Construction Planner (Civils) Location: Gatwick Airport Working Pattern: (Hybrid - 3 days office / 2 days remote) Contract Type: Permanent Department: Construction Salary: £60,000pa - £66,000pa + 5% Welcome Bonus + £1,000 Flex Allowance + up to 15% Bonus + other excellent benefits What's the role? As a Construction Planner (Airfields & Civils), you'll provide a full planning service across a range of high-impact infrastructure projects, from airfield upgrades and next-generation security facilities to major resurfacing and expansion works. You'll operate across all stages of the project lifecycle, supporting schemes valued up to £50m ensuring robust scheduling, performance tracking, and integration within a live operational environment.This is an opportunity to work at the centre of a fast-paced, highly collaborative environment, where no two days are the same. Key Responsibilities: Develop and maintain comprehensive project delivery schedules with clear milestones and critical paths. Coordinate work sequences and interdisciplinary interfaces to align with the integrated programme. Conduct schedule monitoring, progress analysis, and recovery planning where required. Review and assess contractor schedules for acceptance, performance variance, and delay analysis. Support the development of Work Breakdown Structures (WBS), Cost Breakdown Structures (CBS), and resource loading models. Manage contract programme assessments and compensation event evaluations under NEC contracts. Provide accurate reporting on schedule performance, quantity tracking, and resource forecasts. What We're Looking For: Degree or postgraduate qualification (or equivalent experience) in construction, engineering, or a related discipline. Minimum 3 years' experience in planning roles on major projects (£10m+). Proficiency in Primavera P6 and Microsoft Excel is essential. Experience with infrastructure or civils projects in live operational environments (e.g. airports, rail, or highways) desirable. Knowledge of NEC contract forms. Strong analytical, reporting, and communication skills. Resilient, adaptable, and able to work effectively in a complex, evolving environment. What's in it for you: We offer a competitive rewards package designed to support your wellbeing, professional growth, and financial security: 5% Welcome Bonus Up to 15% Performance Bonus £1,000 Flex Allowance Healthcare scheme, life and disability insurance Professional training and development Paid professional subscriptions High street and restaurant discounts Discounted travel and free staff parking Volunteer days and wellbeing initiatives You'll also benefit from a hybrid working model , and the chance to be part of a team that delivers projects that millions of people experience every year.
Mar 17, 2026
Full time
Construction Planner (Civils) Location: Gatwick Airport Working Pattern: (Hybrid - 3 days office / 2 days remote) Contract Type: Permanent Department: Construction Salary: £60,000pa - £66,000pa + 5% Welcome Bonus + £1,000 Flex Allowance + up to 15% Bonus + other excellent benefits What's the role? As a Construction Planner (Airfields & Civils), you'll provide a full planning service across a range of high-impact infrastructure projects, from airfield upgrades and next-generation security facilities to major resurfacing and expansion works. You'll operate across all stages of the project lifecycle, supporting schemes valued up to £50m ensuring robust scheduling, performance tracking, and integration within a live operational environment.This is an opportunity to work at the centre of a fast-paced, highly collaborative environment, where no two days are the same. Key Responsibilities: Develop and maintain comprehensive project delivery schedules with clear milestones and critical paths. Coordinate work sequences and interdisciplinary interfaces to align with the integrated programme. Conduct schedule monitoring, progress analysis, and recovery planning where required. Review and assess contractor schedules for acceptance, performance variance, and delay analysis. Support the development of Work Breakdown Structures (WBS), Cost Breakdown Structures (CBS), and resource loading models. Manage contract programme assessments and compensation event evaluations under NEC contracts. Provide accurate reporting on schedule performance, quantity tracking, and resource forecasts. What We're Looking For: Degree or postgraduate qualification (or equivalent experience) in construction, engineering, or a related discipline. Minimum 3 years' experience in planning roles on major projects (£10m+). Proficiency in Primavera P6 and Microsoft Excel is essential. Experience with infrastructure or civils projects in live operational environments (e.g. airports, rail, or highways) desirable. Knowledge of NEC contract forms. Strong analytical, reporting, and communication skills. Resilient, adaptable, and able to work effectively in a complex, evolving environment. What's in it for you: We offer a competitive rewards package designed to support your wellbeing, professional growth, and financial security: 5% Welcome Bonus Up to 15% Performance Bonus £1,000 Flex Allowance Healthcare scheme, life and disability insurance Professional training and development Paid professional subscriptions High street and restaurant discounts Discounted travel and free staff parking Volunteer days and wellbeing initiatives You'll also benefit from a hybrid working model , and the chance to be part of a team that delivers projects that millions of people experience every year.
