FindCore are thrilled to be assisting an award-winning financial planning firm with the recruitment of a Senior Paraplanner . Permanent, full-time position based in Boston Spa, Wetherby , with free on-site parking. Salary Fully negotiable, depending on experience + bonus of up to 15% of salary Key Responsibilities Provide technical paraplanning support to Financial Planners. Carry out research and analysis based on individual client needs and objectives. Prepare Financial Plans and Suitability Reports. Collate supporting documentation for recommendations and provider selection. Attend client meetings where required, taking notes and following up on agreed actions. Manage workflows, tasks and case progression. Ensure all work meets compliance, risk and quality standards. Liaise with clients and providers regarding technical queries and ongoing cases. Skills & Experience Minimum 18 months' experience within a Paraplanner or similar financial planning role. Level 4 Diploma qualification or higher. Good understanding of the financial planning process and associated compliance requirements. Strong report-writing, research and analytical skills. Good technical knowledge across financial planning products, particularly pensions. Comfortable working with financial planning, modelling and back-office software. Experience supporting high-net-worth clients would be advantageous. Strong communication, organisation and attention to detail. Desire to progress towards Chartered or Certified Financial Planner status would be beneficial. What's on Offer Fully negotiable salary depending on experience. Bonus potential of up to 15% of salary. 27 days' annual leave plus bank holidays, increasing with service. Additional day off for your birthday. Generous company pension scheme. Life assurance. Private medical insurance and private healthcare scheme. Ongoing financial and study support for professional qualifications. Some flexibility around working arrangements. Free on-site parking. Excellent long-term progression within an established financial planning business. Please apply.
Oct 06, 2026
Full time
FindCore are thrilled to be assisting an award-winning financial planning firm with the recruitment of a Senior Paraplanner . Permanent, full-time position based in Boston Spa, Wetherby , with free on-site parking. Salary Fully negotiable, depending on experience + bonus of up to 15% of salary Key Responsibilities Provide technical paraplanning support to Financial Planners. Carry out research and analysis based on individual client needs and objectives. Prepare Financial Plans and Suitability Reports. Collate supporting documentation for recommendations and provider selection. Attend client meetings where required, taking notes and following up on agreed actions. Manage workflows, tasks and case progression. Ensure all work meets compliance, risk and quality standards. Liaise with clients and providers regarding technical queries and ongoing cases. Skills & Experience Minimum 18 months' experience within a Paraplanner or similar financial planning role. Level 4 Diploma qualification or higher. Good understanding of the financial planning process and associated compliance requirements. Strong report-writing, research and analytical skills. Good technical knowledge across financial planning products, particularly pensions. Comfortable working with financial planning, modelling and back-office software. Experience supporting high-net-worth clients would be advantageous. Strong communication, organisation and attention to detail. Desire to progress towards Chartered or Certified Financial Planner status would be beneficial. What's on Offer Fully negotiable salary depending on experience. Bonus potential of up to 15% of salary. 27 days' annual leave plus bank holidays, increasing with service. Additional day off for your birthday. Generous company pension scheme. Life assurance. Private medical insurance and private healthcare scheme. Ongoing financial and study support for professional qualifications. Some flexibility around working arrangements. Free on-site parking. Excellent long-term progression within an established financial planning business. Please apply.
Bennett and Game Recruitment LTD
Felixstowe, Suffolk
Senior Transport Planner Location: Felixstowe Salary: 40,000 - 45,000 DOE + Company Car or Car Allowance, with flexibility for the right candidate Our client is a well-established container transport and logistics provider specialising in container haulage solutions. Due to continued growth, they are seeking an experienced Senior Transport Planner to join their busy operations team. This is an excellent opportunity for an experienced container transport professional to take on a senior planning role within a busy and established operation, managing the day-to-day planning of container movements while working closely with drivers, customers, shipping lines and depots. Key Responsibilities Plan and allocate daily container movements, managing drivers, vehicles and workloads Manage port collections, deliveries and VBS bookings Monitor container availability, vehicle movements and port systems Liaise with drivers, customers, shipping lines and depots throughout the day Proactively manage delays and operational issues, ensuring transport plans run efficiently Monitor driver hours and ensure transport plans remain compliant Utilise subcontractor and agency resource when required Maintain accurate transport system updates and effective handovers Requirements Minimum 2 years' experience within container transport planning or operations Strong knowledge of the Port of Felixstowe and container transport Good understanding of drivers' hours and transport compliance Strong planning, organisational and problem-solving skills Confident communicator with drivers, customers and suppliers Experience using transport and port-related systems Ability to prioritise workloads within a fast-paced operational environment Commercially aware with a strong customer-service focus Salary & Benefits 40,000 - 45,000 DOE, with flexibility for the right candidate Company car or car allowance depending on the overall package Permanent, full-time position Shift pattern with start times of 07:00, 08:00 or 09:00, finishing at 16:00, 17:00 or 18:00 respectively Company pension Life insurance Company events On-site parking Sick pay Opportunities for training and career development Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Oct 06, 2026
Full time
Senior Transport Planner Location: Felixstowe Salary: 40,000 - 45,000 DOE + Company Car or Car Allowance, with flexibility for the right candidate Our client is a well-established container transport and logistics provider specialising in container haulage solutions. Due to continued growth, they are seeking an experienced Senior Transport Planner to join their busy operations team. This is an excellent opportunity for an experienced container transport professional to take on a senior planning role within a busy and established operation, managing the day-to-day planning of container movements while working closely with drivers, customers, shipping lines and depots. Key Responsibilities Plan and allocate daily container movements, managing drivers, vehicles and workloads Manage port collections, deliveries and VBS bookings Monitor container availability, vehicle movements and port systems Liaise with drivers, customers, shipping lines and depots throughout the day Proactively manage delays and operational issues, ensuring transport plans run efficiently Monitor driver hours and ensure transport plans remain compliant Utilise subcontractor and agency resource when required Maintain accurate transport system updates and effective handovers Requirements Minimum 2 years' experience within container transport planning or operations Strong knowledge of the Port of Felixstowe and container transport Good understanding of drivers' hours and transport compliance Strong planning, organisational and problem-solving skills Confident communicator with drivers, customers and suppliers Experience using transport and port-related systems Ability to prioritise workloads within a fast-paced operational environment Commercially aware with a strong customer-service focus Salary & Benefits 40,000 - 45,000 DOE, with flexibility for the right candidate Company car or car allowance depending on the overall package Permanent, full-time position Shift pattern with start times of 07:00, 08:00 or 09:00, finishing at 16:00, 17:00 or 18:00 respectively Company pension Life insurance Company events On-site parking Sick pay Opportunities for training and career development Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner . Permanent position. This role will be based in the company's central Harrogate office. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Produce accurate and compliant suitability reports within agreed timescales. Conduct detailed technical research across financial-planning products and solutions. Assist with the preparation of client portfolio reviews. Respond to technical queries from clients and Financial Advisers. Produce detailed client cash-flow models. Support advisers with complex pensions, investments and wider financial-planning cases. Assist with maintaining and updating the firm's preferred provider panels. Monitor recommended providers, products and investment structures on an ongoing basis. Work with the Technical team to update standard reports, recommendation wording and advisory tools. Maintain up-to-date technical knowledge across all relevant areas of financial advice. Produce technical bulletins and updates for clients and professional introducers. Provide technical guidance and training to other members of the team. Ensure all advice documentation meets regulatory and internal compliance standards. Work closely with Advisers and administrators to ensure cases progress accurately and efficiently. Skills & Experience Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role. Strong written communication skills with excellent attention to detail. Ability to interpret complex technical information and communicate it clearly. Competent using Microsoft Excel to an intermediate level. Strong organisational skills with the ability to manage competing deadlines. Confident supporting and developing less-experienced colleagues. What's on Offer Fully negotiable salary based on experience and capabilities. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and technical training. Support towards the Advanced Diploma and Chartered Financial Planner status. Senior position reporting directly to the Managing Director. Opportunity to influence the firm's technical processes, provider panels and advice standards. Supportive and experienced wealth-management team. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Oct 06, 2026
Full time
