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private client director
Live Recruitment
Technical Event Director
Live Recruitment
Hybrid - 3 days London office, 2 from home - A rare and exciting opportunity for a Technical Event Director to step into a highly influential leadership role within a bold, collaborative agency delivering some of the most ambitious experiential projects on a global stage. Generous holiday allowance (including your birthday off) Pension and life assurance Private medical insurance Employee support and wellbeing programmes Travel, tech and lifestyle benefits The Company This global, independent and creatively driven experience marketing agency sits firmly at the top of the B2B events world. Partnering with some of the most recognisable brands across tech, software and IT, they continue to grow through trusted long-term relationships and a strong pipeline of new business. With fully integrated in-house teams across creative, production and digital, they consistently push boundaries to deliver bold, innovative solutions across live, hybrid and virtual experiences. Their work spans everything from large-scale global expos and conferences to immersive brand launches, experiential activations and international roadshows. Known for their passion, ambition and commitment to excellence, this agency is a premium name in the industry - delivering award-winning work that leaves a lasting impact. The Role As part of continued growth, they are now seeking an experienced Technical Event Director to lead the technical vision and delivery across a diverse portfolio of complex, high-profile events. This is a senior, strategic role with real influence - perfect for a Technical Event Director who enjoys shaping solutions, leading teams and driving innovation at scale. Key responsibilities include: Setting and leading the overall technical strategy across all client programmes Owning the technical response from brief through to delivery Ensuring seamless end-to-end technical execution across global projects Collaborating closely with creative, production & account teams to align vision and feasibility Building, managing and nurturing key supplier partnerships Managing senior stakeholders, both internally and client-side Overseeing Health & Safety compliance across all technical delivery Leading, mentoring and developing a technical team Providing senior onsite leadership when required Managing technical budgets, costings and financial control The Candidate The ideal Technical Event Director will bring a strong track record of delivering complex, large-scale technical solutions, ideally gained within a production agency or technical supply environment. You will be a confident, credible leader with excellent client-facing skills, able to clearly articulate technical ideas and collaborate effectively across disciplines. The successful Technical Event Director will have broad AV expertise, strong supplier management experience and a solid understanding of current H&S regulations. A passion for innovation and emerging technologies is essential, alongside the ability to identify how these can enhance live experiences. Experience managing or mentoring technical teams is highly desirable. In return, you'll join a passionate, forward-thinking team and play a key role in delivering truly standout events for global brands. Live specialises in all disciplines (and at all levels) across events, experiential and exhibitions. If this position isn't quite right for you, please visit live-recruitment.co.uk to view all current opportunities. As a specialist events recruitment agency, we are committed to building talented and diverse teams. We welcome applications from candidates of all backgrounds and are dedicated to providing an inclusive and accessible recruitment process. If you require any adjustments or accommodations, please let us know.
Mar 17, 2026
Full time
Hybrid - 3 days London office, 2 from home - A rare and exciting opportunity for a Technical Event Director to step into a highly influential leadership role within a bold, collaborative agency delivering some of the most ambitious experiential projects on a global stage. Generous holiday allowance (including your birthday off) Pension and life assurance Private medical insurance Employee support and wellbeing programmes Travel, tech and lifestyle benefits The Company This global, independent and creatively driven experience marketing agency sits firmly at the top of the B2B events world. Partnering with some of the most recognisable brands across tech, software and IT, they continue to grow through trusted long-term relationships and a strong pipeline of new business. With fully integrated in-house teams across creative, production and digital, they consistently push boundaries to deliver bold, innovative solutions across live, hybrid and virtual experiences. Their work spans everything from large-scale global expos and conferences to immersive brand launches, experiential activations and international roadshows. Known for their passion, ambition and commitment to excellence, this agency is a premium name in the industry - delivering award-winning work that leaves a lasting impact. The Role As part of continued growth, they are now seeking an experienced Technical Event Director to lead the technical vision and delivery across a diverse portfolio of complex, high-profile events. This is a senior, strategic role with real influence - perfect for a Technical Event Director who enjoys shaping solutions, leading teams and driving innovation at scale. Key responsibilities include: Setting and leading the overall technical strategy across all client programmes Owning the technical response from brief through to delivery Ensuring seamless end-to-end technical execution across global projects Collaborating closely with creative, production & account teams to align vision and feasibility Building, managing and nurturing key supplier partnerships Managing senior stakeholders, both internally and client-side Overseeing Health & Safety compliance across all technical delivery Leading, mentoring and developing a technical team Providing senior onsite leadership when required Managing technical budgets, costings and financial control The Candidate The ideal Technical Event Director will bring a strong track record of delivering complex, large-scale technical solutions, ideally gained within a production agency or technical supply environment. You will be a confident, credible leader with excellent client-facing skills, able to clearly articulate technical ideas and collaborate effectively across disciplines. The successful Technical Event Director will have broad AV expertise, strong supplier management experience and a solid understanding of current H&S regulations. A passion for innovation and emerging technologies is essential, alongside the ability to identify how these can enhance live experiences. Experience managing or mentoring technical teams is highly desirable. In return, you'll join a passionate, forward-thinking team and play a key role in delivering truly standout events for global brands. Live specialises in all disciplines (and at all levels) across events, experiential and exhibitions. If this position isn't quite right for you, please visit live-recruitment.co.uk to view all current opportunities. As a specialist events recruitment agency, we are committed to building talented and diverse teams. We welcome applications from candidates of all backgrounds and are dedicated to providing an inclusive and accessible recruitment process. If you require any adjustments or accommodations, please let us know.
Talentwise Solutions Legal Recruitment Ltd
Private Client Legal Secretary
Talentwise Solutions Legal Recruitment Ltd Leamington Spa, Warwickshire
Private Client Legal Secretary Leamington Spa Competitive Salary, Commensurate with Experience About the Firm Established for over 200 years, this highly successful, modern, forward-thinking law firm have a close-knit network of offices within Warwickshire and Leicestershire and are expanding their teams, due to consistent and steady business growth, particularly in the field of Private Client/ Wills and Probate. This award-winning firm s culture is one of openness, flexibility, understanding and adaptability, in a friendly and collaborative working environment where everyone achieves a great work/life balance. They are fully committed to supporting training and development of all staff, not only with financial support and mentoring, but with fully paid exam and study leave too. You ll receive guidance and mentoring every step of the way throughout your career with this fabulous employer, to ensure you reach your personal and professional objectives. About the Role This is a full-time permanent role, working 35 hours per week - 9am to 5pm Monday to Friday. The role is fully office-based. What You ll be Doing Providing secretarial and administrative support to fee earners in the Wills and Probate Department Audio and copy typing of correspondence and legal documents Drafting of simple wills and LPA's Assisting with drafting and preparing probate applications Diary management on behalf of fee earners Supporting with file opening, closing and archiving Filing, photocopying and scanning of documents Use of a legal case management system Managing outgoing post and file administration Liaising with clients, executors and third party professionals Taking initial enquiries Providing a warm, supportive service to clients in line with the firm's "human touch" ethos Who We re Looking For: Suitable Candidates Will Have: Previous, up to date private client legal secretarial experience Excellent secretarial and administrative skills Fast, accurate audio and copy typing skills Excellent communication skills Proficiency in MS Office Experience of using digital dictation systems and legal case management systems What s on Offer? Benefits include: 23 days annual leave, rising to 28 days with length of service, plus all UK bank holidays Additional leave over the Christmas shutdown period which doesn't need to be retained from your annual leave entitlement Company sick pay scheme, which increases with length of service Life Assurance and Smart Health Health Cash Plan Private Healthcare after 2 years service Free conveyancing and wills services Discounts on other legal services Company events Company pension Free On-site parking Note : A competitive salary is offered, which will be commensurate with experience. The above information is correct to the best of our knowledge For more information, please contact Tracey at Talentwise Solutions Legal Recruitment About Talentwise Solutions Legal Recruitment Talentwise Solutions Legal Recruitment is a family-run, boutique recruitment agency specialising in legal professional and legal support jobs throughout Coventry and Warwickshire, Birmingham and the Midlands. We offer a tailored service, to find the right role and the right cultural fit for our candidates, and rest assured we will never forward your CV to any firm without first gaining your consent. About Your Consultant Tracey is the Owner and Managing Director of Talentwise Solutions Legal Recruitment, where her focus is on offering a prestigious, consultative, open, and honest service the way she believes recruitment should be! Tracey s passion for recruitment in the legal sector goes back over thirty years, and today it s stronger than ever. Tracey prides herself on her personalised approach to recruiting and will be on hand to guide you through every stage of the process from initial application through to job offer. You know your career is in great hands with Tracey s experience and expertise. Know anyone who might be interested ? We offer generous bonuses up to £500 for successful referrals. Conditions apply - contact us or view our website for details.
Mar 17, 2026
Full time
Private Client Legal Secretary Leamington Spa Competitive Salary, Commensurate with Experience About the Firm Established for over 200 years, this highly successful, modern, forward-thinking law firm have a close-knit network of offices within Warwickshire and Leicestershire and are expanding their teams, due to consistent and steady business growth, particularly in the field of Private Client/ Wills and Probate. This award-winning firm s culture is one of openness, flexibility, understanding and adaptability, in a friendly and collaborative working environment where everyone achieves a great work/life balance. They are fully committed to supporting training and development of all staff, not only with financial support and mentoring, but with fully paid exam and study leave too. You ll receive guidance and mentoring every step of the way throughout your career with this fabulous employer, to ensure you reach your personal and professional objectives. About the Role This is a full-time permanent role, working 35 hours per week - 9am to 5pm Monday to Friday. The role is fully office-based. What You ll be Doing Providing secretarial and administrative support to fee earners in the Wills and Probate Department Audio and copy typing of correspondence and legal documents Drafting of simple wills and LPA's Assisting with drafting and preparing probate applications Diary management on behalf of fee earners Supporting with file opening, closing and archiving Filing, photocopying and scanning of documents Use of a legal case management system Managing outgoing post and file administration Liaising with clients, executors and third party professionals Taking initial enquiries Providing a warm, supportive service to clients in line with the firm's "human touch" ethos Who We re Looking For: Suitable Candidates Will Have: Previous, up to date private client legal secretarial experience Excellent secretarial and administrative skills Fast, accurate audio and copy typing skills Excellent communication skills Proficiency in MS Office Experience of using digital dictation systems and legal case management systems What s on Offer? Benefits include: 23 days annual leave, rising to 28 days with length of service, plus all UK bank holidays Additional leave over the Christmas shutdown period which doesn't need to be retained from your annual leave entitlement Company sick pay scheme, which increases with length of service Life Assurance and Smart Health Health Cash Plan Private Healthcare after 2 years service Free conveyancing and wills services Discounts on other legal services Company events Company pension Free On-site parking Note : A competitive salary is offered, which will be commensurate with experience. The above information is correct to the best of our knowledge For more information, please contact Tracey at Talentwise Solutions Legal Recruitment About Talentwise Solutions Legal Recruitment Talentwise Solutions Legal Recruitment is a family-run, boutique recruitment agency specialising in legal professional and legal support jobs throughout Coventry and Warwickshire, Birmingham and the Midlands. We offer a tailored service, to find the right role and the right cultural fit for our candidates, and rest assured we will never forward your CV to any firm without first gaining your consent. About Your Consultant Tracey is the Owner and Managing Director of Talentwise Solutions Legal Recruitment, where her focus is on offering a prestigious, consultative, open, and honest service the way she believes recruitment should be! Tracey s passion for recruitment in the legal sector goes back over thirty years, and today it s stronger than ever. Tracey prides herself on her personalised approach to recruiting and will be on hand to guide you through every stage of the process from initial application through to job offer. You know your career is in great hands with Tracey s experience and expertise. Know anyone who might be interested ? We offer generous bonuses up to £500 for successful referrals. Conditions apply - contact us or view our website for details.
