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Cranleigh Personnel
Senior Paraplanner/Technical Reviewer
Cranleigh Personnel Canterbury, Kent
Senior Paraplanner / Technical Reviewer Canterbury (flexible working considered) £40,000 - £50,000 (depending on experience) Full time - 8:30am to 5:00pm with a 1 hour lunch break Client Overview This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams. This opportunity would suit an experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role. Role Details Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards. Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases. Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments. Providing constructive feedback to advisers and paraplanners where improvements or amendments are required. Identifying trends in advice quality and helping improve technical standards across the team. Working closely with compliance and training teams to support consistent advice quality across the firm. Benefits / Details £40,000 - £50,000 salary depending on experience. 26 days holiday plus bank holidays. 5% pension contribution, medical cashback plan and death-in-service cover. Occupational sick pay and additional voluntary benefits. Flexible working arrangements can be discussed. So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Mar 19, 2026
Full time
Senior Paraplanner / Technical Reviewer Canterbury (flexible working considered) £40,000 - £50,000 (depending on experience) Full time - 8:30am to 5:00pm with a 1 hour lunch break Client Overview This role sits within an award-winning, Chartered independent financial planning and wealth management firm with over 120 professionals across offices in London and the South. The firm provides holistic financial planning advice to individuals, families and businesses and is known for maintaining exceptionally high technical standards across its advice teams. This opportunity would suit an experienced Senior Paraplanner, Diploma qualified, who enjoys the technical side of financial planning and is interested in moving into a role focused on reviewing and improving the quality of advice delivered across the business. This position is ideal for an experienced Paraplanner with at least five years' experience who is ready to step into a more senior oversight role. Role Details Reviewing suitability reports and technical research produced by the paraplanning team to ensure they meet the firm's quality and regulatory standards. Carrying out technical quality assurance checks across pensions, investments and holistic financial planning cases. Assessing the suitability of advice recommendations, including complex areas such as pension transfers and higher-risk investments. Providing constructive feedback to advisers and paraplanners where improvements or amendments are required. Identifying trends in advice quality and helping improve technical standards across the team. Working closely with compliance and training teams to support consistent advice quality across the firm. Benefits / Details £40,000 - £50,000 salary depending on experience. 26 days holiday plus bank holidays. 5% pension contribution, medical cashback plan and death-in-service cover. Occupational sick pay and additional voluntary benefits. Flexible working arrangements can be discussed. So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.
Howells Solutions Limited
Repairs Planner - Social Housing
Howells Solutions Limited
Repairs Planner / Scheduler - Social Housing Repairs & Maintenance Full-Time, permanent Based in Kingston 28,000 per annum Are you an experienced Repairs Planner? If so, we may be able to help you! We are working with a leading, UK contractor to find an experienced and proactive Repairs Planner / Scheduler to join their team, working on repairs and maintenance within social housing. This is a full time, permanent position based in Kingston. For this role, you must have experience as a Planner / Scheduler working on a Social Housing contract, either for a main contractor or RSL (Social Landlord), along with excellent time management and communication skills. You will also have experience of using a repairs and maintenance software. Planner / Scheduler Responsibilities: Managing calls on system Managing operatives diaries General administration Planning repairs and maintenance requests to the relevant operative Ensure trade skill sets and location parameters are working effectively Liaising with operatives, tenants and the Client Document Control - Ensure worksheets are received and checked Work towards individual and client KPI's Deal with council and private housing contracts, planning and scheduling routine, essential and emergency property maintenance works Tracking and monitoring to completion Liaison with in-house and 3rd party engineers and tradesmen and council operatives to plan appointments, materials and logistics and reorganising of schedules Organisation of external supply companies Ensuring all trades are readied and present on-site and works completed in-line with committed client completion dates Be able to work in a fast paced demanding role with constant collaboration with key stakeholders, clients, councils, housing agents, suppliers and trades You will be working for a modern, forward thinking business; that believes the strengths, skills and personalities of their people are the key to the groups success. If you are interested please apply online now, or call Meg on (phone number removed) for more information
Mar 19, 2026
Full time
