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senior planner
carrington west
Senior Town Planner
carrington west
Senior Town Planner Location: East Midlands (Nottingham Office) Salary: Dependent on Experience (DOE) We are currently working with a well-established planning team who are looking to appoint a Senior to Associate Town Planner to join their growing East Midlands office in Nottingham. Due to continued workload and team expansion, this is an excellent opportunity to join a busy and supportive planning department. The successful candidate will be working closely under the Planning Director, contributing to a wide variety of exciting and high-profile projects. Location & Working Pattern Based in the Nottingham office (East Midlands hub) Easily accessible from Derby, Leicester, and surrounding areas via the M1 corridor Hybrid working model: 3 days a week int he office and 2 from home. Key Responsibilities Working across a diverse range of planning projects Predominantly focused on large-scale residential developments, with additional commercial schemes Conducting site visits and providing planning input across all project stages Supporting and managing projects through the planning process Candidate Requirements MRTPI membership (or working towards) Full UK driving licence (due to site visits) Previous planning experience at Senior or Associate level Private sector experience is desirable but not essential Strong understanding of development planning processes What's on Offer Competitive salary (DOE) Strong pipeline of varied and large-scale projects Supportive team structure with clear progression opportunities Hybrid working flexibility Opportunity to work closely with senior leadership in a growing office This is a fantastic opportunity for an ambitious planner looking to step into a well-resourced team with excellent long-term career prospects. Apply today with your CV and call Tullula Farrell on (phone number removed).
Jul 30, 2026
Full time
Senior Town Planner Location: East Midlands (Nottingham Office) Salary: Dependent on Experience (DOE) We are currently working with a well-established planning team who are looking to appoint a Senior to Associate Town Planner to join their growing East Midlands office in Nottingham. Due to continued workload and team expansion, this is an excellent opportunity to join a busy and supportive planning department. The successful candidate will be working closely under the Planning Director, contributing to a wide variety of exciting and high-profile projects. Location & Working Pattern Based in the Nottingham office (East Midlands hub) Easily accessible from Derby, Leicester, and surrounding areas via the M1 corridor Hybrid working model: 3 days a week int he office and 2 from home. Key Responsibilities Working across a diverse range of planning projects Predominantly focused on large-scale residential developments, with additional commercial schemes Conducting site visits and providing planning input across all project stages Supporting and managing projects through the planning process Candidate Requirements MRTPI membership (or working towards) Full UK driving licence (due to site visits) Previous planning experience at Senior or Associate level Private sector experience is desirable but not essential Strong understanding of development planning processes What's on Offer Competitive salary (DOE) Strong pipeline of varied and large-scale projects Supportive team structure with clear progression opportunities Hybrid working flexibility Opportunity to work closely with senior leadership in a growing office This is a fantastic opportunity for an ambitious planner looking to step into a well-resourced team with excellent long-term career prospects. Apply today with your CV and call Tullula Farrell on (phone number removed).
carrington west
Senior Town Planner
carrington west Bristol, Gloucestershire
Job Title: Senior Town Planner Location: Bristol Sector: Private - Consultancy Salary: Up to £45k depending on experience We are currently seeking a qualified Senior Planner or Associate Planner to join a highly respected planning consultancies Bristol-based team. This role offers the opportunity to contribute to a wide portfolio of high-profile, significant projects. The planning team operates across a broad spectrum of development types, including Strategic Urban Extensions, new settlements, major industrial and logistics schemes, regeneration, urban mixed-use and commercial developments, as well as rural and estate land portfolios. Our client works with an impressive range of stakeholders, including landowners, private individuals, developers, promoters, housebuilders (regional and national), commercial operators, leisure providers, institutions, and investors. Key Benefits: Comprehensive career and professional development opportunities 25-30 days annual leave (dependent on level) Life assurance Private medical cover Rewards and discount platform Company pension scheme Additional incremental leave for long service If you're looking to join a dynamic and forward-thinking team where you can make a real impact, we'd love to hear from you. Apply today with your updated CV and call Tullula Farrell on (phone number removed).
Jul 30, 2026
Full time
Job Title: Senior Town Planner Location: Bristol Sector: Private - Consultancy Salary: Up to £45k depending on experience We are currently seeking a qualified Senior Planner or Associate Planner to join a highly respected planning consultancies Bristol-based team. This role offers the opportunity to contribute to a wide portfolio of high-profile, significant projects. The planning team operates across a broad spectrum of development types, including Strategic Urban Extensions, new settlements, major industrial and logistics schemes, regeneration, urban mixed-use and commercial developments, as well as rural and estate land portfolios. Our client works with an impressive range of stakeholders, including landowners, private individuals, developers, promoters, housebuilders (regional and national), commercial operators, leisure providers, institutions, and investors. Key Benefits: Comprehensive career and professional development opportunities 25-30 days annual leave (dependent on level) Life assurance Private medical cover Rewards and discount platform Company pension scheme Additional incremental leave for long service If you're looking to join a dynamic and forward-thinking team where you can make a real impact, we'd love to hear from you. Apply today with your updated CV and call Tullula Farrell on (phone number removed).
Ellis James Partners Ltd
Paraplanner
Ellis James Partners Ltd City, London
Paraplanner Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: Some paraplanning experience, ideally within SJP Progress towards or completion of Level 4 qualifications Strong attention to detail and a desire to develop within financial planning The role offers: £35,000 salary Discretionary bonus based on company and individual performance Hybrid working (2 days from home) Cannon Street office location Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.
Jul 30, 2026
Full time
Paraplanner Cannon Street, London Hybrid £35,000 + Bonus Are you a Paraplanner looking for a role where you can develop your technical skills while building towards a future career as a Financial Adviser? This growing St. James's Place Partner Practice is looking to add a Paraplanner to their expanding team. With plans to continue growing the business, they are looking for someone with some existing paraplanning experience who wants to develop within a supportive environment. You'll work closely with experienced advisers, gaining exposure to client cases while receiving ongoing training and support. The role offers a clear progression path from Paraplanner Senior Paraplanner Financial Adviser through the St. James's Place Academy. The ideal candidate will have: Some paraplanning experience, ideally within SJP Progress towards or completion of Level 4 qualifications Strong attention to detail and a desire to develop within financial planning The role offers: £35,000 salary Discretionary bonus based on company and individual performance Hybrid working (2 days from home) Cannon Street office location Structured onboarding and ongoing development If you're looking for a long-term career opportunity within financial advice, this could be the perfect next step.
