engineering, including bored and displacement piling, diaphragm walls, grouting, mini piling, anchors, ground improvements and environmental engineering. We value our team and colleagues as the most important assets we have and we know that it is working together to overcome the most complex geotechnical challenges that ultimately allows us to fuel that feeling of pride. Our Mission Proud to create sustainable geotechnical solutions through Trust, Partnership and Excellence. Our Values In line with our Mission Statement, the main Values that shape our behaviours, unify us as a team and help us build long lasting relationships with our clients are: TEC-TAC Teamwork Excellence Creative Trust Accountability Caring The Role 12 Month Fixed-Term Contract Shift working is required to meet the operational needs of the business. To be responsible for the efficient running of contracts on site, including Safety, Quality, Contract Performance Monitoring, and reporting progress against targets. Ensuring compliance with project, company, and legal requirements. What You'll Be Doing Project Delivery & Contract Management Ensure that the project has clear deliverables through handover meetings with process team (estimating, design, commercial, procurement, quality, plant and operations) and ensure monitoring/compliance through the use of KPI's. Clear understanding of the contract and awareness of the contractual implications of Early Warnings, Notice to Compensation Event & Compensation Event. Prepare and collate contract documentation and ensure submission to the customer in advance of the works. Ensure all approvals are obtained in full prior to mobilisation to site. Raise on time and ahead of the works indent/requisition in line with the needs of the project. Leadership & Site Coordination Manage and mentor direct reporting Site Engineers, reviewing all their works against the project requirements. Prepare site documentation and communicate deliverables to the Site Supervisor. Attend and review Start of Shift briefings. Ensure a visible presence on site during the working day. Ensure all site documentation presented is comprehensive, neat and tidy. Quality & Compliance Review site records on a weekly basis to ensure compliance with deliverables and the contract. Ensure the works are delivered as per the Inspections and Test Plans (ITPs) and keep quality records up to date for Client submission. Responsible for completion of redline drawings as per Client specification. Identify, raise and track Non-Conformance Reports. Comply with BSL and Project Safety, Quality & Environment requirements. Commercial & Financial Performance Support Commercial Department and Construction Manager in gathering costing data and preparing month end reports. Monitor the project performance on a daily basis with the project site team, ensuring that all actions/risks are closed out in a timely manner to maximise margins, reduce costs, maximise income and reduce risk. Report on project performance daily to the Construction Manager. Input into the financial performance on a monthly basis and where applicable assist with the revision of the weekly forecast. Support the Construction Manager with management of the project purchases/costs. Planning & Collaboration Work closely with the whole process team (to include operations, preconstruction, commercial, quality, planning, plant, and design), to ensure an effective and efficient project delivery. Prepare and issue 3 Week Look Ahead programmes. Assist the Planner with maintaining the contract programme. Health, Safety & Sustainability Demonstrate effective HSE and sustainability leadership. What We're Looking For The role requires substantial experience in piling and ground engineering operations, marine works and design. Individuals must possess a recognised qualification or be working towards a professional qualification (MICE or MIStructE) and hold a valid CSCS card. The role requires a capable person-manager, able to develop and coach teams, who is able to address HR issues promptly and robustly. The individual will be both focussed and thorough and have the gravitas and professional credibility to advise senior management when something needs immediate redress together with the tenacity and drive to ensure that the necessary action is taken. The individual needs to be capable of communicating ideas and concepts effectively to both their own team and external, particularly operational parties. The role requires sound presentational skills and the capability to originate and develop new and innovative processes across the company. The individual needs to be able to set, deliver and measure clear targets, must have good commercial acumen and a working knowledge of contracts. Additional Computer Literate including good working knowledge of Excel, Word, PowerPoint and MS Project. CAD skill will be beneficial. Why Bachy Soletanche? When you join the world's largest specialist geotechnical contractor, you're part of an international community of over 10,000 experts , based in 31 countries around the world. You'll have the opportunity to contribute to prestigious, ground-breaking projects, using the very latest tools and technology to solve complex problems, constantly learn new skills and take your career in any direction. As well as being part of one of the largest specialist geotechnical contractors and working in a collaborative environment, we offer: Benefits Discretionary annual bonus (based on personal/project performance) Salary Sacrifice Pension Scheme (minimum 5% company contribution) Enhanced Sick Pay (after probation) Income Protection Private Medical Insurance Life Assurance Employee Assistance Programme 25 days annual leave + Bank Holidays per year (increasing with service) Option to purchase additional annual leave Paid annual professional memberships Volunteering days Professional growth and development Our Commitment to Inclusion Bachy Soletanche is committed to equal opportunities in employment with the aim of ensuring that everyone who applies to work for us receives fair treatment. We positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, ethnicity, sex, gender identity, sexual orientation, religion or belief and pregnancy/maternity.
