Job description Are you on the lookout for a fresh career opportunity? If so, we are working with one of the UK s leading financial planning business as they are seeking driven individuals from diverse backgrounds intrigued by the prospects of becoming financial advisers. This profession offers: Flexibility to balance work and family life effectively. Lucrative financial perks coupled with avenues for advancement. Personal fulfilment derived from engaging in meaningful and gratifying work. Currently, the client is seeking candidates for its full-time programme. Successful applicants will gain: Full coverage from expert tutoring and access to an online curriculum to attain the Level 4 CII Qualification - Diploma in Regulated Financial Advice. Entry into a self-employed Adviser role upon qualification building your own empire. If you're already part of the financial services realm, you understand the soaring demand for financial planners and the exciting prospects in this field or if you're transitioning from another industry, this academy is dedicated to facilitating your entry into this promising sector. Can you resonate with the following statements, if so we'd love to connect with you: I aspire to establish my own venture as a financial planner. I'm considering a career switch or re-entering the workforce. I possess a strong work ethic, diligence, and attention to detail. I am ethically inclined and committed to adhering to regulations. I excel in communication and relationship-building. Curious about the dynamics of working as a Financial Adviser? Let's discuss the dynamic and rewarding nature of this profession. In the interim, here's a glimpse into what you could be engaged in: Cultivating new client opportunities to expand your clientele. Guiding clients towards prudent financial decisions aligned with their objectives. Crafting comprehensive financial plans to steer clients towards their goals. Offering counsel on contemporary financial matters and providing recommendations. Cultivating new business avenues and fostering introducer relationships. Tailoring financial strategies to accommodate clients' evolving requirements. Nurturing enduring client relationships and upholding industry knowledge. Simply submit your application below to receive a webinar invitation where we'll delve deeper into the benefits we offer, how you stand to gain, and the subsequent steps forward.
Oct 25, 2025
Full time
Job description Are you on the lookout for a fresh career opportunity? If so, we are working with one of the UK s leading financial planning business as they are seeking driven individuals from diverse backgrounds intrigued by the prospects of becoming financial advisers. This profession offers: Flexibility to balance work and family life effectively. Lucrative financial perks coupled with avenues for advancement. Personal fulfilment derived from engaging in meaningful and gratifying work. Currently, the client is seeking candidates for its full-time programme. Successful applicants will gain: Full coverage from expert tutoring and access to an online curriculum to attain the Level 4 CII Qualification - Diploma in Regulated Financial Advice. Entry into a self-employed Adviser role upon qualification building your own empire. If you're already part of the financial services realm, you understand the soaring demand for financial planners and the exciting prospects in this field or if you're transitioning from another industry, this academy is dedicated to facilitating your entry into this promising sector. Can you resonate with the following statements, if so we'd love to connect with you: I aspire to establish my own venture as a financial planner. I'm considering a career switch or re-entering the workforce. I possess a strong work ethic, diligence, and attention to detail. I am ethically inclined and committed to adhering to regulations. I excel in communication and relationship-building. Curious about the dynamics of working as a Financial Adviser? Let's discuss the dynamic and rewarding nature of this profession. In the interim, here's a glimpse into what you could be engaged in: Cultivating new client opportunities to expand your clientele. Guiding clients towards prudent financial decisions aligned with their objectives. Crafting comprehensive financial plans to steer clients towards their goals. Offering counsel on contemporary financial matters and providing recommendations. Cultivating new business avenues and fostering introducer relationships. Tailoring financial strategies to accommodate clients' evolving requirements. Nurturing enduring client relationships and upholding industry knowledge. Simply submit your application below to receive a webinar invitation where we'll delve deeper into the benefits we offer, how you stand to gain, and the subsequent steps forward.
The Opportunity An exciting opportunity has arisen for an Associate Town Planner or Associate Director to join the company's busy team in Altrincham . This is a key position for an experienced planner who enjoys taking ownership of projects, building client relationships, and contributing to the growth and success of a dynamic consultancy. You'll play a central role in leading and delivering a wide variety of planning projects, from early concept discussions through to implementation on the ground. Key Responsibilities Lead and manage a range of complex planning applications and appeals. Provide high-level planning advice to clients across sectors including residential, commercial, and mixed-use developments. Build and maintain strong relationships with clients, local authorities, and stakeholders. Contribute to business development, supporting the growth of the company's client base and project portfolio. Mentor and support junior members of the team, fostering a collaborative and high-performing environment. Stay up to date with planning policy, legislation, and best practice. About You MRTPI qualified (or equivalent) with significant post-qualification experience within consultancy or local authority. Proven track record of managing complex planning projects and leading client relationships. Strong communication, negotiation, and presentation skills. Commercially aware, proactive, and able to think strategically. A collaborative team player with leadership ambition or experience. What's on Offer Competitive salary and benefits package, commensurate with experience. Clear opportunities for progression and professional development. A supportive, people-centred culture that values creativity and initiative. Flexible working arrangements and a positive, collaborative working environment. To apply or find out more, contact Josh Jones at Penguin Recruitment on or email co.uk
Oct 25, 2025
Full time
The Opportunity An exciting opportunity has arisen for an Associate Town Planner or Associate Director to join the company's busy team in Altrincham . This is a key position for an experienced planner who enjoys taking ownership of projects, building client relationships, and contributing to the growth and success of a dynamic consultancy. You'll play a central role in leading and delivering a wide variety of planning projects, from early concept discussions through to implementation on the ground. Key Responsibilities Lead and manage a range of complex planning applications and appeals. Provide high-level planning advice to clients across sectors including residential, commercial, and mixed-use developments. Build and maintain strong relationships with clients, local authorities, and stakeholders. Contribute to business development, supporting the growth of the company's client base and project portfolio. Mentor and support junior members of the team, fostering a collaborative and high-performing environment. Stay up to date with planning policy, legislation, and best practice. About You MRTPI qualified (or equivalent) with significant post-qualification experience within consultancy or local authority. Proven track record of managing complex planning projects and leading client relationships. Strong communication, negotiation, and presentation skills. Commercially aware, proactive, and able to think strategically. A collaborative team player with leadership ambition or experience. What's on Offer Competitive salary and benefits package, commensurate with experience. Clear opportunities for progression and professional development. A supportive, people-centred culture that values creativity and initiative. Flexible working arrangements and a positive, collaborative working environment. To apply or find out more, contact Josh Jones at Penguin Recruitment on or email co.uk