Penguin Recruitment
Senior Town Planner Principal Town Planner
Penguin Recruitment Sutton Coldfield, West Midlands
Job title: Senior / Principal Town Planner Location: Sutton Coldfield (Hybrid Working) Penguin Recruitment is delighted to be supporting a well-established and highly respected planning consultancy in their search for a Senior or Principal Town Planner to join their Sutton Coldfield office. This is an exciting opportunity for an experienced MRTPI-qualified planner to work on a diverse portfolio of major residential-led schemes for national and regional housebuilders, alongside a supportive and growing team. The Role The successful candidate will play a key role in delivering complex planning applications and advising clients on strategic planning matters. Responsibilities will include: Preparing high-quality planning statements, Statements of Community Involvement and supporting documentation for a wide range of planning applications with minimal supervision. Assisting with major planning applications (outline, full and reserved matters) for residential and mixed-use developments. Attending planning committees to present and defend proposals and respond to committee questions. Organising and managing public consultation events (online and in person) and engaging with stakeholders and the wider public. Undertaking site appraisals and advising clients on development potential and planning strategy. Developing innovative and commercially focused planning strategies to challenge established planning positions and unlock site potential. Managing and supporting planning appeals, including written representations, hearings and Public Inquiries, with potential expert witness involvement. Preparing representations to emerging Local Plans and participating in the Examination in Public process. Mentoring and supporting junior planners within the team. Candidate Requirements MRTPI qualified with a minimum of 5 years' experience in the private sector, with some experience in a local authority setting. Strong knowledge of the development management process and plan-making system. Proven ability to manage complex planning projects and work with minimal supervision. Excellent written and verbal communication skills. Commercial awareness and the ability to think creatively to solve planning challenges. Full UK driving licence and access to a car (preferred). What's on Offer Highly competitive salary (dependent on experience). Hybrid working (currently 3 days per week in the office). Dedicated car parking space. NEST pension scheme. 25 days annual leave plus bank holidays, plus a Christmas-New Year office shutdown. Ongoing CPD and training support. Quarterly staff social events. A developing benefits package, expected to include private healthcare, enhanced pension and salary sacrifice options. Genuine long-term career progression opportunities with support for additional training and professional development. This is a fantastic opportunity for a motivated planner looking to take the next step in their career within a dynamic and supportive consultancy environment. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Jul 30, 2026
Full time
Job title: Senior / Principal Town Planner Location: Sutton Coldfield (Hybrid Working) Penguin Recruitment is delighted to be supporting a well-established and highly respected planning consultancy in their search for a Senior or Principal Town Planner to join their Sutton Coldfield office. This is an exciting opportunity for an experienced MRTPI-qualified planner to work on a diverse portfolio of major residential-led schemes for national and regional housebuilders, alongside a supportive and growing team. The Role The successful candidate will play a key role in delivering complex planning applications and advising clients on strategic planning matters. Responsibilities will include: Preparing high-quality planning statements, Statements of Community Involvement and supporting documentation for a wide range of planning applications with minimal supervision. Assisting with major planning applications (outline, full and reserved matters) for residential and mixed-use developments. Attending planning committees to present and defend proposals and respond to committee questions. Organising and managing public consultation events (online and in person) and engaging with stakeholders and the wider public. Undertaking site appraisals and advising clients on development potential and planning strategy. Developing innovative and commercially focused planning strategies to challenge established planning positions and unlock site potential. Managing and supporting planning appeals, including written representations, hearings and Public Inquiries, with potential expert witness involvement. Preparing representations to emerging Local Plans and participating in the Examination in Public process. Mentoring and supporting junior planners within the team. Candidate Requirements MRTPI qualified with a minimum of 5 years' experience in the private sector, with some experience in a local authority setting. Strong knowledge of the development management process and plan-making system. Proven ability to manage complex planning projects and work with minimal supervision. Excellent written and verbal communication skills. Commercial awareness and the ability to think creatively to solve planning challenges. Full UK driving licence and access to a car (preferred). What's on Offer Highly competitive salary (dependent on experience). Hybrid working (currently 3 days per week in the office). Dedicated car parking space. NEST pension scheme. 25 days annual leave plus bank holidays, plus a Christmas-New Year office shutdown. Ongoing CPD and training support. Quarterly staff social events. A developing benefits package, expected to include private healthcare, enhanced pension and salary sacrifice options. Genuine long-term career progression opportunities with support for additional training and professional development. This is a fantastic opportunity for a motivated planner looking to take the next step in their career within a dynamic and supportive consultancy environment. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Penguin Recruitment
Senior Town Planner Associate Town Planner
Penguin Recruitment Stratford-upon-avon, Warwickshire
Senior Planner Stratford-upon-Avon 40,000 - 50,000 + Excellent Benefits Penguin Recruitment is proud to be partnered with a leading planning consultancy as they continue to expand their talented planning team. This is an excellent opportunity for an experienced Senior Planner to join a well-established, multidisciplinary consultancy delivering a diverse range of strategic planning projects across the residential sector. The successful candidate will play a key role in delivering planning applications, land promotion projects, and planning advice while working alongside specialists in development economics, design, heritage, and related disciplines. This position offers the opportunity to take ownership of projects, strengthen client relationships, and contribute to the continued growth of a highly regarded planning team. The Role As a Senior Planner, you will be responsible for: Advising clients on the development potential of land and buildings. Preparing and supporting planning applications and planning appeals. Undertaking planning policy research and providing strategic planning advice. Drafting representations for Local Plan consultations and examinations. Identifying and assessing land promotion opportunities. Collaborating with clients and multidisciplinary teams to successfully deliver development projects. Requirements To be considered, you should have: A relevant Planning qualification. RTPI membership or be working towards chartership. A strong understanding of the UK planning system and development process. Excellent written communication skills with exceptional attention to detail. Strong interpersonal and client-facing skills. A proactive attitude, enthusiasm, and the ability to work effectively within a collaborative team environment. What's on Offer Competitive salary of 40,000 - 50,000. Private medical insurance. Payment of relevant professional subscriptions. Hybrid working with approximately three days per week in the Stratford-upon-Avon office. Flexible working arrangements to support a healthy work-life balance. The opportunity to work on a broad range of residential planning and land promotion projects. Excellent career progression within a growing multidisciplinary consultancy. A supportive culture built on trust, autonomy, and professional development. If you're interested in this opportunity, please contact (url removed) or call (phone number removed) for a confidential discussion.
Jul 30, 2026
Full time
Senior Planner Stratford-upon-Avon 40,000 - 50,000 + Excellent Benefits Penguin Recruitment is proud to be partnered with a leading planning consultancy as they continue to expand their talented planning team. This is an excellent opportunity for an experienced Senior Planner to join a well-established, multidisciplinary consultancy delivering a diverse range of strategic planning projects across the residential sector. The successful candidate will play a key role in delivering planning applications, land promotion projects, and planning advice while working alongside specialists in development economics, design, heritage, and related disciplines. This position offers the opportunity to take ownership of projects, strengthen client relationships, and contribute to the continued growth of a highly regarded planning team. The Role As a Senior Planner, you will be responsible for: Advising clients on the development potential of land and buildings. Preparing and supporting planning applications and planning appeals. Undertaking planning policy research and providing strategic planning advice. Drafting representations for Local Plan consultations and examinations. Identifying and assessing land promotion opportunities. Collaborating with clients and multidisciplinary teams to successfully deliver development projects. Requirements To be considered, you should have: A relevant Planning qualification. RTPI membership or be working towards chartership. A strong understanding of the UK planning system and development process. Excellent written communication skills with exceptional attention to detail. Strong interpersonal and client-facing skills. A proactive attitude, enthusiasm, and the ability to work effectively within a collaborative team environment. What's on Offer Competitive salary of 40,000 - 50,000. Private medical insurance. Payment of relevant professional subscriptions. Hybrid working with approximately three days per week in the Stratford-upon-Avon office. Flexible working arrangements to support a healthy work-life balance. The opportunity to work on a broad range of residential planning and land promotion projects. Excellent career progression within a growing multidisciplinary consultancy. A supportive culture built on trust, autonomy, and professional development. If you're interested in this opportunity, please contact (url removed) or call (phone number removed) for a confidential discussion.
