Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 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 now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive 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 Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. 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 12, 2025
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 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 now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive 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 Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. 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.
By joining Bio-Techne, you'll join a company with a powerful and positive purpose of enabling cutting-edge research in Life Sciences and Clinical Diagnostics. Bio-Techne, and all of its brands, provides tools for researchers to further treat and prevent disease worldwide. Reports To: Supply Chain Manager, EMEA Location: On-site Abingdon, England Hours of Work: 37.5 hours per week Position Summary Responsible for sourcing stock from Bio-Techne internal brands and maintaining European inventory for the European customer base. As part of a small team assist in managing, administering, and consistently optimising inventory levels to meet customer requirements by shortening lead times and minimising back orders with our global manufacturing sites to improve the customer experience. The function supports the operations division to deliver an excellent customer experience. Essential Functions Identifies and recommends suppliers by investigating potential suppliers, researching supplier capabilities, services, and materials availability. Prepares statements of work for items proposed for procurement. Develops potential bidders lists and formal requests for quotation or proposal. Conducts supplier site visits and evaluates capability, performance, quality, delivery, and other key business criteria. May support or lead supplier surveys as part of a technical or quality team. Evaluates proposals from incumbent and potential suppliers. Selects suppliers for a variety of highly complex or technical materials, supplies or services and negotiates price, delivery, quality and service. Mitigates company risk by developing alternate sources of supply when necessary. Negotiates final terms and conditions of purchase, awards and administers the procurement contract or purchase order to conclusion. Maintains accurate lead times for assigned area. Issues purchase orders and agreements that accurately reflect price, schedule, terms, and conditions as negotiated with suppliers. May include orders with international suppliers and/or subcontractors involving import/export trade. Monitors and evaluates supplier performance . Determines and implements corrective actions to resolve impending supplier failure to fulfil contractual agreements that may delay production or delivery. Resolves shipment quality discrepancies by mediating supplier/ manufacturing issues. Facilitates inspections, substitutions, and standardisation by arranging and participating in conferences between suppliers and company personnel. Negotiates and settles damage claims , rejections, losses, return of materials, over-shipments, cancellations and engineering changes with suppliers. Monitors and evaluates supplier's ability to meet all company and government or commercial procurement requirements and ensure that the pertinent technical and quality issues receive adequate attention in order to assure compliance. Prepares complex reports and analyses by collecting, analysing, and summarising information and trends. Applies continuous improvement techniques and methods to internal processes and systems. Develops, coordinates, and implements improvement initiatives with key suppliers. Recommends actions by analysing and interpreting data and making comparative analyses. Analyses proposed changes in methods and materials. May lead or be assigned to a special project team. Maintains professional and technical knowledge by attending educational workshops, reviewing trade publications, establishing networks, and/ or participating in professional associations. Complies with industry regulations ; ensures adherence to requirements and advises management on needed actions. Complies with Government/ Commercial Practices Manual (GPM/CPM) policies and procedures. Provide leadership to others in department . Acts as prime contact on high level projects. Establishes goals and objectives required to complete projects. Trains and mentors less experienced employees. Required Qualifications: Bachelor's degree or equivalent A first working experience in a Buyer/ Planner function required Accurate and fast data entry skills Strong analytical and communications skills needed Proficient in Microsoft programmes, Word, Outlook, Excel, Access and PowerPoint Experience of using Dynamics 365 or similar ERP systems would be beneficial Previous experience working in a supply chain environment would be an advantage Fluent English, second language desirable but not essential A high demonstration of experience in a life science field Ability to manage the efficient supply of special and custom design components Experience of complex hardware manufacturing in low to mid volume environments Ability to manage the efficient supply of specialist and custom design components A Team Player that can take the lead and guide peer departments and functions Must possess excellent communication skills - written, oral and presentation Proven customer support & training experience essential Desired Skills : Excellent attention to detail and analytical mindset Ability to manipulate data to allow visualisation of trends and large data sets Monitor status of open purchase orders to ensure on-time delivery of all products, including timely resolution, communication and mitigation of future potential problems Highly organised with the ability to prioritise a varied workload Ability to work independently and with multiple departments to understand complex business decisions Strong interpersonal interaction skills Excellent written and verbal communication and follow-up skills Ability to remain calm under pressure Experience of a customer focussed environment and can manage customer expectations Ability to manage and resolve issues regarding PO to invoice discrepancies, returns and quality issues with suppliers Should be able to travel as needed between EMEA offices Bio-Techne is committed to product quality, customer satisfaction, continued improvement, minimising environmental impacts and conserving natural resources. Environmental and quality management is an integral core value and vital part of the Bio-Techne culture. Why Join Bio-Techne: We offer competitive wages along with extensive benefits for employees and their families. We invest in our employees' financial futures through retirement programs and an employee stock purchase plan. We help our employees develop their careers through mentorship, promotional opportunities, training and development, internship programs, and more. We offer an international and diverse working environment, enriched by employee resource groups; volunteer and charity events; and employee events that build a culture of caring and belonging. We foster a culture of empowerment and innovation, where employees feel valued and encouraged to bring their new ideas to the table. Bio-Techne is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To protect the interests of all, Bio-Techne will not accept unsolicited resumes from any source other than a candidate application. Any unsolicited resumes sent to Bio-Techne will be considered Bio-Techne property.