Page Group
HR Director - Organisational Development & Leadership
Page Group Solihull, West Midlands
The HR Director - Organisational Development & Leadership will lead and shape the strategic HR agenda, focusing on organisational development, leadership, and talent management within the industrial/manufacturing sector. This role requires weekly presence in Solihull, a seasoned professional capable of driving impactful change and aligning HR strategies with business goals. Client Details Page Executive are delighted to partner with this high growth organisation to hire a Part Time HR Director. They are a privately owned international manufacturing group, supplying technically specialised products within high-temperature industrial organisations across Europe, the Middle East and Asia. For over 30 years the company has built a reputation for technical reliability, trusted partnerships and entrepreneurial agility. Today they are entering an important stage of evolution. The business is transitioning from a highly entrepreneurial structure towards a more aligned, leadership-driven organisation capable of scaling internationally, while maintaining the technical credibility and customer trust that underpin its success. With plans to double the business in the next five years, strengthening leadership capability, organisational clarity and talent depth has become a strategic priority. The HR Director - Organisational Development & Leadership will play a central role in shaping this next chapter. Description This role combines strategic HR leadership with organisational diagnosis and leadership development. The HR Director will act as a trusted partner to the CEO and leadership team, helping to design the organisational structure, leadership capability and cultural alignment required to support the next phase of growth. Develop and implement organisational development strategies to support business growth. Create and lead leadership development initiatives to build a strong and capable management team. Create and oversee talent management processes, including succession planning and employee engagement. Collaborate with senior leaders to align HR strategies with business objectives. Ensure compliance with employment legislation and industry standards. Develop and manage HR policies and practices to support a positive workplace culture. Provide strategic guidance on workforce planning and resource allocation. Support change management initiatives to drive organisational effectiveness. Management and development of a HR Administrator Profile To be successful in the role of HR Director - Organisational Development & Leadership: Proven expertise in organisational development and leadership within the industrial/manufacturing sector. Experience in an international role with a deep understanding of contractual and cultural nuances Experience working in founder-led or entrepreneurial organisations undergoing structural evolution Demonstrated capability in organisational design and leadership development Experience supporting dispersed international teams Strong diagnostic ability and organisational judgement Credibility with technically minded leadership populations Strong knowledge of HR policies, employment legislation, and best practices. Experience in driving strategic HR initiatives and leading change management projects. Excellent communication and stakeholder engagement skills. A professional HR qualification or equivalent experience. Please note that due to the headcount of this organisation this is a strategic yet hands on role, you will be partnering the CEO as trusted counsel but will also need to be able to deliver on day to day operational activities with the support of an administrator. The organisation are open to work pattern suggestions for this role with weekly site presence, monthly London presence and very occasional international travel. Job Offer Competitive full time equivalent salary ranging plus benefits package fitting this level of hire This is a unique opportunity to make a significant impact within a respected organisation in Solihull. If you have the required expertise and are ready for your next challenge, we encourage you to apply.
Mar 17, 2026
Full time
The HR Director - Organisational Development & Leadership will lead and shape the strategic HR agenda, focusing on organisational development, leadership, and talent management within the industrial/manufacturing sector. This role requires weekly presence in Solihull, a seasoned professional capable of driving impactful change and aligning HR strategies with business goals. Client Details Page Executive are delighted to partner with this high growth organisation to hire a Part Time HR Director. They are a privately owned international manufacturing group, supplying technically specialised products within high-temperature industrial organisations across Europe, the Middle East and Asia. For over 30 years the company has built a reputation for technical reliability, trusted partnerships and entrepreneurial agility. Today they are entering an important stage of evolution. The business is transitioning from a highly entrepreneurial structure towards a more aligned, leadership-driven organisation capable of scaling internationally, while maintaining the technical credibility and customer trust that underpin its success. With plans to double the business in the next five years, strengthening leadership capability, organisational clarity and talent depth has become a strategic priority. The HR Director - Organisational Development & Leadership will play a central role in shaping this next chapter. Description This role combines strategic HR leadership with organisational diagnosis and leadership development. The HR Director will act as a trusted partner to the CEO and leadership team, helping to design the organisational structure, leadership capability and cultural alignment required to support the next phase of growth. Develop and implement organisational development strategies to support business growth. Create and lead leadership development initiatives to build a strong and capable management team. Create and oversee talent management processes, including succession planning and employee engagement. Collaborate with senior leaders to align HR strategies with business objectives. Ensure compliance with employment legislation and industry standards. Develop and manage HR policies and practices to support a positive workplace culture. Provide strategic guidance on workforce planning and resource allocation. Support change management initiatives to drive organisational effectiveness. Management and development of a HR Administrator Profile To be successful in the role of HR Director - Organisational Development & Leadership: Proven expertise in organisational development and leadership within the industrial/manufacturing sector. Experience in an international role with a deep understanding of contractual and cultural nuances Experience working in founder-led or entrepreneurial organisations undergoing structural evolution Demonstrated capability in organisational design and leadership development Experience supporting dispersed international teams Strong diagnostic ability and organisational judgement Credibility with technically minded leadership populations Strong knowledge of HR policies, employment legislation, and best practices. Experience in driving strategic HR initiatives and leading change management projects. Excellent communication and stakeholder engagement skills. A professional HR qualification or equivalent experience. Please note that due to the headcount of this organisation this is a strategic yet hands on role, you will be partnering the CEO as trusted counsel but will also need to be able to deliver on day to day operational activities with the support of an administrator. The organisation are open to work pattern suggestions for this role with weekly site presence, monthly London presence and very occasional international travel. Job Offer Competitive full time equivalent salary ranging plus benefits package fitting this level of hire This is a unique opportunity to make a significant impact within a respected organisation in Solihull. If you have the required expertise and are ready for your next challenge, we encourage you to apply.
carrington west
Asscoiate Director
carrington west Altrincham, Cheshire
Associate Planning Director Location: Altrincham, Greater Manchester Working Pattern: 4 days in the office, 1 day working from home Sector: Private Consultancy Opportunity Type: Permanent The Opportunity On behalf of a well-established and growing planning consultancy based in Altrincham, we are working with our client to recruit an experienced Associate Planning Director. This role has been created due to continued business growth and a strong pipeline of work across the North West and beyond. It presents an excellent opportunity for an ambitious planner looking to step into a senior leadership role and help shape the future of a thriving consultancy. The Role Depending on experience and level, responsibilities may include: Managing and delivering a varied portfolio of planning projects from inception through to determination Providing expert planning advice to clients across residential, commercial and mixed-use schemes Leading and mentoring junior members of the planning team Building and maintaining strong client relationships Contributing to business development, fee proposals and repeat work Representing clients at planning committees, public consultations and stakeholder meetings At Associate/Director level: contributing to strategic growth, team development and potential equity discussions About You We are keen to speak with planners who can demonstrate: A degree in Town Planning or a related discipline MRTPI (or working towards for Senior level) Significant experience within a UK private sector planning consultancy A strong track record of managing planning applications and appeals Excellent written and verbal communication skills Commercial awareness and the ability to manage client relationships Leadership experience or a clear desire to progress into a senior management role What's on Offer Competitive salary, negotiable depending on experience and level Clear progression pathway to Associate and Director Opportunity to join a growing consultancy with a collaborative culture Hybrid working: 4 days office-based, 1 day from home Exposure to high-quality projects and long-term career prospects How to Apply All applications and enquiries will be treated in the strictest confidence. For more information or a confidential discussion, please apply with your CV or get in touch directly with Tullula Farrell on (phone number removed).
Mar 17, 2026
Full time
Associate Planning Director Location: Altrincham, Greater Manchester Working Pattern: 4 days in the office, 1 day working from home Sector: Private Consultancy Opportunity Type: Permanent The Opportunity On behalf of a well-established and growing planning consultancy based in Altrincham, we are working with our client to recruit an experienced Associate Planning Director. This role has been created due to continued business growth and a strong pipeline of work across the North West and beyond. It presents an excellent opportunity for an ambitious planner looking to step into a senior leadership role and help shape the future of a thriving consultancy. The Role Depending on experience and level, responsibilities may include: Managing and delivering a varied portfolio of planning projects from inception through to determination Providing expert planning advice to clients across residential, commercial and mixed-use schemes Leading and mentoring junior members of the planning team Building and maintaining strong client relationships Contributing to business development, fee proposals and repeat work Representing clients at planning committees, public consultations and stakeholder meetings At Associate/Director level: contributing to strategic growth, team development and potential equity discussions About You We are keen to speak with planners who can demonstrate: A degree in Town Planning or a related discipline MRTPI (or working towards for Senior level) Significant experience within a UK private sector planning consultancy A strong track record of managing planning applications and appeals Excellent written and verbal communication skills Commercial awareness and the ability to manage client relationships Leadership experience or a clear desire to progress into a senior management role What's on Offer Competitive salary, negotiable depending on experience and level Clear progression pathway to Associate and Director Opportunity to join a growing consultancy with a collaborative culture Hybrid working: 4 days office-based, 1 day from home Exposure to high-quality projects and long-term career prospects How to Apply All applications and enquiries will be treated in the strictest confidence. For more information or a confidential discussion, please apply with your CV or get in touch directly with Tullula Farrell on (phone number removed).
Boston Hale
Director - Governance and Regulation
Boston Hale
An established consultancy operating within the public sector advisory space is seeking an experienced Director - Governance & Regulation to join its growing team. This senior leadership role sits within a specialist governance and regulatory consultancy function, supporting housing providers, local authorities and sector bodies to strengthen governance frameworks, ensure regulatory compliance, and support sustainable organisational performance. This is an excellent opportunity for a highly experienced governance and regulation specialist to lead complex consultancy projects at Board and Executive level, develop new business opportunities, and contribute to the continued growth and strategic development of the governance and regulation advisory offering. Duties Lead governance and regulatory consultancy projects for social housing clients Act as primary client contact at Board and Executive level Scope, budget, resource, and oversee project delivery Ensure high-quality outputs and client satisfaction Maintain senior client relationships and account management Support development and evolution of the advisory service Provide team leadership, mentoring, and knowledge sharing Drive business development, bids, and sector engagement Represent the organisation externally as a technical expert Support corporate initiatives and internal reporting systems Person Requirements Significant senior leadership experience within governance and regulatory compliance Extensive experience within the social housing sector Proven track record of developing and implementing strategic plans Ability to operate with credibility and authority at Board and Executive level Benefits Flexible, home-based working arrangements Private medical scheme Health cash plan with contributions towards optical, dental and wellbeing treatments Diversity, equity and inclusion are at the heart of what we value as an organisation. Boston Hale is an equal opportunities employer, and all qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, age, disability or any other status protected by law.