We're working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge. This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development. You'll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base. Key Responsibilities Produce detailed and compliant suitability reports and recommendation letters Conduct research and analysis to identify appropriate financial planning solutions Perform cashflow modelling and prepare tax calculations where required Liaise with providers and third parties to obtain investment and policy information Support client review meetings and maintain accurate, compliant client files Ensure adherence to FCA principles, compliance standards, and internal processes Collaborate and share best practice with colleagues, including peer reviews and technical support About You Level 4 Diploma in Financial Planning (minimum) Proven experience as a Paraplanner within Financial Services Strong technical knowledge across investments, pensions, and protection Excellent written and verbal communication skills Methodical, detail-oriented, and highly organised approach to workload Confident using Microsoft Office (advanced Word/Excel) and provider platforms Passionate about personal development, with ambitions to progress toward Advanced Diploma or Chartered Status The Benefits Salary: Up to £47,000 (with potential to £50,000 for exceptional candidates) Hybrid working: 3 days office / 2 days home 30 days holiday + bank holidays + 3 celebratory days (for birthdays, volunteering, wellbeing, etc.) Private medical insurance, 24/7 digital GP, and Employee Assistance Programme Group pension, life assurance, enhanced family leave, eyecare vouchers Genuine career development opportunities - become a technical expert or progress into a planning role This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a progressive, supportive, and professional environment.
Mar 17, 2026
Full time
We're working with a highly respected and forward-thinking Wealth Management firm offering a fantastic opportunity for an experienced Paraplanner to join their established team in Cambridge. This firm takes pride in delivering exceptional client outcomes through a collaborative approach to financial planning, supported by cutting-edge technology and a strong culture of professional development. You'll be joining a growing Paraplanning Centre of Excellence, working closely with experienced Financial Planners and Client Executives to deliver bespoke, compliant, and high-quality advice to a diverse client base. Key Responsibilities Produce detailed and compliant suitability reports and recommendation letters Conduct research and analysis to identify appropriate financial planning solutions Perform cashflow modelling and prepare tax calculations where required Liaise with providers and third parties to obtain investment and policy information Support client review meetings and maintain accurate, compliant client files Ensure adherence to FCA principles, compliance standards, and internal processes Collaborate and share best practice with colleagues, including peer reviews and technical support About You Level 4 Diploma in Financial Planning (minimum) Proven experience as a Paraplanner within Financial Services Strong technical knowledge across investments, pensions, and protection Excellent written and verbal communication skills Methodical, detail-oriented, and highly organised approach to workload Confident using Microsoft Office (advanced Word/Excel) and provider platforms Passionate about personal development, with ambitions to progress toward Advanced Diploma or Chartered Status The Benefits Salary: Up to £47,000 (with potential to £50,000 for exceptional candidates) Hybrid working: 3 days office / 2 days home 30 days holiday + bank holidays + 3 celebratory days (for birthdays, volunteering, wellbeing, etc.) Private medical insurance, 24/7 digital GP, and Employee Assistance Programme Group pension, life assurance, enhanced family leave, eyecare vouchers Genuine career development opportunities - become a technical expert or progress into a planning role This is a fantastic opportunity for an experienced Paraplanner looking to take the next step in their career within a progressive, supportive, and professional environment.