Dec 12, 2025
Full time
By joining Bio-Techne, you'll join a company with a powerful and positive purpose of enabling cutting-edge research in Life Sciences and Clinical Diagnostics. Bio-Techne, and all of its brands, provides tools for researchers to further treat and prevent disease worldwide. Reports To: Supply Chain Manager, EMEA Location: On-site Abingdon, England Hours of Work: 37.5 hours per week Position Summary Responsible for sourcing stock from Bio-Techne internal brands and maintaining European inventory for the European customer base. As part of a small team assist in managing, administering, and consistently optimising inventory levels to meet customer requirements by shortening lead times and minimising back orders with our global manufacturing sites to improve the customer experience. The function supports the operations division to deliver an excellent customer experience. Essential Functions Identifies and recommends suppliers by investigating potential suppliers, researching supplier capabilities, services, and materials availability. Prepares statements of work for items proposed for procurement. Develops potential bidders lists and formal requests for quotation or proposal. Conducts supplier site visits and evaluates capability, performance, quality, delivery, and other key business criteria. May support or lead supplier surveys as part of a technical or quality team. Evaluates proposals from incumbent and potential suppliers. Selects suppliers for a variety of highly complex or technical materials, supplies or services and negotiates price, delivery, quality and service. Mitigates company risk by developing alternate sources of supply when necessary. Negotiates final terms and conditions of purchase, awards and administers the procurement contract or purchase order to conclusion. Maintains accurate lead times for assigned area. Issues purchase orders and agreements that accurately reflect price, schedule, terms, and conditions as negotiated with suppliers. May include orders with international suppliers and/or subcontractors involving import/export trade. Monitors and evaluates supplier performance . Determines and implements corrective actions to resolve impending supplier failure to fulfil contractual agreements that may delay production or delivery. Resolves shipment quality discrepancies by mediating supplier/ manufacturing issues. Facilitates inspections, substitutions, and standardisation by arranging and participating in conferences between suppliers and company personnel. Negotiates and settles damage claims , rejections, losses, return of materials, over-shipments, cancellations and engineering changes with suppliers. Monitors and evaluates supplier's ability to meet all company and government or commercial procurement requirements and ensure that the pertinent technical and quality issues receive adequate attention in order to assure compliance. Prepares complex reports and analyses by collecting, analysing, and summarising information and trends. Applies continuous improvement techniques and methods to internal processes and systems. Develops, coordinates, and implements improvement initiatives with key suppliers. Recommends actions by analysing and interpreting data and making comparative analyses. Analyses proposed changes in methods and materials. May lead or be assigned to a special project team. Maintains professional and technical knowledge by attending educational workshops, reviewing trade publications, establishing networks, and/ or participating in professional associations. Complies with industry regulations ; ensures adherence to requirements and advises management on needed actions. Complies with Government/ Commercial Practices Manual (GPM/CPM) policies and procedures. Provide leadership to others in department . Acts as prime contact on high level projects. Establishes goals and objectives required to complete projects. Trains and mentors less experienced employees. Required Qualifications: Bachelor's degree or equivalent A first working experience in a Buyer/ Planner function required Accurate and fast data entry skills Strong analytical and communications skills needed Proficient in Microsoft programmes, Word, Outlook, Excel, Access and PowerPoint Experience of using Dynamics 365 or similar ERP systems would be beneficial Previous experience working in a supply chain environment would be an advantage Fluent English, second language desirable but not essential A high demonstration of experience in a life science field Ability to manage the efficient supply of special and custom design components Experience of complex hardware manufacturing in low to mid volume environments Ability to manage the efficient supply of specialist and custom design components A Team Player that can take the lead and guide peer departments and functions Must possess excellent communication skills - written, oral and presentation Proven customer support & training experience essential Desired Skills : Excellent attention to detail and analytical mindset Ability to manipulate data to allow visualisation of trends and large data sets Monitor status of open purchase orders to ensure on-time delivery of all products, including timely resolution, communication and mitigation of future potential problems Highly organised with the ability to prioritise a varied workload Ability to work independently and with multiple departments to understand complex business decisions Strong interpersonal interaction skills Excellent written and verbal communication and follow-up skills Ability to remain calm under pressure Experience of a customer focussed environment and can manage customer expectations Ability to manage and resolve issues regarding PO to invoice discrepancies, returns and quality issues with suppliers Should be able to travel as needed between EMEA offices Bio-Techne is committed to product quality, customer satisfaction, continued improvement, minimising environmental impacts and conserving natural resources. Environmental and quality management is an integral core value and vital part of the Bio-Techne culture. Why Join Bio-Techne: We offer competitive wages along with extensive benefits for employees and their families. We invest in our employees' financial futures through retirement programs and an employee stock purchase plan. We help our employees develop their careers through mentorship, promotional opportunities, training and development, internship programs, and more. We offer an international and diverse working environment, enriched by employee resource groups; volunteer and charity events; and employee events that build a culture of caring and belonging. We foster a culture of empowerment and innovation, where employees feel valued and encouraged to bring their new ideas to the table. Bio-Techne is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To protect the interests of all, Bio-Techne will not accept unsolicited resumes from any source other than a candidate application. Any unsolicited resumes sent to Bio-Techne will be considered Bio-Techne property.
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 12, 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.
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all work together to deliver an outstanding service to one another and clients. They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration. They are keen for a quality adviser who shares the company's values to join our team, and believe advisers should focus on relationship management and new Client acquisition. The support ecosystem is designed to support this outcome. The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. They also have professional introducer agreements in place and will always offer central support with the creation of new relationships. The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team. For more information, please apply for the role. 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 12, 2025
Full time
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all work together to deliver an outstanding service to one another and clients. They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration. They are keen for a quality adviser who shares the company's values to join our team, and believe advisers should focus on relationship management and new Client acquisition. The support ecosystem is designed to support this outcome. The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. They also have professional introducer agreements in place and will always offer central support with the creation of new relationships. The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team. For more information, please apply for the role. 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.