Senior / Principal Town Planner - Basingstoke (Hybrid Working) Up to £55,000 Multi-Disciplinary Consultancy RTPI Preferred Lead residential, mixed-use and regeneration projects within a collaborative, multi-disciplinary environment Are you an experienced planner ready to take the next step in your career? We're working with a leading multi-disciplinary consultancy who are seeking a Senior or Pr click apply for full job details
Oct 25, 2025
Full time
Senior / Principal Town Planner - Basingstoke (Hybrid Working) Up to £55,000 Multi-Disciplinary Consultancy RTPI Preferred Lead residential, mixed-use and regeneration projects within a collaborative, multi-disciplinary environment Are you an experienced planner ready to take the next step in your career? We're working with a leading multi-disciplinary consultancy who are seeking a Senior or Pr click apply for full job details
The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis o click apply for full job details
Oct 25, 2025
Full time
The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in their work and place high levels of emphasis o click apply for full job details
PMO Analyst Location: Bristol or Castle Donnington (Hybrid, 2 days in the office per week) Contract Length: 6 Months Are you ready to make a meaningful impact in the utilities sector? Join our dynamic NGED Regulation team as a PMO Analyst and help shape the future of energy management! This is an exciting opportunity for a detail-oriented individual who thrives in a fast-paced environment. If you have a passion for project management and a keen analytical mind, we want to hear from you! What You'll Do: As a PMO Analyst, you will play a pivotal role in supporting our Project Managers and Programme Manager to achieve optimal outcomes for price controls. Your responsibilities will include: Project Support & Coordination: Assist with planning, scheduling, and coordinating project activities while maintaining comprehensive documentation and tracking progress. Reporting & Data Analysis: Collect and analyze project data, prepare status reports, and create dashboards for management and stakeholders. Your analytical skills will be key to our success! Governance & Compliance: Ensure adherence to project management processes and support the creation of governance reports and compliance documentation. Risk & Issue Management: Identify and track project risks and issues, facilitating effective communication between teams and stakeholders. Action Tracking: Record and report on actions to drive project delivery. Dependency Management: Help identify and manage dependencies between workstreams to ensure seamless project execution. Continuous Improvement: Analyze project outcomes and recommend process enhancements. Support the development of new tools and methodologies. Ad Hoc Support: Assist with scheduling meetings and other administrative tasks as needed for the Regulation team. What We're Looking For: An understanding of the electricity energy sector and the regulatory environment, with experience in other UK regulated sectors being a plus. Strong analytical and organizational skills to manage multiple priorities. Proficiency in project management and MS Office tools, especially MS Project, Excel, PowerPoint, and ideally MS Planner. Excellent communication and stakeholder management skills, with a knack for building positive relationships. Experience with project management methodologies such as Agile and Waterfall. Who You Are: You are a professional who is detail-oriented, capable of working independently, and comfortable collaborating with large virtual teams. You thrive under pressure and deliver high-quality results at a fast pace. A valid UK driving license is required as occasional travel to other locations will be part of your role. Why Join Us? At our organization, you'll be part of a collaborative team that values innovation and continuous improvement. We offer a hybrid working model to help you achieve a work-life balance while contributing to meaningful projects in the utilities sector. Ready to Make an Impact? If you're excited about this opportunity and meet the requirements, we'd love to hear from you! Apply today to join our enthusiastic team and help drive our projects to success! Let's work together to create a sustainable energy future! Pontoon is an employment consultancy. We put 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, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Oct 25, 2025
Contractor
PMO Analyst Location: Bristol or Castle Donnington (Hybrid, 2 days in the office per week) Contract Length: 6 Months Are you ready to make a meaningful impact in the utilities sector? Join our dynamic NGED Regulation team as a PMO Analyst and help shape the future of energy management! This is an exciting opportunity for a detail-oriented individual who thrives in a fast-paced environment. If you have a passion for project management and a keen analytical mind, we want to hear from you! What You'll Do: As a PMO Analyst, you will play a pivotal role in supporting our Project Managers and Programme Manager to achieve optimal outcomes for price controls. Your responsibilities will include: Project Support & Coordination: Assist with planning, scheduling, and coordinating project activities while maintaining comprehensive documentation and tracking progress. Reporting & Data Analysis: Collect and analyze project data, prepare status reports, and create dashboards for management and stakeholders. Your analytical skills will be key to our success! Governance & Compliance: Ensure adherence to project management processes and support the creation of governance reports and compliance documentation. Risk & Issue Management: Identify and track project risks and issues, facilitating effective communication between teams and stakeholders. Action Tracking: Record and report on actions to drive project delivery. Dependency Management: Help identify and manage dependencies between workstreams to ensure seamless project execution. Continuous Improvement: Analyze project outcomes and recommend process enhancements. Support the development of new tools and methodologies. Ad Hoc Support: Assist with scheduling meetings and other administrative tasks as needed for the Regulation team. What We're Looking For: An understanding of the electricity energy sector and the regulatory environment, with experience in other UK regulated sectors being a plus. Strong analytical and organizational skills to manage multiple priorities. Proficiency in project management and MS Office tools, especially MS Project, Excel, PowerPoint, and ideally MS Planner. Excellent communication and stakeholder management skills, with a knack for building positive relationships. Experience with project management methodologies such as Agile and Waterfall. Who You Are: You are a professional who is detail-oriented, capable of working independently, and comfortable collaborating with large virtual teams. You thrive under pressure and deliver high-quality results at a fast pace. A valid UK driving license is required as occasional travel to other locations will be part of your role. Why Join Us? At our organization, you'll be part of a collaborative team that values innovation and continuous improvement. We offer a hybrid working model to help you achieve a work-life balance while contributing to meaningful projects in the utilities sector. Ready to Make an Impact? If you're excited about this opportunity and meet the requirements, we'd love to hear from you! Apply today to join our enthusiastic team and help drive our projects to success! Let's work together to create a sustainable energy future! Pontoon is an employment consultancy. We put 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, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