Mar 17, 2026
Full time
An established consultancy operating within the public sector advisory space is seeking an experienced Director - Governance & Regulation to join its growing team. This senior leadership role sits within a specialist governance and regulatory consultancy function, supporting housing providers, local authorities and sector bodies to strengthen governance frameworks, ensure regulatory compliance, and support sustainable organisational performance. This is an excellent opportunity for a highly experienced governance and regulation specialist to lead complex consultancy projects at Board and Executive level, develop new business opportunities, and contribute to the continued growth and strategic development of the governance and regulation advisory offering. Duties Lead governance and regulatory consultancy projects for social housing clients Act as primary client contact at Board and Executive level Scope, budget, resource, and oversee project delivery Ensure high-quality outputs and client satisfaction Maintain senior client relationships and account management Support development and evolution of the advisory service Provide team leadership, mentoring, and knowledge sharing Drive business development, bids, and sector engagement Represent the organisation externally as a technical expert Support corporate initiatives and internal reporting systems Person Requirements Significant senior leadership experience within governance and regulatory compliance Extensive experience within the social housing sector Proven track record of developing and implementing strategic plans Ability to operate with credibility and authority at Board and Executive level Benefits Flexible, home-based working arrangements Private medical scheme Health cash plan with contributions towards optical, dental and wellbeing treatments Diversity, equity and inclusion are at the heart of what we value as an organisation. Boston Hale is an equal opportunities employer, and all qualified applicants will receive consideration for employment without regard to race, religion, sex, sexual orientation, age, disability or any other status protected by law.
Penguin Recruitment
Graduate Planner Town Planner
Penguin Recruitment Romsey, Hampshire
Job Title: Graduate Town Planner Town Planner Location: Romsey, Hampshire Penguin Recruitment is delighted to be supporting a well-established, privately owned housebuilder and strategic land promoter in their search for a Planning Graduate / Town Planner to join their in-house planning team based in Romsey. This is an excellent opportunity for a motivated graduate or early-career planner to gain hands-on experience across the full lifecycle of residential and mixed-use developments. Working closely with the Planning Director and Land & Development team, you will play a genuine role in securing planning consents for high-quality schemes, helping to bring forward new homes and sustainable communities across the South of England. This is a role where you won't just be preparing reports - you'll see your work translate into real projects on the ground. The Role Assisting in the preparation and submission of planning applications and appeals Supporting the promotion of strategic land through the Local Plan process Coordinating technical consultants and reviewing supporting documentation Undertaking site appraisals and planning research Engaging with local authorities and key stakeholders Supporting viability assessments and development strategy work You will gain exposure to both immediate planning applications and longer-term strategic land promotion, offering a broad and commercially focused planning experience. About You RTPI-accredited degree in Town Planning or related discipline Working towards (or keen to work towards) MRTPI chartership Strong written and verbal communication skills Organised, proactive and commercially aware Full UK driving licence preferred This position would suit either a recent graduate or a planner with up to 2-3 years' experience, whether from consultancy, local authority or client-side background. What's On Offer Support towards Royal Town Planning Institute (RTPI) chartership (MRTPI) Exposure to strategic decision-making and complex projects Competitive salary with performance-related bonus Matched pension contribution Electric car scheme Collaborative and supportive team environment Clear progression pathway within a growing business Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Mar 17, 2026
Full time
Job Title: Graduate Town Planner Town Planner Location: Romsey, Hampshire Penguin Recruitment is delighted to be supporting a well-established, privately owned housebuilder and strategic land promoter in their search for a Planning Graduate / Town Planner to join their in-house planning team based in Romsey. This is an excellent opportunity for a motivated graduate or early-career planner to gain hands-on experience across the full lifecycle of residential and mixed-use developments. Working closely with the Planning Director and Land & Development team, you will play a genuine role in securing planning consents for high-quality schemes, helping to bring forward new homes and sustainable communities across the South of England. This is a role where you won't just be preparing reports - you'll see your work translate into real projects on the ground. The Role Assisting in the preparation and submission of planning applications and appeals Supporting the promotion of strategic land through the Local Plan process Coordinating technical consultants and reviewing supporting documentation Undertaking site appraisals and planning research Engaging with local authorities and key stakeholders Supporting viability assessments and development strategy work You will gain exposure to both immediate planning applications and longer-term strategic land promotion, offering a broad and commercially focused planning experience. About You RTPI-accredited degree in Town Planning or related discipline Working towards (or keen to work towards) MRTPI chartership Strong written and verbal communication skills Organised, proactive and commercially aware Full UK driving licence preferred This position would suit either a recent graduate or a planner with up to 2-3 years' experience, whether from consultancy, local authority or client-side background. What's On Offer Support towards Royal Town Planning Institute (RTPI) chartership (MRTPI) Exposure to strategic decision-making and complex projects Competitive salary with performance-related bonus Matched pension contribution Electric car scheme Collaborative and supportive team environment Clear progression pathway within a growing business Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
RMK Talent Solutions
Private Client Director
RMK Talent Solutions Edinburgh, Midlothian
This position is remotely based so location is open across the United Kingdom! Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you! The Day-to-Day: The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising. What are they seeking? Consistent and quantifiable individual sales success with stock market investors Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF) Minimum of five years of success selling to high net worth individuals Quantifiable track record in closing new investor business Strong competitive drive; plays to win and has desire to be Goal-oriented and results-focused; "money is a measure of success" mentality Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding sales ability with documented track record of success Optimistic outlook; sees opportunities not problems Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities High activity orientation and exceptional work ethic Phenomenal interpersonal communication skills; is confident, dynamic and assertive If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you.
Mar 17, 2026
Full time
This position is remotely based so location is open across the United Kingdom! Are you a highly-entrepreneurial person who enjoys building relationships with prospects? If so, our client is seeking Private Client Directors which might be the opportunity for you! The Day-to-Day: The primary responsibilities of the Private Client Director are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling you to focus mainly on asset raising. What are they seeking? Consistent and quantifiable individual sales success with stock market investors Hold minimum level-4 financial advice qualifications (CII, CISI or LIBF) Minimum of five years of success selling to high net worth individuals Quantifiable track record in closing new investor business Strong competitive drive; plays to win and has desire to be Goal-oriented and results-focused; "money is a measure of success" mentality Calculated risk-taker; willing to win-some, lose some Proven closer; outstanding sales ability with documented track record of success Optimistic outlook; sees opportunities not problems Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities High activity orientation and exceptional work ethic Phenomenal interpersonal communication skills; is confident, dynamic and assertive If you are seeking a highly lucrative compensation structure and organisation keen to see you progress year-on-year then this could be the one for you.
Savills
Associate Director/Director - Development Valuations
Savills Cambridge, Cambridgeshire
Role Overview We have a great opportunity for an experienced, RICS/FRICS qualified and RICS Registered Valuer to join a successful and well established valuation team based in Cambridge. We are seeking a motivated and driven valuation surveyor who will have a strong interest in contributing to the strategic growth of the team and seeking new opportunities, including managing existing client relationships, targeting new business and building a professional network. The role will focus on the valuation of development land as well as residential, mixed use and strategic land. You will be involved in generating new business leads and servicing existing work. Business generation is at the forefront of this role and therefore we are looking for a genuine self-starter. Click here to download the full job specification. Please ensure you read this before applying. What we offer you: Career and Professional Development 25-30 Days Annual Leave, depending on grade Life Assurance Private Medical Scheme Virtual GP Global Mobility Scheme Rewards Platform Company Pension Scheme Enhanced Incremental Annual Leave Find out more about Savills offer Team Overview You will based within a wider development team of 15 people providing land agency and development consultancy across the Eastern Region. The successful candidate will join the valuation team currently comprising a Director, two Associate Directors, a Senior Surveyor, Apprentice and Admin Support. The role is based in Cambridge and generally covers an area of up to an hour's drive from the office. The team is experienced in providing Red Book valuations for a variety of purposes including loan security, accounts, taxation and purchase/sale and work with a range of clients including banks, landowners, developers, private individuals and institutions such as Local Authorities and Registered Providers. Recruitment agencies Savills only pay agency fees where we have a signed agreement in place and that agency has been previously contacted and directed by a member of our recruitment team. We do not pay agency fees when speculative and unsolicited CVs are submitted to Savills or any of our employees other than via our careers website and through our recruitment process. If this is not adhered to, agency fees will not be paid.Submission of any unsolicited CVs or proposals to Savills will be deemed evidence of full and unlimited acceptance of this approach.
Mar 17, 2026
Full time
Role Overview We have a great opportunity for an experienced, RICS/FRICS qualified and RICS Registered Valuer to join a successful and well established valuation team based in Cambridge. We are seeking a motivated and driven valuation surveyor who will have a strong interest in contributing to the strategic growth of the team and seeking new opportunities, including managing existing client relationships, targeting new business and building a professional network. The role will focus on the valuation of development land as well as residential, mixed use and strategic land. You will be involved in generating new business leads and servicing existing work. Business generation is at the forefront of this role and therefore we are looking for a genuine self-starter. Click here to download the full job specification. Please ensure you read this before applying. What we offer you: Career and Professional Development 25-30 Days Annual Leave, depending on grade Life Assurance Private Medical Scheme Virtual GP Global Mobility Scheme Rewards Platform Company Pension Scheme Enhanced Incremental Annual Leave Find out more about Savills offer Team Overview You will based within a wider development team of 15 people providing land agency and development consultancy across the Eastern Region. The successful candidate will join the valuation team currently comprising a Director, two Associate Directors, a Senior Surveyor, Apprentice and Admin Support. The role is based in Cambridge and generally covers an area of up to an hour's drive from the office. The team is experienced in providing Red Book valuations for a variety of purposes including loan security, accounts, taxation and purchase/sale and work with a range of clients including banks, landowners, developers, private individuals and institutions such as Local Authorities and Registered Providers. Recruitment agencies Savills only pay agency fees where we have a signed agreement in place and that agency has been previously contacted and directed by a member of our recruitment team. We do not pay agency fees when speculative and unsolicited CVs are submitted to Savills or any of our employees other than via our careers website and through our recruitment process. If this is not adhered to, agency fees will not be paid.Submission of any unsolicited CVs or proposals to Savills will be deemed evidence of full and unlimited acceptance of this approach.
