332 jobs found

Join a Chartered, Award-Winning Financial Planning Firm Are you an experienced Paraplanner looking for a genuinely client-facing role where you can work closely with senior advisers, attend client meetings and contribute directly to delivering exceptional financial planning outcomes? Due to continued growth, we are seeking a highly capable Paraplanner to partner with Director-level Financial Planners, supporting high-net-worth individuals, families, business owners and trustees. This is an excellent opportunity to join a highly regarded financial planning firm that combines technical excellence with a truly personalised approach to client advice. Working from modern offices in the City of London with a hybrid working arrangement, you'll become an integral part of the advisory team, helping clients navigate every stage of their financial planning journey. The Opportunity This is far more than a traditional report-writing role. You'll act as a trusted extension of the Financial Planner, attending client meetings, contributing to planning discussions, undertaking complex research and supporting the delivery and implementation of sophisticated financial planning strategies. The successful candidate will enjoy a varied, collaborative and intellectually stimulating position with significant exposure to clients and complex planning cases. Key Responsibilities Build strong working relationships with Director-level Financial Planners and their clients Attend virtual and face-to-face client meetings, taking detailed notes and documenting agreed actions Support the entire advice process from research and recommendation through to implementation and ongoing servicing Prepare high-quality suitability reports covering investments, pensions, protection and tax planning strategies Conduct technical research and analysis to support client recommendations Participate in annual client review meetings, assessing changing circumstances and planning requirements Support tax year-end planning projects and wider client initiatives Maintain accurate client records, workflows and wealth management portal information Collaborate with advisers to identify and deliver the most appropriate planning solutions Ensure all work is completed accurately, compliantly and within agreed timescales Work closely with the wider paraplanning team to maintain an efficient and flexible workflow Contribute to continuous improvement initiatives and share technical knowledge across the business About You We are looking for a technically strong and client-focused Paraplanner who enjoys building relationships and playing an active role in the advice process. Ideally You'll Have: 3-5+ years' paraplanning experience within a Financial Planning, Wealth Management or IFA environment Experience supporting advisers and high-net-worth clients across the full financial planning journey Strong technical knowledge of pensions, investments, protection, retirement planning and taxation Experience producing high-quality suitability reports with minimal supervision Confidence attending and contributing to client meetings Excellent communication and relationship-building skills Strong organisational abilities with exceptional attention to detail Experience using financial planning and back-office systems, including CRM platforms Good working knowledge of Word, Excel, Outlook and cashflow planning software such as Voyant Diploma in Regulated Financial Planning (Level 4) as a minimum Progression towards Chartered Financial Planner status What's on Offer? £50,000 - £55,000 basic salary Hybrid working arrangement Exposure to complex and rewarding financial planning cases Direct access to experienced, high-performing advisers Strong focus on professional development Support towards Chartered status Collaborative and supportive team environment Modern City of London offices Long-term career progression opportunities Apply Now If you're an ambitious Paraplanner who enjoys client interaction, technical financial planning and working alongside high-calibre advisers, we'd love to hear from you. Apply today to take the next step in your financial planning career.

Senior Planner Location: South West (Bristol or Cardiff office) Salary: Competitive Type: Full-time The Opportunity We are looking for a Senior Planner to join a growing Planning team in the South West. This role offers the opportunity to work on a diverse portfolio of projects while playing a key role in client management, project delivery, mentoring junior team members, and supporting the continued growth of the regional business. Key Responsibilities Lead and manage planning applications, appeals, and strategic planning projects. Provide clear and commercially focused planning advice to clients. Build and maintain strong relationships with clients, local authorities, and key stakeholders. Support business development activities and identify opportunities to win new work. Mentor and develop junior planners, providing guidance and technical support. Prepare high-quality reports, planning statements, and representations. Work collaboratively with colleagues across multiple disciplines to deliver successful outcomes. About You MRTPI qualified. Experience within a planning consultancy, local authority, or development environment. Strong technical planning expertise and project management skills. Excellent written and verbal communication abilities. Good knowledge of the South West planning market and policy landscape. Commercially aware with an interest in networking and business development. A collaborative team player who enjoys supporting and mentoring junior colleagues. About the Business You'll be joining a relaxed, entrepreneurial, and highly collaborative team with ambitious growth plans in the South West. The business offers genuine career progression opportunities, a supportive culture, and the chance to play an influential role in the growth of the regional Planning function. Benefits Competitive salary and benefits package. Hybrid and flexible working arrangements. Structured career progression. Ongoing professional development and support. Opportunity to contribute to the growth of an expanding team in the South West. If you are interested please do not hesitate to contact me on (phone number removed). Alternatively if this role is not for you, feel free to share it with your wider network!

