Paraplanner - Wanted - Immediate Start! Manchester Based Salary: £38,000 - £45,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid working Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements As a Paraplanner, you will also be expected to: Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Paraplanner role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
Aug 11, 2026
Full time
Paraplanner - Wanted - Immediate Start! Manchester Based Salary: £38,000 - £45,000 Permanent, Full-Time Are you an experienced Paraplanner? Regional Recruitment is currently working with a well-established financial services business in Manchester, who are looking to appoint a skilled Paraplanner to support their advisory team. What's on Offer: Competitive salary, dependent on experience Company pension Ongoing training and professional development support Potential for hybrid working Supportive and collaborative team environment Clear opportunities for career progression Qualifications Essential: Previous experience working as a Paraplanner or in a technical financial planning role Strong understanding of pensions, investments and protection products Experience producing suitability reports Good knowledge of FCA rules and financial planning processes Strong communication and organisational skills High attention to detail and accuracy Desirable: Experience using financial planning tools and software Experience working within an independent financial advice or wealth management environment Roles & Responsibilities Produce suitability reports in line with FCA and regulatory requirements Carry out research across pensions, investments and protection products Support advisers with meeting prep and follow-up work Review client information to help shape suitable financial recommendations Contact providers to obtain policy details and valuations Keep client records accurate and up to date Assist with annual reviews and ongoing client servicing Ensure all work is completed in line with compliance standards Stay up to date with product changes and industry updates Requirements As a Paraplanner, you will also be expected to: Manage multiple cases and deadlines effectively Work accurately under pressure in a busy environment Build strong working relationships with advisers and clients Take a proactive approach to problem-solving and case management Deliver consistently high-quality, compliant work About Regional Recruitment This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. If this Paraplanner role is right for you - Click to apply below. To explore more roles available across the UK, please visit (url removed).
Trainee Paraplanner role - leading Wealth Practice! Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner. You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties. A competitive salary package is on offer with this role, to 33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity! Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning! Click and apply ASAP as my client is drawing up a short list for interview
Aug 11, 2026
Full time
Trainee Paraplanner role - leading Wealth Practice! Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner. You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties. A competitive salary package is on offer with this role, to 33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity! Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning! Click and apply ASAP as my client is drawing up a short list for interview
A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role Service an established client bank Provide holistic financial planning advice Develop your technical and client-facing skills with ongoing mentoring Work within a supportive, collaborative team Hybrid working mixing home and the Kent based office with occasional client meetings Package £60,000-£65,000 for an Adviser with previous experience Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge Performance bonus Excellent support from experienced Advisers, administration and paraplanning teams Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Aug 11, 2026
Full time
A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role Service an established client bank Provide holistic financial planning advice Develop your technical and client-facing skills with ongoing mentoring Work within a supportive, collaborative team Hybrid working mixing home and the Kent based office with occasional client meetings Package £60,000-£65,000 for an Adviser with previous experience Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge Performance bonus Excellent support from experienced Advisers, administration and paraplanning teams Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Adviser - (York) Salary: 40,000 (85k OTE) Full-time Employed or Self-Employed Options Available About A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning. With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes. The Role This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank. The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures. What You'll Be Doing Providing holistic financial planning advice to new and existing clients Building and maintaining long-term client relationships through regular reviews and ongoing support Delivering advice across pensions, investments, protection, retirement and estate planning Conducting client meetings and presenting suitable recommendations in a clear and engaging manner Identifying new business opportunities through referrals, networking and professional connections Working closely with paraplanners and administrators to ensure a seamless client