BDO UK
Corporate Tax Assistant Manager
BDO UK Chester, Cheshire
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. You'll be someone with A degree level education and/or CTA and/or ACA qualified or equivalent with demonstrable post qualified experience. Experience of managing a portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person. Experience of leading complex projects Experience of people management. You'll also be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Mar 17, 2026
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. Our clients are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and the owners and management teams that lead them. We'll broaden your horizons Working, achieving, and thriving together, our Tax team move with every challenge. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. Tax is a dynamic, ever-changing industry. As our clients' needs and the regulatory environment evolve, you'll encounter new problems to solve and new opportunities for growth. Whether it's advising clients on high-profile specialisms like Corporation Tax or leading the implementation of intelligent technology solutions, you'll enjoy variety as well as stretch in your role. BDO supports all kinds of different businesses in different sectors across the UK and around the world. You'll be providing Tax Advisory services to start-ups and scale-ups, to private businesses and FTSE listed multinationals. Each of our clients has different needs and in applying your expertise in different contexts, you'll develop your skills and gain valuable experience that will serve you throughout your career. We'll help you succeed Our clients trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with clients and building long-lasting relationships. You'll be someone who can work pro-actively, managing your own tasks, but you'll also be confident collaborating with others, communicating regularly with senior managers, Directors, and BDO's Partners to enable us to serve our clients effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to our clients. You'll be someone with A degree level education and/or CTA and/or ACA qualified or equivalent with demonstrable post qualified experience. Experience of managing a portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection. Understands potential risks to the Firm in relation to the Firm's quality control procedures and raising to the appropriate person. Experience of leading complex projects Experience of people management. You'll also be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. We can provide the best support for our clients and people when we're working side by side. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions. We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Focus Search and Selection
Director of Corporate Accounts
Focus Search and Selection
Director of Corporate Accounts Corporate Pensions & Employee Benefits Field-Based (London access required) A senior leadership role with real ownership, real influence and a clear pathway forward. My client is a privately owned, acquisitive financial services business with a high-quality corporate portfolio at the centre of our growth strategy. With their current Head of Corporate retiring, they're appointing a Director to take stewardship of an established and profitable book - and lead its next phase. This is a succession hire. Not a rebuild. Not a vanity title. The Role You will assume full responsibility for the Corporate division, overseeing 55+ employer schemes and c.4,000 members across 30+ businesses. Your focus: Protect and deepen key employer relationships Drive organic revenue growth across employers and members Lead and develop an experienced support team Own divisional performance and standards Work closely with Wealth and Sales to maximise cross-division opportunity Contribute at senior leadership level You will have autonomy from day one and genuine commercial accountability. About You You are an experienced corporate pensions and employee benefits adviser operating at senior level. You are trusted by directors and business owners and comfortable leading strategic conversations. You will bring: 5+ years' experience in corporate pensions, group risk and employee benefits Adviser qualifications Strong technical knowledge across workplace pensions, group risk, auto-enrolment, PPPs/SIPPs, director schemes and SSAS Commercial judgement and a growth mindset You may already be leading a portfolio but lack the progression, autonomy or influence you're capable of. This role offers all three. Bringing clients is welcome, but not essential. Leadership, credibility and stewardship are the priority. The Offer Competitive basic salary Car allowance Commission and quarterly bonus linked to corporate growth Employee share scheme Generous holiday and pension Clear progression into broader senior or executive responsibility If you are ready to take ownership of an established corporate book and shape the future of a growing division, apply with your CV and a short note on why this role appeals to you.
Mar 17, 2026
Full time
Director of Corporate Accounts Corporate Pensions & Employee Benefits Field-Based (London access required) A senior leadership role with real ownership, real influence and a clear pathway forward. My client is a privately owned, acquisitive financial services business with a high-quality corporate portfolio at the centre of our growth strategy. With their current Head of Corporate retiring, they're appointing a Director to take stewardship of an established and profitable book - and lead its next phase. This is a succession hire. Not a rebuild. Not a vanity title. The Role You will assume full responsibility for the Corporate division, overseeing 55+ employer schemes and c.4,000 members across 30+ businesses. Your focus: Protect and deepen key employer relationships Drive organic revenue growth across employers and members Lead and develop an experienced support team Own divisional performance and standards Work closely with Wealth and Sales to maximise cross-division opportunity Contribute at senior leadership level You will have autonomy from day one and genuine commercial accountability. About You You are an experienced corporate pensions and employee benefits adviser operating at senior level. You are trusted by directors and business owners and comfortable leading strategic conversations. You will bring: 5+ years' experience in corporate pensions, group risk and employee benefits Adviser qualifications Strong technical knowledge across workplace pensions, group risk, auto-enrolment, PPPs/SIPPs, director schemes and SSAS Commercial judgement and a growth mindset You may already be leading a portfolio but lack the progression, autonomy or influence you're capable of. This role offers all three. Bringing clients is welcome, but not essential. Leadership, credibility and stewardship are the priority. The Offer Competitive basic salary Car allowance Commission and quarterly bonus linked to corporate growth Employee share scheme Generous holiday and pension Clear progression into broader senior or executive responsibility If you are ready to take ownership of an established corporate book and shape the future of a growing division, apply with your CV and a short note on why this role appeals to you.
carrington west
Town Planner
carrington west
Town Planner Salary: £40,000-£48,000 + excellent benefits Location: Central London Working pattern: 5 days a week in the office You'll be joining a well-established planning consultancy of around 90 people, working across a wide variety of projects from major mixed-use and residential schemes to commercial and regeneration developments. This is an opportunity to be part of a collaborative and supportive environment where you'll have plenty of exposure and responsibility from day one. What you'll be doing You'll be managing projects, preparing and submitting planning applications, coordinating with clients, architects, and local authorities, and contributing to planning appeals and development strategies. You'll also support senior / Associate planners and directors on larger, high-profile schemes while continuing to build your own client relationships. What you'll need Around 2-4 years' experience in town planning (ideally in the private sector) MRTPI qualified or working towards chartership Strong understanding of UK planning legislation and policy Excellent written and verbal communication skills A proactive, detail-oriented approach and confidence working with clients You'll be part of a forward-thinking consultancy that truly values its people. Alongside a very competitive salary, you'll benefit from excellent company perks, structured progression, and the chance to work on diverse, high-quality projects in one of the best teams in London. If you're an ambitious Town Planner ready to take the next step in your career apply today with your CV. If you want to discuss this further you can contact Tullula Farrell on (phone number removed).
Mar 17, 2026
Full time
Town Planner Salary: £40,000-£48,000 + excellent benefits Location: Central London Working pattern: 5 days a week in the office You'll be joining a well-established planning consultancy of around 90 people, working across a wide variety of projects from major mixed-use and residential schemes to commercial and regeneration developments. This is an opportunity to be part of a collaborative and supportive environment where you'll have plenty of exposure and responsibility from day one. What you'll be doing You'll be managing projects, preparing and submitting planning applications, coordinating with clients, architects, and local authorities, and contributing to planning appeals and development strategies. You'll also support senior / Associate planners and directors on larger, high-profile schemes while continuing to build your own client relationships. What you'll need Around 2-4 years' experience in town planning (ideally in the private sector) MRTPI qualified or working towards chartership Strong understanding of UK planning legislation and policy Excellent written and verbal communication skills A proactive, detail-oriented approach and confidence working with clients You'll be part of a forward-thinking consultancy that truly values its people. Alongside a very competitive salary, you'll benefit from excellent company perks, structured progression, and the chance to work on diverse, high-quality projects in one of the best teams in London. If you're an ambitious Town Planner ready to take the next step in your career apply today with your CV. If you want to discuss this further you can contact Tullula Farrell on (phone number removed).