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner . Permanent position. This role will be based in the company's central Harrogate office. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Produce accurate and compliant suitability reports within agreed timescales. Conduct detailed technical research across financial-planning products and solutions. Assist with the preparation of client portfolio reviews. Respond to technical queries from clients and Financial Advisers. Produce detailed client cash-flow models. Support advisers with complex pensions, investments and wider financial-planning cases. Assist with maintaining and updating the firm's preferred provider panels. Monitor recommended providers, products and investment structures on an ongoing basis. Work with the Technical team to update standard reports, recommendation wording and advisory tools. Maintain up-to-date technical knowledge across all relevant areas of financial advice. Produce technical bulletins and updates for clients and professional introducers. Provide technical guidance and training to other members of the team. Ensure all advice documentation meets regulatory and internal compliance standards. Work closely with Advisers and administrators to ensure cases progress accurately and efficiently. Skills & Experience Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role. Strong written communication skills with excellent attention to detail. Ability to interpret complex technical information and communicate it clearly. Competent using Microsoft Excel to an intermediate level. Strong organisational skills with the ability to manage competing deadlines. Confident supporting and developing less-experienced colleagues. What's on Offer Fully negotiable salary based on experience and capabilities. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and technical training. Support towards the Advanced Diploma and Chartered Financial Planner status. Senior position reporting directly to the Managing Director. Opportunity to influence the firm's technical processes, provider panels and advice standards. Supportive and experienced wealth-management team. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner . Permanent position. This role will be based in the company's central Leeds office. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Produce accurate and compliant suitability reports within agreed timescales. Conduct detailed technical research across financial-planning products and solutions. Assist with the preparation of client portfolio reviews. Respond to technical queries from clients and Financial Advisers. Produce detailed client cash-flow models. Support advisers with complex pensions, investments and wider financial-planning cases. Assist with maintaining and updating the firm's preferred provider panels. Monitor recommended providers, products and investment structures on an ongoing basis. Work with the Technical team to update standard reports, recommendation wording and advisory tools. Maintain up-to-date technical knowledge across all relevant areas of financial advice. Produce technical bulletins and updates for clients and professional introducers. Provide technical guidance and training to other members of the team. Ensure all advice documentation meets regulatory and internal compliance standards. Work closely with Advisers and administrators to ensure cases progress accurately and efficiently. Skills & Experience Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role. Strong written communication skills with excellent attention to detail. Ability to interpret complex technical information and communicate it clearly. Competent using Microsoft Excel to an intermediate level. Strong organisational skills with the ability to manage competing deadlines. Confident supporting and developing less-experienced colleagues. What's on Offer Fully negotiable salary based on experience and capabilities. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and technical training. Support towards the Advanced Diploma and Chartered Financial Planner status. Senior position reporting directly to the Managing Director. Opportunity to influence the firm's technical processes, provider panels and advice standards. Supportive and experienced wealth-management team. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Oct 06, 2026
Full time
FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Senior Paraplanner . Permanent position. This role will be based in the company's central Leeds office. Salary Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits Key Responsibilities Produce accurate and compliant suitability reports within agreed timescales. Conduct detailed technical research across financial-planning products and solutions. Assist with the preparation of client portfolio reviews. Respond to technical queries from clients and Financial Advisers. Produce detailed client cash-flow models. Support advisers with complex pensions, investments and wider financial-planning cases. Assist with maintaining and updating the firm's preferred provider panels. Monitor recommended providers, products and investment structures on an ongoing basis. Work with the Technical team to update standard reports, recommendation wording and advisory tools. Maintain up-to-date technical knowledge across all relevant areas of financial advice. Produce technical bulletins and updates for clients and professional introducers. Provide technical guidance and training to other members of the team. Ensure all advice documentation meets regulatory and internal compliance standards. Work closely with Advisers and administrators to ensure cases progress accurately and efficiently. Skills & Experience Minimum of three years' experience working as a Paraplanner or in a comparable technical financial-services role. Strong written communication skills with excellent attention to detail. Ability to interpret complex technical information and communicate it clearly. Competent using Microsoft Excel to an intermediate level. Strong organisational skills with the ability to manage competing deadlines. Confident supporting and developing less-experienced colleagues. What's on Offer Fully negotiable salary based on experience and capabilities. Employer pension contribution. Death-in-service benefit of four times annual salary. 24 days' annual leave plus bank holidays. Discretionary bonus. Vitality private medical insurance. Professional examination support and technical training. Support towards the Advanced Diploma and Chartered Financial Planner status. Senior position reporting directly to the Managing Director. Opportunity to influence the firm's technical processes, provider panels and advice standards. Supportive and experienced wealth-management team. Central Leeds office location. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
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.