PMO Analyst Location: Bristol or Castle Donnington (Hybrid, 2 days in the office per week) Contract Length: 6 Months Are you ready to make a meaningful impact in the utilities sector? Join our dynamic NGED Regulation team as a PMO Analyst and help shape the future of energy management! This is an exciting opportunity for a detail-oriented individual who thrives in a fast-paced environment. If you have a passion for project management and a keen analytical mind, we want to hear from you! What You'll Do: As a PMO Analyst, you will play a pivotal role in supporting our Project Managers and Programme Manager to achieve optimal outcomes for price controls. Your responsibilities will include: Project Support & Coordination: Assist with planning, scheduling, and coordinating project activities while maintaining comprehensive documentation and tracking progress. Reporting & Data Analysis: Collect and analyze project data, prepare status reports, and create dashboards for management and stakeholders. Your analytical skills will be key to our success! Governance & Compliance: Ensure adherence to project management processes and support the creation of governance reports and compliance documentation. Risk & Issue Management: Identify and track project risks and issues, facilitating effective communication between teams and stakeholders. Action Tracking: Record and report on actions to drive project delivery. Dependency Management: Help identify and manage dependencies between workstreams to ensure seamless project execution. Continuous Improvement: Analyze project outcomes and recommend process enhancements. Support the development of new tools and methodologies. Ad Hoc Support: Assist with scheduling meetings and other administrative tasks as needed for the Regulation team. What We're Looking For: An understanding of the electricity energy sector and the regulatory environment, with experience in other UK regulated sectors being a plus. Strong analytical and organizational skills to manage multiple priorities. Proficiency in project management and MS Office tools, especially MS Project, Excel, PowerPoint, and ideally MS Planner. Excellent communication and stakeholder management skills, with a knack for building positive relationships. Experience with project management methodologies such as Agile and Waterfall. Who You Are: You are a professional who is detail-oriented, capable of working independently, and comfortable collaborating with large virtual teams. You thrive under pressure and deliver high-quality results at a fast pace. A valid UK driving license is required as occasional travel to other locations will be part of your role. Why Join Us? At our organization, you'll be part of a collaborative team that values innovation and continuous improvement. We offer a hybrid working model to help you achieve a work-life balance while contributing to meaningful projects in the utilities sector. Ready to Make an Impact? If you're excited about this opportunity and meet the requirements, we'd love to hear from you! Apply today to join our enthusiastic team and help drive our projects to success! Let's work together to create a sustainable energy future! Pontoon is an employment consultancy. We put 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, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Oct 25, 2025
Full time
PMO Analyst Location: Bristol or Castle Donnington (Hybrid, 2 days in the office per week) Contract Length: 6 Months Are you ready to make a meaningful impact in the utilities sector? Join our dynamic NGED Regulation team as a PMO Analyst and help shape the future of energy management! This is an exciting opportunity for a detail-oriented individual who thrives in a fast-paced environment. If you have a passion for project management and a keen analytical mind, we want to hear from you! What You'll Do: As a PMO Analyst, you will play a pivotal role in supporting our Project Managers and Programme Manager to achieve optimal outcomes for price controls. Your responsibilities will include: Project Support & Coordination: Assist with planning, scheduling, and coordinating project activities while maintaining comprehensive documentation and tracking progress. Reporting & Data Analysis: Collect and analyze project data, prepare status reports, and create dashboards for management and stakeholders. Your analytical skills will be key to our success! Governance & Compliance: Ensure adherence to project management processes and support the creation of governance reports and compliance documentation. Risk & Issue Management: Identify and track project risks and issues, facilitating effective communication between teams and stakeholders. Action Tracking: Record and report on actions to drive project delivery. Dependency Management: Help identify and manage dependencies between workstreams to ensure seamless project execution. Continuous Improvement: Analyze project outcomes and recommend process enhancements. Support the development of new tools and methodologies. Ad Hoc Support: Assist with scheduling meetings and other administrative tasks as needed for the Regulation team. What We're Looking For: An understanding of the electricity energy sector and the regulatory environment, with experience in other UK regulated sectors being a plus. Strong analytical and organizational skills to manage multiple priorities. Proficiency in project management and MS Office tools, especially MS Project, Excel, PowerPoint, and ideally MS Planner. Excellent communication and stakeholder management skills, with a knack for building positive relationships. Experience with project management methodologies such as Agile and Waterfall. Who You Are: You are a professional who is detail-oriented, capable of working independently, and comfortable collaborating with large virtual teams. You thrive under pressure and deliver high-quality results at a fast pace. A valid UK driving license is required as occasional travel to other locations will be part of your role. Why Join Us? At our organization, you'll be part of a collaborative team that values innovation and continuous improvement. We offer a hybrid working model to help you achieve a work-life balance while contributing to meaningful projects in the utilities sector. Ready to Make an Impact? If you're excited about this opportunity and meet the requirements, we'd love to hear from you! Apply today to join our enthusiastic team and help drive our projects to success! Let's work together to create a sustainable energy future! Pontoon is an employment consultancy. We put 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, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
? Junior Paraplanner Cannock (WS11) £30,000 DOE ? Study Support ? 25 Days HolidayWe're on the hunt for a Junior Paraplanner who's sharp, detail-oriented, and ambitious about building a long-term career in financial planning.This is a fantastic opportunity for someone already working in financial services - perhaps as an IFA Administrator or Trainee Paraplanner - who's ready to take that next step.At Concept Financial Services , we're passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you'll play a key part in supporting them to deliver outstanding advice and service. What You'll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes ? What We're Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus ? What You'll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you're ready to step up in your career and join a firm where your development is genuinely supported, we'd love to hear from you.