Jul 30, 2026
Full time
Section Engineer Fixed Term (12 Month Contract) Division: Bachy Soletanche Department: BSL Operations Location: Sizewell About Bachy Soletanche As part of a world leading geotechnical contracting group, Bachy Soletanche Limited specialises in all aspects of modern Geotechnics and Foundation Engineering, including bored and displacement piling, diaphragm walls, grouting, mini piling, anchors, ground improvements and environmental engineering. We value our team and colleagues as the most important assets we have and we know that it is working together to overcome the most complex geotechnical challenges that ultimately allows us to fuel that feeling of pride. Our Mission Proud to create sustainable geotechnical solutions through Trust, Partnership and Excellence. Our Values In line with our Mission Statement, the main Values that shape our behaviours, unify us as a team and help us build long lasting relationships with our clients are: TEC-TAC Teamwork Excellence Creative Trust Accountability Caring The Role 12 Month Fixed-Term Contract Shift working is required to meet the operational needs of the business. To be responsible for the efficient running of contracts on site, including Safety, Quality, Contract Performance Monitoring, and reporting progress against targets. Ensuring compliance with project, company, and legal requirements. What You'll Be Doing Project Delivery & Contract Management Ensure that the project has clear deliverables through handover meetings with process team (estimating, design, commercial, procurement, quality, plant and operations) and ensure monitoring/compliance through the use of KPI's. Clear understanding of the contract and awareness of the contractual implications of Early Warnings, Notice to Compensation Event & Compensation Event. Prepare and collate contract documentation and ensure submission to the customer in advance of the works. Ensure all approvals are obtained in full prior to mobilisation to site. Raise on time and ahead of the works indent/requisition in line with the needs of the project. Leadership & Site Coordination Manage and mentor direct reporting Site Engineers, reviewing all their works against the project requirements. Prepare site documentation and communicate deliverables to the Site Supervisor. Attend and review Start of Shift briefings. Ensure a visible presence on site during the working day. Ensure all site documentation presented is comprehensive, neat and tidy. Quality & Compliance Review site records on a weekly basis to ensure compliance with deliverables and the contract. Ensure the works are delivered as per the Inspections and Test Plans (ITPs) and keep quality records up to date for Client submission. Responsible for completion of redline drawings as per Client specification. Identify, raise and track Non-Conformance Reports. Comply with BSL and Project Safety, Quality & Environment requirements. Commercial & Financial Performance Support Commercial Department and Construction Manager in gathering costing data and preparing month end reports. Monitor the project performance on a daily basis with the project site team, ensuring that all actions/risks are closed out in a timely manner to maximise margins, reduce costs, maximise income and reduce risk. Report on project performance daily to the Construction Manager. Input into the financial performance on a monthly basis and where applicable assist with the revision of the weekly forecast. Support the Construction Manager with management of the project purchases/costs. Planning & Collaboration Work closely with the whole process team (to include operations, preconstruction, commercial, quality, planning, plant, and design), to ensure an effective and efficient project delivery. Prepare and issue 3 Week Look Ahead programmes. Assist the Planner with maintaining the contract programme. Health, Safety & Sustainability Demonstrate effective HSE and sustainability leadership. What We're Looking For The role requires substantial experience in piling and ground engineering operations, marine works and design. Individuals must possess a recognised qualification or be working towards a professional qualification (MICE or MIStructE) and hold a valid CSCS card. The role requires a capable person-manager, able to develop and coach teams, who is able to address HR issues promptly and robustly. The individual will be both focussed and thorough and have the gravitas and professional credibility to advise senior management when something needs immediate redress together with the tenacity and drive to ensure that the necessary action is taken. The individual needs to be capable of communicating ideas and concepts effectively to both their own team and external, particularly operational parties. The role requires sound presentational skills and the capability to originate and develop new and innovative processes across the company. The individual needs to be able to set, deliver and measure clear targets, must have good commercial acumen and a working knowledge of contracts. Additional Computer Literate including good working knowledge of Excel, Word, PowerPoint and MS Project. CAD skill will be beneficial. Why Bachy Soletanche? When you join the world's largest specialist geotechnical