Senior Town Planner Ashby-de-la-Zouch (Hybrid Working Available) Leading UK Property & Planning Consultancy Are you a talented Town Planner ready to step into a senior role with greater autonomy, influence, and progression? We're partnering with a well-established, national property consultancy to recruit a Senior Town Planner into their expanding Midlands team, based in Ashby-de-la-Zouch. This is an exciting opportunity to join a highly regarded multidisciplinary practice with a strong pipeline of work and an excellent reputation across both private and public sector projects. The Opportunity This role offers the chance to work on a wide variety of projects across sectors including residential, commercial, rural, and infrastructure. You'll take ownership of schemes, work closely with experienced senior leaders, and play a key role in shaping development strategies. You'll benefit from: A diverse and high-quality project portfolio Direct client exposure and relationship management A clear and supported pathway to Associate level A collaborative and forward-thinking team environment Key Responsibilities Managing planning applications and appeals from start to finish Preparing high-quality planning reports and supporting documents Providing strategic planning advice to a broad client base Engaging with local authorities, stakeholders, and consultants Supporting business development activities and client growth Mentoring junior planners within the team About You MRTPI qualified (or close to achieving chartership) Experience within a consultancy or local authority setting Strong knowledge of the UK planning system Confident project manager with good commercial awareness Excellent written and verbal communication skills The Company Our client is a respected UK-wide consultancy operating across planning, development, infrastructure, and rural sectors. With a strong regional presence and a collaborative culture, they are known for delivering practical, commercially focused advice to a loyal client base. What's on Offer Competitive salary and benefits package Structured career progression Flexible / hybrid working Supportive leadership and mentoring Opportunity to work on impactful, high-profile projects Apply If you're looking to take the next step in your planning career within a supportive and growing consultancy, we'd love to hear from you. Apply now or contact us for a confidential discussion.
Apr 26, 2026
Full time
Senior Town Planner Ashby-de-la-Zouch (Hybrid Working Available) Leading UK Property & Planning Consultancy Are you a talented Town Planner ready to step into a senior role with greater autonomy, influence, and progression? We're partnering with a well-established, national property consultancy to recruit a Senior Town Planner into their expanding Midlands team, based in Ashby-de-la-Zouch. This is an exciting opportunity to join a highly regarded multidisciplinary practice with a strong pipeline of work and an excellent reputation across both private and public sector projects. The Opportunity This role offers the chance to work on a wide variety of projects across sectors including residential, commercial, rural, and infrastructure. You'll take ownership of schemes, work closely with experienced senior leaders, and play a key role in shaping development strategies. You'll benefit from: A diverse and high-quality project portfolio Direct client exposure and relationship management A clear and supported pathway to Associate level A collaborative and forward-thinking team environment Key Responsibilities Managing planning applications and appeals from start to finish Preparing high-quality planning reports and supporting documents Providing strategic planning advice to a broad client base Engaging with local authorities, stakeholders, and consultants Supporting business development activities and client growth Mentoring junior planners within the team About You MRTPI qualified (or close to achieving chartership) Experience within a consultancy or local authority setting Strong knowledge of the UK planning system Confident project manager with good commercial awareness Excellent written and verbal communication skills The Company Our client is a respected UK-wide consultancy operating across planning, development, infrastructure, and rural sectors. With a strong regional presence and a collaborative culture, they are known for delivering practical, commercially focused advice to a loyal client base. What's on Offer Competitive salary and benefits package Structured career progression Flexible / hybrid working Supportive leadership and mentoring Opportunity to work on impactful, high-profile projects Apply If you're looking to take the next step in your planning career within a supportive and growing consultancy, we'd love to hear from you. Apply now or contact us for a confidential discussion.