Associate Director - Town Planning Location: London (Hybrid - 2-3 days per week in the office) Salary: Competitive + Car Allowance + Excellent Benefits Are you an experienced Associate Director or a Senior Planning professional ready to step into an Associate Director position? We're working with a leading multidisciplinary consultancy seeking an ambitious Associate Director to join its expanding London team. This is an outstanding opportunity for an Associate Director to play a key role in delivering some of the UK's most significant infrastructure, regeneration and development projects while leading multidisciplinary teams, developing client relationships and helping shape the future of sustainable communities. The Role As an Associate Director, you'll lead planning and consenting strategies across a diverse portfolio of major infrastructure and development projects. Working alongside environmental, engineering and design specialists, you'll manage complex planning applications, oversee project delivery and support the continued growth of the planning business. This is a client-facing leadership role offering excellent career progression, the opportunity to mentor and develop colleagues, and the chance to influence high-profile projects across transport, energy, water, residential and public sector developments. Key Responsibilities Lead planning projects across a range of sectors and markets. Act as Planning Lead on major infrastructure and development schemes. Manage multidisciplinary project teams from inception through to delivery. Lead bid preparation, tender submissions and framework responses. Build and maintain strong client relationships while identifying new business opportunities. Coordinate Environmental Impact Assessments (EIA) and wider environmental planning work. Provide project management, commercial oversight and resource planning. Mentor and support junior planners and contribute to the development of the wider planning team. About You To succeed as an Associate Director, you'll be an experienced planning professional with a strong background in delivering major infrastructure or complex development projects. You'll ideally have: A degree in Town Planning or a related discipline. RTPI Chartered Membership (or working towards). Significant experience delivering major planning applications under the TCPA. Experience working on nationally significant infrastructure projects, including DCO, Hybrid Bill, Highways Act or TWAO schemes. Strong knowledge of Environmental Impact Assessment (EIA) and planning legislation. Experience in strategic planning and planning policy. Excellent project management and commercial awareness. Proven ability to win work and develop long-term client relationships. What's on Offer Car allowance. Hybrid working (2-3 days per week in the London office). Excellent training and career development opportunities. Clear pathway to further leadership progression. Comprehensive benefits package including annual leave, wellbeing support and flexible benefits. Opportunity to work on nationally significant projects that make a lasting impact across the UK. If you're looking for your next challenge as an Associate Director and want to join a highly regarded consultancy where you'll have the autonomy to lead major projects, develop your career and help shape the future of the built environment, we'd love to hear from you. Apply today or get in touch for a confidential discussion (phone number removed) or (url removed) Reference - 68613

Client Relationship Manager - great for a senior admin / Trainee Paraplanner who wants to progress more technically. Salary: Up to £30,000 Location: Hybrid Working - 2 Days Office Based (Tuesdays & Fridays) / 3 Days Working From Home The Opportunity We are seeking an organised and client-focused Client Relationship Manager to join a growing financial planning business. This is an excellent opportunity for someone with experience within wealth management, financial planning, or financial services administration who enjoys building strong client relationships and supporting advisers to deliver an exceptional client experience. Working closely with advisers, paraplanners, and support teams, you will act as a key point of contact for clients, ensuring a seamless and professional service throughout their financial planning journey. Key Responsibilities Client Relationship Management Act as the day-to-day contact for clients. Build and maintain strong, trusted client relationships. Handle client enquiries professionally and efficiently. Deliver a high standard of client service at all times. Adviser Support Support advisers in the management of client relationships and portfolios. Prepare meeting packs, valuations, and supporting documentation. Ensure advisers are fully prepared ahead of client meetings. Assist with the implementation of recommendations and ongoing servicing requirements. Report Preparation Draft suitability reports and review documentation. Ensure documentation is accurate, compliant, and tailored to client needs. Maintain high standards of written communication and attention to detail. Annual Reviews Coordinate annual review processes. Prepare review packs and valuations. Follow up on actions arising from review meetings. Ensure clients receive a proactive and efficient service. Platform Migration Support Assist with the transfer of client assets onto a modern investment platform. Liaise with providers and internal stakeholders. Support a smooth and efficient onboarding process for clients. Administration & Workflow Management Maintain accurate client records and back-office systems. Monitor tasks and workflows to ensure deadlines are met. Ensure all client servicing activities are completed within agreed timescales. Support regulatory and compliance requirements. About You You will ideally have: Experience within a financial planning, wealth management, or financial services environment. A strong understanding of client servicing processes. Excellent written and verbal communication skills. Strong organisational and time management abilities. High attention to detail and accuracy. Confidence working with multiple stakeholders and managing competing priorities. Personal Attributes Client-focused and professional. Proactive and reliable. Strong relationship-building skills. Commercially aware. Able to work independently and as part of a team. What's on Offer? Salary up to £30,000 . Hybrid working model - Tuesdays and Fridays in the office, with three days working from home . Supportive and collaborative team environment. Opportunity to develop within a growing financial planning business. Exposure to advisers, paraplanners, and wider financial planning processes. If you're looking to take the next step in your financial services career and enjoy working in a client-focused environment, we'd love to hear from you.

