Financial Adviser Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jan 09, 2026
Full time
Financial Adviser Silsden, West Yorkshire £50,000 - £55,000 basic + bonus + benefits OTE £60,000+ Immediate start available An excellent opportunity has arisen for an experienced Financial Adviser to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best advising clients and developing long-term relationships. This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team. The Role You will provide holistic financial advice to an established client base across Yorkshire, covering: Investments Pensions and retirement planning Tax planning Protection and insurance solutions The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client s individual circumstances and goals. Key responsibilities Conducting in-depth reviews of clients financial circumstances, current arrangements and future objectives Analysing client information and preparing suitable financial plans and recommendations Completing detailed risk assessments Researching the market and recommending appropriate products and services Designing and implementing financial strategies Supporting clients to make informed financial decisions Maintaining accurate and compliant client records Reviewing and responding to clients changing needs and circumstances Liaising with product providers, head office and other professionals (e.g. solicitors, estate agents) Keeping up to date with financial products, legislation and regulatory requirements Producing clear and compliant financial reports About you Level 4 Diploma qualified in Financial Planning (minimum requirement) (Chartered status advantageous but not essential) 2 to 5 years experience as a Financial Adviser Strong knowledge of investments, pensions, tax planning and protection Excellent communication and relationship-building skills Self-motivated, professional and well-organised Confident working independently while also contributing to a team environment What is on offer: £50,000 to £55,000 basic salary (depending on experience and qualifications) Bonus structure + OTE £60,000+ Existing client bank provided Full administrative and paraplanning support Supportive, established business with genuine long-term career prospects Benefits package to be discussed at interview stage Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offerings, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios. The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant to the business. We are urgently seeking an experienced Investment Manager to the committee and team, whom will work solely on managing the companies portfolios on a discretionary basis, the potential candidate will have access to suitably qualified analysis from both within the company and externally. The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from working within a known Investment Management firm, and would suit someone with a desire to gain more responsibility, control or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios. This person can be based in Leeds, Huddersfield and also we will consider remotely based candidates for this role so being London based is not an issue for example. Package is totally up for discussion with regards to this role and will largely depend on the candidate selected. Additional Information Company: Investment Management Location: Leeds or London Closing Date: 30 Mar We are an equal opportunities employer and welcome applications from all qualified candidates.
Jan 09, 2026
Full time
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offerings, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios. The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant to the business. We are urgently seeking an experienced Investment Manager to the committee and team, whom will work solely on managing the companies portfolios on a discretionary basis, the potential candidate will have access to suitably qualified analysis from both within the company and externally. The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from working within a known Investment Management firm, and would suit someone with a desire to gain more responsibility, control or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios. This person can be based in Leeds, Huddersfield and also we will consider remotely based candidates for this role so being London based is not an issue for example. Package is totally up for discussion with regards to this role and will largely depend on the candidate selected. Additional Information Company: Investment Management Location: Leeds or London Closing Date: 30 Mar We are an equal opportunities employer and welcome applications from all qualified candidates.
