Job Title: Senior Town Planner Location: London, Nottingham, or Bristol About the Role: I am working with a well established law firm who are actively seeking talented and experienced Senior Town Planners to join their dynamic planning consultancy team due to growth across the company. The successful candidate can choose to be based in their London, Nottingham, or Bristol office. This role offers an exciting opportunity for a senior or principal planner to work on a variety of planning projects, providing expert advice and support to our clients. Key Responsibilities: Provide expert planning advice and consultancy services to clients. Manage and deliver complex planning projects. Collaborate with legal teams to provide integrated planning and legal solutions. Prepare and submit planning applications, appeals, and reports. Stay up-to-date with UK planning legislation and policy changes. Maintain and develop client relationships. Qualifications and Experience: A degree in Town Planning, Urban Planning, or a related field. Chartered Membership of the Royal Town Planning Institute (RTPI) or working towards it. A minimum of 4 years' experience within the UK planning system. Strong knowledge of UK planning legislation and policies. Excellent project management and organisational skills. Strong communication and interpersonal abilities. What We Offer: Very competitive salary. Hybrid working model (3 days a week in the office). Opportunities for professional development and career advancement. Supportive and inclusive work environment. Comprehensive benefits package. How to Apply: Please submit your CV and a cover letter to or pop me a call on Job reference - 55083
Dec 11, 2025
Full time
Job Title: Senior Town Planner Location: London, Nottingham, or Bristol About the Role: I am working with a well established law firm who are actively seeking talented and experienced Senior Town Planners to join their dynamic planning consultancy team due to growth across the company. The successful candidate can choose to be based in their London, Nottingham, or Bristol office. This role offers an exciting opportunity for a senior or principal planner to work on a variety of planning projects, providing expert advice and support to our clients. Key Responsibilities: Provide expert planning advice and consultancy services to clients. Manage and deliver complex planning projects. Collaborate with legal teams to provide integrated planning and legal solutions. Prepare and submit planning applications, appeals, and reports. Stay up-to-date with UK planning legislation and policy changes. Maintain and develop client relationships. Qualifications and Experience: A degree in Town Planning, Urban Planning, or a related field. Chartered Membership of the Royal Town Planning Institute (RTPI) or working towards it. A minimum of 4 years' experience within the UK planning system. Strong knowledge of UK planning legislation and policies. Excellent project management and organisational skills. Strong communication and interpersonal abilities. What We Offer: Very competitive salary. Hybrid working model (3 days a week in the office). Opportunities for professional development and career advancement. Supportive and inclusive work environment. Comprehensive benefits package. How to Apply: Please submit your CV and a cover letter to or pop me a call on Job reference - 55083
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations. There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world. We're one global team driven by our common purpose to deliver a better world. Join us. Job Description Start here. Grow here. Joining our Infrastructure Project Management team as a Senior Project Manager, you'll be working on a diverse portfolio of infrastructure and environmental projects, including those aligned with the £88bn AMP8 investment period for Water Companies, as well as nationwide programmes with the Environment Agency focused on flood risk management, climate resilience, and environmental protection. At AECOM, we have secured positions on frameworks with several Water Companies, providing Project Management opportunities in the Southeast, Southwest, London, and Midlands. In parallel, we are delivering projects for government bodies such as the Environment Agency, offering opportunities to contribute to nationally significant environmental programmes. Our growth trajectory is strong, supported by a robust pipeline of projects. You will be joining a growing team of like-minded professionals who share a passion for innovation and delivering cutting edge solutions that protect and enhance our natural and built environments. Here's what you'll do Lead the successful delivery of multi disciplinary complex projects within collaborative delivery teams Client-side project management, including stakeholder, H&S, risk, quality, schedule, and contract management Ensure projects and commissions are delivered to the satisfaction of the client for quality, cost, and time Support and manage the project team ensuring appropriate resources are provided on projects, meeting the client and business requirements Actively manage subcontractors and resources remote from the core project team Develop strong relationships with clients and members of the cross functional team Support business development opportunities with existing and new clients At AECOM, we understand your career is a journey. You will be supported by your line manager with regular mentoring and training and with focused support provided for you to achieve chartered status. If you're passionate about innovation and turning bold ideas into reality, AECOM welcomes you. Join our team, where we don't just construct infrastructure but also uplift communities and enhance lives. Why not give our AECOM Buildings + Places page on LinkedIn a follow to stay updated on the impactful projects we're working on and see first hand the difference we're making in the industry! Qualifications Ready to push the limits of what's possible? Here's what we're looking for: Infrastructure project management experience (Water industry experience desirable) Experience of NEC suite of contracts, particularly the Professional Services Contract (PSC) and Engineering and Construction Contract (ECC) Experience of working as part of an integrated, multi organisation, collaborative teams Excellent communication and organisational skills Highly motivated with a growing industry network Relationship building skills - ability to build strong relationships with clients, teams, and stakeholders as well as an ability to build and maintain networks of business contacts. Able to work under own initiative where appropriate working closely with the Senior Project Managers and Associates in the delivery of some of our projects. A team player with a 'can-do' attitude, outgoing, polite, patient, diplomatic, personable, respectful, and flexible Experience of working within a client organisation, either directly or through a co location/secondment arrangement. Excellent IT Skills and the ability to utilize current digital tools. Excellent numeracy, verbal and written communication skills. Education, Professional Qualifications Requirements The individuals proposed for the role will ideally demonstrate the following: Proven experience in a consulting environment providing a full spectrum of PM services including chairing meetings, minuting or proactively engaging in discussions, developing the PEP, progress reports, and tender documentation. General post contract management and administration, proactively engaging with relevant stakeholders, being aware of the scope of service and ensuring we deliver within the agreed parameters. A relevant degree such as in project management, engineering, environmental science, construction, or relevant subject. Alternatively, relevant experience in industry would be considered acceptable for exceptional candidates. Demonstrable experience and knowledge of NEC3 and NEC4 contract management A project management qualification such as APMQ or PRINCE2 would be desirable. An associate member of a related professional body preferably chartered (MRICS, APM, or CIOB) would be desirable. You may be required to undertake and successfully complete security screening checks. Additional Information Interested in the role or curious about life at AECOM? Follow us on LinkedIn, Facebook, Instagram, and YouTube to explore our AECOM voices, employee stories, latest projects, and much more! For further information about the role, reach out to the recruiter on LinkedIn. About AECOM AECOM is the world's trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new energy and the environment, our public and private sector clients trust us to solve their most complex challenges. Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500 firm and its Professional Services business had revenue of $14.4 billion in fiscal year 2023. See how we are delivering sustainable legacies for generations to come at Freedom to Grow in a World of Opportunity You will have the flexibility you need to do your best work with hybrid work options. Whether you're working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed. You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients. AECOM provides a wide array of compensation, benefits and well being programs to meet the diverse needs of our employees and their families. We're the world's trusted global infrastructure firm, and we're in this together - your growth and success are ours too. Join us, and you'll get all the benefits of being a part of a global, publicly traded firm - access to industry leading technology and thinking and transformational work with big impact and work flexibility. As an Equal Opportunity Employer, we believe in each person's potential, and we'll help you reach yours. We are a Disability Confident Employer and will offer an interview to applicants who have a disability or long term condition, who meet the minimum/essential criteria for the role. Please let us know using this email address if you would like to apply through the Disability Confident Interview Scheme. All your information will be kept confidential according to EEO guidelines.