Manchester, United Kingdom / Bristol, United Kingdom / London, United Kingdom / Glasgow, United Kingdom / Reading, United Kingdom / Brighton, United Kingdom / Cambridge, United Kingdom / Leeds, United Kingdom / Birmingham, United Kingdom / Cardiff, United Kingdom / Edinburgh, United Kingdom / Liverpool, United Kingdom / Exeter, United Kingdom Location/s:Cambridge, Brighton, Bristol, Cardiff, Leeds, Edinburgh, Glasgow, Manchester, Liverpool, Exeter & Birmingham; UK Recruiter contact: Nicola Coyle Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business division The Water Utilities Division is Mott MacDonald's centre of excellence for responding to the UK and Ireland's water and wastewater challenges. The work we do is at the forefront of ensuring safe water supplies for future generations, preventing urban flooding, and improving the health of our rivers and coastal environments. Our multi-disciplinary teams provide a variety of services throughout the full project life cycle, from advisory services and feasibility studies to outline and detailed design. Together, we deliver best-in-class solutions to our clients while offering diverse and technically stimulating opportunities to our people. Overview of the role Water resources are under pressure globally from climate change, population growth and urbanisation - this includes parts of the UK where there is now recognition that investment in both demand management and resource development is needed to secure resilient water supplies for the future. We are market leaders in providing strategic water resources planning services to water companies, regional groups (including Water Resources South East and Water Resources East), regulators and the government in the UK as well as supporting our global business delivering water resources planning services internationally. We help our clients to consider the resilience of their existing resources in the face of environmental pressures, growth, climate change and severe drought and then to identify, appraise and develop future demand and supply-side interventions to address the needs identified. To support our growth ambition in this area, we are looking for motivated strategic thinkers, who want to generate the best possible outcomes for our clients, the environment and society, with an interest in developing their knowledge and experience, joining our existing team of climate scientists, data scientists, engineers, environmentalists, hydrogeologists, hydrologists, managers and planners. In this role you will apply your knowledge and experience on a diverse range of advisory projects and strategic/feasibility studies, and have the opportunity to further develop your skills across different areas of our portfolio, such as water resource planning, resource options appraisal, demand forecasting, demand management options appraisal, investment optimisation and environmental assessment. At Mott MacDonald you will have control of your own career path and great prospects for career progression as the business continues to grow. We can offer you development in technical, management or client-facing directions. We are looking for a driven individual, keen to make a difference in the sector, take wide responsibilities and progress professionally. Relevant water resources, engineering or other related degree Experience with developing regional plans, Water Resource Management Plans and/or Drought Plans Familiarity with UK water sector regulation Keen interest in developing your technical and commercial skills Chartered Status with a recognised Professional Institution Project management, client liaison and consulting skills Understanding of the components that make up a water supply-demand balance and how these are estimated and forecast Experience of undertaking options appraisal Experience of best value planning Experience of auditing and assurance Experience of using asset information UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. We are happy to talk openly about flexible working and how we can support your responsibilities beyond the workplace. Benefits We offer some fantastic benefits including: Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long-term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high-street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self-development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
Dec 12, 2025
Full time
Manchester, United Kingdom / Bristol, United Kingdom / London, United Kingdom / Glasgow, United Kingdom / Reading, United Kingdom / Brighton, United Kingdom / Cambridge, United Kingdom / Leeds, United Kingdom / Birmingham, United Kingdom / Cardiff, United Kingdom / Edinburgh, United Kingdom / Liverpool, United Kingdom / Exeter, United Kingdom Location/s:Cambridge, Brighton, Bristol, Cardiff, Leeds, Edinburgh, Glasgow, Manchester, Liverpool, Exeter & Birmingham; UK Recruiter contact: Nicola Coyle Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business division The Water Utilities Division is Mott MacDonald's centre of excellence for responding to the UK and Ireland's water and wastewater challenges. The work we do is at the forefront of ensuring safe water supplies for future generations, preventing urban flooding, and improving the health of our rivers and coastal environments. Our multi-disciplinary teams provide a variety of services throughout the full project life cycle, from advisory services and feasibility studies to outline and detailed design. Together, we deliver best-in-class solutions to our clients while offering diverse and technically stimulating opportunities to our people. Overview of the role Water resources are under pressure globally from climate change, population growth and urbanisation - this includes parts of the UK where there is now recognition that investment in both demand management and resource development is needed to secure resilient water supplies for the future. We are market leaders in providing strategic water resources planning services to water companies, regional groups (including Water Resources South East and Water Resources East), regulators and the government in the UK as well as supporting our global business delivering water resources planning services internationally. We help our clients to consider the resilience of their existing resources in the face of environmental pressures, growth, climate change and severe drought and then to identify, appraise and develop future demand and supply-side interventions to address the needs identified. To support our growth ambition in this area, we are looking for motivated strategic thinkers, who want to generate the best possible outcomes for our clients, the environment and society, with an interest in developing their knowledge and experience, joining our existing team of climate scientists, data scientists, engineers, environmentalists, hydrogeologists, hydrologists, managers and planners. In this role you will apply your knowledge and experience on a diverse range of advisory projects and strategic/feasibility studies, and have the opportunity to further develop your skills across different areas of our portfolio, such as water resource planning, resource options appraisal, demand forecasting, demand management options appraisal, investment optimisation and environmental assessment. At Mott MacDonald you will have control of your own career path and great prospects for career progression as the business continues to grow. We can offer you development in technical, management or client-facing directions. We are looking for a driven individual, keen to make a difference in the sector, take wide responsibilities and progress professionally. Relevant water resources, engineering or other related degree Experience with developing regional plans, Water Resource Management Plans and/or Drought Plans Familiarity with UK water sector regulation Keen interest in developing your technical and commercial skills Chartered Status with a recognised Professional Institution Project management, client liaison and consulting skills Understanding of the components that make up a water supply-demand balance and how these are estimated and forecast Experience of undertaking options appraisal Experience of best value planning Experience of auditing and assurance Experience of using asset information UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. We are happy to talk openly about flexible working and how we can support your responsibilities beyond the workplace. Benefits We offer some fantastic benefits including: Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long-term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high-street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self-development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
A leading financial planning company in the UK is seeking a Client Delivery Executive to support Wealth Planners in delivering premium service to their clients. Responsibilities include client management, diary organization, and ensuring smooth operational flow. The ideal candidate will have relevant financial services experience and strong communication skills. This hybrid role offers a competitive salary and excellent benefits.
Dec 12, 2025
Full time
A leading financial planning company in the UK is seeking a Client Delivery Executive to support Wealth Planners in delivering premium service to their clients. Responsibilities include client management, diary organization, and ensuring smooth operational flow. The ideal candidate will have relevant financial services experience and strong communication skills. This hybrid role offers a competitive salary and excellent benefits.
