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senior financial planner support
Idex Consulting
Senior Wealth Manager
Idex Consulting City, Glasgow
Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions. 'Managing out' existing investments and reinvesting the capital into managed portfolios. Regular reporting of changes within portfolios and performance to clients. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service. To engage with and understand prospective clients needs. To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them. To convert such prospective clients into clients and gain additional assets and revenue. To continually engage with existing clients, deepening and developing relationships. To provide ongoing support and administration to existing clients. To regularly review existing clients circumstances to ensure suitable for their current circumstances. To maintain adequate records of all ongoing and pertinent communications with clients. You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return you will receive a top end salary and benefits package including PMI and PHI. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jan 09, 2026
Full time
Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions. 'Managing out' existing investments and reinvesting the capital into managed portfolios. Regular reporting of changes within portfolios and performance to clients. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service. To engage with and understand prospective clients needs. To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them. To convert such prospective clients into clients and gain additional assets and revenue. To continually engage with existing clients, deepening and developing relationships. To provide ongoing support and administration to existing clients. To regularly review existing clients circumstances to ensure suitable for their current circumstances. To maintain adequate records of all ongoing and pertinent communications with clients. You will have a minimum diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return you will receive a top end salary and benefits package including PMI and PHI. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Director of Corporate Advisory (Financial Planning)
Titan Wealth Holdings Limited
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.
Jan 09, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.
Investment Manager
Quilter plc City, Bristol
Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Jan 09, 2026
Full time
Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Barclays
Training & Competency Manager (Financial Planning) - Mass Affluent
Barclays City, Birmingham
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jan 09, 2026
Full time
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Idex Consulting
Senior Financial Planner - Partner Path & Mentorship
Idex Consulting
A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.
Jan 09, 2026
Full time
A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.
Penguin Recruitment
Senior Ecologist
Penguin Recruitment Nottingham, Nottinghamshire
Senior Ecologist - Nottingham An established, award-winning integrated environmental and design practice is seeking a highly skilled and motivated Senior Ecologist to join its ecology team based in Nottingham. The successful candidate will play a key role in delivering high-quality ecological assessments, surveys and mitigation strategies across diverse projects throughout the UK. Working collaboratively with ecologists, landscape architects, planners and technical specialists, this position offers the chance to advance professional expertise while contributing to impactful environmental and development outcomes. Company Benefits; Competitive salary commensurate with experience. Employee Ownership Trust (EOT) structure with potential for tax-free annual discretionary bonuses for all staff. Pension scheme with employer contributions and salary exchange options for enhanced retirement planning. Professional subscription support covering membership fees for bodies such as CIEEM after probation. Generous holiday provisions including holiday purchase/buy-back options. Flexible working arrangements and compressed working week to support work-life balance. Health cash plan and access to wellbeing programmes including employee assistance services. Death in Service scheme offering additional financial security for permanent employees. Access to life assistance resources including bereavement support and counselling services. Opportunities to participate in volunteering and social activities with colleagues. Key Responsibilities; Lead and deliver ecological surveys and assessments, including protected species and habitat evaluations. Prepare technical reports, Environmental Impact Assessments (EcIAs), Biodiversity Net Gain assessments and mitigation plans. Provide expert ecological advice to clients, project teams and stakeholders. Mentor and support junior ecologists, fostering professional growth and excellence. Maintain strong client relationships and contribute to business success. The ecology team operates within a collaborative, multi-disciplinary practice that combines ecology with landscape, urban design, masterplanning and environmental assessment. The practice has a long history of delivering innovative and sustainable projects while maintaining a supportive work environment that encourages career progression and shared success. Interested in this Senior Ecologist opportunity? Pleaseapply to this advert or get in touch with Ashleigh Garner at Penguin Recruitment for more information.
Jan 08, 2026
Full time
Senior Ecologist - Nottingham An established, award-winning integrated environmental and design practice is seeking a highly skilled and motivated Senior Ecologist to join its ecology team based in Nottingham. The successful candidate will play a key role in delivering high-quality ecological assessments, surveys and mitigation strategies across diverse projects throughout the UK. Working collaboratively with ecologists, landscape architects, planners and technical specialists, this position offers the chance to advance professional expertise while contributing to impactful environmental and development outcomes. Company Benefits; Competitive salary commensurate with experience. Employee Ownership Trust (EOT) structure with potential for tax-free annual discretionary bonuses for all staff. Pension scheme with employer contributions and salary exchange options for enhanced retirement planning. Professional subscription support covering membership fees for bodies such as CIEEM after probation. Generous holiday provisions including holiday purchase/buy-back options. Flexible working arrangements and compressed working week to support work-life balance. Health cash plan and access to wellbeing programmes including employee assistance services. Death in Service scheme offering additional financial security for permanent employees. Access to life assistance resources including bereavement support and counselling services. Opportunities to participate in volunteering and social activities with colleagues. Key Responsibilities; Lead and deliver ecological surveys and assessments, including protected species and habitat evaluations. Prepare technical reports, Environmental Impact Assessments (EcIAs), Biodiversity Net Gain assessments and mitigation plans. Provide expert ecological advice to clients, project teams and stakeholders. Mentor and support junior ecologists, fostering professional growth and excellence. Maintain strong client relationships and contribute to business success. The ecology team operates within a collaborative, multi-disciplinary practice that combines ecology with landscape, urban design, masterplanning and environmental assessment. The practice has a long history of delivering innovative and sustainable projects while maintaining a supportive work environment that encourages career progression and shared success. Interested in this Senior Ecologist opportunity? Pleaseapply to this advert or get in touch with Ashleigh Garner at Penguin Recruitment for more information.