Synchronicity Group
Business Development Manager - SIPP (UK Wide)
Synchronicity Group Bristol, Somerset
An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities Develop and win new adviser relationships capable of generating long-term SIPP business Strengthen and grow existing introducer relationships across adviser firms Build strong connections with advisers, paraplanners, research teams and support staff Identify high-value opportunities through sound commercial judgement and market insight Support proposition developments, including commercial property SIPPs Manage suitable non-advised pension enquiries within regulatory guidelines About You Proven business development experience within the SIPP and financial adviser market is essential Strong existing network of financial advisers and intermediaries Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure Strong understanding of pensions regulation and adviser market dynamics Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!
Jul 30, 2026
Full time
An exciting opportunity has arisen for an experienced Business Development Manager to join a growing and highly respected financial services organisation with a strong SIPP proposition and ambitious growth plans. This is a high-impact, senior sales role focused on expanding adviser relationships and increasing SIPP business across the UK intermediary market. The position will suit a commercially driven professional who enjoys building momentum in a lower-infrastructure environment and thrives through networking, relationship development and self-generated opportunities. You will be responsible for developing new adviser relationships, deepening existing introducer partnerships, and identifying firms where the proposition is genuinely differentiated. The role offers significant autonomy and the opportunity to help shape future growth within a collaborative and entrepreneurial business. Key Responsibilities Develop and win new adviser relationships capable of generating long-term SIPP business Strengthen and grow existing introducer relationships across adviser firms Build strong connections with advisers, paraplanners, research teams and support staff Identify high-value opportunities through sound commercial judgement and market insight Support proposition developments, including commercial property SIPPs Manage suitable non-advised pension enquiries within regulatory guidelines About You Proven business development experience within the SIPP and financial adviser market is essential Strong existing network of financial advisers and intermediaries Comfortable operating in a self-driven, relationship-led sales environment without heavy lead-generation infrastructure Strong understanding of pensions regulation and adviser market dynamics Relevant pensions or financial planning qualifications desirable This is an excellent opportunity for an established SIPP sales professional looking to join a business where relationships, expertise and commercial thinking genuinely make an impact. If you feel that this could be the role for you, please apply with a copy of your CV and if there is an alignment, one of the team will be in touch to discuss further!
St. James's Place Wealth Management
Senior Administrator - Partner Support Specialist
St. James's Place Wealth Management Bramham, Yorkshire
Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop You will have excellent IT and communication skills, are highly organised and can make decisions You have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jul 30, 2026
Full time
Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required. The Role: Senior Administrator - Partner Support Specialist You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including: Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: Senior Administrator - Partner Support Specialist This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop You will have excellent IT and communication skills, are highly organised and can make decisions You have used the CRM Salesforce You are a self-starter and able to work with little or no supervision It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
NJR Recruitment
Strategic Product Solutions Specialist
NJR Recruitment Manchester, Lancashire
Strategic Product Solutions Specialist Remote (UK) Up to £85,000 NJR Recruitment is delighted to be working 'exclusively' with an innovative and rapidly growing financial technology organisation that is transforming the way financial advice is delivered. This is a fantastic opportunity for an experienced Strategic Product Solutions Specialist to join a market-leading business at the forefront of financial planning technology. Working remotely from anywhere in the UK (preferably within commutable distance to London), you'll play a key role in supporting sales, product development, and client engagement across the UK and EMEA markets. This position would suit a Senior Paraplanner, Financial Planner or Financial Services professional with strong cashflow modelling knowledge , excellent technical expertise , and a passion for financial planning technology. The Role Working closely with Sales, Product and Client Success teams, you will become a trusted product expert, helping prospective and existing clients understand how the platform supports modern financial planning. You will also provide valuable market insight that influences future product development. Key responsibilities include: Delivering engaging product demonstrations and supporting client presentations. Participating in discovery meetings to understand adviser and business requirements. Assisting with solution design tailored to client needs. Managing and coordinating RFP and RFI responses across multiple internal teams. Gathering client feedback and translating it into meaningful product enhancements. Supporting product testing, validation and new feature rollouts. Monitoring developments across the UK financial planning market, FCA regulation and Consumer Duty. Representing the business at industry events and conferences as your expertise develops. Collaborating with Product, Sales and Development teams to drive continuous innovation. About You We're looking for someone with strong technical knowledge of UK financial planning and the ability to communicate complex concepts in a clear, engaging way. You'll ideally have: Experience within UK financial planning, wealth management, fintech or financial services. Strong knowledge of cashflow modelling, pensions, investments, ISAs and adviser workflows. A background as a Senior Paraplanner, Financial Adviser or similar technical financial planning role. Excellent presentation, communication and stakeholder management skills. Strong analytical and problem-solving abilities. Experience working across multiple projects in a fast-paced environment. An interest in financial technology and product innovation. Level 4 Diploma in Financial Planning (or working towards) would be advantageous but is not essential. What's on Offer? Salary up to £85,000 Fully remote working within the UK Opportunity to join a fast-growing global fintech business Work with cutting-edge financial planning technology Genuine career progression and professional development Collaborative, innovative and supportive culture Competitive benefits package If you're an experienced financial planning professional looking to combine your technical expertise with technology, product innovation and client engagement, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Jul 29, 2026
Full time
Strategic Product Solutions Specialist Remote (UK) Up to £85,000 NJR Recruitment is delighted to be working 'exclusively' with an innovative and rapidly growing financial technology organisation that is transforming the way financial advice is delivered. This is a fantastic opportunity for an experienced Strategic Product Solutions Specialist to join a market-leading business at the forefront of financial planning technology. Working remotely from anywhere in the UK (preferably within commutable distance to London), you'll play a key role in supporting sales, product development, and client engagement across the UK and EMEA markets. This position would suit a Senior Paraplanner, Financial Planner or Financial Services professional with strong cashflow modelling knowledge , excellent technical expertise , and a passion for financial planning technology. The Role Working closely with Sales, Product and Client Success teams, you will become a trusted product expert, helping prospective and existing clients understand how the platform supports modern financial planning. You will also provide valuable market insight that influences future product development. Key responsibilities include: Delivering engaging product demonstrations and supporting client presentations. Participating in discovery meetings to understand adviser and business requirements. Assisting with solution design tailored to client needs. Managing and coordinating RFP and RFI responses across multiple internal teams. Gathering client feedback and translating it into meaningful product enhancements. Supporting product testing, validation and new feature rollouts. Monitoring developments across the UK financial planning market, FCA regulation and Consumer Duty. Representing the business at industry events and conferences as your expertise develops. Collaborating with Product, Sales and Development teams to drive continuous innovation. About You We're looking for someone with strong technical knowledge of UK financial planning and the ability to communicate complex concepts in a clear, engaging way. You'll ideally have: Experience within UK financial planning, wealth management, fintech or financial services. Strong knowledge of cashflow modelling, pensions, investments, ISAs and adviser workflows. A background as a Senior Paraplanner, Financial Adviser or similar technical financial planning role. Excellent presentation, communication and stakeholder management skills. Strong analytical and problem-solving abilities. Experience working across multiple projects in a fast-paced environment. An interest in financial technology and product innovation. Level 4 Diploma in Financial Planning (or working towards) would be advantageous but is not essential. What's on Offer? Salary up to £85,000 Fully remote working within the UK Opportunity to join a fast-growing global fintech business Work with cutting-edge financial planning technology Genuine career progression and professional development Collaborative, innovative and supportive culture Competitive benefits package If you're an experienced financial planning professional looking to combine your technical expertise with technology, product innovation and client engagement, we'd love to hear from you. Apply today or contact NJR Recruitment for a confidential discussion.