Dec 11, 2025
Full time
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations. There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world. We're one global team driven by our common purpose to deliver a better world. Join us. Job Description Start here. Grow here. Joining our Infrastructure Project Management team as a Senior Project Manager, you'll be working on a diverse portfolio of infrastructure and environmental projects, including those aligned with the £88bn AMP8 investment period for Water Companies, as well as nationwide programmes with the Environment Agency focused on flood risk management, climate resilience, and environmental protection. At AECOM, we have secured positions on frameworks with several Water Companies, providing Project Management opportunities in the Southeast, Southwest, London, and Midlands. In parallel, we are delivering projects for government bodies such as the Environment Agency, offering opportunities to contribute to nationally significant environmental programmes. Our growth trajectory is strong, supported by a robust pipeline of projects. You will be joining a growing team of like-minded professionals who share a passion for innovation and delivering cutting edge solutions that protect and enhance our natural and built environments. Here's what you'll do Lead the successful delivery of multi disciplinary complex projects within collaborative delivery teams Client-side project management, including stakeholder, H&S, risk, quality, schedule, and contract management Ensure projects and commissions are delivered to the satisfaction of the client for quality, cost, and time Support and manage the project team ensuring appropriate resources are provided on projects, meeting the client and business requirements Actively manage subcontractors and resources remote from the core project team Develop strong relationships with clients and members of the cross functional team Support business development opportunities with existing and new clients At AECOM, we understand your career is a journey. You will be supported by your line manager with regular mentoring and training and with focused support provided for you to achieve chartered status. If you're passionate about innovation and turning bold ideas into reality, AECOM welcomes you. Join our team, where we don't just construct infrastructure but also uplift communities and enhance lives. Why not give our AECOM Buildings + Places page on LinkedIn a follow to stay updated on the impactful projects we're working on and see first hand the difference we're making in the industry! Qualifications Ready to push the limits of what's possible? Here's what we're looking for: Infrastructure project management experience (Water industry experience desirable) Experience of NEC suite of contracts, particularly the Professional Services Contract (PSC) and Engineering and Construction Contract (ECC) Experience of working as part of an integrated, multi organisation, collaborative teams Excellent communication and organisational skills Highly motivated with a growing industry network Relationship building skills - ability to build strong relationships with clients, teams, and stakeholders as well as an ability to build and maintain networks of business contacts. Able to work under own initiative where appropriate working closely with the Senior Project Managers and Associates in the delivery of some of our projects. A team player with a 'can-do' attitude, outgoing, polite, patient, diplomatic, personable, respectful, and flexible Experience of working within a client organisation, either directly or through a co location/secondment arrangement. Excellent IT Skills and the ability to utilize current digital tools. Excellent numeracy, verbal and written communication skills. Education, Professional Qualifications Requirements The individuals proposed for the role will ideally demonstrate the following: Proven experience in a consulting environment providing a full spectrum of PM services including chairing meetings, minuting or proactively engaging in discussions, developing the PEP, progress reports, and tender documentation. General post contract management and administration, proactively engaging with relevant stakeholders, being aware of the scope of service and ensuring we deliver within the agreed parameters. A relevant degree such as in project management, engineering, environmental science, construction, or relevant subject. Alternatively, relevant experience in industry would be considered acceptable for exceptional candidates. Demonstrable experience and knowledge of NEC3 and NEC4 contract management A project management qualification such as APMQ or PRINCE2 would be desirable. An associate member of a related professional body preferably chartered (MRICS, APM, or CIOB) would be desirable. You may be required to undertake and successfully complete security screening checks. Additional Information Interested in the role or curious about life at AECOM? Follow us on LinkedIn, Facebook, Instagram, and YouTube to explore our AECOM voices, employee stories, latest projects, and much more! For further information about the role, reach out to the recruiter on LinkedIn. About AECOM AECOM is the world's trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new energy and the environment, our public and private sector clients trust us to solve their most complex challenges. Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500 firm and its Professional Services business had revenue of $14.4 billion in fiscal year 2023. See how we are delivering sustainable legacies for generations to come at Freedom to Grow in a World of Opportunity You will have the flexibility you need to do your best work with hybrid work options. Whether you're working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed. You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients. AECOM provides a wide array of compensation, benefits and well being programs to meet the diverse needs of our employees and their families. We're the world's trusted global infrastructure firm, and we're in this together - your growth and success are ours too. Join us, and you'll get all the benefits of being a part of a global, publicly traded firm - access to industry leading technology and thinking and transformational work with big impact and work flexibility. As an Equal Opportunity Employer, we believe in each person's potential, and we'll help you reach yours. We are a Disability Confident Employer and will offer an interview to applicants who have a disability or long term condition, who meet the minimum/essential criteria for the role. Please let us know using this email address if you would like to apply through the Disability Confident Interview Scheme. All your information will be kept confidential according to EEO guidelines.
Senior Town Planner Hampshire A respected planning consultancy is seeking a Senior Town Planner to join its growing Hampshire office. This is a fantastic opportunity to take on responsibility for a diverse mix of projects while developing your professional profile in a supportive and collaborative environment. The Role As a Senior Town Planner, you will be involved in managing projects from start to finish, preparing applications and appeals, and providing clear, commercially aware planning advice. You'll also play a key role in representing clients, working closely with stakeholders, and supporting business development. Key Responsibilities Leading and delivering a varied portfolio of planning projects Preparing and submitting planning applications, appeals, and appraisals Building strong client relationships through professional and reliable advice Representing clients at committee and appeal hearings Supporting and mentoring junior members of the team Requirements Chartered or working towards RTPI membership Broad planning experience, ideally gained in consultancy or development Strong project management and communication skills Commercial awareness and client-facing experience Full driving licence (exceptions considered) Why Apply? Competitive salary and benefits package Flexible, supportive working environment Genuine career progression opportunities High-quality and diverse project portfolio Knowledgeable and collaborative team culture This is an excellent career step for a Senior Town Planner looking to grow within a well-regarded consultancy that values progression, flexibility, and professional development. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Dec 10, 2025
Full time
Senior Town Planner Hampshire A respected planning consultancy is seeking a Senior Town Planner to join its growing Hampshire office. This is a fantastic opportunity to take on responsibility for a diverse mix of projects while developing your professional profile in a supportive and collaborative environment. The Role As a Senior Town Planner, you will be involved in managing projects from start to finish, preparing applications and appeals, and providing clear, commercially aware planning advice. You'll also play a key role in representing clients, working closely with stakeholders, and supporting business development. Key Responsibilities Leading and delivering a varied portfolio of planning projects Preparing and submitting planning applications, appeals, and appraisals Building strong client relationships through professional and reliable advice Representing clients at committee and appeal hearings Supporting and mentoring junior members of the team Requirements Chartered or working towards RTPI membership Broad planning experience, ideally gained in consultancy or development Strong project management and communication skills Commercial awareness and client-facing experience Full driving licence (exceptions considered) Why Apply? Competitive salary and benefits package Flexible, supportive working environment Genuine career progression opportunities High-quality and diverse project portfolio Knowledgeable and collaborative team culture This is an excellent career step for a Senior Town Planner looking to grow within a well-regarded consultancy that values progression, flexibility, and professional development. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Senior / Principal Transport Planner Are you an experienced Transport Planner ready to step into a senior role with a respected consultancy? We're supporting a well-established UK development and infrastructure consultancy in their search for a Senior or Principal Transport Planner to join their growing team in Guildford. This is a fantastic opportunity to lead influential transport planning projects, shape development strategies, and work closely with major public and private sector clients. The Role As a Senior/Principal Transport Planner, you will play a key role in managing and delivering transport planning and infrastructure projects. Your responsibilities will include: Leading and overseeing a variety of transport planning projects Preparing transport assessments, impact studies and technical reports Using transport modelling tools and analysing data to develop evidence-based recommendations Working closely with clients, local authorities, and key stakeholders Contributing to transport and infrastructure strategies across a diverse range of developments Supporting junior team members and ensuring projects are delivered to a high standard Providing strong project management and clear communication throughout each assignment This is a full-time, hybrid position offering a balance of office collaboration and at-home flexibility. About the Employer The organisation is a UK-wide consultancy specialising in development planning, transport, and infrastructure solutions. Known for their commercially focused approach, they work on an impressive portfolio of schemes across the public and private sectors. Their teams combine technical expertise with a collaborative ethos, helping clients secure successful planning and development outcomes. What We're Looking For To thrive in this role, you will bring: Proven experience in transport planning, transport modelling and strategy development Strong understanding of transport management and infrastructure operations Excellent communication skills for client engagement and report writing Proficiency with industry-standard modelling and analysis tools A solid understanding of UK planning policy and its practical application A relevant degree (Transport Planning, Civil Engineering, Urban Planning or similar) Chartered status or working towards professional accreditation (desirable) Benefits Package The consultancy offers a comprehensive benefits package, including: Highly competitive salary + company-wide bonus 5% employer pension contribution 25 days annual leave + birthday leave + long-service awards Option to purchase additional annual leave Hybrid working for flexibility Private healthcare & healthcare cash plan Employee Assistance Programme Gym or sports club membership contribution Cycle to Work scheme & EV salary sacrifice Paid professional subscriptions Life assurance If interested in this position, but perhaps would like to find out more before formally applying, please contact Taylor Smith at Calibre Search Manchester. Calibre Search promote equality in the workplace and we welcome applications from all suitably skilled or qualified candidates regardless of their sex, race, disability, religion/beliefs, sexual orientation or age. We act as both an employment agency and employment business.