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Senior Paraplanner
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Cardiff, South Glamorgan
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. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing th click apply for full job details
Jan 08, 2026
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. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and some continuing th click apply for full job details
Dynamite Recruitment
Senior Financial Planning Administrator
Dynamite Recruitment Guildford, Surrey
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services. Key Responsibilities Administer client investment reviews , ensuring accuracy and timeliness Communicate with clients via telephone, email, and written correspondence Process new business applications , fund switches, and related documentation Maintain accurate client records , files, and portfolio information Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred Support paraplanners as required, including preparation of suitability documentation Qualifications At least 4-5 years experience as an investment administrator (or similar) Strong knowledge of pensions, investments, life assurance, and mortgages Key Attributes Excellent communication and customer service skills Highly organised , able to prioritise and meet deadlines under pressure Confident PC user , including Microsoft Word and basic Excel Able to work independently and as part of a team to high professional standards Benefits Non-contributory pension scheme Private medical insurance Exam and study support, including paid study leave and exam fees Ongoing training, development, and CPD support Free onsite parking £35,000 - £40,000 starting salary Hybrid working For more details please apply or contact Tegan at Dynamite Recruitment
Jan 08, 2026
Full time
We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services. Key Responsibilities Administer client investment reviews , ensuring accuracy and timeliness Communicate with clients via telephone, email, and written correspondence Process new business applications , fund switches, and related documentation Maintain accurate client records , files, and portfolio information Use back-office systems; experience with Intelliflo and Quilter Investment Platform preferred Support paraplanners as required, including preparation of suitability documentation Qualifications At least 4-5 years experience as an investment administrator (or similar) Strong knowledge of pensions, investments, life assurance, and mortgages Key Attributes Excellent communication and customer service skills Highly organised , able to prioritise and meet deadlines under pressure Confident PC user , including Microsoft Word and basic Excel Able to work independently and as part of a team to high professional standards Benefits Non-contributory pension scheme Private medical insurance Exam and study support, including paid study leave and exam fees Ongoing training, development, and CPD support Free onsite parking £35,000 - £40,000 starting salary Hybrid working For more details please apply or contact Tegan at Dynamite Recruitment
Head of Advice Guidance
Successionwealth City, Birmingham
Head of Advice Guidance Field-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-upin 2009, we are now one of the leading independent financial planning and wealth management business'in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth, Succession Wealth is delighted to offer a fantastic opportunity for an experienced professional to join us as Head of Advice Guidance. This is a senior role with significant responsibility, where you will play a key part in shaping advice standards and ensuring exceptional outcomes for our clients. About the Role Responsibilities of the role include: Strategic Development and Implementation Own and deliver a comprehensive advice guidance strategy. Lead on the translation of advice guidelines and policy into automated, digital and AI related advice delivery methods. Monitor regulatory and market trends, incorporating changes into proposition development. Regulatory & Compliance Ensure all propositions meet regulatory requirements and industry best practice. Partner with Compliance to maintain governance and risk frameworks. Keep the business fully aligned with FCA and other regulatory standards. Stakeholder Management & Collaboration Build strong relationships across departments to deliver aligned advice guidance. Represent Succession externally at industry forums and maintain networks within Aviva Group and wider market. About You We welcome applications from individuals who are passionate about advice excellence and have the experience to lead at a strategic level. Ideally, you will bring: Strong knowledge of financial services regulations and advice processes. Proven leadership and stakeholder engagement skills. A track record of delivering results in complex, regulated environments. Qualifications & Experience Required Level 4 Diploma in Financial Planning (or equivalent) - Chartered status is highly desirable. Extensive experience in financial services advice and compliance. Proven ability to lead at a strategic level and influence senior stakeholders. Strong understanding of FCA regulations and advice frameworks. Excellent leadership, communication, and stakeholder management skills. As Head of Advice Guidance, you'll shape our advice strategy and lead a team of experts to deliver excellence. You'll set objectives, coach, and align resources to drive innovation, collaboration, and continuous improvement. Your success will be measured by client acquisition and retention, revenue growth, efficiency, and satisfaction. You'll also oversee the creation of high-quality guidance and support materials to empower Wealth Planners and ensure exceptional client experiences. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 07, 2026
Full time
Head of Advice Guidance Field-based aligned to your nearest Succession office location Highly Competitive Salary + Benefits We are Succession Wealth, from start-upin 2009, we are now one of the leading independent financial planning and wealth management business'in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth, Succession Wealth is delighted to offer a fantastic opportunity for an experienced professional to join us as Head of Advice Guidance. This is a senior role with significant responsibility, where you will play a key part in shaping advice standards and ensuring exceptional outcomes for our clients. About the Role Responsibilities of the role include: Strategic Development and Implementation Own and deliver a comprehensive advice guidance strategy. Lead on the translation of advice guidelines and policy into automated, digital and AI related advice delivery methods. Monitor regulatory and market trends, incorporating changes into proposition development. Regulatory & Compliance Ensure all propositions meet regulatory requirements and industry best practice. Partner with Compliance to maintain governance and risk frameworks. Keep the business fully aligned with FCA and other regulatory standards. Stakeholder Management & Collaboration Build strong relationships across departments to deliver aligned advice guidance. Represent Succession externally at industry forums and maintain networks within Aviva Group and wider market. About You We welcome applications from individuals who are passionate about advice excellence and have the experience to lead at a strategic level. Ideally, you will bring: Strong knowledge of financial services regulations and advice processes. Proven leadership and stakeholder engagement skills. A track record of delivering results in complex, regulated environments. Qualifications & Experience Required Level 4 Diploma in Financial Planning (or equivalent) - Chartered status is highly desirable. Extensive experience in financial services advice and compliance. Proven ability to lead at a strategic level and influence senior stakeholders. Strong understanding of FCA regulations and advice frameworks. Excellent leadership, communication, and stakeholder management skills. As Head of Advice Guidance, you'll shape our advice strategy and lead a team of experts to deliver excellence. You'll set objectives, coach, and align resources to drive innovation, collaboration, and continuous improvement. Your success will be measured by client acquisition and retention, revenue growth, efficiency, and satisfaction. You'll also oversee the creation of high-quality guidance and support materials to empower Wealth Planners and ensure exceptional client experiences. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Senior IFA Administrator
RGH-Global Ltd Coventry, Warwickshire
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
Jan 07, 2026
Full time
Overview Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners. Key Responsibilities Assist Paraplanners by gathering research and documentation for reports, recommendations, and suitability letters. Ensure all compliance paperwork is accurately completed and maintained. Prepare application forms and supporting documents for the advice process. Process and manage new business and servicing cases, including more complex transactions, through to completion. Monitor the progress of applications and proactively update Advisers on any issues or delays. Action servicing requests and changes to clients investments. Prepare client portfolio valuations and review packs. Hold regular update meetings with Paraplanners and Financial Advisers to discuss ongoing and upcoming cases. Requirements Minimum of 3 years experience within an independent financial planning or wealth management firm. Strong understanding of financial planning products, processes, and compliance requirements. Ideally hold RO1 or CF1, or be working towards equivalent qualifications. Excellent attention to detail with strong numeracy and literacy skills. Proficient in Microsoft Office and financial planning software systems. We are looking for someone proactive, organised, and collaborative who takes pride in providing high-quality support to both colleagues and clients. Benefits 4x life assurance Critical illness cover (2x) Employee Assistance Programme Health Cash Plan 5% employer pension contribution Discretionary annual bonus 22 days holiday plus bank holidays (option to purchase an additional 5 days) Hybrid working Both full-time or part-time hours considered
Pepsico
National Selling Sr Leader - Quaker
Pepsico Reading, Oxfordshire
Overview Ready to join a category leader with big plans for 2026? Quaker is operating as its own dynamic business unit, and the year ahead is packed with opportunities. From proudly sponsoring Team GB at the Winter Olympics to supporting the World Cup, there's never been a more exciting time to be part of our journey. We're looking for a talented Customer Business Manager (CBM) to join our team and help shape what's next. Responsibilities Manage external customer relationships with key trading contacts to Senior Buyer level, as well as working with Range & Space planners, Online and Supply. Own the full Quaker P&L for two major UK retailers, ensuring delivery of financial targets. Build strategic Joint Business Plans and Account Plans to both achieve PepsiCo AOP objectives and Share of Market targets. Manage an internal matrix of Shopper Marketing, Finance, Supply Chain, Digital, Category Management teams to deliver Main Estate, Convenience and Online plans. Develop and deliver execution for Marketing campaigns, Core and NPD in line with internal expectations and gate targets. Manage accurate volume forecasting and demand planning to ensure supply continuity; monitor performance versus plan and implement corrective actions as needed. Represent Quaker and the customer voice in key internal forums, including Hit Plan, Step Backs and Account Plans. Utilise trade investment and trading levers efficiently through negotiation and developing a promotional strategy. Key part of Quaker and Customer Teams - delivering positive team dynamic and showing role model behaviour. Qualifications National account management experience and strong negotiation skills, with the ability to conduct multi-faceted negotiations at both tactical and strategic/contractual level. Drive for results - successful record of delivering results and continually demonstrating a sense of urgency; knows the numbers cold; recognises the need for balanced growth. Competent in managing complex customer P&Ls and how to deliver win-win plans that deliver both PEP and customer financial targets. Commitment to driving sustainable growth - candidate must understand the bigger picture and relentlessly pursue goals that support total PEP. Advanced analytical ability to identify trends and insight in data. Strong organisational skills and the ability to prioritise effectively. An ability to build strong internal relationships across difference functions; marketing, finance, supply, category. Leadership - ability to inspire, guide & support the delivery of business goals through others. Collaborating & influencing (internally & externally) - track record of building and maintaining strong customer relationships, formal and informal networks (internally & externally), and communicate persuasively at all levels. Strong communication skills to engage with a wide range of customers and internal partners/ stakeholders.