experience Reviewing clients' financial circumstances and developing tailored planning strategies Maintaining accurate client records and ensuring all advice complies with FCA requirements Contributing to the growth and success of the business through a proactive and results-driven approach Staying up to date with changes in legislation, taxation and the wider financial planning landscape Requirements Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business Previous Paraplanning experience with strong technical knowledge across financial planning disciplines Level 4 Diploma in Regulated Financial Planning (minimum) Excellent interpersonal and relationship-building skills Strong understanding of pensions, investments, protection and retirement planning Ability to manage client relationships independently and professionally Commercial awareness and a proven ability to generate business opportunities Strong communication, presentation and report-writing skills Good understanding of FCA regulations and compliance requirements Personal Attributes Highly motivated and ambitious Driven to develop long-term client relationships and grow assets under management Professional, personable and client-focused Self-sufficient with strong organisational skills Positive and collaborative team player Committed to delivering high-quality financial planning and outstanding client outcomes Remuneration Employed Option Basic salary of 40,000 Bonus of 50% of fees generated Flexible working arrangements Full paraplanning and administrative support Self-Employed Option 80% of new business fees 25% of ongoing fees Flexible and autonomous working arrangement Full back-office, paraplanning and administrative support Opportunity to build and grow your own client bank Benefits Flexible working setup Choice of employed or self-employed remuneration structure Full paraplanning and administrative support Access to modern financial planning technology and cashflow modelling tools Ongoing professional development and CPD support Collaborative and supportive team culture Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 11, 2026
Full time
Financial Adviser - (York) Salary: 40,000 (85k OTE) Full-time Employed or Self-Employed Options Available About A growing Chartered independent financial planning practice in York is seeking an ambitious and client-focused Financial Adviser to join its expanding team. The firm works with individuals, families and business owners across retirement planning, wealth management, protection and estate planning. With a modern approach to financial planning, the business combines technology, technical expertise and a highly personalised service to help clients achieve their financial goals. As a collaborative and forward-thinking practice, they are looking for someone who shares their passion for delivering high-quality advice and exceptional client outcomes. The Role This is an excellent opportunity for an experienced Financial Adviser who combines strong technical knowledge with a commercial mindset. The successful candidate will be responsible for developing client relationships, delivering tailored financial planning advice and identifying opportunities to grow their client bank. The role offers flexibility, autonomy and significant earning potential through both employed and self-employed remuneration structures. What You'll Be Doing Providing holistic financial planning advice to new and existing clients Building and maintaining long-term client relationships through regular reviews and ongoing support Delivering advice across pensions, investments, protection, retirement and estate planning Conducting client meetings and presenting suitable recommendations in a clear and engaging manner Identifying new business opportunities through referrals, networking and professional connections Working closely with paraplanners and administrators to ensure a seamless client experience Reviewing clients' financial circumstances and developing tailored planning strategies Maintaining accurate client records and ensuring all advice complies with FCA requirements Contributing to the growth and success of the business through a proactive and results-driven approach Staying up to date with changes in legislation, taxation and the wider financial planning landscape Requirements Previous experience as a Financial Adviser within an Independent Financial Advice or Financial Planning business Previous Paraplanning experience with strong technical knowledge across financial planning disciplines Level 4 Diploma in Regulated Financial Planning (minimum) Excellent interpersonal and relationship-building skills Strong understanding of pensions, investments, protection and retirement planning Ability to manage client relationships independently and professionally Commercial awareness and a proven ability to generate business opportunities Strong communication, presentation and report-writing skills Good understanding of FCA regulations and compliance requirements Personal Attributes Highly motivated and ambitious Driven to develop long-term client relationships and grow assets under management Professional, personable and client-focused Self-sufficient with strong organisational skills Positive and collaborative team player Committed to delivering high-quality financial planning and outstanding client outcomes Remuneration Employed Option Basic salary of 40,000 Bonus of 50% of fees generated Flexible working arrangements Full paraplanning and administrative support Self-Employed Option 80% of new business fees 25% of ongoing fees Flexible and autonomous working arrangement Full back-office, paraplanning and administrative support Opportunity to build and grow your own client bank Benefits Flexible working setup Choice of employed or self-employed remuneration structure Full paraplanning and administrative support Access to modern financial planning technology and cashflow modelling tools Ongoing professional development and CPD support Collaborative and supportive team culture Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities. Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams. Mapping current and future state processes. Supporting project discovery and requirements gathering activities. Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews. Using operational and client data to measure the impact of change and identify further improvement opportunities. Supporting the development and enhancement of the firm's client portal. Assisting with testing, implementation and change adoption activities. Working closely with technology teams to ensure business requirements are clearly understood. What We're Looking For 4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role. Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. Experience improving business processes and operational efficiency. Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions. Excellent stakeholder engagement and communication skills. Strong organisational skills and attention to detail. Nice To Have Experience with CRM systems, adviser platforms, workflow tools or client portals. Power BI, Excel or MI reporting experience. Knowledge of FCA-regulated environments and Consumer Duty. Experience supporting UAT, system migrations or technology-enabled change. What's On Offer Opportunity to join a newly established Business Analysis & Change function. Significant exposure to senior leadership and strategic initiatives. Genuine opportunity to influence how the business operates. Hybrid working with approximately two days per week in the office. Competitive salary, benefits package and long-term career development. Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Aug 11, 2026
Full time
Business Analyst Bristol Hybrid Working 50,000 + Benefits We're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers. As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst position. Instead, we're looking for someone who can identify opportunities to improve processes, challenge existing ways of working and help deliver meaningful change across the adviser and client journey. Success in this role comes from understanding the realities of advice businesses. You'll be curious about where friction exists for advisers, paraplanners and clients, and enjoy improving processes through both operational change and technology. You'll work closely with advisers, paraplanners, operations teams and senior stakeholders to understand current processes, identify inefficiencies and support projects from initial discovery through to successful implementation. What You'll Be Doing Working with stakeholders across the business to understand challenges and identify improvement opportunities. Running workshops, interviews and process discovery sessions with advisers, paraplanners and operational teams. Mapping current and future state processes. Supporting project discovery and requirements gathering activities. Mapping and improving the end-to-end adviser and client journey, from onboarding and fact-finding through to suitability, implementation and annual reviews. Using operational and client data to measure the impact of change and identify further improvement opportunities. Supporting the development and enhancement of the firm's client portal. Assisting with testing, implementation and change adoption activities. Working closely with technology teams to ensure business requirements are clearly understood. What We're Looking For 4+ years' experience within a UK Financial Advice or Wealth Management business in a Business Analyst role. Strong understanding of the end-to-end adviser journey, including onboarding, fact-finding, suitability, implementation and ongoing servicing. A good understanding of where advisers and paraplanners experience operational friction, with the ability to turn those challenges into practical improvements. Experience improving business processes and operational efficiency. Confidence facilitating workshops, challenging existing processes and translating operational knowledge into workable business solutions. Excellent stakeholder engagement and communication skills. Strong organisational skills and attention to detail. Nice To Have Experience with CRM systems, adviser platforms, workflow tools or client portals. Power BI, Excel or MI reporting experience. Knowledge of FCA-regulated environments and Consumer Duty. Experience supporting UAT, system migrations or technology-enabled change. What's On Offer Opportunity to join a newly established Business Analysis & Change function. Significant exposure to senior leadership and strategic initiatives. Genuine opportunity to influence how the business operates. Hybrid working with approximately two days per week in the office. Competitive salary, benefits package and long-term career development. Ready to Apply? Contact Jack Winder to find out more. Please apply with a CV and a cover letter outlining why you're perfect for the role. Know someone great for the job? We offer a referral scheme-just get in touch! Note: We do our best to respond to every application, but due to volume, we can't always guarantee it. If you haven't heard back within 7 days, unfortunately, you haven't been successful this time. Keep an eye on our site for new opportunities!