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Apr 26, 2026
Full time
I am recruiting a Financial Planner (Servicing Financial Adviser) on behalf of MFP Wealth Management, a leading independent Financial Planning firm based in Christchurch, Dorset (BH23). The Person: We are happy to consider a technically competent Paraplanner, who is ready to transition into advising, or a service orientated Financial Adviser, keen to work in an environment where relationships and s click apply for full job details
Town Planner Oxfordshire (Hybrid Working Available) Independent Planning & Development Consultancy Are you a motivated Town Planner looking to develop your career in a supportive, specialist consultancy environment? We're working with a highly respected independent planning consultancy to recruit a Town Planner into their Oxfordshire-based team. This is an excellent opportunity to join a close-knit, expert-led practice known for delivering high-quality planning advice across residential, heritage, and rural development projects. The Opportunity You'll be joining a collaborative team with a strong reputation for navigating complex planning challenges. The role offers hands-on involvement across a wide range of projects, giving you the chance to build your experience and progress your career in a dynamic and flexible environment. This is ideal for someone who wants: Greater project ownership and client exposure A varied workload across residential and rural schemes Mentorship from experienced planning professionals A clear path toward MRTPI chartership (if not already achieved) Key Responsibilities Preparing and submitting planning applications and appeals Supporting on a wide range of development projects Conducting site appraisals and planning research Drafting planning statements and reports Liaising with clients, local authorities, and consultants Supporting senior team members on complex projects About You Degree qualified in Town Planning or related discipline Working towards MRTPI or recently chartered Experience in a consultancy or local authority environment Strong report writing and communication skills Enthusiastic, proactive, and keen to develop professionally The Company Our client is a boutique planning consultancy with an excellent reputation for delivering clear, commercially focused planning advice. They specialise in residential development, heritage projects, and rural land promotion, and are known for their personable approach and long-term client relationships. What's on Offer Competitive salary and benefits Hybrid and flexible working Strong mentoring and professional development support Opportunity to work closely with senior decision-makers Friendly, supportive team culture Apply If you're looking to grow your planning career within a well-regarded independent consultancy, we'd love to hear from you. Apply today or get in touch for a confidential conversation.
Apr 26, 2026
Full time
Town Planner Oxfordshire (Hybrid Working Available) Independent Planning & Development Consultancy Are you a motivated Town Planner looking to develop your career in a supportive, specialist consultancy environment? We're working with a highly respected independent planning consultancy to recruit a Town Planner into their Oxfordshire-based team. This is an excellent opportunity to join a close-knit, expert-led practice known for delivering high-quality planning advice across residential, heritage, and rural development projects. The Opportunity You'll be joining a collaborative team with a strong reputation for navigating complex planning challenges. The role offers hands-on involvement across a wide range of projects, giving you the chance to build your experience and progress your career in a dynamic and flexible environment. This is ideal for someone who wants: Greater project ownership and client exposure A varied workload across residential and rural schemes Mentorship from experienced planning professionals A clear path toward MRTPI chartership (if not already achieved) Key Responsibilities Preparing and submitting planning applications and appeals Supporting on a wide range of development projects Conducting site appraisals and planning research Drafting planning statements and reports Liaising with clients, local authorities, and consultants Supporting senior team members on complex projects About You Degree qualified in Town Planning or related discipline Working towards MRTPI or recently chartered Experience in a consultancy or local authority environment Strong report writing and communication skills Enthusiastic, proactive, and keen to develop professionally The Company Our client is a boutique planning consultancy with an excellent reputation for delivering clear, commercially focused planning advice. They specialise in residential development, heritage projects, and rural land promotion, and are known for their personable approach and long-term client relationships. What's on Offer Competitive salary and benefits Hybrid and flexible working Strong mentoring and professional development support Opportunity to work closely with senior decision-makers Friendly, supportive team culture Apply If you're looking to grow your planning career within a well-regarded independent consultancy, we'd love to hear from you. Apply today or get in touch for a confidential conversation.
Senior Planner Stafford Perm/Full Time Competitive Salary, Travel Allowance + Flexible Benefits Summary We are looking for a Senior Planner to join our West Midlands part of the Engineering business to work on exciting projects coming through the pipeline. The main purpose of the role is to plan the allocated high value / complex project producing workable realistic and efficient programmes of work which meet an appropriate standards. Plans will be implemented with the best-practice approach utilising Critical Path Analysis, Resource Planning, Cost Management and Progress/Productivity Monitoring and Control. Responsibilities Key deliverables in this role are: Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for NG Bailey. In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams in order to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary. Take responsibility for all allocated projects, ensuring that progress and productivity is effectively monitored against project plan, produce and circulate clear reports to the appropriate stakeholders in a concise and timely manner (e.g. Resource Histograms, 'S' Curves, Earned Value Analysis). Maintain and update contract baseline in line with agreed contract change (eg variations). Ensure that change impacts are effectively communicated to Operations and Commercial Teams. Ensure that the inclusion of variations are communicated and integrated into project plans. In conjunction with the Planning Manager, perform Time/Risk analysis against programmes at regular intervals with the Project Manager throughout the whole project life cycle. Participate within bid activity as requested by the senior management; working in conjunction with the Business Development department, in line with the Focus Win processes. Ensure that all planning related activities are carried out in compliance with contractual obligations, internal processes and external legislation governing business operations. Requirements To be successful in this role you will have: Considerable experience in a planning role on medium to large MEP / Industrial Building Services projects is essential. Proficient with using P6 Construction site experience Experience of NEC 3 contracts (desirable) Must be able to create and own the programming from initial tender through to completion including commissioning. Benefits 25 days holiday per annum, plus bank holidays Pension with leading provider and up to 8% employer contribution Private healthcare Free 24/7 365 Employee assistance program to support mental health and wellbeing (including counselling sessions and legal advice) Discounts Personal development programme Flexible Benefits Travel allowance Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: We are one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward-thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value, and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Apr 25, 2026