Jan 07, 2026
Full time
Overview Ready to join a category leader with big plans for 2026? Quaker is operating as its own dynamic business unit, and the year ahead is packed with opportunities. From proudly sponsoring Team GB at the Winter Olympics to supporting the World Cup, there's never been a more exciting time to be part of our journey. We're looking for a talented Customer Business Manager (CBM) to join our team and help shape what's next. Responsibilities Manage external customer relationships with key trading contacts to Senior Buyer level, as well as working with Range & Space planners, Online and Supply. Own the full Quaker P&L for two major UK retailers, ensuring delivery of financial targets. Build strategic Joint Business Plans and Account Plans to both achieve PepsiCo AOP objectives and Share of Market targets. Manage an internal matrix of Shopper Marketing, Finance, Supply Chain, Digital, Category Management teams to deliver Main Estate, Convenience and Online plans. Develop and deliver execution for Marketing campaigns, Core and NPD in line with internal expectations and gate targets. Manage accurate volume forecasting and demand planning to ensure supply continuity; monitor performance versus plan and implement corrective actions as needed. Represent Quaker and the customer voice in key internal forums, including Hit Plan, Step Backs and Account Plans. Utilise trade investment and trading levers efficiently through negotiation and developing a promotional strategy. Key part of Quaker and Customer Teams - delivering positive team dynamic and showing role model behaviour. Qualifications National account management experience and strong negotiation skills, with the ability to conduct multi-faceted negotiations at both tactical and strategic/contractual level. Drive for results - successful record of delivering results and continually demonstrating a sense of urgency; knows the numbers cold; recognises the need for balanced growth. Competent in managing complex customer P&Ls and how to deliver win-win plans that deliver both PEP and customer financial targets. Commitment to driving sustainable growth - candidate must understand the bigger picture and relentlessly pursue goals that support total PEP. Advanced analytical ability to identify trends and insight in data. Strong organisational skills and the ability to prioritise effectively. An ability to build strong internal relationships across difference functions; marketing, finance, supply, category. Leadership - ability to inspire, guide & support the delivery of business goals through others. Collaborating & influencing (internally & externally) - track record of building and maintaining strong customer relationships, formal and informal networks (internally & externally), and communicate persuasively at all levels. Strong communication skills to engage with a wide range of customers and internal partners/ stakeholders.
Regional Paraplanner Manager
Swiss Life
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Jan 06, 2026
Full time
Regional Paraplanner Manager page is loaded Regional Paraplanner Managerlocations: United Kingdom - Bathtime type: Full timeposted on: Posted 6 Days Agojob requisition id: R11317Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you're looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conjunction with key stakeholders across the business, to deliver an efficient and robust paraplanning service which meets the objectives of the Advisers, the needs of the business and adheres to Business Quality Standards at all times. WHAT YOU WILL NEED Qualifications Diploma in Regulated Financial Planning or Level 4 equivalent. Chartered status, preferableExperience An effective people manager with the ability to develop, motivate and empower others. Ideally will have proven experience of managing a large team of highly productive paraplanners Ideally will have previous experience of managing across a number of sites. In depth paraplanning experience within an IFA with a good knowledge of pension transfers; investments; SIPPS; post retirement and inheritance tax planning. Good IT skills and competent use of various research tools, ideally Financial Express The ability to balance the commercial needs of the business alongside regulatory requirements. First class communication skills and the ability to develop effective working relationships at all levels Provision of technical support to Report Writers/Paraplanners To possess an in-depth awareness and technical knowledge of Financial Services products and services. A proven ability to work under pressure and effectively prioritise. To demonstrate an excellent understanding of the compliance framework and regulatory requirements including: FCA principles; Data Protection; Anti-Bribery and Corruption legalisation WHAT YOUR ROLE WILL INVOLVE To train, manage, develop and motivate a team of Paraplanners and Report Writers to ensure the team is delivering an excellent service to the Advisers in order to assist them in achieving their fee income targets, meeting their client servicing commitments and complying with business quality standards. To effectively manage the workflow between the Advisers and the Paraplanners/Report Writers, to ensure that the resource is allocated directly in line with the business requirements. Conduct regular one to one meetings and annual appraisals and regularly review the training and development requirements of the Paraplanners and Report Writers through clear objectives and individual development plans. To provide a first class paraplanner service to Private Client Advisers, when required. To develop company standards and promote consistency within the paraplanner role across the regional offices. To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers, in line with the Company's Business Quality Standards. To make a significant contribution to the continuing development of the paraplanner role across the business by evaluating and recommending improvements to the paraplanning process and operating procedures, and implementing changes, as necessary. To drive productivity and quality in line with KPIs and business objectives, whilst maintaining effective employee engagement, cultivating a professional, motivated and high performing team. To identify areas for improvement in the client service experience and to help increase adviser productivity through effective and efficient paraplanner support, ultimately allowing Advisers to spend more time with their clients. To comply with the relevant compliance, regulatory, TCF and Financial Crime Procedures at all times.By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: 25 days annual leave (increases to 30 days with service) plus Bank Holidays Contributory pension scheme Life assurance - 4 x annual salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Paid volunteering days each year Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and companywide events in support of our company charitiesWithin the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!With its two business lines, offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions) . Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.With offices across the UK and more than 200 professional advisers, is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.Follow us on
Penguin Recruitment
Senior/Principal Town Planner
Penguin Recruitment Loughborough, Leicestershire
Senior / Principal Planner Location: Midlands (Hybrid - Loughborough) Penguin Recruitment is delighted to be supporting a leading national planning consultancy as they look to appoint a Senior or Principal Planner to join their established Midlands team. This is an excellent opportunity to join a highly regarded consultancy known for delivering high-profile and complex planning projects across England and Wales. The team advises major developers and housebuilders and offers a collaborative, forward-thinking environment where planners can genuinely develop their careers. The Role As part of the Midlands Planning team, you will play a key role in the delivery of a wide range of projects, including: Strategic planning Development management Planning project coordination You will work across both private and public sector clients, contributing to significant and often prestigious schemes while taking ownership of projects and client relationships as your experience allows. About You Our client is keen to speak with established planning professionals who can demonstrate: MRTPI qualification A commercial approach with the ability to apply planning knowledge within a wider property context Strong analytical and written skills, with the ability to communicate effectively at all levels An energetic, proactive mindset and a genuine desire to progress and excel Confidence in client-facing situations and experience project managing planning schemes What's on Offer The successful candidate will receive a highly competitive remuneration package, dependent on experience, alongside excellent benefits and long-term career development opportunities, including: 25 days annual leave plus bank holidays, increasing by one day per year of service (up to 30 days) Regular CPD and training opportunities Varied and interesting project work Friendly, supportive working environment within a national consultancy with an excellent reputation Benefits package includes: Salary sacrifice pension Private medical insurance Death in Service benefit 24-hour Employee Assistance Programme Cycle to work scheme Eye care vouchers Staff discounts with major retailers Staff discounts on property and financial services Staff referral bonus scheme Interested? To find out more, or to arrange a confidential discussion, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed). CVs and informal enquiries are welcome.