contractor, you're part of an international community of over 10,000 experts , based in 31 countries around the world. You'll have the opportunity to contribute to prestigious, ground-breaking projects, using the very latest tools and technology to solve complex problems, constantly learn new skills and take your career in any direction. As well as being part of one of the largest specialist geotechnical contractors and working in a collaborative environment, we offer: Benefits Discretionary annual bonus (based on personal/project performance) Salary Sacrifice Pension Scheme (minimum 5% company contribution) Enhanced Sick Pay (after probation) Income Protection Private Medical Insurance Life Assurance Employee Assistance Programme 25 days annual leave + Bank Holidays per year (increasing with service) Option to purchase additional annual leave Paid annual professional memberships Volunteering days Professional growth and development Our Commitment to Inclusion Bachy Soletanche is committed to equal opportunities in employment with the aim of ensuring that everyone who applies to work for us receives fair treatment. We positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, ethnicity, sex, gender identity, sexual orientation, religion or belief and pregnancy/maternity.
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Jul 30, 2026
Full time
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for Providing technical paraplanning support across a broad range of financial planning cases. Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives. Preparing recommendations covering investments, pensions, retirement, tax and estate planning. Producing cashflow models, financial reports and suitability documentation. Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles. Preparing client review packs, investment performance reports and supporting documentation. Obtaining quotations, product information and research to compare suitable financial solutions. Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. Experience within pension transfers and knowledge of inheritance tax planning and investment products. Strong understanding of current financial services legislation and regulatory requirements. Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint What's on offer Competitive Salary RO exam study support, including funded first exam attempt. Care Cashback Plan (after successful completion of probation). Work-from-home Fridays (subject to business needs). Annual leave increasing with service (up to 25 days). Long service recognition and additional leave Three additional days off at Christmas. Access to an on-site gym. Company pension scheme. Staff discount. Birthday leave. Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and growing financial planning business based in Farnham. This role would suit someone with excellent organisational and communication skills who enjoys working in a fast-paced environment, delivering exceptional client service and supporting Financial Advisers throughout the advice process. You ll be joining a collaborative team that values professionalism, continuous improvement and career development. About the Company Over the years, the firm has experienced significant growth through both organic expansion and strategic acquisitions, building a strong reputation for delivering high-quality, personalised financial advice. Today, they advise on billions of pounds of client assets and continue to invest in their people, technology and client experience. The business prides itself on fostering an inclusive and supportive culture where employees are encouraged to develop their skills, contribute ideas and build long-term careers. The Role Delivering an outstanding client experience at every stage of the advice process. Assisting with the onboarding of new clients and servicing existing relationships. Building strong working relationships with clients, advisers and paraplanners. Maintaining accurate client records and managing workflow through the CRM system. Communicating confidently with clients by telephone and email. Supporting the wider team with operational improvements and business projects. Contributing positively to a collaborative and high-performing team environment. About You We re looking for someone who is organised, proactive and committed to delivering excellent service. You will already have experience within a financial planning environment and be keen to continue developing your career. Ideally, you ll have: Experience working within an IFA or wealth management practice. Good knowledge of ISAs, GIAs, pensions and investment bonds. Experience using CRM systems within financial services. Excellent communication and relationship-building skills. Strong organisational skills with great attention to detail. A proactive mindset and willingness to identify and improve existing processes. A genuine commitment to providing exceptional client service. Working Arrangement The business recognises the importance of flexibility and is committed to supporting employees with working arrangements that promote both wellbeing and productivity wherever possible. This is a hybrid position based from the Farnham office, with three days in the office and two days working from home.