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offerings, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios. The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant to the business. We are urgently seeking an experienced Investment Manager to the committee and team, whom will work solely on managing the companies portfolios on a discretionary basis, the potential candidate will have access to suitably qualified analysis from both within the company and externally. The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from working within a known Investment Management firm, and would suit someone with a desire to gain more responsibility, control or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios. This person can be based in Leeds, Huddersfield and also we will consider remotely based candidates for this role so being London based is not an issue for example. Package is totally up for discussion with regards to this role and will largely depend on the candidate selected. Additional Information Company: Investment Management Location: Leeds or London Closing Date: 30 Mar We are an equal opportunities employer and welcome applications from all qualified candidates.
Dec 12, 2025
Full time
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offerings, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios. The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant to the business. We are urgently seeking an experienced Investment Manager to the committee and team, whom will work solely on managing the companies portfolios on a discretionary basis, the potential candidate will have access to suitably qualified analysis from both within the company and externally. The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from working within a known Investment Management firm, and would suit someone with a desire to gain more responsibility, control or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios. This person can be based in Leeds, Huddersfield and also we will consider remotely based candidates for this role so being London based is not an issue for example. Package is totally up for discussion with regards to this role and will largely depend on the candidate selected. Additional Information Company: Investment Management Location: Leeds or London Closing Date: 30 Mar We are an equal opportunities employer and welcome applications from all qualified candidates.
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location
Dec 12, 2025
Full time
My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support. The Role: As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms. Key Responsibilities: Provide day-to-day administrative and client support to advisers Prepare client reports, valuations, and review packs Submit and track applications with providers, ensuring timely processing Maintain client records in line with FCA regulations and GDPR Liaise with clients, product providers, and colleagues to deliver an efficient service Assist with ensuring compliance and regulatory documentation is accurate and up to date Requirements: Previous experience in a financial services administration role Strong organisational and communication skills Experience of using Intelligent Office Good knowledge of Microsoft Office and typical IFA research systems A keen eye for detail and accuracy Willingness to work towards industry qualifications (CII desirable but not essential) What my client offers: Competitive salary and benefits package 25 days holiday plus bank holidays Pension scheme Professional development opportunities, with study support where relevant A supportive and friendly working environment A great office location, with free parking
Dec 12, 2025
Full time
My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Financial Planning administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting the businesses team of four advisers in this position focused on administrative support. The Role: As a Lead Financial Planner Support, you will play a pivotal role in assisting my clients advisers with client servicing, administrative processes, and preparation of key documentation. This role offers the opportunity to build on your knowledge of financial services while supporting clients and advisers across a wide range of products and platforms. Key Responsibilities: Provide day-to-day administrative and client support to advisers Prepare client reports, valuations, and review packs Submit and track applications with providers, ensuring timely processing Maintain client records in line with FCA regulations and GDPR Liaise with clients, product providers, and colleagues to deliver an efficient service Assist with ensuring compliance and regulatory documentation is accurate and up to date Requirements: Previous experience in a financial services administration role Strong organisational and communication skills Experience of using Intelligent Office Good knowledge of Microsoft Office and typical IFA research systems A keen eye for detail and accuracy Willingness to work towards industry qualifications (CII desirable but not essential) What my client offers: Competitive salary and benefits package 25 days holiday plus bank holidays Pension scheme Professional development opportunities, with study support where relevant A supportive and friendly working environment A great office location, with free parking
Distribution Manager Chirk, Wrexham Full-time About Us Kronospan Ltd is a global leader in the production of wood-based panels, delivering innovative solutions that enhance both living spaces and commercial environments. We are currently seeking an experienced and driven Distribution Manager to lead our transport operations and play a pivotal role in delivering an efficient, cost-effective, and safe logistics function. Reporting to the Head of Supply Chain, you will take full ownership of our complex transport strategy, ensuring smooth day-to-day operations while driving continuous improvement across the department. Main duties and responsibilities Lead haulier negotiations to secure dependable and cost-efficient partnerships, ensuring capacity for the department's increasing demand. Manage and optimise both internal and external transport operations. Oversee a significant transport budget, ensuring financial efficiency and control. Direct and develop the transport planning and time slot management systems to maximise performance. Ensure compliance with all legal and regulatory obligations relating to transport and logistics. Take full responsibility for health and safety standards across transport and warehousing activities. Drive operational excellence, continuously reviewing processes to improve service, safety, and efficiency. Provide strong leadership, coaching, and development to the transport and warehouse teams. Requirements At least 5 years' experience within a large-scale logistics or distribution environment, ideally with proven experience within a transport management or senior transport planner role. Strong commercial acumen with experience in managing and negotiating with hauliers. Solid understanding of transport planning systems and time slot management platforms. Demonstrable experience in budget control and cost optimisation. Excellent knowledge of transport legislation, compliance, and health & safety requirements. Inspirational leader with the ability to motivate teams and foster a culture of continuous improvement. Strong communication and stakeholder management skills. Transporeon or Paragon experience would be highly advantageous What we offer Competitive salary and benefits package. Opportunity to shape and influence a key area of the business. A supportive environment that values innovation, efficiency, and safety. Career progression and professional development opportunities. If you are a results-focused Transport Manager with the expertise and leadership skills to make a real impact, we'd love to hear from you. Click apply and you will be taken to our careers site to complete your application.