Oct 25, 2025
Full time
? Junior Paraplanner Cannock (WS11) £30,000 DOE ? Study Support ? 25 Days HolidayWe're on the hunt for a Junior Paraplanner who's sharp, detail-oriented, and ambitious about building a long-term career in financial planning.This is a fantastic opportunity for someone already working in financial services - perhaps as an IFA Administrator or Trainee Paraplanner - who's ready to take that next step.At Concept Financial Services , we're passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you'll play a key part in supporting them to deliver outstanding advice and service. What You'll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes ? What We're Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus ? What You'll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you're ready to step up in your career and join a firm where your development is genuinely supported, we'd love to hear from you.
Trainee Paraplanner £28-35K depending on experience and qualifications Chorley Hybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving Their preference is a candidate with little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Ben Lloyd at Integro.
Oct 25, 2025
Full time
Trainee Paraplanner £28-35K depending on experience and qualifications Chorley Hybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving Their preference is a candidate with little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Ben Lloyd at Integro.
Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly. Key Responsibilities Handle communication with new and existing clients Support with enquiries from prospective and current clients Assist paraplanners with research and analysis Help with submitting and tracking new business Prepare paperwork and book appointments for client meetings Liaise with product providers and third parties Maintain and update client records and business systems Greet clients and manage meeting logistics Keep up to date with industry and regulatory changes What We re Looking For Minimum 3 years experience in a financial planning firm R01 qualification (minimum) Strong attention to detail and organisational skills Good communication and client service abilities Comfortable working both independently and as part of a team Benefits 25 days holiday + bank holidays Birthday off Cycle to work scheme 10x death in service cover Private Medical Insurance (PMI) 5% pension contribution Access to professional memberships (CII, NextGen Planners) Modern, newly built office Be part of a Chartered and Top 100 IFA firm
Oct 25, 2025
Full time
Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly. Key Responsibilities Handle communication with new and existing clients Support with enquiries from prospective and current clients Assist paraplanners with research and analysis Help with submitting and tracking new business Prepare paperwork and book appointments for client meetings Liaise with product providers and third parties Maintain and update client records and business systems Greet clients and manage meeting logistics Keep up to date with industry and regulatory changes What We re Looking For Minimum 3 years experience in a financial planning firm R01 qualification (minimum) Strong attention to detail and organisational skills Good communication and client service abilities Comfortable working both independently and as part of a team Benefits 25 days holiday + bank holidays Birthday off Cycle to work scheme 10x death in service cover Private Medical Insurance (PMI) 5% pension contribution Access to professional memberships (CII, NextGen Planners) Modern, newly built office Be part of a Chartered and Top 100 IFA firm
Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning. This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step. At Concept Financial Services , we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you ll play a key part in supporting them to deliver outstanding advice and service. What You ll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes What We re Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus What You ll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.
Oct 25, 2025
Full time
Junior Paraplanner Cannock (WS11) £30,000 DOE Study Support 25 Days Holiday We re on the hunt for a Junior Paraplanner who s sharp, detail-oriented, and ambitious about building a long-term career in financial planning. This is a fantastic opportunity for someone already working in financial services perhaps as an IFA Administrator or Trainee Paraplanner who s ready to take that next step. At Concept Financial Services , we re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers , you ll play a key part in supporting them to deliver outstanding advice and service. What You ll Be Doing Assisting in the preparation of financial plans, reports, and recommendations Researching investments, pensions, and protection products Drafting suitability reports in line with compliance requirements Working closely with advisers to gather client information and build accurate records Liaising with providers and keeping up-to-date with industry changes What We re Looking For Already working in financial services (IFA admin, trainee paraplanner, or similar) Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent) Excellent attention to detail, organised, and proactive Strong written and verbal communication skills Familiarity with financial planning software (e.g. Xplan) is a bonus What You ll Get Salary up to £30,000 DOE Full study support to achieve your qualifications A clear progression path (Senior Paraplanner or future Adviser) 25 days holiday + bank holidays Supportive, close-knit team environment Primarily office-based role in Cannock (WS11), with a little flexibility when needed If you re ready to step up in your career and join a firm where your development is genuinely supported, we d love to hear from you.
Trainee Paraplanner £28-35K depending on experience and qualifications Wolverhampton Hybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving Their preference is a candidate with little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Ben Lloyd at Integro.