Jul 30, 2026
Full time
An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and growing financial planning business based in Farnham. This role would suit someone with excellent organisational and communication skills who enjoys working in a fast-paced environment, delivering exceptional client service and supporting Financial Advisers throughout the advice process. You ll be joining a collaborative team that values professionalism, continuous improvement and career development. About the Company Over the years, the firm has experienced significant growth through both organic expansion and strategic acquisitions, building a strong reputation for delivering high-quality, personalised financial advice. Today, they advise on billions of pounds of client assets and continue to invest in their people, technology and client experience. The business prides itself on fostering an inclusive and supportive culture where employees are encouraged to develop their skills, contribute ideas and build long-term careers. The Role Delivering an outstanding client experience at every stage of the advice process. Assisting with the onboarding of new clients and servicing existing relationships. Building strong working relationships with clients, advisers and paraplanners. Maintaining accurate client records and managing workflow through the CRM system. Communicating confidently with clients by telephone and email. Supporting the wider team with operational improvements and business projects. Contributing positively to a collaborative and high-performing team environment. About You We re looking for someone who is organised, proactive and committed to delivering excellent service. You will already have experience within a financial planning environment and be keen to continue developing your career. Ideally, you ll have: Experience working within an IFA or wealth management practice. Good knowledge of ISAs, GIAs, pensions and investment bonds. Experience using CRM systems within financial services. Excellent communication and relationship-building skills. Strong organisational skills with great attention to detail. A proactive mindset and willingness to identify and improve existing processes. A genuine commitment to providing exceptional client service. Working Arrangement The business recognises the importance of flexibility and is committed to supporting employees with working arrangements that promote both wellbeing and productivity wherever possible. This is a hybrid position based from the Farnham office, with three days in the office and two days working from home.
Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.
Jul 30, 2026
Full time
Paraplanner Up to £45,000 DOE Hybrid (North West based) We re looking for an experienced Paraplanner to provide high-quality technical support to Advisers. This is more than just report writing you ll play a key role in analysis, research, and challenging proposed solutions to deliver the best outcomes for clients. What you ll be doing: Conduct fund/provider research, cashflow modelling, and product comparisons Write detailed reports and build suitability recommendations Provide technical support to Advisers and Sales Support Review work from Paraplanning Administrators and ensure compliance standards are met Help improve processes to drive efficiency across the team What we re looking for: Diploma (Level 4) qualified or working towards it Strong knowledge of financial planning processes and core financial products Excellent attention to detail and ability to challenge recommendations Confident working independently and as part of a team Strong organisational and interpersonal skills This is a fantastic opportunity for a Paraplanner who wants to add real value, not just write reports , while developing their career within a supportive team.
My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial planners with new business submissions Working with the Financial Planners to produce annual reviews for clients Use of provider systems to generate valuations Ensuring that new business is processed efficiently Completing anti money laundering checks on clients Submit letters of authority to providers Assisting the paraplanning team with client reviews You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important. This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.
Jul 30, 2026
Full time
My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial planners with new business submissions Working with the Financial Planners to produce annual reviews for clients Use of provider systems to generate valuations Ensuring that new business is processed efficiently Completing anti money laundering checks on clients Submit letters of authority to providers Assisting the paraplanning team with client reviews You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important. This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.