Dec 12, 2025
Full time
Distribution Manager Chirk, Wrexham Full-time About Us Kronospan Ltd is a global leader in the production of wood-based panels, delivering innovative solutions that enhance both living spaces and commercial environments. We are currently seeking an experienced and driven Distribution Manager to lead our transport operations and play a pivotal role in delivering an efficient, cost-effective, and safe logistics function. Reporting to the Head of Supply Chain, you will take full ownership of our complex transport strategy, ensuring smooth day-to-day operations while driving continuous improvement across the department. Main duties and responsibilities Lead haulier negotiations to secure dependable and cost-efficient partnerships, ensuring capacity for the department's increasing demand. Manage and optimise both internal and external transport operations. Oversee a significant transport budget, ensuring financial efficiency and control. Direct and develop the transport planning and time slot management systems to maximise performance. Ensure compliance with all legal and regulatory obligations relating to transport and logistics. Take full responsibility for health and safety standards across transport and warehousing activities. Drive operational excellence, continuously reviewing processes to improve service, safety, and efficiency. Provide strong leadership, coaching, and development to the transport and warehouse teams. Requirements At least 5 years' experience within a large-scale logistics or distribution environment, ideally with proven experience within a transport management or senior transport planner role. Strong commercial acumen with experience in managing and negotiating with hauliers. Solid understanding of transport planning systems and time slot management platforms. Demonstrable experience in budget control and cost optimisation. Excellent knowledge of transport legislation, compliance, and health & safety requirements. Inspirational leader with the ability to motivate teams and foster a culture of continuous improvement. Strong communication and stakeholder management skills. Transporeon or Paragon experience would be highly advantageous What we offer Competitive salary and benefits package. Opportunity to shape and influence a key area of the business. A supportive environment that values innovation, efficiency, and safety. Career progression and professional development opportunities. If you are a results-focused Transport Manager with the expertise and leadership skills to make a real impact, we'd love to hear from you. Click apply and you will be taken to our careers site to complete your application.
Client Delivery Lead (Financial Services Administrator) Hybrid working -Home+ Belfastoffice We are Succession Wealth, from "start-up" in 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 now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need At least a year's experience in a fast paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. 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. £465 towards 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 Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. 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 12, 2025
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working -Home+ Belfastoffice We are Succession Wealth, from "start-up" in 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 now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need At least a year's experience in a fast paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. 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. £465 towards 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 Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. 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.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client s
Dec 12, 2025
Full time
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client s
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate. Annual Reviews:Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements. Technical Research:Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions. Provider Liaison:Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation. Support:Support advisers with client meeting preparation and follow-ups The company are able to consider hybrid working (min 3 days in office), although office-based would be preferred. The Candidate Previous experience as a Paraplanner (ideally Diploma qualified) Broad knowledge of the financial services industry and financial planning process. Excellent attention to detail. The Package Salary up to £45k DOE 21 days holiday + Christmas shut down 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/97502 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
Dec 12, 2025
Full time
Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: Suitability Reports:Prepare detailed, accurate, and compliant suitability reports and recommendation letters across a wide range of product types. Review fact-finds, risk profiling, and client objectives to ensure report is accurate. Annual Reviews:Support Financial Planners in the preparation of client annual reviews, including gathering data, conducting valuations, reviewing client objectives, and preparing Annual Suitability Assessments in line with FCA requirements. Technical Research:Conduct comprehensive research into investment funds, pension schemes, tax wrappers, protection products, and estate planning solutions. Provider Liaison:Communicate with product providers to obtain detailed client and product information, illustrations, and policy documentation. Support:Support advisers with client meeting preparation and follow-ups The company are able to consider hybrid working (min 3 days in office), although office-based would be preferred. The Candidate Previous experience as a Paraplanner (ideally Diploma qualified) Broad knowledge of the financial services industry and financial planning process. Excellent attention to detail. The Package Salary up to £45k DOE 21 days holiday + Christmas shut down 5% pension 4 x DIS Contact: Karen Cummins Reference: KC/97502 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine. JBRP1_UKTJ
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin
Dec 12, 2025
Full time
Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin
Working here isn't just a job. You can advance your career at Avove, and we'll reward you with a range of benefits that recognise great work. We provide full training and continuous development to help you reach your potential. We strive to create an inclusive working environment where everyone can be themselves. Join us and take the next step towards a fulfilling career. About the role Avove have been appointed as the delivery partner for Yorkshire Water's AMP8 Developer Services Framework for the next four years, with a potential four-year extension. This framework involves a range of provisions, from mains and services to meter installations and sewerage diversions, as well as new supply connections and related activities for domestic and commercial customers' new developments. The contract covers all operational activity for both commercial and domestic developer services customers, with an emphasis on improving customer service, and is valued at approximately £95 million over the eight-year period. This is an exciting time to join our business in a period of growth! These roles are brand new opportunities and your chance to join a business that values their employees. The Reinstatement Site Manager will oversee daily backfill and reinstatement activities for new water development connections. Working closely with the Reinstatement Planner, you will ensure all works are completed within the agreed highway permit period, maintaining compliance, safety, and quality standards. The role will be based in Brighouse and requires a full Driving License. What will your day look like Overseeing daily operations - supervising backfill and reinstatement teams to ensure work is completed within permit deadlines. Coordinating resources effectively by working closely with the Reinstatement Planner and maintaining communication with site teams, contractors, and stakeholders. Monitoring compliance with highway authority regulations and company standards while conducting regular quality checks. Ensuring all reinstatement work meets required specifications through continuous on-site assessment. Upholding health and safety standards by enforcing protocols, carrying out risk assessments, and addressing hazards promptly. Providing daily progress reports to management and escalating any delays or issues that may impact permit compliance. About you You'll bring proven experience in the reinstatement or utilities sector, along with solid knowledge of NRSWA requirements and permit compliance. Strong leadership and communication skills are essential, as is the ability to manage multiple teams and priorities. A full UK driving licence is required. Ideally, you'll also have experience with water infrastructure projects, hold relevant supervisory or management certifications, or be familiar with reinstatement planning software. HNC or above qualified (preferably in an engineering discipline) Preferably Chartered Status but not essential SMSTS Temporary works supervisor CSCS or SHEA First Aid LOLER Appointed persons. CDM awareness Confined Space (Medium Risk) What's in it for you We offer a rewarding salary that is tailored to your skills and experience. But that's not all! We celebrate hard work and give recognition to our colleagues. In addition to this, we understand that one size doesn't fit all so everyone has access to a variety of flexible benefits that work for you. 24 days holiday plus bank holidays Car allowance/company car Company pension scheme Life assurance Family friendly policies A selection of lifestyle benefit options Financial wellbeing programme Employee assistance program for health and wellbeing and onsite mental health first aiders to support our colleagues We love to give back so we offer you volunteering days in your community and charity matched giving where we will boost your fundraising. About us We design, build and maintain the UK's utilities infrastructure to help transform local communities for the better. We provide cutting-edge and sustainable engineering solutions and play a critical role in helping to keep the water running, the lights on and people connected. We are an expert, responsible and agile partner, providing vital services to water, power and telecommunications sectors. We work closely with our clients to help protect and improve their assets, enhance customer experience and protect the natural environment. Everything we do is designed to drive continual improvement and move life forward. We are proud to work in partnership with leading utility providers, including Severn Trent, United Utilities, Yorkshire Water, Northern PowerGrid, Northumbrian Water Group, Scottish Power Energy Networks and Scottish Water We are an equal opportunities employer We welcome applications from candidates of all races, genders, disabilities, religions, ages and sexual orientations. We know that having a diverse workforce encourages new perspectives, inspires creativity and creates an engaging workplace and we are committed to creating an inclusive environment where all colleagues can thrive. When it comes to inclusion, we're making sure we keep up the progress with our Communities of Practice, who help us do just that. What next We encourage you to apply for this role as soon as you can. We recognise talent waits for no one, so we progress candidates individually through all stages of recruitment process. If you have any questions, please reach out for an informal discussion.