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. 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.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. 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.
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. 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.
Mar 17, 2026
Full time
Financial Planner £50,000 to £65,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. 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.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. 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.
Mar 17, 2026
Full time
Financial Planner £55,000 to £70,000 plus benefits and bonus Financial Advisor required by this wealth management firm that provides individual advice to HNW clients across retirement, investments, IHT and Trusts. Following continued new business growth, advisor retirements and increased portfolio workloads they now need to add to the advice team. You will be responsible for - Providing advice across the full spectrum of financial planning Inherit and service an existing client bank including review work Dealing with new business leads Generating revenue through other networking and referrals Candidates will be recently/newly qualified Advisors within the wealth management sector with minimum Level 4 qualifications and minimum 12-18 months client facing experience. Vast majority of client meetings are conducted in the office so you will typically be in the office most days. 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.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 17, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Mar 17, 2026
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
Mar 17, 2026
Full time
We are proud to be supporting a leading national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Responsibilities: Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client. Experience: Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package including bonus, enhanced pension, and plenty of opportunities for career progression and support with professional development / qualifications.
A highly respected and established investment management firm is seeking an experienced Senior Paraplanner to join their growing Wealth Planning team. This is a career-defining role for a technically strong, client-focused professional who wants to work on complex cases - not a templated report writing role. This is also a fully remote opportunity, with just four office visits per year (quarterly) to their central London office. You'll work closely with the Head of Wealth and play a central role in supporting a high-quality, bespoke service to HNW clients. Key Responsibilities: Analyse client information to develop tailored advice Provide technical support including cashflow modelling and investment analysis Prepare detailed suitability and recommendation reports Liaise with clients and providers to gather necessary information Manage complex client cases end-to-end, maintaining high accuracy and standards Assist in process development and potentially mentor junior team members What We're Looking For: Minimum 5 years' experience in a paraplanning role Excellent technical knowledge in pensions, investments, and financial planning Confident working directly with clients and managing high-value cases Proficient in Voyant, FE Analytics, and Microsoft Office Chartered Financial Planner (or working towards) A proactive, detail-driven, and commercially aware individual Ideally someone who has implemented processes or led a small team What's on Offer: Salary between £50,000 - £60,000+ (potential flexibility for exceptional candidates) Discretionary annual bonus Fully remote working setup (with travel to London 4x/year) Supportive, collaborative culture Exposure to interesting and varied work with high-calibre clients If you're a career Paraplanner who thrives in a fast-paced, high-trust environment and wants the freedom of remote work without sacrificing the quality of your day-to-day role - we'd love to hear from you.
Mar 17, 2026
Full time
A highly respected and established investment management firm is seeking an experienced Senior Paraplanner to join their growing Wealth Planning team. This is a career-defining role for a technically strong, client-focused professional who wants to work on complex cases - not a templated report writing role. This is also a fully remote opportunity, with just four office visits per year (quarterly) to their central London office. You'll work closely with the Head of Wealth and play a central role in supporting a high-quality, bespoke service to HNW clients. Key Responsibilities: Analyse client information to develop tailored advice Provide technical support including cashflow modelling and investment analysis Prepare detailed suitability and recommendation reports Liaise with clients and providers to gather necessary information Manage complex client cases end-to-end, maintaining high accuracy and standards Assist in process development and potentially mentor junior team members What We're Looking For: Minimum 5 years' experience in a paraplanning role Excellent technical knowledge in pensions, investments, and financial planning Confident working directly with clients and managing high-value cases Proficient in Voyant, FE Analytics, and Microsoft Office Chartered Financial Planner (or working towards) A proactive, detail-driven, and commercially aware individual Ideally someone who has implemented processes or led a small team What's on Offer: Salary between £50,000 - £60,000+ (potential flexibility for exceptional candidates) Discretionary annual bonus Fully remote working setup (with travel to London 4x/year) Supportive, collaborative culture Exposure to interesting and varied work with high-calibre clients If you're a career Paraplanner who thrives in a fast-paced, high-trust environment and wants the freedom of remote work without sacrificing the quality of your day-to-day role - we'd love to hear from you.