Repairs Planner / Scheduler - Social Housing Repairs & Maintenance Full-Time, permanent Based in Kingston 28,000 per annum Are you an experienced Repairs Planner? If so, we may be able to help you! We are working with a leading, UK contractor to find an experienced and proactive Repairs Planner / Scheduler to join their team, working on repairs and maintenance within social housing. This is a full time, permanent position based in Kingston. For this role, you must have experience as a Planner / Scheduler working on a Social Housing contract, either for a main contractor or RSL (Social Landlord), along with excellent time management and communication skills. You will also have experience of using a repairs and maintenance software. Planner / Scheduler Responsibilities: Managing calls on system Managing operatives diaries General administration Planning repairs and maintenance requests to the relevant operative Ensure trade skill sets and location parameters are working effectively Liaising with operatives, tenants and the Client Document Control - Ensure worksheets are received and checked Work towards individual and client KPI's Deal with council and private housing contracts, planning and scheduling routine, essential and emergency property maintenance works Tracking and monitoring to completion Liaison with in-house and 3rd party engineers and tradesmen and council operatives to plan appointments, materials and logistics and reorganising of schedules Organisation of external supply companies Ensuring all trades are readied and present on-site and works completed in-line with committed client completion dates Be able to work in a fast paced demanding role with constant collaboration with key stakeholders, clients, councils, housing agents, suppliers and trades You will be working for a modern, forward thinking business; that believes the strengths, skills and personalities of their people are the key to the groups success. If you are interested please apply online now, or call Meg on (phone number removed) for more information
Radley Recruitment
Paraplanner
Radley Recruitment Farnborough, Hampshire
Paraplanner (Diploma 4 Qualified) - Salary £45,000- £50,000 DOE + Excellent Benefits Based: Home Based / Office each month We are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's. Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 4-5 years whole of market Holistic Paraplanning experience. Key Responsibilities: Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched. Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards regarding service standards and productivity. Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Work in a team and manage individual targets for work Essential Skills and Experience: Several years' experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential Experience of working within an IFA firm is ideal used to working to targets Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Ideally fully Diploma 4 qualified and keen to become Chartered. Strong organisational skills with good IT skills are essential. Excellent communication skills and high level of numeracy is essential This is a great opportunity for a motivated and professional holistic Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
Mar 19, 2026
Full time
Paraplanner (Diploma 4 Qualified) - Salary £45,000- £50,000 DOE + Excellent Benefits Based: Home Based / Office each month We are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's. Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 4-5 years whole of market Holistic Paraplanning experience. Key Responsibilities: Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched. Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards regarding service standards and productivity. Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Work in a team and manage individual targets for work Essential Skills and Experience: Several years' experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential Experience of working within an IFA firm is ideal used to working to targets Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Ideally fully Diploma 4 qualified and keen to become Chartered. Strong organisational skills with good IT skills are essential. Excellent communication skills and high level of numeracy is essential This is a great opportunity for a motivated and professional holistic Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working. Full training will be provided for the successful candidate on our Client's business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.
Regen Solutions
Repairs Planner
Regen Solutions Kingston Upon Thames, London
Repairs Planner (Social Housing) Location: Kingston upon Thames Salary: 28,000 per annum We are currently recruiting for an experienced Repairs Planner to join a well-established organisation within the social housing sector. This is an excellent opportunity for someone with a strong background in scheduling and coordination who is looking to further develop their career in a fast-paced, customer-focused environment. The Role As a Repairs Planner, you will play a key role in coordinating maintenance and repair works, ensuring that operatives are effectively scheduled and that all jobs are completed within agreed service levels. You will act as a central point of contact between tenants, operatives, and internal teams, delivering a high standard of customer service at all times. Key Responsibilities Scheduling and planning repairs and maintenance works for operatives Managing diaries to ensure maximum productivity and efficiency Handling inbound and outbound calls from tenants, contractors, and internal teams Prioritising emergency and urgent repair requests Monitoring job progress and ensuring works are completed within SLAs Liaising with operatives and subcontractors to resolve scheduling issues Updating systems accurately with job status, notes, and outcomes Delivering excellent customer service and managing tenant expectations Requirements Previous experience working in a repairs planning or scheduling role within social housing is essential Strong organisational and time management skills Ability to work in a fast-paced environment and manage competing priorities Excellent communication skills, both verbal and written Experience using scheduling systems and housing management software A proactive and problem-solving approach What's on Offer Salary of 28,000 per annum Stable, full-time opportunity Supportive team environment Opportunity to develop within the social housing sector This role is ideal for someone who thrives under pressure, enjoys problem-solving, and is passionate about delivering a high-quality service to residents.