A fantastic opportunity to join a well-established and highly respected financial planning firm based near Birmingham City Centre. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with several upcoming exciting projects going ahead. Working as part of a collaborative team, you'll provide technical support to Financial Planners, helping to produce high-quality suitability reports, conduct research and deliver an exceptional client experience. This is a varied role that offers the opportunity to get involved in exciting projects, making it ideal for a proactive and ambitious individual who enjoys taking ownership, building strong relationships, and contributing to the continued success of the business. We are looking for the right person who is wanting to progress and succeed within this role, someone who is willing to get involved and support with a few upcoming exciting projects going ahead. The role Create and draft reports supporting senior internal team members. Support Advisers and their clients throughout every stage of the financial planning process. Build and maintain key relationships with clients, supporting them appropriately. Review client information and prepare cashflow models, illustrations, and financial planning documents. Contribute to improving processes, systems, and the overall efficiency of the advice team. The ideal candidate will have: Previous experience in a Paraplanner or IFA role. A Financial Planning Level 4 Diploma (or equivalent). Excellent communication skills. A strong understanding of relevant legislative and regulatory requirements. If interested in this role please apply now, call Bard on for any additional information.

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.

We are currently recruiting for an exciting new role for a Senior Pension Administrator to join an expanding, innovative Investment platform firm on a hybrid basis from London. Reporting directly to the Pensions Director, you will serve as the first point of contact for technical pension and ISA queries from financial advisers and clients. You will provide expert guidance, support colleagues across Client Services, Investments, and Transfers, and ensure all pension administration activities and regulatory reporting obligations are completed accurately and on time. Key Responsibilities Act as the first line of support for technical pension and ISA queries. Complete high-volume pension administration tasks accurately and efficiently. Respond to adviser and client enquiries promptly via telephone and email. Handle complex pension cases with confidence and authority. Support the operations team with specialist technical knowledge. Manage pension regulatory reporting requirements and submission deadlines. Interpret HMRC, FCA, and other regulatory requirements to ensure ongoing compliance. Identify opportunities to improve processes and documentation. Partner with the Engineering team to automate and streamline pension administration activities through the platform. Essential Experience and Skills Significant experience working within a UK investment platform offering Pension, ISA, and GIA products. Strong hands-on experience in complex pension administration, including: Drawdown cases Death benefit processing Taxation and regulatory payments Proven knowledge of HMRC pension and ISA reporting requirements, including: Tax relief claims Annual reporting submissions This is an excellent opportunity to join a well established firm in an exciting new role where you will be rewarded with a good salary, excellent benefits package and a clear career path as well as assistance with professional qualifications. Please quote 52535 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Senior Disrepair Planner Salary: Up to £31,607 per annum, depending on experience Location: Eastleigh Hours: 37 hours per week Contract: Full-time, Permanent We're looking for an organised and proactive Healthy Homes Senior Disrepair Planner to play a key role in coordinating complex disrepair cases and ensuring residents receive a responsive, customer-focused service. You'll lead a team of Disrepair Schedulers, coordinate inspections and works, manage contractor relationships and ensure cases progress efficiently from initial inspection through to completion. Key Responsibilities Lead and support a team of Disrepair Schedulers. Coordinate complex disrepair cases, inspections and remedial works. Optimise trade diaries and allocate resources effectively. Liaise with contractors, surveyors and internal teams to keep works progressing. Monitor workloads, deadlines and legal/regulatory requirements. Ensure accurate records and compliance information are maintained. Use data and performance information to identify risks and improve service delivery. Act as a key point of contact for customers and stakeholders. Resolve issues and competing priorities while maintaining excellent customer service. Support continuous improvement across the Healthy Homes and Disrepair service. About You You'll be highly organised with experience in housing, repairs, disrepair or property maintenance, and confident coordinating multiple cases in a busy environment. You'll have strong leadership and communication skills, excellent attention to detail and the ability to make decisions, solve problems and manage competing priorities. Most importantly, you'll be customer-focused, collaborative and committed to delivering safe, healthy homes. This is an excellent opportunity for someone looking to combine planning, leadership and housing experience in a role that makes a genuine difference to residents. Benefits 28 days annual leave plus 8 Bank Holidays, with the option to buy or sell up to 5 additional days. Agile working, providing flexibility around where and when you work. Generous pension scheme, with employer contributions of up to 10%. Employee discounts with over 3,000 online and high-street retailers. Life Assurance of up to 5x annual salary. Interest-free staff loans of up to £1,000 after six months. Cycle to Work scheme. 24/7 Employee Assistance Programme offering confidential support and advice. Enhanced maternity, paternity, shared parental and adoption leave/pay. Free eye tests and contribution towards glasses for eligible colleagues. Call-out and standby payments for applicable roles. Personal development and training opportunities, including study loans and additional study leave for external qualifications. For more information or to apply, please submit your CV