Jan 06, 2026
Full time
Senior / Principal Planner Location: Midlands (Hybrid - Loughborough) Penguin Recruitment is delighted to be supporting a leading national planning consultancy as they look to appoint a Senior or Principal Planner to join their established Midlands team. This is an excellent opportunity to join a highly regarded consultancy known for delivering high-profile and complex planning projects across England and Wales. The team advises major developers and housebuilders and offers a collaborative, forward-thinking environment where planners can genuinely develop their careers. The Role As part of the Midlands Planning team, you will play a key role in the delivery of a wide range of projects, including: Strategic planning Development management Planning project coordination You will work across both private and public sector clients, contributing to significant and often prestigious schemes while taking ownership of projects and client relationships as your experience allows. About You Our client is keen to speak with established planning professionals who can demonstrate: MRTPI qualification A commercial approach with the ability to apply planning knowledge within a wider property context Strong analytical and written skills, with the ability to communicate effectively at all levels An energetic, proactive mindset and a genuine desire to progress and excel Confidence in client-facing situations and experience project managing planning schemes What's on Offer The successful candidate will receive a highly competitive remuneration package, dependent on experience, alongside excellent benefits and long-term career development opportunities, including: 25 days annual leave plus bank holidays, increasing by one day per year of service (up to 30 days) Regular CPD and training opportunities Varied and interesting project work Friendly, supportive working environment within a national consultancy with an excellent reputation Benefits package includes: Salary sacrifice pension Private medical insurance Death in Service benefit 24-hour Employee Assistance Programme Cycle to work scheme Eye care vouchers Staff discounts with major retailers Staff discounts on property and financial services Staff referral bonus scheme Interested? To find out more, or to arrange a confidential discussion, please contact Josh Jones at Penguin Recruitment on (phone number removed) or email (url removed). CVs and informal enquiries are welcome.
Mott MacDonald
Senior Airport Planner
Mott MacDonald
London, United Kingdom / Croydon, United Kingdom Location/s: London or Croydon, UK Recruiter contact: Ainsley Anstess 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 unit We help conceive, drive, and implement transport solutions for cities, regions, and asset owners/operators around the globe. From preparing the business case and advising on related issues - such as revenue, procurement, and environmental legislation - to delivering the completed infrastructure and helping maintain it. Our planning, engineering, environmental and management skills cover the whole project cycle. We play a major role in developing and delivering the Global Transport Sector Strategy. Overview of the role Our specialist aviation team is based in London, UK and Madrid, Spain and delivers major airport planning and development projects globally, working collaboratively with our regional offices. We are seeking an Airport Planner with a relevant qualification and professional aviation industry experience to join our aviation team, based in the UK. The candidate will be part of a globally respected and diverse team of airport planners, airfield engineers and forecast, capacity and business analysts. We are looking for a flexible and motivated person with a genuine passion for the aviation industry and a desire to make a difference in the world, with an appreciation for sustainability. Key responsibilities and duties include: Be responsible for the management and delivery of a variety of projects including airport masterplans, airport facility planning, capacity and demand analysis and simulation modelling Deliver, coordinate and manage airport planning & capacity tasks in all aspects of airports including airfield and apron, terminals and satellite buildings, landside transport, ancillary/support facilities and utilities. Take on responsibilities of a Project Manager for small to medium sized projects and/or workstreams involving airport planning activities Have the opportunity to learn new technical, project management and people management skills from experienced project principals and technical principals with extensive experience Be able to pass on your technical knowledge to new graduates, training them up on projects that you are managing Report to and liaise with clients and key project stakeholders on the small projects you manage or larger projects that you are working on Be responsible for the co ordination, management, production and submission of proposals, under the guidance of Bid Principals Collaborate with and learn from other disciplines in our aviation team, including airfield engineering, transaction advisory, forecasting, project & asset management, and business planning Candidate specification We are looking for a flexible and motivated professional with experience and a genuine passion for the aviation industry. To apply for this position, you must have: A degree in aeronautical engineering, civil engineering, air transport management, or airport planning. Candidates with other relevant qualifications may be considered Fluency in English - knowledge of other languages will be valued Relevant experience in the aviation industry, preferably with a chartership qualification or the ability to demonstrate equivalent transferrable skills from another relevant industry Demonstrable professional experience in more than one technical field within airport planning (airfield & apron, operations, terminal, landside, utilities, airspace, etc.) is expected We are looking for candidates with the following characteristics: Proactive and with a learning mindset Embrace and support teamwork and collaboration in others as part of a multi disciplinary team and a diverse range of projects Methodical approach to problem solving and with the ability to apply critical thinking Ability to organise yourself and others on small projects and workstreams, including resources across various disciplines Demonstrable capabilities in project management, programme management and commercial acumen Ability to manage and supervise more junior staff members, including the ability to train them in developing new skills Excellent verbal communication and presentation skills, which allow you to communicate effectively with colleagues and clients Excellent written communication and attention to detail, being able to produce accurate technical drawings and professional reports Proficient in Word, PowerPoint and Excel (Power BI desirable) Competent in the use of drawings platforms, such as AutoCAD Civil 3D, AviPlan, Infraworks, Navisworks, Revit, etc. to produce airfield and terminal spatial planning outputs Knowledge of simulation & modelling tools for airfield and terminal facilities is expected 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. At Mott MacDonald, we believe it makes business sense for you and your manager to choose how you can work most effectively to meet your client, team, and personal commitments. We offer a hybrid working policy that embraces your well being, flexibility, and trust. 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 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 your basic salary, with an option to increase the level of cover to 6 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 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. . click apply for full job details
Jan 06, 2026
Full time