Client Services Administrator (Financial Planning) Location: Alderley Edge, Cheshire Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Administrator with a background in financial planning or wealth management? An established and highly regarded independent financial planning firm based in Alderley Edge is looking to recruit a Client Services Administrator to join its growing team. Working closely with Financial Planners and Associate Financial Planners, you'll play a key role in delivering an exceptional client experience by supporting the administration of new and existing business while ensuring records and documentation are maintained to the highest standard. The Role Your responsibilities will include: Processing new business applications with providers Preparing client valuations and annual review packs Managing day-to-day client administration Maintaining accurate records using the firm's back-office systems Updating and managing client documentation Liaising with product providers and clients where required Supporting Financial Planners with the ongoing servicing of their client bank Ensuring all work is completed accurately and in line with FCA and company procedures About You To be considered, you'll ideally have: Previous experience within an IFA, Financial Planning or Wealth Management environment Strong administration and organisational skills Excellent attention to detail The ability to prioritise a busy workload and work to deadlines Confident communication skills, both written and verbal Good working knowledge of Microsoft Outlook, Word and Excel Experience using Curo and/or SharePoint would be advantageous but is not essential What's on Offer? Join a respected, client-focused financial planning firm Friendly and supportive team environment Modern offices in Alderley Edge Long-term career development opportunities Competitive salary and benefits package If you're an organised and proactive administrator looking to further your career within financial planning, we'd love to hear from you. Apply today for a confidential discussion.
Jul 30, 2026
Full time
Client Services Administrator (Financial Planning) Location: Alderley Edge, Cheshire Job Type: Full-time, Permanent Salary: Competitive (DOE) Are you an experienced Administrator with a background in financial planning or wealth management? An established and highly regarded independent financial planning firm based in Alderley Edge is looking to recruit a Client Services Administrator to join its growing team. Working closely with Financial Planners and Associate Financial Planners, you'll play a key role in delivering an exceptional client experience by supporting the administration of new and existing business while ensuring records and documentation are maintained to the highest standard. The Role Your responsibilities will include: Processing new business applications with providers Preparing client valuations and annual review packs Managing day-to-day client administration Maintaining accurate records using the firm's back-office systems Updating and managing client documentation Liaising with product providers and clients where required Supporting Financial Planners with the ongoing servicing of their client bank Ensuring all work is completed accurately and in line with FCA and company procedures About You To be considered, you'll ideally have: Previous experience within an IFA, Financial Planning or Wealth Management environment Strong administration and organisational skills Excellent attention to detail The ability to prioritise a busy workload and work to deadlines Confident communication skills, both written and verbal Good working knowledge of Microsoft Outlook, Word and Excel Experience using Curo and/or SharePoint would be advantageous but is not essential What's on Offer? Join a respected, client-focused financial planning firm Friendly and supportive team environment Modern offices in Alderley Edge Long-term career development opportunities Competitive salary and benefits package If you're an organised and proactive administrator looking to further your career within financial planning, we'd love to hear from you. Apply today for a confidential discussion.