Senior IFA Administrator Career Progression Join a growing Financial Planning practice where you ll play a key role in managing client relationships and have genuine opportunities to progress. Our client is a well-established and expanding Financial Planning firm looking for an experienced IFA Administrator to join its close-knit team. Supporting experience Financial Adviser's, you will also work closely with the Managing Director, taking ownership of the full client administration process. This is a senior role for someone who is confident, organised and capable of working independently. You ll also work alongside an experienced Paraplanner and have the support of a Junior Administrator. The Role You ll take responsibility for a varied portfolio of client administration, including: Managing new business, onboarding, annual reviews and ongoing client servicing. Processing investments, withdrawals, fund switches and platform instructions. Managing Letters of Authority and provider transfers from start to finish. Maintaining accurate client records using Plannr CRM. Preparing review documentation and coordinating client meetings. Acting as a key point of contact for clients, providers and platforms. Supporting model portfolio rebalancing following reviews, investments and withdrawals. Providing wider administrative support across the business. Over time, supporting annual review reports, straightforward client recommendations and maintaining financial plans using Voyant. What We re Looking For You ll ideally have: Over 2 years experience within an IFA or Financial Planning firm . A solid understanding of the financial advice process, including pensions, ISAs, investment bonds and investment platforms. Experience with AJ Bell, Aviva or Transact would be beneficial. Voyant experience would be an advantage. Excellent organisation, attention to detail and the ability to manage multiple priorities. A proactive, professional and personable approach. CII qualifications are advantageous but not essential. The firm is committed to professional development and will fund relevant industry qualifications and exams. Genuine Career Progression This role offers two clear career paths: Senior Administration Build your career as a highly valued senior administrator, taking ownership of increasingly complex responsibilities. Paraplanning Develop your technical knowledge and progress into paraplanning, gaining experience in review reports, Voyant cashflow planning and more technical client work. Why Consider It? This is a great opportunity to join a growing, supportive Financial Planning business where you ll have real responsibility, direct exposure to advisers and clients, and genuine long-term career progression. Whether you want to become a senior administration specialist or move towards paraplanning, the firm will support you in developing your career.

Senior Paraplanner Location: Fareham (On-site or Remote) - Working style flexible Salary: Up to £55,000 (Depending on experience and qualifications) Employment Type: Full-time About the Opportunity Are you a Level 6 qualified Advanced/Technical or Chartered Paraplanner looking for a role where your technical expertise truly makes an impact? This is an exciting opportunity to join a respected financial planning firm in Fareham as a Technical Client Support professional , working closely with advisers and clients to deliver high-quality, tailored financial solutions. What You'll Be Doing This is a highly technical, client-facing role where you'll be involved in every stage of the advice process. Your responsibilities will include: Client Meetings: Sitting in on client meetings alongside the adviser to understand objectives and provide technical input. Technical Analysis: Performing complex calculations, research, and cashflow modelling at Level 4/6 expertise. Report Writing: Producing detailed suitability reports in-house (with some reports outsourced to chartered paraplanners). Research & Planning: Conducting in-depth product and provider research, supporting the adviser with technical recommendations. You'll be the adviser's right-hand person for technical work, ensuring clients receive accurate, compliant, and tailored advice. About You We're looking for someone who brings: Qualifications: Level 6 Diploma in Financial Planning (essential). Experience: Strong paraplanning background with exposure to complex technical work. Skills: Excellent analytical ability, attention to detail, and strong communication skills. Mindset: A proactive, client-focused approach and ability to work collaboratively with advisers. Working Arrangements Remote or On-site: This role offers flexibility for fully remote or fully on-site working. No Hybrid: The firm does not currently offer hybrid arrangements. What's in It for You? Competitive salary up to £55,000 (depending on experience). Opportunity to work on complex technical cases and develop advanced expertise. Direct involvement in client meetings and strategic financial planning. Supportive team environment with exposure to high-quality advice processes. Ready to take your paraplanning career to the next level? Apply today and join a firm that values technical excellence and client care.

