Who We Are: ELEVATE is at the forefront of driving revenue growth through innovative, outcome-driven sales and marketing functions. We specialize in outsourced lead generation for Fortune 1000 companies and disruptive businesses alike. Our team values creativity, teamwork, innovation, and flawless execution. We believe that when our people thrive, our business thrives. At ELEVATE, we recruit for skills that cannot be trained and invest in the continuous development of our team. We work across a range of industries, targeting C-level executives and senior decision-makers to help them grow their businesses. Who You Are: You are an experienced, strategic, and hands-on leader who thrives in both the management and execution of sales development efforts. You are comfortable not only leading a remote team but also jumping in to execute the work yourself when needed. You excel in building outbound strategies and engaging directly with prospects. You bring agency experience, technical proficiency, and an entrepreneurial mindset that drives results. Key Responsibilities: Lead and Manage a Demand Generation Function: Ownership of a Sales Development function, managing numerous projects and leading a remote team of SDRs to deliver B2B outbound sales strategies.Will be expected to manage and schedule the team based on the requirements of the business and workload. Mentorship and Talent Development: Coach and mentor SDR team members, helping them develop their skills. You will lead by example by demonstrating successful outreach techniques by personally contributing to outbound campaign execution, securing qualified meetings with C-level decision-makers. Execute Outbound Sales Strategies: Develop and implement best practices to execute outbound sales strategies, which also include building and improving sales playbooks, calling guides, and email templates. Ensure these best practices are used effectively across your projects. Data-Driven Performance Management: Track and measure key metrics such as conversion rates, lead quality, and individual/team performance. Use CRM tools to monitor both your own outreach results and those of your team. You will work alongside your team to meet team-based quotas and be expected to maintain your own personal contribution while managing the projects' performance. Budget Responsibilities: Responsible for development and management of projects to achieve customers' objectives on time, on budget and on performance. Manage scope creep, and identify cross and upsell opportunities Client and Stakeholder Engagement: Engage directly with clients and stakeholders as needed, ensuring they are kept updated. Build and maintain strong relationships with clients to ensure long-term engagement and trust. Collaborate Across Teams: Work closely with internal data, sales, and delivery teams and client account executives to ensure alignment. Be both a strategic planner and an active participant in collaboration. Partner with the sales team to ensure a seamless handover from sales function to delivery function. Skills and Experience: Must-Haves: 3-5 years of experience in B2B sales with a mix of leadership and hands on execution, within an agency setting. Comfortable managing a remote team while also executing outbound outreach and sales development activities. Strong proficiency with CRM systems (ie. Salesforce, HubSpot) and outreach platforms (ie. Outreach.io, LinkedIn Sales Navigator). Experience developing and executing outbound sales strategies targeting C-level executives and decision-makers. Experience in managing client relationships with senior executives. Excellent communication skills, both in managing and executing outreach to prospects and in collaborating with internal teams. Proven track record of meeting or exceeding individual and team-based lead generation and sales targets. Possibility of travel (5-10% of the time), or work within, our Panama location or UK location. May be required to visit clients on site. Preferred: Previous experience working with Fortune 1000 clients or in a global business environment. Experience scaling or building sales teams in a high growth organization. Familiarity with technology, SaaS, or professional services industries. Who You Will Work With: You will work closely with the clients' sales, marketing, and client success teams to ensure ELEVATE's sales development strategies align with broader business objectives. You will report to ELEVATE senior leadership and actively engage with internal and external project managers to deliver on client needs. Why ELEVATE? At ELEVATE, we prioritize our people. We hire the best minds in the business and provide continuous development to help them succeed. We foster a collaborative, inclusive environment where innovation and creativity thrive. If you are passionate about sales development and ready to lead while executing hands on, join us on our journey.
Oct 06, 2026
Full time
Who We Are: ELEVATE is at the forefront of driving revenue growth through innovative, outcome-driven sales and marketing functions. We specialize in outsourced lead generation for Fortune 1000 companies and disruptive businesses alike. Our team values creativity, teamwork, innovation, and flawless execution. We believe that when our people thrive, our business thrives. At ELEVATE, we recruit for skills that cannot be trained and invest in the continuous development of our team. We work across a range of industries, targeting C-level executives and senior decision-makers to help them grow their businesses. Who You Are: You are an experienced, strategic, and hands-on leader who thrives in both the management and execution of sales development efforts. You are comfortable not only leading a remote team but also jumping in to execute the work yourself when needed. You excel in building outbound strategies and engaging directly with prospects. You bring agency experience, technical proficiency, and an entrepreneurial mindset that drives results. Key Responsibilities: Lead and Manage a Demand Generation Function: Ownership of a Sales Development function, managing numerous projects and leading a remote team of SDRs to deliver B2B outbound sales strategies.Will be expected to manage and schedule the team based on the requirements of the business and workload. Mentorship and Talent Development: Coach and mentor SDR team members, helping them develop their skills. You will lead by example by demonstrating successful outreach techniques by personally contributing to outbound campaign execution, securing qualified meetings with C-level decision-makers. Execute Outbound Sales Strategies: Develop and implement best practices to execute outbound sales strategies, which also include building and improving sales playbooks, calling guides, and email templates. Ensure these best practices are used effectively across your projects. Data-Driven Performance Management: Track and measure key metrics such as conversion rates, lead quality, and individual/team performance. Use CRM tools to monitor both your own outreach results and those of your team. You will work alongside your team to meet team-based quotas and be expected to maintain your own personal contribution while managing the projects' performance. Budget Responsibilities: Responsible for development and management of projects to achieve customers' objectives on time, on budget and on performance. Manage scope creep, and identify cross and upsell opportunities Client and Stakeholder Engagement: Engage directly with clients and stakeholders as needed, ensuring they are kept updated. Build and maintain strong relationships with clients to ensure long-term engagement and trust. Collaborate Across Teams: Work closely with internal data, sales, and delivery teams and client account executives to ensure alignment. Be both a strategic planner and an active participant in collaboration. Partner with the sales team to ensure a seamless handover from sales function to delivery function. Skills and Experience: Must-Haves: 3-5 years of experience in B2B sales with a mix of leadership and hands on execution, within an agency setting. Comfortable managing a remote team while also executing outbound outreach and sales development activities. Strong proficiency with CRM systems (ie. Salesforce, HubSpot) and outreach platforms (ie. Outreach.io, LinkedIn Sales Navigator). Experience developing and executing outbound sales strategies targeting C-level executives and decision-makers. Experience in managing client relationships with senior executives. Excellent communication skills, both in managing and executing outreach to prospects and in collaborating with internal teams. Proven track record of meeting or exceeding individual and team-based lead generation and sales targets. Possibility of travel (5-10% of the time), or work within, our Panama location or UK location. May be required to visit clients on site. Preferred: Previous experience working with Fortune 1000 clients or in a global business environment. Experience scaling or building sales teams in a high growth organization. Familiarity with technology, SaaS, or professional services industries. Who You Will Work With: You will work closely with the clients' sales, marketing, and client success teams to ensure ELEVATE's sales development strategies align with broader business objectives. You will report to ELEVATE senior leadership and actively engage with internal and external project managers to deliver on client needs. Why ELEVATE? At ELEVATE, we prioritize our people. We hire the best minds in the business and provide continuous development to help them succeed. We foster a collaborative, inclusive environment where innovation and creativity thrive. If you are passionate about sales development and ready to lead while executing hands on, join us on our journey.