London, United Kingdom / Croydon, United Kingdom Location/s: London or Croydon, UK Recruiter contact: Ainsley Anstess 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 unit We help conceive, drive, and implement transport solutions for cities, regions, and asset owners/operators around the globe. From preparing the business case and advising on related issues - such as revenue, procurement, and environmental legislation - to delivering the completed infrastructure and helping maintain it. Our planning, engineering, environmental and management skills cover the whole project cycle. We play a major role in developing and delivering the Global Transport Sector Strategy. Overview of the role Our specialist aviation team is based in London, UK and Madrid, Spain and delivers major airport planning and development projects globally, working collaboratively with our regional offices. We are seeking an Airport Planner with a relevant qualification and professional aviation industry experience to join our aviation team, based in the UK. The candidate will be part of a globally respected and diverse team of airport planners, airfield engineers and forecast, capacity and business analysts. We are looking for a flexible and motivated person with a genuine passion for the aviation industry and a desire to make a difference in the world, with an appreciation for sustainability. Key responsibilities and duties include: Be responsible for the management and delivery of a variety of projects including airport masterplans, airport facility planning, capacity and demand analysis and simulation modelling Deliver, coordinate and manage airport planning & capacity tasks in all aspects of airports including airfield and apron, terminals and satellite buildings, landside transport, ancillary/support facilities and utilities. Take on responsibilities of a Project Manager for small to medium sized projects and/or workstreams involving airport planning activities Have the opportunity to learn new technical, project management and people management skills from experienced project principals and technical principals with extensive experience Be able to pass on your technical knowledge to new graduates, training them up on projects that you are managing Report to and liaise with clients and key project stakeholders on the small projects you manage or larger projects that you are working on Be responsible for the co ordination, management, production and submission of proposals, under the guidance of Bid Principals Collaborate with and learn from other disciplines in our aviation team, including airfield engineering, transaction advisory, forecasting, project & asset management, and business planning Candidate specification We are looking for a flexible and motivated professional with experience and a genuine passion for the aviation industry. To apply for this position, you must have: A degree in aeronautical engineering, civil engineering, air transport management, or airport planning. Candidates with other relevant qualifications may be considered Fluency in English - knowledge of other languages will be valued Relevant experience in the aviation industry, preferably with a chartership qualification or the ability to demonstrate equivalent transferrable skills from another relevant industry Demonstrable professional experience in more than one technical field within airport planning (airfield & apron, operations, terminal, landside, utilities, airspace, etc.) is expected We are looking for candidates with the following characteristics: Proactive and with a learning mindset Embrace and support teamwork and collaboration in others as part of a multi disciplinary team and a diverse range of projects Methodical approach to problem solving and with the ability to apply critical thinking Ability to organise yourself and others on small projects and workstreams, including resources across various disciplines Demonstrable capabilities in project management, programme management and commercial acumen Ability to manage and supervise more junior staff members, including the ability to train them in developing new skills Excellent verbal communication and presentation skills, which allow you to communicate effectively with colleagues and clients Excellent written communication and attention to detail, being able to produce accurate technical drawings and professional reports Proficient in Word, PowerPoint and Excel (Power BI desirable) Competent in the use of drawings platforms, such as AutoCAD Civil 3D, AviPlan, Infraworks, Navisworks, Revit, etc. to produce airfield and terminal spatial planning outputs Knowledge of simulation & modelling tools for airfield and terminal facilities is expected 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. At Mott MacDonald, we believe it makes business sense for you and your manager to choose how you can work most effectively to meet your client, team, and personal commitments. We offer a hybrid working policy that embraces your well being, flexibility, and trust. 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 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 your basic salary, with an option to increase the level of cover to 6 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 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. . click apply for full job details
PEBBLE RECRUITMENT LTD
Senior Town Planner
PEBBLE RECRUITMENT LTD City, Manchester
Senior Town Planner Greater Manchester Competitive Salary Plus Benefits Permanent Ref: DB090 A leading planning and environmental consultancy are looking for a Senior Town Planner. The successful candidate will work across a diverse range of projects such as energy, nuclear, regeneration & placemaking, infrastructure, residential, commercial, waste, and minerals. Senior Town Planner Responsibilities Support colleagues in progressing major planning and development projects Manage small to medium-sized planning applications independently Undertake research, site assessments, and policy analysis Prepare planning appraisals for land, buildings, and development concepts Draft planning reports, statements, and application documents Engage with planning officers, consultees, and other third-party stakeholders Build strong relationships with clients, colleagues, and professional partners Develop innovative and practical planning solutions Take financial responsibility for small and medium-scale projects from inception to completion Stay up to date on planning policy, regulations, and best practice Attend external meetings and events, including delivering presentations when required Senior Town Planner Requirements Degree-qualified in a relevant discipline, with a strong interest in planning Experience within either the public or private sector Chartered or working towards MRTPI Understanding of planning principles and UK planning processes Strong presentation, communication, and technical writing skills A proactive problem-solver with a creative and analytical mindset Why This Role? Competitive salary Annual performance-based bonus Pension contributions Private healthcare Professional membership fees Opportunities for career development and progression Flexible working options, including a blend of home and office-based work A supportive, employee-focused ownership structure with additional associated benefits Interested? Please email your CV to Dina Bunkheila or contact (phone number removed) (phone number removed)
Jan 05, 2026
Full time
Senior Town Planner Greater Manchester Competitive Salary Plus Benefits Permanent Ref: DB090 A leading planning and environmental consultancy are looking for a Senior Town Planner. The successful candidate will work across a diverse range of projects such as energy, nuclear, regeneration & placemaking, infrastructure, residential, commercial, waste, and minerals. Senior Town Planner Responsibilities Support colleagues in progressing major planning and development projects Manage small to medium-sized planning applications independently Undertake research, site assessments, and policy analysis Prepare planning appraisals for land, buildings, and development concepts Draft planning reports, statements, and application documents Engage with planning officers, consultees, and other third-party stakeholders Build strong relationships with clients, colleagues, and professional partners Develop innovative and practical planning solutions Take financial responsibility for small and medium-scale projects from inception to completion Stay up to date on planning policy, regulations, and best practice Attend external meetings and events, including delivering presentations when required Senior Town Planner Requirements Degree-qualified in a relevant discipline, with a strong interest in planning Experience within either the public or private sector Chartered or working towards MRTPI Understanding of planning principles and UK planning processes Strong presentation, communication, and technical writing skills A proactive problem-solver with a creative and analytical mindset Why This Role? Competitive salary Annual performance-based bonus Pension contributions Private healthcare Professional membership fees Opportunities for career development and progression Flexible working options, including a blend of home and office-based work A supportive, employee-focused ownership structure with additional associated benefits Interested? Please email your CV to Dina Bunkheila or contact (phone number removed) (phone number removed)