Halton Borough Council is looking for an experienced and motivated Lead Officer - Planning & Transport Policy to join its Planning and Transport Strategy team. This is a senior opportunity to take a leading role in the development and delivery of Halton's new Local Plan , ensuring that planning and transport policies reflect the latest legislation, regulations and national guidance whilst supporting the Council's ambitions for the future of the borough. Reporting to the Service Manager - Planning and Transport Strategy , you will lead and manage a small team of policy planners responsible for the development, production and maintenance of planning and transport policy and strategy documents, including the Local Development Framework. You will play a key role in leading the production of Local Plan and policy documents, monitoring their implementation and ensuring that the Council's policy function is delivered effectively. You will also provide professional planning policy advice to senior management, elected Members, Council committees and external partners. This is an excellent opportunity for an experienced planning professional with strong leadership and Local Authority experience to make a significant contribution to the future development of Halton. Key Responsibilities As Lead Officer - Planning & Transport Policy, you will: Lead the preparation and delivery of the new Local Plan, including consultation, examination, adoption, presentation, monitoring and review. Lead the development and maintenance of the Local Development Framework and associated Development Plan Documents. Manage and oversee the production of planning and transport policy and strategy documents. Prepare, monitor and review operational work programmes and project plans. Work proactively with Council departments and external partnerships on policy areas that cross organisational boundaries. Lead, manage and support a small team of planning policy professionals. Monitor team performance and establish clear targets and objectives to ensure continuous service improvement. Regularly monitor, evaluate and report on team and service performance. Support, motivate and develop team members to deliver the Council's policy objectives. Deputise for the Service Manager and Head of Service when required. Attend Council, committee, public and other relevant meetings, including occasional evening and weekend meetings. Coordinate internal training and ensure colleagues are kept informed of evolving and new planning regulations, legislation and policy. Lead and participate in cross-departmental working parties and project teams. Represent the Council at meetings with external bodies, agencies, partners and other stakeholders. Represent the Council at public inquiries where appropriate. Provide professional planning policy advice to elected Members, Boards, working groups, senior management and partners. Undertake or commission research to develop a robust evidence base for planning and transport policy and strategy. Build and maintain positive relationships with internal and external stakeholders at both local and regional level. Network effectively with other authorities, agencies, departments and relevant organisations to ensure information and best practice are shared. Respond constructively and within appropriate timescales to enquiries, complaints and Freedom of Information requests. Undertake any other duties and responsibilities appropriate to the level and nature of the role. About You We are looking for an experienced planning professional who can demonstrate strong leadership, technical expertise and the ability to operate confidently within a Local Authority environment. You will ideally have: A degree or equivalent qualification relevant to the area of responsibility and be eligible for membership of the Royal Town Planning Institute (RTPI) , or equivalent relevant professional experience within a Local Authority setting. Significant experience working within planning policy, ideally with experience of Local Plan development and delivery. Experience of working with elected Members and senior management. Proven people management experience, with the ability to motivate, develop and support staff. Strong project and programme management skills. Experience of budget management, including the ability to secure additional funding and make effective use of available resources. Detailed specialist knowledge and understanding of relevant planning legislation, regulations, standards, specifications and codes. A strong understanding of current and emerging planning policy and legislative developments. Excellent written, verbal and presentation skills. The confidence and ability to represent the Council effectively at meetings, committees, public inquiries and with external organisations. Strong organisational skills and the ability to manage competing priorities and deadlines. The ability to build effective relationships and work collaboratively across departments and organisations. Essential Requirement As the role involves regular travel across the borough and occasionally further afield, a full driving licence and access to a vehicle are essential . Where appropriate, reasonable adjustments will be made in accordance with the provisions of the Equality Act. Why Join Halton Borough Council? This is a fantastic opportunity to take a senior role in shaping the future of planning and transport policy across Halton. You will be responsible for leading a key policy function, managing a dedicated team and playing a central role in the development and delivery of the Council's new Local Plan. The role also provides the opportunity to work closely with elected Members, senior leaders, regional partners and external organisations on strategic issues affecting the borough. If you are an experienced planning professional looking for a challenging and rewarding opportunity where you can make a real impact, we would love to hear from you. Connect2Halton is a trading style of Halton & Kent Commercial Services LLP- A joint venture between Halton Borough Council & Commercial Services Kent Ltd. Connect2Halton is an equal opportunities Employment Agency & Business. It positively encourages applications from all suitably qualified and eligible candidates.