Oct 25, 2025
Full time
Trainee Paraplanner £28-35K depending on experience and qualifications Wolverhampton Hybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving Their preference is a candidate with little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Ben Lloyd at Integro.
Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. Outline of the Role Take on existing review clients and maintain client relationships Work with a dedicated team for client support and co click apply for full job details
Oct 25, 2025
Full time
Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. Outline of the Role Take on existing review clients and maintain client relationships Work with a dedicated team for client support and co click apply for full job details
Class 1 HGV Tramper Driver - Flatbed Work Based from our Longtown yard and Lockerbie yard. We operate a modern fleet of DAFs and Scanias all our trucks are less than 5 years old. We are flatbed specialists, we take pride in our work, and with our help, our customers are leaders within their industries. For 40 years our service record has excelled and today we are recognised across the UK for our reliability and professionalism. The service we provide is a result of the high standards we set for our people and our fleet. Our drivers, mechanics, planners and the modern fleet we operate deliver an unrivalled service that you can be part of. Job description You will be pulling flatbed trailers loaded primarily with sawn timber or precast concrete. These are mainly full loads or double drops to timber merchants and construction sites across the UK. We have stand trailers at the majority of our customer's sites. Typically, once you have made a delivery, you will drop the empty trailer you have on at a customer's factory, hook up to a loaded trailer, strap the load and then head off to your delivery destination. We do not use sheets or nets, only straps and ratchets. We have a do not disturb policy meaning drivers are left alone to focus on their work when possible. So if everything is going to plan you will be left to get on with the job. A typical week for a Tramper Driver at John Miller consists of 13 and 15 hour shifts, Monday to Friday, with 4 nights out. All drivers are given training on their first week to help familiarise themselves with customer sites and to ensure they understand how to safely secure loads. We have our own onsite diesel and AdBlue filling station with a wash bay to help drivers fuel and wash trucks with ease. We have a brand new driver welfare facility complete with a kitchen dining area, toilets and showers for drivers to relax and socialise during their down time. Rates of Pay Weekly £50.00 bonus for completing your week's work Monday to Friday £12.75 an hour (paid for full spread) Saturday £15.00 an hour Sunday £17.00 an hour Nightout Payment £31.20 (tax free) Weekly meal allowance £10 (tax free) Benefits Weekly Bonus - an extra £50 every week as a bonus for completing your weeks work Earn £134.80 tax free each week, on top of your wages Job Security - sustainable long term customers with a high demand for our service Potential Earnings - earn over £50,000 a year Driver Referral Bonus - £200 driver referral scheme Weekly Pay - paid every Friday 28 Days Holiday - average holiday pay Pension Scheme - Peoples Pension Scheme Company Uniform - including full PPE Modern Fleet - new trucks, new trailers and highly skilled onsite mechanics A wide variation of work with deliveries across the UK including the Scottish highlands To apply please phone Ewan on or email your CV to or apply below through Indeed. Job Types: Full-time, Permanent Pay: £12.75 per hour Benefits: Company pension Free parking On-site parking Licence/Certification: Category C Licence (required) Work authorisation: United Kingdom (required) Work Location: On the road Application deadline: 07/11/2025
Oct 25, 2025
Full time
Class 1 HGV Tramper Driver - Flatbed Work Based from our Longtown yard and Lockerbie yard. We operate a modern fleet of DAFs and Scanias all our trucks are less than 5 years old. We are flatbed specialists, we take pride in our work, and with our help, our customers are leaders within their industries. For 40 years our service record has excelled and today we are recognised across the UK for our reliability and professionalism. The service we provide is a result of the high standards we set for our people and our fleet. Our drivers, mechanics, planners and the modern fleet we operate deliver an unrivalled service that you can be part of. Job description You will be pulling flatbed trailers loaded primarily with sawn timber or precast concrete. These are mainly full loads or double drops to timber merchants and construction sites across the UK. We have stand trailers at the majority of our customer's sites. Typically, once you have made a delivery, you will drop the empty trailer you have on at a customer's factory, hook up to a loaded trailer, strap the load and then head off to your delivery destination. We do not use sheets or nets, only straps and ratchets. We have a do not disturb policy meaning drivers are left alone to focus on their work when possible. So if everything is going to plan you will be left to get on with the job. A typical week for a Tramper Driver at John Miller consists of 13 and 15 hour shifts, Monday to Friday, with 4 nights out. All drivers are given training on their first week to help familiarise themselves with customer sites and to ensure they understand how to safely secure loads. We have our own onsite diesel and AdBlue filling station with a wash bay to help drivers fuel and wash trucks with ease. We have a brand new driver welfare facility complete with a kitchen dining area, toilets and showers for drivers to relax and socialise during their down time. Rates of Pay Weekly £50.00 bonus for completing your week's work Monday to Friday £12.75 an hour (paid for full spread) Saturday £15.00 an hour Sunday £17.00 an hour Nightout Payment £31.20 (tax free) Weekly meal allowance £10 (tax free) Benefits Weekly Bonus - an extra £50 every week as a bonus for completing your weeks work Earn £134.80 tax free each week, on top of your wages Job Security - sustainable long term customers with a high demand for our service Potential Earnings - earn over £50,000 a year Driver Referral Bonus - £200 driver referral scheme Weekly Pay - paid every Friday 28 Days Holiday - average holiday pay Pension Scheme - Peoples Pension Scheme Company Uniform - including full PPE Modern Fleet - new trucks, new trailers and highly skilled onsite mechanics A wide variation of work with deliveries across the UK including the Scottish highlands To apply please phone Ewan on or email your CV to or apply below through Indeed. Job Types: Full-time, Permanent Pay: £12.75 per hour Benefits: Company pension Free parking On-site parking Licence/Certification: Category C Licence (required) Work authorisation: United Kingdom (required) Work Location: On the road Application deadline: 07/11/2025