Dec 10, 2025
Full time
Senior / Principal Transport Planner Are you an experienced Transport Planner ready to step into a senior role with a respected consultancy? We're supporting a well-established UK development and infrastructure consultancy in their search for a Senior or Principal Transport Planner to join their growing team in Guildford. This is a fantastic opportunity to lead influential transport planning projects, shape development strategies, and work closely with major public and private sector clients. The Role As a Senior/Principal Transport Planner, you will play a key role in managing and delivering transport planning and infrastructure projects. Your responsibilities will include: Leading and overseeing a variety of transport planning projects Preparing transport assessments, impact studies and technical reports Using transport modelling tools and analysing data to develop evidence-based recommendations Working closely with clients, local authorities, and key stakeholders Contributing to transport and infrastructure strategies across a diverse range of developments Supporting junior team members and ensuring projects are delivered to a high standard Providing strong project management and clear communication throughout each assignment This is a full-time, hybrid position offering a balance of office collaboration and at-home flexibility. About the Employer The organisation is a UK-wide consultancy specialising in development planning, transport, and infrastructure solutions. Known for their commercially focused approach, they work on an impressive portfolio of schemes across the public and private sectors. Their teams combine technical expertise with a collaborative ethos, helping clients secure successful planning and development outcomes. What We're Looking For To thrive in this role, you will bring: Proven experience in transport planning, transport modelling and strategy development Strong understanding of transport management and infrastructure operations Excellent communication skills for client engagement and report writing Proficiency with industry-standard modelling and analysis tools A solid understanding of UK planning policy and its practical application A relevant degree (Transport Planning, Civil Engineering, Urban Planning or similar) Chartered status or working towards professional accreditation (desirable) Benefits Package The consultancy offers a comprehensive benefits package, including: Highly competitive salary + company-wide bonus 5% employer pension contribution 25 days annual leave + birthday leave + long-service awards Option to purchase additional annual leave Hybrid working for flexibility Private healthcare & healthcare cash plan Employee Assistance Programme Gym or sports club membership contribution Cycle to Work scheme & EV salary sacrifice Paid professional subscriptions Life assurance If interested in this position, but perhaps would like to find out more before formally applying, please contact Taylor Smith at Calibre Search Manchester. Calibre Search promote equality in the workplace and we welcome applications from all suitably skilled or qualified candidates regardless of their sex, race, disability, religion/beliefs, sexual orientation or age. We act as both an employment agency and employment business.
Associate Director and Chartered Financial PlannerForvis MazarsSuttonAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. About the team 'I have been with Forvis Mazars for 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. '(David Baker, Partner, Head of Financial Planning)We are one of the UK's leading, purely fee based, Independent Financial Advisers. We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, protection and tax planning.This is a senior appointment to work alongside our Financial Planning Partner, to deliver a high-quality service to existing clients and assist in winning new clients. The role has potential for the successful candidate to progress to more senior leadership levels.Bringing a complimentary specialism, business network and/or professional connections to the Financial Planning team is desirable. The goal is to continue to build our financial planning business. About the role Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to internally and externally referred clients. Continuous development of relationships with the firm's staff and partners Involvement in the execution of the firm's business development strategy both internally and externally Be responsible for the delivery of your part in the growth plans for the business. Deal with ad hoc client advisory and planning issues as they arise on the client portfolio Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds substantial financial planning experience Ability to proactively manage existing client relationships and to develop new relationships Ability to demonstrate an understanding of risk management issues Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.A hybrid role, the expectation is for the successful individual to work across our London South (Sutton) office and our London office at 30 Old Bailey as well as remotely and from our clients location. Our Sutton office is located in Sutton Plaza and serves as our UK international business hub. Just 30 minutes from Central London, we serve clients across Surrey, Sussex, and beyond.Our London office, based at 30 Old Bailey, is at the heart of the UK's capital, close to City Thameslink station. We offer tailored services, leveraging our national and international expertise to meet the unique needs of businesses in this global hub.Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approachOur aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.Visit to learn more.
Dec 10, 2025
Full time
Associate Director and Chartered Financial PlannerForvis MazarsSuttonAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. About the team 'I have been with Forvis Mazars for 24 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. '(David Baker, Partner, Head of Financial Planning)We are one of the UK's leading, purely fee based, Independent Financial Advisers. We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, protection and tax planning.This is a senior appointment to work alongside our Financial Planning Partner, to deliver a high-quality service to existing clients and assist in winning new clients. The role has potential for the successful candidate to progress to more senior leadership levels.Bringing a complimentary specialism, business network and/or professional connections to the Financial Planning team is desirable. The goal is to continue to build our financial planning business. About the role Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to internally and externally referred clients. Continuous development of relationships with the firm's staff and partners Involvement in the execution of the firm's business development strategy both internally and externally Be responsible for the delivery of your part in the growth plans for the business. Deal with ad hoc client advisory and planning issues as they arise on the client portfolio Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds substantial financial planning experience Ability to proactively manage existing client relationships and to develop new relationships Ability to demonstrate an understanding of risk management issues Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.A hybrid role, the expectation is for the successful individual to work across our London South (Sutton) office and our London office at 30 Old Bailey as well as remotely and from our clients location. Our Sutton office is located in Sutton Plaza and serves as our UK international business hub. Just 30 minutes from Central London, we serve clients across Surrey, Sussex, and beyond.Our London office, based at 30 Old Bailey, is at the heart of the UK's capital, close to City Thameslink station. We offer tailored services, leveraging our national and international expertise to meet the unique needs of businesses in this global hub.Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approachOur aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.Visit to learn more.
Head of Advice Guidance Field-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-upin 2009, we are now one of the leading independent financial planning and wealth management business'in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth, Succession Wealth is delighted to offer a fantastic opportunity for an experienced professional to join us as Head of Advice Guidance. This is a senior role with significant responsibility, where you will play a key part in shaping advice standards and ensuring exceptional outcomes for our clients. About the Role Responsibilities of the role include: Strategic Development and Implementation Own and deliver a comprehensive advice guidance strategy. Lead on the translation of advice guidelines and policy into automated, digital and AI related advice delivery methods. Monitor regulatory and market trends, incorporating changes into proposition development. Regulatory & Compliance Ensure all propositions meet regulatory requirements and industry best practice. Partner with Compliance to maintain governance and risk frameworks. Keep the business fully aligned with FCA and other regulatory standards. Stakeholder Management & Collaboration Build strong relationships across departments to deliver aligned advice guidance. Represent Succession externally at industry forums and maintain networks within Aviva Group and wider market. About You We welcome applications from individuals who are passionate about advice excellence and have the experience to lead at a strategic level. Ideally, you will bring: Strong knowledge of financial services regulations and advice processes. Proven leadership and stakeholder engagement skills. A track record of delivering results in complex, regulated environments. Qualifications & Experience Required Level 4 Diploma in Financial Planning (or equivalent) - Chartered status is highly desirable. Extensive experience in financial services advice and compliance. Proven ability to lead at a strategic level and influence senior stakeholders. Strong understanding of FCA regulations and advice frameworks. Excellent leadership, communication, and stakeholder management skills. As Head of Advice Guidance, you'll shape our advice strategy and lead a team of experts to deliver excellence. You'll set objectives, coach, and align resources to drive innovation, collaboration, and continuous improvement. Your success will be measured by client acquisition and retention, revenue growth, efficiency, and satisfaction. You'll also oversee the creation of high-quality guidance and support materials to empower Wealth Planners and ensure exceptional client experiences. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Dec 10, 2025
Full time