Mar 19, 2026
Full time
Repairs Planner (Social Housing) Location: Kingston upon Thames Salary: 28,000 per annum We are currently recruiting for an experienced Repairs Planner to join a well-established organisation within the social housing sector. This is an excellent opportunity for someone with a strong background in scheduling and coordination who is looking to further develop their career in a fast-paced, customer-focused environment. The Role As a Repairs Planner, you will play a key role in coordinating maintenance and repair works, ensuring that operatives are effectively scheduled and that all jobs are completed within agreed service levels. You will act as a central point of contact between tenants, operatives, and internal teams, delivering a high standard of customer service at all times. Key Responsibilities Scheduling and planning repairs and maintenance works for operatives Managing diaries to ensure maximum productivity and efficiency Handling inbound and outbound calls from tenants, contractors, and internal teams Prioritising emergency and urgent repair requests Monitoring job progress and ensuring works are completed within SLAs Liaising with operatives and subcontractors to resolve scheduling issues Updating systems accurately with job status, notes, and outcomes Delivering excellent customer service and managing tenant expectations Requirements Previous experience working in a repairs planning or scheduling role within social housing is essential Strong organisational and time management skills Ability to work in a fast-paced environment and manage competing priorities Excellent communication skills, both verbal and written Experience using scheduling systems and housing management software A proactive and problem-solving approach What's on Offer Salary of 28,000 per annum Stable, full-time opportunity Supportive team environment Opportunity to develop within the social housing sector This role is ideal for someone who thrives under pressure, enjoys problem-solving, and is passionate about delivering a high-quality service to residents.
Berrys
Associate Rural Chartered Surveyor
Berrys Towcester, Northamptonshire
Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary development team made up of engineers, surveyors, archaeologists, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. A strategic requirement has arisen within the Rural Surveying team in the Towcester office for a Chartered Surveyor to grow Berrys provision in the area. The ideal candidate will be MRICS-qualified and possess a strong understanding of the rural landscape, having had plentiful experience of a wide range of professional work. The successful candidate would have a track record of growing teams, creating brand awareness and establishing strong networks and relationships. Associate Rural Chartered Surveyor - Operational Requirements: Be the internal figurehead of our Rural Surveyors offer within the Towcester office and be the go-to for technical expertise. Lead on complex rural estate strategies, advising landowners, investors and institutions on long?term asset optimisation. Experienced with hands-on experience in rural tenancy management, including Farm Business Tenancies and Agricultural Holdings Act Tenancies. Identify new opportunities, build networks and contribute to the Berrys growth strategy in rural consultancy. Whilst the role will have a strategic focus, it is expected that candidates also deliver on their delivery obligations, working alongside the team to coordinate and provide expert advice to clients. Offer support to other members of the team and help to grow and develop their knowledge and understanding. Ensure compliance with RICS standards, agricultural policy and environmental legislation, while anticipating regulatory changes Demonstrate a strong understanding of the financial requirements of our business and shape the way the team works to increase efficiency, productivity and profitability. Associate Rural Chartered Surveyor - Strategic Requirements: Quickly gain a strong understanding of the business model, our various service offerings and critically how they work together to create a unique offer to our clients. Utilise a track record of marketing, business development and brand awareness to demonstrably grow our development offer within Northamptonshire. Create a strong network of developers, landowners, property owners, occupiers and investors within the area and begin to increase the opportunities. Utilise existing connections and relationships to increase the level and quality of our instructions within Northamptonshire and, where possible, the wider service offers within the business. Gain an intimate understanding of our agency offer, the opportunities and weaknesses that we currently face and implement a plan to diversify. This should include both the types of agency development work we do as well as the markets we operate in. Represent the company at industry events and build a strong professional network. Associate Rural Chartered Surveyor - Person Specification: MRICS-qualified (essential) Strong background in rural professional practice and consultancy Proven ability to generate new business and grow client portfolios Demonstrable leadership and people development skills Commercially astute with strong financial awareness Excellent client relationship management and communication skills Exceptional technical capability Resilient, adaptable and confident operating at senior level Strong decision-making and problem-solving abilities Active user of professional networks and social media platforms (LinkedIn essential) Full UK driving licence essential due to regular travel between sites and client meetings Hours: 37.5 hours per week, to be worked flexibly Monday-Friday in line with our Agile Working Philosophy. Associate Rural Chartered Surveyor - Benefits: The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 16th April 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Mar 19, 2026