Jenson Fisher Consulting Ltd
Senior Operations Specialist
Jenson Fisher Consulting Ltd City, London
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Jan 05, 2026
Full time
Senior Operations Specialist Salary £60k - £70k London Are you a Paraplanner seeking a route in Operations and Management? Are you able to anticipate business and client needs? Can you untangle complex operational problems and create with practical solutions? The Client Our client is on a mission to transform the way wealth management and financial advice are provided to clients across the UK. They are using technology to improve how we all interact with our finances and, behind the scenes, dramatically lower our costs. This means that they can reduce their fees and open up advice to a broader audience and help clients make smarter financial decisions. The Role Our client has a unique and exciting opportunity to join the team as a Senior Operations Specialist. You are ideally a Paraplanner looking for an operational role where you can apply your technical knowledge. As a Senior Operations Specialist, you'll play a key role in owning day to day operations and delivering all the operational aspects that create our exceptional customer experience. As the business grows, you'll have the opportunity to shape your role based on your strengths and interests, whether that means leading teams, driving projects, or owning processes. We'll provide training and support to help you grow and make a meaningful impact, making this an excellent step forward in your operations career. It's an unusually broad role that will suit someone who loves learning. It's a fantastic opportunity to join a business at the start and play a key role in shaping our future. Responsibilities Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve 'Seeing around corners' - anticipating customer & business needs or risks Untangle complex operational problems and come up with practical solutions Driving the team to consistently achieve its daily, weekly & monthly targets Onboarding new clients & relationship management - (e.g. collecting personal and financial information, talking to clients and executing our recommendations) Act as a trusted point of contact for questions relating to operational processes Future potential for team leadership Ensuring we are compliant with key regulatory requirements Acting as a culture ambassador and role model within the company by engaging with colleagues and coming up with new ideas for collaboration
Panoramic Associates
Major Developments Manager
Panoramic Associates
Job Title: Major Developments Manager Employment Type: Contract Organisation Overview Our Client operates in the public sector, focusing on urban regeneration and sustainable planning. With a reputation for innovative approaches to community development, they are committed to driving high-quality outcomes that benefit residents and stakeholders alike. The organisation prides itself on a collaborative and supportive culture that encourages professional growth and sustainability across its initiatives. Role Summary Our Client is seeking a Major Developments Manager to lead and manage their Major Developments team within the Development Services. This role has become available as part of a strategic initiative to enhance service delivery in line with statutory planning responsibilities, particularly regarding major developments and minerals and waste management. This position is critical for ensuring successful delivery on key projects that support regeneration and elevate community standards. Responsibilities In this role, you will be responsible for: Providing strategic and operational leadership to the planning team. Overseeing performance, resource allocation, budgets, and service delivery to meet established targets. Leading the assessment and determination of major planning applications. Advising elected members and overseeing the activities of Planning Committees, Panels, and Appeals. Representing Our Client at public inquiries, examinations, and court appearances as necessary. Promoting best practices relating to planning obligations, environmental impact assessments, and compulsory purchase orders. Collaborating effectively with regeneration, economic development, highways, and building control teams. Securing social, community, and financial benefits from development proposals to enhance overall project outcomes. Maintaining exceptional customer service standards across the Development Team. Essential Skills & Experience To be successful in this role, candidates must possess: A minimum of five years' experience in a senior capacity within a Town & Country Planning service. At least three years' experience managing professional planning teams, including operational and personnel management. Proven experience in developing and implementing planning strategies and policies. Strong advisory skills on planning policy and operational matters. A track record of effective stakeholder and customer engagement. A chartered status as a Town Planner via the Royal Town Planning Institute (RTPI) or corporate membership of RTPI. Desirable Skills & Experience Experience in project management and strategic planning would be beneficial. Familiarity with public sector procurement and contract management could enhance your application. Skills in negotiation and conflict resolution would be advantageous. Call to Action If you are a qualified professional eager to make a significant impact in the field of planning and development, we encourage you to apply. Please submit your CV to express your interest in this exciting opportunity to shape the future of our communities with Our Client. We look forward to your application!
Jan 05, 2026
Contractor
Job Title: Major Developments Manager Employment Type: Contract Organisation Overview Our Client operates in the public sector, focusing on urban regeneration and sustainable planning. With a reputation for innovative approaches to community development, they are committed to driving high-quality outcomes that benefit residents and stakeholders alike. The organisation prides itself on a collaborative and supportive culture that encourages professional growth and sustainability across its initiatives. Role Summary Our Client is seeking a Major Developments Manager to lead and manage their Major Developments team within the Development Services. This role has become available as part of a strategic initiative to enhance service delivery in line with statutory planning responsibilities, particularly regarding major developments and minerals and waste management. This position is critical for ensuring successful delivery on key projects that support regeneration and elevate community standards. Responsibilities In this role, you will be responsible for: Providing strategic and operational leadership to the planning team. Overseeing performance, resource allocation, budgets, and service delivery to meet established targets. Leading the assessment and determination of major planning applications. Advising elected members and overseeing the activities of Planning Committees, Panels, and Appeals. Representing Our Client at public inquiries, examinations, and court appearances as necessary. Promoting best practices relating to planning obligations, environmental impact assessments, and compulsory purchase orders. Collaborating effectively with regeneration, economic development, highways, and building control teams. Securing social, community, and financial benefits from development proposals to enhance overall project outcomes. Maintaining exceptional customer service standards across the Development Team. Essential Skills & Experience To be successful in this role, candidates must possess: A minimum of five years' experience in a senior capacity within a Town & Country Planning service. At least three years' experience managing professional planning teams, including operational and personnel management. Proven experience in developing and implementing planning strategies and policies. Strong advisory skills on planning policy and operational matters. A track record of effective stakeholder and customer engagement. A chartered status as a Town Planner via the Royal Town Planning Institute (RTPI) or corporate membership of RTPI. Desirable Skills & Experience Experience in project management and strategic planning would be beneficial. Familiarity with public sector procurement and contract management could enhance your application. Skills in negotiation and conflict resolution would be advantageous. Call to Action If you are a qualified professional eager to make a significant impact in the field of planning and development, we encourage you to apply. Please submit your CV to express your interest in this exciting opportunity to shape the future of our communities with Our Client. We look forward to your application!