Dec 12, 2025
Full time
Working here isn't just a job. You can advance your career at Avove, and we'll reward you with a range of benefits that recognise great work. We provide full training and continuous development to help you reach your potential. We strive to create an inclusive working environment where everyone can be themselves. Join us and take the next step towards a fulfilling career. About the role Avove have been appointed as the delivery partner for Yorkshire Water's AMP8 Developer Services Framework for the next four years, with a potential four-year extension. This framework involves a range of provisions, from mains and services to meter installations and sewerage diversions, as well as new supply connections and related activities for domestic and commercial customers' new developments. The contract covers all operational activity for both commercial and domestic developer services customers, with an emphasis on improving customer service, and is valued at approximately £95 million over the eight-year period. This is an exciting time to join our business in a period of growth! These roles are brand new opportunities and your chance to join a business that values their employees. The Reinstatement Site Manager will oversee daily backfill and reinstatement activities for new water development connections. Working closely with the Reinstatement Planner, you will ensure all works are completed within the agreed highway permit period, maintaining compliance, safety, and quality standards. The role will be based in Brighouse and requires a full Driving License. What will your day look like Overseeing daily operations - supervising backfill and reinstatement teams to ensure work is completed within permit deadlines. Coordinating resources effectively by working closely with the Reinstatement Planner and maintaining communication with site teams, contractors, and stakeholders. Monitoring compliance with highway authority regulations and company standards while conducting regular quality checks. Ensuring all reinstatement work meets required specifications through continuous on-site assessment. Upholding health and safety standards by enforcing protocols, carrying out risk assessments, and addressing hazards promptly. Providing daily progress reports to management and escalating any delays or issues that may impact permit compliance. About you You'll bring proven experience in the reinstatement or utilities sector, along with solid knowledge of NRSWA requirements and permit compliance. Strong leadership and communication skills are essential, as is the ability to manage multiple teams and priorities. A full UK driving licence is required. Ideally, you'll also have experience with water infrastructure projects, hold relevant supervisory or management certifications, or be familiar with reinstatement planning software. HNC or above qualified (preferably in an engineering discipline) Preferably Chartered Status but not essential SMSTS Temporary works supervisor CSCS or SHEA First Aid LOLER Appointed persons. CDM awareness Confined Space (Medium Risk) What's in it for you We offer a rewarding salary that is tailored to your skills and experience. But that's not all! We celebrate hard work and give recognition to our colleagues. In addition to this, we understand that one size doesn't fit all so everyone has access to a variety of flexible benefits that work for you. 24 days holiday plus bank holidays Car allowance/company car Company pension scheme Life assurance Family friendly policies A selection of lifestyle benefit options Financial wellbeing programme Employee assistance program for health and wellbeing and onsite mental health first aiders to support our colleagues We love to give back so we offer you volunteering days in your community and charity matched giving where we will boost your fundraising. About us We design, build and maintain the UK's utilities infrastructure to help transform local communities for the better. We provide cutting-edge and sustainable engineering solutions and play a critical role in helping to keep the water running, the lights on and people connected. We are an expert, responsible and agile partner, providing vital services to water, power and telecommunications sectors. We work closely with our clients to help protect and improve their assets, enhance customer experience and protect the natural environment. Everything we do is designed to drive continual improvement and move life forward. We are proud to work in partnership with leading utility providers, including Severn Trent, United Utilities, Yorkshire Water, Northern PowerGrid, Northumbrian Water Group, Scottish Power Energy Networks and Scottish Water We are an equal opportunities employer We welcome applications from candidates of all races, genders, disabilities, religions, ages and sexual orientations. We know that having a diverse workforce encourages new perspectives, inspires creativity and creates an engaging workplace and we are committed to creating an inclusive environment where all colleagues can thrive. When it comes to inclusion, we're making sure we keep up the progress with our Communities of Practice, who help us do just that. What next We encourage you to apply for this role as soon as you can. We recognise talent waits for no one, so we progress candidates individually through all stages of recruitment process. If you have any questions, please reach out for an informal discussion.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients existing and potential arrangements. After assessing these against the clients financial objectives, you will produce timely and compliant Financial Planning Reports Specific Responsibilities: The key duties of the role are listed below: ? Writing Financial Planning Reports that Advisers present to clients ? Supporting the Advisers by conducting research on products and helping find the right solutions for our clients ? Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day to day queries ? Arranging for plans to be submitted to provider companies ? Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant ? Preparation of client review packs ? Illustration requests ? Keep up to date with financial products and legislation ? Comply with all company and industry guidelines, rules and regulations ? Due to the nature of the business, the role may also include additional responsibilities considered reasonable Key requirements are: ? Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential ? Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job. ? A reliable individual who has the ability to manage and prioritise workloads ? Outstanding communication skills at all levels ? Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy ? Analytical and problem-solving skills ? Experience of working as part of a team ? Excellent organisational and multi-tasking abilities are essential ? Flexibility/ adaptability to cope with change ? Confident with IT and office software packages Word, Excel, PowerPoint JBRP1_UKTJ
Dec 12, 2025
Full time