Service Service Employment Agency Limited
Team Co-Ordinator Support (Financial Planning)
Service Service Employment Agency Limited Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Team Co-Ordinator to support their Administration Team Managers and Leaders. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration). Purpose of role To support the Team Manager and Team Leaders to ensure delivery of a high-quality financial planning service to clients Supporting the Team Manager and Team Leaders, co-ordinating training and a number of scheduled team projects, and with ad hoc events that occur Supporting the Team Leaders in overseeing and improving the quality of our procedures and processes, including regular review to keep them fit for purpose, efficient and up to date Analysis and sharing of data with the Team Leaders and wider team Establish and maintain effective relationships with the team and colleagues to ensure a smooth, timely and best of class service to clients Key Responsibilities Training & Processes Collating training needs across the team, including product, process and platform requirements Establishing Training Plans for new joiners Join team meetings regularly to gain insight to develop knowledge & feedback on project updates Helping ensure best practice is followed consistently and to check understanding of new processes Support the wider team to develop process maps of key processes (outside of Advice Flows) Data Utilising and analysing the support team data available, through Quick View and other MI to support the Team Leaders to manage their sub teams effectively by highlighting reporting exceptions, including: Overdue tasks Advice Flow processes Delays with progressing new business Where processes are not being followed Client authorisation queue Quality of client instructions Trade authorisation data Cash Weightings Process Errors Co-ordination of the error spreadsheet, ensuring errors are logged immediately with full details, tasks are added to Intelliflo and liaising with Team Manager and Compliance Director to enable swift calculation of any loss and appropriate payment. Supporting the Team Leaders and support in undertaking the root cause analysis and assessment of any training requirements or process changes. Project Co-ordination Generating reports and collating data from platforms and our Operations Team to provide the Teams with the data required Setting up tracking spreadsheets to track projects and share progress reports with the Teams and Operations, for example with: ISA Utilisation CGT assessment and report issues Platform Rebalances Client Mailings Liaison with the team and feeding back progress on team projects, e.g. adoption of PensionLab, new Client Schedule Platforms Supporting the Team Leaders when Platform systems fail, and actions and client communications need co-ordinating. Personal Specification Financial Services Regulated Environment knowledge Active CPD Compliance training Providing accurate and timely financial services administrative support Good understanding of internal systems and processes for PC Experience of dealing with complex and challenging situations Identifying areas for improvement To have provided coaching and development to support others, enabling personal growth and promotion Solid understanding of providers and resolving issues Sharing knowledge and best practise with others Relevant financial legislation, rules and regulations, procedures and processes Risk management Basic understanding of pensions and investments Excellent technical knowledge across all aspects of financial planning Decision-making and problem solving Planning, time management and organisation skills Project management and process mapping Data analysis Ability to set up and maintain exception reporting Team building Coaching Mentoring Strategic thinking Creativity and innovation Ability to train others Proficient IT skills, especially company specific software and Microsoft products Build and maintain professional relationships Networking Leadership skills - motivating and inspiring others Active listening with empathy Asking the right questions with curiosity to gain insight into businesses Communicating with emotional intelligence Communicating under pressure Effective writing Expressing yourself Assertive Presenting data and information with confidence Ability to communicate complex information in a simple way Giving and receiving feedback Interpreting body language, identifying what is not being said Adaptable - ability to flex your style and approach in response to different people and different circumstances Behaving in a professional manner both in the office and with clients Trust and integrity Genuine interest in people Willingness to challenge, learn and continuously improve Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Mar 17, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Team Co-Ordinator to support their Administration Team Managers and Leaders. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration). Purpose of role To support the Team Manager and Team Leaders to ensure delivery of a high-quality financial planning service to clients Supporting the Team Manager and Team Leaders, co-ordinating training and a number of scheduled team projects, and with ad hoc events that occur Supporting the Team Leaders in overseeing and improving the quality of our procedures and processes, including regular review to keep them fit for purpose, efficient and up to date Analysis and sharing of data with the Team Leaders and wider team Establish and maintain effective relationships with the team and colleagues to ensure a smooth, timely and best of class service to clients Key Responsibilities Training & Processes Collating training needs across the team, including product, process and platform requirements Establishing Training Plans for new joiners Join team meetings regularly to gain insight to develop knowledge & feedback on project updates Helping ensure best practice is followed consistently and to check understanding of new processes Support the wider team to develop process maps of key processes (outside of Advice Flows) Data Utilising and analysing the support team data available, through Quick View and other MI to support the Team Leaders to manage their sub teams effectively by highlighting reporting exceptions, including: Overdue tasks Advice Flow processes Delays with progressing new business Where processes are not being followed Client authorisation queue Quality of client instructions Trade authorisation data Cash Weightings Process Errors Co-ordination of the error spreadsheet, ensuring errors are logged immediately with full details, tasks are added to Intelliflo and liaising with Team Manager and Compliance Director to enable swift calculation of any loss and appropriate payment. Supporting the Team Leaders and support in undertaking the root cause analysis and assessment of any training requirements or process changes. Project Co-ordination Generating reports and collating data from platforms and our Operations Team to provide the Teams with the data required Setting up tracking spreadsheets to track projects and share progress reports with the Teams and Operations, for example with: ISA Utilisation CGT assessment and report issues Platform Rebalances Client Mailings Liaison with the team and feeding back progress on team projects, e.g. adoption of PensionLab, new Client Schedule Platforms Supporting the Team Leaders when Platform systems fail, and actions and client communications need co-ordinating. Personal Specification Financial Services Regulated Environment knowledge Active CPD Compliance training Providing accurate and timely financial services administrative support Good understanding of internal systems and processes for PC Experience of dealing with complex and challenging situations Identifying areas for improvement To have provided coaching and development to support others, enabling personal growth and promotion Solid understanding of providers and resolving issues Sharing knowledge and best practise with others Relevant financial legislation, rules and regulations, procedures and processes Risk management Basic understanding of pensions and investments Excellent technical knowledge across all aspects of financial planning Decision-making and problem solving Planning, time management and organisation skills Project management and process mapping Data analysis Ability to set up and maintain exception reporting Team building Coaching Mentoring Strategic thinking Creativity and innovation Ability to train others Proficient IT skills, especially company specific software and Microsoft products Build and maintain professional relationships Networking Leadership skills - motivating and inspiring others Active listening with empathy Asking the right questions with curiosity to gain insight into businesses Communicating with emotional intelligence Communicating under pressure Effective writing Expressing yourself Assertive Presenting data and information with confidence Ability to communicate complex information in a simple way Giving and receiving feedback Interpreting body language, identifying what is not being said Adaptable - ability to flex your style and approach in response to different people and different circumstances Behaving in a professional manner both in the office and with clients Trust and integrity Genuine interest in people Willingness to challenge, learn and continuously improve Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Service Service Employment Agency Limited
Financial Planning Support Administration
Service Service Employment Agency Limited Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Role Purpose To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To support and develop junior team members to enable them to be as efficient and effective as possible Key Responsibilities You will generate and compile documents to create accurate client review packs and check packs where appropriate You will provide accurate and timely information liaising with providers and third parties as necessary You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year) You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client You will complete due diligence for all new business, following the new business checklist. You will generate platform calculators to outline the costs. Highlight any queries with your line manager You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible. Liaise with the Lead Support or Senior Financial Planner Support if you require assistance In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded You will involvement in projects and specific tasks to support your development Essential Skills Attention to detail/accuracy Computer literate and data management Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to identify and raise any issues or errors Ability to follow rules and procedures Experience Providing accurate and timely financial services administrative support (essential) Good IT skills (essential) Development of others (desirable) Writing suitability letters (desirable) Management of client complaints (desirable) Knowledge Mandatory compliance training (essential) Knowledge of pensions and investments (essential) Knowledge of products and services (desirable) Platform functionality (desirable) Use of Intelligent Office (desirable) Skills Attention to detail/accuracy (essential) Computer literate and data management (essential) Analytical (essential) Good organisational and prioritisation skills (essential) Time management (essential) Team working (essential) Ability to build and maintain relationships (essential) Communication - written and verbal (essential) Ability to train others (essential) Ability to raise any issues or errors and challenge where necessary (essential) Coaching (desirable) Mentoring (desirable) Leadership skills - motivating and inspiring others (desirable) Decision making & problem solving (desirable) Team building (desirable) Ability to work pro-actively & on own initiative (desirable) Creativity and innovation (desirable) Personal attributes Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve (essential) Willing to help and support the wider team Willing to listen to constructive feedback & have open and honest conversations Commercial awareness Genuine interest in people Development All professional exams paid for Personal study plans for CII professional qualifications Paid study leave Study books and resources paid for Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (after 1 year) Profit Share Social events Free parking Free drinks/fruit Cycle to work Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme
Mar 17, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Role Purpose To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To support and develop junior team members to enable them to be as efficient and effective as possible Key Responsibilities You will generate and compile documents to create accurate client review packs and check packs where appropriate You will provide accurate and timely information liaising with providers and third parties as necessary You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year) You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client You will complete due diligence for all new business, following the new business checklist. You will generate platform calculators to outline the costs. Highlight any queries with your line manager You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible. Liaise with the Lead Support or Senior Financial Planner Support if you require assistance In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded You will involvement in projects and specific tasks to support your development Essential Skills Attention to detail/accuracy Computer literate and data management Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to identify and raise any issues or errors Ability to follow rules and procedures Experience Providing accurate and timely financial services administrative support (essential) Good IT skills (essential) Development of others (desirable) Writing suitability letters (desirable) Management of client complaints (desirable) Knowledge Mandatory compliance training (essential) Knowledge of pensions and investments (essential) Knowledge of products and services (desirable) Platform functionality (desirable) Use of Intelligent Office (desirable) Skills Attention to detail/accuracy (essential) Computer literate and data management (essential) Analytical (essential) Good organisational and prioritisation skills (essential) Time management (essential) Team working (essential) Ability to build and maintain relationships (essential) Communication - written and verbal (essential) Ability to train others (essential) Ability to raise any issues or errors and challenge where necessary (essential) Coaching (desirable) Mentoring (desirable) Leadership skills - motivating and inspiring others (desirable) Decision making & problem solving (desirable) Team building (desirable) Ability to work pro-actively & on own initiative (desirable) Creativity and innovation (desirable) Personal attributes Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve (essential) Willing to help and support the wider team Willing to listen to constructive feedback & have open and honest conversations Commercial awareness Genuine interest in people Development All professional exams paid for Personal study plans for CII professional qualifications Paid study leave Study books and resources paid for Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (after 1 year) Profit Share Social events Free parking Free drinks/fruit Cycle to work Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme
Service Service Employment Agency Limited
Senior Financial Planner Support