Join us as a Wealth Planner, where you'll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them. This role is part of our Wealth Management Business, a growing area for the bank. We're expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning led proposition offers clear and accessible investment options shaped around each client's needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey. You'll build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies tailored to each client's journey. You'll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer. You'll also work across teams to provide a seamless and consistent experience. As a Wealth Planner, you'll be part of a forward-thinking environment. You'll use digital tools and platforms to enhance client engagement and stay connected to market trends. You'll be encouraged to refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role-it's a chance to make a meaningful impact while growing your knowledge in a supportive and evolving space. To be successful as a Wealth Planner, you should bring: A recognised financial planning qualification at RDR Level 4 or above-this is essential. You'll use your knowledge to offer personalised planning and investment advice that reflects each client's goals, values, and comfort with risk. A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client. Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection. A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance. Some other highly valued skills may include: Experience engaging with both internal teams and external networks to welcome new clients and grow relationships. Broad exposure to the Financial Services industry, especially in retail regulated products and asset management. Familiarity with pensions, investment advice, and UK taxation. Experience managing risk within a client portfolio. Adaptability and curiosity in a fast-evolving environment. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. Accountabilities Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio. Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank. Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses. Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy. Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Oct 06, 2026
Full time
Join us as a Wealth Planner, where you'll play a key role in helping clients shape their financial future through thoughtful planning and investment advice. You'll work closely with new and existing clients to understand their long-term goals and provide bespoke solutions that support their financial and lifestyle needs. Your experience will help clients feel comfortable and informed as they take steps toward what matters most to them. This role is part of our Wealth Management Business, a growing area for the bank. We're expanding our ability to support clients with investable assets up to £3 million and help close the Advice Gap in the UK. As part of our broader Affluent segment, this planning led proposition offers clear and accessible investment options shaped around each client's needs. Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey. You'll build lasting relationships by listening with care, offering specialist guidance, and delivering planning strategies tailored to each client's journey. You'll collaborate with our Wealth Acquisition team to support new client growth and ensure a smooth transition from prospect to invested customer. You'll also work across teams to provide a seamless and consistent experience. As a Wealth Planner, you'll be part of a forward-thinking environment. You'll use digital tools and platforms to enhance client engagement and stay connected to market trends. You'll be encouraged to refine your approach, share ideas, and contribute to a culture that values integrity, inclusion, and high standards. This is more than a role-it's a chance to make a meaningful impact while growing your knowledge in a supportive and evolving space. To be successful as a Wealth Planner, you should bring: A recognised financial planning qualification at RDR Level 4 or above-this is essential. You'll use your knowledge to offer personalised planning and investment advice that reflects each client's goals, values, and comfort with risk. A working knowledge of financial markets, products, and regulatory frameworks, with the ability to explain multi-layered topics in a way that feels clear and relevant to each client. Ability to use digital tools to support client conversations, paired with thoughtful communication that builds trust and connection. A careful approach to identifying and managing risk, while consistently maintaining high standards of compliance. Some other highly valued skills may include: Experience engaging with both internal teams and external networks to welcome new clients and grow relationships. Broad exposure to the Financial Services industry, especially in retail regulated products and asset management. Familiarity with pensions, investment advice, and UK taxation. Experience managing risk within a client portfolio. Adaptability and curiosity in a fast-evolving environment. You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role is based in London. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. Accountabilities Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio. Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank. Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses. Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy. Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Are you an experienced Resource Manager or Workforce Planner looking for your next opportunity in a forward-thinking, technology-driven environment? We're supporting a leading organisation in Hampshire that is seeking a Resource Manager for a 6 month contract working on a hybrid basis with a 3 day in office requirement click apply for full job details
Oct 06, 2026
Full time
Are you an experienced Resource Manager or Workforce Planner looking for your next opportunity in a forward-thinking, technology-driven environment? We're supporting a leading organisation in Hampshire that is seeking a Resource Manager for a 6 month contract working on a hybrid basis with a 3 day in office requirement click apply for full job details
Job Description S4 Sr. Material Management Analyst EU COE You will report directly to our Director Planning COE and you'll work out of our Bracknell UK location on a Hybrid work schedule. In this role, you will impact the efficiency and effectiveness of our supply chain operations. By orchestrating the implementation of strategic supply chain initiative of S4 HANA for PT. Your role in collaborating with cross-functional teams will ensure accurate success and on schedule project completion while fostering a culture of continuous improvement. Responsibilities Support S4 HANA system implementation as EMEA materials analyst for planning, SME, Trainer, UAT lead, and post go live support. Lead improvements and standardization projects for PT materials planning Assist materials planners in EMEA region with skills development and troubleshooting for SAP S4 Support the transformation of processes, technology & personnel to adapt to the new planning processes & ERP environment. Coordinate with the analytics team on reporting development Drive standard processes and ensure adherence to the Honeywell Global Design Model for materials planning and ensure the full utilization of the S4 tool within PT planning. Qualifications 5+ years of experience in materials management, procurement, or supply chain within a manufacturing or industrial environment. Bachelor's degree in Supply Chain Management, Business Administration, Industrial engineering or a related field. Proficiency with SAP ERP. Proficiency in understanding the standards & interoperability of master data (Material, BOM, Recipe, Production Version, PIR, Source Lists, etc.) and the impact to supply chain Strong analytical skills with the ability to interpret complex data and make informed decisions. Experience in developing and implementing supply chain strategies that optimize inventory levels. Experience with S4 Hana WE VALUE Experience with ERP implementation Familiarity with Lean Six Sigma methodologies to drive continuous improvement initiatives. Knowledge of sourcing, procurement strategies, and supplier management APICS, CPIM, CPSM, or CPE certification or similar preferred. Certification in project management (PMP, Agile, etc.) is a plus. About Honeywell Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here () THE BUSINESS UNIT As a global technology leader, Process Technology (PT) enables the energy evolution, provides solutions that reduce emissions, and delivers innovative sustainable materials to our customers across industries. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Join us now and be part of a global team of thinkers, innovators, dreamers, and doers who make the things that make the future! About Us Honeywell Technologies is a global, pure-play automation company with a legacy of innovating to help solve the world's most mission-critical challenges, enhancing the quality of life for people and communities around the world. We serve the building, industrial and process sectors with a broad portfolio of services, solutions and products, underpinned by our Honeywell Technologies Accelerator operating system and Honeywell Technologies Forge intelligence layer. By combining the deep domain expertise of our more than 50,000 employees with decades of data from our global installed base, we are uniquely positioned to lead the industrial sector's transition from automation to autonomy.
Oct 06, 2026
Full time
Job Description S4 Sr. Material Management Analyst EU COE You will report directly to our Director Planning COE and you'll work out of our Bracknell UK location on a Hybrid work schedule. In this role, you will impact the efficiency and effectiveness of our supply chain operations. By orchestrating the implementation of strategic supply chain initiative of S4 HANA for PT. Your role in collaborating with cross-functional teams will ensure accurate success and on schedule project completion while fostering a culture of continuous improvement. Responsibilities Support S4 HANA system implementation as EMEA materials analyst for planning, SME, Trainer, UAT lead, and post go live support. Lead improvements and standardization projects for PT materials planning Assist materials planners in EMEA region with skills development and troubleshooting for SAP S4 Support the transformation of processes, technology & personnel to adapt to the new planning processes & ERP environment. Coordinate with the analytics team on reporting development Drive standard processes and ensure adherence to the Honeywell Global Design Model for materials planning and ensure the full utilization of the S4 tool within PT planning. Qualifications 5+ years of experience in materials management, procurement, or supply chain within a manufacturing or industrial environment. Bachelor's degree in Supply Chain Management, Business Administration, Industrial engineering or a related field. Proficiency with SAP ERP. Proficiency in understanding the standards & interoperability of master data (Material, BOM, Recipe, Production Version, PIR, Source Lists, etc.) and the impact to supply chain Strong analytical skills with the ability to interpret complex data and make informed decisions. Experience in developing and implementing supply chain strategies that optimize inventory levels. Experience with S4 Hana WE VALUE Experience with ERP implementation Familiarity with Lean Six Sigma methodologies to drive continuous improvement initiatives. Knowledge of sourcing, procurement strategies, and supplier management APICS, CPIM, CPSM, or CPE certification or similar preferred. Certification in project management (PMP, Agile, etc.) is a plus. About Honeywell Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here () THE BUSINESS UNIT As a global technology leader, Process Technology (PT) enables the energy evolution, provides solutions that reduce emissions, and delivers innovative sustainable materials to our customers across industries. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Join us now and be part of a global team of thinkers, innovators, dreamers, and doers who make the things that make the future! About Us Honeywell Technologies is a global, pure-play automation company with a legacy of innovating to help solve the world's most mission-critical challenges, enhancing the quality of life for people and communities around the world. We serve the building, industrial and process sectors with a broad portfolio of services, solutions and products, underpinned by our Honeywell Technologies Accelerator operating system and Honeywell Technologies Forge intelligence layer. By combining the deep domain expertise of our more than 50,000 employees with decades of data from our global installed base, we are uniquely positioned to lead the industrial sector's transition from automation to autonomy.