Full time
Berrys At Berrys, we are all about land and property. Working from four offices across the Midlands, we offer an array of services - planning, architecture, building surveying, valuation and business consultancy - to help our clients make the most of their assets. You will be part of a multi-disciplinary development team made up of engineers, surveyors, archaeologists, planners and architects. You will be part of a business which is big enough for a varied range of work and opportunities. However, it is small enough to provide autonomy and a chance to really get to know everyone expanding your skills and building new connections. A strategic requirement has arisen within the Rural Surveying team in the Towcester office for a Chartered Surveyor to grow Berrys provision in the area. The ideal candidate will be MRICS-qualified and possess a strong understanding of the rural landscape, having had plentiful experience of a wide range of professional work. The successful candidate would have a track record of growing teams, creating brand awareness and establishing strong networks and relationships. Associate Rural Chartered Surveyor - Operational Requirements: Be the internal figurehead of our Rural Surveyors offer within the Towcester office and be the go-to for technical expertise. Lead on complex rural estate strategies, advising landowners, investors and institutions on long?term asset optimisation. Experienced with hands-on experience in rural tenancy management, including Farm Business Tenancies and Agricultural Holdings Act Tenancies. Identify new opportunities, build networks and contribute to the Berrys growth strategy in rural consultancy. Whilst the role will have a strategic focus, it is expected that candidates also deliver on their delivery obligations, working alongside the team to coordinate and provide expert advice to clients. Offer support to other members of the team and help to grow and develop their knowledge and understanding. Ensure compliance with RICS standards, agricultural policy and environmental legislation, while anticipating regulatory changes Demonstrate a strong understanding of the financial requirements of our business and shape the way the team works to increase efficiency, productivity and profitability. Associate Rural Chartered Surveyor - Strategic Requirements: Quickly gain a strong understanding of the business model, our various service offerings and critically how they work together to create a unique offer to our clients. Utilise a track record of marketing, business development and brand awareness to demonstrably grow our development offer within Northamptonshire. Create a strong network of developers, landowners, property owners, occupiers and investors within the area and begin to increase the opportunities. Utilise existing connections and relationships to increase the level and quality of our instructions within Northamptonshire and, where possible, the wider service offers within the business. Gain an intimate understanding of our agency offer, the opportunities and weaknesses that we currently face and implement a plan to diversify. This should include both the types of agency development work we do as well as the markets we operate in. Represent the company at industry events and build a strong professional network. Associate Rural Chartered Surveyor - Person Specification: MRICS-qualified (essential) Strong background in rural professional practice and consultancy Proven ability to generate new business and grow client portfolios Demonstrable leadership and people development skills Commercially astute with strong financial awareness Excellent client relationship management and communication skills Exceptional technical capability Resilient, adaptable and confident operating at senior level Strong decision-making and problem-solving abilities Active user of professional networks and social media platforms (LinkedIn essential) Full UK driving licence essential due to regular travel between sites and client meetings Hours: 37.5 hours per week, to be worked flexibly Monday-Friday in line with our Agile Working Philosophy. Associate Rural Chartered Surveyor - Benefits: The role sits within a friendly and supportive team with opportunities to develop. We will offer an excellent salary for the right candidate reflective of your skills, qualifications and experience We will pay all the appropriate professional memberships and fund your attendance at relevant CPD events and time off for approved training We provide Private Healthcare scheme for all via BUPA We have an Employee Assistance Programme, including a health plan and annual flu jab We have an Agile Working Philosophy allowing for a mix of remote and office working We provide an entitlement of 35 days holiday per annum (pro rata to working hours) inclusive of bank holidays An additional day off to celebrate your Birthday We give an additional day of holiday for every 3 years of service There is potential for discretionary bonus We provide an enhanced workplace pension scheme operated through the National Employment Savings Trust (NEST) Following successful probation period, access to employee loan and employee discount on Berrys services We offer salary sacrifice schemes for Electric Vehicles and Cycle to Work schemes Closing Date: 16th April 2026 Please note that we may close this role early, if sufficient applications are received, therefore it is recommended to apply early if you match the criteria.
