My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their s click apply for full job details
Oct 08, 2026
Full time
My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their s click apply for full job details
Morgan Sindall Property Services
St. Albans, Hertfordshire
Customer Service Planner St Albans £30,784 per annum + excellent benefits Permanent, Full Time (40 hours per week) We are looking to recruit a Customer Service Planner to join our team in St Albans, playing a vital role in ensuring repairs and maintenance appointments are scheduled efficiently and delivered in line with contractual service levels. About the Role Joining our team, you'll be responsible for high volumes of calls liaising with clients, sub-contractors, suppliers, and supervisors to schedule appointments, ensuring that future jobs are appointed in a way that will ensure our contractual Service Level Agreements are met and no false promises are given. You will excel in dealing with residents as part of our back-office using a range of communication methods including telephone and email. Using our in-house system, you'll actively schedule available operatives and subcontractors to jobs, discuss complex repairs, demanding customers and those who have suffered service failure, where your role is to instil the customers confidence. About You Candidates will have the following: Social Housing and Repair and Maintenance background. Competent in communicating with direct operatives, subcontractors, and residents. Basic building maintenance knowledge e.g. duration required to undertake a variety of maintenance tasks. Planning knowledge of what works can be sequenced or can be undertaken concurrently. Ability to prioritise works and ensure works-in-progress jobs are within target and appointed where practicable. Good level of written English Good computer skills Good project management skills Good communication skills e.g. ability to communicate with different stakeholders at different levels Passionate about service delivery and customer satisfaction. Benefits Profit Share Discretionary Annual Bonus Scheme 26 Days Holiday plus Bank Holidays Enhanced Pension Plan Westfield Healthcare Cash Plan (24hr GP, dental, optical, physio and more) Life Assurance & Accident Cover Share Save Enhanced Maternity & Paternity Pay Work Perks Discounts & Vouchers Buy & Sell Holiday Schemes Flexible Working & Flexible Bank Holidays Cycle to Work Volunteering (2 days paid) Learning & Development Opportunities Extensive Wellbeing Support, including EAP Loyalty & Values Awards Funded Professional Subscription About Us Morgan Sindall Property Services provide integrated asset management for housing associations and local authorities, focusing on improving the living conditions of residents and leaving a legacy in the communities we serve. Our services include, responsive repairs, void refurbishments, compliancy services and planned maintenance works. With over 1000 employees, we focus on a culture which puts people at the core of everything we do, encourages innovative thinking, and always puts our customer first. Build your career with a leading property services company, where we recognise that diversity of thought and talented people is key to our success. MSPS are proud to support the resettlement of armed forces personnel. Please refer to full job description upon completing your application. We shortlist and interview for our roles throughout the duration of the advert. Therefore, we would encourage you to submit your application as soon as possible to avoid disappointment. We reserve the right to close any of our adverts prior to the stated closing date should we have a high volume of appropriate candidates.
Oct 08, 2026
Full time
Customer Service Planner St Albans £30,784 per annum + excellent benefits Permanent, Full Time (40 hours per week) We are looking to recruit a Customer Service Planner to join our team in St Albans, playing a vital role in ensuring repairs and maintenance appointments are scheduled efficiently and delivered in line with contractual service levels. About the Role Joining our team, you'll be responsible for high volumes of calls liaising with clients, sub-contractors, suppliers, and supervisors to schedule appointments, ensuring that future jobs are appointed in a way that will ensure our contractual Service Level Agreements are met and no false promises are given. You will excel in dealing with residents as part of our back-office using a range of communication methods including telephone and email. Using our in-house system, you'll actively schedule available operatives and subcontractors to jobs, discuss complex repairs, demanding customers and those who have suffered service failure, where your role is to instil the customers confidence. About You Candidates will have the following: Social Housing and Repair and Maintenance background. Competent in communicating with direct operatives, subcontractors, and residents. Basic building maintenance knowledge e.g. duration required to undertake a variety of maintenance tasks. Planning knowledge of what works can be sequenced or can be undertaken concurrently. Ability to prioritise works and ensure works-in-progress jobs are within target and appointed where practicable. Good level of written English Good computer skills Good project management skills Good communication skills e.g. ability to communicate with different stakeholders at different levels Passionate about service delivery and customer satisfaction. Benefits Profit Share Discretionary Annual Bonus Scheme 26 Days Holiday plus Bank Holidays Enhanced Pension Plan Westfield Healthcare Cash Plan (24hr GP, dental, optical, physio and more) Life Assurance & Accident Cover Share Save Enhanced Maternity & Paternity Pay Work Perks Discounts & Vouchers Buy & Sell Holiday Schemes Flexible Working & Flexible Bank Holidays Cycle to Work Volunteering (2 days paid) Learning & Development Opportunities Extensive Wellbeing Support, including EAP Loyalty & Values Awards Funded Professional Subscription About Us Morgan Sindall Property Services provide integrated asset management for housing associations and local authorities, focusing on improving the living conditions of residents and leaving a legacy in the communities we serve. Our services include, responsive repairs, void refurbishments, compliancy services and planned maintenance works. With over 1000 employees, we focus on a culture which puts people at the core of everything we do, encourages innovative thinking, and always puts our customer first. Build your career with a leading property services company, where we recognise that diversity of thought and talented people is key to our success. MSPS are proud to support the resettlement of armed forces personnel. Please refer to full job description upon completing your application. We shortlist and interview for our roles throughout the duration of the advert. Therefore, we would encourage you to submit your application as soon as possible to avoid disappointment. We reserve the right to close any of our adverts prior to the stated closing date should we have a high volume of appropriate candidates.
Trainee Wills and Estate Planner - City of London Capital Fortune Rockhopper is an award winning protection and mortgage brokerage in the City of London. We are seeking a Trainee Wills and Estate Planner to join our team. Salary: £23,000 to £26,000 depending on experience Hours: Full time Location: 22 Tudor Street, London EC4Y. Office based while you train, hybrid once competent. Leads: Our existing client bank Also: 29 days including birthday and bank holidays. Pension. Professional and network fees paid. The clients are already ours. Nobody has asked them yet. Every mortgage and protection client we have advised has a house, a family and no will, or an old one that no longer says what they think it says. We have never offered them anything about it. This is a new service and you would be part of why we start. No wills experience required. We will teach you the drafting, the trusts and the tax. What we cannot teach is the ability to sit with someone while they talk about their own death and the people they are leaving behind, and keep the conversation calm and useful. You study towards your qualifications with the fees paid. Your first wills are drafted under supervision and checked before a client ever sees them. Our AI technology does the work that is not advice. Calls recorded, transcribed, searchable. Client documents drafted by AI from the transcript and checked before they reach you. Every file examined before it goes out, not a sample. Every recommendation is still signed off by a person, with the heavy lifting done by our AI systems. Thirteen years. That is how long our average member of staff has been here. We are small by choice and a top-tier writer within our national network. Administration runs every case through to completion. What we need. No wills or estate planning experience required. We train you. A track record in a role where people trusted you with something that mattered. Any sector. Comfort with detail. A will that is wrong stays wrong for years, and is usually found out too late to fix. The discipline to follow a documented process, and the sense to see why it exists. The ability to hear what a client has not said out loud. The money, plainly. £23,000 to £26,000, depending on experience. A straight salary, with no commission, no tiers and no targets hung off it. You are learning a craft where being right matters more than being quick, and we would rather pay you to learn it properly. How we decide. Your CV and completion of our online psychometric test. A confidential conversation, then an interview with the people you would work alongside. The testing comes first so every applicant is read on the same evidence, and nobody is turned down on a score alone. We are an equal opportunities employer and recruit on capability. If you need an adjustment at any stage, tell us before you start - asking will not count against you. Ready to apply? Just click "Apply Now" below. Every applicant hears back within five working days, in strict confidence. RockHopper is a trading name of Capital Fortune Rockhopper Ltd which is an Appointed Representative of The Right Mortgage Ltd which is authorised and regulated by the Financial Conduct Authority. Capital Fortune Rockhopper Ltd FCA number 439474 - registered address: 22 Tudor Street, London EC4Y 0AY. Will writing and estate planning are not regulated by the Financial Conduct Authority.
Oct 08, 2026
Full time
Trainee Wills and Estate Planner - City of London Capital Fortune Rockhopper is an award winning protection and mortgage brokerage in the City of London. We are seeking a Trainee Wills and Estate Planner to join our team. Salary: £23,000 to £26,000 depending on experience Hours: Full time Location: 22 Tudor Street, London EC4Y. Office based while you train, hybrid once competent. Leads: Our existing client bank Also: 29 days including birthday and bank holidays. Pension. Professional and network fees paid. The clients are already ours. Nobody has asked them yet. Every mortgage and protection client we have advised has a house, a family and no will, or an old one that no longer says what they think it says. We have never offered them anything about it. This is a new service and you would be part of why we start. No wills experience required. We will teach you the drafting, the trusts and the tax. What we cannot teach is the ability to sit with someone while they talk about their own death and the people they are leaving behind, and keep the conversation calm and useful. You study towards your qualifications with the fees paid. Your first wills are drafted under supervision and checked before a client ever sees them. Our AI technology does the work that is not advice. Calls recorded, transcribed, searchable. Client documents drafted by AI from the transcript and checked before they reach you. Every file examined before it goes out, not a sample. Every recommendation is still signed off by a person, with the heavy lifting done by our AI systems. Thirteen years. That is how long our average member of staff has been here. We are small by choice and a top-tier writer within our national network. Administration runs every case through to completion. What we need. No wills or estate planning experience required. We train you. A track record in a role where people trusted you with something that mattered. Any sector. Comfort with detail. A will that is wrong stays wrong for years, and is usually found out too late to fix. The discipline to follow a documented process, and the sense to see why it exists. The ability to hear what a client has not said out loud. The money, plainly. £23,000 to £26,000, depending on experience. A straight salary, with no commission, no tiers and no targets hung off it. You are learning a craft where being right matters more than being quick, and we would rather pay you to learn it properly. How we decide. Your CV and completion of our online psychometric test. A confidential conversation, then an interview with the people you would work alongside. The testing comes first so every applicant is read on the same evidence, and nobody is turned down on a score alone. We are an equal opportunities employer and recruit on capability. If you need an adjustment at any stage, tell us before you start - asking will not count against you. Ready to apply? Just click "Apply Now" below. Every applicant hears back within five working days, in strict confidence. RockHopper is a trading name of Capital Fortune Rockhopper Ltd which is an Appointed Representative of The Right Mortgage Ltd which is authorised and regulated by the Financial Conduct Authority. Capital Fortune Rockhopper Ltd FCA number 439474 - registered address: 22 Tudor Street, London EC4Y 0AY. Will writing and estate planning are not regulated by the Financial Conduct Authority.
Robertson Baxter Wealth Management Huddersfield Full-time Permanent Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients. This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning. As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing. What you'll do Support Financial Planners before, during and after client meetings Prepare meeting packs, agendas, review documents and client correspondence Act as a key point of contact for clients on administrative matters Manage client onboarding activities, including welcome packs, portal access and initial checks Keep clients informed with proactive updates on applications, reviews and ongoing work Process new business applications and maintain accurate client records Monitor applications, transfers and provider requests to keep cases progressing Produce client review reports and supporting documentation Process adviser charging instructions and fee administration activities Validate investments and valuations to maintain data accuracy Manage incoming post, provider correspondence and client communications Support telephone enquiries from clients and external providers Prepare and issue Letters of Authority Complete Anti-Money Laundering (AML) checks Submit and maintain compliance documentation in line with company procedures Maintain accurate and audit-ready client files Support regulatory and governance requirements Gather information, quotations and illustrations from providers Assist with cashflow modelling data preparation Support the preparation of recommendation reports and suitability letters Produce standard suitability reports, review letters and fund switch documentation Prepare cost and charge disclosures Maintain high standards of data quality across client systems The knowledge, experience and qualifications you need Previous experience in a financial planning, wealth management, banking or financial services administration role Strong organisational skills and the ability to manage multiple priorities Excellent attention to detail and accuracy Strong communication skills, both written and verbal Proficiency in Microsoft Office applications Ability to build positive relationships with clients, providers and colleagues A proactive approach to problem solving and continuous improvement Basic understanding of FCA regulations and Treating Customers Fairly principles An interest in financial planning and wealth management Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous We're looking for someone who is: Client-focused and committed to delivering excellent service Collaborative and enjoys working within a team environment Positive, professional and adaptable Organised and able to work under pressure Proactive and willing to take ownership Resilient when managing competing priorities Trustworthy when handling confidential client information Why join Robertson Baxter? You'll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do. This role offers the opportunity to: Build a long-term career within financial planning Work alongside experienced Financial Planners and Paraplanners Develop your technical knowledge and professional qualifications Be part of a supportive and collaborative team culture Contribute directly to delivering exceptional client outcomes This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions
Oct 07, 2026
Full time
Robertson Baxter Wealth Management Huddersfield Full-time Permanent Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients. This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning. As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing. What you'll do Support Financial Planners before, during and after client meetings Prepare meeting packs, agendas, review documents and client correspondence Act as a key point of contact for clients on administrative matters Manage client onboarding activities, including welcome packs, portal access and initial checks Keep clients informed with proactive updates on applications, reviews and ongoing work Process new business applications and maintain accurate client records Monitor applications, transfers and provider requests to keep cases progressing Produce client review reports and supporting documentation Process adviser charging instructions and fee administration activities Validate investments and valuations to maintain data accuracy Manage incoming post, provider correspondence and client communications Support telephone enquiries from clients and external providers Prepare and issue Letters of Authority Complete Anti-Money Laundering (AML) checks Submit and maintain compliance documentation in line with company procedures Maintain accurate and audit-ready client files Support regulatory and governance requirements Gather information, quotations and illustrations from providers Assist with cashflow modelling data preparation Support the preparation of recommendation reports and suitability letters Produce standard suitability reports, review letters and fund switch documentation Prepare cost and charge disclosures Maintain high standards of data quality across client systems The knowledge, experience and qualifications you need Previous experience in a financial planning, wealth management, banking or financial services administration role Strong organisational skills and the ability to manage multiple priorities Excellent attention to detail and accuracy Strong communication skills, both written and verbal Proficiency in Microsoft Office applications Ability to build positive relationships with clients, providers and colleagues A proactive approach to problem solving and continuous improvement Basic understanding of FCA regulations and Treating Customers Fairly principles An interest in financial planning and wealth management Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous We're looking for someone who is: Client-focused and committed to delivering excellent service Collaborative and enjoys working within a team environment Positive, professional and adaptable Organised and able to work under pressure Proactive and willing to take ownership Resilient when managing competing priorities Trustworthy when handling confidential client information Why join Robertson Baxter? You'll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do. This role offers the opportunity to: Build a long-term career within financial planning Work alongside experienced Financial Planners and Paraplanners Develop your technical knowledge and professional qualifications Be part of a supportive and collaborative team culture Contribute directly to delivering exceptional client outcomes This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions
Service ControllerSlough£32,000 - £34,000 Bonus Excellent Benefits Are you an organised, customer-focused professional who thrives in a fast-paced service environment? Do you enjoy being the vital link between customers, engineers, and internal teams? We're recruiting for a Service Controller to join a leading specialist vehicle manufacturer in Slough. This is an exciting opportunity to play a key role in a busy service operation, ensuring customers receive exceptional support while helping to keep critical specialist vehicles operating at their best. The OpportunityAs a Service Controller, you'll be the heartbeat of the service department, coordinating engineer schedules, managing customer requests, and ensuring maintenance and repair activities run smoothly from start to finish. You'll have the chance to work closely with customers, engineers, and operational teams while developing your career within a highly respected organisation that genuinely invests in its people. Key Responsibilities Managing customer service requests from initial enquiry through to completion Scheduling and coordinating engineer workloads to maximise efficiency Creating job cards, service notifications, and ordering required parts Tracking contract maintenance activities and ensuring service planners remain up to date Processing job sheets accurately and conducting customer follow-up calls Delivering outstanding customer service and maintaining regular communication with stakeholders Supporting site meetings, operational processes, and health & safety initiatives What We're Looking For Previous experience in a Service Controller, Service Coordinator, Planner, Scheduler, or similar role Strong organisational and multitasking abilities Excellent communication and customer service skills Experience using SAP or similar service management systems would be advantageous A proactive and solutions-focused approach Experience within engineering, automotive, plant, fleet or technical service environments is desirable What's in it for You? Salary & Bonus £32,000 - £34,000 basic salary Annual profit-related bonus scheme worth up to 5% of basic salary Benefits Package 25 days holiday plus Bank Holidays Company Bonus Scheme Personal pension scheme with enhanced employer contributions Life assurance (5x annual salary) Free on-site parking Mental Health First Aiders and wellbeing support This is an excellent opportunity to join an established and growing business recognised for its commitment to quality, innovation, and customer service. If you're looking for a rewarding role where no two days are the same and your contribution truly makes a difference, we'd love to hear from you.
Oct 07, 2026
Full time
Service ControllerSlough£32,000 - £34,000 Bonus Excellent Benefits Are you an organised, customer-focused professional who thrives in a fast-paced service environment? Do you enjoy being the vital link between customers, engineers, and internal teams? We're recruiting for a Service Controller to join a leading specialist vehicle manufacturer in Slough. This is an exciting opportunity to play a key role in a busy service operation, ensuring customers receive exceptional support while helping to keep critical specialist vehicles operating at their best. The OpportunityAs a Service Controller, you'll be the heartbeat of the service department, coordinating engineer schedules, managing customer requests, and ensuring maintenance and repair activities run smoothly from start to finish. You'll have the chance to work closely with customers, engineers, and operational teams while developing your career within a highly respected organisation that genuinely invests in its people. Key Responsibilities Managing customer service requests from initial enquiry through to completion Scheduling and coordinating engineer workloads to maximise efficiency Creating job cards, service notifications, and ordering required parts Tracking contract maintenance activities and ensuring service planners remain up to date Processing job sheets accurately and conducting customer follow-up calls Delivering outstanding customer service and maintaining regular communication with stakeholders Supporting site meetings, operational processes, and health & safety initiatives What We're Looking For Previous experience in a Service Controller, Service Coordinator, Planner, Scheduler, or similar role Strong organisational and multitasking abilities Excellent communication and customer service skills Experience using SAP or similar service management systems would be advantageous A proactive and solutions-focused approach Experience within engineering, automotive, plant, fleet or technical service environments is desirable What's in it for You? Salary & Bonus £32,000 - £34,000 basic salary Annual profit-related bonus scheme worth up to 5% of basic salary Benefits Package 25 days holiday plus Bank Holidays Company Bonus Scheme Personal pension scheme with enhanced employer contributions Life assurance (5x annual salary) Free on-site parking Mental Health First Aiders and wellbeing support This is an excellent opportunity to join an established and growing business recognised for its commitment to quality, innovation, and customer service. If you're looking for a rewarding role where no two days are the same and your contribution truly makes a difference, we'd love to hear from you.
Client Support Executive Department: Client Services Employment Type: Full Time Location: Huddersfield Reporting To: Jo Vaughan Description Robertson Baxter Wealth Management Huddersfield Full-time Permanent Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients. This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning. As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing. What you'll do Support Financial Planners before, during and after client meetings Prepare meeting packs, agendas, review documents and client correspondence Act as a key point of contact for clients on administrative matters Manage client onboarding activities, including welcome packs, portal access and initial checks Keep clients informed with proactive updates on applications, reviews and ongoing work Process new business applications and maintain accurate client records Monitor applications, transfers and provider requests to keep cases progressing Produce client review reports and supporting documentation Process adviser charging instructions and fee administration activities Validate investments and valuations to maintain data accuracy Manage incoming post, provider correspondence and client communications Support telephone enquiries from clients and external providers Prepare and issue Letters of Authority Complete Anti-Money Laundering (AML) checks Submit and maintain compliance documentation in line with company procedures Maintain accurate and audit-ready client files Support regulatory and governance requirements Gather information, quotations and illustrations from providers Assist with cashflow modelling data preparation Support the preparation of recommendation reports and suitability letters Produce standard suitability reports, review letters and fund switch documentation Prepare cost and charge disclosures Maintain high standards of data quality across client systems The knowledge, experience and qualifications you need Previous experience in a financial planning, wealth management, banking or financial services administration role Strong organisational skills and the ability to manage multiple priorities Excellent attention to detail and accuracy Strong communication skills, both written and verbal Proficiency in Microsoft Office applications Ability to build positive relationships with clients, providers and colleagues A proactive approach to problem solving and continuous improvement Basic understanding of FCA regulations and Treating Customers Fairly principles An interest in financial planning and wealth management Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous We're looking for someone who is: Client-focused and committed to delivering excellent service Collaborative and enjoys working within a team environment Positive, professional and adaptable Organised and able to work under pressure Proactive and willing to take ownership Resilient when managing competing priorities Trustworthy when handling confidential client information Why join Robertson Baxter? You'll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do. This role offers the opportunity to: Build a long-term career within financial planning Work alongside experienced Financial Planners and Paraplanners Develop your technical knowledge and professional qualifications Be part of a supportive and collaborative team culture Contribute directly to delivering exceptional client outcomes This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions.
Oct 07, 2026
Full time
Client Support Executive Department: Client Services Employment Type: Full Time Location: Huddersfield Reporting To: Jo Vaughan Description Robertson Baxter Wealth Management Huddersfield Full-time Permanent Robertson Baxter is a well-established financial planning firm and part of the Benchmark family. We are looking for a Client Support Executive to join our growing team in Huddersfield, supporting Financial Planners and Paraplanners to deliver a first-class service to our clients. This is an excellent opportunity for someone who enjoys building relationships, thrives in a fast-paced environment, and wants to develop a long-term career within financial planning. As part of a collaborative team, you will play a key role in supporting clients throughout their financial planning journey, from onboarding and administration through to ongoing reviews and servicing. What you'll do Support Financial Planners before, during and after client meetings Prepare meeting packs, agendas, review documents and client correspondence Act as a key point of contact for clients on administrative matters Manage client onboarding activities, including welcome packs, portal access and initial checks Keep clients informed with proactive updates on applications, reviews and ongoing work Process new business applications and maintain accurate client records Monitor applications, transfers and provider requests to keep cases progressing Produce client review reports and supporting documentation Process adviser charging instructions and fee administration activities Validate investments and valuations to maintain data accuracy Manage incoming post, provider correspondence and client communications Support telephone enquiries from clients and external providers Prepare and issue Letters of Authority Complete Anti-Money Laundering (AML) checks Submit and maintain compliance documentation in line with company procedures Maintain accurate and audit-ready client files Support regulatory and governance requirements Gather information, quotations and illustrations from providers Assist with cashflow modelling data preparation Support the preparation of recommendation reports and suitability letters Produce standard suitability reports, review letters and fund switch documentation Prepare cost and charge disclosures Maintain high standards of data quality across client systems The knowledge, experience and qualifications you need Previous experience in a financial planning, wealth management, banking or financial services administration role Strong organisational skills and the ability to manage multiple priorities Excellent attention to detail and accuracy Strong communication skills, both written and verbal Proficiency in Microsoft Office applications Ability to build positive relationships with clients, providers and colleagues A proactive approach to problem solving and continuous improvement Basic understanding of FCA regulations and Treating Customers Fairly principles An interest in financial planning and wealth management Progress towards, or an ambition to achieve, the Level 4 Diploma in Financial Planning would be advantageous We're looking for someone who is: Client-focused and committed to delivering excellent service Collaborative and enjoys working within a team environment Positive, professional and adaptable Organised and able to work under pressure Proactive and willing to take ownership Resilient when managing competing priorities Trustworthy when handling confidential client information Why join Robertson Baxter? You'll be joining a successful and growing financial planning business where collaboration, professionalism and client care are at the heart of everything we do. This role offers the opportunity to: Build a long-term career within financial planning Work alongside experienced Financial Planners and Paraplanners Develop your technical knowledge and professional qualifications Be part of a supportive and collaborative team culture Contribute directly to delivering exceptional client outcomes This role is based at our Robertson Baxter office in Huddersfield. You will work closely with local colleagues whilst benefiting from being part of the wider Benchmark network, one of the UK's leading providers of financial planning, investment and technology solutions.
Job Description Job title: Wealth Trainee Department: Wealth Management - Cazenove Capital Salary: £50,000 Start date: Thursday 16 September2027 Location: City of London, London About Schroders, our parent company Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. Programme overview: At Schroders, our two-year Wealth Trainee Programme provides a unique opportunity to gain broad experience across our award-winning teams. Based in our Cazenove offices, which are in London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh, this structured programme is designed to develop your skills, expand your industry knowledge, and prepare you for a successful career in Wealth Management. Participants in this programme will join our Wealth Planning team, working alongside advisers who deliver tailored, regulated financial advice to high-net-worth and ultra-high-net-worth individuals and families. Who we're looking for: We are looking for graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients from all walks of life. You will excel if you are analytical, proactive, and truly client-focused, with the curiosity to keep learning and the confidence to communicate with integrity and empathy. You should be comfortable working both independently and as part of a team, be interested in world events and markets, and have a strong desire to solve problems, innovate, and help clients reach their financial goals. Required skills and capabilities: Numerical ability: Exceptional attention to detail, with the ability to analyse complex data using critical thinking, identify errors and draw meaningful insights. General commercial awareness: Broad awareness of world events, enabling you to connect with people from diverse backgrounds and articulate your reasoning. Growth mindset & curiosity: Proactive, eager to learn and adapt, with a positive mindset and commitment to self-development and learning. Communication skills: Strong written and verbal communication skills, able to adapt your style for different audiences and comfortable speaking to clients in person or over the phone. Innovation & problem-solving: Analytical thinker who can understand client issues, adapt quickly, and use available tools and knowledge to develop practical and effective solutions. Collaboration & relationship building: Empathetic and a strong listener, able to work well within teams, build rapport easily, and foster teamwork and trust. If you want to begin your career in Wealth Management by working with experts, helping clients, and developing broad professional skills, we would love to hear from you. The team: Cazenove Capital is the dedicated Wealth Management business of the Schroder Group in the UK, renowned for providing specialist financial solutions to high-net-worth individuals, family offices, charities, and their advisers. Leveraging the investment expertise of both Cazenove Capital and Schroders, as well as carefully selected external providers, we deliver leading portfolio management, banking, and investment advisory services. Our longstanding client relationships and commitment to the highest standards of professionalism and integrity have established us as a leader in private wealth management. As a Wealth Trainee, you will gain hands on experience whilebased in one of our Wealth Planning teams. You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of financial planning, investments, and client relationship management. Knowledge, experience and qualifications we're looking for: You should be due to graduate in 2027, or have recently graduated, and be on track to achieve, or have already achieved, an honours degree (or equivalent). We welcome applications from all degree subjects. A good working knowledge of document production software, including Microsoft Word, Excel, and PowerPoint The ability to understand our target audiences A healthy interest in the benefits of AI and how emerging technologies can support client service, efficiency and innovation The ability to understand our target audiences Benefits of joining us When you join the Wealth Trainee programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including: Professional qualifications:Achieve the Investment Advice Diploma (IAD), including the Financial Planning & Advice module in your first few weeks - the UK's benchmark entry qualification for investment professionals Opportunity to complete industry-led Certificate in Advanced Financial Planning - Level 6 Opportunity to complete industry-led Diploma in Advanced Financial Planning (CISI) - Level 7 and obtain Certified Financial Planner status Comprehensive training:Access immersive training sessions covering industry knowledge, technical skills, and essential soft skills to help you adapt, thrive, and make an impact from day one Senior networking opportunities:Attend exclusive "Coffee Hours" hosted by senior leaders, allowing you to build your network within the industry Buddy system:Be paired with a dedicated buddy to support your transition into both the programme and the wider business Wellbeing support:Access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on a range of topics, including mental health Use of a private GP service On-site facilities:Enjoy the convenience of an on-site staff restaurant and complimentary use of our on-site gym By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority. Recruitment process Online application form Stage 1 Cognitive Online Assessment Stage 2 Behavioural and Motivational Assessment Stage 3 Work Simulation and Video Interview Assessment centre Candidates should be available to start the graduate programme on Thursday 16 September 2027. We Recognise Potential, Whoever You Are Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Oct 07, 2026
Full time
Job Description Job title: Wealth Trainee Department: Wealth Management - Cazenove Capital Salary: £50,000 Start date: Thursday 16 September2027 Location: City of London, London About Schroders, our parent company Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. Programme overview: At Schroders, our two-year Wealth Trainee Programme provides a unique opportunity to gain broad experience across our award-winning teams. Based in our Cazenove offices, which are in London, Oxford, Bristol, Birmingham, Chester, Manchester, Leeds, and Edinburgh, this structured programme is designed to develop your skills, expand your industry knowledge, and prepare you for a successful career in Wealth Management. Participants in this programme will join our Wealth Planning team, working alongside advisers who deliver tailored, regulated financial advice to high-net-worth and ultra-high-net-worth individuals and families. Who we're looking for: We are looking for graduates who are passionate about Wealth Management, resilient in a dynamic environment, and eager to build lasting relationships with clients from all walks of life. You will excel if you are analytical, proactive, and truly client-focused, with the curiosity to keep learning and the confidence to communicate with integrity and empathy. You should be comfortable working both independently and as part of a team, be interested in world events and markets, and have a strong desire to solve problems, innovate, and help clients reach their financial goals. Required skills and capabilities: Numerical ability: Exceptional attention to detail, with the ability to analyse complex data using critical thinking, identify errors and draw meaningful insights. General commercial awareness: Broad awareness of world events, enabling you to connect with people from diverse backgrounds and articulate your reasoning. Growth mindset & curiosity: Proactive, eager to learn and adapt, with a positive mindset and commitment to self-development and learning. Communication skills: Strong written and verbal communication skills, able to adapt your style for different audiences and comfortable speaking to clients in person or over the phone. Innovation & problem-solving: Analytical thinker who can understand client issues, adapt quickly, and use available tools and knowledge to develop practical and effective solutions. Collaboration & relationship building: Empathetic and a strong listener, able to work well within teams, build rapport easily, and foster teamwork and trust. If you want to begin your career in Wealth Management by working with experts, helping clients, and developing broad professional skills, we would love to hear from you. The team: Cazenove Capital is the dedicated Wealth Management business of the Schroder Group in the UK, renowned for providing specialist financial solutions to high-net-worth individuals, family offices, charities, and their advisers. Leveraging the investment expertise of both Cazenove Capital and Schroders, as well as carefully selected external providers, we deliver leading portfolio management, banking, and investment advisory services. Our longstanding client relationships and commitment to the highest standards of professionalism and integrity have established us as a leader in private wealth management. As a Wealth Trainee, you will gain hands on experience whilebased in one of our Wealth Planning teams. You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of financial planning, investments, and client relationship management. Knowledge, experience and qualifications we're looking for: You should be due to graduate in 2027, or have recently graduated, and be on track to achieve, or have already achieved, an honours degree (or equivalent). We welcome applications from all degree subjects. A good working knowledge of document production software, including Microsoft Word, Excel, and PowerPoint The ability to understand our target audiences A healthy interest in the benefits of AI and how emerging technologies can support client service, efficiency and innovation The ability to understand our target audiences Benefits of joining us When you join the Wealth Trainee programme at Schroders, you will benefit from a wide range of professional and personal development opportunities, including: Professional qualifications:Achieve the Investment Advice Diploma (IAD), including the Financial Planning & Advice module in your first few weeks - the UK's benchmark entry qualification for investment professionals Opportunity to complete industry-led Certificate in Advanced Financial Planning - Level 6 Opportunity to complete industry-led Diploma in Advanced Financial Planning (CISI) - Level 7 and obtain Certified Financial Planner status Comprehensive training:Access immersive training sessions covering industry knowledge, technical skills, and essential soft skills to help you adapt, thrive, and make an impact from day one Senior networking opportunities:Attend exclusive "Coffee Hours" hosted by senior leaders, allowing you to build your network within the industry Buddy system:Be paired with a dedicated buddy to support your transition into both the programme and the wider business Wellbeing support:Access to our Employee Assistance Programme, offering 24-hour confidential counselling and resources on a range of topics, including mental health Use of a private GP service On-site facilities:Enjoy the convenience of an on-site staff restaurant and complimentary use of our on-site gym By joining us, you will be part of an inclusive environment where your learning, wellbeing, and professional growth are a priority. Recruitment process Online application form Stage 1 Cognitive Online Assessment Stage 2 Behavioural and Motivational Assessment Stage 3 Work Simulation and Video Interview Assessment centre Candidates should be available to start the graduate programme on Thursday 16 September 2027. We Recognise Potential, Whoever You Are Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs. About Us We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Site Agent / Senior Engineer - Highways (Nights) Your new company You will be joining a leading main contractor delivering a major highways infrastructure scheme. Due to the progression of the main construction works, they are looking to strengthen their delivery team with an experienced Site Agent / Senior Engineer to oversee roadworks on the night shift.This is a night-time position working 7pm to 5am, suited to someone with strong highways experience, ideally gained within a motorway environment. Your new role Reporting directly to the Sub Agent, you will oversee the delivery of roadworks packages, ensuring works are completed safely, to the required quality, on programme and within budget, in accordance with the scheme design, highway specifications and Development Consent Order requirements.Your responsibilities will include: Managing roadworks packages and coordinating day and night work scopes. Developing and managing short-term programmes and sequencing of works. Monitoring progress, budgets, risks and opportunities across your packages. Working closely with planning, commercial, SHE, design, engineering and quality teams. Ensuring RAMS, permits and QA documentation are in place and correctly completed. Managing and supporting junior engineers throughout delivery. Driving high standards of health, safety, environmental and quality performance. Promoting a Right First Time approach and identifying opportunities to improve productivity and reduce rework. Liaising with planners and Quantity Surveyors to monitor programme and commercial performance. What you'll need to succeed You will have previous experience managing civil engineering or highways packages within a main contractor environment, with strong knowledge of site delivery and short-term programming.You will ideally have: Previous roadworks/highways construction experience, with motorway experience highly desirable. Package management experience, including short-term programming, budget monitoring and reporting. Good working knowledge of NEC contracts. Experience managing, supporting and developing junior engineers. Strong understanding of construction health & safety, quality and site documentation. A Degree or HND in Civil Engineering, an allied subject or equivalent vocational training. Relevant CSCS card. SMSTS or equivalent H&S qualification. AutoCAD experience would be advantageous. What you'll get in return You will have the opportunity to work on a major highways infrastructure project, taking responsibility for a key roadworks package within the main construction works.The position will operate on a 7pm to 5am night shift, giving you the opportunity to develop further experience in complex highways delivery while working alongside experienced engineering, commercial, design, SHE and quality teams. 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
Oct 07, 2026
Full time
Site Agent / Senior Engineer - Highways (Nights) Your new company You will be joining a leading main contractor delivering a major highways infrastructure scheme. Due to the progression of the main construction works, they are looking to strengthen their delivery team with an experienced Site Agent / Senior Engineer to oversee roadworks on the night shift.This is a night-time position working 7pm to 5am, suited to someone with strong highways experience, ideally gained within a motorway environment. Your new role Reporting directly to the Sub Agent, you will oversee the delivery of roadworks packages, ensuring works are completed safely, to the required quality, on programme and within budget, in accordance with the scheme design, highway specifications and Development Consent Order requirements.Your responsibilities will include: Managing roadworks packages and coordinating day and night work scopes. Developing and managing short-term programmes and sequencing of works. Monitoring progress, budgets, risks and opportunities across your packages. Working closely with planning, commercial, SHE, design, engineering and quality teams. Ensuring RAMS, permits and QA documentation are in place and correctly completed. Managing and supporting junior engineers throughout delivery. Driving high standards of health, safety, environmental and quality performance. Promoting a Right First Time approach and identifying opportunities to improve productivity and reduce rework. Liaising with planners and Quantity Surveyors to monitor programme and commercial performance. What you'll need to succeed You will have previous experience managing civil engineering or highways packages within a main contractor environment, with strong knowledge of site delivery and short-term programming.You will ideally have: Previous roadworks/highways construction experience, with motorway experience highly desirable. Package management experience, including short-term programming, budget monitoring and reporting. Good working knowledge of NEC contracts. Experience managing, supporting and developing junior engineers. Strong understanding of construction health & safety, quality and site documentation. A Degree or HND in Civil Engineering, an allied subject or equivalent vocational training. Relevant CSCS card. SMSTS or equivalent H&S qualification. AutoCAD experience would be advantageous. What you'll get in return You will have the opportunity to work on a major highways infrastructure project, taking responsibility for a key roadworks package within the main construction works.The position will operate on a 7pm to 5am night shift, giving you the opportunity to develop further experience in complex highways delivery while working alongside experienced engineering, commercial, design, SHE and quality teams. 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
Job Title: Paraplanning Manager Industry: Financial Planning Location: Bristol (Hybrid) Salary: up to £65,000 Job Reference: 10585 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanning Manager to join a Wealth Management firm. Our client is a well renowned Wealth Management firm who specialises in independent advice across investments, pensions, retirement planning, protection and more. As their client base and adviser team continues to grow, they are looking for someone to head up the management of the paraplanning team across South Wales and the South West. Duties: Lead, develop and coach the paraplanning team Conduct 121's, provide training and support in growing the team Support in allocating workload across the team Ensure a high quality of work across the paraplanners Build and manage strong relationships with other heads of, and managers to ensure a smooth running business Benefits: Competitive salary of up to £65,000 Discretionary bonus Remote role, with occasional travel 25 days annual leave, +/- 5 days Christmas closure 8% pension scheme Private medical insurance Flexi benefits scheme Continued professional development Annual salary reviews Exam funding and support Skills and experience required: Level 4 diploma in Financial Planning (or equivalent) Strong Paraplanning experience Experience managing a team, either officially or unofficially Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Oct 07, 2026
Full time
Job Title: Paraplanning Manager Industry: Financial Planning Location: Bristol (Hybrid) Salary: up to £65,000 Job Reference: 10585 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanning Manager to join a Wealth Management firm. Our client is a well renowned Wealth Management firm who specialises in independent advice across investments, pensions, retirement planning, protection and more. As their client base and adviser team continues to grow, they are looking for someone to head up the management of the paraplanning team across South Wales and the South West. Duties: Lead, develop and coach the paraplanning team Conduct 121's, provide training and support in growing the team Support in allocating workload across the team Ensure a high quality of work across the paraplanners Build and manage strong relationships with other heads of, and managers to ensure a smooth running business Benefits: Competitive salary of up to £65,000 Discretionary bonus Remote role, with occasional travel 25 days annual leave, +/- 5 days Christmas closure 8% pension scheme Private medical insurance Flexi benefits scheme Continued professional development Annual salary reviews Exam funding and support Skills and experience required: Level 4 diploma in Financial Planning (or equivalent) Strong Paraplanning experience Experience managing a team, either officially or unofficially Our commitment to you: Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
IDEX Consulting Ltd is seeking an experienced Paraplanning Team Leader to oversee a paraplanning function across Bristol, Cardiff and Truro. The role combines hands-on paraplanning with leadership responsibilities and a focus on mentoring and development of a 16-strong team. The successful candidate will lead performance, development and day-to-day management, ensuring high technical quality and efficient service delivery across three offices while supporting senior Financial Planners and
Oct 07, 2026
Full time
IDEX Consulting Ltd is seeking an experienced Paraplanning Team Leader to oversee a paraplanning function across Bristol, Cardiff and Truro. The role combines hands-on paraplanning with leadership responsibilities and a focus on mentoring and development of a 16-strong team. The successful candidate will lead performance, development and day-to-day management, ensuring high technical quality and efficient service delivery across three offices while supporting senior Financial Planners and
IDEX Consulting Ltd is seeking an experienced Paraplanning Team Leader to oversee a paraplanning function across Bristol, Cardiff and Truro. The role combines hands-on paraplanning with leadership responsibilities and a focus on mentoring and development of a 16-strong team. The successful candidate will lead performance, development and day-to-day management, ensuring high technical quality and efficient service delivery across three offices while supporting senior Financial Planners and
Oct 07, 2026
Full time
IDEX Consulting Ltd is seeking an experienced Paraplanning Team Leader to oversee a paraplanning function across Bristol, Cardiff and Truro. The role combines hands-on paraplanning with leadership responsibilities and a focus on mentoring and development of a 16-strong team. The successful candidate will lead performance, development and day-to-day management, ensuring high technical quality and efficient service delivery across three offices while supporting senior Financial Planners and
We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery 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.
Oct 07, 2026
Full time
We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery 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.
IDEX Consulting is seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across Bristol, Cardiff, and Truro. You will lead and mentor a team of about 16 paraplanners, ensuring high technical quality and efficient service delivery while remaining hands-on when needed. The ideal candidate has a strong paraplanning background with prior leadership or mentoring experience, and excellent report-writing and organizational skills.
Oct 07, 2026
Full time
IDEX Consulting is seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across Bristol, Cardiff, and Truro. You will lead and mentor a team of about 16 paraplanners, ensuring high technical quality and efficient service delivery while remaining hands-on when needed. The ideal candidate has a strong paraplanning background with prior leadership or mentoring experience, and excellent report-writing and organizational skills.
Sumitomo Electric in Gaydon, United Kingdom, is seeking an experienced System Integration Project Planner Lead Engineer to own end-to-end feature delivery across vehicle programmes. You will translate programme requirements into time-based targets and drive risk management, cross-functional collaboration, and KPI reporting to stakeholders. The role requires a strong background in system design, technical analysis and data interpretation, with proficient Office 365 usage and experience in
Oct 07, 2026
Full time
Sumitomo Electric in Gaydon, United Kingdom, is seeking an experienced System Integration Project Planner Lead Engineer to own end-to-end feature delivery across vehicle programmes. You will translate programme requirements into time-based targets and drive risk management, cross-functional collaboration, and KPI reporting to stakeholders. The role requires a strong background in system design, technical analysis and data interpretation, with proficient Office 365 usage and experience in
Central Government Contract Opportunity Inside IR35 Hybrid working in Liverpool We are working with a central government organisation seeking an experienced Resource Planning & Capability Lead to support the development and implementation of resource management practices across a large, complex delivery environment.This is a hands-on role requiring someone who can not only design and improve resource planning processes but also build the tools, enable adoption, and coach stakeholders on best practice. The RoleYou will take ownership of establishing and enhancing resource management capabilities, ensuring leaders have visibility of resource demand, capacity, and allocation across programmes and projects.Working closely with delivery, PMO, and senior stakeholders, you will develop practical resource planning solutions and embed consistent ways of working across the organisation. Key Responsibilities Design, build and maintain resource management tooling using Azure DevOps (ADO) and Microsoft Planner Develop resource planning processes, governance and reporting capabilities Provide visibility of resource demand, capacity and utilisation across programmes and portfolios Train and coach project teams, PMOs and managers on resource planning tools and best practice Support forecasting, workforce planning and prioritisation activities Produce management information and reporting to support strategic decision-making Drive adoption of resource management disciplines across multiple teams and stakeholders Work with senior leaders to improve resource allocation and delivery outcomes Essential Experience Proven experience in a Resource Planner, Resource Manager, PMO Planning Manager or Portfolio Planning role Practical experience building and administering resource management solutions using Azure DevOps (ADO) and/or Microsoft Planner Strong understanding of resource forecasting, capacity planning and allocation processes Experience creating dashboards, reporting and management information Ability to train, coach and support users in adopting new tools and processes Strong stakeholder engagement and communication skills Previous experience working within Central Government environments Desirable Experience Experience working within large-scale transformation or digital delivery programmes Knowledge of Portfolio, Programme and Project Management Office (P3O) environments Familiarity with Agile delivery methodologies Experience working across multiple delivery teams and technical functions What's on Offer Long-term contract opportunity in Liverpool (2 days in the office) Inside IR35 High-profile central government programme Opportunity to shape and embed resource planning capability across a complex delivery landscape If you're a hands-on resource planning professional with experience of ADO, Microsoft Planner and central government delivery environments, we'd like to hear from you. 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
Oct 07, 2026
Full time
Central Government Contract Opportunity Inside IR35 Hybrid working in Liverpool We are working with a central government organisation seeking an experienced Resource Planning & Capability Lead to support the development and implementation of resource management practices across a large, complex delivery environment.This is a hands-on role requiring someone who can not only design and improve resource planning processes but also build the tools, enable adoption, and coach stakeholders on best practice. The RoleYou will take ownership of establishing and enhancing resource management capabilities, ensuring leaders have visibility of resource demand, capacity, and allocation across programmes and projects.Working closely with delivery, PMO, and senior stakeholders, you will develop practical resource planning solutions and embed consistent ways of working across the organisation. Key Responsibilities Design, build and maintain resource management tooling using Azure DevOps (ADO) and Microsoft Planner Develop resource planning processes, governance and reporting capabilities Provide visibility of resource demand, capacity and utilisation across programmes and portfolios Train and coach project teams, PMOs and managers on resource planning tools and best practice Support forecasting, workforce planning and prioritisation activities Produce management information and reporting to support strategic decision-making Drive adoption of resource management disciplines across multiple teams and stakeholders Work with senior leaders to improve resource allocation and delivery outcomes Essential Experience Proven experience in a Resource Planner, Resource Manager, PMO Planning Manager or Portfolio Planning role Practical experience building and administering resource management solutions using Azure DevOps (ADO) and/or Microsoft Planner Strong understanding of resource forecasting, capacity planning and allocation processes Experience creating dashboards, reporting and management information Ability to train, coach and support users in adopting new tools and processes Strong stakeholder engagement and communication skills Previous experience working within Central Government environments Desirable Experience Experience working within large-scale transformation or digital delivery programmes Knowledge of Portfolio, Programme and Project Management Office (P3O) environments Familiarity with Agile delivery methodologies Experience working across multiple delivery teams and technical functions What's on Offer Long-term contract opportunity in Liverpool (2 days in the office) Inside IR35 High-profile central government programme Opportunity to shape and embed resource planning capability across a complex delivery landscape If you're a hands-on resource planning professional with experience of ADO, Microsoft Planner and central government delivery environments, we'd like to hear from you. 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
We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery 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.
Oct 07, 2026
Full time
We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery 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.
IDEX Consulting Ltd is seeking an experienced Paraplanning Manager to lead and develop a small paraplanning team within a growing independent wealth management business. The role combines people leadership, hands-on technical paraplanning, and operational responsibility to support senior planners and the wider management team. You will oversee workflow, maintain high standards, provide technical guidance, and contribute to process improvements while staying hands-on with complex cases and client
Oct 07, 2026
Full time
IDEX Consulting Ltd is seeking an experienced Paraplanning Manager to lead and develop a small paraplanning team within a growing independent wealth management business. The role combines people leadership, hands-on technical paraplanning, and operational responsibility to support senior planners and the wider management team. You will oversee workflow, maintain high standards, provide technical guidance, and contribute to process improvements while staying hands-on with complex cases and client
Senior / Principal Civil Engineer - Highways, Drainage & Development Infrastructure Location: Bristol (Hybrid Working Available) Salary: 46,000 - 65,000 + Benefits Type: Full-Time Permanent Senior / Principal Civil Engineer - Bristol An established and highly regarded development infrastructure consultancy is looking to appoint a Senior / Principal Civil Engineer into its growing Bristol office . This is a fantastic opportunity for an engineer with strong experience in highways, drainage and development infrastructure design to join a collaborative and forward-thinking team working on a wide range of complex, high-profile projects across the UK. The Opportunity Working as part of a supportive and technically strong team, you'll be involved in the design and coordination of highways, drainage, earthworks and development infrastructure schemes , with the opportunity to take a lead role in project delivery and client-facing responsibilities depending on your level of experience. Projects are varied and often complex, spanning: Residential developments and masterplans Commercial and mixed-use schemes Retail and logistics developments Education facilities Public realm and regeneration projects Utility and infrastructure upgrades Major public sector buildings and associated external works The Role As a Senior / Principal Civil Engineer , you'll play a key role in leading and delivering infrastructure design across a broad range of development projects. Responsibilities will include: Leading the design and delivery of highways and drainage infrastructure for development schemes Producing and reviewing highway designs (S38 / S278) at both preliminary and detailed design stages Delivering drainage designs (S104 / S98) including: Surface water drainage Foul drainage SuDS design Flow control and attenuation / balancing solutions Foul pumping stations Undertaking earthworks and site level design for development projects Coordinating with planners, architects, external consultants, and approving authorities Supporting the technical delivery of projects from early feasibility through to detailed design and approvals Managing design workflows and ensuring quality and efficiency across project outputs Mentoring and supporting junior engineers and technicians Taking on increased responsibility in project leadership, client liaison and team development at Principal level What We're Looking For To be considered, you should have: Strong experience in civil infrastructure design , particularly within highways and/or drainage A background working on UK development infrastructure projects Good working knowledge of relevant design standards, approvals and technical requirements Proficiency in software such as: Civil 3D MicroDrainage / InfoDrainage Causeway Flow PDS Experience producing and coordinating designs for residential, commercial or mixed-use developments A BEng / MEng in Civil Engineering (or equivalent relevant experience) Strong communication skills and the ability to work effectively with both internal and external stakeholders What's On Offer Salary of 46,000 - 65,000 depending on experience Hybrid working and flexibility Competitive benefits package Regular salary reviews Generous annual leave Clear career progression pathway Structured Chartership support A friendly, collaborative and modern working environment The opportunity to work on high-profile, technically interesting development projects Why Apply? This is a fantastic opportunity to join a consultancy that genuinely invests in its people and offers the chance to work on complex and rewarding infrastructure schemes in a supportive environment. Contact Michael From Aldwych Consulting for a confidential chat if this is of interest: (phone number removed) Aldwych Consulting values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