Birmingham Midlands Area Up to 75,000 + Bonus + Benefits A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team. This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships. The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice. You'll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice. The Opportunity As a Financial Planner, you will inherit and develop an existing portfolio of clients whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and varied wealth strategies. The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients rather than operating in a heavily sales-driven environment. Why This Role Stands Out Established Client Relationships You'll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management whilst still identifying new advice areas. Strong Support Structure Dedicated paraplanning, administration and compliance support enables advisers to maximise client-facing time and focus on delivering high-quality outcomes. Quality Over Quantity The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on or transactional advice. Growing National Presence As part of a highly successful and expanding wealth management group, advisers benefit from long-term stability, ongoing investment and clear opportunities for career progression. Professional Development The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers. Collaborative Culture You'll join a supportive and professional team where knowledge sharing, collaboration and client-first thinking are genuinely valued. Key Responsibilities Conduct annual review meetings and ongoing client servicing activities Build and maintain long-term trusted relationships with clients Gather and analyse client information to identify planning needs and objectives Deliver holistic advice across: Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation. Produce clear and suitable recommendations tailored to individual client circumstancs. Work closely with paraplanning and support teams to deliver an outstanding client experience. Maintain FCA competency standards and professional qualifications. Keep abreast of technical, legislative and regulatory developments. Ensure all advice is delivered in a compliant and professional manner. About You Current and existing experience as a Financial Planner/Independent Financial Adviser CAS & SPS Strong technical knowledge across pensions and investments Excellent relationship-building and communication skills Experience delivering holistic financial planning advice A professional, ethical and client-centric approach Evidence of track record to date Diploma qualified, willingness to study towards Chartered status Package & Benefits Basic salary up to 75,000 - Performance related bonus schemes - Existing, senior client relationships to inherit - Pension scheme - Generous annual leave - Life assurance - Income protection - Employee Assistance Program - Financial wellbeing support - Ongoing professional development - Long-term, senior career progression opportunities - Flexible working arrangements. Are you Interested? If you're an experienced Financial Planner seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business with ambitious growth plans, we'd welcome a confidential discussion. Whether you're looking for a stronger client proposition, improved support, greater earning potential or simply a better environment in which to advise, this opportunity could represent an excellent next step in your career! Please apply to us here at Recruit Wealth for an immediate response.
Jul 30, 2026
Full time
Birmingham Midlands Area Up to 75,000 + Bonus + Benefits A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team. This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships. The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice. You'll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice. The Opportunity As a Financial Planner, you will inherit and develop an existing portfolio of clients whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and varied wealth strategies. The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients rather than operating in a heavily sales-driven environment. Why This Role Stands Out Established Client Relationships You'll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management whilst still identifying new advice areas. Strong Support Structure Dedicated paraplanning, administration and compliance support enables advisers to maximise client-facing time and focus on delivering high-quality outcomes. Quality Over Quantity The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on or transactional advice. Growing National Presence As part of a highly successful and expanding wealth management group, advisers benefit from long-term stability, ongoing investment and clear opportunities for career progression. Professional Development The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers. Collaborative Culture You'll join a supportive and professional team where knowledge sharing, collaboration and client-first thinking are genuinely valued. Key Responsibilities Conduct annual review meetings and ongoing client servicing activities Build and maintain long-term trusted relationships with clients Gather and analyse client information to identify planning needs and objectives Deliver holistic advice across: Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation. Produce clear and suitable recommendations tailored to individual client circumstancs. Work closely with paraplanning and support teams to deliver an outstanding client experience. Maintain FCA competency standards and professional qualifications. Keep abreast of technical, legislative and regulatory developments. Ensure all advice is delivered in a compliant and professional manner. About You Current and existing experience as a Financial Planner/Independent Financial Adviser CAS & SPS Strong technical knowledge across pensions and investments Excellent relationship-building and communication skills Experience delivering holistic financial planning advice A professional, ethical and client-centric approach Evidence of track record to date Diploma qualified, willingness to study towards Chartered status Package & Benefits Basic salary up to 75,000 - Performance related bonus schemes - Existing, senior client relationships to inherit - Pension scheme - Generous annual leave - Life assurance - Income protection - Employee Assistance Program - Financial wellbeing support - Ongoing professional development - Long-term, senior career progression opportunities - Flexible working arrangements. Are you Interested? If you're an experienced Financial Planner seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business with ambitious growth plans, we'd welcome a confidential discussion. Whether you're looking for a stronger client proposition, improved support, greater earning potential or simply a better environment in which to advise, this opportunity could represent an excellent next step in your career! Please apply to us here at Recruit Wealth for an immediate response.