My client is an innovative, employee-owned consulting engineering business. They have a team of more than 900 highly skilled people, in 15 offices across the United Kingdom, Australia, New Zealand, Singapore, and the Middle East where they design and deliver engineering solutions for clients in the Property, Transport, Ports and Marine, Water, Renewables and Defence sectors. They collaborate with leading contractors, developers, architects, planners, financiers and government agencies, to create projects that make a difference to people's lives. The Role: The London office is looking for a Senior to Associate level Geotechnical Engineer to form a key part of a growing geotechnical team. You will work with the Geotechnics Lead to support and grow the team, working closely with the other office disciplines of structural, civil, infrastructure and bridge engineering as well as independent geotechnical consultancy. As such, the nature and type of work will be varied, ranging from the design of foundations and earth structures for temporary works through to the integrated design of deep basements and foundation solutions for tall buildings. Whilst the majority of the work is UK-based, they are an international practice and often work in other geographies. Knowledge and experience of geotechnical work in a more global context would be welcome. The role will include a varied mix of responsibilities including: A good level of previous experience in geotechnical engineering or relevant fields; Qualified to MEng level or above; Strong written and verbal communication skills internally and with clients; Independently draft reports, specifications, testing regimes, prepare site investigations; Independently draft proposals and understand commercial aspects of quoting projects; Strong understanding of how to manage a project from inception, budgeting, and resourcing, to revenue recognition and invoicing; Be confident working with external partners and clients; Ideally have an existing client network; Sound technical background and analytical skills relating too: oFoundation solutions (e.g., deep foundations, rafts, piled rafts, etc.); oSoil-structure interaction; oDeep excavations; oRetaining wall design and construction; oEarthworks. Be competent in the use of the following software packages: oMS Office; oSlope/W or equivalents; oOasys XDisp; oPlaxis 2D/3D; oWallAP or equivalent; oSettle 3D Sound understanding of relevant engineering standards and guidelines; Ability to rapidly develop effective geotechnical design solutions for a range of different scenarios and sectors; Confident ability to undertake work independently and as a team; Ability to review the work of others and communicate feedback effectively in a considered fashion; Ability to supervise and grow a team of junior engineers; Demonstrate ability to manage projects commercially to achieve strong outcomes; Be familiar with working at different stages of project design (concept, schematic, detailed, execution); Have good ties with industry bodies and partners associated with geotechnics and foundations; General understanding of embodied carbon studies, decarbonisation of materials, and sustainability initiatives in construction; Confident ability to introduce yourself around the different disciplines in the office including the bridge, buildings, and civil teams. About You: You will be a key member of the Engineering team, where you'll strengthen their skills and capabilities and provide support to the engineering and drafting teams. As a successful applicant you'll have: Relevant experience, ideally within an engineering consultancy or the construction industry; Excellent time management and the ability prioritise execution of work; High level of attention to detail; Be a Chartered Engineer (CEng) or equivalent level; Life at the company Vibrant central London location; Competitive remuneration; Be part of a team of talented, dedicated engineers who bring a unique offering to the UK market; Close links with our offices in the rest of the world; Be part of a 'can do' philosophy.
Oct 06, 2026
Full time
My client is an innovative, employee-owned consulting engineering business. They have a team of more than 900 highly skilled people, in 15 offices across the United Kingdom, Australia, New Zealand, Singapore, and the Middle East where they design and deliver engineering solutions for clients in the Property, Transport, Ports and Marine, Water, Renewables and Defence sectors. They collaborate with leading contractors, developers, architects, planners, financiers and government agencies, to create projects that make a difference to people's lives. The Role: The London office is looking for a Senior to Associate level Geotechnical Engineer to form a key part of a growing geotechnical team. You will work with the Geotechnics Lead to support and grow the team, working closely with the other office disciplines of structural, civil, infrastructure and bridge engineering as well as independent geotechnical consultancy. As such, the nature and type of work will be varied, ranging from the design of foundations and earth structures for temporary works through to the integrated design of deep basements and foundation solutions for tall buildings. Whilst the majority of the work is UK-based, they are an international practice and often work in other geographies. Knowledge and experience of geotechnical work in a more global context would be welcome. The role will include a varied mix of responsibilities including: A good level of previous experience in geotechnical engineering or relevant fields; Qualified to MEng level or above; Strong written and verbal communication skills internally and with clients; Independently draft reports, specifications, testing regimes, prepare site investigations; Independently draft proposals and understand commercial aspects of quoting projects; Strong understanding of how to manage a project from inception, budgeting, and resourcing, to revenue recognition and invoicing; Be confident working with external partners and clients; Ideally have an existing client network; Sound technical background and analytical skills relating too: oFoundation solutions (e.g., deep foundations, rafts, piled rafts, etc.); oSoil-structure interaction; oDeep excavations; oRetaining wall design and construction; oEarthworks. Be competent in the use of the following software packages: oMS Office; oSlope/W or equivalents; oOasys XDisp; oPlaxis 2D/3D; oWallAP or equivalent; oSettle 3D Sound understanding of relevant engineering standards and guidelines; Ability to rapidly develop effective geotechnical design solutions for a range of different scenarios and sectors; Confident ability to undertake work independently and as a team; Ability to review the work of others and communicate feedback effectively in a considered fashion; Ability to supervise and grow a team of junior engineers; Demonstrate ability to manage projects commercially to achieve strong outcomes; Be familiar with working at different stages of project design (concept, schematic, detailed, execution); Have good ties with industry bodies and partners associated with geotechnics and foundations; General understanding of embodied carbon studies, decarbonisation of materials, and sustainability initiatives in construction; Confident ability to introduce yourself around the different disciplines in the office including the bridge, buildings, and civil teams. About You: You will be a key member of the Engineering team, where you'll strengthen their skills and capabilities and provide support to the engineering and drafting teams. As a successful applicant you'll have: Relevant experience, ideally within an engineering consultancy or the construction industry; Excellent time management and the ability prioritise execution of work; High level of attention to detail; Be a Chartered Engineer (CEng) or equivalent level; Life at the company Vibrant central London location; Competitive remuneration; Be part of a team of talented, dedicated engineers who bring a unique offering to the UK market; Close links with our offices in the rest of the world; Be part of a 'can do' philosophy.