Oct 07, 2026
Full time
Senior / Principal Civil Engineer - Highways, Drainage & Development Infrastructure Location: Bristol (Hybrid Working Available) Salary: 46,000 - 65,000 + Benefits Type: Full-Time Permanent Senior / Principal Civil Engineer - Bristol An established and highly regarded development infrastructure consultancy is looking to appoint a Senior / Principal Civil Engineer into its growing Bristol office . This is a fantastic opportunity for an engineer with strong experience in highways, drainage and development infrastructure design to join a collaborative and forward-thinking team working on a wide range of complex, high-profile projects across the UK. The Opportunity Working as part of a supportive and technically strong team, you'll be involved in the design and coordination of highways, drainage, earthworks and development infrastructure schemes , with the opportunity to take a lead role in project delivery and client-facing responsibilities depending on your level of experience. Projects are varied and often complex, spanning: Residential developments and masterplans Commercial and mixed-use schemes Retail and logistics developments Education facilities Public realm and regeneration projects Utility and infrastructure upgrades Major public sector buildings and associated external works The Role As a Senior / Principal Civil Engineer , you'll play a key role in leading and delivering infrastructure design across a broad range of development projects. Responsibilities will include: Leading the design and delivery of highways and drainage infrastructure for development schemes Producing and reviewing highway designs (S38 / S278) at both preliminary and detailed design stages Delivering drainage designs (S104 / S98) including: Surface water drainage Foul drainage SuDS design Flow control and attenuation / balancing solutions Foul pumping stations Undertaking earthworks and site level design for development projects Coordinating with planners, architects, external consultants, and approving authorities Supporting the technical delivery of projects from early feasibility through to detailed design and approvals Managing design workflows and ensuring quality and efficiency across project outputs Mentoring and supporting junior engineers and technicians Taking on increased responsibility in project leadership, client liaison and team development at Principal level What We're Looking For To be considered, you should have: Strong experience in civil infrastructure design , particularly within highways and/or drainage A background working on UK development infrastructure projects Good working knowledge of relevant design standards, approvals and technical requirements Proficiency in software such as: Civil 3D MicroDrainage / InfoDrainage Causeway Flow PDS Experience producing and coordinating designs for residential, commercial or mixed-use developments A BEng / MEng in Civil Engineering (or equivalent relevant experience) Strong communication skills and the ability to work effectively with both internal and external stakeholders What's On Offer Salary of 46,000 - 65,000 depending on experience Hybrid working and flexibility Competitive benefits package Regular salary reviews Generous annual leave Clear career progression pathway Structured Chartership support A friendly, collaborative and modern working environment The opportunity to work on high-profile, technically interesting development projects Why Apply? This is a fantastic opportunity to join a consultancy that genuinely invests in its people and offers the chance to work on complex and rewarding infrastructure schemes in a supportive environment. Contact Michael From Aldwych Consulting for a confidential chat if this is of interest: (phone number removed) Aldwych Consulting values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society and are happy to discuss reasonable adjustments and/or additional arrangements as required to support your application. Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business.
We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery 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.
Oct 07, 2026
Full time
We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery 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. To lead and mentor the paraplanning team, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards. The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based. The ideal candidate will have proven experience in direct line management of paraplanners (essential), including performance management, and ability to guide the team through a period ofchange, particularly in the context of mergers and acquisitions (M&A). The successful candidate will possess strong leadership qualities, such as: integrity, positive ambassador, ability to elevate others when times are tough, self-awareness, compassion, empathy and buckets of resilience. Team Leadership & Development: Recruit, train, and develop a high-performing team of paraplanners. Provide ongoing coaching, mentoring, and performance feedback to foster individual growth and team cohesion. Run regular team meetings to ensure clear communication and set goals. Workload Management: Oversee and manage the daily workflow and task allocation for the paraplanning team. Prioritize work queues to meet deadlines and ensure efficient completion of tasks. Quality Assurance & Compliance: Conduct first-line checks on the quality of paraplanner reports and output. Ensure all work complies with company policies, procedures, and Financial Conduct Authority (FCA) regulations. Monitor error rates and implement training to promote a "right first time" approach. Technical Support & Expertise: Act as a referral point for technical queries, supporting the team with complex cases. Potentially contribute to paraplanning by assisting with research, product analysis, and report preparation for client recommendations. Process Improvement: Identify opportunities to refine procedures, processes, and systems to enhance efficiency and quality. Implement improvements to streamline operations and enhance client service delivery. Collaboration & Communication: Foster a culture of open communication and collaboration within the team and with other departments. Serve as a key liaison between the paraplanning team, Financial Advisers, and other management. Skills and Qualifications: Level 4 qualified in financial planning Previous experience as a paraplanner or in a similar support role within a financial services firm. Strong understanding of financial planning concepts, products, and regulatory requirements (e.g., FCA). Excellent IT, written, and verbal communication skills. Proven leadership, coaching, and mentoring abilities. Strong organizational and time management skills. Ability to analyse technical information and ensure attention to detail. A proactive and collaborative mindset. Titan Behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism 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 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.
Oct 07, 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. To lead and mentor the paraplanning team, geographically spread, ensuring the timely and accurate delivery of high-quality paraplanning support to Independent Financial Advisers (IFAs) and clients, while upholding company procedures and regulatory standards. The role is Hybrid, 3 days from the Bristol office, 2 days can be home-based. The ideal candidate will have proven experience in direct line management of paraplanners (essential), including performance management, and ability to guide the team through a period ofchange, particularly in the context of mergers and acquisitions (M&A). The successful candidate will possess strong leadership qualities, such as: integrity, positive ambassador, ability to elevate others when times are tough, self-awareness, compassion, empathy and buckets of resilience. Team Leadership & Development: Recruit, train, and develop a high-performing team of paraplanners. Provide ongoing coaching, mentoring, and performance feedback to foster individual growth and team cohesion. Run regular team meetings to ensure clear communication and set goals. Workload Management: Oversee and manage the daily workflow and task allocation for the paraplanning team. Prioritize work queues to meet deadlines and ensure efficient completion of tasks. Quality Assurance & Compliance: Conduct first-line checks on the quality of paraplanner reports and output. Ensure all work complies with company policies, procedures, and Financial Conduct Authority (FCA) regulations. Monitor error rates and implement training to promote a "right first time" approach. Technical Support & Expertise: Act as a referral point for technical queries, supporting the team with complex cases. Potentially contribute to paraplanning by assisting with research, product analysis, and report preparation for client recommendations. Process Improvement: Identify opportunities to refine procedures, processes, and systems to enhance efficiency and quality. Implement improvements to streamline operations and enhance client service delivery. Collaboration & Communication: Foster a culture of open communication and collaboration within the team and with other departments. Serve as a key liaison between the paraplanning team, Financial Advisers, and other management. Skills and Qualifications: Level 4 qualified in financial planning Previous experience as a paraplanner or in a similar support role within a financial services firm. Strong understanding of financial planning concepts, products, and regulatory requirements (e.g., FCA). Excellent IT, written, and verbal communication skills. Proven leadership, coaching, and mentoring abilities. Strong organizational and time management skills. Ability to analyse technical information and ensure attention to detail. A proactive and collaborative mindset. Titan Behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism 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 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.