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients existing and potential arrangements. After assessing these against the clients financial objectives, you will produce timely and compliant Financial Planning Reports Specific Responsibilities: The key duties of the role are listed below: ? Writing Financial Planning Reports that Advisers present to clients ? Supporting the Advisers by conducting research on products and helping find the right solutions for our clients ? Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day to day queries ? Arranging for plans to be submitted to provider companies ? Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant ? Preparation of client review packs ? Illustration requests ? Keep up to date with financial products and legislation ? Comply with all company and industry guidelines, rules and regulations ? Due to the nature of the business, the role may also include additional responsibilities considered reasonable Key requirements are: ? Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential ? Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job. ? A reliable individual who has the ability to manage and prioritise workloads ? Outstanding communication skills at all levels ? Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy ? Analytical and problem-solving skills ? Experience of working as part of a team ? Excellent organisational and multi-tasking abilities are essential ? Flexibility/ adaptability to cope with change ? Confident with IT and office software packages Word, Excel, PowerPoint JBRP1_UKTJ
Chartered Financial Planner Financial Planner / Advisor Taunton Exisiting client bank and support to grow client bank Chartered Status or working towards Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going e
Dec 12, 2025
Full time
Chartered Financial Planner Financial Planner / Advisor Taunton Exisiting client bank and support to grow client bank Chartered Status or working towards Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going e
Estates Surveyor - Property & Regeneration Location: London Rate: £450/day (Umbrella) Contract: 6 months initially Hours: Full-time About the Role We're supporting a London local authority in recruiting an experienced Estates Surveyor to join their Capital Projects & Property directorate. The service provides strategic property leadership across the full lifecycle of the Council's portfolio-maximising value, reducing costs and enabling regeneration through intelligent asset management. This senior role sits within the Council's Property team, advising elected Members, senior officers and cross-organisation stakeholders on strategic estate matters. You will play a key role in driving forward regeneration ambitions, shaping development opportunities, managing operational and investment assets, and ensuring property decisions support wider economic, social and environmental objectives. The position contributes directly to the stewardship of a varied, high-value property portfolio. Key Responsibilities Portfolio & Asset Management Manage the Council's property portfolio to maximise value, optimise performance, reduce costs and increase long-term returns. Identify and deliver value-add initiatives, asset management interventions and commercial opportunities. Lead on lettings, acquisitions, disposals, rent reviews, re-gears, refurbishments and wider estate optimisation activity. Strategic Property Advice Provide professional estates advice across a range of asset types, including retail, industrial, development land, office accommodation and regeneration-linked sites. Act as an "intelligent client" to external consultants, supply chain partners and property managers. Translate organisational priorities into robust property strategies and clear business cases. Development, Regeneration & Placemaking Support land acquisition, site preparation and disposal strategies to unlock new homes, economic growth and public value. Enable development activity and ensure disposals and transactions represent best value and align with Council objectives. Contribute to property development and placemaking policy across the authority. Financial & Commercial Management Undertake financial management, forecasting and budgeting for a significant property portfolio. Carry out feasibility work, commercial appraisals and hold/sell analysis. Present investment recommendations through Programme/Investment Boards up to Cabinet approval. Governance, Compliance & Partnership Working Ensure compliance with statutory, regulatory and professional requirements. Build strong working relationships with internal departments including Legal, Finance, Regeneration and senior leadership. Procure and manage external advisors such as planners, surveyors, agents and solicitors. Provide clear guidance to elected Members, demonstrating strong political awareness and judgement. About You Essential Background A property professional experienced in asset management, estates management or development within the public or private sector. Degree-level education in a property-related discipline or equivalent; RICS qualification (or working towards it) is strongly valued. Strong understanding of commercial leases, legal negotiations and property contracts. Demonstrable experience delivering asset management initiatives and producing high-quality reports under time pressure. Skills & Competencies Confident communicator and negotiator, able to influence senior stakeholders and articulate strategic implications. Effective leader able to guide surveyors, manage varied workstreams and adapt to changing priorities. Strong commercial awareness, analytical skills and report writing capability. Experienced in procuring and managing consultants and navigating development-related negotiations. Politically astute, with experience presenting to senior officers or Member-level boards. Personal Qualities Results-driven, credible and able to provide expert professional advice. Flexible, adaptable and committed to continuous improvement. Skilled at managing shifting portfolios and complex projects. Able to build consensus and work through challenges collaboratively. Additional Information You must comply with Council Health & Safety, Equal Opportunities and Data Protection policies. IT literacy is essential. Occasional evening meetings or out-of-hours commitments may be required. To apply please send me a CV to (url removed)
Dec 12, 2025
Contractor
Estates Surveyor - Property & Regeneration Location: London Rate: £450/day (Umbrella) Contract: 6 months initially Hours: Full-time About the Role We're supporting a London local authority in recruiting an experienced Estates Surveyor to join their Capital Projects & Property directorate. The service provides strategic property leadership across the full lifecycle of the Council's portfolio-maximising value, reducing costs and enabling regeneration through intelligent asset management. This senior role sits within the Council's Property team, advising elected Members, senior officers and cross-organisation stakeholders on strategic estate matters. You will play a key role in driving forward regeneration ambitions, shaping development opportunities, managing operational and investment assets, and ensuring property decisions support wider economic, social and environmental objectives. The position contributes directly to the stewardship of a varied, high-value property portfolio. Key Responsibilities Portfolio & Asset Management Manage the Council's property portfolio to maximise value, optimise performance, reduce costs and increase long-term returns. Identify and deliver value-add initiatives, asset management interventions and commercial opportunities. Lead on lettings, acquisitions, disposals, rent reviews, re-gears, refurbishments and wider estate optimisation activity. Strategic Property Advice Provide professional estates advice across a range of asset types, including retail, industrial, development land, office accommodation and regeneration-linked sites. Act as an "intelligent client" to external consultants, supply chain partners and property managers. Translate organisational priorities into robust property strategies and clear business cases. Development, Regeneration & Placemaking Support land acquisition, site preparation and disposal strategies to unlock new homes, economic growth and public