About The Role Traffic Planner Reports to: Operations Manager At Panda, we value waste. That means finding smarter, safer and more efficient ways to deliver essential waste and recycling services for our customers. Due to continued growth and future expansion plans, we are looking for a Traffic Planner to join our busy Collections team and support the day-to-day running of our collections depot. This is an exciting opportunity to join at a pivotal time as we continue to build a high-performing, fully functioning transport and collections operation capable of supporting a growing customer base and evolving service expectations. As a Traffic Planner, you will play a key role in planning efficient driver routes, managing daily workloads, supporting drivers, maintaining service standards and ensuring operations run safely, smoothly and compliantly. You will work closely with drivers, customers and internal teams to keep collections, deliveries, lifts and exchanges moving, resolving issues quickly and helping the department deliver a reliable and professional service. What You'll Be Doing Plan and coordinate efficient daily routes for container deliveries, lifts, exchanges and collections across a wide geographical area Monitor driver workloads and driver hours, ensuring compliance with legal requirements and company policies Communicate clearly with drivers throughout the day, providing instructions, updates and support Carry out thorough end-of-shift debriefs with drivers Liaise with internal teams and customers to resolve service issues, confirm bookings, provide ETAs and respond to queries Maintain accurate job records and ensure all information is updated correctly on relevant systems Respond quickly to operational changes, disruptions or service issues by adapting plans and reallocating resources Support transport compliance and SHEQ by promoting safe working practices and following company procedures Assist with tracking vehicle performance and utilisation across a large fleet of HGVs and LGVs Help improve transport planning processes, route efficiency and customer service delivery Support the wider transport and collections team with any reasonable tasks required About You We are looking for someone who is organised, confident and able to stay calm in a busy, fast-paced transport environment. You Will Ideally Have: Experience in a traffic planning, transport planning or transport coordination role Experience within waste, logistics, haulage, transport or a similar operational environment Good knowledge of driver hours, Working Time Directive and transport compliance requirements Strong organisational and time-management skills The ability to prioritise, adapt and make effective decisions under pressure Excellent communication skills, with the confidence to engage with drivers, customers and internal teams Strong attention to detail and a proactive approach to solving problems Good Microsoft Office skills A customer-focused approach and commitment to delivering a reliable service A positive, team-focused attitude with the ability to multitask in a busy operation Desirable Experience & Knowledge The following would be beneficial, but are not essential: A relevant qualification in transport, logistics or supply chain, such as CPC, NVQ or BTEC Familiarity with waste management operations Understanding of route planning principles Good geographical knowledge of the operating area Basic knowledge of health and safety requirements in a transport or depot environment Awareness of service-level expectations in a commercial environment Why Join Us? This Traffic Planner role is a great opportunity for someone who enjoys working at pace, solving operational challenges and playing a key part in keeping essential services running. You will be joining a growing business at an important stage of development, with the chance to contribute to improved planning, stronger service delivery and the continued success of the transport department. About You About Us We are Panda. We value waste. We're in the business of waste management but that doesn't just mean collecting bins. Behind every collection is a passionate team of people finding smarter, safer, and more sustainable ways to recycle and repurpose materials that would otherwise go to waste. Over the past 30 years, Panda has grown into a leading resource recovery business, bringing together almost 3,000 people across multiple brands, united by a shared vision and strong values. While our operations are diverse, our purpose is clear: to protect our people, support our customers, and create positive impact for the communities and environments we serve. At Panda, people are at the heart of everything we do. We work as one team, combining different skills, experiences, and perspectives to achieve shared goals. We care for each other's wellbeing, encourage development, and support growth because we know we're stronger together. We expect excellence in how we operate. High standards, bold thinking, and continuous improvement drive our passion for innovation. We challenge the ordinary, put safety first, and embrace new ideas while delivering practical, cost-effective solutions that move our business forward. We own what we do. From day-to-day tasks to major projects, we take pride in our work and responsibility for the outcome. We don't walk past problems we address them together. Our expertise, reliability, and care reflect who we are and the difference we make. And above all, we act with trust and integrity. Trust is built through open communication, honesty, and accountability. It allows us to move quickly, make confident decisions, and deliver results - knowing our people are empowered to do the right thing. Our journey depends on talented, committed people who want to make an impact. Take the first step and join us on the journey. Panda is committed to attracting and retaining a skilled and diverse workforce that reflects the communities in which we operate and the people we serve. (DE&I Policy Statement)
Oct 06, 2026
Full time
About The Role Traffic Planner Reports to: Operations Manager At Panda, we value waste. That means finding smarter, safer and more efficient ways to deliver essential waste and recycling services for our customers. Due to continued growth and future expansion plans, we are looking for a Traffic Planner to join our busy Collections team and support the day-to-day running of our collections depot. This is an exciting opportunity to join at a pivotal time as we continue to build a high-performing, fully functioning transport and collections operation capable of supporting a growing customer base and evolving service expectations. As a Traffic Planner, you will play a key role in planning efficient driver routes, managing daily workloads, supporting drivers, maintaining service standards and ensuring operations run safely, smoothly and compliantly. You will work closely with drivers, customers and internal teams to keep collections, deliveries, lifts and exchanges moving, resolving issues quickly and helping the department deliver a reliable and professional service. What You'll Be Doing Plan and coordinate efficient daily routes for container deliveries, lifts, exchanges and collections across a wide geographical area Monitor driver workloads and driver hours, ensuring compliance with legal requirements and company policies Communicate clearly with drivers throughout the day, providing instructions, updates and support Carry out thorough end-of-shift debriefs with drivers Liaise with internal teams and customers to resolve service issues, confirm bookings, provide ETAs and respond to queries Maintain accurate job records and ensure all information is updated correctly on relevant systems Respond quickly to operational changes, disruptions or service issues by adapting plans and reallocating resources Support transport compliance and SHEQ by promoting safe working practices and following company procedures Assist with tracking vehicle performance and utilisation across a large fleet of HGVs and LGVs Help improve transport planning processes, route efficiency and customer service delivery Support the wider transport and collections team with any reasonable tasks required About You We are looking for someone who is organised, confident and able to stay calm in a busy, fast-paced transport environment. You Will Ideally Have: Experience in a traffic planning, transport planning or transport coordination role Experience within waste, logistics, haulage, transport or a similar operational environment Good knowledge of driver hours, Working Time Directive and transport compliance requirements Strong organisational and time-management skills The ability to prioritise, adapt and make effective decisions under pressure Excellent communication skills, with the confidence to engage with drivers, customers and internal teams Strong attention to detail and a proactive approach to solving problems Good Microsoft Office skills A customer-focused approach and commitment to delivering a reliable service A positive, team-focused attitude with the ability to multitask in a busy operation Desirable Experience & Knowledge The following would be beneficial, but are not essential: A relevant qualification in transport, logistics or supply chain, such as CPC, NVQ or BTEC Familiarity with waste management operations Understanding of route planning principles Good geographical knowledge of the operating area Basic knowledge of health and safety requirements in a transport or depot environment Awareness of service-level expectations in a commercial environment Why Join Us? This Traffic Planner role is a great opportunity for someone who enjoys working at pace, solving operational challenges and playing a key part in keeping essential services running. You will be joining a growing business at an important stage of development, with the chance to contribute to improved planning, stronger service delivery and the continued success of the transport department. About You About Us We are Panda. We value waste. We're in the business of waste management but that doesn't just mean collecting bins. Behind every collection is a passionate team of people finding smarter, safer, and more sustainable ways to recycle and repurpose materials that would otherwise go to waste. Over the past 30 years, Panda has grown into