Law Staff Ltd
Private Client Solicitor
Law Staff Ltd St. Albans, Hertfordshire
Our client is seeking a Senior Trusts, Tax & Estate Planning Solicitor to join their highly regarded Private Client team. The firm offer flexible and hybrid working arrangements, genuine opportunities for progression and career development plus more. This is an outstanding opportunity for an experienced Trusts and Estates specialist to take on a senior role within a collaborative and forward-thinking firm, advising high-net-worth individuals, families, trustees, and business owners on complex estate planning and wealth preservation matters. The successful candidate will play a key role in delivering sophisticated advice while building long-term client relationships and contributing to the continued growth of an established and respected Private Client practice. About the Firm Our client is committed to delivering exceptional legal services through a client-first approach, combining technical excellence with practical, commercially focused advice. The firm fosters a culture of inclusion, collaboration, and professional development, providing its lawyers with the autonomy, support, and resources needed to thrive. Key Responsibilities of the Private Client Solicitor: Advising high-net-worth individuals and families on estate and succession planning strategies Drafting and advising on trusts, including lifetime trust structures, declarations of trust, and deeds of variation Acting as a professional trustee and advising trustees on their duties and obligations Providing advice on inheritance tax (IHT), capital gains tax (CGT), and wider wealth preservation strategies Working collaboratively with accountants, tax advisers, and financial planners Managing complex trust administration and estate matters Building and maintaining strong relationships with clients, referrers, and professional contacts Ensuring compliance with all regulatory and professional obligations Contributing to business development initiatives and the continued growth of the department Requirements of the Private Client Solicitor: Ideally 10+ years' PQE with significant experience in trusts, tax, and estate planning Strong technical expertise in trust structures, succession planning, and private wealth matters STEP qualification preferred Excellent drafting, analytical, and problem-solving skills Ability to provide practical, client-focused advice on complex matters Strong communication and interpersonal skills Proven experience managing high-net-worth client relationships Commercial awareness and a proactive approach to business development Ability to work collaboratively while independently managing complex matters The Benefits for the Private Client Solicitor: Competitive salary commensurate with experience Flexible and hybrid working arrangements High-quality work for a diverse and sophisticated client base Genuine opportunities for progression and career development Collaborative and inclusive culture Ongoing mentoring, training, and professional development Strong emphasis on work-life balance Opportunity to make a significant impact within a growing team If you're a Private Client Solicitor ready for your next step, apply today. Alternatively, contact Marcus Stevens at Law Staff Legal Recruitment quoting reference 37771. PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED. In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003
Jul 29, 2026
Full time
Our client is seeking a Senior Trusts, Tax & Estate Planning Solicitor to join their highly regarded Private Client team. The firm offer flexible and hybrid working arrangements, genuine opportunities for progression and career development plus more. This is an outstanding opportunity for an experienced Trusts and Estates specialist to take on a senior role within a collaborative and forward-thinking firm, advising high-net-worth individuals, families, trustees, and business owners on complex estate planning and wealth preservation matters. The successful candidate will play a key role in delivering sophisticated advice while building long-term client relationships and contributing to the continued growth of an established and respected Private Client practice. About the Firm Our client is committed to delivering exceptional legal services through a client-first approach, combining technical excellence with practical, commercially focused advice. The firm fosters a culture of inclusion, collaboration, and professional development, providing its lawyers with the autonomy, support, and resources needed to thrive. Key Responsibilities of the Private Client Solicitor: Advising high-net-worth individuals and families on estate and succession planning strategies Drafting and advising on trusts, including lifetime trust structures, declarations of trust, and deeds of variation Acting as a professional trustee and advising trustees on their duties and obligations Providing advice on inheritance tax (IHT), capital gains tax (CGT), and wider wealth preservation strategies Working collaboratively with accountants, tax advisers, and financial planners Managing complex trust administration and estate matters Building and maintaining strong relationships with clients, referrers, and professional contacts Ensuring compliance with all regulatory and professional obligations Contributing to business development initiatives and the continued growth of the department Requirements of the Private Client Solicitor: Ideally 10+ years' PQE with significant experience in trusts, tax, and estate planning Strong technical expertise in trust structures, succession planning, and private wealth matters STEP qualification preferred Excellent drafting, analytical, and problem-solving skills Ability to provide practical, client-focused advice on complex matters Strong communication and interpersonal skills Proven experience managing high-net-worth client relationships Commercial awareness and a proactive approach to business development Ability to work collaboratively while independently managing complex matters The Benefits for the Private Client Solicitor: Competitive salary commensurate with experience Flexible and hybrid working arrangements High-quality work for a diverse and sophisticated client base Genuine opportunities for progression and career development Collaborative and inclusive culture Ongoing mentoring, training, and professional development Strong emphasis on work-life balance Opportunity to make a significant impact within a growing team If you're a Private Client Solicitor ready for your next step, apply today. Alternatively, contact Marcus Stevens at Law Staff Legal Recruitment quoting reference 37771. PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED. In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003
Brevere Group
Technical Paraplanner
Brevere Group
Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to work with the Director of Financial Planning and assisting in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Director to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. You will be Diploma qualified be progressing towards or have achieved Chartered Status. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Jul 29, 2026
Full time
Our client, an award winning Chartered Financial Planning firm, is keen to strengthen their Paraplanning and Technical team in London. Due to client growth, they are actively seeking to appoint a Senior Paraplanner who can demonstrate extensive technical knowledge and assist with complex cases as well as managing the relationships with a selection of clients. Your role will be to work with the Director of Financial Planning and assisting in the management and development of the client portfolio of High Net Worth Clients. You will conduct detailed analysis and research to provide in depth analysis of the clients current situation. You will then compile the information into suitability reports and work in conjunction with the Director to deliver the findings and recommendations. You will ensure that your research and analysis meets the highest standards of accuracy and compliance requirements. You will have extensive client contact, ensuring that the client receives a highly professional and bespoke service. You will deal with client queries and be responsible for providing guidance and insight for complex cases. You work will cover the full spectrum of Wealth management and Financial Planning products with a specific focus on Pensions (including transfers and Divorce cases), Investments, Protection, Tax and Estate Planning. Applications are invited from skilled Paraplanners who are committed to providing a professional and dedicated service to Financial Planners and Clients. You will be Diploma qualified be progressing towards or have achieved Chartered Status. You will have experience of conducting detailed analysis of complex financial cases and be able to demonstrate extensive knowledge of Pension, Investment, Tax and Estate Planning. You will have experience of dealing with clients, have excellent written and verbal communication skills and be able to manage a diverse workload The remuneration available reflects the seniority and standing of the position. The firm has an extremely professional culture and applicants must be able to demonstrate that they are at the pinnacle of their profession. This is an excellent opportunity to join a well respected and established Wealth management firm where you can expect to further develop your skills and expertise within the industry Wealth Management, Financial Planning, IFA, Paraplanner, Paraplanning, Pensions, Investments By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Penguin Recruitment