Senior or Principal Town Planner Location: Midlands Penguin Recruitment is proud to be supporting a highly respected national planning consultancy in their search for a Senior or Principal Town Planner to join their expanding Midlands team. About the Company Our client is a leading multi-disciplinary consultancy recognised for their expertise in planning, development economics, and design. They work on a wide range of prestigious and complex projects for major developers, housebuilders, and landowners across England and Wales. With a creative, collaborative, and supportive culture, this is an excellent environment for ambitious planners looking to develop their careers. The Role As part of the Midlands Planning team, you will be involved in the delivery of high-profile projects across both the private and public sectors. This will include strategic and development management planning, project coordination, and providing expert advice to clients. You'll be part of a dynamic and growing team where your contribution will make a visible impact on the success of projects and the development of the business. Key Responsibilities Manage and contribute to a range of planning projects from inception to completion Provide high-quality planning advice to clients across sectors Prepare and submit planning applications, appeals, and supporting reports Liaise with clients, local authorities, and stakeholders Support and mentor junior colleagues where appropriate Build and maintain strong client relationships, identifying opportunities for new work Requirements Chartered Member of the RTPI (MRTPI) Strong commercial awareness and ability to apply planning knowledge in a broader property context Excellent written, analytical, and verbal communication skills Confident in client-facing roles and capable of managing complex projects Proactive, enthusiastic, and driven to deliver results Benefits The successful candidate will enjoy a competitive salary and benefits package, including: 25 days annual leave (rising with service) plus bank holidays Private medical insurance Pension scheme Life assurance Cycle to work scheme Eye care vouchers Staff discounts on retail, property, and financial services Employee assistance programme (24-hour support) Regular CPD and career development opportunities Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Aug 11, 2026
Full time
Senior or Principal Town Planner Location: Midlands Penguin Recruitment is proud to be supporting a highly respected national planning consultancy in their search for a Senior or Principal Town Planner to join their expanding Midlands team. About the Company Our client is a leading multi-disciplinary consultancy recognised for their expertise in planning, development economics, and design. They work on a wide range of prestigious and complex projects for major developers, housebuilders, and landowners across England and Wales. With a creative, collaborative, and supportive culture, this is an excellent environment for ambitious planners looking to develop their careers. The Role As part of the Midlands Planning team, you will be involved in the delivery of high-profile projects across both the private and public sectors. This will include strategic and development management planning, project coordination, and providing expert advice to clients. You'll be part of a dynamic and growing team where your contribution will make a visible impact on the success of projects and the development of the business. Key Responsibilities Manage and contribute to a range of planning projects from inception to completion Provide high-quality planning advice to clients across sectors Prepare and submit planning applications, appeals, and supporting reports Liaise with clients, local authorities, and stakeholders Support and mentor junior colleagues where appropriate Build and maintain strong client relationships, identifying opportunities for new work Requirements Chartered Member of the RTPI (MRTPI) Strong commercial awareness and ability to apply planning knowledge in a broader property context Excellent written, analytical, and verbal communication skills Confident in client-facing roles and capable of managing complex projects Proactive, enthusiastic, and driven to deliver results Benefits The successful candidate will enjoy a competitive salary and benefits package, including: 25 days annual leave (rising with service) plus bank holidays Private medical insurance Pension scheme Life assurance Cycle to work scheme Eye care vouchers Staff discounts on retail, property, and financial services Employee assistance programme (24-hour support) Regular CPD and career development opportunities Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Job Title: Planning Director Location: Sheffield Penguin Recruitment is delighted to be supporting a leading, employee-owned planning consultancy in the appointment of a Planning Director to lead and grow its established Sheffield office. This is an outstanding opportunity for an experienced planning professional looking to take on a strategic leadership position, combining project delivery, team management and business development within a highly respected multidisciplinary consultancy. The successful candidate will play a pivotal role in shaping the future growth of the Sheffield office while working on a diverse portfolio of projects including residential developments, strategic mixed-use schemes, urban regeneration, education, advanced manufacturing, renewable energy and enforcement matters. The role: Lead, mentor and develop an established planning team. Manage major planning applications, appeals, Local Plan representations, site promotions and public inquiry work. Develop existing client relationships while securing new business opportunities across the region. Take responsibility for office performance, financial planning and resource management. Contribute to the wider business strategy as part of the senior leadership team. Collaborate with colleagues across planning, urban design, transport, architecture, sustainability and research. Requirements: MRTPI Chartered Town Planner. Around 10+ years' professional planning experience, ideally within consultancy or a combination of private and public sector. Strong experience leading complex planning projects. Proven leadership, people management and mentoring skills. A successful track record in business development and client relationship management. Full UK driving licence. What's on offer: Competitive salary, negotiable depending on experience. Hybrid working. Private healthcare. Enhanced pension and life assurance. Professional subscription support. Cycle to Work scheme. Comprehensive CPD programme and clear opportunities for continued career progression. The opportunity to influence the growth and success of a well-established regional office within a collaborative, employee-owned business. If you're currently operating at Associate Director or Director level, or you're an experienced senior planning professional ready to step into a leadership position, I'd be delighted to speak with you in confidence. To apply, please send your CV to (url removed) or contact Josh Jones on (phone number removed) for a confidential discussion.