Job Title: Senior Paraplanner Location: Coventry (Hybrid Working) Salary: £45,000 (depending on experience) Benefits: 28 days holiday (increasing to 29 after 3 years and 30 after 5 years) Study support Flexible hybrid working About the Role: Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients. Key Responsibilities: Preparing detailed suitability reports and recommendations Conducting technical research and analysis across pensions, investments, protection and tax planning Supporting advisors in client meetings with technical queries and planning Maintaining accurate records in line with compliance requirements Assisting in the development of internal processes and best practices About You: Minimum of 3 years' experience in a paraplanning role Level 4 Diploma qualified (or working towards Chartered status) Strong technical knowledge of pensions, investments, and financial planning Excellent report writing and communication skills Organised, proactive, and committed to ongoing professional development What's on Offer: A supportive and collaborative team environment Genuine career progression opportunities Hybrid working for better work-life balance Generous holiday package with increasing entitlement Full study support towards further qualifications
Oct 25, 2025
Full time
Job Title: Senior Paraplanner Location: Coventry (Hybrid Working) Salary: £45,000 (depending on experience) Benefits: 28 days holiday (increasing to 29 after 3 years and 30 after 5 years) Study support Flexible hybrid working About the Role: Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients. Key Responsibilities: Preparing detailed suitability reports and recommendations Conducting technical research and analysis across pensions, investments, protection and tax planning Supporting advisors in client meetings with technical queries and planning Maintaining accurate records in line with compliance requirements Assisting in the development of internal processes and best practices About You: Minimum of 3 years' experience in a paraplanning role Level 4 Diploma qualified (or working towards Chartered status) Strong technical knowledge of pensions, investments, and financial planning Excellent report writing and communication skills Organised, proactive, and committed to ongoing professional development What's on Offer: A supportive and collaborative team environment Genuine career progression opportunities Hybrid working for better work-life balance Generous holiday package with increasing entitlement Full study support towards further qualifications
Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly. Key Responsibilities Handle communication with new and existing clients Support with enquiries from prospective and current clients Assist paraplanners with research and analysis Help with submitting and tracking new business Prepare paperwork and book appointments for client meetings Liaise with product providers and third parties Maintain and update client records and business systems Greet clients and manage meeting logistics Keep up to date with industry and regulatory changes What We're Looking For Minimum 3 years' experience in a financial planning firm R01 qualification (minimum) Strong attention to detail and organisational skills Good communication and client service abilities Comfortable working both independently and as part of a team Benefits 25 days holiday + bank holidays Birthday off Cycle to work scheme 10x death in service cover Private Medical Insurance (PMI) 5% pension contribution Access to professional memberships (CII, NextGen Planners) Modern, newly built office Be part of a Chartered and Top 100 IFA firm
Oct 25, 2025
Full time
Senior IFA Administrator / Practice Manager Location: Liverpool Salary: £32,000 DOE Experience Required: Minimum 3 years in a financial planning firm Qualifications Required: Minimum R01 About the Role We are looking for a proactive Financial Planning Assistant to join a leading Chartered Financial Planning firm. In this role, you'll provide both administrative and technical support to the team, ensuring clients receive a high level of service and the business runs smoothly. Key Responsibilities Handle communication with new and existing clients Support with enquiries from prospective and current clients Assist paraplanners with research and analysis Help with submitting and tracking new business Prepare paperwork and book appointments for client meetings Liaise with product providers and third parties Maintain and update client records and business systems Greet clients and manage meeting logistics Keep up to date with industry and regulatory changes What We're Looking For Minimum 3 years' experience in a financial planning firm R01 qualification (minimum) Strong attention to detail and organisational skills Good communication and client service abilities Comfortable working both independently and as part of a team Benefits 25 days holiday + bank holidays Birthday off Cycle to work scheme 10x death in service cover Private Medical Insurance (PMI) 5% pension contribution Access to professional memberships (CII, NextGen Planners) Modern, newly built office Be part of a Chartered and Top 100 IFA firm
Niyaa people are working with a well-known affordable housing provider in Wellingborough who are looking for a Compliance Coordinator to join their team on a Permanent basis. You will receive opportunity for remote working and support the wider organisation. Responsibilities of the Compliance Coordinator role: Requesting compliance certificates from third parties, reviewing and scheduling where needed Planning in the work for the operatives Imputing data onto the database and on to spreadsheets Supporting the building safety team with admin Skills needed in this Compliance Coordinator role: Strong administrator skills including Excel and Word Social housing experience Experience with planning and scheduling work and actions Benefits of the Compliance Coordinator role: 30,000 to 31,000 Great working environment Generous pension scheme 25 days annual leave Healthcare cash plan We are keen to see CVs from Compliance Coordinators, Compliance Administrators, Building Safety Officers, Schedulers and Planners. If this role appeals to you then please apply now or contact Lexie on (phone number removed) or at (url removed)
Oct 25, 2025
Full time
Niyaa people are working with a well-known affordable housing provider in Wellingborough who are looking for a Compliance Coordinator to join their team on a Permanent basis. You will receive opportunity for remote working and support the wider organisation. Responsibilities of the Compliance Coordinator role: Requesting compliance certificates from third parties, reviewing and scheduling where needed Planning in the work for the operatives Imputing data onto the database and on to spreadsheets Supporting the building safety team with admin Skills needed in this Compliance Coordinator role: Strong administrator skills including Excel and Word Social housing experience Experience with planning and scheduling work and actions Benefits of the Compliance Coordinator role: 30,000 to 31,000 Great working environment Generous pension scheme 25 days annual leave Healthcare cash plan We are keen to see CVs from Compliance Coordinators, Compliance Administrators, Building Safety Officers, Schedulers and Planners. If this role appeals to you then please apply now or contact Lexie on (phone number removed) or at (url removed)