Senior Town Planner
Penguin Recruitment
Senior Town Planner (Rural Planning) Location: Worcestershire / Hybrid Working Salary: Competitive + Excellent Benefits Penguin Recruitment is delighted to be supporting a highly regarded, independent planning consultancy in the search for an experienced Senior Town Planner with a strong background in rural planning . This is an exciting opportunity to join a growing specialist consultancy with an outstanding reputation for delivering high-quality planning advice to farmers, landowners, estates, rural businesses and developers across England and Wales. The practice has built its success on technical excellence, client relationships and a genuine passion for supporting sustainable rural development. The team works across a diverse range of planning projects including agricultural development, farm diversification, equestrian schemes, barn conversions, Class Q and Class R permitted development, replacement dwellings, rural workers' dwellings, tourism developments, and strategic rural land opportunities. The Role As a Senior Town Planner, you will take ownership of a varied caseload while working closely with an experienced multidisciplinary team. You will provide strategic planning advice, prepare and manage planning applications and appeals, liaise with local planning authorities and represent clients throughout the planning process. This role offers genuine autonomy, the opportunity to work on complex and rewarding rural planning projects, and clear progression within a supportive and ambitious consultancy. About You To be considered, you should have: MRTPI status (or be working towards Chartership if approaching completion). Several years' experience within a planning consultancy or local authority. Strong experience in rural planning , including agricultural, countryside and rural development projects. Excellent knowledge of the UK planning system and relevant planning legislation. Experience preparing planning applications, appeals and planning appraisals. Strong written and verbal communication skills. A commercial mindset with excellent client-facing abilities. Full UK driving licence. What's on Offer Competitive salary and benefits package. Hybrid and flexible working. Exposure to a broad and interesting portfolio of specialist rural planning projects. Ongoing CPD and professional development. Clear opportunities for career progression within a growing consultancy. A collaborative, friendly and supportive working environment where your expertise will be genuinely valued. If you're an experienced Town Planner with a passion for rural planning and are looking to take the next step in your career, we'd love to hear from you. To apply, please send your CV in confidence to Neil Ellerton at Penguin Recruitment , or contact (phone number removed) for a confidential discussion.
Jul 29, 2026
Full time
Senior Town Planner (Rural Planning) Location: Worcestershire / Hybrid Working Salary: Competitive + Excellent Benefits Penguin Recruitment is delighted to be supporting a highly regarded, independent planning consultancy in the search for an experienced Senior Town Planner with a strong background in rural planning . This is an exciting opportunity to join a growing specialist consultancy with an outstanding reputation for delivering high-quality planning advice to farmers, landowners, estates, rural businesses and developers across England and Wales. The practice has built its success on technical excellence, client relationships and a genuine passion for supporting sustainable rural development. The team works across a diverse range of planning projects including agricultural development, farm diversification, equestrian schemes, barn conversions, Class Q and Class R permitted development, replacement dwellings, rural workers' dwellings, tourism developments, and strategic rural land opportunities. The Role As a Senior Town Planner, you will take ownership of a varied caseload while working closely with an experienced multidisciplinary team. You will provide strategic planning advice, prepare and manage planning applications and appeals, liaise with local planning authorities and represent clients throughout the planning process. This role offers genuine autonomy, the opportunity to work on complex and rewarding rural planning projects, and clear progression within a supportive and ambitious consultancy. About You To be considered, you should have: MRTPI status (or be working towards Chartership if approaching completion). Several years' experience within a planning consultancy or local authority. Strong experience in rural planning , including agricultural, countryside and rural development projects. Excellent knowledge of the UK planning system and relevant planning legislation. Experience preparing planning applications, appeals and planning appraisals. Strong written and verbal communication skills. A commercial mindset with excellent client-facing abilities. Full UK driving licence. What's on Offer Competitive salary and benefits package. Hybrid and flexible working. Exposure to a broad and interesting portfolio of specialist rural planning projects. Ongoing CPD and professional development. Clear opportunities for career progression within a growing consultancy. A collaborative, friendly and supportive working environment where your expertise will be genuinely valued. If you're an experienced Town Planner with a passion for rural planning and are looking to take the next step in your career, we'd love to hear from you. To apply, please send your CV in confidence to Neil Ellerton at Penguin Recruitment , or contact (phone number removed) for a confidential discussion.
Daniel Owen Ltd
Community Investment Executive
Daniel Owen Ltd
Job Title: Community Investment Executive Department: Business Development, Marketing and Social Value Reports to: Community Investment Manager Location: Hybrid (head office and project sites) Role Purpose The Community Investment Executive will support the delivery, measurement, and reporting of social value commitments across all projects. The role is critical in ensuring compliance with public procurement requirements, particularly under the Public Services (Social Value) Act 2012, and in delivering measurable community impact aligned to client expectations and social value frameworks such as the National TOMs. Working closely with community investment manager, senior business development manager, marketing executive, project managers, commercial teams, and supply chain partners, the Community Investment Executive will ensure commitments made at tender stage are translated into meaningful, trackable outcomes on site. Person Specification Personality: Self-driven, results orientated with a positive outlook Good planner with strong organisational and coordination skills Able to assess own performance Reliable, tolerant, empathetic, team player Sufficiently mobile and flexible to attend evening meetings/forums and work unsociable hours from time to time Well-presented and business like Excellent interpersonal and communication skills Basic level of commercial awareness within construction Relationship building and influencing Attention to detail Ability to work across multiple live projects Resilience in fast-paced site environments Full UK driving licence Able to commit to extended hours where necessary Prepared to travel to various sites/offices, which may include long journeys Ensure any required training and certificates are valid at all times DBS certificate and your agreement to periodic checks may be required Specific Job Skill/ Experience Essential 1-3 years' experience in social value, sustainability, CSR, or construction community engagement. Strong data tracking and reporting skills. Excellent written and verbal communication skills.