a leading resource recovery business, bringing together almost 3,000 people across multiple brands, united by a shared vision and strong values. While our operations are diverse, our purpose is clear: to protect our people, support our customers, and create positive impact for the communities and environments we serve. At Panda, people are at the heart of everything we do. We work as one team, combining different skills, experiences, and perspectives to achieve shared goals. We care for each other's wellbeing, encourage development, and support growth because we know we're stronger together. We expect excellence in how we operate. High standards, bold thinking, and continuous improvement drive our passion for innovation. We challenge the ordinary, put safety first, and embrace new ideas while delivering practical, cost-effective solutions that move our business forward. We own what we do. From day-to-day tasks to major projects, we take pride in our work and responsibility for the outcome. We don't walk past problems we address them together. Our expertise, reliability, and care reflect who we are and the difference we make. And above all, we act with trust and integrity. Trust is built through open communication, honesty, and accountability. It allows us to move quickly, make confident decisions, and deliver results - knowing our people are empowered to do the right thing. Our journey depends on talented, committed people who want to make an impact. Take the first step and join us on the journey. Panda is committed to attracting and retaining a skilled and diverse workforce that reflects the communities in which we operate and the people we serve. (DE&I Policy Statement)
Overview Are you ready to take the next step in your material management and waste career journey? AtkinsRéalis is seeking a pro-active and enthusiastic Principal Environmental Consultant to join our award-winning Sustainable Land and Resource Management Practice. Based anywhere in the UK (with flexible hybrid working), you will be part of an award-winning group of material management, waste and contaminated land experts delivering innovative solutions to major UK infrastructure projects, across the transportation, energy, buildings and places and water markets. This is a fantastic opportunity to work alongside industry leaders, contributing to high-profile projects, and grow your career in a supportive, collaborative, multi-disciplinary environment. Your role Preparation and lead delivery of a wide variety of reports including material management plans (MMPs), verification reports, environmental waste permit applications, waste sampling plans, ground investigation/sampling reports and risk assessments. Support and lead on client work development, preparation of proposals and input into bids for multi-disciplinary infrastructure projects. Provide technical guidance, constructive support and mentoring to junior staff and supporting their technical development. Design, organise and undertake ground investigations to obtain information for materials and waste assessments. Managing the implementation and verification of a MMPs/environmental waste permits, this may require ad-hoc working out of a client office or on site. Auditing of contractors to assess if they are compliant with material management plans, environmental waste permits and waste legislation. Liaison with clients, stakeholders, regulators, contractors, and other internal disciplines, maintaining excellent professional relationships which will lead to and secure repeat business. Work effectively as part of a team and with other professionals (environmental scientists, engineers, planners) to provide a consistent and integrated service to our clients. Compliance with Health and Safety Policies and Procedures, including preparing health and safety plans and managing health and safety on site. Developing own competence and maintain CPD necessary to fulfil the responsibilities of the role, with support from the business on own training and development needs. Management of own work to ensure projects are delivered on-time, on budget and to quality and client expectations. About you Degree qualified in a relevant engineering or science subject (e.g. geology, geography, hydrogeology, chemistry, earth sciences, environmental science). Achieved or working towards Chartered Membership of relevant professional body. Relevant post-graduate experience, with a track record in delivering work on-time, on budget and to quality and client expectations. Demonstratable understanding of material management, earthworks and/or waste aspects on a development site including understanding of relevant codes of practice and industry standards / guidance (e.g. Definition of Waste: Development Industry Code of Practice and Technical Guidance WM3, Environmental Permitting Regulations 2016 etc). Experienced in preparing technical reports. Excellent communication skills and proven ability to manage and mentor staff as well as managing time and work as part of a team as well as individual working. Flexible and prepared to take on new challenges. Full UK driving licence and the ability and willingness to travel throughout the UK and work from client offices / sites. Desirable Criteria (but not essential) Is trained in use of HazWasteOnline. Has attended the CL:AIRE 'Definition of Waste: Code of Practice' Training or has experience of writing MMPs. Rewards & benefits Explore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. Be rewarded. Find out more. About AtkinsRéalis We're AtkinsRéalis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Find out more. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance. We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. As a Disability Confident Leader, we are committed to offering an interview to all applicants who have a disability and meet the essential criteria. If you would like to be considered under this commitment, please let us know at the application stage.
Oct 06, 2026
Full time
Overview Are you ready to take the next step in your material management and waste career journey? AtkinsRéalis is seeking a pro-active and enthusiastic Principal Environmental Consultant to join our award-winning Sustainable Land and Resource Management Practice. Based anywhere in the UK (with flexible hybrid working), you will be part of an award-winning group of material management, waste and contaminated land experts delivering innovative solutions to major UK infrastructure projects, across the transportation, energy, buildings and places and water markets. This is a fantastic opportunity to work alongside industry leaders, contributing to high-profile projects, and grow your career in a supportive, collaborative, multi-disciplinary environment. Your role Preparation and lead delivery of a wide variety of reports including material management plans (MMPs), verification reports, environmental waste permit applications, waste sampling plans, ground investigation/sampling reports and risk assessments. Support and lead on client work development, preparation of proposals and input into bids for multi-disciplinary infrastructure projects. Provide technical guidance, constructive support and mentoring to junior staff and supporting their technical development. Design, organise and undertake ground investigations to obtain information for materials and waste assessments. Managing the implementation and verification of a MMPs/environmental waste permits, this may require ad-hoc working out of a client office or on site. Auditing of contractors to assess if they are compliant with material management plans, environmental waste permits and waste legislation. Liaison with clients, stakeholders, regulators, contractors, and other internal disciplines, maintaining excellent professional relationships which will lead to and secure repeat business. Work effectively as part of a team and with other professionals (environmental scientists, engineers, planners) to provide a consistent and integrated service to our clients. Compliance with Health and Safety Policies and Procedures, including preparing health and safety plans and managing health and safety on site. Developing own competence and maintain CPD necessary to fulfil the responsibilities of the role, with support from the business on own training and development needs. Management of own work to ensure projects are delivered on-time, on budget and to quality and client expectations. About you Degree qualified in a relevant engineering or science subject (e.g. geology, geography, hydrogeology, chemistry, earth sciences, environmental science). Achieved or working towards Chartered Membership of relevant professional body. Relevant post-graduate experience, with a track record in delivering work on-time, on budget and to quality and client expectations. Demonstratable understanding of material management, earthworks and/or waste aspects on a development site including understanding of relevant codes of practice and industry standards / guidance (e.g. Definition of Waste: Development Industry Code of Practice and Technical Guidance WM3, Environmental Permitting Regulations 2016 etc). Experienced in preparing technical reports. Excellent communication skills and proven ability to manage and mentor staff as well as managing time and work as part of a team as well as individual working. Flexible and prepared to take on new challenges. Full UK driving licence and the ability and willingness to travel throughout the UK and work from client offices / sites. Desirable Criteria (but not essential) Is trained in use of HazWasteOnline. Has attended the CL:AIRE 'Definition of Waste: Code of Practice' Training or has experience of writing MMPs. Rewards & benefits Explore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. Be rewarded. Find out more. About AtkinsRéalis We're AtkinsRéalis, a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's'infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Find out more. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance. We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. As a Disability Confident Leader, we are committed to offering an interview to all applicants who have a disability and meet the essential criteria. If you would like to be considered under this commitment, please let us know at the application stage.