Full time
Senior Planner Stafford Perm/Full Time Competitive Salary, Travel Allowance + Flexible Benefits Summary We are looking for a Senior Planner to join our West Midlands part of the Engineering business to work on exciting projects coming through the pipeline. The main purpose of the role is to plan the allocated high value / complex project producing workable realistic and efficient programmes of work which meet an appropriate standards. Plans will be implemented with the best-practice approach utilising Critical Path Analysis, Resource Planning, Cost Management and Progress/Productivity Monitoring and Control. Responsibilities Key deliverables in this role are: Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for NG Bailey. In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams in order to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary. Take responsibility for all allocated projects, ensuring that progress and productivity is effectively monitored against project plan, produce and circulate clear reports to the appropriate stakeholders in a concise and timely manner (e.g. Resource Histograms, 'S' Curves, Earned Value Analysis). Maintain and update contract baseline in line with agreed contract change (eg variations). Ensure that change impacts are effectively communicated to Operations and Commercial Teams. Ensure that the inclusion of variations are communicated and integrated into project plans. In conjunction with the Planning Manager, perform Time/Risk analysis against programmes at regular intervals with the Project Manager throughout the whole project life cycle. Participate within bid activity as requested by the senior management; working in conjunction with the Business Development department, in line with the Focus Win processes. Ensure that all planning related activities are carried out in compliance with contractual obligations, internal processes and external legislation governing business operations. Requirements To be successful in this role you will have: Considerable experience in a planning role on medium to large MEP / Industrial Building Services projects is essential. Proficient with using P6 Construction site experience Experience of NEC 3 contracts (desirable) Must be able to create and own the programming from initial tender through to completion including commissioning. Benefits 25 days holiday per annum, plus bank holidays Pension with leading provider and up to 8% employer contribution Private healthcare Free 24/7 365 Employee assistance program to support mental health and wellbeing (including counselling sessions and legal advice) Discounts Personal development programme Flexible Benefits Travel allowance Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us: We are one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward-thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value, and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years click apply for full job details
Apr 25, 2026
Full time
Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000 About Us FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years click apply for full job details
Become a Key Account Support Partner at TD SYNNEX! We're looking for a detail driven, customer focused Key Account Support professional to deliver exceptional service to some of our most important customers. You'll play a vital role in ensuring smooth order processing, accurate information flow, and seamless communication, all while helping us meet key performance targets and strengthening long term relationships.We're not here to sell you a job. We're here to invite you into a culture that values curiosity, celebrates diverse perspectives , and believes that great leadership starts with listening.If you're passionate about collaboration , building strong relationships, and delivering results with accountability and clear communication , this is your opportunity to make a real impact. Why You'll Love Working Here Here's a list of some of our perks but what really sets us apart is the way we work together. We're big on trust, transparency, and making space for moments that matter. Hybrid working. Private healthcare, matched pension, enhanced parental & family leave. "Moments that matter" paid time off (yes, even for your pet's birthday). Four Business Resource Groups supporting inclusion and belonging. Clear progression paths and benchmarked salaries. Sustainability - we're building a greener future. We've reduced energy consumption in our UK offices by 19.2% year-on-year - it's not just a goal, it's a commitment. A culture that values every voice and celebrates diverse perspectives. These values drive everything we do, they're not just posters on the wall: Own it Grow and Win Dare to Go Do the Right Thing We believe that when our values guide our actions, we build stronger teams, deeper relationships, and a future full of possibility.We're proud to be a Disability Confident employer and welcome applicants from all backgrounds . If you need adjustments during the recruitment process, just ask. What You'll Be Doing Confirm and process purchase orders accurately and within agreed SLAs, ensuring all requirements and pricing are correct. Work closely with our logistics centre to secure delivery slots and ensure customer needs are met in full. Monitor daily deliveries, confirm successful completion, and take immediate corrective action where needed. Collaborate with product marketing and vendors to gather product specifications and upload accurate information into customer portals within defined SLAs. Support Account Directors in managing and strengthening customer relationships. Partner with Merchandise Planners to support their day to day activities. Complete essential reporting, profiling, and CRM administration accurately and on time. Manage all incoming customer communication - phone, email, and system messages, with professionalism and clarity. Escalate issues promptly to ensure swift resolution. What You'll Bring We're not looking for perfection, we're looking for passion, purpose, and a commitment to delivering outstanding service. Strong planning, organisation, and attention to detail. Excellent communication skills across phone, email, and face to face interactions. A proactive mindset with professionalism and customer focus. Experience with CRM systems and SAP (advantageous). Intermediate to advanced Excel skills (desirable). Working knowledge of Microsoft Word and Outlook.If you're excited by the idea of supporting key customer relationships while contributing to a team built on trust, collaboration, and shared success, apply now and let's do great things together. Key Skills At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact. Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle. Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses. Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program. Diversity, Equity & Inclusion: It's not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities. Make the Most of our Global Organization : Network with other new co-workers within your first 30 days through our onboarding program. Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.At TD SYNNEX, we're proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you're excited about working for our company and believe you're a good fit for this role, we encourage you to apply. You may be exactly the person we're looking for!