Jul 29, 2026
Full time
Job Title: Community Investment Executive Department: Business Development, Marketing and Social Value Reports to: Community Investment Manager Location: Hybrid (head office and project sites) Role Purpose The Community Investment Executive will support the delivery, measurement, and reporting of social value commitments across all projects. The role is critical in ensuring compliance with public procurement requirements, particularly under the Public Services (Social Value) Act 2012, and in delivering measurable community impact aligned to client expectations and social value frameworks such as the National TOMs. Working closely with community investment manager, senior business development manager, marketing executive, project managers, commercial teams, and supply chain partners, the Community Investment Executive will ensure commitments made at tender stage are translated into meaningful, trackable outcomes on site. Person Specification Personality: Self-driven, results orientated with a positive outlook Good planner with strong organisational and coordination skills Able to assess own performance Reliable, tolerant, empathetic, team player Sufficiently mobile and flexible to attend evening meetings/forums and work unsociable hours from time to time Well-presented and business like Excellent interpersonal and communication skills Basic level of commercial awareness within construction Relationship building and influencing Attention to detail Ability to work across multiple live projects Resilience in fast-paced site environments Full UK driving licence Able to commit to extended hours where necessary Prepared to travel to various sites/offices, which may include long journeys Ensure any required training and certificates are valid at all times DBS certificate and your agreement to periodic checks may be required Specific Job Skill/ Experience Essential 1-3 years' experience in social value, sustainability, CSR, or construction community engagement. Strong data tracking and reporting skills. Excellent written and verbal communication skills.
Cameron James
IFA Senior Client Administrator
Cameron James
An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes. Skills required: Proven experience within Financial Services. Confidential, reliable, and trustworthy. Self-motivation, resilience and a clear focus on attention to detail and high-quality output. Ability to work collaboratively with colleagues and build strong relationships and networks. Strong communication skills. Strong Organisational and time management skills Regulatory Awareness - Understanding compliance requirements within an IFA environment. Desirable: To be working towards or achievement of a Level 4 relevant industry qualification. Duties: Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA. Pre-complete provider forms for clients. Produce review packs for adviser meetings. Schedule client annual review meetings. Supporting Administrators as required Issue suitability reports and post-meeting correspondence accurately and within agreed timescales. Enter existing business transactions, including withdrawals, into Curo. Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion. Process Letters of Authority and liaise with providers as required. Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.
Jul 29, 2026
Full time
An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes. Skills required: Proven experience within Financial Services. Confidential, reliable, and trustworthy. Self-motivation, resilience and a clear focus on attention to detail and high-quality output. Ability to work collaboratively with colleagues and build strong relationships and networks. Strong communication skills. Strong Organisational and time management skills Regulatory Awareness - Understanding compliance requirements within an IFA environment. Desirable: To be working towards or achievement of a Level 4 relevant industry qualification. Duties: Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA. Pre-complete provider forms for clients. Produce review packs for adviser meetings. Schedule client annual review meetings. Supporting Administrators as required Issue suitability reports and post-meeting correspondence accurately and within agreed timescales. Enter existing business transactions, including withdrawals, into Curo. Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion. Process Letters of Authority and liaise with providers as required. Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.
Blakemore Recruitment
Senior IFA Administrator
Blakemore Recruitment Twickenham, London
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
Jul 29, 2026
Full time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
Eden Rose
Paraplanner
Eden Rose Bath, Somerset
Paraplanner Salary: Up to £50,000 + Bonus Location: Bath City Centre (Hybrid) A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team. This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long-term progression, with opportunities to move into senior and leadership responsibilities as the team develops. Working closely with advisers, you will be responsible for delivering high-quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant and tailored to client objectives. Key Responsibilities: Preparing detailed suitability reports and recommendation letters Conducting technical research across pensions, investments, protection and estate planning Producing cashflow modelling and financial planning analysis Supporting advisers with complex client cases and financial planning strategies Ensuring advice files meet regulatory and compliance standards Liaising with providers and investment managers where required Contributing to the ongoing development of paraplanning processes and best practice Requirements: DipPFS / Level 4 qualified as a minimum Proven paraplanning experience within a financial planning environment Strong suitability report writing experience Ability to manage complex cases independently Excellent technical knowledge across pensions, investments and protection Strong attention to detail and organisational skills Apply If you are an experienced Paraplanner looking to join a growing firm where you can genuinely influence and develop the paraplanning function, we'd be keen to hear from you. Please apply with your CV for consideration. If this role isn't quite right, we work with a range of Financial Planning and Wealth Management firms across the South West, so feel free to get in touch for a confidential discussion.
Jul 29, 2026
Full time
Paraplanner Salary: Up to £50,000 + Bonus Location: Bath City Centre (Hybrid) A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team. This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long-term progression, with opportunities to move into senior and leadership responsibilities as the team develops. Working closely with advisers, you will be responsible for delivering high-quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant and tailored to client objectives. Key Responsibilities: Preparing detailed suitability reports and recommendation letters Conducting technical research across pensions, investments, protection and estate planning Producing cashflow modelling and financial planning analysis Supporting advisers with complex client cases and financial planning strategies Ensuring advice files meet regulatory and compliance standards Liaising with providers and investment managers where required Contributing to the ongoing development of paraplanning processes and best practice Requirements: DipPFS / Level 4 qualified as a minimum Proven paraplanning experience within a financial planning environment Strong suitability report writing experience Ability to manage complex cases independently Excellent technical knowledge across pensions, investments and protection Strong attention to detail and organisational skills Apply If you are an experienced Paraplanner looking to join a growing firm where you can genuinely influence and develop the paraplanning function, we'd be keen to hear from you. Please apply with your CV for consideration. If this role isn't quite right, we work with a range of Financial Planning and Wealth Management firms across the South West, so feel free to get in touch for a confidential discussion.