Head of Advice Guidance Field-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-upin 2009, we are now one of the leading independent financial planning and wealth management business'in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth, Succession Wealth is delighted to offer a fantastic opportunity for an experienced professional to join us as Head of Advice Guidance. This is a senior role with significant responsibility, where you will play a key part in shaping advice standards and ensuring exceptional outcomes for our clients. About the Role Responsibilities of the role include: Strategic Development and Implementation Own and deliver a comprehensive advice guidance strategy. Lead on the translation of advice guidelines and policy into automated, digital and AI related advice delivery methods. Monitor regulatory and market trends, incorporating changes into proposition development. Regulatory & Compliance Ensure all propositions meet regulatory requirements and industry best practice. Partner with Compliance to maintain governance and risk frameworks. Keep the business fully aligned with FCA and other regulatory standards. Stakeholder Management & Collaboration Build strong relationships across departments to deliver aligned advice guidance. Represent Succession externally at industry forums and maintain networks within Aviva Group and wider market. About You We welcome applications from individuals who are passionate about advice excellence and have the experience to lead at a strategic level. Ideally, you will bring: Strong knowledge of financial services regulations and advice processes. Proven leadership and stakeholder engagement skills. A track record of delivering results in complex, regulated environments. Qualifications & Experience Required Level 4 Diploma in Financial Planning (or equivalent) - Chartered status is highly desirable. Extensive experience in financial services advice and compliance. Proven ability to lead at a strategic level and influence senior stakeholders. Strong understanding of FCA regulations and advice frameworks. Excellent leadership, communication, and stakeholder management skills. As Head of Advice Guidance, you'll shape our advice strategy and lead a team of experts to deliver excellence. You'll set objectives, coach, and align resources to drive innovation, collaboration, and continuous improvement. Your success will be measured by client acquisition and retention, revenue growth, efficiency, and satisfaction. You'll also oversee the creation of high-quality guidance and support materials to empower Wealth Planners and ensure exceptional client experiences. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Are you a graduate with ambitions to become a Chartered Financial Planner? Our Graduate Programme is designed to fast track your development by giving you hands on experience across key areas of the financial planning journey. This 3 year rotational scheme provides a unique opportunity to build the skills, knowledge and confidence needed to succeed in a client facing advisory role or discover alternative pathways within our growing and award winning firm. Programme Overview This is not your typical graduate scheme. From day one, you'll be working in real roles with real responsibility, supported by experienced mentors and a peer network of current and past graduates. Across three years you will work in rotations, you'll gain exposure to the full advice process, from initial client contact through to technical planning and adviser support, giving you a comprehensive understanding of how we build lasting relationship with our clients and help them to achieve their goals through financial planning and wealth management at the highest level. Initial rotations You'll rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams. Each rotation is designed to enhance your technical understanding, develop your professional skills, and give you hands on experience of how we deliver exceptional outcomes for clients. You'll be supported throughout, with clear objectives in each placement and the chance to explore where your strengths and interests lie. Paraplanning Build your technical knowledge in a more analytical and research driven role. You'll work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations. This stage is key to deepening your understanding of financial products, tax planning and compliance requirements. Advice Team Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management. This rotation offers insight into the advisory role and gives you the opportunity to start developing the interpersonal and commercial skills needed to advise clients with confidence. Please note, these rotations can be subject to change if there is a requirement elsewhere in the business and are in no particular order. What You'll Gain A comprehensive understanding of the advice journey in a real world setting Support in completing the Level 4 Diploma in Regulated Financial Planning (CII) Access to a structured development programme, including cohort training sessions Mentoring from senior colleagues and buddy support from previous graduates Exposure to different departments and career paths within the business The chance to build a strong internal network and lasting professional relationships Career Progression Upon successful completion of the programme, you'll be considered for a Financial Planning Executive (FPE) role or another suitable opportunity within the business. From there, you can continue your journey through our internal Training Academy, work closely with our adviser team, and ultimately progress into a Financial Adviser role, with full support towards Chartered status or alternative routes depending on your strengths and interests. What We're Looking For A strong academic background (at least a 2:1 degree in any subject) A genuine interest in a career in financial planning and wealth management Excellent communication and interpersonal skills Strong organisational ability and attention to detail A proactive and collaborative mindset Willingness to travel between offices (Leeds and London) when needed Benefits Company discretionary bonus scheme Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period Private Healthcare Group Income Protection Life Assurance Eye Care Scheme Wellbeing programme Bike to Work Scheme Full support with professional qualifications after qualifying period
Dec 10, 2025
Full time
Are you a graduate with ambitions to become a Chartered Financial Planner? Our Graduate Programme is designed to fast track your development by giving you hands on experience across key areas of the financial planning journey. This 3 year rotational scheme provides a unique opportunity to build the skills, knowledge and confidence needed to succeed in a client facing advisory role or discover alternative pathways within our growing and award winning firm. Programme Overview This is not your typical graduate scheme. From day one, you'll be working in real roles with real responsibility, supported by experienced mentors and a peer network of current and past graduates. Across three years you will work in rotations, you'll gain exposure to the full advice process, from initial client contact through to technical planning and adviser support, giving you a comprehensive understanding of how we build lasting relationship with our clients and help them to achieve their goals through financial planning and wealth management at the highest level. Initial rotations You'll rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams. Each rotation is designed to enhance your technical understanding, develop your professional skills, and give you hands on experience of how we deliver exceptional outcomes for clients. You'll be supported throughout, with clear objectives in each placement and the chance to explore where your strengths and interests lie. Paraplanning Build your technical knowledge in a more analytical and research driven role. You'll work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations. This stage is key to deepening your understanding of financial products, tax planning and compliance requirements. Advice Team Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management. This rotation offers insight into the advisory role and gives you the opportunity to start developing the interpersonal and commercial skills needed to advise clients with confidence. Please note, these rotations can be subject to change if there is a requirement elsewhere in the business and are in no particular order. What You'll Gain A comprehensive understanding of the advice journey in a real world setting Support in completing the Level 4 Diploma in Regulated Financial Planning (CII) Access to a structured development programme, including cohort training sessions Mentoring from senior colleagues and buddy support from previous graduates Exposure to different departments and career paths within the business The chance to build a strong internal network and lasting professional relationships Career Progression Upon successful completion of the programme, you'll be considered for a Financial Planning Executive (FPE) role or another suitable opportunity within the business. From there, you can continue your journey through our internal Training Academy, work closely with our adviser team, and ultimately progress into a Financial Adviser role, with full support towards Chartered status or alternative routes depending on your strengths and interests. What We're Looking For A strong academic background (at least a 2:1 degree in any subject) A genuine interest in a career in financial planning and wealth management Excellent communication and interpersonal skills Strong organisational ability and attention to detail A proactive and collaborative mindset Willingness to travel between offices (Leeds and London) when needed Benefits Company discretionary bonus scheme Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period Private Healthcare Group Income Protection Life Assurance Eye Care Scheme Wellbeing programme Bike to Work Scheme Full support with professional qualifications after qualifying period
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Dec 10, 2025
Full time
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Job Title: Chartered Accountant Location: Holmfirth, West Yorkshire Salary: Competitive salary (based on experience) Job type: Full-Time, Permanent Working Hours: 40 Hours Mon - Fri with some flexibility according to business needs About us? For over 75 years, Longley Farm has proudly produced premium dairy products, blending traditional family values with modern excellence. Renowned for quality and authenticity, our award-winning products are enjoyed not only across Yorkshire but around the world. As a family-run business with a proud Yorkshire Heritage and a growing international presence, we take pride in doing things properly from the ingredients we use to the people we work with. As we continue to grow, we're looking for an experienced Chartered Accountant to help us strengthen and develop our financial operations both in the UK and overseas. Please note no sponsorship opportunities are available for this role so all candidates will require the right to live and work in the UK. About the role? This is a full-time, permanent position based at our offices in Holmfirth, West Yorkshire. Standard hours are Monday to Friday, with occasional flexibility to meet business needs. Occasional overseas travel may be required. You will be responsible for preparing and submitting accounts for our group of family companies, including overseas entities, ensuring accuracy and compliance with HMRC requirements. This role requires strong knowledge of corporate tax, confidence in managing end to end financial reporting, and a proactive, hands-on approach. This is a varied and influential position within a respected, long-established business. Key Responsibilities: Preparing, reviewing, and submitting accounts for all companies within our family of businesses, including overseas entities Ensuring compliance with HMRC requirements and relevant accounting standards Providing general support with company tax matters and liaising with external specialists as needed Supporting audits, VAT, and tax planning projects, while staying informed of changes in legislation and advising accordingly Maintaining accurate financial records and documentation This is not an exhaustive list, and as the role develops, there will be opportunities to further expand your skills and take on new challenges. The basic requirement is to generate financial information to meet the requirements of management and external organisations such as HMRC. The successful candidate will be expected to develop within the business to apply this information in the wider world of general business and financial management. About you? We're looking for someone who enjoys being part of a close-knit team, takes pride in their work, and is willing to support different areas of the business when needed. Requirements: Fully qualified Chartered Accountant (FCA, ACA, ACCA, or equivalent) Proven experience in an accounting role, ideally in the food and agricultural industries. Strong working knowledge of company tax and UK accounting standards Ability to handle and manage accounting software, such as Sage. Ability to create management accounts which combine accounting and production data. These accounts would be applicable to such areas as product costings or productivity. Understanding of tools, such as forward exchange contracts, letters of credit, bank finance, lease purchase, discounted cash flow and net present value. Excellent attention to detail and analytical skills What's on offer? Competitive salary Contributory pension scheme 33 days' holiday per year (including bank holidays) Paid breaks Free parking and staff product discounts Ongoing professional development and training Regular social events and a supportive team environment If this sounds like the perfect opportunity for you, we'd love to hear from you. Please send your CV and a brief covering letter outlining your experience and salary expectations. Please click the APPLY button to send your CV for this role. Candidates with experience or relevant job titles of; Financial Accountant, Chartered Accountancy, ACCA, ACA, FCCA, Bookkeeper, Financial Planner, Finance Manager, Chartered Accountant, Financial Accountancy, Senior Accountant, Financial Controller, Qualified Accountant may also be considered for this role. JBRP1_UKTJ