Apr 25, 2026
Full time
Become a Key Account Support Partner at TD SYNNEX! We're looking for a detail driven, customer focused Key Account Support professional to deliver exceptional service to some of our most important customers. You'll play a vital role in ensuring smooth order processing, accurate information flow, and seamless communication, all while helping us meet key performance targets and strengthening long term relationships.We're not here to sell you a job. We're here to invite you into a culture that values curiosity, celebrates diverse perspectives , and believes that great leadership starts with listening.If you're passionate about collaboration , building strong relationships, and delivering results with accountability and clear communication , this is your opportunity to make a real impact. Why You'll Love Working Here Here's a list of some of our perks but what really sets us apart is the way we work together. We're big on trust, transparency, and making space for moments that matter. Hybrid working. Private healthcare, matched pension, enhanced parental & family leave. "Moments that matter" paid time off (yes, even for your pet's birthday). Four Business Resource Groups supporting inclusion and belonging. Clear progression paths and benchmarked salaries. Sustainability - we're building a greener future. We've reduced energy consumption in our UK offices by 19.2% year-on-year - it's not just a goal, it's a commitment. A culture that values every voice and celebrates diverse perspectives. These values drive everything we do, they're not just posters on the wall: Own it Grow and Win Dare to Go Do the Right Thing We believe that when our values guide our actions, we build stronger teams, deeper relationships, and a future full of possibility.We're proud to be a Disability Confident employer and welcome applicants from all backgrounds . If you need adjustments during the recruitment process, just ask. What You'll Be Doing Confirm and process purchase orders accurately and within agreed SLAs, ensuring all requirements and pricing are correct. Work closely with our logistics centre to secure delivery slots and ensure customer needs are met in full. Monitor daily deliveries, confirm successful completion, and take immediate corrective action where needed. Collaborate with product marketing and vendors to gather product specifications and upload accurate information into customer portals within defined SLAs. Support Account Directors in managing and strengthening customer relationships. Partner with Merchandise Planners to support their day to day activities. Complete essential reporting, profiling, and CRM administration accurately and on time. Manage all incoming customer communication - phone, email, and system messages, with professionalism and clarity. Escalate issues promptly to ensure swift resolution. What You'll Bring We're not looking for perfection, we're looking for passion, purpose, and a commitment to delivering outstanding service. Strong planning, organisation, and attention to detail. Excellent communication skills across phone, email, and face to face interactions. A proactive mindset with professionalism and customer focus. Experience with CRM systems and SAP (advantageous). Intermediate to advanced Excel skills (desirable). Working knowledge of Microsoft Word and Outlook.If you're excited by the idea of supporting key customer relationships while contributing to a team built on trust, collaboration, and shared success, apply now and let's do great things together. Key Skills At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact. Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle. Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses. Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program. Diversity, Equity & Inclusion: It's not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities. Make the Most of our Global Organization : Network with other new co-workers within your first 30 days through our onboarding program. Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.At TD SYNNEX, we're proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you're excited about working for our company and believe you're a good fit for this role, we encourage you to apply. You may be exactly the person we're looking for!