Office Angels
Reactive Maintenance Planner (Temp to Perm)
Office Angels Basildon, Essex
Reactive Maintenance Planner (Temp to Perm) Location: Basildon, Essex Salary: 30,000 - 31,500 per annum Working Hours: Monday to Friday, 8am-4pm Please only apply for this role if you are immediately available to start on a temp to perm basis and have experience in a reactive maintenance role Benefits: 20 days holiday + bank holidays, discounted membership at a local Gym Club, optional paid overtime, opportunities for personal development through college and university courses, Nest Pension. We are working with a well established company in Basildon who are seeking a dedicated Reactive Maintenance Planner to join their team on a temp to perm basis. This is an excellent opportunity for someone highly organised, proactive, and confident in managing a fast paced workload while liaising with both clients and engineers. Key Responsibilities: Scheduling both reactive and planned maintenance works Coordinating daily workloads and routes for engineers Updating client portals and providing ETA updates Handling incoming calls from clients and engineers Ensuring all jobs are planned and delivered within client set SLAs Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Mar 19, 2026
Full time
Reactive Maintenance Planner (Temp to Perm) Location: Basildon, Essex Salary: 30,000 - 31,500 per annum Working Hours: Monday to Friday, 8am-4pm Please only apply for this role if you are immediately available to start on a temp to perm basis and have experience in a reactive maintenance role Benefits: 20 days holiday + bank holidays, discounted membership at a local Gym Club, optional paid overtime, opportunities for personal development through college and university courses, Nest Pension. We are working with a well established company in Basildon who are seeking a dedicated Reactive Maintenance Planner to join their team on a temp to perm basis. This is an excellent opportunity for someone highly organised, proactive, and confident in managing a fast paced workload while liaising with both clients and engineers. Key Responsibilities: Scheduling both reactive and planned maintenance works Coordinating daily workloads and routes for engineers Updating client portals and providing ETA updates Handling incoming calls from clients and engineers Ensuring all jobs are planned and delivered within client set SLAs Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Always Candid
Merchandise planner
Always Candid Scissett, Yorkshire
Merchandise Planner UK Consumer Manufacturing West Yorkshire An established UK manufacturing business is seeking a Merchandise Planner to join its planning and supply chain function at its Head Office site. Operating within a fast-paced production environment, this role plays a critical part in ensuring on-time, in-full (OTIF) delivery while maintaining efficient inventory levels. While retaining core production planning responsibilities, the position now places greater emphasis on commercial planning, stock optimisation, and demand alignment across the business. This is a fantastic opportunity for someone with a background in production planning or supply chain who is looking to broaden their impact into merchandising and strategic planning within an ambitious and highly forward thinking business. The Responsibilities Develop, manage, and communicate weekly production and merchandise plans to ensure on-time-in-full (OTIF) delivery Align production output with sales forecasts, demand trends, and stock requirements Monitor the end-to-end production and supply process, making adjustments where necessary Maintain optimal levels of raw materials, WIP, and finished goods inventory Analyse performance data to support stock planning and decision-making Provide first-line support on product availability and delivery timelines Use ERP systems (OrderWise) to plan requirements, raise purchase orders, and track materials Collaborate closely with production, sales, and supply chain teams Manage stock integrity through regular counts and discrepancy resolution Communicate effectively with suppliers and internal stakeholders to ensure smooth operations The profile Previous experience (minimum 2 years) in production planning, merchandising, or supply chain Strong analytical mindset with excellent attention to detail Experience using ERP systems, Excel, and data analysis tools Ability to manage multiple priorities and work under pressure Strong communication skills and a collaborative approach Educated to A-Level or equivalent (degree preferred) The rewards Basic salary up to 38,000 depending upon experience Company Pension Employee Discount Company Events Free On-site Parking 35 days holiday (including Bank Holidays) Strong opportunity for career growth
Mar 19, 2026
Full time