Dec 10, 2025
Full time
Job Title: Chartered Accountant Location: Holmfirth, West Yorkshire Salary: Competitive salary (based on experience) Job type: Full-Time, Permanent Working Hours: 40 Hours Mon - Fri with some flexibility according to business needs About us? For over 75 years, Longley Farm has proudly produced premium dairy products, blending traditional family values with modern excellence. Renowned for quality and authenticity, our award-winning products are enjoyed not only across Yorkshire but around the world. As a family-run business with a proud Yorkshire Heritage and a growing international presence, we take pride in doing things properly from the ingredients we use to the people we work with. As we continue to grow, we're looking for an experienced Chartered Accountant to help us strengthen and develop our financial operations both in the UK and overseas. Please note no sponsorship opportunities are available for this role so all candidates will require the right to live and work in the UK. About the role? This is a full-time, permanent position based at our offices in Holmfirth, West Yorkshire. Standard hours are Monday to Friday, with occasional flexibility to meet business needs. Occasional overseas travel may be required. You will be responsible for preparing and submitting accounts for our group of family companies, including overseas entities, ensuring accuracy and compliance with HMRC requirements. This role requires strong knowledge of corporate tax, confidence in managing end to end financial reporting, and a proactive, hands-on approach. This is a varied and influential position within a respected, long-established business. Key Responsibilities: Preparing, reviewing, and submitting accounts for all companies within our family of businesses, including overseas entities Ensuring compliance with HMRC requirements and relevant accounting standards Providing general support with company tax matters and liaising with external specialists as needed Supporting audits, VAT, and tax planning projects, while staying informed of changes in legislation and advising accordingly Maintaining accurate financial records and documentation This is not an exhaustive list, and as the role develops, there will be opportunities to further expand your skills and take on new challenges. The basic requirement is to generate financial information to meet the requirements of management and external organisations such as HMRC. The successful candidate will be expected to develop within the business to apply this information in the wider world of general business and financial management. About you? We're looking for someone who enjoys being part of a close-knit team, takes pride in their work, and is willing to support different areas of the business when needed. Requirements: Fully qualified Chartered Accountant (FCA, ACA, ACCA, or equivalent) Proven experience in an accounting role, ideally in the food and agricultural industries. Strong working knowledge of company tax and UK accounting standards Ability to handle and manage accounting software, such as Sage. Ability to create management accounts which combine accounting and production data. These accounts would be applicable to such areas as product costings or productivity. Understanding of tools, such as forward exchange contracts, letters of credit, bank finance, lease purchase, discounted cash flow and net present value. Excellent attention to detail and analytical skills What's on offer? Competitive salary Contributory pension scheme 33 days' holiday per year (including bank holidays) Paid breaks Free parking and staff product discounts Ongoing professional development and training Regular social events and a supportive team environment If this sounds like the perfect opportunity for you, we'd love to hear from you. Please send your CV and a brief covering letter outlining your experience and salary expectations. Please click the APPLY button to send your CV for this role. Candidates with experience or relevant job titles of; Financial Accountant, Chartered Accountancy, ACCA, ACA, FCCA, Bookkeeper, Financial Planner, Finance Manager, Chartered Accountant, Financial Accountancy, Senior Accountant, Financial Controller, Qualified Accountant may also be considered for this role. JBRP1_UKTJ
About Tetra Tech: Tetra Tech is a leading provider of high-end consulting and engineering services for projects worldwide. We combine the resources of a global, multibillion dollar company with local, client-focused delivery in more than 400 locations around the world. We are Leading with Science to provide sustainable and resilient solutions for our clients.Tetra Tech Ecology team won the CIEEM Large Consultancy of the Year Award and Large Scale Mitigation Award in 2023. Our people are at the heart of everything we do. They help our clients succeed, our business prosper and the communities we work in thrive.We need the very best designers, project managers, engineers, surveyors, town planners, environmental specialists and business service professionals to maintain our reputation as a market leader.We do this by taking care of our people; offering fantastic flexible benefits, providing personal and professional development, and giving employees the opportunity to work on exciting and ground-breaking projects. We dont want Tetra Tech to be just your next role, we want it to be a step-change in your career and ultimately a move that you are proud to have made. The Role: As Tetra Tech builds on its demonstrable track record as one of the leading global environmental consultancies, we are seeking a talented?senior ecologist with ornithology experience to join our national team.With ambitions to grow our UK presence to emulate the success of the global business, we are looking for an experienced ornithologist to join our established network of over 95 ecologists with the energy to contribute to a diverse project portfolio. We are looking for an ornithologist who has experience of projects across diverse sectors, with the confidence to liaise with clients and stakeholders and a desire to manage / mentor other members of the team. Project management and the ability to deliver multiple projects to high client expectations within fixed deadlines is an essential requirement of the role. Candidates keen to mentor junior staff are highly desirable, as well those who are proactive at collaborating, have good financial awareness and can efficiently review technical reports. A relevant degree or previous consultancy experience, full driving licence, membership of (or eligibility to join) CIEEM and a legal entitlement to work in the UK are essential for this role. We encourage our ecologists to lead on projects that align with their technical skillset and expertise and will provide inhouse project management training and an array of technical training.With an eye for detail and a desire to deliver to high standards, a key element of this role will be to provide support and feedback to colleagues on project deliverables, drawing on the knowledge of our technical experts to develop the best solutions. Given the variety of projects we work on, the Senior Ornithologist would need to have strong field skills and ambitions to develop their technical skills in line with project requirements. It would be beneficial if the individual has other skills and experience outside of ornithology too. We pride ourselves on our ability to offer professional ecology advice across a breadth of sectors including residential, defence, energy, government services and transport. With over 95 permanent ecologists, we can draw on the knowledge of our technical experts to develop the best solutions. Examples of projects we currently work on include: Winter bird surveys to assess potential impacts of developments on European sites Winter, passage and breeding bird surveys of wind farm sites in the North East and Scotland Winter bird surveys to support extensive Habitat Regulations works including nocturnal passage surveys Breeding bird surveys or large greenfield sites including Local Wildlife Sites The role will require work with colleagues from across the wider business on multi-disciplinary opportunities and projects so a willingness to understand how other parts of the business work would be advantageous.Our success is, in part, due to our established and long-lasting relationships with clients and the role will involve working closely with clients across a range of sectors including Residential, Defence, Infrastructure, Energy and Government Services. Flexible Working: We operate fully flexible, hybrid working which allows our ecologists to choose where, how and when they work as long as our clients are receiving the high-quality service they expect. We focus on talent and skills, not postcode. The role will require site work as well as working closely with ecologists, clients and colleagues from other teams so may require some time at an office or alternative working space to suit those involved. We are very happy to discuss flexible working for this role, including the possibility of reduced or compressed hours and flexible start or finish times. We can offer a range of solutions to help you get the most out of your work / life balance.We are supportive of flexible working but will require you to attend offices, events or sites as necessary to deliver the role. About the Team: Multi-award winning ecology team; recently winning CIEEM Large Consultancy of the Year and Large Scale Mitigation project in 2023. Over 95 permanent ecologists across 13 offices working as one cohesive team. Time away from home minimised. IT systems allow seamless remote and flexible working, so proximity to an office is not a barrier we focus on talents & skills, not postcode.Our ecologists can work on the projects that interest them and deliver them to the highest standards. Cars or car allowances to every member of the team regardless of grade, including for personal use. Established TOIL system to allow time management to suit specific personal needs alongside seasonal demands. Career frameworks provide clarity on how to progress. We encourage the development of well-rounded ecologists who can talk about all stages of a project. We offer extensive internal and external training and mentoring, including from our inhouse experts along with all team face to face training. Bat handling licence incentivisation scheme to thank ecologists who spend time and effort in achieving their licence - we know it's not easy! And to show our support of personal development, we award a significant financial bonus to anyone achieving Chartered Environmentalist/Ecologist status through CIEEM. We work closely with many other teams, including our own Planners, Archaeologists, Landscape Architects, Masterplanners and Engineers. With a culture of openness, there is always someone within the business who can provide advice and support for almost any query. At Tetra Tech, we provide a collaborative environment that supports individual performance, innovation, and creativity. We are proud to offer competitive compensation and benefits. Learn more by visiting For more information on our company, please visit our website at. To apply, please submit your CV and cover letter on the careers section of our website. We thank all applicants for their interest; however only those selected for an interview will be contacted. Tetra Tech is an equal opportunities employer and encourages applications from all suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity/shared parental leave, in line with the Equalities Act 2010. JBRP1_UKTJ