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. This is a fantastic opportunity for Diploma-qualified individuals currently working in roles such as Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration, who are looking to take the next step into a Financial Planner position. You will begin in a supported, desk-based advisory role, working with an established client bank and gaining hands-on experience delivering advice, building relationships, and developing towards full Financial Planner status. We offer a structured development pathway, with clear progression through to full advisory and beyond, supported by experienced leadership and a highly collaborative environment. Career Development At Titan, we are committed to developing future Financial Planners. Structured progression from trainee/advisory support into full Financial Planner roles Exposure to real client relationships from the outset Ongoing training, mentoring, and support from experienced advisers Responsibilities Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets) Conduct client reviews and ongoing servicing conversations Support the conversion of existing clients onto ongoing service propositions Build relationships and identify additional client needs across wealth planning areas Generate advice income and contribute to revenue targets Collaborate with internal teams across the wider Titan group to identify opportunities Ensure all advice is compliant with FCA regulations and internal processes Maintain accurate and high-quality client documentation and reporting Continue developing technical knowledge and industry expertise Who We're Looking For This role is ideal for individuals who: Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent) (essential) Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice) Are looking to transition into a client-facing financial planning role Have strong communication and relationship-building skills Are motivated by long-term career progression within financial planning Have a proactive mindset and strong attention to detail Are comfortable working in a target-driven, client-focused environment Desirable: Cashflow modelling experience Ambition to progress towards Chartered status Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Oct 06, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. This is a fantastic opportunity for Diploma-qualified individuals currently working in roles such as Paraplanning, Client Management, Mortgage Advice, or Financial Services Administration, who are looking to take the next step into a Financial Planner position. You will begin in a supported, desk-based advisory role, working with an established client bank and gaining hands-on experience delivering advice, building relationships, and developing towards full Financial Planner status. We offer a structured development pathway, with clear progression through to full advisory and beyond, supported by experienced leadership and a highly collaborative environment. Career Development At Titan, we are committed to developing future Financial Planners. Structured progression from trainee/advisory support into full Financial Planner roles Exposure to real client relationships from the outset Ongoing training, mentoring, and support from experienced advisers Responsibilities Deliver financial planning advice to an existing portfolio of clients (typically up to £250k in investable assets) Conduct client reviews and ongoing servicing conversations Support the conversion of existing clients onto ongoing service propositions Build relationships and identify additional client needs across wealth planning areas Generate advice income and contribute to revenue targets Collaborate with internal teams across the wider Titan group to identify opportunities Ensure all advice is compliant with FCA regulations and internal processes Maintain accurate and high-quality client documentation and reporting Continue developing technical knowledge and industry expertise Who We're Looking For This role is ideal for individuals who: Hold the Diploma in Regulated Financial Planning (Level 4 or equivalent) (essential) Have experience within financial services (e.g. paraplanning, client support, account management, mortgage advice) Are looking to transition into a client-facing financial planning role Have strong communication and relationship-building skills Are motivated by long-term career progression within financial planning Have a proactive mindset and strong attention to detail Are comfortable working in a target-driven, client-focused environment Desirable: Cashflow modelling experience Ambition to progress towards Chartered status Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Oct 06, 2026
Full time
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Oct 06, 2026
Full time
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Oct 06, 2026
Full time
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Oct 06, 2026
Full time
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Oct 06, 2026
Full time
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Oct 06, 2026
Full time
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!? We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice. Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service. With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business. This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients. Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships. Why You'll Love This Opportunity Join a respected independent boutique Financial Planning firm Work within a genuinely client-centric, relationship-led business Be part of a small, collaborative team where your contribution is recognised and valued Home working with very occasional office contact Salary of £45,000 - £50,000, depending on experience and qualifications Modern AI-enabled systems designed to enhance efficiency without compromising quality Excellent long-term development opportunities in a fast growing, privately owned business About You You'll already have excellent Paraplanning ability and enjoy the technical side of the role. You'll ideally have: A minimum of 2 years' Paraplanning experience Level 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skills Exceptional attention to detail Excellent organisational and time management abilities A proactive, dependable and collaborative approach Embrace technology, back office systems and AI Experience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you. Apply today or contact Recruit Wealth for an immediate response.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join. Opportunity Overview This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining existing and new client relationships Processing new business applications across pensions, investments and protection Preparing annual review packs and further meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communications and further requests Providing general back-office and operational support using Intelligent Office Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards Genuine Career Progression One of the key attractions of joining the business is the clear and structured career pathways available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Or other career progression pathways Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Additional holiday purchase scheme Life assurance Company pension Staff recognition and awards programmes Study support for professional industry qualifications if desired Adviser Academy if desired and/or other clear career progression pathways Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment, who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning/Wealth Management administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and various financial planning systems Good provider, pension and investment knowledge Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Oct 06, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join. Opportunity Overview This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining existing and new client relationships Processing new business applications across pensions, investments and protection Preparing annual review packs and further meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communications and further requests Providing general back-office and operational support using Intelligent Office Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards Genuine Career Progression One of the key attractions of joining the business is the clear and structured career pathways available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Or other career progression pathways Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Additional holiday purchase scheme Life assurance Company pension Staff recognition and awards programmes Study support for professional industry qualifications if desired Adviser Academy if desired and/or other clear career progression pathways Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment, who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning/Wealth Management administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and various financial planning systems Good provider, pension and investment knowledge Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join. Opportunity Overview This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining existing and new client relationships Processing new business applications across pensions, investments and protection Preparing annual review packs and further meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communications and further requests Providing general back-office and operational support using Intelligent Office Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards Genuine Career Progression One of the key attractions of joining the business is the clear and structured career pathways available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Or other career progression pathways Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Additional holiday purchase scheme Life assurance Company pension Staff recognition and awards programmes Study support for professional industry qualifications if desired Adviser Academy if desired and/or other clear career progression pathways Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment, who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning/Wealth Management administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and various financial planning systems Good provider, pension and investment knowledge Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Oct 06, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join. Opportunity Overview This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining existing and new client relationships Processing new business applications across pensions, investments and protection Preparing annual review packs and further meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communications and further requests Providing general back-office and operational support using Intelligent Office Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards Genuine Career Progression One of the key attractions of joining the business is the clear and structured career pathways available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Or other career progression pathways Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Additional holiday purchase scheme Life assurance Company pension Staff recognition and awards programmes Study support for professional industry qualifications if desired Adviser Academy if desired and/or other clear career progression pathways Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment, who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning/Wealth Management administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and various financial planning systems Good provider, pension and investment knowledge Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join. Opportunity Overview This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining existing and new client relationships Processing new business applications across pensions, investments and protection Preparing annual review packs and further meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communications and further requests Providing general back-office and operational support using Intelligent Office Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards Genuine Career Progression One of the key attractions of joining the business is the clear and structured career pathways available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Or other career progression pathways Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Additional holiday purchase scheme Life assurance Company pension Staff recognition and awards programmes Study support for professional industry qualifications if desired Adviser Academy if desired and/or other clear career progression pathways Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment, who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning/Wealth Management administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and various financial planning systems Good provider, pension and investment knowledge Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Oct 06, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses who are currently seeking an experienced IFA Administrator to join one of their regional offices. This award-winning business has built an excellent reputation for delivering high-quality, independent financial advice, providing a whole of market advisory service across financial planning and wealth management. Due to continued client demand and a growing busy office, a new opportunity has been created for an experienced Administrator to join. Opportunity Overview This is an excellent opportunity to become a valued member of a professional, supportive and high-performing advice team delivering excellent client outcomes. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining existing and new client relationships Processing new business applications across pensions, investments and protection Preparing annual review packs and further meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communications and further requests Providing general back-office and operational support using Intelligent Office Ensuring all administration is carried out in line with internal procedures and compliance regulatory standards Genuine Career Progression One of the key attractions of joining the business is the clear and structured career pathways available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Or other career progression pathways Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, leadership and investment in staff development all whilst offering a competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Additional holiday purchase scheme Life assurance Company pension Staff recognition and awards programmes Study support for professional industry qualifications if desired Adviser Academy if desired and/or other clear career progression pathways Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment, who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning/Wealth Management administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and various financial planning systems Good provider, pension and investment knowledge Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Job Title: Senior / Associate Planner Location: Bristol Penguin Recruitment is delighted to be supporting a leading planning and consultancy practice with the appointment of a Senior / Associate Planner to join their growing infrastructure team. This is an excellent opportunity for an experienced Planner to work on a range of major infrastructure and energy projects across the UK, working alongside specialists across environmental planning, sustainability, land and compulsory purchase. The successful candidate will have strong experience within infrastructure planning and a good understanding of the Planning Act 2008 and Development Consent Order (DCO) process. You will play a key role in delivering projects from inception through to completion, whilst also having the opportunity to develop client relationships, support business development and mentor more junior members of the team. The Role: Lead and manage major infrastructure planning projects through the NSIP and DCO process Prepare planning statements, reports and supporting planning documentation Liaise with clients, local authorities, stakeholders and statutory consultees Provide planning advice across a range of major infrastructure and energy projects Support business development and contribute towards the continued growth of the infrastructure planning team Build and maintain strong client relationships Mentor and support junior members of the team Ensure projects are delivered in line with planning legislation, policy and best practice The Ideal Candidate: MRTPI qualified Significant experience within town planning, with infrastructure experience highly desirable Strong understanding of the Planning Act 2008 and NSIP/DCO process Excellent written and verbal communication skills Strong project management and report-writing experience Confident managing client and stakeholder relationships Commercially aware with a proactive approach to business development Able to work collaboratively within a multidisciplinary consultancy environment Competent using Microsoft Office, with GIS experience desirable This is a fantastic opportunity for an experienced Senior or Associate Planner to join a growing team and work on some of the UK's most exciting infrastructure and energy projects. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on or
Oct 06, 2026
Full time
Job Title: Senior / Associate Planner Location: Bristol Penguin Recruitment is delighted to be supporting a leading planning and consultancy practice with the appointment of a Senior / Associate Planner to join their growing infrastructure team. This is an excellent opportunity for an experienced Planner to work on a range of major infrastructure and energy projects across the UK, working alongside specialists across environmental planning, sustainability, land and compulsory purchase. The successful candidate will have strong experience within infrastructure planning and a good understanding of the Planning Act 2008 and Development Consent Order (DCO) process. You will play a key role in delivering projects from inception through to completion, whilst also having the opportunity to develop client relationships, support business development and mentor more junior members of the team. The Role: Lead and manage major infrastructure planning projects through the NSIP and DCO process Prepare planning statements, reports and supporting planning documentation Liaise with clients, local authorities, stakeholders and statutory consultees Provide planning advice across a range of major infrastructure and energy projects Support business development and contribute towards the continued growth of the infrastructure planning team Build and maintain strong client relationships Mentor and support junior members of the team Ensure projects are delivered in line with planning legislation, policy and best practice The Ideal Candidate: MRTPI qualified Significant experience within town planning, with infrastructure experience highly desirable Strong understanding of the Planning Act 2008 and NSIP/DCO process Excellent written and verbal communication skills Strong project management and report-writing experience Confident managing client and stakeholder relationships Commercially aware with a proactive approach to business development Able to work collaboratively within a multidisciplinary consultancy environment Competent using Microsoft Office, with GIS experience desirable This is a fantastic opportunity for an experienced Senior or Associate Planner to join a growing team and work on some of the UK's most exciting infrastructure and energy projects. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on or
Salary: £47,000 - £55,000 Benefits: 25 days annual leave plus bank holidays, rising to 30 days after one full year, Additional birthday day off plus two dedicated family days per year, Company pension scheme, Funded professional memberships and full support for ongoing CPD and qualifications, Free Will and Lasting Powers of Attorney for you and your spouse, plus discounted services for friends and family, Free on-site parking, Regular team socials, including an annual summer barbecue and Christmas party, Work anniversary and Christmas gifts, plus complimentary refreshments and snacks About the company A well-established, family-owned financial and estate planning practice based in modern offices in Whiteley. Built on a client-first philosophy and values of trust and high quality, the firm advises private clients across complex investment, retirement, inheritance tax, and estate planning matters. Role Summary This position offers the chance to become the firm's first dedicated in-house paraplanner as the practice internalises its technical operations. Working alongside three experienced financial advisers and supported by dedicated client relationship managers, you will shape reporting standards and enjoy complete autonomy over your technical output. The firm provides clear long-term pathways into compliance management and director-level roles, or advice, whilst equally supporting those who want to build a long-term career as a specialist technical paraplanner. Key Responsibilities: Conduct whole-of-market research and product comparisons across investments, pensions, IHT, and estate planning, giving you deep technical exposure to varied and complex client scenarios. Produce comprehensive, tailored suitability reports and detailed calculations with dedicated administrative support, allowing you to focus your time purely on high-level analytical work. Evaluate fact finds and liaise directly with the advising team to review cases, giving you strong professional influence over advice structuring and recommendations. Help establish the in-house paraplanning framework and mentor a qualifying colleague, developing your leadership capabilities and opening genuine pathways into compliance management or adviser positions. Requirements: Hold the Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), with Chartered status or study towards it well supported. Substantial paraplanning background covering private client pensions, investments, inheritance tax, and estate planning solutions. Proven ability to analyse technical information, construct clear suitability reports, and explain complex concepts straightforwardly. Collaborative mindset with the confidence to discuss case strategies constructively with advisers and support the development of colleagues. If this role isn't quite right, it's still worth speaking to one of our specialist team, as we may be working on something that hasn't hit the market yet. Related Job Titles: Paraplanner, Chartered Paraplanner, Technical Paraplanner, Lead Paraplanner, Paraplanning Manager Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.
Oct 06, 2026
Full time
Salary: £47,000 - £55,000 Benefits: 25 days annual leave plus bank holidays, rising to 30 days after one full year, Additional birthday day off plus two dedicated family days per year, Company pension scheme, Funded professional memberships and full support for ongoing CPD and qualifications, Free Will and Lasting Powers of Attorney for you and your spouse, plus discounted services for friends and family, Free on-site parking, Regular team socials, including an annual summer barbecue and Christmas party, Work anniversary and Christmas gifts, plus complimentary refreshments and snacks About the company A well-established, family-owned financial and estate planning practice based in modern offices in Whiteley. Built on a client-first philosophy and values of trust and high quality, the firm advises private clients across complex investment, retirement, inheritance tax, and estate planning matters. Role Summary This position offers the chance to become the firm's first dedicated in-house paraplanner as the practice internalises its technical operations. Working alongside three experienced financial advisers and supported by dedicated client relationship managers, you will shape reporting standards and enjoy complete autonomy over your technical output. The firm provides clear long-term pathways into compliance management and director-level roles, or advice, whilst equally supporting those who want to build a long-term career as a specialist technical paraplanner. Key Responsibilities: Conduct whole-of-market research and product comparisons across investments, pensions, IHT, and estate planning, giving you deep technical exposure to varied and complex client scenarios. Produce comprehensive, tailored suitability reports and detailed calculations with dedicated administrative support, allowing you to focus your time purely on high-level analytical work. Evaluate fact finds and liaise directly with the advising team to review cases, giving you strong professional influence over advice structuring and recommendations. Help establish the in-house paraplanning framework and mentor a qualifying colleague, developing your leadership capabilities and opening genuine pathways into compliance management or adviser positions. Requirements: Hold the Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent), with Chartered status or study towards it well supported. Substantial paraplanning background covering private client pensions, investments, inheritance tax, and estate planning solutions. Proven ability to analyse technical information, construct clear suitability reports, and explain complex concepts straightforwardly. Collaborative mindset with the confidence to discuss case strategies constructively with advisers and support the development of colleagues. If this role isn't quite right, it's still worth speaking to one of our specialist team, as we may be working on something that hasn't hit the market yet. Related Job Titles: Paraplanner, Chartered Paraplanner, Technical Paraplanner, Lead Paraplanner, Paraplanning Manager Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.