Senior Town Planner Are you a motivated and ambitious Senior Town Planner looking to take the next step in your career? This is a fantastic opportunity to join a leading urban planning consultancy in Oxfordshire, known for its commitment to innovation, sustainability, and creating vibrant communities. You will be part of a collaborative and forward-thinking team, working on a diverse portfolio of projects that have a real impact on the built environment. As a Senior Town Planner, you will be at the heart of delivering high-quality planning projects. You will be conducting research and site analysis, preparing and submitting planning applications, and providing expert advice to clients and stakeholders. You will be collaborating closely with architects, engineers, and other professionals to ensure projects are delivered efficiently and in line with planning policy. You will also be mentoring junior team members, helping to develop the next generation of planners while contributing to the overall growth and success of the consultancy. Key Responsibilities: You will be conducting research and analysis to support planning applications and strategic projects. You will be preparing and presenting planning reports and documentation for clients and authorities. You will be engaging with local authorities, stakeholders, and communities to drive project approvals. You will be collaborating with multidisciplinary teams to ensure integrated and compliant project delivery. You will be mentoring junior staff and supporting their professional development. Skills and Experience: Degree-qualified in Town Planning or a related field. Chartered MRTPI status or working towards this. Excellent knowledge of planning regulations, policies, and procedures. Demonstrate strong communication, negotiation, and interpersonal skills. Confident working independently and as part of a team. Experience in a private consultancy or local authority is essential. What's on Offer: Competitive salary of up to £45,000 depending on experience. Flexible hybrid working - typically 3 days in the office, 2 days remote. Opportunities for ongoing professional development and training. A supportive and collaborative team culture. Flexibility to discuss part-time arrangements if required. Apply today with your CV and call Tullula Farrell on (phone number removed) to discuss this role in confidence.
Oct 25, 2025
Full time
Senior Town Planner Are you a motivated and ambitious Senior Town Planner looking to take the next step in your career? This is a fantastic opportunity to join a leading urban planning consultancy in Oxfordshire, known for its commitment to innovation, sustainability, and creating vibrant communities. You will be part of a collaborative and forward-thinking team, working on a diverse portfolio of projects that have a real impact on the built environment. As a Senior Town Planner, you will be at the heart of delivering high-quality planning projects. You will be conducting research and site analysis, preparing and submitting planning applications, and providing expert advice to clients and stakeholders. You will be collaborating closely with architects, engineers, and other professionals to ensure projects are delivered efficiently and in line with planning policy. You will also be mentoring junior team members, helping to develop the next generation of planners while contributing to the overall growth and success of the consultancy. Key Responsibilities: You will be conducting research and analysis to support planning applications and strategic projects. You will be preparing and presenting planning reports and documentation for clients and authorities. You will be engaging with local authorities, stakeholders, and communities to drive project approvals. You will be collaborating with multidisciplinary teams to ensure integrated and compliant project delivery. You will be mentoring junior staff and supporting their professional development. Skills and Experience: Degree-qualified in Town Planning or a related field. Chartered MRTPI status or working towards this. Excellent knowledge of planning regulations, policies, and procedures. Demonstrate strong communication, negotiation, and interpersonal skills. Confident working independently and as part of a team. Experience in a private consultancy or local authority is essential. What's on Offer: Competitive salary of up to £45,000 depending on experience. Flexible hybrid working - typically 3 days in the office, 2 days remote. Opportunities for ongoing professional development and training. A supportive and collaborative team culture. Flexibility to discuss part-time arrangements if required. Apply today with your CV and call Tullula Farrell on (phone number removed) to discuss this role in confidence.
Principal Town Planner Engineering Consultancy Are you a Principal Planner with experience in DCO, NSIP/S.37, and GIS software? Do you have a background in overhead lines, transmission, or large-scale infrastructure projects? This is an exciting opportunity to join a leading engineering firm, where you will play a key role in managing planning projects for overhead lines and transmission. You will work closely with engineers, coordinate project teams, and ensure the smooth delivery of complex infrastructure schemes. Key Responsibilities: Lead the planning and development of NSIP/S.37 applications. Manage multidisciplinary inputs and ensure successful project submissions. Oversee project management activities, ensuring timely and cost-effective delivery. Utilise GIS software to support planning and environmental assessments. Work closely with engineers, stakeholders, and clients to drive project success. Provide mentorship and guidance to junior planners. What We're Looking For: Experience with DCO, NSIP/S.37 planning applications. Strong background in overhead lines, transmission, or large-scale infrastructure projects. Proficiency in GIS software for planning and environmental assessments. Excellent project management skills with the ability to coordinate complex schemes. A relevant degree in Planning, Geography, Environmental Science, or similar. Salary & Benefits: Up to £80,000 DOE plus a competitive benefits package. Locations: East Yorkshire Hull Derby Tadcaster Surrey This is a fantastic opportunity for a skilled planner looking to take on a leadership role in a growing team. If you are ready for your next challenge and to avoid missing out please apply today with a copy of your CV then call Tullula Farrell on (phone number removed).