Clear IT Recruitment
Senior Paraplanner
Clear IT Recruitment Knaphill, Surrey
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Jan 05, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Senior/Principal Town Planner
Snc-Lavalin Leeds, Yorkshire
Senior/Principal Town Planner page is loaded Senior/Principal Town Plannerlocations: GB.Leeds.Thorpe Park: GB.Manchester.Piccadilly: GB.Sheffield.Concourse Waytime type: Full timeposted on: Posted Todayjob requisition id: R-144825 Job Description Overview Planning a better future for our communities. AtkinsRéalis is one of the world's leading multi-disciplinary consultancy firms offering unparalleled opportunities for talented individuals in search of a rewarding career. At AtkinsRéalis, we offer more than just a job. We offer an opportunity to make a difference and shape the world to benefit future generations and the environment. We are looking for experienced Town Planners at Senior/Principal level to help to support the growth of our successful and progressive team in the North of England and use your talents to assist us in delivering a variety of major infrastructure and development projects for our clients.You might know us for the great work we do across our huge variety of projects. It's thanks to our people's combined diversity of thought, expertise and knowledge that we can continue to make a difference worldwide. And when you join us, you'll be a part of this genuinely collaborative environment, where everyone's voice is valued and treated equally.You'll join one of the UK's leading planning consultancies at the forefront of thought leadership in sustainable infrastructure and development, from Net Zero to ESG, Biodiversity Net Gain and digital transformation. Progress with your career interests in delivery works across the diverse range of our clients. These include Energy and Water companies, Environment Agency, National Highways, Homes England, High Speed 2, Ministry of Defence, DLUHC, Network Rail, Transport for the North, Transport for London, West of England Combined Authority and the GLA and many others such as local authorities and private developers. Our colleagues also lead international development work for funding institutions and government bodies. Your Role Acting as Planning Lead on projects across a range of markets and sectors. Being actively involved in bid preparation, tender submissions and framework responses. Acting as lead consultant for multi-disciplinary projects and taking responsibility for project management and project delivery. Providing support to junior colleagues and the Planning team leaders. Works in a dynamic multi-disciplinary environment with colleagues in environmental, engineering and design disciplines across the wider AtkinsRéalis (UK and international). Engage with market and client leads to support business growth and development opportunities. About you A relevant Planning degree, RTPI membership is desirable. You must be self-motivated, enthusiastic, determined and resilient. Work under pressure, with excellent time management and success in meeting tight deadlines Understanding of TCPA, DCO, TWAO or equivalent applications. Experience with the Environment Impact Assessment process and knowledge in Strategic Planning and Planning policy. Work well as part of multi-disciplinary teams with the confidence to input effectively as an individual across a range of projects, consenting and strategic planning, and a range of geographies. Demonstrate strong written and verbal communication skills and the aptitude to rationally explain, explore and discuss planning issues. Demonstrable ability to develop client relationships and possess experience in work winning and supporting market growth. Reward & benefitsExplore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. About AtkinsRéalisWe're , a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance.We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. Worker Type Employee Job Type Regular At AtkinsRéalis , we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.
Jan 05, 2026
Full time
Senior/Principal Town Planner page is loaded Senior/Principal Town Plannerlocations: GB.Leeds.Thorpe Park: GB.Manchester.Piccadilly: GB.Sheffield.Concourse Waytime type: Full timeposted on: Posted Todayjob requisition id: R-144825 Job Description Overview Planning a better future for our communities. AtkinsRéalis is one of the world's leading multi-disciplinary consultancy firms offering unparalleled opportunities for talented individuals in search of a rewarding career. At AtkinsRéalis, we offer more than just a job. We offer an opportunity to make a difference and shape the world to benefit future generations and the environment. We are looking for experienced Town Planners at Senior/Principal level to help to support the growth of our successful and progressive team in the North of England and use your talents to assist us in delivering a variety of major infrastructure and development projects for our clients.You might know us for the great work we do across our huge variety of projects. It's thanks to our people's combined diversity of thought, expertise and knowledge that we can continue to make a difference worldwide. And when you join us, you'll be a part of this genuinely collaborative environment, where everyone's voice is valued and treated equally.You'll join one of the UK's leading planning consultancies at the forefront of thought leadership in sustainable infrastructure and development, from Net Zero to ESG, Biodiversity Net Gain and digital transformation. Progress with your career interests in delivery works across the diverse range of our clients. These include Energy and Water companies, Environment Agency, National Highways, Homes England, High Speed 2, Ministry of Defence, DLUHC, Network Rail, Transport for the North, Transport for London, West of England Combined Authority and the GLA and many others such as local authorities and private developers. Our colleagues also lead international development work for funding institutions and government bodies. Your Role Acting as Planning Lead on projects across a range of markets and sectors. Being actively involved in bid preparation, tender submissions and framework responses. Acting as lead consultant for multi-disciplinary projects and taking responsibility for project management and project delivery. Providing support to junior colleagues and the Planning team leaders. Works in a dynamic multi-disciplinary environment with colleagues in environmental, engineering and design disciplines across the wider AtkinsRéalis (UK and international). Engage with market and client leads to support business growth and development opportunities. About you A relevant Planning degree, RTPI membership is desirable. You must be self-motivated, enthusiastic, determined and resilient. Work under pressure, with excellent time management and success in meeting tight deadlines Understanding of TCPA, DCO, TWAO or equivalent applications. Experience with the Environment Impact Assessment process and knowledge in Strategic Planning and Planning policy. Work well as part of multi-disciplinary teams with the confidence to input effectively as an individual across a range of projects, consenting and strategic planning, and a range of geographies. Demonstrate strong written and verbal communication skills and the aptitude to rationally explain, explore and discuss planning issues. Demonstrable ability to develop client relationships and possess experience in work winning and supporting market growth. Reward & benefitsExplore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. About AtkinsRéalisWe're , a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance.We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. Worker Type Employee Job Type Regular At AtkinsRéalis , we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.