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all work together to deliver an outstanding service to one another and clients. They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration. They are keen for a quality adviser who shares the company's values to join our team, and believe advisers should focus on relationship management and new Client acquisition. The support ecosystem is designed to support this outcome. The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. They also have professional introducer agreements in place and will always offer central support with the creation of new relationships. The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team. For more information, please apply for the role. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jan 09, 2026
Full time
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all work together to deliver an outstanding service to one another and clients. They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration. They are keen for a quality adviser who shares the company's values to join our team, and believe advisers should focus on relationship management and new Client acquisition. The support ecosystem is designed to support this outcome. The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. They also have professional introducer agreements in place and will always offer central support with the creation of new relationships. The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team. For more information, please apply for the role. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Manchester, United Kingdom / Bristol, United Kingdom / London, United Kingdom / Glasgow, United Kingdom / Reading, United Kingdom / Brighton, United Kingdom / Cambridge, United Kingdom / Leeds, United Kingdom / Birmingham, United Kingdom / Cardiff, United Kingdom / Edinburgh, United Kingdom / Liverpool, United Kingdom / Exeter, United Kingdom Location/s:Cambridge, Brighton, Bristol, Cardiff, Leeds, Edinburgh, Glasgow, Manchester, Liverpool, Exeter & Birmingham; UK Recruiter contact: Nicola Coyle Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business division The Water Utilities Division is Mott MacDonald's centre of excellence for responding to the UK and Ireland's water and wastewater challenges. The work we do is at the forefront of ensuring safe water supplies for future generations, preventing urban flooding, and improving the health of our rivers and coastal environments. Our multi-disciplinary teams provide a variety of services throughout the full project life cycle, from advisory services and feasibility studies to outline and detailed design. Together, we deliver best-in-class solutions to our clients while offering diverse and technically stimulating opportunities to our people. Overview of the role Water resources are under pressure globally from climate change, population growth and urbanisation - this includes parts of the UK where there is now recognition that investment in both demand management and resource development is needed to secure resilient water supplies for the future. We are market leaders in providing strategic water resources planning services to water companies, regional groups (including Water Resources South East and Water Resources East), regulators and the government in the UK as well as supporting our global business delivering water resources planning services internationally. We help our clients to consider the resilience of their existing resources in the face of environmental pressures, growth, climate change and severe drought and then to identify, appraise and develop future demand and supply-side interventions to address the needs identified. To support our growth ambition in this area, we are looking for motivated strategic thinkers, who want to generate the best possible outcomes for our clients, the environment and society, with an interest in developing their knowledge and experience, joining our existing team of climate scientists, data scientists, engineers, environmentalists, hydrogeologists, hydrologists, managers and planners. In this role you will apply your knowledge and experience on a diverse range of advisory projects and strategic/feasibility studies, and have the opportunity to further develop your skills across different areas of our portfolio, such as water resource planning, resource options appraisal, demand forecasting, demand management options appraisal, investment optimisation and environmental assessment. At Mott MacDonald you will have control of your own career path and great prospects for career progression as the business continues to grow. We can offer you development in technical, management or client-facing directions. We are looking for a driven individual, keen to make a difference in the sector, take wide responsibilities and progress professionally. Relevant water resources, engineering or other related degree Experience with developing regional plans, Water Resource Management Plans and/or Drought Plans Familiarity with UK water sector regulation Keen interest in developing your technical and commercial skills Chartered Status with a recognised Professional Institution Project management, client liaison and consulting skills Understanding of the components that make up a water supply-demand balance and how these are estimated and forecast Experience of undertaking options appraisal Experience of best value planning Experience of auditing and assurance Experience of using asset information UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. We are happy to talk openly about flexible working and how we can support your responsibilities beyond the workplace. Benefits We offer some fantastic benefits including: Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long-term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high-street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self-development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