Senior IFA Administrator Gatwick, West Sussex £30,000 - £42,000 Hybrid (3 days in office, 2 days work from home) Role objective The Senior Administrator is responsible for delivering high-quality administrative, operational and client servicing support to Financial Advisers and Paraplanners, while acting as a technical expert within the administration team. The role ensures the accurate and efficient delivery of client servicing, new business, investments and pensions administration, whilst maintaining high standards of regulatory compliance, client experience and operational excellence. The Senior Administrator also supports the continuous improvement of processes and provides guidance and assistance to colleagues where appropriate. Key responsibilities Client and adviser support Work closely with Financial Advisers and Paraplanners to provide ongoing administrative and servicing support to clients, operating as part of a pooled team where required. Support advisers by collating information, preparing documentation and coordinating actions before and after client meetings. Manage client and adviser requests through to timely resolution, ensuring communications are professional, accurate and aligned to company policies and procedures. Prepare client correspondence, forms and supporting documentation to a high standard. Assist with onboarding new clients and ensure new client records are created accurately and maintained on relevant systems. Answer telephone calls and handle client enquiries professionally, escalating where appropriate. New business, investments and pensions administration Process new business and top-up submissions via relevant provider platforms, ensuring adviser instructions and compliance requirements are complete before submission. Work with provider platforms to record expectations for new monies, process switches, complete fund purchases and sales, and administer ad hoc income requests. Manage the Letter of Authority process, proactively liaising with providers to obtain information and minimise delays to client servicing Support all investment and pension administration activity, ensuring tasks are completed accurately, efficiently and within agreed timescales. Generate fee expectations, invoices and related finance information in line with internal processes. Client reviews and ongoing servicing Coordinate annual review preparation, including pre-meeting packs, follow-up actions and client annual review reports. Ensure client review meetings are arranged, monitored and completed in line with agreed service levels. Maintain accurate client records and back-office systems, ensuring all documentation is complete, up to date and compliant with regulatory and internal requirements. Undertake report writing support for advisers where required. Planning, quality and team contribution Plan, prioritise and manage workload effectively to meet deadlines and support timely client outcomes. Identify issues, risks or delays early and escalate to the Operations Manager where appropriate. Contribute to ad hoc projects, platform migration work and process improvement initiatives as required. Work flexibly across propositions and teams, demonstrating a "one team" approach. Handle client and employee data securely and in accordance with data protection requirements and company policy. Follow company procedures and regulatory requirements when handling complaints, potential breaches or service issues. Support with training of administrative staff Complete personal learning, training and assessment activity in line with individual training and competence requirements. Person specification Knowledge and experience Previous administrative experience, ideally gained within financial services or the IFA market. Advanced working knowledge of Intelliflo Office (Intelligent Office). Experience dealing with provider platforms, new business processing, investments and pensions administration. Proficient in Microsoft Office and confident learning new systems and software. Understanding of the importance of data protection, confidentiality, accurate record keeping and regulatory compliance. Skills and behaviours Excellent attention to detail and a strong commitment to accuracy. Clear, concise and professional communication skills, both verbal and written. Strong interpersonal skills with the confidence to build effective relationships with clients, advisers, colleagues and providers. Highly organised, with the ability to manage multiple tasks, prioritise effectively and meet deadlines. A collaborative, team-oriented approach with the ability to work independently when required. Flexible and adaptable, with a positive approach to change and continuous improvement. Ability to follow processes and procedures while using initiative to resolve non-standard issues, seeking support where appropriate. Excellent timekeeping and a professional approach to work. Role level guidance This is a Senior Administrator role suited to an experienced administrator with strong technical capability, a high level of accuracy and the confidence to support more complex client servicing, new business and provider platform activity with appropriate autonomy.