Aug 11, 2026
Full time
Job Title: Planning Director Location: Sheffield Penguin Recruitment is delighted to be supporting a leading, employee-owned planning consultancy in the appointment of a Planning Director to lead and grow its established Sheffield office. This is an outstanding opportunity for an experienced planning professional looking to take on a strategic leadership position, combining project delivery, team management and business development within a highly respected multidisciplinary consultancy. The successful candidate will play a pivotal role in shaping the future growth of the Sheffield office while working on a diverse portfolio of projects including residential developments, strategic mixed-use schemes, urban regeneration, education, advanced manufacturing, renewable energy and enforcement matters. The role: Lead, mentor and develop an established planning team. Manage major planning applications, appeals, Local Plan representations, site promotions and public inquiry work. Develop existing client relationships while securing new business opportunities across the region. Take responsibility for office performance, financial planning and resource management. Contribute to the wider business strategy as part of the senior leadership team. Collaborate with colleagues across planning, urban design, transport, architecture, sustainability and research. Requirements: MRTPI Chartered Town Planner. Around 10+ years' professional planning experience, ideally within consultancy or a combination of private and public sector. Strong experience leading complex planning projects. Proven leadership, people management and mentoring skills. A successful track record in business development and client relationship management. Full UK driving licence. What's on offer: Competitive salary, negotiable depending on experience. Hybrid working. Private healthcare. Enhanced pension and life assurance. Professional subscription support. Cycle to Work scheme. Comprehensive CPD programme and clear opportunities for continued career progression. The opportunity to influence the growth and success of a well-established regional office within a collaborative, employee-owned business. If you're currently operating at Associate Director or Director level, or you're an experienced senior planning professional ready to step into a leadership position, I'd be delighted to speak with you in confidence. To apply, please send your CV to (url removed) or contact Josh Jones on (phone number removed) for a confidential discussion.
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, click apply for full job details
Aug 11, 2026
Full time
Are you a highly technical career Paraplanner seeking a matching role where your expertise will be truly valued? This Technical Paraplanner opportunity offers the perfect blend of complex casework, career development, and work-life balance with an award-winning wealth management firm. As a Technical Paraplanner, you'll be the technical backbone supporting Financial Advisers and Planning Executives, click apply for full job details
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads? A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster click apply for full job details
Aug 11, 2026
Full time
Financial Planner / IFA Doncaster £55,000 basic + bonus + benefits Existing client bank provided Immediate start available Are you an experienced Financial Adviser looking to focus on advising clients rather than generating leads? A fantastic opportunity has arisen for an experienced Financial Planner / Independent Financial Adviser to join a well-established and growing firm in Doncaster click apply for full job details
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Aug 11, 2026
Full time
BRAND NEW ROLE - JULY 2026 Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams 2 days WFH per week once up and running My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Aug 11, 2026
Full time
Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across pensions, investments, protection, and estate planning Preparing cashflow models and technical analysis to support client advice Liaising closely with Advisers to ensure well-structured and client-focused recommendations Maintaining high standards of compliance and documentation Supporting continuous improvements to paraplanning processes and systems About You Level 4 Diploma in Financial Planning qualified At least 5 years' experience working as a Paraplanner Strong technical understanding of pensions and investments Comfortable handling complex cases with minimal supervision Highly organised with excellent attention to detail A collaborative team player who takes pride in quality work What's On Offer Salary of 40,000 - 50,000 (DOE) 33 days holiday (including Bank Holidays) Hybrid working with Liverpool City Centre office Pension scheme with employer contributions Full support for ongoing exams and professional development A values-led culture that puts people and clients first A growing firm offering stability, progression, and long-term opportunity Why Apply? This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.