Associate Town Planner
Snc-Lavalin Leeds, Yorkshire
Associate Town Planner page is loaded Associate Town Plannerlocations: GB.United Kingdom: GB.Leeds.Thorpe Park: GB.Manchester.Piccadilly: GB.Sheffield.Concourse Waytime type: Full timeposted on: Posted Todayjob requisition id: R-144828 Job Description Overview Planning a better future for our communities AtkinsRéalis is one of the world's leading multi-disciplinary consultancy firms offering unparalleled opportunities for talented individuals in search of a rewarding career. At AtkinsRéalis, we offer more than just a job. We offer an opportunity to make a difference and shape the world to benefit future generations and the environment. We are looking for senior or principal town planners that are keen to bring their experience to the table and help to support the growth of our London and South East team across a variety of major infrastructure and development projects.You might know us for the great work we do across our huge variety of projects. It's thanks to our people's combined diversity of thought, expertise and knowledge that we can continue to make a difference worldwide. And when you join us, you'll be a part of this genuinely collaborative environment, where everyone's voice is valued and treated equally.You'll join one of the UK's leading planning consultancies at the forefront of thought leadership in sustainable infrastructure and development, from Net Zero to ESG, Biodiversity Net Gain and digital transformation. Progress with your career interests across Energy and Water companies, Environment Agency, National Highways, Homes England, High Speed 2, Ministry of Defence, DLUHC, Network Rail, Transport for London, Transport for the North, West of England Combined Authority and the GLA and many others such as LEPs, local authorities and private developers. Our colleagues also lead international development work for funding institutions and government bodies. Your Role Acting as Planning Lead on projects across a range of markets and sectors. Being actively involved in bid preparation, tender submissions and framework responses. Acting as lead consultant for multi-disciplinary projects and taking responsibility for project management and project delivery. Providing support to junior colleagues and the Planning team leaders. Works in a dynamic multi-disciplinary environment with colleagues in environmental, engineering and design disciplines across the wider AtkinsRéalis (UK and international). Engage with market and client leads to support business growth and development opportunities. About you A relevant Planning degree and either RTPI membership is desirable. Work under pressure, with excellent time management and success in meeting tight deadlines. Manage and work on multiple assignments delivering outputs on time and within budget. Experience with the Environment Impact Assessment process. Experience and knowledge in Strategic Planning and Planning policy. Understanding of TCPA, DCO, TWAO or equivalent applications. Work well as part of multi-disciplinary teams with the confidence to input effectively as an individual across a range of projects, consenting and strategic planning, and a range of geographies. Demonstrate strong written and verbal communication skills and the aptitude to rationally explain, explore and discuss planning issues. Flexibly apply knowledge and experience to a wide variety of planning-related tasks. Demonstrable ability to develop client relationships. Experience in work winning and supporting market growth. Reward & benefitsExplore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. About AtkinsRéalisWe're , a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance.We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. Worker Type Employee Job Type Regular At AtkinsRéalis , we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.
Jan 05, 2026
Full time
Associate Town Planner page is loaded Associate Town Plannerlocations: GB.United Kingdom: GB.Leeds.Thorpe Park: GB.Manchester.Piccadilly: GB.Sheffield.Concourse Waytime type: Full timeposted on: Posted Todayjob requisition id: R-144828 Job Description Overview Planning a better future for our communities AtkinsRéalis is one of the world's leading multi-disciplinary consultancy firms offering unparalleled opportunities for talented individuals in search of a rewarding career. At AtkinsRéalis, we offer more than just a job. We offer an opportunity to make a difference and shape the world to benefit future generations and the environment. We are looking for senior or principal town planners that are keen to bring their experience to the table and help to support the growth of our London and South East team across a variety of major infrastructure and development projects.You might know us for the great work we do across our huge variety of projects. It's thanks to our people's combined diversity of thought, expertise and knowledge that we can continue to make a difference worldwide. And when you join us, you'll be a part of this genuinely collaborative environment, where everyone's voice is valued and treated equally.You'll join one of the UK's leading planning consultancies at the forefront of thought leadership in sustainable infrastructure and development, from Net Zero to ESG, Biodiversity Net Gain and digital transformation. Progress with your career interests across Energy and Water companies, Environment Agency, National Highways, Homes England, High Speed 2, Ministry of Defence, DLUHC, Network Rail, Transport for London, Transport for the North, West of England Combined Authority and the GLA and many others such as LEPs, local authorities and private developers. Our colleagues also lead international development work for funding institutions and government bodies. Your Role Acting as Planning Lead on projects across a range of markets and sectors. Being actively involved in bid preparation, tender submissions and framework responses. Acting as lead consultant for multi-disciplinary projects and taking responsibility for project management and project delivery. Providing support to junior colleagues and the Planning team leaders. Works in a dynamic multi-disciplinary environment with colleagues in environmental, engineering and design disciplines across the wider AtkinsRéalis (UK and international). Engage with market and client leads to support business growth and development opportunities. About you A relevant Planning degree and either RTPI membership is desirable. Work under pressure, with excellent time management and success in meeting tight deadlines. Manage and work on multiple assignments delivering outputs on time and within budget. Experience with the Environment Impact Assessment process. Experience and knowledge in Strategic Planning and Planning policy. Understanding of TCPA, DCO, TWAO or equivalent applications. Work well as part of multi-disciplinary teams with the confidence to input effectively as an individual across a range of projects, consenting and strategic planning, and a range of geographies. Demonstrate strong written and verbal communication skills and the aptitude to rationally explain, explore and discuss planning issues. Flexibly apply knowledge and experience to a wide variety of planning-related tasks. Demonstrable ability to develop client relationships. Experience in work winning and supporting market growth. Reward & benefitsExplore the rewards and benefits that help you thrive - at every stage of your life and your career. Enjoy competitive salaries, employee rewards and a brilliant range of benefits you can tailor to suit your own health, wellbeing, financial and lifestyle choices. Make the most of a myriad of opportunities for training and professional development to grow your skills and expertise. And combine our hybrid working culture and flexible holiday allowances to balance a great job and fulfilling personal life. About AtkinsRéalisWe're , a world-class engineering services and nuclear organization. We connect people, data and technology to transform the world's infrastructure and energy systems. Together, with our industry partners and clients, and our global team of consultants, designers, engineers and project managers, we can change the world. We're committed to leading our clients across our various end markets to engineer a better future for our planet and its people. Additional information Security clearance This role may require security clearance and offers of employment will be dependent on obtaining the relevant level of clearance. If this is necessary, it will be discussed with you at interview. The vetting process is delivered by United Kingdom Security Vetting (UKSV) and may require candidates to provide proof of residency in the UK of 5 years or longer. If applying to this role please do not make reference to (in conversation) or include in your application or CV, details of any current or previously held security clearance.We are committed to creating a culture where everyone feels that they belong - a place where we can all be ourselves, thrive and develop to be the best we can be. So, we offer a range of family friendly, inclusive employment policies, flexible working arrangements and employee resource groups to support all employees. As an Equal Opportunities Employer, we value applications from all backgrounds, cultures and ability. Worker Type Employee Job Type Regular At AtkinsRéalis , we seek to hire individuals with diverse characteristics, backgrounds and perspectives. We strongly believe that world-class talent makes no distinctions based on gender, ethnic or national origin, sexual identity and orientation, age, religion or disability, but enriches itself through these differences.

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