Service Service Employment Agency Limited Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Senior Financial Planning Administrator to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration). Purpose of role To undertake a senior lead support role to the Financial Planners and Directors to ensure clients receive a consistent, high level of service and support To coach and develop team members to ensure delivery of a high-quality service to clients To ensure that client records are up to date and that internal systems and processes are followed consistently by all team members Key responsibilities Generate and compile documents to create accurate client review packs and check packs where appropriate Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with urgent and technical problem solving where necessary Ensure all client correspondence is clear and accurate, arranging completion of policy analysis, liaising with providers and then the Financial Planner, retaining a full audit history of information provided Keep Financial Planners and team members up to date with progress and manage any issues that may arise, escalating any concerns or complaints as necessary. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising Prepare for, and attend, client meetings to support Financial Planners by presenting part of the meeting as appropriate, for example cashflow/CGT calculations, as and when required, in conjunction with line manager approval Conduct pre and post reviews, delegating to FP/ team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly, and actions are completed Coach and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client. Understanding more complex products and assisting with developing procedures for the team Working with platforms and providers where required to ensure clients holdings are correctly managed. This includes authorising SL Wrap wizards, checking inputs to platforms and actioning instructions received to the Client Instruction Queue Generate template suitability letters from Intelligent Office (IO) Develop other team members to enable them to learn/support this activity In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned Ensure IO is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner Ensure all client instructions are processed, using the respective advice flow, checklists and IO event lists and tasks Undertake and manage project activity to ensure the efficient running of the office e.g. streamlining processes and documents, create framework for checking work, ensure templates/documents are updated and in the right place, workflow management Ensure compliance with legislation, rules and procedures at all times. Liaise with the Compliance Manager and Team Leader when standards or processes are not adhered to Personal Specification Diploma qualified or equivalent experience Other qualifications as appropriate Management Qualification or relevant training Good understanding of systems and processes Providing accurate and timely financial services administrative support Development of others Writing suitability letters Producing schedules for all clients Management of client complaints Identifying areas for improvement Experience of dealing with a number of high-level technical queries Experience of dealing with the most complex and challenging situations Knowledge of pensions and investments Sharing knowledge and best practise with others Understanding of providers and resolving issues Attention to detail/accuracy Computer literate and data management Analytical Planning, time management and organisational Time management Team working Ability to train others Ability to build and maintain relationships Communication - written and verbal Ability to challenge where necessary Ability to work proactively and on own initiative Leadership skills - motivating and inspiring others Coaching, mentoring and team building Creativity and innovation Excellent report writing and presentation skills Decision-making and problem solving Active listening with empathy, asking the right questions with curiosity to gain insight into people Communicating with emotional intelligence Communicating under pressure Effective writing Presenting data and information with confidence Ability to communicate complex information in a simple way Giving and receiving feedback Adaptable - ability to flex your style and approach in response to different clients and different circumstances Negotiating Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve Commercial awareness Genuine interest in people Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Mar 17, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Senior Financial Planning Administrator to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration). Purpose of role To undertake a senior lead support role to the Financial Planners and Directors to ensure clients receive a consistent, high level of service and support To coach and develop team members to ensure delivery of a high-quality service to clients To ensure that client records are up to date and that internal systems and processes are followed consistently by all team members Key responsibilities Generate and compile documents to create accurate client review packs and check packs where appropriate Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with urgent and technical problem solving where necessary Ensure all client correspondence is clear and accurate, arranging completion of policy analysis, liaising with providers and then the Financial Planner, retaining a full audit history of information provided Keep Financial Planners and team members up to date with progress and manage any issues that may arise, escalating any concerns or complaints as necessary. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising Prepare for, and attend, client meetings to support Financial Planners by presenting part of the meeting as appropriate, for example cashflow/CGT calculations, as and when required, in conjunction with line manager approval Conduct pre and post reviews, delegating to FP/ team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly, and actions are completed Coach and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client. Understanding more complex products and assisting with developing procedures for the team Working with platforms and providers where required to ensure clients holdings are correctly managed. This includes authorising SL Wrap wizards, checking inputs to platforms and actioning instructions received to the Client Instruction Queue Generate template suitability letters from Intelligent Office (IO) Develop other team members to enable them to learn/support this activity In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned Ensure IO is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner Ensure all client instructions are processed, using the respective advice flow, checklists and IO event lists and tasks Undertake and manage project activity to ensure the efficient running of the office e.g. streamlining processes and documents, create framework for checking work, ensure templates/documents are updated and in the right place, workflow management Ensure compliance with legislation, rules and procedures at all times. Liaise with the Compliance Manager and Team Leader when standards or processes are not adhered to Personal Specification Diploma qualified or equivalent experience Other qualifications as appropriate Management Qualification or relevant training Good understanding of systems and processes Providing accurate and timely financial services administrative support Development of others Writing suitability letters Producing schedules for all clients Management of client complaints Identifying areas for improvement Experience of dealing with a number of high-level technical queries Experience of dealing with the most complex and challenging situations Knowledge of pensions and investments Sharing knowledge and best practise with others Understanding of providers and resolving issues Attention to detail/accuracy Computer literate and data management Analytical Planning, time management and organisational Time management Team working Ability to train others Ability to build and maintain relationships Communication - written and verbal Ability to challenge where necessary Ability to work proactively and on own initiative Leadership skills - motivating and inspiring others Coaching, mentoring and team building Creativity and innovation Excellent report writing and presentation skills Decision-making and problem solving Active listening with empathy, asking the right questions with curiosity to gain insight into people Communicating with emotional intelligence Communicating under pressure Effective writing Presenting data and information with confidence Ability to communicate complex information in a simple way Giving and receiving feedback Adaptable - ability to flex your style and approach in response to different clients and different circumstances Negotiating Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve Commercial awareness Genuine interest in people Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Service Service Employment Agency Limited
Technical Financial Planner Support (Paraplanner)
Service Service Employment Agency Limited Bury St. Edmunds, Suffolk
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Purpose of the role To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team Help maintain and develop a number of client services Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary Key responsibilities Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary Check more complex policy analysis and complete complex calculations for clients Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver. Involvement with developing procedures for the team Ensure internal systems and processes are followed consistently amongst team members Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously Provide technical training as required and support individual learning and development Maintain and update your personal development record Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents Personal Specification Diploma qualified (essential) Thorough knowledge of systems and processes Experience of dealing with a number of high level technical queries Providing accurate and timely information and administrative support Development of others Managing complex technical issues Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers' products Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates Platform functionality Mandatory compliance training Pass 'lead support' knowledge test Attention to detail/accuracy Computer literate and data management, including company specific software Analytical, Decision making & problem solving Ability to train others Planning, time management and organisation skills Report writing & presentation skills Time management Ability to build and maintain relationships Ability to work pro-actively, on own initiative and as part of a team Communication - written and verbal Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Mar 17, 2026
Full time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Purpose of the role To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team Help maintain and develop a number of client services Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary Key responsibilities Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary Check more complex policy analysis and complete complex calculations for clients Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver. Involvement with developing procedures for the team Ensure internal systems and processes are followed consistently amongst team members Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously Provide technical training as required and support individual learning and development Maintain and update your personal development record Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents Personal Specification Diploma qualified (essential) Thorough knowledge of systems and processes Experience of dealing with a number of high level technical queries Providing accurate and timely information and administrative support Development of others Managing complex technical issues Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers' products Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates Platform functionality Mandatory compliance training Pass 'lead support' knowledge test Attention to detail/accuracy Computer literate and data management, including company specific software Analytical, Decision making & problem solving Ability to train others Planning, time management and organisation skills Report writing & presentation skills Time management Ability to build and maintain relationships Ability to work pro-actively, on own initiative and as part of a team Communication - written and verbal Benefits 29 days holiday + office closed between Christmas and New Year + Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially
Joshua Robert Recruitment
Facilities Director
Joshua Robert Recruitment Coventry, Warwickshire
Job Title: Facilities Director Location: Coventry - 5 Days On-Site Reporting To: Chief Executive Officer / Board of Directors Role: Our client are a leading Special Purpose Vehicle (SPV) delivering high-quality facilities management and infrastructure services in the healthcare sector. We operate and manage The Coventry and Rugby Hospital Company PLC, providing critical services under a PFI contract. We are seeking an experienced and strategic Facilities Director to join our leadership team and drive operational excellence across all facilities functions. Role Purpose: The Facilities Director will provide senior leadership and strategic direction for the management, operation, and maintenance of hospital facilities under PFI contracts. This role requires a strong track record in managing PFI projects within a healthcare setting, ensuring compliance with contractual obligations, regulatory standards, and service excellence. The successful candidate will be responsible for delivering cost-effective, safe, and sustainable facilities services while maintaining a high standard of patient care environment. Key Responsibilities: Provide strategic leadership and direction for all facilities management operations across the hospital. Oversee the delivery of PFI contracts, ensuring compliance with contract terms, KPIs, and performance standards. Develop and implement long-term maintenance, asset management, and lifecycle strategies for hospital infrastructure. Lead a multi-disciplinary team including estates, maintenance, engineering, and FM service providers. Manage budgets and financial performance for facilities operations, ensuring value for money and contract efficiency. Ensure all facilities comply with statutory regulations, health and safety standards, and NHS requirements. Act as the primary liaison with NHS Trusts, PFI partners, and other stakeholders. Drive continuous improvement initiatives to optimise service delivery, operational performance, and patient satisfaction. Support sustainability and environmental initiatives across the estate. Person Specification / Experience Required: Proven experience as a senior facilities or estates director within a hospital or healthcare environment. Demonstrable track record managing PFI projects/contracts in the NHS or private healthcare sector. Strong knowledge of facilities management, lifecycle planning, and asset management. Excellent understanding of NHS frameworks, statutory compliance, and regulatory requirements. Experience leading multi-disciplinary teams and managing outsourced service providers. Strong financial acumen, including budget management and performance reporting. Excellent stakeholder management and communication skills, with the ability to engage effectively with executive teams, clinicians, and external partners. Strategic thinker with the ability to drive operational excellence and innovation. Qualifications: Professional qualification in Facilities Management, Engineering, or related discipline (e.g., CEng, MCIOB, BIFM Level 7 or equivalent). Relevant PFI/PPP project management experience. Health & Safety qualification (NEBOSH or equivalent) desirable. Why Join Us: Opportunity to lead facilities management for a high-profile hospital under a long-term PFI contract. Be part of a dynamic leadership team with scope to influence strategic direction. Competitive salary and benefits package. Work in a purpose-driven environment delivering critical healthcare services.
Mar 17, 2026
Full time
Job Title: Facilities Director Location: Coventry - 5 Days On-Site Reporting To: Chief Executive Officer / Board of Directors Role: Our client are a leading Special Purpose Vehicle (SPV) delivering high-quality facilities management and infrastructure services in the healthcare sector. We operate and manage The Coventry and Rugby Hospital Company PLC, providing critical services under a PFI contract. We are seeking an experienced and strategic Facilities Director to join our leadership team and drive operational excellence across all facilities functions. Role Purpose: The Facilities Director will provide senior leadership and strategic direction for the management, operation, and maintenance of hospital facilities under PFI contracts. This role requires a strong track record in managing PFI projects within a healthcare setting, ensuring compliance with contractual obligations, regulatory standards, and service excellence. The successful candidate will be responsible for delivering cost-effective, safe, and sustainable facilities services while maintaining a high standard of patient care environment. Key Responsibilities: Provide strategic leadership and direction for all facilities management operations across the hospital. Oversee the delivery of PFI contracts, ensuring compliance with contract terms, KPIs, and performance standards. Develop and implement long-term maintenance, asset management, and lifecycle strategies for hospital infrastructure. Lead a multi-disciplinary team including estates, maintenance, engineering, and FM service providers. Manage budgets and financial performance for facilities operations, ensuring value for money and contract efficiency. Ensure all facilities comply with statutory regulations, health and safety standards, and NHS requirements. Act as the primary liaison with NHS Trusts, PFI partners, and other stakeholders. Drive continuous improvement initiatives to optimise service delivery, operational performance, and patient satisfaction. Support sustainability and environmental initiatives across the estate. Person Specification / Experience Required: Proven experience as a senior facilities or estates director within a hospital or healthcare environment. Demonstrable track record managing PFI projects/contracts in the NHS or private healthcare sector. Strong knowledge of facilities management, lifecycle planning, and asset management. Excellent understanding of NHS frameworks, statutory compliance, and regulatory requirements. Experience leading multi-disciplinary teams and managing outsourced service providers. Strong financial acumen, including budget management and performance reporting. Excellent stakeholder management and communication skills, with the ability to engage effectively with executive teams, clinicians, and external partners. Strategic thinker with the ability to drive operational excellence and innovation. Qualifications: Professional qualification in Facilities Management, Engineering, or related discipline (e.g., CEng, MCIOB, BIFM Level 7 or equivalent). Relevant PFI/PPP project management experience. Health & Safety qualification (NEBOSH or equivalent) desirable. Why Join Us: Opportunity to lead facilities management for a high-profile hospital under a long-term PFI contract. Be part of a dynamic leadership team with scope to influence strategic direction. Competitive salary and benefits package. Work in a purpose-driven environment delivering critical healthcare services.