Merchandise Planner UK Consumer Manufacturing West Yorkshire An established UK manufacturing business is seeking a Merchandise Planner to join its planning and supply chain function at its Head Office site. Operating within a fast-paced production environment, this role plays a critical part in ensuring on-time, in-full (OTIF) delivery while maintaining efficient inventory levels. While retaining core production planning responsibilities, the position now places greater emphasis on commercial planning, stock optimisation, and demand alignment across the business. This is a fantastic opportunity for someone with a background in production planning or supply chain who is looking to broaden their impact into merchandising and strategic planning within an ambitious and highly forward thinking business. The Responsibilities Develop, manage, and communicate weekly production and merchandise plans to ensure on-time-in-full (OTIF) delivery Align production output with sales forecasts, demand trends, and stock requirements Monitor the end-to-end production and supply process, making adjustments where necessary Maintain optimal levels of raw materials, WIP, and finished goods inventory Analyse performance data to support stock planning and decision-making Provide first-line support on product availability and delivery timelines Use ERP systems (OrderWise) to plan requirements, raise purchase orders, and track materials Collaborate closely with production, sales, and supply chain teams Manage stock integrity through regular counts and discrepancy resolution Communicate effectively with suppliers and internal stakeholders to ensure smooth operations The profile Previous experience (minimum 2 years) in production planning, merchandising, or supply chain Strong analytical mindset with excellent attention to detail Experience using ERP systems, Excel, and data analysis tools Ability to manage multiple priorities and work under pressure Strong communication skills and a collaborative approach Educated to A-Level or equivalent (degree preferred) The rewards Basic salary up to 38,000 depending upon experience Company Pension Employee Discount Company Events Free On-site Parking 35 days holiday (including Bank Holidays) Strong opportunity for career growth
Mulberry Recruitment
Paraplanner
Mulberry Recruitment Farnborough, Hampshire
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Mar 19, 2026
Full time
Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Capio Recruitment Financial Planning
Paraplanner
Capio Recruitment Financial Planning
Opportunity: Paraplanner Location: Birmingham Salary: £35,000 - £45,000 Do you love the detail of financial planning but want to feel part of something bigger? We're working with a values-driven, growing financial planning group with offices across the Midlands, and we're looking for a Paraplanner who wants to make a real difference to clients' lives. You won't just be producing reports, you'll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It's about enriching lives, building trust, and helping people plan for a life well lived. Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real. You will be: Working closely with Financial Planners to prepare compliant, high-quality suitability reports Conducting research and analysis using industry tools Producing cashflow models to support recommendations Supporting client journey's by providing insight, clarity, and technical expertise Helping ensure we deliver on our promise of excellent client outcomes About you: At least 2 years' Paraplanning experience in an IFA environment Level 4 Diploma qualified (or working towards) Strong technical knowledge across a range of financial products A team player who thrives in a supportive and growth-focused environment What's in it for you: Holiday rising with service DIS and Income Protection Employee Assistance Programme and Financial Wellbeing Hybrid, flexible working Further exam support Supportive and collaborative environment If this opportunity piques your interest, please reach out or apply for a confidential chat. Thank you.
Mar 19, 2026
Full time
Opportunity: Paraplanner Location: Birmingham Salary: £35,000 - £45,000 Do you love the detail of financial planning but want to feel part of something bigger? We're working with a values-driven, growing financial planning group with offices across the Midlands, and we're looking for a Paraplanner who wants to make a real difference to clients' lives. You won't just be producing reports, you'll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It's about enriching lives, building trust, and helping people plan for a life well lived. Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real. You will be: Working closely with Financial Planners to prepare compliant, high-quality suitability reports Conducting research and analysis using industry tools Producing cashflow models to support recommendations Supporting client journey's by providing insight, clarity, and technical expertise Helping ensure we deliver on our promise of excellent client outcomes About you: At least 2 years' Paraplanning experience in an IFA environment Level 4 Diploma qualified (or working towards) Strong technical knowledge across a range of financial products A team player who thrives in a supportive and growth-focused environment What's in it for you: Holiday rising with service DIS and Income Protection Employee Assistance Programme and Financial Wellbeing Hybrid, flexible working Further exam support Supportive and collaborative environment If this opportunity piques your interest, please reach out or apply for a confidential chat. Thank you.