Dec 10, 2025
Full time
About Tetra Tech: Tetra Tech is a leading provider of high-end consulting and engineering services for projects worldwide. We combine the resources of a global, multibillion dollar company with local, client-focused delivery in more than 400 locations around the world. We are Leading with Science to provide sustainable and resilient solutions for our clients.Tetra Tech Ecology team won the CIEEM Large Consultancy of the Year Award and Large Scale Mitigation Award in 2023. Our people are at the heart of everything we do. They help our clients succeed, our business prosper and the communities we work in thrive.We need the very best designers, project managers, engineers, surveyors, town planners, environmental specialists and business service professionals to maintain our reputation as a market leader.We do this by taking care of our people; offering fantastic flexible benefits, providing personal and professional development, and giving employees the opportunity to work on exciting and ground-breaking projects. We dont want Tetra Tech to be just your next role, we want it to be a step-change in your career and ultimately a move that you are proud to have made. The Role: As Tetra Tech builds on its demonstrable track record as one of the leading global environmental consultancies, we are seeking a talented?senior ecologist with ornithology experience to join our national team.With ambitions to grow our UK presence to emulate the success of the global business, we are looking for an experienced ornithologist to join our established network of over 95 ecologists with the energy to contribute to a diverse project portfolio. We are looking for an ornithologist who has experience of projects across diverse sectors, with the confidence to liaise with clients and stakeholders and a desire to manage / mentor other members of the team. Project management and the ability to deliver multiple projects to high client expectations within fixed deadlines is an essential requirement of the role. Candidates keen to mentor junior staff are highly desirable, as well those who are proactive at collaborating, have good financial awareness and can efficiently review technical reports. A relevant degree or previous consultancy experience, full driving licence, membership of (or eligibility to join) CIEEM and a legal entitlement to work in the UK are essential for this role. We encourage our ecologists to lead on projects that align with their technical skillset and expertise and will provide inhouse project management training and an array of technical training.With an eye for detail and a desire to deliver to high standards, a key element of this role will be to provide support and feedback to colleagues on project deliverables, drawing on the knowledge of our technical experts to develop the best solutions. Given the variety of projects we work on, the Senior Ornithologist would need to have strong field skills and ambitions to develop their technical skills in line with project requirements. It would be beneficial if the individual has other skills and experience outside of ornithology too. We pride ourselves on our ability to offer professional ecology advice across a breadth of sectors including residential, defence, energy, government services and transport. With over 95 permanent ecologists, we can draw on the knowledge of our technical experts to develop the best solutions. Examples of projects we currently work on include: Winter bird surveys to assess potential impacts of developments on European sites Winter, passage and breeding bird surveys of wind farm sites in the North East and Scotland Winter bird surveys to support extensive Habitat Regulations works including nocturnal passage surveys Breeding bird surveys or large greenfield sites including Local Wildlife Sites The role will require work with colleagues from across the wider business on multi-disciplinary opportunities and projects so a willingness to understand how other parts of the business work would be advantageous.Our success is, in part, due to our established and long-lasting relationships with clients and the role will involve working closely with clients across a range of sectors including Residential, Defence, Infrastructure, Energy and Government Services. Flexible Working: We operate fully flexible, hybrid working which allows our ecologists to choose where, how and when they work as long as our clients are receiving the high-quality service they expect. We focus on talent and skills, not postcode. The role will require site work as well as working closely with ecologists, clients and colleagues from other teams so may require some time at an office or alternative working space to suit those involved. We are very happy to discuss flexible working for this role, including the possibility of reduced or compressed hours and flexible start or finish times. We can offer a range of solutions to help you get the most out of your work / life balance.We are supportive of flexible working but will require you to attend offices, events or sites as necessary to deliver the role. About the Team: Multi-award winning ecology team; recently winning CIEEM Large Consultancy of the Year and Large Scale Mitigation project in 2023. Over 95 permanent ecologists across 13 offices working as one cohesive team. Time away from home minimised. IT systems allow seamless remote and flexible working, so proximity to an office is not a barrier we focus on talents & skills, not postcode.Our ecologists can work on the projects that interest them and deliver them to the highest standards. Cars or car allowances to every member of the team regardless of grade, including for personal use. Established TOIL system to allow time management to suit specific personal needs alongside seasonal demands. Career frameworks provide clarity on how to progress. We encourage the development of well-rounded ecologists who can talk about all stages of a project. We offer extensive internal and external training and mentoring, including from our inhouse experts along with all team face to face training. Bat handling licence incentivisation scheme to thank ecologists who spend time and effort in achieving their licence - we know it's not easy! And to show our support of personal development, we award a significant financial bonus to anyone achieving Chartered Environmentalist/Ecologist status through CIEEM. We work closely with many other teams, including our own Planners, Archaeologists, Landscape Architects, Masterplanners and Engineers. With a culture of openness, there is always someone within the business who can provide advice and support for almost any query. At Tetra Tech, we provide a collaborative environment that supports individual performance, innovation, and creativity. We are proud to offer competitive compensation and benefits. Learn more by visiting For more information on our company, please visit our website at. To apply, please submit your CV and cover letter on the careers section of our website. We thank all applicants for their interest; however only those selected for an interview will be contacted. Tetra Tech is an equal opportunities employer and encourages applications from all suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity/shared parental leave, in line with the Equalities Act 2010. JBRP1_UKTJ
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. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. 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 Lunch and snacks provided in the Bristol office. 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.
Dec 09, 2025
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. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. 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 Lunch and snacks provided in the Bristol office. 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.
Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions. 'Managing out' existing investments and reinvesting the capital into managed portfolios. Regular reporting of changes within portfolios and performance to clients. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service. To engage with and understand prospective clients needs. To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them. To convert such prospective clients into clients and gain additional assets and revenue. To continually engage with existing clients, deepening and developing relationships. To provide ongoing support and administration to existing clients. To regularly review existing clients circumstances to ensure suitable for their current circumstances. To maintain adequate records of all ongoing and pertinent communications with clients. You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return you will receive a top end salary and benefits package including PMI and PHI. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Dec 09, 2025
Full time
Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions. 'Managing out' existing investments and reinvesting the capital into managed portfolios. Regular reporting of changes within portfolios and performance to clients. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service. To engage with and understand prospective clients needs. To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them. To convert such prospective clients into clients and gain additional assets and revenue. To continually engage with existing clients, deepening and developing relationships. To provide ongoing support and administration to existing clients. To regularly review existing clients circumstances to ensure suitable for their current circumstances. To maintain adequate records of all ongoing and pertinent communications with clients. You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return you will receive a top end salary and benefits package including PMI and PHI. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Graduate Town Planner Cambridge Salary: Negotiable depending on skills and experience Our client, a development and planning consultancy are looking to appoint an enthusiastic Graduate Town Planner to join their established planning team. The successful Graduate Town Planner will be working alongside Senior Planners to deliver planning applications, appeals and site assessments for predominantly residential and rural developments. It is anticipated that the successful Graduate Town Planner will be a student member of the RTPI so they will be able benefit from the internal APC support offered with this role. For this role candidates are sought with: A relevant MSc in a Town Planning discipline (RTPI accredited) An ambition to pursue their APC to become a Chartered Planner Some post qualification town planning experience either within a consultancy or local authority environment A full UK drivers licence In return the company are offering excellent career progression opportunities, a competitive starting salary and full benefits package. Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Dec 09, 2025
Full time