Are you a detail-driven financial services professional looking to take the next step in your career? We're looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes. If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we'd love to hear from you. Key Responsibilities: Preparing detailed suitability reports and financial planning recommendations Conducting research and analysis across pensions, investments, protection, and retirement planning Supporting Financial Advisers with client reviews and advice preparation Analysing client information and preparing cashflow and financial planning documents Liaising with providers and third parties to obtain relevant information Ensuring all advice documentation meets compliance and regulatory standards Maintaining accurate client records and updating internal systems Supporting the smooth progression of client cases from initial advice through to completion Keeping up to date with industry changes, regulations, and financial products Building strong working relationships with advisers and internal teams Experience and Skills Requirements Previous experience within a Paraplanner role or similar financial planning support position Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required Strong technical knowledge across investments, pensions, protection, and retirement planning Excellent report writing and analytical skills Strong attention to detail and ability to work accurately under pressure Professional communication skills with a client-focused approach Excellent organisational skills with the ability to manage multiple priorities Competent IT skills, including Microsoft Office and financial planning software Proactive, positive, and committed approach to personal development If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Oct 06, 2026
Full time
Are you a detail-driven financial services professional looking to take the next step in your career? We're looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes. If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we'd love to hear from you. Key Responsibilities: Preparing detailed suitability reports and financial planning recommendations Conducting research and analysis across pensions, investments, protection, and retirement planning Supporting Financial Advisers with client reviews and advice preparation Analysing client information and preparing cashflow and financial planning documents Liaising with providers and third parties to obtain relevant information Ensuring all advice documentation meets compliance and regulatory standards Maintaining accurate client records and updating internal systems Supporting the smooth progression of client cases from initial advice through to completion Keeping up to date with industry changes, regulations, and financial products Building strong working relationships with advisers and internal teams Experience and Skills Requirements Previous experience within a Paraplanner role or similar financial planning support position Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required Strong technical knowledge across investments, pensions, protection, and retirement planning Excellent report writing and analytical skills Strong attention to detail and ability to work accurately under pressure Professional communication skills with a client-focused approach Excellent organisational skills with the ability to manage multiple priorities Competent IT skills, including Microsoft Office and financial planning software Proactive, positive, and committed approach to personal development If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Summary Internal Applicants only Our colleagues work for the National Trust in many locations and sometimes?don't?have easy access to internal vacancy listings. Using the internet ensures we can reach as many of our colleagues as possible. We appreciate that this can be frustrating for external talent. Do note that some roles are released externally after?an initial?period If you're brilliant at organisation and creating order, you love working with people, upholding high standards in service and presentation, and thrive in a fast-paced and dynamic environment, then this could be the role for you. We're looking for a Business Services Co-ordinator to join us at Bath Assembly Rooms as we prepare to move back into the building and re-open to the public. Salary: £27,612 per annum Contract: This is a fixed-term role until 30-Oct-2028, allowing you to help shape processes ahead of opening, and refine them once they've been put to the test. Hours/ working pattern: Full-time, 37.5 hours per week Interview dates: 22nd & 26th October 2026 What it's like to work here It's an exciting time to join the National Trust team at Bath Assembly Rooms. This beautiful Grade 1 listed building, known for music, parties, dancing and entertainment during Bath's Georgian heyday, will reopen in 2027 following two years of a major building project and the installation of an innovative new visitor attraction. This is a rare and exciting opportunity to shape processes and procedures from scratch and help set the property up for success. You'll report to the Visitor Operations Manager and work closely with the Facilities Manager to identify and plan for the unique operational needs of this busy building. Bath Assembly Rooms is part of the National Trust Bath Property Group which also includes Dyrham Park, Prior Park Landscape Garden, Bath Skyline and Bathampton Meadows. What you'll be doing This is a busy place, there's a lot going on and you'll find that no two days