Blakemore Recruitment
Senior Paraplanner
Blakemore Recruitment Reading, Berkshire
Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 19, 2026
Full time
Senior Paraplanner - Reading (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
PEBBLE RECRUITMENT LTD
Principal Town Planner
PEBBLE RECRUITMENT LTD
Principal Town Planners London Ref: DB099 Permanent Salary 50,000 - 60,000 DOE Plus Benefits A well-established town planning consultancy is looking for an experienced Planner to join their team. The consultancy provides commercially focused planning advice and has a strong track record of securing high-quality, deliverable consents across England and Wales. It is nationally recognised for its technical excellence, progressive leadership, and commitment to diversity and professional development. The firm places real emphasis on its people, offering a supportive leadership team, clear career progression, and a balanced hybrid working model (typically three days in the office, two from home). Principal Town Planner Responsibilities Managing a varied caseload of planning applications and appeals across the residential, commercial, and infrastructure sectors Providing clear, commercially focused planning advice to clients and project teams Leading and coordinating multidisciplinary project teams Preparing and overseeing high-quality planning reports, strategies, and submissions Engaging with local authorities, statutory consultees, and key stakeholders Supporting junior team members through mentoring and technical guidance Contributing to business development, client relationships, and project growth Principal Town Planner Requirements Degree in Town Planning or a related discipline Achieved MRTPI Experience within a consultancy or local authority planning environment Strong track record of managing planning applications and delivering successful outcomes Commercial awareness and the ability to provide pragmatic, client-focused advice Excellent written and verbal communication skills Ability to manage multiple projects and deadlines effectively Experience mentoring or supporting junior planners Confidence engaging with clients, stakeholders, and local authorities Interested? Please email your CV to Dina Bunkheila or contact (phone number removed) (phone number removed)
Mar 19, 2026
Full time
Principal Town Planners London Ref: DB099 Permanent Salary 50,000 - 60,000 DOE Plus Benefits A well-established town planning consultancy is looking for an experienced Planner to join their team. The consultancy provides commercially focused planning advice and has a strong track record of securing high-quality, deliverable consents across England and Wales. It is nationally recognised for its technical excellence, progressive leadership, and commitment to diversity and professional development. The firm places real emphasis on its people, offering a supportive leadership team, clear career progression, and a balanced hybrid working model (typically three days in the office, two from home). Principal Town Planner Responsibilities Managing a varied caseload of planning applications and appeals across the residential, commercial, and infrastructure sectors Providing clear, commercially focused planning advice to clients and project teams Leading and coordinating multidisciplinary project teams Preparing and overseeing high-quality planning reports, strategies, and submissions Engaging with local authorities, statutory consultees, and key stakeholders Supporting junior team members through mentoring and technical guidance Contributing to business development, client relationships, and project growth Principal Town Planner Requirements Degree in Town Planning or a related discipline Achieved MRTPI Experience within a consultancy or local authority planning environment Strong track record of managing planning applications and delivering successful outcomes Commercial awareness and the ability to provide pragmatic, client-focused advice Excellent written and verbal communication skills Ability to manage multiple projects and deadlines effectively Experience mentoring or supporting junior planners Confidence engaging with clients, stakeholders, and local authorities Interested? Please email your CV to Dina Bunkheila or contact (phone number removed) (phone number removed)
Blakemore Recruitment
Senior Paraplanner
Blakemore Recruitment Cheltenham, Gloucestershire
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Mar 19, 2026
Full time
Senior Paraplanner - Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: Producing clear, high-quality technical suitability reports in a timely manner Reviewing client files to understand objectives and identify key financial planning considerations Analysing existing pensions, investments and protection arrangements Undertaking whole-of-market research across investments, pensions and protection products Interpreting risk analysis and assessing the suitability of recommendations Providing technical, research and administrative support to the advisory team Communicating effectively with Consultants and Client Support teams regarding reports and recommendations Maintaining accurate client records and tasks within back-office systems Attending client meetings alongside Consultants where required Senior Level Responsibilities In addition to core paraplanning duties, you will also: Mentor and support trainee or junior paraplanners Assist with technical checking and quality assurance of paraplanning reports Support complex financial planning work including cashflow modelling and technical calculations Contribute to internal projects aimed at improving efficiency and client service delivery Participate in team meetings and collaborate on wider business initiatives About You The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment. Essential: Diploma qualified (Level 4) Experience writing detailed suitability reports Previous experience within an IFA/Financial Planning firm Strong technical knowledge of pensions, investments and protection Experience conducting research using industry tools Excellent written communication skills and strong attention to detail Strong organisational and prioritisation skills Desirable: Chartered status or working towards it Minimum 3+ years in a technical paraplanning role Experience mentoring junior paraplanners Experience with cashflow modelling Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress What's on Offer Competitive salary and benefits package Hybrid working arrangement - 3 days in the office - 2 days from home Supportive, collaborative paraplanning team Structured career progression, including potential path to Financial Planner/Consultant Ongoing professional development and CPD support If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Reed