Graduate Town Planner Cambridge Salary: Negotiable depending on skills and experience Our client, a development and planning consultancy are looking to appoint an enthusiastic Graduate Town Planner to join their established planning team. The successful Graduate Town Planner will be working alongside Senior Planners to deliver planning applications, appeals and site assessments for predominantly residential and rural developments. It is anticipated that the successful Graduate Town Planner will be a student member of the RTPI so they will be able benefit from the internal APC support offered with this role. For this role candidates are sought with: A relevant MSc in a Town Planning discipline (RTPI accredited) An ambition to pursue their APC to become a Chartered Planner Some post qualification town planning experience either within a consultancy or local authority environment A full UK drivers licence In return the company are offering excellent career progression opportunities, a competitive starting salary and full benefits package. Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Senior/Principal Planner Job in Leeds, Yorkshire New opening for a Senior/Principal Planner role with an Architectural and Planning Consultancy based in Leeds, Yorkshire. If you're looking for a position with a close-knit collaborative team that work on a varied portfolio of work and will support with your career advancement, then this could be the opportunity for you! As an experienced Planner, you'll join a team of like-minded professionals offering services across architectural and planning matters. The role benefits from a diverse workload across various sectors, including industrial, logistics, commercial, residential, greenbelt sites, and conversion projects. You'll enjoy a balance of autonomy while receiving support from the wider team, with opportunities for growth and development. Role & Responsibilities Lead and manage planning projects, coordinating team members and technical inputs. Analyse data to understand planning positions, including housing and employment land supply and need Prepare fee proposals, tenders, and contribute to business development Promote sites through the Local Plan process, engaging with stakeholders and preparing professional documents such as Local Plan representations, Hearing Statements, and Advocacy Reports Undertake research and planning appraisals to assess site potential. Required Skills & Experience 4-5+ years of planning experience, ideally within a consultancy or local authority MRTPI (or working towards Chartered status) Degree in Urban Planning, Town Planning, Built Environment, or a related subject Strong knowledge of the Local Plan process and policy-led planning system Proven ability to manage workloads, mentor junior colleagues, and deliver high-quality work to deadlines. What you get back Salary of 45,000 - 55,000 DOE 28 days holiday (plus bank holidays) Discretionary bonus and tax-free employee-ownership bonus Professional accreditation support Apply If you meet the criteria above, send us your CV and portfolio. We receive a large number of applications so if you do not hear back within 7 days consider your application unsuccessful this time. We will keep a copy of your details on file for future vacancies. In accordance with GDPR, by applying for this position you give us your consent to process your data in-line with our Privacy and Data Protection Policies which can be read on the privacy policy page on our website. Referral Did you know we run a referral scheme? We pay a 1000 referral bonus if you introduce us to anyone who we then successfully place in a new job role. Just send us their information and we'll do the rest. Terms: A candidate is deemed to have been successfully placed once they have started a new job as a result of an introduction made by Hunter Dunning and when they've successfully completed the probation period. See website for full terms & conditions. Senior/Principal Planner Job in Leeds, Yorkshire - Your Property Recruitment Specialists ( Job Ref:(phone number removed
Dec 09, 2025
Full time
Senior/Principal Planner Job in Leeds, Yorkshire New opening for a Senior/Principal Planner role with an Architectural and Planning Consultancy based in Leeds, Yorkshire. If you're looking for a position with a close-knit collaborative team that work on a varied portfolio of work and will support with your career advancement, then this could be the opportunity for you! As an experienced Planner, you'll join a team of like-minded professionals offering services across architectural and planning matters. The role benefits from a diverse workload across various sectors, including industrial, logistics, commercial, residential, greenbelt sites, and conversion projects. You'll enjoy a balance of autonomy while receiving support from the wider team, with opportunities for growth and development. Role & Responsibilities Lead and manage planning projects, coordinating team members and technical inputs. Analyse data to understand planning positions, including housing and employment land supply and need Prepare fee proposals, tenders, and contribute to business development Promote sites through the Local Plan process, engaging with stakeholders and preparing professional documents such as Local Plan representations, Hearing Statements, and Advocacy Reports Undertake research and planning appraisals to assess site potential. Required Skills & Experience 4-5+ years of planning experience, ideally within a consultancy or local authority MRTPI (or working towards Chartered status) Degree in Urban Planning, Town Planning, Built Environment, or a related subject Strong knowledge of the Local Plan process and policy-led planning system Proven ability to manage workloads, mentor junior colleagues, and deliver high-quality work to deadlines. What you get back Salary of 45,000 - 55,000 DOE 28 days holiday (plus bank holidays) Discretionary bonus and tax-free employee-ownership bonus Professional accreditation support Apply If you meet the criteria above, send us your CV and portfolio. We receive a large number of applications so if you do not hear back within 7 days consider your application unsuccessful this time. We will keep a copy of your details on file for future vacancies. In accordance with GDPR, by applying for this position you give us your consent to process your data in-line with our Privacy and Data Protection Policies which can be read on the privacy policy page on our website. Referral Did you know we run a referral scheme? We pay a 1000 referral bonus if you introduce us to anyone who we then successfully place in a new job role. Just send us their information and we'll do the rest. Terms: A candidate is deemed to have been successfully placed once they have started a new job as a result of an introduction made by Hunter Dunning and when they've successfully completed the probation period. See website for full terms & conditions. Senior/Principal Planner Job in Leeds, Yorkshire - Your Property Recruitment Specialists ( Job Ref:(phone number removed
Senior Town Planner Cardiff An excellent opportunity has become available for a Senior Town Planner to join a growing consultancy in Cardiff. The successful Senior Town Planner will quickly take the lead on a variety of small and large scale residential, mixed use, leisure and commercial projects. For this role candidates are sought with: A relevant Town Planning related BSc/MSc (or equivalent) A minimum of four year's planning experience, preferably within a consultancy environment Chartered Membership to the RTPI A full UK drivers licence Duties: Supporting the team with the delivery of a variety of complex projects Delivering expert planning advice to clients and landowners Mentoring junior members of the team Responding to client planning enquiries, producing tender documents and negotiating with statutory consultees In return the company are offering a competitive starting salary and full benefits package. Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Dec 09, 2025
Full time
Senior Town Planner Cardiff An excellent opportunity has become available for a Senior Town Planner to join a growing consultancy in Cardiff. The successful Senior Town Planner will quickly take the lead on a variety of small and large scale residential, mixed use, leisure and commercial projects. For this role candidates are sought with: A relevant Town Planning related BSc/MSc (or equivalent) A minimum of four year's planning experience, preferably within a consultancy environment Chartered Membership to the RTPI A full UK drivers licence Duties: Supporting the team with the delivery of a variety of complex projects Delivering expert planning advice to clients and landowners Mentoring junior members of the team Responding to client planning enquiries, producing tender documents and negotiating with statutory consultees In return the company are offering a competitive starting salary and full benefits package. Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Job Title: Senior Planner / Associate Location: Edinburgh or Glasgow Penguin Recruitment is delighted to be supporting a leading planning consultancy in their search for a Senior Planner or Associate to join their successful Scotland Planning team. This is an excellent opportunity for a capable and commercially minded planning professional to play a key role in delivering high-quality, profitable projects across a wide range of sectors. The Role As a Senior Planner / Associate, you will: Business Development Build, maintain and enhance professional networks. Develop and nurture new and existing client relationships. Secure and deliver profitable project work. Project Delivery & Compliance Manage and execute planning projects to agreed budgets and timescales. Ensure all work is compliant with industry standards, regulations, and internal processes. Contribute to efficient financial management through timely timesheet and administration completion. People & Professional Development Maintain up-to-date industry knowledge and promote continuous learning. Support the recruitment and onboarding of team members where required. Provide guidance, performance management and leadership to colleagues. Collaboration Work closely with colleagues across the business. Promote the consultancy's services and identify opportunities for cross-selling. Person Specification Experience A broad understanding of planning issues across multiple sectors. Experience within the Scottish planning system preferred, but not essential. Qualifications MRTPI chartered status ideal, or actively working towards chartership. Knowledge & Skills Strong grounding in development management, planning policy and project management. Ability to work effectively as part of a dynamic, collaborative team. Personal Attributes Proactive mindset with strong commercial awareness. Confident communicator with excellent client-facing skills. Strong initiative and problem-solving capability. Other Requirements Right to work in the UK (proof required at application stage). Primarily office-based with flexibility for some remote working. Interested? If you're looking for a new challenge and want to be part of a forward-thinking planning consultancy, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)
Dec 09, 2025
Full time
Job Title: Senior Planner / Associate Location: Edinburgh or Glasgow Penguin Recruitment is delighted to be supporting a leading planning consultancy in their search for a Senior Planner or Associate to join their successful Scotland Planning team. This is an excellent opportunity for a capable and commercially minded planning professional to play a key role in delivering high-quality, profitable projects across a wide range of sectors. The Role As a Senior Planner / Associate, you will: Business Development Build, maintain and enhance professional networks. Develop and nurture new and existing client relationships. Secure and deliver profitable project work. Project Delivery & Compliance Manage and execute planning projects to agreed budgets and timescales. Ensure all work is compliant with industry standards, regulations, and internal processes. Contribute to efficient financial management through timely timesheet and administration completion. People & Professional Development Maintain up-to-date industry knowledge and promote continuous learning. Support the recruitment and onboarding of team members where required. Provide guidance, performance management and leadership to colleagues. Collaboration Work closely with colleagues across the business. Promote the consultancy's services and identify opportunities for cross-selling. Person Specification Experience A broad understanding of planning issues across multiple sectors. Experience within the Scottish planning system preferred, but not essential. Qualifications MRTPI chartered status ideal, or actively working towards chartership. Knowledge & Skills Strong grounding in development management, planning policy and project management. Ability to work effectively as part of a dynamic, collaborative team. Personal Attributes Proactive mindset with strong commercial awareness. Confident communicator with excellent client-facing skills. Strong initiative and problem-solving capability. Other Requirements Right to work in the UK (proof required at application stage). Primarily office-based with flexibility for some remote working. Interested? If you're looking for a new challenge and want to be part of a forward-thinking planning consultancy, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)