are the same. Generally, you'll be supporting day-to-day operations as we prepare to move back in the Bath Assembly Rooms from our temporary office at Prior Park Landscape Garden. You'll also be supporting the wider project, and working on plans for the future operation of Bath Assembly Rooms. Your advice and experience will be sought after by others beyond the office team. You'll be a champion of best practice when it comes to business support, and will confidently challenge the status quo when you think there's a better way of doing something. Who we're looking for We'd love to hear from you if you're:? experienced in giving business support, along with responsibility for facilities or office supervision good at communicating, both in writing and speaking able to work as part of a team, but also on your own initiative flexible and focused on people happy to multi-task and manage your own priorities and workload confident user of IT efficiency tools, Trust systems, and wider Microsoft office suite such as Lists and Planner in addition to Word, Excel, and PowerPoint. The package The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too. •Substantial pension scheme of up to 10% basic salary •Free entry to National Trust places for you, a guest and your children (under 18) •Rental deposit loan scheme •Season ticket loan •EV car lease scheme (for roles that meet the salary criteria) •Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts •Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria. •Flexible working whenever possible •Employee assistance programme •Free parking at most Trust places Click here to find out more about the benefits we offer to support you.
Oct 06, 2026
Full time
Summary Internal Applicants only Our colleagues work for the National Trust in many locations and sometimes?don't?have easy access to internal vacancy listings. Using the internet ensures we can reach as many of our colleagues as possible. We appreciate that this can be frustrating for external talent. Do note that some roles are released externally after?an initial?period If you're brilliant at organisation and creating order, you love working with people, upholding high standards in service and presentation, and thrive in a fast-paced and dynamic environment, then this could be the role for you. We're looking for a Business Services Co-ordinator to join us at Bath Assembly Rooms as we prepare to move back into the building and re-open to the public. Salary: £27,612 per annum Contract: This is a fixed-term role until 30-Oct-2028, allowing you to help shape processes ahead of opening, and refine them once they've been put to the test. Hours/ working pattern: Full-time, 37.5 hours per week Interview dates: 22nd & 26th October 2026 What it's like to work here It's an exciting time to join the National Trust team at Bath Assembly Rooms. This beautiful Grade 1 listed building, known for music, parties, dancing and entertainment during Bath's Georgian heyday, will reopen in 2027 following two years of a major building project and the installation of an innovative new visitor attraction. This is a rare and exciting opportunity to shape processes and procedures from scratch and help set the property up for success. You'll report to the Visitor Operations Manager and work closely with the Facilities Manager to identify and plan for the unique operational needs of this busy building. Bath Assembly Rooms is part of the National Trust Bath Property Group which also includes Dyrham Park, Prior Park Landscape Garden, Bath Skyline and Bathampton Meadows. What you'll be doing This is a busy place, there's a lot going on and you'll find that no two days are the same. Generally, you'll be supporting day-to-day operations as we prepare to move back in the Bath Assembly Rooms from our temporary office at Prior Park Landscape Garden. You'll also be supporting the wider project, and working on plans for the future operation of Bath Assembly Rooms. Your advice and experience will be sought after by others beyond the office team. You'll be a champion of best practice when it comes to business support, and will confidently challenge the status quo when you think there's a better way of doing something. Who we're looking for We'd love to hear from you if you're:? experienced in giving business support, along with responsibility for facilities or office supervision good at communicating, both in writing and speaking able to work as part of a team, but also on your own initiative flexible and focused on people happy to multi-task and manage your own priorities and workload confident user of IT efficiency tools, Trust systems, and wider Microsoft office suite such as Lists and Planner in addition to Word, Excel, and PowerPoint. The package The National Trust has the motto 'For everyone, for ever' at its heart. We're working hard to create an inclusive culture, where everyone feels they belong. It's important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we're for everyone, we want everyone to be welcome in our teams too. •Substantial pension scheme of up to 10% basic salary •Free entry to National Trust places for you, a guest and your children (under 18) •Rental deposit loan scheme •Season ticket loan •EV car lease scheme (for roles that meet the salary criteria) •Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts •Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria. •Flexible working whenever possible •Employee assistance programme •Free parking at most Trust places Click here to find out more about the benefits we offer to support you.