Grove Talent Solutions
Senior Paraplanner
Grove Talent Solutions High Wycombe, Buckinghamshire
Job Title: Senior Paraplanner Location: Stokenchurch (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning or Equivalent Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Competitive Bonus Scheme Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Jul 29, 2026
Full time
Job Title: Senior Paraplanner Location: Stokenchurch (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients' objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning or Equivalent Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Competitive Bonus Scheme Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role
Penguin Recruitment Ltd
Town Planner
Penguin Recruitment Ltd
Job Title: Town Planner Location: Oxford (Hybrid Working Available) Salary: £35,000 - £45,000 (DOE) + Benefits Type: Full-Time, Permanent An excellent opportunity has arisen for an ambitious Town Planner to join a well-established and respected planning consultancy in Oxford. I'm currently working with a thriving independent planning practice with a strong reputation for delivering high-quality work across a broad mix of sectors including residential, commercial, rural, and mixed-use developments. This is an exciting time to come on board as the team continues to grow, bringing in new work from both longstanding and newly secured clients across Oxfordshire and the wider South East. About the Role You'll be joining a supportive, close-knit team where you'll play a key role in managing planning applications, appeals, site appraisals, and client relationships. The role offers a genuine opportunity to take on responsibility from day one while being mentored by experienced senior planners who are passionate about professional development. This is a fantastic opportunity for a Planner or recently promoted Senior Planner looking for greater autonomy, a better work/life balance, and a direct pathway for career progression. What You'll Be Doing Preparing and submitting planning applications and appeals Conducting site visits and delivering detailed planning appraisals Liaising with clients, local authorities, and external consultants Supporting senior team members with complex projects Keeping up to date with changes in planning legislation and policy What We're Looking For RTPI accredited degree and full or working towards MRTPI status 2+ years' experience in a planning consultancy or local authority Strong report writing and communication skills Ability to manage projects independently and meet deadlines A team player with a proactive attitude and commercial awareness What's on Offer Competitive salary based on experience (£35-45k) Hybrid working options (typically 2-3 days in office) Clear progression structure with regular reviews Flexible working hours A friendly, collaborative culture and a focus on wellbeing Ongoing CPD support and full RTPI fees paid Whether you're currently in the private or public sector, if you're looking to take the next step in your planning career with a consultancy that values integrity, autonomy, and growth, this could be the right move for you.
Jul 29, 2026
Full time
Job Title: Town Planner Location: Oxford (Hybrid Working Available) Salary: £35,000 - £45,000 (DOE) + Benefits Type: Full-Time, Permanent An excellent opportunity has arisen for an ambitious Town Planner to join a well-established and respected planning consultancy in Oxford. I'm currently working with a thriving independent planning practice with a strong reputation for delivering high-quality work across a broad mix of sectors including residential, commercial, rural, and mixed-use developments. This is an exciting time to come on board as the team continues to grow, bringing in new work from both longstanding and newly secured clients across Oxfordshire and the wider South East. About the Role You'll be joining a supportive, close-knit team where you'll play a key role in managing planning applications, appeals, site appraisals, and client relationships. The role offers a genuine opportunity to take on responsibility from day one while being mentored by experienced senior planners who are passionate about professional development. This is a fantastic opportunity for a Planner or recently promoted Senior Planner looking for greater autonomy, a better work/life balance, and a direct pathway for career progression. What You'll Be Doing Preparing and submitting planning applications and appeals Conducting site visits and delivering detailed planning appraisals Liaising with clients, local authorities, and external consultants Supporting senior team members with complex projects Keeping up to date with changes in planning legislation and policy What We're Looking For RTPI accredited degree and full or working towards MRTPI status 2+ years' experience in a planning consultancy or local authority Strong report writing and communication skills Ability to manage projects independently and meet deadlines A team player with a proactive attitude and commercial awareness What's on Offer Competitive salary based on experience (£35-45k) Hybrid working options (typically 2-3 days in office) Clear progression structure with regular reviews Flexible working hours A friendly, collaborative culture and a focus on wellbeing Ongoing CPD support and full RTPI fees paid Whether you're currently in the private or public sector, if you're looking to take the next step in your planning career with a consultancy that values integrity, autonomy, and growth, this could be the right move for you.
Recruit UK
Wealth Administrator
Recruit UK Corsham, Wiltshire
Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team. Responsibilities Include: Process complex new business, policy changes, transfers, withdrawals and valuations Provide high-level administrative support to Financial Advisers and Paraplanners Maintain accurate client records across CRM and back-office systems Liaise with providers to resolve complex case queries efficiently Review work, share knowledge and provide support to junior administrators Ensure all administration is completed in line with FCA regulations and internal procedures Benefits: Salary up to £38,000 DoE Hybrid working Full or part-time considered 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Requirements: 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required) Good knowledge of pensions, investments and protection products Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential) If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.
Jul 29, 2026
Full time
Recruit UK is supporting a well-established and growing financial planning firm in the search for a Wealth Administrator. This is an excellent opportunity for an experienced Wealth Administrator looking to take on a more senior position, supporting advisers with complex client cases while helping maintain a high standard of service across the administration team. Responsibilities Include: Process complex new business, policy changes, transfers, withdrawals and valuations Provide high-level administrative support to Financial Advisers and Paraplanners Maintain accurate client records across CRM and back-office systems Liaise with providers to resolve complex case queries efficiently Review work, share knowledge and provide support to junior administrators Ensure all administration is completed in line with FCA regulations and internal procedures Benefits: Salary up to £38,000 DoE Hybrid working Full or part-time considered 25 days annual leave plus Bank Holidays, increasing with service up to 30 days Performance-related bonus Private healthcare Requirements: 2 years' experience in an IFA Administrator, Financial Services Administrator or similar Wealth Management support role (Required) Good knowledge of pensions, investments and protection products Experience processing new business, fund switches, withdrawals, transfers and ongoing servicing requests Confident using CRM and back-office systems (experience with SJP systems advantageous but not essential) If you're an experienced Wealth Administrator looking for your next step, we'd love to hear from you.