Paraplanner
Reed Farnham, Surrey
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Reed
Paraplanner
Reed Bournemouth, Dorset
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV below and one of our team will be in contact
Reed
Paraplanner
Reed Swindon, Wiltshire
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Reed
Paraplanner
Reed Pontyclun, Mid Glamorgan
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Reed
Paraplanner
Reed Bristol, Somerset
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Reed
Paraplanner
Reed Bath, Somerset
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Reed
Paraplanner
Reed Exeter, Devon
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mar 19, 2026
Full time
Paraplanner (Remote) Annual Salary: £33,000 - £38,000 Location: Remote (UK-based) Job Type: Full-time We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs. Day-to-day of the role: Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems. Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner. Maintain client confidentiality and adhere to data protection and other legislative responsibilities. Seek opportunities for continuous improvement and provide feedback to your line manager. Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements. Main duties and responsibilities: Log and manage paraplanning requests from advisers. Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more. Assist in ensuring that the adviser has sufficient client information recorded within the back-office system. Conduct provider and fund research as required and produce quotes/illustrations using various tools. Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information. Seek approval from advisers and finalise suitability reports, including any necessary remedial work. Required Skills & Qualifications: Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6. At least 2 years of experience in the Financial Services sector, with a minimum of 1 year in a Trainee Paraplanning role. Proficiency in Financial Services back-office systems and computer literacy. Proven experience in working remotely and as part of a team. Benefits: Up to £38k 25 days' holiday plus bank holidays. Life assurance, income protection, and a pension. Access to a flexible benefits platform. Opportunity to work in a flexible and supportive environment. If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.
Mattinson Partnership
Associate Planner
Mattinson Partnership City, London
Associate Planner - Planning Consultancy A leading urban planning consultancy is seeking a dedicated Associate Planner to join its dynamic team. This role offers an excellent opportunity to make a meaningful impact on the built environment, working on diverse and challenging projects that shape communities. The successful candidate will join a forward-thinking practice recognised for its innovative approach to strategic planning. The position provides a strong platform to enhance professional skills, gain invaluable experience, and contribute to high-profile projects. The consultancy is committed to supporting career development through continuous learning opportunities and a collaborative working environment. The team is made up of planners, urban designers, and architects. They've built a strong reputation for blending planning, policy, and design to create people-friendly places. Key Responsibilities: Collaborating with senior planners to develop and implement planning strategies. Conducting research and analysis to inform planning decisions. Preparing and submitting planning applications and appeals. Engaging with stakeholders, including local authorities, developers, and the public. Assisting in the preparation of planning reports and presentations. Essential Skills and Experience: Degree in Town Planning or a related field. Membership, or eligibility for membership, with the Royal Town Planning Institute (RTPI). Proven experience in a planning role, ideally within a consultancy environment. Strong analytical and research skills. Excellent written and verbal communication abilities. Ability to manage multiple projects and meet deadlines. Proficiency in planning software and Microsoft Office Suite. The consultancy values diversity and is committed to creating an inclusive environment for all employees. A competitive salary, comprehensive benefits package, and flexible working arrangements are offered to support work-life balance.
Mar 19, 2026
Full time
Associate Planner - Planning Consultancy A leading urban planning consultancy is seeking a dedicated Associate Planner to join its dynamic team. This role offers an excellent opportunity to make a meaningful impact on the built environment, working on diverse and challenging projects that shape communities. The successful candidate will join a forward-thinking practice recognised for its innovative approach to strategic planning. The position provides a strong platform to enhance professional skills, gain invaluable experience, and contribute to high-profile projects. The consultancy is committed to supporting career development through continuous learning opportunities and a collaborative working environment. The team is made up of planners, urban designers, and architects. They've built a strong reputation for blending planning, policy, and design to create people-friendly places. Key Responsibilities: Collaborating with senior planners to develop and implement planning strategies. Conducting research and analysis to inform planning decisions. Preparing and submitting planning applications and appeals. Engaging with stakeholders, including local authorities, developers, and the public. Assisting in the preparation of planning reports and presentations. Essential Skills and Experience: Degree in Town Planning or a related field. Membership, or eligibility for membership, with the Royal Town Planning Institute (RTPI). Proven experience in a planning role, ideally within a consultancy environment. Strong analytical and research skills. Excellent written and verbal communication abilities. Ability to manage multiple projects and meet deadlines. Proficiency in planning software and Microsoft Office Suite. The consultancy values diversity and is committed to creating an inclusive environment for all employees. A competitive salary, comprehensive benefits package, and flexible working arrangements are offered to support work-life balance.

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