Technical Paraplanner Location: Liverpool / Hybrid Salary: Up to £45,000 + Annual Bonus Contract: Full-Time, Permanent NJR Recruitment is delighted to be working with a forward-thinking financial planning business in Liverpool who are looking to appoint an experienced Technical Paraplanner to join their growing team. This is not a traditional, process-driven paraplanning role. It is an opportunity to join a business that takes a genuinely personalised approach to financial planning, where technical expertise, critical thinking and high-quality advice are at the heart of everything they do. As a Technical Paraplanner, you will be the analytical force behind the advice process, working closely with Financial Planners, Client Partners and Client Facing Paraplanners to ensure every recommendation is technically robust, compliant and tailored to the individual client. The Role You will take ownership of the technical construction of financial plans, interpreting detailed client information, challenging assumptions and exploring the options available before developing a clear and robust advice framework. This is a behind-the-scenes technical specialist role . You will not be client meeting focused. Instead, you will use your analytical expertise to ensure advisers have the technical insight and high-quality documentation they need to deliver excellent outcomes. Key Responsibilities Interpreting fact finds, cashflows and meeting notes to identify planning opportunities and construct the appropriate advice framework Undertaking detailed technical analysis across pensions, investments, tax planning and protection Leading the preparation and production of initial, ongoing and ad hoc suitability reports Project managing implementation cases through to sign-off, working closely with advisers and the wider administration team Preparing technical summaries, recommendation matrices and investment comparisons Using cashflow modelling and risk profiling tools to support the advice process Reviewing cases critically and identifying potential issues, gaps or inconsistencies Challenging recommendations where required to ensure the advice is technically sound Keeping fully up to date with changes in FCA regulation, tax legislation and financial products Collaborating closely with Financial Planners, Client Facing Paraplanners and Client Partners to deliver a consistent and high-quality service About You We are looking for a technically strong Paraplanner who genuinely enjoys complexity and takes pride in producing high-quality work. You will ideally be Level 4 qualified and working towards Chartered status or CFP , with a strong background in technical paraplanning and financial planning. You will also have: Strong technical knowledge across pensions, investments and tax planning Excellent analytical and problem-solving skills Proven experience producing high-quality suitability reports Experience using cashflow modelling and risk profiling tools Exceptional attention to detail and a genuine commitment to accuracy The confidence to question and challenge where something does not appear right The ability to take ownership of cases and manage them through to completion Excellent written communication skills with the ability to make complex information clear A naturally curious mindset and a willingness to investigate rather than make assumptions The ability to collaborate effectively with colleagues while being comfortable working independently What Great Looks Like You will take real ownership of the quality and rigour of your work, with a commitment to getting things right first time. You will enjoy working behind the scenes, solving complex technical problems and giving Financial Planners the confidence that the advice being delivered is built on solid foundations. You will be comfortable constructively challenging advisers where something does not stack up and will always look beyond the obvious answer to make sure the client's circumstances have been properly considered. What You'll Be Joining The business is built around a set of values that place high-quality financial planning ahead of product-led sales. Clarity - making complex matters straightforward and understandable. Rigour - taking pride in precision, detail and technical quality. Accountability - owning your work and delivering on your commitments. Curiosity - questioning assumptions, exploring possibilities and continually learning. Teamwork - collaborating effectively and putting the collective outcome ahead of individual ego. Career Development This position is designed as a technical specialist career path , rather than a route into financial advice. You will have the opportunity to continually deepen your technical expertise, expand your knowledge of complex financial planning and play a critical role in supporting high-quality advice and client outcomes. For an experienced Technical Paraplanner who wants to specialise, challenge themselves and work within a business that genuinely values technical excellence, this is an excellent opportunity. Apply today via NJR Recruitment or call quoting the reference NJR17039 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Oct 06, 2026
Full time
Technical Paraplanner Location: Liverpool / Hybrid Salary: Up to £45,000 + Annual Bonus Contract: Full-Time, Permanent NJR Recruitment is delighted to be working with a forward-thinking financial planning business in Liverpool who are looking to appoint an experienced Technical Paraplanner to join their growing team. This is not a traditional, process-driven paraplanning role. It is an opportunity to join a business that takes a genuinely personalised approach to financial planning, where technical expertise, critical thinking and high-quality advice are at the heart of everything they do. As a Technical Paraplanner, you will be the analytical force behind the advice process, working closely with Financial Planners, Client Partners and Client Facing Paraplanners to ensure every recommendation is technically robust, compliant and tailored to the individual client. The Role You will take ownership of the technical construction of financial plans, interpreting detailed client information, challenging assumptions and exploring the options available before developing a clear and robust advice framework. This is a behind-the-scenes technical specialist role . You will not be client meeting focused. Instead, you will use your analytical expertise to ensure advisers have the technical insight and high-quality documentation they need to deliver excellent outcomes. Key Responsibilities Interpreting fact finds, cashflows and meeting notes to identify planning opportunities and construct the appropriate advice framework Undertaking detailed technical analysis across pensions, investments, tax planning and protection Leading the preparation and production of initial, ongoing and ad hoc suitability reports Project managing implementation cases through to sign-off, working closely with advisers and the wider administration team Preparing technical summaries, recommendation matrices and investment comparisons Using cashflow modelling and risk profiling tools to support the advice process Reviewing cases critically and identifying potential issues, gaps or inconsistencies Challenging recommendations where required to ensure the advice is technically sound Keeping fully up to date with changes in FCA regulation, tax legislation and financial products Collaborating closely with Financial Planners, Client Facing Paraplanners and Client Partners to deliver a consistent and high-quality service About You We are looking for a technically strong Paraplanner who genuinely enjoys complexity and takes pride in producing high-quality work. You will ideally be Level 4 qualified and working towards Chartered status or CFP , with a strong background in technical paraplanning and financial planning. You will also have: Strong technical knowledge across pensions, investments and tax planning Excellent analytical and problem-solving skills Proven experience producing high-quality suitability reports Experience using cashflow modelling and risk profiling tools Exceptional attention to detail and a genuine commitment to accuracy The confidence to question and challenge where something does not appear right The ability to take ownership of cases and manage them through to completion Excellent written communication skills with the ability to make complex information clear A naturally curious mindset and a willingness to investigate rather than make assumptions The ability to collaborate effectively with colleagues while being comfortable working independently What Great Looks Like You will take real ownership of the quality and rigour of your work, with a commitment to getting things right first time. You will enjoy working behind the scenes, solving complex technical problems and giving Financial Planners the confidence that the advice being delivered is built on solid foundations. You will be comfortable constructively challenging advisers where something does not stack up and will always look beyond the obvious answer to make sure the client's circumstances have been properly considered. What You'll Be Joining The business is built around a set of values that place high-quality financial planning ahead of product-led sales. Clarity - making complex matters straightforward and understandable. Rigour - taking pride in precision, detail and technical quality. Accountability - owning your work and delivering on your commitments. Curiosity - questioning assumptions, exploring possibilities and continually learning. Teamwork - collaborating effectively and putting the collective outcome ahead of individual ego. Career Development This position is designed as a technical specialist career path , rather than a route into financial advice. You will have the opportunity to continually deepen your technical expertise, expand your knowledge of complex financial planning and play a critical role in supporting high-quality advice and client outcomes. For an experienced Technical Paraplanner who wants to specialise, challenge themselves and work within a business that genuinely values technical excellence, this is an excellent opportunity. Apply today via NJR Recruitment or call quoting the reference NJR17039 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