Job Title: Senior Planner / Associate Location: Edinburgh or Glasgow Penguin Recruitment is delighted to be supporting a leading planning consultancy in their search for a Senior Planner or Associate to join their successful Scotland Planning team. This is an excellent opportunity for a capable and commercially minded planning professional to play a key role in delivering high-quality, profitable projects across a wide range of sectors. The Role As a Senior Planner / Associate, you will: Business Development Build, maintain and enhance professional networks. Develop and nurture new and existing client relationships. Secure and deliver profitable project work. Project Delivery & Compliance Manage and execute planning projects to agreed budgets and timescales. Ensure all work is compliant with industry standards, regulations, and internal processes. Contribute to efficient financial management through timely timesheet and administration completion. People & Professional Development Maintain up-to-date industry knowledge and promote continuous learning. Support the recruitment and onboarding of team members where required. Provide guidance, performance management and leadership to colleagues. Collaboration Work closely with colleagues across the business. Promote the consultancy's services and identify opportunities for cross-selling. Person Specification Experience A broad understanding of planning issues across multiple sectors. Experience within the Scottish planning system preferred, but not essential. Qualifications MRTPI chartered status ideal, or actively working towards chartership. Knowledge & Skills Strong grounding in development management, planning policy and project management. Ability to work effectively as part of a dynamic, collaborative team. Personal Attributes Proactive mindset with strong commercial awareness. Confident communicator with excellent client-facing skills. Strong initiative and problem-solving capability. Other Requirements Right to work in the UK (proof required at application stage). Primarily office-based with flexibility for some remote working. Interested? If you're looking for a new challenge and want to be part of a forward-thinking planning consultancy, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)
Dec 09, 2025
Full time
Job Title: Senior Planner / Associate Location: Edinburgh or Glasgow Penguin Recruitment is delighted to be supporting a leading planning consultancy in their search for a Senior Planner or Associate to join their successful Scotland Planning team. This is an excellent opportunity for a capable and commercially minded planning professional to play a key role in delivering high-quality, profitable projects across a wide range of sectors. The Role As a Senior Planner / Associate, you will: Business Development Build, maintain and enhance professional networks. Develop and nurture new and existing client relationships. Secure and deliver profitable project work. Project Delivery & Compliance Manage and execute planning projects to agreed budgets and timescales. Ensure all work is compliant with industry standards, regulations, and internal processes. Contribute to efficient financial management through timely timesheet and administration completion. People & Professional Development Maintain up-to-date industry knowledge and promote continuous learning. Support the recruitment and onboarding of team members where required. Provide guidance, performance management and leadership to colleagues. Collaboration Work closely with colleagues across the business. Promote the consultancy's services and identify opportunities for cross-selling. Person Specification Experience A broad understanding of planning issues across multiple sectors. Experience within the Scottish planning system preferred, but not essential. Qualifications MRTPI chartered status ideal, or actively working towards chartership. Knowledge & Skills Strong grounding in development management, planning policy and project management. Ability to work effectively as part of a dynamic, collaborative team. Personal Attributes Proactive mindset with strong commercial awareness. Confident communicator with excellent client-facing skills. Strong initiative and problem-solving capability. Other Requirements Right to work in the UK (proof required at application stage). Primarily office-based with flexibility for some remote working. Interested? If you're looking for a new challenge and want to be part of a forward-thinking planning consultancy, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed)
Senior Town Planner London An excellent opportunity has become available for a Senior Town Planner to join a growing planning, development and environmental consultancy in central London. The successful Senior Town Planner will be responsible for delivering planning applications for large scale residential, leisure, commercial, infrastructure and mixed use schemes for their clients. Qualifications and Experience: For this position applications are sought from candidates who have a relevant RTPI accredited degree, have achieved Chartered Planner status or are working towards this and have a minimum of three years planning experience, preferably within a London consultancy environment. Benefits: Working for a respected consultancy, with a friendly team environment Fantastic career progression opportunities Competitive starting salary and benefits package including bonus scheme Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Dec 09, 2025
Full time
Senior Town Planner London An excellent opportunity has become available for a Senior Town Planner to join a growing planning, development and environmental consultancy in central London. The successful Senior Town Planner will be responsible for delivering planning applications for large scale residential, leisure, commercial, infrastructure and mixed use schemes for their clients. Qualifications and Experience: For this position applications are sought from candidates who have a relevant RTPI accredited degree, have achieved Chartered Planner status or are working towards this and have a minimum of three years planning experience, preferably within a London consultancy environment. Benefits: Working for a respected consultancy, with a friendly team environment Fantastic career progression opportunities Competitive starting salary and benefits package including bonus scheme Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
REF: NE97987 Chartered Town Planner - London - Competitive Are you a seasoned professional in town planning, ready to elevate your career and make a significant impact on urban development? If you possess a wealth of experience, a passion for innovative planning solutions, and a commitment to excellence, we invite you to apply for the position of Chartered Town Planner . Our client is a leading force in urban planning, dedicated to creating sustainable and thriving communities. As they continue to expand their impact, they are seeking a highly qualified and motivated Chartered Town Planner to join their dynamic team. Position: Chartered Town Planner Key Responsibilities: Lead and manage complex planning projects from inception to completion, ensuring compliance with regulatory requirements and industry best practices. Provide expert advice on planning policies, zoning regulations, and land-use strategies. Conduct thorough research and analysis, delivering insightful recommendations to clients and stakeholders. Mentor and collaborate with junior planners, fostering a culture of continuous learning and professional development. Represent the company in public consultations, stakeholder meetings, and regulatory interactions. Qualifications: Chartered Member of the Royal Town Planning Institute (RTPI). Proven track record in a senior town planning role. In-depth knowledge of national and local planning policies and regulations. Proven track record of successfully managing and delivering high-profile planning projects. Excellent communication, negotiation, and leadership skills. What you'll be Offered: Competitive salary commensurate with experience. Comprehensive benefits package, including health insurance and retirement plans. Opportunities for continuous professional development and training. A collaborative and supportive work environment that values innovation and excellence. How to Apply: If you are a Chartered Town Planner with a passion for shaping the future of communities and a desire to lead transformative projects, we want to hear from you! Please submit your CV to (url removed). Alternatively for more information on this or similar roles, please Neil Ellerton of Penguin Recruitment on (phone number removed)
Dec 09, 2025
Full time
REF: NE97987 Chartered Town Planner - London - Competitive Are you a seasoned professional in town planning, ready to elevate your career and make a significant impact on urban development? If you possess a wealth of experience, a passion for innovative planning solutions, and a commitment to excellence, we invite you to apply for the position of Chartered Town Planner . Our client is a leading force in urban planning, dedicated to creating sustainable and thriving communities. As they continue to expand their impact, they are seeking a highly qualified and motivated Chartered Town Planner to join their dynamic team. Position: Chartered Town Planner Key Responsibilities: Lead and manage complex planning projects from inception to completion, ensuring compliance with regulatory requirements and industry best practices. Provide expert advice on planning policies, zoning regulations, and land-use strategies. Conduct thorough research and analysis, delivering insightful recommendations to clients and stakeholders. Mentor and collaborate with junior planners, fostering a culture of continuous learning and professional development. Represent the company in public consultations, stakeholder meetings, and regulatory interactions. Qualifications: Chartered Member of the Royal Town Planning Institute (RTPI). Proven track record in a senior town planning role. In-depth knowledge of national and local planning policies and regulations. Proven track record of successfully managing and delivering high-profile planning projects. Excellent communication, negotiation, and leadership skills. What you'll be Offered: Competitive salary commensurate with experience. Comprehensive benefits package, including health insurance and retirement plans. Opportunities for continuous professional development and training. A collaborative and supportive work environment that values innovation and excellence. How to Apply: If you are a Chartered Town Planner with a passion for shaping the future of communities and a desire to lead transformative projects, we want to hear from you! Please submit your CV to (url removed). Alternatively for more information on this or similar roles, please Neil Ellerton of Penguin Recruitment on (phone number removed)
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ
Dec 09, 2025
Full time
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ
