1133 jobs found

Associate Transport Planner - Development Planning Bristol (Hybrid Working) An established and growing multi-disciplinary property and infrastructure consultancy is seeking an Associate Transport Planner to join its Development Planning team in Bristol. This is a senior opportunity for an experienced transport planning professional looking to take on greater project responsibility, client exposure, and leadership within a supportive consultancy environment. You will play a key role in delivering transport planning input for a wide range of development-led projects across the residential, commercial, mixed-use, logistics, education and healthcare sectors. The position offers the chance to lead projects from early feasibility through to planning determination, while contributing to team development and business growth in the South West. Key Responsibilities Lead and manage development planning transport projects Prepare and oversee Transport Assessments, Transport Statements and Travel Plans Provide strategic transport and highways advice to clients and design teams Manage client relationships and act as a key point of contact Support business development and assist with bids and proposals Mentor and support junior transport planners Liaise with local authorities, statutory consultees and key stakeholders Candidate Requirements The successful candidate will be a commercially aware and technically strong transport planner with a background in development planning consultancy. Essential criteria: Degree in Transport Planning, Geography or a related discipline Significant experience in development planning transport consultancy Strong understanding of UK planning policy and transport guidance Proven experience managing projects and client relationships Excellent report writing and communication skills Desirable: Chartered or working toward chartership (CIHT, TPS or similar) Experience leading project teams or mentoring junior staff Business development or client growth experience If interested in this position but would like to find out more before formally applying, please contact Taylor Smith at Calibre Search Manchester. Calibre Search promote equality in the workplace and we welcome applications from all suitably skilled or qualified candidates regardless of their sex, race, disability, religion/beliefs, sexual orientation or age. We act as both an employment agency and employment business.

Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: Strong expertise in Financial Planning and profound knowledge of Finance and Investments. Proven analytical skills to evaluate complex financial data and create strategic recommendations. Proficiency in report writing with attention to detail and clarity. Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in financial software and tools is advantageous.

Paraplanner North London Hybrid (3 days in office) Competitive negotiable, plus benefits and exam support. This position offers excellent career progression. A multi-office, award winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London. A competitive package is available. Hybrid (3-days in office) Job Description The role of a Paraplanner is to support one or more Financial Advisor/s with the advice processes in a compliant and efficient manner. The Paraplanner role involves: Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to: Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance Fund switches Withdrawals Review process Conducting regular meetings with the Adviser(s) in order to:- Manage new business cases/submissions Keep abreast of the Adviser's(s) new business pipeline, their targets and monitoring performance against targets; (at adviser's discretion) Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product. Writing client suitability reports using the company's preferred report writing software in the following areas:- Protection Pensions/retirement planning Investments Equity release Cash-flow forecasting Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given. Understanding and suitably applying the Company's investment process and various investment offerings to meet a client's attitude to risk, personal circumstances, and financial objectives. Develop a working knowledge of providers' platforms and supporting websites with:- General understanding and navigation of the providers sites used throughout the business Obtaining the correct documentation to support business sign-ups (where applicable) Performing online transactions (as required) - including fund switching, withdrawals, cash management Managing client data Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process). Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios. Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients. Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile If you are a Paraplanner looking for an exciting opportunity, apply today!

Client Care Administrator - Pensions & Investments South Manchester (Hybrid working) Free onsite and secure parking Salary: up to £30,000 An ambitious and fast-growing financial planning business based in South Manchester is looking to recruit an experienced Client Care Manager to join its expanding team. This is a pivotal, client-facing role at the heart of the business, supporting advisers, paraplanners and clients to ensure a smooth, accurate and professional service experience. The role offers strong development opportunities within a supportive environment and exposure to high-quality financial planning processes. The Role The Client Care Manager position focuses on three core areas that make up the majority of day-to-day activity: Appointment Making & Adviser Diary Management Booking annual reviews, acquisition introductions, analysis meetings and sign-up meetings (face-to-face and virtual) Coordinating adviser meetings efficiently, grouping clients by location where possible Managing appointment requests via internal workload trackers and adviser request forms Reviewing upcoming annual reviews three months in advance and agreeing formats and schedules with advisers Maintaining accurate, organised and up-to-date adviser diaries Letters of Authority (LOA) & Transfers of Service (ToS) Managing LOA and ToS trackers and issuing requests to providers Processing LOAs for onboarding clients, ad-hoc adviser requests and acquisition cases Proactively chasing providers for outstanding information Ensuring authority is in place across all relevant client plans Requesting and collating policy information where required Maintaining accurate records across all systems and trackers Processing Provider Documentation (Client Care Handover) Processing provider documentation following handover from paraplanners and client servicing teams Managing internal work requests and ensuring timely completion Completing tasks including fee increases, fund switches and Bed & ISA transactions Reviewing paraplanning work prior to submission to providers Additional Responsibilities Answering incoming calls on the main office line and directing queries appropriately Logging and distributing incoming and outgoing post Attending weekly adviser catch-ups to review workloads and priorities Issuing client surveys following reviews, new business, fee changes and no-change reviews Supporting the wider Client Care and Client Servicing teams when required Ordering stationery and assisting with general office requirements Ensuring all client data is accurate, compliant and maintained to company standards Key Skills & Attributes Strong organisational skills with the ability to manage multiple priorities Excellent written and verbal communication skills Confident using Microsoft Excel, Word and cloud-based systems (e.g. Google Sheets) High attention to detail and accuracy Proactive, collaborative and team-focused approach Comfortable working in a fast-paced, growing environment Motivated by delivering positive client outcomes and strong adviser support Package & Benefits Competitive salary Hybrid working (office-based in South Manchester, hybrid available after probation) 25 days holiday plus bank holidays Birthday holiday Group pension scheme (5% employer contribution) On-site gym Health Shield plan Free on-site parking Apply today via NJR Recruitment quoting the reference NJR16554 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.

£40,000 (flexible for the right candidate) + bonus 25 days holiday + bank holidays Pension & excellent benefits A highly respected Chartered wealth planning firm with multiple offices across Kent is looking to hire an experienced Senior IFA Administrator to join their growing team. This is a business with a strong reputation for delivering high-quality, whole-of-market advice to a diverse client base including HNW individuals, retirees, families, and SME owners across the South East and London. With around 2,000 clients and over £600m AUM, they offer a stable, professional environment with a genuine focus on client outcomes rather than sales targets. The firm provides advice across pensions, investments, tax planning, retirement planning, cashflow modelling, protection, and more specialist areas such as VCT and EIS. They benefit from long-standing relationships with accountancy and legal firms, generating a consistent flow of quality referrals. You'll be joining a collaborative support function made up of experienced administrators and paraplanners, working within a pooled team environment across two offices. The business places a strong emphasis on development, offering ongoing support with exams and CPD. The Role This is a newly created position, offering the opportunity to play a key role in supporting advisers and ensuring the smooth delivery of client service. You'll be responsible for managing the end-to-end administration process, working closely with advisers and paraplanners across a wide range of cases. A strong understanding of financial planning processes and attention to detail will be essential. What We're Looking For Minimum 3 years' experience within an IFA/wealth management environment Strong knowledge of end-to-end financial planning administration Experience working with platforms such as Intelligent Office, Novia, Fidelity, Transact or Aviva (IO highly desirable) Organised, proactive, and able to manage multiple cases efficiently A team player who thrives in a collaborative environment Why Apply? Join a well-established, Chartered firm with an excellent reputation Supportive, team-driven culture with real career development opportunities No sales-driven environment - strong focus on client outcomes Work alongside experienced advisers and paraplanners Contact Sam at Financial Divisions.

Salary: Up to £55,000 (DOE) Excellent Benefits & Supportive Culture A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Maintain accurate records and manage cases efficiently What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases and deadlines What's on Offer Hybrid and flexible working Full admin and paraplanning support structure Exposure to quality clients and varied cases Supportive, team-oriented culture Clear opportunity for career progression If you're a driven Paraplanner looking for your next step in a progressive firm, we'd love to hear from you - Please contact Sam at Financial Divisions

A global law firm is currently seeking an experienced Programme Planner to support a large multi-year transformation programme . This role will take full ownership of planning, scheduling, progress tracking and cross-workstream integration across a wide and complex delivery portfolio, ensuring senior stakeholders have a clear, accurate and proactive picture of programme performance. Job Details: Start date: ASAP Duration: 12 months Rate: up to £650pd Inside IR35 via Umbrella Location: London Hybrid: 3 days in the office Key Requirements: Extensive experience as a Programme Planner, with deep expertise in integrated planning, scheduling, dependencies , critical path analysis and progress tracking. Ability to work across 12-14 active workstreams , consolidating plans into a single, unified schedule and producing accurate, timely reporting for senior leadership . Strong capability to proactively identify blockers, slippage, risks, and misalignment and escalate early with clear, actionable insights. Skilled in creating and maintaining robust programme schedules , including cross-workstream dependencies, resource demand profiles and sequencing constraints. Strong knowledge of MS Project , with hands-on experience managing large, multi-layered MPP files. Able to challenge stakeholders constructively , interrogating plan quality, assumptions, estimates and the realism of timelines. Comfortable presenting progress updates, dashboards and milestone reporting at C-suite level, with strong visual communication and data interpretation skills. Highly proactive, solution-oriented mindset, someone who drives the planning agenda rather than waits to be directed. Experience supporting complex, multi-region transformation programmes; ideally large technology migration experience What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

A highly respected Chartered IFA firm based in Kent, with over 25 years of experience in wealth planning, is looking to appoint a Paraplanner following continued growth and an increasing volume of referrals. The firm has a strong and well-established team of employed Chartered Advisers and a solid reputation for delivering exceptional financial planning to high-net-worth clients across Kent, Sussex, and London - including city professionals, retirees, business owners and families with significant investable assets. This is a newly created role sitting within a collaborative paraplanning team, where you will work across the full end-to-end process - producing suitability reports, carrying out research, running calculations, and handling a range of technical tasks across whole-of-market products. The firm works with a broad and sophisticated client base, so the work is varied and genuinely interesting for someone who takes pride in the quality of their technical output. The role suits either a dedicated career paraplanner who wants to develop and grow within a firm of this calibre, or someone with a longer-term ambition to move into advising - that pathway exists for the right person, though it is not a requirement. Diploma qualification, or being close to completion, would be ideal, and familiarity with Intelligent Office and a range of platforms would be an advantage, though training will be provided. Salary is negotiable between £40,000 and £60,000 depending on experience, with a bonus and full benefits package on top. If this sounds like the right opportunity for you, or if you would like a confidential conversation about this or other roles, please get in touch with Joanna Clark at Financial Divisions directly.

Recruit Wealth are delighted to be representing one of the UK's most recognised and respected national Financial Planning and Wealth Management names. Our client provides independent, expert financial advice with exceptional client service at the heart of everything they do. With 30+ offices nationwide and over 200 Financial Planners, the business has built a strong reputation as a leading name in UK Financial Planning and continues to grow rapidly. Due to continued expansion and increasing client demand, they are now looking to recruit experienced IFA Administrators to join their highly professional regional teams. The Role Working closely with Financial Planners and Paraplanners, you will play an important role in supporting the advice process and ensuring clients receive a first-class, efficient and compliant service. Your responsibilities will include: Obtaining provider information (LOAs) and client illustrations Processing new business across pensions, investments and protection Submitting applications to providers and platforms Running risk profiler results via FE Analytics Assisting with research and fund switch reports Preparing client valuation reports and review documentation Processing withdrawals and client instructions Maintaining accurate client records on the back-office system Liaising with clients and providers to resolve queries What We're Looking For Experience within an IFA/Financial Planning environment Strong knowledge of pensions and investment products Excellent organisation and attention to detail Strong communication and client service skills A proactive and collaborative approach What's On Offer Competitive salary Hybrid working - 3 days office/2 days home Private pension Generous holiday allowance, increasing with service Group life cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Exam support and ongoing professional development Clear progression opportunities, including Paraplanning for example This is an excellent opportunity to join a fast-growing, well-respected Financial Planning name, backed by private equity. If you're an experienced IFA Administrator looking to join a supportive, professional and forward-thinking organisation, we'd love to hear from you. Please apply to us here at Recruit Wealth for an immediate response.

Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca click apply for full job details

Job Title: IFA Administrator Industry: Financial Planning Location: Bristol (City Centre) Salary: up to £38,000 Job Reference: 10132 Job Description: This is a standout opportunity to join a growing Chartered Financial Planning firm as they establish their first dedicated Bristol office. The business already has an established client base across the South West and an existing presence locally, but this marks a significant investment into Bristol as a key location. You'll be joining at an early stage, giving you real visibility and progression potential as the team builds out. They are looking for an experienced IFA Administrator who wants to progress into Paraplanning, with full support, structured training, and exam funding provided. You'll play a key role in supporting Financial Planners and ensuring a high-quality client experience. Responsibilities include: Processing new business and managing Letters of Authority Managing adviser diaries and booking client meetings Preparing documentation for client reviews Maintaining and updating back-office systems Assisting with suitability reports Attending client meetings and supporting relationship management Carrying out product and provider research Handling general administrative duties including calls and correspondence Benefits: Competitive salary of up to £38,000 11% pension contribution (employer) Discretionary bonus 4x DIS Employee Ownership Trust Full exam support and structured development plan Clear pathway into Paraplanning Skills and experience required: Experience working within Financial Planning / Wealth Management Strong IFA administration background Organised, detail-oriented, and able to manage multiple priorities Ambitious and motivated to progress into Paraplanning

You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.

About the role We are working with a well-established, client-focused financial planning firm seeking an experienced IFA Administrator to join their growing team. This is a fantastic opportunity to become part of a professional and supportive environment where attention to detail and high-quality client service are key. You will play a vital role in supporting Financial Planners and ensuring the smooth processing of client business across a range of financial products and platforms. Key responsibilities Processing new business across pensions, investments, and protection cases Managing applications from submission through to completion Liaising with providers and platforms to obtain updates and resolve queries Maintaining accurate client records and updating internal systems Preparing documentation for client meetings and reviews Supporting advisers with day-to-day administrative tasks Ensuring all work is completed in line with compliance requirements About you A minimum of 2 years' experience working as an IFA Administrator or within financial services administration Strong experience with new business processing across multiple product types Exposure to asset management or investment platforms Comfortable working across a variety of provider systems and platforms High attention to detail and strong organisational skills Confident communicator with a professional and proactive approach What's on offer Competitive salary based on experience Flexible working with hybrid options (currently 1 day from home, increasing to 2) Supportive and collaborative working environment Opportunity to develop within a growing financial planning firm If you are looking to join a firm where your contribution is valued and you can build a long-term career in financial services, we would like to hear from you.

You're a grown up. So why doesn't your company treat you like one? At this firm you'll have the trust of the business to work in a way that best suits you.How? They offer agile working. That means as long as you work core hours (10am - 2pm) you get flexibility about how you balance your day. And they offer hybrid working (two days a week from home). That adds up to a better work-life balance, greater flexibility and the type of choice sadly missing at a lot of firms. Add to that they have grown up conversations from the outset about your career aspirations. Want to take exams and move into paraplanning? No problem, it's something they've done before and something they'll do again. And they'll be clear about what that future will look like. Want to be the best administrator you can be? No problem with that either.In short, just like they treat their clients as individuals, they treat their employees in the same way. PACKAGE Starting salary of up to £35,000 Annual pay reviews PMI Pension Income Protection Wellbeing provision THE JOBYou'll be part of a team that provides admin support to a team of eight financial planners and their clients.The job is as you'd expect covering tasks such as: Processing new business Dealing with client enquiries Preparing for meetings Chasing letters of authority Working with planners and paraplanners THE COMAPNYThis is a top 20, national Chartered Accountancy firm and you'll work for their wealth arm.It's a settled team with long-standing employees many of whom have developed through the ranks.And it's not private equity backed providing stability.HERE'S WHAT YOU'LL NEED Experience of using Iress XPLAN and provider platforms Previous experience of working within a financial planning firm Experience of working within a strong compliance culture Ready for a grown up conversation about a grown up role? Click apply.Don't worry if your CV isn't up to date. Just send what you have and we'll deal with that later.Everyone will receive a response.

Excellent Benefits & Supportive Culture A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Ensure accurate records and smooth case progression What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases efficiently What's on Offer Hybrid and flexible working Full admin support and structured processes Exposure to quality clients and complex cases A supportive, team-focused environment Genuine opportunity for career progression If you're a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.