Aug 11, 2026
Full time
Financial Planning Administrator Wakefield Hybrid Working £30,000 - £34,000 + Excellent Benefits An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a well-established and growing Financial Planning firm based in Wakefield. This role would suit someone with at least three years' experience supporting Financial Planners within an IFA or Financial Planning practice who is looking to join a supportive business that genuinely values its administration team. Alongside a competitive benefits package, the company offers a 35-hour working week (7-hour days) , hybrid working and a collaborative environment where experienced administrators are recognised as an integral part of delivering an outstanding client experience. For those who wish to continue developing their careers, full study support is available and the business has a strong track record of helping employees progress into Paraplanning and Financial Adviser roles. Equally, if you're an experienced Financial Planning Administrator who enjoys what you do and is looking for a long-term home, you'll be just as valued. The Role Working closely with a team of Financial Planners and Paraplanners, you'll provide high-quality administrative support throughout the client journey. Your responsibilities will include: Preparing new business and review documentation Processing pensions, investments and protection business Liaising with clients, providers and third parties Obtaining valuations and provider information Managing ongoing servicing and review work Maintaining accurate client records and back-office systems Supporting advisers with day-to-day administration Ensuring work is completed accurately, efficiently and in line with company procedures About You To be considered, you'll ideally have: At least three years' experience as an IFA Administrator or Financial Planning Administrator Experience supporting Financial Planners within an IFA or Financial Planning practice Good knowledge of pensions, investments and financial planning products Excellent organisational skills and attention to detail Strong communication skills and a proactive approach A genuine interest in delivering an excellent service to both clients and colleagues Salary & Benefits £30,000 - £34,000 35-hour working week (7-hour days) Hybrid working (five office days over a two-week period) Discretionary bonus Full study support, including exam fees, study leave and exam day leave 21 days' annual leave plus bank holidays Christmas office closure 4x Death in Service Healthcare cash plan Pension (5% employee / 3% employer) Long-Term Career Opportunities The business believes in supporting people to build the career that's right for them. If your ambition is to progress into Paraplanning or Financial Advice, you'll have access to full study support and genuine opportunities to develop internally. Equally, if your passion lies in Financial Planning Administration, you'll be joining a firm that recognises the importance of experienced administrators and the vital role they play in delivering an outstanding client experience. Long-term careers within administration are valued just as highly as progression into other areas of the business. If you're looking for a supportive, professional environment where your experience will be appreciated and you'll have the opportunity to build a long-term career, we'd be delighted to hear from you. Please apply today or contact us for a confidential discussion.
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 11, 2026
Full time
This hybrid based IFA Administrator job in Leamington Spa is ideal if you already have experience within financial planning administration and want to be part of a forward thinking, growing advice business that genuinely values high quality support. As an IFA Administrator, you will play a vital role in supporting both clients and Financial Advisors throughout the full financial planning journey. You will join an established administration team and act as a key point of contact, ensuring advice processes move smoothly, efficiently and compliantly. In this IFA Administrator job, your day to day responsibilities will include supporting Advisors with diary management and meeting coordination, preparing meeting packs ahead of client appointments, and proactively contacting clients to chase outstanding information. You will also liaise with internal teams and external providers to progress cases, process new business, and produce key illustrations, projections and valuations. This IFA Administrator role offers real variety and exposure across the advice process, rather than a narrow or repetitive remit. The business places genuine importance on the IFA Administrator function and recognises the contribution you make to delivering an exceptional client experience. There is clear scope to develop your technical knowledge and progress your career as the firm continues to grow. IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email and online portals Experience preparing meeting packs and processing new business Desirable exposure to financial planning software such as Curo or Dynamic Planner The Company This is a national financial planning firm with ambitious growth plans, investing heavily in people, systems and modern technology to improve efficiency and client outcomes. They offer a collaborative and supportive working environment focused on long term success. IFA Administrator Benefits Salary of 28,000 to 32,000 depending on experience Comprehensive benefits package including pension, protection and healthcare benefits Hybrid working once signed off as competent 37.5 hour working week Clear career progression and tailored development plans Location Leamington Spa. You should be able to attend the office as required under the hybrid working model. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Paraplanner £38,000 to £44,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Aug 11, 2026
Full time