Oct 25, 2025
Full time
Principal Town Planner Engineering Consultancy Are you a Principal Planner with experience in DCO, NSIP/S.37, and GIS software? Do you have a background in overhead lines, transmission, or large-scale infrastructure projects? This is an exciting opportunity to join a leading engineering firm, where you will play a key role in managing planning projects for overhead lines and transmission. You will work closely with engineers, coordinate project teams, and ensure the smooth delivery of complex infrastructure schemes. Key Responsibilities: Lead the planning and development of NSIP/S.37 applications. Manage multidisciplinary inputs and ensure successful project submissions. Oversee project management activities, ensuring timely and cost-effective delivery. Utilise GIS software to support planning and environmental assessments. Work closely with engineers, stakeholders, and clients to drive project success. Provide mentorship and guidance to junior planners. What We're Looking For: Experience with DCO, NSIP/S.37 planning applications. Strong background in overhead lines, transmission, or large-scale infrastructure projects. Proficiency in GIS software for planning and environmental assessments. Excellent project management skills with the ability to coordinate complex schemes. A relevant degree in Planning, Geography, Environmental Science, or similar. Salary & Benefits: Up to £80,000 DOE plus a competitive benefits package. Locations: East Yorkshire Hull Derby Tadcaster Surrey This is a fantastic opportunity for a skilled planner looking to take on a leadership role in a growing team. If you are ready for your next challenge and to avoid missing out please apply today with a copy of your CV then call Tullula Farrell on (phone number removed).
Job Title: Senior Paraplanner Location: Coventry (Hybrid Working) Salary: £45,000 (depending on experience) Benefits: 28 days holiday (increasing to 29 after 3 years and 30 after 5 years) Study support Flexible hybrid working About the Role: Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients. Key Responsibilities: Preparing detailed suitability reports and recommendations Conducting technical research and analysis across pensions, investments, protection and tax planning Supporting advisors in client meetings with technical queries and planning Maintaining accurate records in line with compliance requirements Assisting in the development of internal processes and best practices About You: Minimum of 3 years' experience in a paraplanning role Level 4 Diploma qualified (or working towards Chartered status) Strong technical knowledge of pensions, investments, and financial planning Excellent report writing and communication skills Organised, proactive, and committed to ongoing professional development What s on Offer: A supportive and collaborative team environment Genuine career progression opportunities Hybrid working for better work-life balance Generous holiday package with increasing entitlement Full study support towards further qualifications
Oct 25, 2025
Full time
Job Title: Senior Paraplanner Location: Coventry (Hybrid Working) Salary: £45,000 (depending on experience) Benefits: 28 days holiday (increasing to 29 after 3 years and 30 after 5 years) Study support Flexible hybrid working About the Role: Our client, a well-established and growing financial planning firm in Coventry, is seeking a skilled Senior Paraplanner to join their team. This is an excellent opportunity for an experienced paraplanner who is passionate about delivering high-quality support and technical expertise to advisors and clients. Key Responsibilities: Preparing detailed suitability reports and recommendations Conducting technical research and analysis across pensions, investments, protection and tax planning Supporting advisors in client meetings with technical queries and planning Maintaining accurate records in line with compliance requirements Assisting in the development of internal processes and best practices About You: Minimum of 3 years' experience in a paraplanning role Level 4 Diploma qualified (or working towards Chartered status) Strong technical knowledge of pensions, investments, and financial planning Excellent report writing and communication skills Organised, proactive, and committed to ongoing professional development What s on Offer: A supportive and collaborative team environment Genuine career progression opportunities Hybrid working for better work-life balance Generous holiday package with increasing entitlement Full study support towards further qualifications
Job Title: Paraplanner Location: Midlands Salary: Up to £50,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £50,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
Oct 25, 2025
Full time
Job Title: Paraplanner Location: Midlands Salary: Up to £50,000 (depending on experience) About the Role We are seeking an experienced Paraplanner to join our team, working closely with our Financial Planners to provide a compliant, high-quality service to our clients. The ideal candidate will bring professionalism, efficiency, and a strong understanding of financial planning to ensure client objectives are met effectively. Key Responsibilities Work with Financial Planners to discuss client objectives and assist Financial Services Administrators in obtaining necessary information to compile comprehensive suitability reports. Identify planning opportunities and assist in sourcing solutions tailored to client needs, including preparation of tax calculations where required. Ensure all client information is collected in line with 'know your client' principles and company policy. Confirm compliance documentation is accurate and complete at the time of presenting suitability reports. Prepare suitability reports and recommendations for Financial Planner approval, including all client-facing documentation. Ensure client declarations and authorisations are in place before any transactions occur. Conduct fund research and analysis using FE Analytics, Selectapension, Conquest, and other software to produce detailed reports for clients and reviews. Maintain up-to-date suitability report templates, due diligence research on funds, providers, and platforms, and monthly cumulative return tables. Knowledge & Experience Minimum 2 years' experience in a Paraplanning role at an IFA firm. Experience across a variety of financial products with a strong understanding of the full financial planning process. Qualifications: DipPFS or equivalent Level 4 qualification. Excellent client communication and relationship management skills. Strong team working, planning, and prioritisation abilities. Proficient in using IT software systems. High standards of honesty, integrity, dependability, and personal commitment. Ability to work independently to achieve agreed outcomes. Adaptable, enthusiastic, and committed to delivering quality service. The Package Salary: Up to £50,000 depending on experience Pension: Employer contribution of 3% with salary sacrifice for employee contributions Annual Leave: 23 days plus Bank Holidays, increasing by 1 day every 2 years of service (up to 25 days) Additional Benefits: Group life cover (x4 salary), income protection, company sick pay, Employee Assistance Programme, financial wellbeing support