Jan 09, 2026
Full time
Manchester, United Kingdom / Bristol, United Kingdom / London, United Kingdom / Glasgow, United Kingdom / Reading, United Kingdom / Brighton, United Kingdom / Cambridge, United Kingdom / Leeds, United Kingdom / Birmingham, United Kingdom / Cardiff, United Kingdom / Edinburgh, United Kingdom / Liverpool, United Kingdom / Exeter, United Kingdom Location/s:Cambridge, Brighton, Bristol, Cardiff, Leeds, Edinburgh, Glasgow, Manchester, Liverpool, Exeter & Birmingham; UK Recruiter contact: Nicola Coyle Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business division The Water Utilities Division is Mott MacDonald's centre of excellence for responding to the UK and Ireland's water and wastewater challenges. The work we do is at the forefront of ensuring safe water supplies for future generations, preventing urban flooding, and improving the health of our rivers and coastal environments. Our multi-disciplinary teams provide a variety of services throughout the full project life cycle, from advisory services and feasibility studies to outline and detailed design. Together, we deliver best-in-class solutions to our clients while offering diverse and technically stimulating opportunities to our people. Overview of the role Water resources are under pressure globally from climate change, population growth and urbanisation - this includes parts of the UK where there is now recognition that investment in both demand management and resource development is needed to secure resilient water supplies for the future. We are market leaders in providing strategic water resources planning services to water companies, regional groups (including Water Resources South East and Water Resources East), regulators and the government in the UK as well as supporting our global business delivering water resources planning services internationally. We help our clients to consider the resilience of their existing resources in the face of environmental pressures, growth, climate change and severe drought and then to identify, appraise and develop future demand and supply-side interventions to address the needs identified. To support our growth ambition in this area, we are looking for motivated strategic thinkers, who want to generate the best possible outcomes for our clients, the environment and society, with an interest in developing their knowledge and experience, joining our existing team of climate scientists, data scientists, engineers, environmentalists, hydrogeologists, hydrologists, managers and planners. In this role you will apply your knowledge and experience on a diverse range of advisory projects and strategic/feasibility studies, and have the opportunity to further develop your skills across different areas of our portfolio, such as water resource planning, resource options appraisal, demand forecasting, demand management options appraisal, investment optimisation and environmental assessment. At Mott MacDonald you will have control of your own career path and great prospects for career progression as the business continues to grow. We can offer you development in technical, management or client-facing directions. We are looking for a driven individual, keen to make a difference in the sector, take wide responsibilities and progress professionally. Relevant water resources, engineering or other related degree Experience with developing regional plans, Water Resource Management Plans and/or Drought Plans Familiarity with UK water sector regulation Keen interest in developing your technical and commercial skills Chartered Status with a recognised Professional Institution Project management, client liaison and consulting skills Understanding of the components that make up a water supply-demand balance and how these are estimated and forecast Experience of undertaking options appraisal Experience of best value planning Experience of auditing and assurance Experience of using asset information UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. We are happy to talk openly about flexible working and how we can support your responsibilities beyond the workplace. Benefits We offer some fantastic benefits including: Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long-term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high-street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self-development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
A leading financial services firm seeks an experienced Financial Planning Director to lead regional operations in the South of England. The role requires strong leadership and strategic acumen, managing a team of 15 Financial Planners, ensuring high performance, compliance, and client satisfaction. Candidates must be Chartered Financial Planners with proven success in leadership and achieving revenue targets. The position offers a salary of £110,000 with OTE above £140k, and a comprehensive benefits package including a £10,000 car allowance.
Jan 09, 2026
Full time
A leading financial services firm seeks an experienced Financial Planning Director to lead regional operations in the South of England. The role requires strong leadership and strategic acumen, managing a team of 15 Financial Planners, ensuring high performance, compliance, and client satisfaction. Candidates must be Chartered Financial Planners with proven success in leadership and achieving revenue targets. The position offers a salary of £110,000 with OTE above £140k, and a comprehensive benefits package including a £10,000 car allowance.