Paraplanner £38,000 to £44,000 plus benefits and exam support Technical support required by this wealth management firm to provide paraplanning and client support to Financial Planners and Directors. The business operates across the full range of financial and investment planning including retirement and tax. Joining a large paraplanning team you will be working with the wealthiest clients regarding standard and complex advice and your duties will include - portfolio analysis research work assist with the formulation of advice report writing client contact Applicants must be experienced Paraplanners with the Level 4 exams (or near). You will have an excellent work ethic and be comfortable dealing with sometimes complex advice, whilst clearly having the relationship skills required to work with top Advisors. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pension sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Working within the Public Health team as a Principal Spatial Planner, you will play a pivotal role at the intersection of spatial planning and public health. Alongside an existing Principal Spatial Planner, you will collaborate closely with planning, transport, and environment teams across the Council, as well as Local Planning Authorities. This role offers a unique opportunity to shape an emerging area of practice by embedding health and wellbeing into planning policy, place-based projects, and major developments, helping to create healthier communities and reduce inequalities. What you'll do: Provide expert advice and proactive technical leadership on public health within spatial planning to internal teams, local authorities, developers, and multi-agency partners. Support the spatial planning team in building a progressive vision and culture, helping colleagues maximise public health value in strategic planning and major projects alike. Contribute to the development of policies and guidance in line with national and local planning policy. Translate public health intelligence, including health inequalities, into spatial planning policy and proposals. Respond to major development planning applications and infrastructure projects from a public health perspective. Produce clear, quality-assured reports and advice to support informed decision-making across organisations. Build and maintain strong working relationships with stakeholders, influencing across sectors and disciplines, while managing competing priorities effectively. What we're looking for: Degree-level qualification (or equivalent experience) in a relevant field. Strong knowledge and experience in planning policy development and the development process. Detailed understanding of planning policy, systems, and procedures. Excellent leadership, influencing, and interpersonal skills, with experience supporting strategic change. Ability to analyse complex data and translate insights into clear, actionable outcomes. Experience working collaboratively in a political or complex organisational environment and proven ability to build credibility and relationships across diverse professional groups. Strong project management skills and the ability to manage competing priorities. Why join us: Be part of an innovative and growing area of work, shaping how health is embedded into planning and place-making. Access excellent professional development opportunities, including pathways towards Public Health Practitioner registration and funded training. Work within a supportive, collaborative environment where your contributions are valued. Make a tangible difference to communities by improving health outcomes and reducing inequalities through your work. Access to Health Assured's comprehensive Employee Assistance Programme - to support your physical and mental wellbeing, including 24/7 telephone support, a suite of online resources, and legal and financial advice. A competitive benefits package that includes generous annual leave entitlement, occupational sick pay, and access to the Local Government Pension Scheme. To learn more about this role, please review our Candidate Pack available on our website. Please click on the Apply button for details. Applicants can expect to hear from us within two weeks of the advertised closing date. Where possible, this role can be offered as a secondment. Please note that you must have the right to work in the UK to be eligible for this role.
Aug 11, 2026
Full time
Working within the Public Health team as a Principal Spatial Planner, you will play a pivotal role at the intersection of spatial planning and public health. Alongside an existing Principal Spatial Planner, you will collaborate closely with planning, transport, and environment teams across the Council, as well as Local Planning Authorities. This role offers a unique opportunity to shape an emerging area of practice by embedding health and wellbeing into planning policy, place-based projects, and major developments, helping to create healthier communities and reduce inequalities. What you'll do: Provide expert advice and proactive technical leadership on public health within spatial planning to internal teams, local authorities, developers, and multi-agency partners. Support the spatial planning team in building a progressive vision and culture, helping colleagues maximise public health value in strategic planning and major projects alike. Contribute to the development of policies and guidance in line with national and local planning policy. Translate public health intelligence, including health inequalities, into spatial planning policy and proposals. Respond to major development planning applications and infrastructure projects from a public health perspective. Produce clear, quality-assured reports and advice to support informed decision-making across organisations. Build and maintain strong working relationships with stakeholders, influencing across sectors and disciplines, while managing competing priorities effectively. What we're looking for: Degree-level qualification (or equivalent experience) in a relevant field. Strong knowledge and experience in planning policy development and the development process. Detailed understanding of planning policy, systems, and procedures. Excellent leadership, influencing, and interpersonal skills, with experience supporting strategic change. Ability to analyse complex data and translate insights into clear, actionable outcomes. Experience working collaboratively in a political or complex organisational environment and proven ability to build credibility and relationships across diverse professional groups. Strong project management skills and the ability to manage competing priorities. Why join us: Be part of an innovative and growing area of work, shaping how health is embedded into planning and place-making. Access excellent professional development opportunities, including pathways towards Public Health Practitioner registration and funded training. Work within a supportive, collaborative environment where your contributions are valued. Make a tangible difference to communities by improving health outcomes and reducing inequalities through your work. Access to Health Assured's comprehensive Employee Assistance Programme - to support your physical and mental wellbeing, including 24/7 telephone support, a suite of online resources, and legal and financial advice. A competitive benefits package that includes generous annual leave entitlement, occupational sick pay, and access to the Local Government Pension Scheme. To learn more about this role, please review our Candidate Pack available on our website. Please click on the Apply button for details. Applicants can expect to hear from us within two weeks of the advertised closing date. Where possible, this role can be offered as a secondment. Please note that you must have the right to work in the UK to be eligible for this role.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Aug 11, 2026