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
Job Title: Paraplanner Industry: Financial Planning Location: St Albans Salary: up to £50,000 Job Reference: 10592 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in St Albans. Our client is a highly successful Financial Planning and Investment Management firm who look over £1.6 billion AUM with clients across the UK. They are going from strength to strength and aren't slowing down so are looking for a Paraplanner to join their back office team. You will work alongside other paraplanners to provide technical support to the Advisers and ensuring the best outcomes for clients. Duties: Preparing and drafting suitability reports Building and maintaining cashflow models Attending client meetings where required Work closely with the administration team to maintain accurate documents and back office systems Benefits: Competitive salary of up to £50,000 25 days holiday +/- 5 days buy/sell scheme 5% pension contribution Discretionary bonus scheme Flexible working hours Ample opportunity to progress in whatever way you want Truly supportive working environment Skills and experience required: Experience working in a Paraplanning position Level 4 Diploma, working towards may be considered Good knowledge of UK products and market
Oct 06, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: St Albans Salary: up to £50,000 Job Reference: 10592 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in St Albans. Our client is a highly successful Financial Planning and Investment Management firm who look over £1.6 billion AUM with clients across the UK. They are going from strength to strength and aren't slowing down so are looking for a Paraplanner to join their back office team. You will work alongside other paraplanners to provide technical support to the Advisers and ensuring the best outcomes for clients. Duties: Preparing and drafting suitability reports Building and maintaining cashflow models Attending client meetings where required Work closely with the administration team to maintain accurate documents and back office systems Benefits: Competitive salary of up to £50,000 25 days holiday +/- 5 days buy/sell scheme 5% pension contribution Discretionary bonus scheme Flexible working hours Ample opportunity to progress in whatever way you want Truly supportive working environment Skills and experience required: Experience working in a Paraplanning position Level 4 Diploma, working towards may be considered Good knowledge of UK products and market
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
IFA Paraplanner - Exeter We are recruiting on behalf of an established financial planning business in Devon, seeking to appoint an experienced Technical Paraplanner to join its team. This is a great opportunity for an experienced Paraplanner with experience in an IFA environment who is looking for a new challenge. The successful candidate will provide technical and report-writing support to advisers, helping to ensure clients receive clear, accurate and well-researched financial advice. What we're looking for Previous experience as a Paraplanner within an IFA firm is essential Strong technical knowledge across financial planning Experience preparing suitability reports and supporting advisers Excellent attention to detail and a methodical approach Good communication and organisational skills The ability to manage your own workload and meet deadlines Chartered status would be highly desirable This role is not aimed at candidates looking to move up from an administration position . The business is specifically looking for someone with proven Paraplanning experience who can make an immediate contribution to the team. Salary: £45,000-£55,000 , depending on experience and qualifications. The higher end of the range would be considered for a Chartered Paraplanner with significant industry experience.
Oct 06, 2026
Full time
IFA Paraplanner - Exeter We are recruiting on behalf of an established financial planning business in Devon, seeking to appoint an experienced Technical Paraplanner to join its team. This is a great opportunity for an experienced Paraplanner with experience in an IFA environment who is looking for a new challenge. The successful candidate will provide technical and report-writing support to advisers, helping to ensure clients receive clear, accurate and well-researched financial advice. What we're looking for Previous experience as a Paraplanner within an IFA firm is essential Strong technical knowledge across financial planning Experience preparing suitability reports and supporting advisers Excellent attention to detail and a methodical approach Good communication and organisational skills The ability to manage your own workload and meet deadlines Chartered status would be highly desirable This role is not aimed at candidates looking to move up from an administration position . The business is specifically looking for someone with proven Paraplanning experience who can make an immediate contribution to the team. Salary: £45,000-£55,000 , depending on experience and qualifications. The higher end of the range would be considered for a Chartered Paraplanner with significant industry experience.