We are seeking an experienced Senior Insolvency Administrator to manage a diverse portfolio of mainly corporate insolvency cases, with some personal cases. This is an excellent opportunity to take ownership of complex work, contribute to the success of our team, and progress your career within a supportive environment. Our team mainly works from our Taunton office, however we would happily discuss Bristol as an office base for a more experienced candidate. You will report to a Manager and Insolvency Practitioner. While this role is aimed at a Senior Insolvency Administrator, we are also open to considering candidates at a slightly more junior or senior level, so if you have relevant experience and are looking for your next step, we'd love to hear from you. There could be the opportunity to progress in the future with support being available for studies. What we need from you Ideally you will: Have proven insolvency experience and working knowledge of the associated procedures, rules and regulations Be a confident and collaborative team player Have excellent people skills and the ability to demonstrate outstanding customer service to clients and inspire others to do the same Be able to write letters and reports clearly and accurately - it's all in the detail! We understand that not everyone will come with these exact requirements. If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you! What we can give you in return We offer a fantastic place to work with a competitive and flexible benefits package. This includes: A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday An annual salary review Payment of any professional subscriptions relevant to your role Life assurance, which includes access to a smart health app An employee assistance programme for you and your family One volunteering day per year Cinema Society discounts GymFlex discounts Bupa health and cash plans available Electric car and cycle to work schemes About AG Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful. Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders. Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of. What sets us apart A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a "World Class Place to Work". To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people! Let's talk
Jan 09, 2026
Full time
We are seeking an experienced Senior Insolvency Administrator to manage a diverse portfolio of mainly corporate insolvency cases, with some personal cases. This is an excellent opportunity to take ownership of complex work, contribute to the success of our team, and progress your career within a supportive environment. Our team mainly works from our Taunton office, however we would happily discuss Bristol as an office base for a more experienced candidate. You will report to a Manager and Insolvency Practitioner. While this role is aimed at a Senior Insolvency Administrator, we are also open to considering candidates at a slightly more junior or senior level, so if you have relevant experience and are looking for your next step, we'd love to hear from you. There could be the opportunity to progress in the future with support being available for studies. What we need from you Ideally you will: Have proven insolvency experience and working knowledge of the associated procedures, rules and regulations Be a confident and collaborative team player Have excellent people skills and the ability to demonstrate outstanding customer service to clients and inspire others to do the same Be able to write letters and reports clearly and accurately - it's all in the detail! We understand that not everyone will come with these exact requirements. If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you! What we can give you in return We offer a fantastic place to work with a competitive and flexible benefits package. This includes: A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday An annual salary review Payment of any professional subscriptions relevant to your role Life assurance, which includes access to a smart health app An employee assistance programme for you and your family One volunteering day per year Cinema Society discounts GymFlex discounts Bupa health and cash plans available Electric car and cycle to work schemes About AG Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful. Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders. Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of. What sets us apart A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a "World Class Place to Work". To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people! Let's talk
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offerings, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios. The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant to the business. We are urgently seeking an experienced Investment Manager to the committee and team, whom will work solely on managing the companies portfolios on a discretionary basis, the potential candidate will have access to suitably qualified analysis from both within the company and externally. The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from working within a known Investment Management firm, and would suit someone with a desire to gain more responsibility, control or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios. This person can be based in Leeds, Huddersfield and also we will consider remotely based candidates for this role so being London based is not an issue for example. Package is totally up for discussion with regards to this role and will largely depend on the candidate selected. Additional Information Company: Investment Management Location: Leeds or London Closing Date: 30 Mar We are an equal opportunities employer and welcome applications from all qualified candidates.
Jan 09, 2026
Full time
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offerings, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios. The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant to the business. We are urgently seeking an experienced Investment Manager to the committee and team, whom will work solely on managing the companies portfolios on a discretionary basis, the potential candidate will have access to suitably qualified analysis from both within the company and externally. The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from working within a known Investment Management firm, and would suit someone with a desire to gain more responsibility, control or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios. This person can be based in Leeds, Huddersfield and also we will consider remotely based candidates for this role so being London based is not an issue for example. Package is totally up for discussion with regards to this role and will largely depend on the candidate selected. Additional Information Company: Investment Management Location: Leeds or London Closing Date: 30 Mar We are an equal opportunities employer and welcome applications from all qualified candidates.
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.
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 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.
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.
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
Jan 08, 2026
Full time
Paraplanning Team Leader About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office Excellent culture, promoting employee wellbeing and engagement Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
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. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week. Responsibilities Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this CAS holder SPS holder Company Values 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. 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 08, 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. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week. Responsibilities Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this CAS holder SPS holder Company Values 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. 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.
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.
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
Jan 07, 2026
Full time
This Paraplanner job in Maidstone and Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise click apply for full job details
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
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
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)
Exchange Street Executive Search
Penwortham, Lancashire
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
Jan 05, 2026
Full time
Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning. You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days) o Employee recognition awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. - Learning and development, progression and an excellent package combined with agile working. What's not to like? Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.
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!