Service Service Employment Agency Limited
Norwich, Norfolk
My client is looking for an experienced Paraplanner (or suitable administration professional with a desire to move into Paraplanning) to join their established Financial Planning support team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is ideally looking for a candidate who is level four qualified with two plus years of exposure to Paraplanning, however my client is open to considering someone who has passed four of the six CII exams with some exposure to report writing. This role has arisen through an internal promotion of one of my client existing Paraplanners into an advice position which should serve as inspiration to anyone applying for this role who has aspirations to become a Financial Planner. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. Role purpose This role involves providing vital support to my clients team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may on occasion be expected to act as the technical interface between the consultants and the clients, which is valuable exposure in your career progression. Responsibilities Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients Developing and maintaining a good working relationship with financial institutions Maintaining and developing knowledge in all areas of financial planning Attending client meetings Achieving personal targets set by department Maintaining a good working relationship with existing clients Research - products, investment solutions and financial planning strategies Report writing - production of compliant reports/suitability letters Develop client bank for both existing and new clients (if applicable) Ensure all business is conducted in an ethical and compliant manner Skills required Research & reporting skills Co-ordination skills Financial planning technical skills. Organisation and prioritisation skills Communication skills Time Management skills Interpersonal skills Qualifications and experience Financial Planning Certificate Diploma required (or working towards) Minimum of 3 years experience in similar environment (desirable) Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
Mar 17, 2026
Full time
My client is looking for an experienced Paraplanner (or suitable administration professional with a desire to move into Paraplanning) to join their established Financial Planning support team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is ideally looking for a candidate who is level four qualified with two plus years of exposure to Paraplanning, however my client is open to considering someone who has passed four of the six CII exams with some exposure to report writing. This role has arisen through an internal promotion of one of my client existing Paraplanners into an advice position which should serve as inspiration to anyone applying for this role who has aspirations to become a Financial Planner. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. Role purpose This role involves providing vital support to my clients team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may on occasion be expected to act as the technical interface between the consultants and the clients, which is valuable exposure in your career progression. Responsibilities Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients Developing and maintaining a good working relationship with financial institutions Maintaining and developing knowledge in all areas of financial planning Attending client meetings Achieving personal targets set by department Maintaining a good working relationship with existing clients Research - products, investment solutions and financial planning strategies Report writing - production of compliant reports/suitability letters Develop client bank for both existing and new clients (if applicable) Ensure all business is conducted in an ethical and compliant manner Skills required Research & reporting skills Co-ordination skills Financial planning technical skills. Organisation and prioritisation skills Communication skills Time Management skills Interpersonal skills Qualifications and experience Financial Planning Certificate Diploma required (or working towards) Minimum of 3 years experience in similar environment (desirable) Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events
Independent Financial Adviser Fareham or Dorchester or Chiswick (W. London) Hybrid or Office Based OTE £80,000 - £100,000+ An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients. The role can be office based, hybrid or possibly even remote. There are offices in Fareham, Dorchester and Chiswick which can be used for client meetings. The administration and management team are based at the head office in Fareham. In return there is a competitive, negotiable package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career. You will be minimum of Diploma and have experience as a Financial Adviser / Planner. This role may suit a Mortgage Adviser who is looking to move into Wealth Planning and has started working through the DipFA exams. Please send your CV to Douglas McDougall for more information on this opportunity.