value. Enable development activity and ensure disposals and transactions represent best value and align with Council objectives. Contribute to property development and placemaking policy across the authority. Financial & Commercial Management Undertake financial management, forecasting and budgeting for a significant property portfolio. Carry out feasibility work, commercial appraisals and hold/sell analysis. Present investment recommendations through Programme/Investment Boards up to Cabinet approval. Governance, Compliance & Partnership Working Ensure compliance with statutory, regulatory and professional requirements. Build strong working relationships with internal departments including Legal, Finance, Regeneration and senior leadership. Procure and manage external advisors such as planners, surveyors, agents and solicitors. Provide clear guidance to elected Members, demonstrating strong political awareness and judgement. About You Essential Background A property professional experienced in asset management, estates management or development within the public or private sector. Degree-level education in a property-related discipline or equivalent; RICS qualification (or working towards it) is strongly valued. Strong understanding of commercial leases, legal negotiations and property contracts. Demonstrable experience delivering asset management initiatives and producing high-quality reports under time pressure. Skills & Competencies Confident communicator and negotiator, able to influence senior stakeholders and articulate strategic implications. Effective leader able to guide surveyors, manage varied workstreams and adapt to changing priorities. Strong commercial awareness, analytical skills and report writing capability. Experienced in procuring and managing consultants and navigating development-related negotiations. Politically astute, with experience presenting to senior officers or Member-level boards. Personal Qualities Results-driven, credible and able to provide expert professional advice. Flexible, adaptable and committed to continuous improvement. Skilled at managing shifting portfolios and complex projects. Able to build consensus and work through challenges collaboratively. Additional Information You must comply with Council Health & Safety, Equal Opportunities and Data Protection policies. IT literacy is essential. Occasional evening meetings or out-of-hours commitments may be required. To apply please send me a CV to (url removed)
A part time opportunity approx. 16 hours per week in the charity sector. Candidates should be a minimum of AAT qualified and have significant experience of working for a charitable organisation. THE BENEFITS: c 20.00 - 22.00 per hour, 6% contributory pension with life assurance, pro rata 25 days holiday plus bank holidays and free on-site parking. A huge benefit is having some truly lovely people to work with. Approx. 16 hours per week, ideally 4 mornings a week or 2.5 days with flexibility negotiable. The role is office based. THE ROLE: The role will revolve around the day to day financial and administrative running of the office and requires broad based accounting skills with an organised approach. Previous experience of the charity sector is essential. This position is unable to be undertaken on a remote or hybrid basis and will require office attendance, however there is flexibility on days and timings. Approx 16 hours per week are envisaged. THE CANDIDATE: The successful candidate will be minimum AAT qualified. You are a great relationship builder and use first class interpersonal and communication skills on a daily basis. Ideally an experienced Sage user, you are organised, an excellent forward planner and would like to use your existing experience into a part time position. You will need to have previous experience of working with a charitable organisation to fully understand the accounting regulations for this sector. THE COMPANY: Based in the HU6 area, public transport is close by and for drivers, free car parking is available on site. THE CONSULTANCY: Edwards & Pearce acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Edwards & Pearce is an Equal Opportunities Employer.
Dec 12, 2025
Full time
A part time opportunity approx. 16 hours per week in the charity sector. Candidates should be a minimum of AAT qualified and have significant experience of working for a charitable organisation. THE BENEFITS: c 20.00 - 22.00 per hour, 6% contributory pension with life assurance, pro rata 25 days holiday plus bank holidays and free on-site parking. A huge benefit is having some truly lovely people to work with. Approx. 16 hours per week, ideally 4 mornings a week or 2.5 days with flexibility negotiable. The role is office based. THE ROLE: The role will revolve around the day to day financial and administrative running of the office and requires broad based accounting skills with an organised approach. Previous experience of the charity sector is essential. This position is unable to be undertaken on a remote or hybrid basis and will require office attendance, however there is flexibility on days and timings. Approx 16 hours per week are envisaged. THE CANDIDATE: The successful candidate will be minimum AAT qualified. You are a great relationship builder and use first class interpersonal and communication skills on a daily basis. Ideally an experienced Sage user, you are organised, an excellent forward planner and would like to use your existing experience into a part time position. You will need to have previous experience of working with a charitable organisation to fully understand the accounting regulations for this sector. THE COMPANY: Based in the HU6 area, public transport is close by and for drivers, free car parking is available on site. THE CONSULTANCY: Edwards & Pearce acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Edwards & Pearce is an Equal Opportunities Employer.
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor Technical Paraplanner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification You must be an experienced Paraplanner, confident undertaking thorough research and report writing You should have desire to be part of a growing team and take an active role in delivering growth for the business Technical Paraplanner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Dec 12, 2025
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working on bespoke cases in tandem with their Financial Advisors. The business often has cases involving trusts, therefore candidates with experience and/or holding STEP qualification would be advantageous. Furthermore, the business is due to embark upon their next chapter of growth and are looking for growth minded individuals who are excited by the prospect of collectively growing together, embracing technology and always looking to achieve excellent client service. Career progression available such as support towards becoming a specialist in key areas or onto becoming a Financial Advisor Technical Paraplanner Requirements You must be Level 4 Diploma qualified and ideally with advanced qualifications such as towards Chartered or niche areas like STEP qualification You must be an experienced Paraplanner, confident undertaking thorough research and report writing You should have desire to be part of a growing team and take an active role in delivering growth for the business Technical Paraplanner Benefits Salary negotiable depending on experience and qualifications Plus company benefits Mainly office based role with potential for 1 - 2 days from home Fantastic opportunity to play a key role within a well-established, growing team Locations Bradford-on-Avon Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