Fisher Investments
Private Client Advice Internship
Fisher Investments City, London
Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business. The Opportunity: As an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly. The Day-to-Day: Liaise with external parties to gather information on prospective clients' current investments Prepare resources for prospective client meetings Produce reports of prospective clients' current investments with outside providers Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources Prepare and send resources to current clients Assist in formulating elevations for senior management Run cash flow and portfolio simulations for inclusion in the proposals Contact losing providers for plan information Your Qualifications: Strong oral and written articulation skills Ability to collaborate well within a team Have a will-do attitude, be responsible, accountable and driven Be efficient and coordinated Highly reliable and accurate A keen interest in the financial services industry Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Mar 17, 2026
Full time
Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business. The Opportunity: As an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly. The Day-to-Day: Liaise with external parties to gather information on prospective clients' current investments Prepare resources for prospective client meetings Produce reports of prospective clients' current investments with outside providers Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources Prepare and send resources to current clients Assist in formulating elevations for senior management Run cash flow and portfolio simulations for inclusion in the proposals Contact losing providers for plan information Your Qualifications: Strong oral and written articulation skills Ability to collaborate well within a team Have a will-do attitude, be responsible, accountable and driven Be efficient and coordinated Highly reliable and accurate A keen interest in the financial services industry Why Fisher Investments Europe: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees $10,000 fertility, hormonal health and family-forming benefit A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions Gym subsidy of up to £50 per month Employee Assistance Program and other emotional wellbeing services A collaborative working environment that practises ongoing training, educational support and employee appreciation events FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
GORDON YATES
Senior / Associate Party Wall Consultant (Future Regional Lead)
GORDON YATES
Senior / Associate Party Wall Consultant (Future Regional Lead) Manchester £50,000 - £60,000 (DOE Senior) Up to £70,000 (DOE Associate level) + benefits Property Consultancy / Surveying We are recruiting on behalf of a leading multi-disciplinary property consultancy seeking an experienced Senior or Associate Party Wall Consultant to support the growth of their Manchester team. This is a unique leadership-track opportunity offering the chance to work on high-profile development schemes while helping to shape and expand the regional Party Wall service. The successful candidate will work closely with senior leadership, delivering high-quality technical advice while gradually taking on increased responsibility for regional growth, client development and team leadership . The Role You will advise developers, asset managers, institutions and private clients on matters relating to the Party Wall etc. Act 1996 and wider neighbourly matters . Responsibilities will include: • Acting as Building Owner's, Adjoining Owner's and Agreed Surveyor • Preparing and serving statutory notices • Drafting and negotiating Party Wall Awards • Advising on rights of access and boundary matters • Managing multiple instructions across a varied client base • Supporting senior directors on complex development schemes • Building and maintaining strong client relationships • Supporting proposals, budgeting and commercial performance • Contributing to marketing and business development initiatives • Mentoring junior team members where appropriate Leadership & Growth This role offers a clear pathway toward leading the Manchester Party Wall service line , including: • Developing regional growth strategy • Building client and referral networks • Identifying cross-selling opportunities • Supporting recruitment and team development • Contributing to regional revenue performance About You We are looking for a confident and commercially aware consultant who combines strong technical knowledge with leadership potential. Essential: • Proven experience working under the Party Wall etc. Act 1996 • Experience drafting and negotiating Party Wall Awards • Strong client management and negotiation skills • Ability to manage workload independently • Experience advising on neighbourly matters (access licences, consultancy reports etc.) Desirable: • MRICS qualified (or working toward with strong experience) • Existing network within the Manchester / North West property market • Experience supporting business development initiatives • Ambition to progress into a regional leadership role Why Apply? • Work on complex and high-profile development projects • Direct mentorship from senior leadership • Clear leadership pathway within the Manchester market • Excellent career development opportunities • Competitive salary and benefits package Apply now to be considered for this exciting opportunity.
Mar 17, 2026
Full time
Senior / Associate Party Wall Consultant (Future Regional Lead) Manchester £50,000 - £60,000 (DOE Senior) Up to £70,000 (DOE Associate level) + benefits Property Consultancy / Surveying We are recruiting on behalf of a leading multi-disciplinary property consultancy seeking an experienced Senior or Associate Party Wall Consultant to support the growth of their Manchester team. This is a unique leadership-track opportunity offering the chance to work on high-profile development schemes while helping to shape and expand the regional Party Wall service. The successful candidate will work closely with senior leadership, delivering high-quality technical advice while gradually taking on increased responsibility for regional growth, client development and team leadership . The Role You will advise developers, asset managers, institutions and private clients on matters relating to the Party Wall etc. Act 1996 and wider neighbourly matters . Responsibilities will include: • Acting as Building Owner's, Adjoining Owner's and Agreed Surveyor • Preparing and serving statutory notices • Drafting and negotiating Party Wall Awards • Advising on rights of access and boundary matters • Managing multiple instructions across a varied client base • Supporting senior directors on complex development schemes • Building and maintaining strong client relationships • Supporting proposals, budgeting and commercial performance • Contributing to marketing and business development initiatives • Mentoring junior team members where appropriate Leadership & Growth This role offers a clear pathway toward leading the Manchester Party Wall service line , including: • Developing regional growth strategy • Building client and referral networks • Identifying cross-selling opportunities • Supporting recruitment and team development • Contributing to regional revenue performance About You We are looking for a confident and commercially aware consultant who combines strong technical knowledge with leadership potential. Essential: • Proven experience working under the Party Wall etc. Act 1996 • Experience drafting and negotiating Party Wall Awards • Strong client management and negotiation skills • Ability to manage workload independently • Experience advising on neighbourly matters (access licences, consultancy reports etc.) Desirable: • MRICS qualified (or working toward with strong experience) • Existing network within the Manchester / North West property market • Experience supporting business development initiatives • Ambition to progress into a regional leadership role Why Apply? • Work on complex and high-profile development projects • Direct mentorship from senior leadership • Clear leadership pathway within the Manchester market • Excellent career development opportunities • Competitive salary and benefits package Apply now to be considered for this exciting opportunity.
Impatience Earth
Philanthropy Catalyst Lead
Impatience Earth
About the role Research has shown that there is significant potential for new and existing wealth holders to use their resources to fund climate action, and demand for trusted advisors to accelerate both the pace and efficacy of philanthropy. The Impatience Earth team has a track record of delivering quality philanthropy advisory for climate action, and with a growing team we have the capacity to take on new clients. As the Philanthropy Catalyst Lead, you will be instrumental in building a strong pipeline of clients who would benefit from our climate advisory services. You are someone who is comfortable connecting with and engaging wealth holders, such as high-net worth individuals, family foundations and corporate foundations that have the potential to commit substantial resources (£200k+ year) to climate action. These clients may be based in the UK or Europe (as reflects the majority of our client base so far) although you will also work with colleagues engaged in catalysing philanthropy in other regions of the world. You will report directly to the Co-CEO, but also work closely with other members of the team and partners such as the Environmental Funders Network (EFN) to grow climate philanthropy. This is not a fundraising role for Impatience Earth: the primary focus will be to further develop and hone our business development strategy; to find, qualify and cultivate prospects; and to support the delivery of advisory services as needed once prospects are converted into clients. About Impatience Earth Impatience Earth is a non-profit climate philanthropy consultancy founded in 2020 with a mission to educate, challenge and inspire wealth holders to take bolder funding decisions to address the climate emergency. Since 2020, our engagement with over 40 philanthropic foundations and businesses has supported them to make over £250m of new funding available for climate action, and we have already helped them make grants to over 200 different organisations. A great deal of these clients have come from word of mouth and from within our team s existing connections, and we are now looking to expand our reach beyond our own network. We have ambitious plans to unlock greater funding for intersectional climate justice work, with bespoke advisory for new climate funders continuing to be a core pillar of our strategic plan. Key responsibilities include but are not limited to the following: Further developing our business development strategy. This would include: Reviewing and assessing previous and existing business development activities, and prioritising actions Identifying key target audiences and referral partners Proposing realistic and stretch targets for our business development activities Developing concise and effective communications for our target audience, for example, by crafting compelling outreach emails Researching, qualifying and engaging with prospective clients. This would include: Using your past experience of engaging wealth holders to suggest new business development or prospect research ideas Reviewing funder databases for leads and relevant information Initiating a new (simple!) system of tracking client leads from identification to conversion Arranging and joining scoping conversations with potential clients Identifying events and spaces to engage with prospective clients Initiating and managing key relationships. This would include: Stewarding prospective clients who are not yet ready to engage with our services Re-engaging and managing strong relationships with key referral partners and intermediaries, such as EFN, private banks, wealth advisors, family offices and other philanthropy advisors Representing Impatience Earth externally at meetings and events to meet our business development objectives Working closely with colleagues to integrate business development across programmes. This would include: Working with Impatience Earth colleagues who lead our Strategic Communications, Global South and International Partnerships work to guide and support their activities around business development General support and advice to strengthen all staff members business development knowledge and skills Support client delivery. As and when you convert prospects into clients, we may need you to support client leads with delivery. This might include arranging and facilitating expert meetings and strategy sessions. What we re looking for At least 3 years previous experience of working in major gift fundraising, trust and foundation fundraising, private wealth advisory, or similar that gives you insight and knowledge into the philanthropic landscape, HNWIs, and the networks and ecosystem in which they operate Someone who enjoys engaging with philanthropists in-person and at events, and comfortable having interesting but sometimes challenging conversations A proven track record of converting leads into confirmed high value clients (or funders) at the 6- or 7-figure level and managing successful relationships with them Strong research skills, including ability to use datasets and access information to find and qualify prospects Excellent written and verbal communication skills A self starter who is able to think both creatively and strategically about business development; able to work independently but also as part of a dynamic and highly collaborative team Confidence engaging with different types of stakeholders, especially high net worth individuals, and the emotional intelligence and social skills to build genuine, trusted relationships A good understanding of the role of philanthropy in the context of social, economic and climate injustices Committed to tackling the climate crisis with a good grasp of its causes and solutions - though our team will provide training if you have not worked in a climate-focused role before Commitment to anti-oppression and social justice You ll have an advantage if you: Have developed or contributed to the development of a successful fundraising or business development strategy Have previously advised philanthropists, family offices, or foundations How you ll know you re doing a good job Impatience Earth is advising new clients that we had not previously engaged with You have converted prospects into clients that will contribute to our headline KPIs around funding catalysed and disbursed for impactful climate solutions You build and manage a high-quality pipeline of prospects You have stewarded trusted relationships with key partners turning them into a source of referrals and leads You have collaborated with the client delivery team to ensure a smooth handover from agreeing the terms of the client project to starting the engagement You contribute to increasing the team s knowledge around business development, and understanding our Unique Selling Point How To Apply: Unfortunately, we are not able to sponsor visas, nor are we able to have calls with candidates in advance of application. We are using CharityJob to accept applications, so please apply through the CharityJob portal. The only exception to this is if you would like to submit a video cover letter, in which case please email your full application to We are committed to inclusive recruitment. If you have any access requirements or need reasonable adjustments at any stage of the recruitment process, please let us know so we can discuss how to support you. This might include extended time on the assignment or alternative formats for the interview. We recommend that you do not use AI for the content of your CV or cover letter. This is based on past recruitment rounds where applications that were written without the use of AI were more likely to go through to the next stage e.g. they were personalised with specific and relevant examples. Stage 1: Using CharityJob, please submit your CV and your short answers to the following two questions (no more than 1.5 pages): What experience do you have working with high-net worth individuals and are there any success stories you d like to share as a result of their work with them? What perspectives and skills make you a stand out candidate for this specific role? Stage 2: Shortlisted candidates will be invited to a short initial video call carried out on Zoom to discuss your experience and what excites you about the role. We will send all candidates the interview questions in advance. Stage 3: You will be asked to complete a short assignment at a time that suits you. At this stage in the process, we will offer candidates a £50 stipend to cover the time invested in this exercise. Stage 4: As part of the final interview stage, you ll be invited to a full interview, and we will be sending all candidates the interview questions in advance. At this stage in the process, we will offer candidates an additional £50 stipend to cover the time invested in preparing for the interview. As part of the interview process, you will meet our Co-CEO Yasmin Ahammad, Senior Manager Raysa Franca and People and Wellbeing Director, Heather Salmon. For more information, see our website impatience.earth. . click apply for full job details