Penguin Recruitment
Technical Director Associate Director
Penguin Recruitment City, Birmingham
Job Title: Technical Director Associate Director - Town Planning Location: Manchester, Leeds, Sheffield, Glasgow, Cambridge, Birmingham, Cardiff, Bristol Penguin Recruitment is delighted to be supporting a leading multi-disciplinary consultancy in the appointment of a Technical Director Associate Director - Planning. This is an exceptional opportunity to join a highly regarded UK planning and environmental consultancy operating at the forefront of sustainable infrastructure, development, and environmental assessment. The team works on some of the country's most significant and complex projects, helping clients respond to the challenges of climate change, Net Zero delivery, biodiversity enhancement, ESG, and rapid urbanisation. You will be joining a collaborative and forward-thinking Planning and Environment practice with a strong national presence, working alongside multidisciplinary teams across transport, energy, infrastructure, and engineering. The business is recognised for its innovation, digital capability, and influence on major UK infrastructure and development policy and delivery. The successful candidate will play a key leadership role in the growth and direction of the Northern Planning team, supporting continued expansion and strengthening client relationships across both public and private sectors. Key Responsibilities: Lead, grow, and develop an established team of Town Planners across the UK Deliver high-quality Town Planning consultancy services directly to clients Manage commercial performance including fee management, governance, and resourcing Lead major multidisciplinary bid submissions for significant infrastructure and development projects Develop new business opportunities and strengthen existing client relationships Oversee project delivery ensuring technical excellence, quality, and compliance at all stages Collaborate across national planning, environmental, and infrastructure teams to drive integrated solutions Mentor, manage, and support the development of team members, including performance reviews Requirements: RTPI-accredited degree or postgraduate qualification in Town Planning and Chartered RTPI membership Strong consultancy background with experience in leading and developing teams Proven track record in delivering and winning major infrastructure and development projects Excellent understanding of planning law, policy, and procedures with strong commercial awareness Demonstrable experience in stakeholder engagement and relationship building Strong leadership, communication, and business development skills A proactive, growth-focused mindset with the ability to identify and convert opportunities This is a rare opportunity to take a senior leadership role within a highly respected consultancy shaping some of the UK's most important infrastructure and development 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 29, 2026
Full time
Job Title: Technical Director Associate Director - Town Planning Location: Manchester, Leeds, Sheffield, Glasgow, Cambridge, Birmingham, Cardiff, Bristol Penguin Recruitment is delighted to be supporting a leading multi-disciplinary consultancy in the appointment of a Technical Director Associate Director - Planning. This is an exceptional opportunity to join a highly regarded UK planning and environmental consultancy operating at the forefront of sustainable infrastructure, development, and environmental assessment. The team works on some of the country's most significant and complex projects, helping clients respond to the challenges of climate change, Net Zero delivery, biodiversity enhancement, ESG, and rapid urbanisation. You will be joining a collaborative and forward-thinking Planning and Environment practice with a strong national presence, working alongside multidisciplinary teams across transport, energy, infrastructure, and engineering. The business is recognised for its innovation, digital capability, and influence on major UK infrastructure and development policy and delivery. The successful candidate will play a key leadership role in the growth and direction of the Northern Planning team, supporting continued expansion and strengthening client relationships across both public and private sectors. Key Responsibilities: Lead, grow, and develop an established team of Town Planners across the UK Deliver high-quality Town Planning consultancy services directly to clients Manage commercial performance including fee management, governance, and resourcing Lead major multidisciplinary bid submissions for significant infrastructure and development projects Develop new business opportunities and strengthen existing client relationships Oversee project delivery ensuring technical excellence, quality, and compliance at all stages Collaborate across national planning, environmental, and infrastructure teams to drive integrated solutions Mentor, manage, and support the development of team members, including performance reviews Requirements: RTPI-accredited degree or postgraduate qualification in Town Planning and Chartered RTPI membership Strong consultancy background with experience in leading and developing teams Proven track record in delivering and winning major infrastructure and development projects Excellent understanding of planning law, policy, and procedures with strong commercial awareness Demonstrable experience in stakeholder engagement and relationship building Strong leadership, communication, and business development skills A proactive, growth-focused mindset with the ability to identify and convert opportunities This is a rare opportunity to take a senior leadership role within a highly respected consultancy shaping some of the UK's most important infrastructure and development 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)
Penguin Recruitment
Senior Planner / Principal Planner / Associate Planner
Penguin Recruitment Nottingham, Nottinghamshire
Job Title: Senior / Principal / Associate Town Planner Location: Nottingham Hybrid Working (2-3 days in office) Penguin Recruitment is delighted to be supporting a highly regarded, growing planning consultancy in Nottingham as they look to appoint Senior, Principal or Associate level Planners as part of an ambitious expansion plan. This is an excellent opportunity to join a dynamic and forward-thinking team, working on a wide variety of projects ranging from urban regeneration schemes to large-scale residential and mixed-use developments across the UK. You will collaborate closely with clients, stakeholders and multidisciplinary teams to deliver successful planning outcomes. Our client is seeking motivated, energetic planners who are keen to progress their careers within a supportive and empowering environment. What's on offer: Competitive salary and comprehensive benefits package Private medical insurance and payment of relevant professional subscriptions A culture built on trust, empowerment and professional development Exposure to a diverse portfolio of projects, including major residential and mixed-use urban extensions Clear progression opportunities aligned with company growth Key Responsibilities: Leading and supporting the development and delivery of planning strategies to promote sustainable growth Managing planning applications, appeals and consultations in line with policy and legislation Undertaking site appraisals, feasibility studies and impact assessments Engaging with local authorities, communities, businesses and key stakeholders Providing expert planning advice to clients and internal teams Preparing Planning Statements, Planning Appraisals and Statements of Case Keeping up to date with legislative changes, policy updates and emerging planning trends About You: Previous experience in a planning role (consultancy, local authority or development background) A relevant planning qualification (or working towards one) RTPI membership or working towards chartership Strong understanding of the UK planning system and processes Excellent written skills with strong attention to detail Confident communicator with a professional and approachable manner Strong organisational skills with the ability to manage competing priorities Proactive, enthusiastic and a collaborative team player Agile Working & Additional Information: Our client embraces agile working and offers a flexible, hybrid approach, recognising that productivity and success are not defined by location. This role is East Midlands based, with a preference for 2-3 days per week in the Nottingham office. The wider business operates from multiple hubs across the UK, offering long-term flexibility and progression opportunities. Interested? If you're looking for a new challenge and want to be part of a forward-thinking planning consultancy, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)
Jul 29, 2026
Full time
Job Title: Senior / Principal / Associate Town Planner Location: Nottingham Hybrid Working (2-3 days in office) Penguin Recruitment is delighted to be supporting a highly regarded, growing planning consultancy in Nottingham as they look to appoint Senior, Principal or Associate level Planners as part of an ambitious expansion plan. This is an excellent opportunity to join a dynamic and forward-thinking team, working on a wide variety of projects ranging from urban regeneration schemes to large-scale residential and mixed-use developments across the UK. You will collaborate closely with clients, stakeholders and multidisciplinary teams to deliver successful planning outcomes. Our client is seeking motivated, energetic planners who are keen to progress their careers within a supportive and empowering environment. What's on offer: Competitive salary and comprehensive benefits package Private medical insurance and payment of relevant professional subscriptions A culture built on trust, empowerment and professional development Exposure to a diverse portfolio of projects, including major residential and mixed-use urban extensions Clear progression opportunities aligned with company growth Key Responsibilities: Leading and supporting the development and delivery of planning strategies to promote sustainable growth Managing planning applications, appeals and consultations in line with policy and legislation Undertaking site appraisals, feasibility studies and impact assessments Engaging with local authorities, communities, businesses and key stakeholders Providing expert planning advice to clients and internal teams Preparing Planning Statements, Planning Appraisals and Statements of Case Keeping up to date with legislative changes, policy updates and emerging planning trends About You: Previous experience in a planning role (consultancy, local authority or development background) A relevant planning qualification (or working towards one) RTPI membership or working towards chartership Strong understanding of the UK planning system and processes Excellent written skills with strong attention to detail Confident communicator with a professional and approachable manner Strong organisational skills with the ability to manage competing priorities Proactive, enthusiastic and a collaborative team player Agile Working & Additional Information: Our client embraces agile working and offers a flexible, hybrid approach, recognising that productivity and success are not defined by location. This role is East Midlands based, with a preference for 2-3 days per week in the Nottingham office. The wider business operates from multiple hubs across the UK, offering long-term flexibility and progression opportunities. Interested? If you're looking for a new challenge and want to be part of a forward-thinking planning consultancy, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)

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