Mar 17, 2026
Full time
Independent Financial Adviser Fareham or Dorchester or Chiswick (W. London) Hybrid or Office Based OTE £80,000 - £100,000+ An award winning Chartered Independent Financial Planning firm is looking to appoint a financial adviser or IFA. They have been trading for over 20 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients. The role can be office based, hybrid or possibly even remote. There are offices in Fareham, Dorchester and Chiswick which can be used for client meetings. The administration and management team are based at the head office in Fareham. In return there is a competitive, negotiable package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career. You will be minimum of Diploma and have experience as a Financial Adviser / Planner. This role may suit a Mortgage Adviser who is looking to move into Wealth Planning and has started working through the DipFA exams. Please send your CV to Douglas McDougall for more information on this opportunity.
Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice? This is an exceptional opportunity to join one of East Anglia's premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M. The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment. The Role: As a Client Manager, you'll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you'll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently. This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth. Key responsibilities include: Managing and coordinating the full client journey across multiple advice areas Acting as a trusted point of contact for clients and building lasting relationships Preparing financial plans, reports, and supporting documents Working collaboratively within a dedicated advice team to deliver outstanding service Ensuring compliance and attention to detail across all advice activities About You: This role will suit someone who is: Level 6 Diploma qualified (or currently working towards) An experienced paraplanner looking to transition into advice A confident communicator who enjoys client interaction Highly organised, proactive, and detail-focused Ambitious, with long-term aspirations to become a Chartered Financial Planner What's on Offer: First-class working environment - professional, collaborative, and supportive Hybrid & flexible working - 3 days in the office, 2 days remote, flexi hours Structured career development - clear pathway into advice with mentoring and study support High-quality clients - exposure to UHNW individuals and complex financial planning No sales targets - focus purely on delivering exceptional client outcomes If you're ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we'd love to hear from you.
Mar 17, 2026
Full time
Are you a talented Level 6 qualified Paraplanner (or working towards) ready to step up into advice? This is an exceptional opportunity to join one of East Anglia's premier private wealth management firms, working with clients who have investable assets ranging from £1M-£20M. The firm is renowned for delivering bespoke financial planning and investment advice to high-net-worth individuals and families. With a culture built on professionalism, technical excellence and client care, this role offers a genuine opportunity to transition into an advisory career - in a highly supportive, non-sales environment. The Role: As a Client Manager, you'll play a key part in supporting the advice process from start to finish. Working closely with Senior and Associate Advisers, you'll act as the central point of contact for clients - ensuring their financial plans are delivered seamlessly and efficiently. This position bridges the gap between paraplanning and advice, making it ideal for someone ready to move into a client-facing role while continuing to develop technical depth. Key responsibilities include: Managing and coordinating the full client journey across multiple advice areas Acting as a trusted point of contact for clients and building lasting relationships Preparing financial plans, reports, and supporting documents Working collaboratively within a dedicated advice team to deliver outstanding service Ensuring compliance and attention to detail across all advice activities About You: This role will suit someone who is: Level 6 Diploma qualified (or currently working towards) An experienced paraplanner looking to transition into advice A confident communicator who enjoys client interaction Highly organised, proactive, and detail-focused Ambitious, with long-term aspirations to become a Chartered Financial Planner What's on Offer: First-class working environment - professional, collaborative, and supportive Hybrid & flexible working - 3 days in the office, 2 days remote, flexi hours Structured career development - clear pathway into advice with mentoring and study support High-quality clients - exposure to UHNW individuals and complex financial planning No sales targets - focus purely on delivering exceptional client outcomes If you're ready to take the next step in your financial planning career and want to join a forward-thinking firm with an exceptional reputation, we'd love to hear from you.
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Mar 17, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Mar 17, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
Mar 17, 2026
Full time
Basic Up to £50k + Package + Bonuses - book of existing clients provided, plus additional leads Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth. Due to substantial growth the firm are looking to recruit a Trainee Financial Planner. We would be interested to hear from Mortgage Advisors/Paraplanners/Trainee Wealth Planners who are looking to progress their careers and deal with a book of existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place. Plus lots of training! The Company offer an excellent package including an excellent basic salary, uncapped bonuses and career development. To apply for the Trainee Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 98765