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - click apply for full job details
Apr 25, 2026
Full time
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - click apply for full job details
If you're a Project Planner with solid experience in marine maintenance, repair or overhaul, here's a contract worth paying attention to. A well-established engineering business operating one of the most significant marine facilities in the UK is looking for an experienced Project Planner to join an active team and support a busy programme of vessel projects click apply for full job details
Apr 25, 2026
Contractor
If you're a Project Planner with solid experience in marine maintenance, repair or overhaul, here's a contract worth paying attention to. A well-established engineering business operating one of the most significant marine facilities in the UK is looking for an experienced Project Planner to join an active team and support a busy programme of vessel projects click apply for full job details
An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business. This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train) click apply for full job details
Apr 25, 2026
Full time
An award-winning private Financial Planning business is in search of an experienced Paraplanner to join their thriving business. This is a fantastic opportunity to join a successful business and show off your independent thinking and desire to contribute to a business. You will attend new client meetings and work both from home and office location (easily commutable via train) click apply for full job details
Paraplanner (Wealth Management & Financial Planning) Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team. If youve also worked in the following roles, wed also like to hear from you: Financial Planning Analyst, Wealth click apply for full job details
Apr 25, 2026
Full time
Paraplanner (Wealth Management & Financial Planning) Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team. If youve also worked in the following roles, wed also like to hear from you: Financial Planning Analyst, Wealth click apply for full job details
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton click apply for full job details
Apr 25, 2026
Full time
Experienced Paraplanner Salary: £38,000 - £41,000 Nuneaton Area 3 days office, 2 days WFH 30 days holiday + bank Holidays = 38 as standard 9% Contributory Pension Scheme About the Role NJR Recruitment are working with a National firm of Chartered & Independent Financial Planners looking to recruit a skilled Paraplanner to join their team in Nuneaton click apply for full job details
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
Apr 25, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Experienced Paraplanner (Working Towards Advising) Location: Gloucestershire - Office-based initially Salary: Competitive, dependent on qualifications and experience Why Join Us? This is an excellent opportunity for an experienced Paraplanner looking to develop their career within a supportive, professional IFA environment click apply for full job details
Resource Matters Ltd
Newcastle Upon Tyne, Tyne And Wear
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 25, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 25, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Apr 25, 2026
Full time
Home Based sop location is flexible Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status click apply for full job details
Production Planner / MRP Controller Overview Were recruiting for a detail-driven Production Planner to coordinate manufacturing schedules using an MRP system, ensuring customer delivery commitments are met. This role plays a key part in aligning production, materials, and resources, working closely with internal teams across engineering, purchasing, and operations click apply for full job details
Apr 25, 2026
Full time
Production Planner / MRP Controller Overview Were recruiting for a detail-driven Production Planner to coordinate manufacturing schedules using an MRP system, ensuring customer delivery commitments are met. This role plays a key part in aligning production, materials, and resources, working closely with internal teams across engineering, purchasing, and operations click apply for full job details
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Client Service Executive Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role Working as part of our Financial Planning Client Team in the Glasgow office, you'll play a key role in delivering an outstanding, joined up service to our clients. You'll coordinate client work from start to finish, ensuring everything agreed is delivered accurately, on time and to the high standards our clients expect. It's a role where attention to detail, ownership and collaboration really matter, and where your contribution is visible and valued. This position offers an excellent foundation for a long term career in wealth management. You'll receive full training and exam support to progress towards the Diploma in Financial Planning, alongside paid study leave, helping you build both technical knowledge and professional confidence. Through close exposure to experienced colleagues and advisers, you'll develop a strong understanding of financial planning and client relationships. As your experience grows, so do your opportunities. There are clear development pathways and genuine scope to progress into paraplanning, financial planning or other specialist roles across the wider business, depending on your interests and strengths. Rathbones is committed to supporting internal progression and enabling people to grow their careers over time. Alongside your development, you'll benefit from flexible hybrid working, allowing you to split your time between home and the office. You'll also join a friendly, sociable and supportive team, with a positive culture that includes regular team lunches and a collaborative working environment. What you'll be responsible for Proactively engage with clients to update them on matters in hand (within MiFID II procedures) Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner Remind Financial Planners and schedule Annual Reviews as they fall due Coordinate work with FPs, Paraplanner and others in the delivery of service to clients Effectively manage workloads Provision of administrative support to Financial Planners Maintain client records and internal CRM systems in accordance with the firm's procedures Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II Process new business applications and supporting documentation accurately ensuring feedback is given to clients and FPs plus timescales are met Support relationships with Investment Managers, Clients, external providers and all other stakeholders Keep up with and participate in regular Model Office team communications and meetings and complete actions in a timely manner Provide similar support to other offices or teams when cover is required as decided by line manager About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Understanding and knowledge of client and Investment Managers' expectations ideal, but not essential. High standard of accuracy and attention to detail. Able to apply compliance knowledge. Time management. Ability to work with multiple Financial Planners and set and review priorities. Ability to organise self and others. Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages. A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential. Experience in similar role where the above skills were in evidence and used frequently - ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Student travel ticket loans Other voluntary benefits you can choose to suit you Social & Community Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Apr 25, 2026
Full time
At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most. We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025 Role Title: Client Service Executive Location: Glasgow Contract: Permanent Working pattern: Hybrid About the Role Working as part of our Financial Planning Client Team in the Glasgow office, you'll play a key role in delivering an outstanding, joined up service to our clients. You'll coordinate client work from start to finish, ensuring everything agreed is delivered accurately, on time and to the high standards our clients expect. It's a role where attention to detail, ownership and collaboration really matter, and where your contribution is visible and valued. This position offers an excellent foundation for a long term career in wealth management. You'll receive full training and exam support to progress towards the Diploma in Financial Planning, alongside paid study leave, helping you build both technical knowledge and professional confidence. Through close exposure to experienced colleagues and advisers, you'll develop a strong understanding of financial planning and client relationships. As your experience grows, so do your opportunities. There are clear development pathways and genuine scope to progress into paraplanning, financial planning or other specialist roles across the wider business, depending on your interests and strengths. Rathbones is committed to supporting internal progression and enabling people to grow their careers over time. Alongside your development, you'll benefit from flexible hybrid working, allowing you to split your time between home and the office. You'll also join a friendly, sociable and supportive team, with a positive culture that includes regular team lunches and a collaborative working environment. What you'll be responsible for Proactively engage with clients to update them on matters in hand (within MiFID II procedures) Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner Remind Financial Planners and schedule Annual Reviews as they fall due Coordinate work with FPs, Paraplanner and others in the delivery of service to clients Effectively manage workloads Provision of administrative support to Financial Planners Maintain client records and internal CRM systems in accordance with the firm's procedures Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II Process new business applications and supporting documentation accurately ensuring feedback is given to clients and FPs plus timescales are met Support relationships with Investment Managers, Clients, external providers and all other stakeholders Keep up with and participate in regular Model Office team communications and meetings and complete actions in a timely manner Provide similar support to other offices or teams when cover is required as decided by line manager About you If you meet some of these criteria and are excited about the role, we encourage you to apply. Understanding and knowledge of client and Investment Managers' expectations ideal, but not essential. High standard of accuracy and attention to detail. Able to apply compliance knowledge. Time management. Ability to work with multiple Financial Planners and set and review priorities. Ability to organise self and others. Competence when using Microsoft Office packages, Word (Advanced) and Excel (Intermediate) and other RFP packages. A good understanding of Financial Services administration practices. DFM knowledge would be beneficial for not essential. Experience in similar role where the above skills were in evidence and used frequently - ideal, but not essential. Our offer to you We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include: A company pension - 9% non contributory or 10% if you contribute 5% Private medical insurance - Individual on joining, family after 1 year's service Life assurance - 8 salary Company share scheme Discretionary bonus Flexible holidays - purchase up to 5 additional days Green Car Scheme Family friendly policies - enhanced family leave for parents & carers Study support - study days and funding for courses and qualifications Student travel ticket loans Other voluntary benefits you can choose to suit you Social & Community Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include: Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause and Armed Forces. The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection. Life at Rathbones We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values. We're a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need. Mission We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of. Our values shape how we work: We aim high We get it done We show we care We do the right thing We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.
Transport Planner / Coordinator Greater Manchester £28,000 - £32,000 (DOE) Monday - Thursday: 08:00 - 16:30 Friday: 08:00 - 15: days holiday + bank holidays We're working with a well-established and growing logistics operation looking to strengthen its transport team with an additional Transport Planner / Coordinator. This is a fast-paced, hands-on role where you'll play a key part in coordinating daily deliveries and collections, supporting both an internal fleet and external haulage partners. You'll be working with a mix of Curtainsider and HIAB vehicles, ensuring operations run smoothly while delivering excellent customer service. The Role: Plan and coordinate daily deliveries and collections Organise loads across internal fleet and external hauliers Manage Curtainsider and HIAB vehicle requirements Liaise with customers, drivers, and hauliers to confirm bookings and site details Maintain accurate transport records and planning data Work closely with production and supervisors to manage daily priorities Support general transport administration and