Office Manager Monday-Friday, 8:30am-5pm 35k-38k DOE Fully office based, with free parking on-site Our client based in Hatfield Peverel are seeking an experienced Office Manager to join the team on a permanent basis reporting into the Finance Director. This position requires the successful candidate to oversee the day-to-day operations of the business, ensuring the smooth running of office functions, customer service, financial administration, HR support, project coordination and executive support. The role acts as the operational hub of the business, supporting Directors, managing office staff, improving processes and ensuring a high level of customer service across multiple departments. Key duties will include: Oversee the day-to-day running of the office and operational functions Manage and support office staff, allocating workloads and providing training Develop, implement and continually improve company processes and procedures Produce operational reports and management information for Directors Attend management meetings and produce detailed minutes and action plans Act as the central point of contact between departments to ensure effective communication Manage office suppliers and service providers, purchasing office equipment and consumables ensuring the smooth running of the office Ensure meeting rooms and office environments remain fully operational. Manage diaries, meetings and travel arrangements Arrange UK and international travel, including flights, hotels, vehicle hire and itineraries Coordinate company events, meetings and conferences Prepare presentations and documentation for senior management Manage customer and partner enquiries, handling complaints and resolving escalated customer issues Liaise with suppliers, manufacturers and logistics providers Provide technical support coordination for engineers and partners Manage service bookings, warranty requests and spare parts enquiries Raise customer invoices, proforma invoices and sales orders Assist with credit control and debt recovery where required Monitor budgets and project costs including preparing monthly reports and financial information for management Liaise with Finance regarding payments, purchase orders and reconciliations Manage supplier accounts and negotiate pricing where appropriate Create and maintain project documentation Schedule engineers and subcontractors Ensure project planners remain up to date Assist with recruitment and on-boarding, including training new employees Maintain accurate HR records, manage holiday requests and sickness records Working alongside external HR providers where required Coordinate employee benefits including healthcare and life insurance Organise internal and external training courses including coordinating engineer training programmes Experience required: Excellent organisational and communication skills Worked within an Office Manager / Office Supervisor / Team Leader post previously Ability to manage multiple priorities simultaneously Strong problem-solving ability Financial and HR administration experience Advanced Microsoft Office skills Ability to work independently Ability to manage confidential information Sage experience would be desirable but not essential Huntress does not discriminate on the grounds of age, race, gender, disability, creed or sexual orientation and complies with all relevant UK legislation. PLEASE NOTE! You should make yourself aware of how immigration laws apply to your situation before applying for any jobs. We are acting as a Recruitment Business in relation to this role.

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step. In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients. Your responsibilities will include: Preparing accurate and compliant suitability reports Undertaking detailed product research and financial analysis Supporting Advisers with client review packs and case preparation Managing post meeting actions, liaising with providers and obtaining outstanding information Ensuring files meet compliance and internal documentation standards This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond. Paraplanner Requirements Essential: Experience as a Paraplanner or Senior IFA Administrator Essential: Strong pensions and investments knowledge Essential: Experience writing suitability reports Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it) Desirable: Experience using financial planning software or cashflow tools The Company A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly. Paraplanner Benefits Salary typically in the region of £40,000 - £45,000 depending on experience Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Supportive working environment with long term progression opportunities Location Ideal for candidates within commuting distance of Meriden. If you feel this Paraplanner job may be the right next step in your career, click Apply. 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: Cheltenham Salary: Up to £55,000 Duration: Full time, Permanent, Hybrid, Part-Time We are working with a Chartered Independent Financial Adviser based in Gloucestershire 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 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

Senior Space Planner - Retail Senior Space Planner - Retail The location of the role is Paddington, London (hybrid working). The duration of the contract is 6 months. The pay rate on offer is £300 - £375 per day (via Umbrella agency). The client is a multinational high-street retailer click apply for full job details