Full time
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where both quality and performance are valued. Technical Paraplanner Requirements - Essential: proven experience working as a Technical Paraplanner within financial planning - Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases - Essential: ability to work effectively to KPIs and deadlines - Essential: Level 4 Diploma in Financial Planning or equivalent - Desirable: experience using modern paraplanning and cashflow systems The Company You will be joining a growing, national IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic financial planning supported by modern technology and a strong focus on client outcomes and advice quality. Technical Paraplanner Benefits - Salary up to 50,000 depending on experience - Discretionary annual bonus - Private medical insurance - Standard pension - Medicash health cash plan - Group income protection and life assurance - 28 days holiday rising to 30 days plus bank holidays - Fully remote working - Support towards career development Location Home based, UK wide, with preference for Scotland-based candidates. Occasional expensed travel to regional offices. Apply now to be considered for this Technical Paraplanner job. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Aug 11, 2026
Full time
Paraplanner Location: Edgbaston, Birmingham Salary: Up to £55,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Edgbaston who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Prepare and maintain client documentation and reports. Liaise with clients, providers, and other professionals as required. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. On Offer? Salary of up to £55,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Requirements: Level 4 diploma in regulated financial planning 2+ years experience in a paraplanning role What's Next? If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner Prepare client meeting packs and all associated documentation Arrange client meetings and manage adviser diaries Liaise with clients and providers to progress new and existing business Process Letters of Authority and obtain information from providers Maintain accurate client records using the firm's CRM and workflow systems Manage cases from inception through to completion, ensuring an outstanding client experience Support, coach and develop Junior Administrators Allocate workloads and act as the technical escalation point for the administration team Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes The Person: Around 3 years' experience as an IFA Administrator within a Financial Planning/Wealth Management environment Experience supervising, mentoring or coaching junior team members Knowledge of pensions, investments and wider wealth management products Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing Excellent organisational skills with exceptional attention to detail Confident communicator with a collaborative and proactive approach Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma Package & Benefits: Salary up to £50,000 plus bonus DOE Hybrid working (4 days in the office, 1 day from home) Full study support towards professional qualifications (if desired) Ongoing training and career development Opportunity to step into a leadership role within a highly successful business Supportive and collaborative working environment with genuine long-term progression Health Cash Plan Life Assurance 4x Salary Private Medical Insurance Private GP Income Protection Pension 26 days holiday plus bank holidays This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Aug 11, 2026
Full time
Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career. The Role: Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner Prepare client meeting packs and all associated documentation Arrange client meetings and manage adviser diaries Liaise with clients and providers to progress new and existing business Process Letters of Authority and obtain information from providers Maintain accurate client records using the firm's CRM and workflow systems Manage cases from inception through to completion, ensuring an outstanding client experience Support, coach and develop Junior Administrators Allocate workloads and act as the technical escalation point for the administration team Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes The Person: Around 3 years' experience as an IFA Administrator within a Financial Planning/Wealth Management environment Experience supervising, mentoring or coaching junior team members Knowledge of pensions, investments and wider wealth management products Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing Excellent organisational skills with exceptional attention to detail Confident communicator with a collaborative and proactive approach Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma Package & Benefits: Salary up to £50,000 plus bonus DOE Hybrid working (4 days in the office, 1 day from home) Full study support towards professional qualifications (if desired) Ongoing training and career development Opportunity to step into a leadership role within a highly successful business Supportive and collaborative working environment with genuine long-term progression Health Cash Plan Life Assurance 4x Salary Private Medical Insurance Private GP Income Protection Pension 26 days holiday plus bank holidays This is an excellent opportunity for an experienced IFA Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm. If this opportunity is of interest, please send your CV to Harry at Financial Divisions.
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Aug 11, 2026
Full time
Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £41,200 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
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.
Aug 11, 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.