Mar 16, 2026
Full time
About the role Research has shown that there is significant potential for new and existing wealth holders to use their resources to fund climate action, and demand for trusted advisors to accelerate both the pace and efficacy of philanthropy. The Impatience Earth team has a track record of delivering quality philanthropy advisory for climate action, and with a growing team we have the capacity to take on new clients. As the Philanthropy Catalyst Lead, you will be instrumental in building a strong pipeline of clients who would benefit from our climate advisory services. You are someone who is comfortable connecting with and engaging wealth holders, such as high-net worth individuals, family foundations and corporate foundations that have the potential to commit substantial resources (£200k+ year) to climate action. These clients may be based in the UK or Europe (as reflects the majority of our client base so far) although you will also work with colleagues engaged in catalysing philanthropy in other regions of the world. You will report directly to the Co-CEO, but also work closely with other members of the team and partners such as the Environmental Funders Network (EFN) to grow climate philanthropy. This is not a fundraising role for Impatience Earth: the primary focus will be to further develop and hone our business development strategy; to find, qualify and cultivate prospects; and to support the delivery of advisory services as needed once prospects are converted into clients. About Impatience Earth Impatience Earth is a non-profit climate philanthropy consultancy founded in 2020 with a mission to educate, challenge and inspire wealth holders to take bolder funding decisions to address the climate emergency. Since 2020, our engagement with over 40 philanthropic foundations and businesses has supported them to make over £250m of new funding available for climate action, and we have already helped them make grants to over 200 different organisations. A great deal of these clients have come from word of mouth and from within our team s existing connections, and we are now looking to expand our reach beyond our own network. We have ambitious plans to unlock greater funding for intersectional climate justice work, with bespoke advisory for new climate funders continuing to be a core pillar of our strategic plan. Key responsibilities include but are not limited to the following: Further developing our business development strategy. This would include: Reviewing and assessing previous and existing business development activities, and prioritising actions Identifying key target audiences and referral partners Proposing realistic and stretch targets for our business development activities Developing concise and effective communications for our target audience, for example, by crafting compelling outreach emails Researching, qualifying and engaging with prospective clients. This would include: Using your past experience of engaging wealth holders to suggest new business development or prospect research ideas Reviewing funder databases for leads and relevant information Initiating a new (simple!) system of tracking client leads from identification to conversion Arranging and joining scoping conversations with potential clients Identifying events and spaces to engage with prospective clients Initiating and managing key relationships. This would include: Stewarding prospective clients who are not yet ready to engage with our services Re-engaging and managing strong relationships with key referral partners and intermediaries, such as EFN, private banks, wealth advisors, family offices and other philanthropy advisors Representing Impatience Earth externally at meetings and events to meet our business development objectives Working closely with colleagues to integrate business development across programmes. This would include: Working with Impatience Earth colleagues who lead our Strategic Communications, Global South and International Partnerships work to guide and support their activities around business development General support and advice to strengthen all staff members business development knowledge and skills Support client delivery. As and when you convert prospects into clients, we may need you to support client leads with delivery. This might include arranging and facilitating expert meetings and strategy sessions. What we re looking for At least 3 years previous experience of working in major gift fundraising, trust and foundation fundraising, private wealth advisory, or similar that gives you insight and knowledge into the philanthropic landscape, HNWIs, and the networks and ecosystem in which they operate Someone who enjoys engaging with philanthropists in-person and at events, and comfortable having interesting but sometimes challenging conversations A proven track record of converting leads into confirmed high value clients (or funders) at the 6- or 7-figure level and managing successful relationships with them Strong research skills, including ability to use datasets and access information to find and qualify prospects Excellent written and verbal communication skills A self starter who is able to think both creatively and strategically about business development; able to work independently but also as part of a dynamic and highly collaborative team Confidence engaging with different types of stakeholders, especially high net worth individuals, and the emotional intelligence and social skills to build genuine, trusted relationships A good understanding of the role of philanthropy in the context of social, economic and climate injustices Committed to tackling the climate crisis with a good grasp of its causes and solutions - though our team will provide training if you have not worked in a climate-focused role before Commitment to anti-oppression and social justice You ll have an advantage if you: Have developed or contributed to the development of a successful fundraising or business development strategy Have previously advised philanthropists, family offices, or foundations How you ll know you re doing a good job Impatience Earth is advising new clients that we had not previously engaged with You have converted prospects into clients that will contribute to our headline KPIs around funding catalysed and disbursed for impactful climate solutions You build and manage a high-quality pipeline of prospects You have stewarded trusted relationships with key partners turning them into a source of referrals and leads You have collaborated with the client delivery team to ensure a smooth handover from agreeing the terms of the client project to starting the engagement You contribute to increasing the team s knowledge around business development, and understanding our Unique Selling Point How To Apply: Unfortunately, we are not able to sponsor visas, nor are we able to have calls with candidates in advance of application. We are using CharityJob to accept applications, so please apply through the CharityJob portal. The only exception to this is if you would like to submit a video cover letter, in which case please email your full application to We are committed to inclusive recruitment. If you have any access requirements or need reasonable adjustments at any stage of the recruitment process, please let us know so we can discuss how to support you. This might include extended time on the assignment or alternative formats for the interview. We recommend that you do not use AI for the content of your CV or cover letter. This is based on past recruitment rounds where applications that were written without the use of AI were more likely to go through to the next stage e.g. they were personalised with specific and relevant examples. Stage 1: Using CharityJob, please submit your CV and your short answers to the following two questions (no more than 1.5 pages): What experience do you have working with high-net worth individuals and are there any success stories you d like to share as a result of their work with them? What perspectives and skills make you a stand out candidate for this specific role? Stage 2: Shortlisted candidates will be invited to a short initial video call carried out on Zoom to discuss your experience and what excites you about the role. We will send all candidates the interview questions in advance. Stage 3: You will be asked to complete a short assignment at a time that suits you. At this stage in the process, we will offer candidates a £50 stipend to cover the time invested in this exercise. Stage 4: As part of the final interview stage, you ll be invited to a full interview, and we will be sending all candidates the interview questions in advance. At this stage in the process, we will offer candidates an additional £50 stipend to cover the time invested in preparing for the interview. As part of the interview process, you will meet our Co-CEO Yasmin Ahammad, Senior Manager Raysa Franca and People and Wellbeing Director, Heather Salmon. For more information, see our website impatience.earth. . click apply for full job details
Michael Page Marketing
Paid Media Manager
Michael Page Marketing
The Paid Media Manager will oversee and optimise digital advertising campaigns for this fast paced brand in the travel sector. This role requires technical hands-on and a results-driven approach to maximise ROI. Client Details Our client is an established leader within the travel and tourism sector, recognised for its large-scale operations and significant role in connecting the UK to global destinations. It is known for its commitment to operational excellence, infrastructure development, and continuous innovation. Description Manage and optimise a £5M+ annual paid media budget to deliver ROI targets. Build, manage and optimise paid media campaigns across Google/Bing/Meta ads platforms. Directly manage campaigns set up and closely monitor and manage campaign and bid performance. Devise and implement bid strategies, keyword targeting and ad copy and creative testing. Lead AB testing of ad copy, bidding strategies and landing pages. Monitor KPIs (ROAS, CPA, CTR, conversion rate) and provide actionable insights. Produce accurate weekly and monthly performance reports and strategic recommendations. Work closely with the DAM and Marketing team to align campaigns with the digital acquisition strategy. Stay up to date on paid search trends and changes in paid media technology and best practices. Monitor competitor activity and produce keyword and competitor gap analysis. Profile About You: Experience of both agency and client side (desirable) Knowledge of Google Ads, SA360 and Bing Ads, including automated bidding strategies. Experience in managing £1M+ budgets. Experience in developing paid media strategies aligned with business objectives. Google Ads and SA360 certifications; familiarity with GA4 and attribution models. Experience in AB testing, ad copy optimisation and landing page performance. Strong ability to present insights and recommendations to senior stakeholders. Knowledge of platform policies, GDPR and brand safety standards. Highly numerate and data driven. Confident and capable of building strong relationships, both internally and externally across range of commercial and operational teams. Strong communicator, comfortable working with senior internal stakeholders up to Director level. Job Offer Salary £45,000 - £50,000, Up to 15% annual discretionary performance-based bonus £1,100 flexible bonus per year to spend on benefits that matter to you Comprehensive private healthcare cover Pension Contribution Hybrid working: 3 days per week in the office Annual leave: 25 days of annual leave, plus bank holidays
Mar 16, 2026
Full time
The Paid Media Manager will oversee and optimise digital advertising campaigns for this fast paced brand in the travel sector. This role requires technical hands-on and a results-driven approach to maximise ROI. Client Details Our client is an established leader within the travel and tourism sector, recognised for its large-scale operations and significant role in connecting the UK to global destinations. It is known for its commitment to operational excellence, infrastructure development, and continuous innovation. Description Manage and optimise a £5M+ annual paid media budget to deliver ROI targets. Build, manage and optimise paid media campaigns across Google/Bing/Meta ads platforms. Directly manage campaigns set up and closely monitor and manage campaign and bid performance. Devise and implement bid strategies, keyword targeting and ad copy and creative testing. Lead AB testing of ad copy, bidding strategies and landing pages. Monitor KPIs (ROAS, CPA, CTR, conversion rate) and provide actionable insights. Produce accurate weekly and monthly performance reports and strategic recommendations. Work closely with the DAM and Marketing team to align campaigns with the digital acquisition strategy. Stay up to date on paid search trends and changes in paid media technology and best practices. Monitor competitor activity and produce keyword and competitor gap analysis. Profile About You: Experience of both agency and client side (desirable) Knowledge of Google Ads, SA360 and Bing Ads, including automated bidding strategies. Experience in managing £1M+ budgets. Experience in developing paid media strategies aligned with business objectives. Google Ads and SA360 certifications; familiarity with GA4 and attribution models. Experience in AB testing, ad copy optimisation and landing page performance. Strong ability to present insights and recommendations to senior stakeholders. Knowledge of platform policies, GDPR and brand safety standards. Highly numerate and data driven. Confident and capable of building strong relationships, both internally and externally across range of commercial and operational teams. Strong communicator, comfortable working with senior internal stakeholders up to Director level. Job Offer Salary £45,000 - £50,000, Up to 15% annual discretionary performance-based bonus £1,100 flexible bonus per year to spend on benefits that matter to you Comprehensive private healthcare cover Pension Contribution Hybrid working: 3 days per week in the office Annual leave: 25 days of annual leave, plus bank holidays

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