Landscape Architects / Landscape Planners (LVIA Specialists) Location: Birmingham (but also consider remote for senior Landscape Architects) Assistant Senior Principal opportunities UK Wide Hybrid & Remote options available Assistant / Consultant: £28,000 £35,000 Landscape Planner / Consultant: £35,000 £45,000 Senior: £45,000 £55,000 Principal: £55,000 £70,000+ I am working with a growing multidisciplinary environmental and planning consultancy, based in Birmingham, who are expanding their Landscape Planning team following a strong pipeline of residential and strategic land development projects across the UK. They are looking to speak with Landscape Architects and Landscape Planners who actively use LVIA as part of the design and planning process, rather than purely report writing. This is a particularly good move for candidates who enjoy influencing masterplanning decisions early in the planning lifecycle. The Role You would be joining an established planning and environmental team in Birmingham, supporting major residential and strategic development schemes, including new settlements and large-scale planning applications. Your work would typically involve: Landscape & Visual Impact Assessments (LVIA) Townscape & Visual Impact Assessments (TVIA) Landscape capacity appraisals Green Belt reviews Viewpoint and site analysis Planning strategy and mitigation advice Collaboration with planners, ecologists, and urban designers Client meetings and project workshops This is not just a desk-based reporting role the position sits within the design and planning process and offers real project influence. What They re Looking For Experience producing LVIAs (essential) Strong understanding of the UK planning system Residential or strategic land development experience (ideal) Ability to manage projects or contribute to project delivery Good written communication and report writing CAD and/or Adobe Creative Suite GIS (desirable but not essential) Qualifications Landscape Institute-accredited degree in Landscape Architecture CMLI or working towards CMLI UK driving licence (for site work) Why Consider the Move? Major national planning and development projects Clear pathway to Senior / Principal level Mentoring and leadership opportunities Involvement in masterplanning decisions (not just assessment) Flexible working structure Locations: Hybrid options across England (multiple offices) plus remote working considered. Typical salary ranges currently seen in the market: Assistant / Consultant: £28,000 £35,000 Landscape Planner / Consultant: £35,000 £45,000 Senior: £45,000 £55,000 Principal: £55,000 £70,000+ The consultancy works on a wide range of planning and development projects and is expanding due to sustained project demand and growth rather than replacement hiring. If you are even passively curious about what your experience is worth in the current market, feel free to get in touch for a confidential conversation. If you are eager to seize this opportunity or wish to explore other roles, click "Apply Now" or get in touch with Tim Joannides at Pebble Recruitment. Interested? Please APPLY NOW or call us on the phone number shown for a confidential chat.

Paraplanner Location: Sheffield Salary: Up to £45,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Sheffield 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 £45,000 1 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status Flexible working hours policy 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

Major Applications Team Leader Location: Stratford-upon-Avon (Hybrid Working) Rate: Negotiable Contract: 6 Months Temporary Contract Start Date: 7th September 2026 Hours: 37 Hours per Week The Opportunity We are recruiting for an experienced Major Applications Team Leader to join a busy Planning Applications service on an interim basis. This is an excellent opportunity for a highly skilled planning professional to lead a team managing a significant caseload of major planning applications within a district experiencing considerable development pressure. Working within the Development Service, you will provide leadership and operational oversight to a team comprising an Assistant Team Leader and 10 Senior Planners, ensuring applications are progressed efficiently and effectively through to determination. Key Responsibilities Manage and support a team of planning professionals dealing with major planning applications. Provide leadership, guidance and technical expertise across complex planning matters. Review, sign off and authorise planning reports. Support officers in progressing applications through the planning process and committee stages. Assist with expediting decision-making and improving application turnaround times. Present and attend Planning Committee meetings, held regularly on Wednesday evenings in Stratford-upon-Avon. Work collaboratively with internal stakeholders, elected members, developers and consultees. Undertake site visits across the district as required. About You To be considered for this role, you will possess: Chartered Membership of the Royal Town Planning Institute (RTPI). Extensive experience managing major planning applications within a local authority environment. Proven experience leading and managing planning teams. Strong report writing and decision-making skills. Significant experience presenting applications and recommendations to Planning Committees. Excellent communication, stakeholder management and leadership capabilities. Desirable Experience Experience working within an authority without a five-year housing land supply. Background in managing planning challenges associated with significant development pressures. Experience driving service improvements and expediting planning processes. Working Arrangements Hybrid working available. Minimum office attendance of two days per week. Regular attendance at Planning Committee meetings and district-wide site visits required. Apply Now If you are an experienced Planning Manager or Major Applications Team Leader looking for your next interim assignment, we'd like to hear from you. Apply today with your CV to be considered for this opportunity. Blue Arrow is proud to be a Disability Confident Employer and is committed to helping find great work opportunities for great people.

Paraplanner Location: Stamford Salary: Up to £50,000 Duration: Full time, Permanent We are working with a Chartered Independent Financial Adviser based in Stamford 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 £50,000 2 days a week working from home 25 days annual leave bank holidays Company Bonus scheme Study support to Chartered Status 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