operational tasks What We're Looking For: Previous experience in transport planning or logistics (preferred) Strong Excel skills - confident using spreadsheets on a daily basis Excellent communication skills across operational teams Highly organised with the ability to prioritise in a busy environment Strong attention to detail and a proactive, problem-solving mindset This is a great opportunity for someone looking for a stable role within a busy and supportive transport environment, where you can make a real impact day-to-day. Interested? Apply now or get in touch to find out more. About Cast UK Cast UK is a leading executive consultancy, providing national recruitment solutions to both clients and candidates. Specialising in Business Change & Transformation, HR, Procurement, Buying, Supply Chain, and Logistics, each member of our specialist team has a professional background specific to their recruiting sector. With this unique insight and knowledge, our consultants are able to place individuals from trainee through to main board. For more information on Cast UK and a complete list of all of our current vacancies, please visit
Apr 25, 2026
Full time
Transport Planner / Coordinator Greater Manchester £28,000 - £32,000 (DOE) Monday - Thursday: 08:00 - 16:30 Friday: 08:00 - 15: days holiday + bank holidays We're working with a well-established and growing logistics operation looking to strengthen its transport team with an additional Transport Planner / Coordinator. This is a fast-paced, hands-on role where you'll play a key part in coordinating daily deliveries and collections, supporting both an internal fleet and external haulage partners. You'll be working with a mix of Curtainsider and HIAB vehicles, ensuring operations run smoothly while delivering excellent customer service. The Role: Plan and coordinate daily deliveries and collections Organise loads across internal fleet and external hauliers Manage Curtainsider and HIAB vehicle requirements Liaise with customers, drivers, and hauliers to confirm bookings and site details Maintain accurate transport records and planning data Work closely with production and supervisors to manage daily priorities Support general transport administration and operational tasks What We're Looking For: Previous experience in transport planning or logistics (preferred) Strong Excel skills - confident using spreadsheets on a daily basis Excellent communication skills across operational teams Highly organised with the ability to prioritise in a busy environment Strong attention to detail and a proactive, problem-solving mindset This is a great opportunity for someone looking for a stable role within a busy and supportive transport environment, where you can make a real impact day-to-day. Interested? Apply now or get in touch to find out more. About Cast UK Cast UK is a leading executive consultancy, providing national recruitment solutions to both clients and candidates. Specialising in Business Change & Transformation, HR, Procurement, Buying, Supply Chain, and Logistics, each member of our specialist team has a professional background specific to their recruiting sector. With this unique insight and knowledge, our consultants are able to place individuals from trainee through to main board. For more information on Cast UK and a complete list of all of our current vacancies, please visit
This role has a starting salary of £33,553 per annum, for working 36 hours per week. We are looking for two Planning Officers to join our friendly Development Management Team, which deals with planning applications relating to Minerals and Waste development, and the County Council's own development. If you are interested in land use planning, how it can shape our environment and facilitate good quality development, this could be the perfect next step. We are particularly keen to encourage applicants who may be at the start of their career in planning, and are looking for somewhere to develop their skills, knowledge and experience. This is a Professional Development Programme (PDP) position in our Environment and Planning directorate. The position provides a formal career development opportunity supported by a comprehensive training and development offer. This position has a grade span ranging between PS7 - PS9 (£33,552 - £45,135) which you will have the opportunity to progress through. The role is suitable for entry-level candidates with a relevant degree or candidates with some experience working in a related field. Our Offer to You: A structured Professional Development Programme (PDP), including opportunities to gain new skills, experience and a planning qualification accredited by the Royal Town Planning Institute 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a tangible difference to Surrey's environment and communities About the Role Our team sits within the Council's Place directorate and is responsible for delivering Surrey County Council's statutory planning function as Minerals and Waste Planning Authority and in relation to the County Council's own development (under Regulation 3). We pride ourselves on providing an efficient and professional service to applicants, as well as assisting in the delivery of development which the County Council needs to provide and improve its services. As a Planning Officer, you will form part of the team dealing with pre-application advice requests and the determination of all types of planning application across the Minerals and Waste, and Regulation 3 (County Council development) functions. The role will involve: Managing a caseload of requests for pre-application advice and planning applications Carrying out site visits across the County Liaising with applicants Engaging stakeholders such as consultees, elected Councillors and those making representations on planning applications Drafting reports and making recommendations Participating in Planning and Regulatory Committee as required Assisting other Planning Officers on complex applications as required Although you will not have line management responsibilities, you will be encouraged to take ownership of your workload, manage your time effectively, and actively pursue your own professional development. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align withour behaviours: A good working knowledge of land use planning in England and an ambition to develop a career as a planner The ability to work both collaboratively and independently as required, planning and managing your workload and adapting to shifting priorities in a dynamic environment Excellent communication skills, with the ability to convey information clearly, concisely, and respectfully, both verbally and in writing Ability to work inclusively with a diverse range of stakeholders to analyse, interpret and evaluate relevant data and the resolution of issues to support decision making Surrey has both urban and rural areas and workers will be expected to have a valid driving licence to drive in the UK and access to a vehicle and be willing to travel across a wide geographical area. Reasonable adjustments where needed will be made for successful applicants who have a disability or long-term health condition to enable them to fulfil the requirements of the job. To apply, we request that you submit a CV and you will be asked the following 4 questions: What has motivated you to apply for the role of Planning Officer? (150 words) What relevant experience or transferable skills could you bring to this role? (200 words) What do you think the key challenges are that Planning Officers are likely to face and how do you think you would manage them? (200 words) Describe a time you had to work towards simultaneous deadlines. Please explain how you organised yourself and what you learnt from this experience (200 words) Please explain how you organised yourself and what you learnt from this experience (200 words) The job advert closes at 23:59 on 10/05/2026 with interviews to follow. This post has been designated as a politically restricted post in accordance with the Local Government and Housing Act 1989. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
Apr 25, 2026
Full time
This role has a starting salary of £33,553 per annum, for working 36 hours per week. We are looking for two Planning Officers to join our friendly Development Management Team, which deals with planning applications relating to Minerals and Waste development, and the County Council's own development. If you are interested in land use planning, how it can shape our environment and facilitate good quality development, this could be the perfect next step. We are particularly keen to encourage applicants who may be at the start of their career in planning, and are looking for somewhere to develop their skills, knowledge and experience. This is a Professional Development Programme (PDP) position in our Environment and Planning directorate. The position provides a formal career development opportunity supported by a comprehensive training and development offer. This position has a grade span ranging between PS7 - PS9 (£33,552 - £45,135) which you will have the opportunity to progress through. The role is suitable for entry-level candidates with a relevant degree or candidates with some experience working in a related field. Our Offer to You: A structured Professional Development Programme (PDP), including opportunities to gain new skills, experience and a planning qualification accredited by the Royal Town Planning Institute 26 days' holiday, rising to 28 days after 2 years' service and 31 days after 5 years' service Option to buy up to 10 days of additional annual leave A generous local government salary related pension Up to 5 days of carer's leave and 2 paid volunteering days per year Paternity, adoption and dependents leave An Employee Assistance Programme (EAP) to support health and wellbeing Learning and development hub where you can access a wealth of resources Wellbeing and lifestyle discounts including gym, travel, and shopping A chance to make a tangible difference to Surrey's environment and communities About the Role Our team sits within the Council's Place directorate and is responsible for delivering Surrey County Council's statutory planning function as Minerals and Waste Planning Authority and in relation to the County Council's own development (under Regulation 3). We pride ourselves on providing an efficient and professional service to applicants, as well as assisting in the delivery of development which the County Council needs to provide and improve its services. As a Planning Officer, you will form part of the team dealing with pre-application advice requests and the determination of all types of planning application across the Minerals and Waste, and Regulation 3 (County Council development) functions. The role will involve: Managing a caseload of requests for pre-application advice and planning applications Carrying out site visits across the County Liaising with applicants Engaging stakeholders such as consultees, elected Councillors and those making representations on planning applications Drafting reports and making recommendations Participating in Planning and Regulatory Committee as required Assisting other Planning Officers on complex applications as required Although you will not have line management responsibilities, you will be encouraged to take ownership of your workload, manage your time effectively, and actively pursue your own professional development. Your Application In order to be considered for shortlisting, your application will clearly evidence the following skills and align withour behaviours: A good working knowledge of land use planning in England and an ambition to develop a career as a planner The ability to work both collaboratively and independently as required, planning and managing your workload and adapting to shifting priorities in a dynamic environment Excellent communication skills, with the ability to convey information clearly, concisely, and respectfully, both verbally and in writing Ability to work inclusively with a diverse range of stakeholders to analyse, interpret and evaluate relevant data and the resolution of issues to support decision making Surrey has both urban and rural areas and workers will be expected to have a valid driving licence to drive in the UK and access to a vehicle and be willing to travel across a wide geographical area. Reasonable adjustments where needed will be made for successful applicants who have a disability or long-term health condition to enable them to fulfil the requirements of the job. To apply, we request that you submit a CV and you will be asked the following 4 questions: What has motivated you to apply for the role of Planning Officer? (150 words) What relevant experience or transferable skills could you bring to this role? (200 words) What do you think the key challenges are that Planning Officers are likely to face and how do you think you would manage them? (200 words) Describe a time you had to work towards simultaneous deadlines. Please explain how you organised yourself and what you learnt from this experience (200 words) Please explain how you organised yourself and what you learnt from this experience (200 words) The job advert closes at 23:59 on 10/05/2026 with interviews to follow. This post has been designated as a politically restricted post in accordance with the Local Government and Housing Act 1989. Local Government Reorganisation (LGR) Surrey County Council is undergoing Local Government Reorganisation, moving from a two-tier system to two new unitary councils in April 2027. If you are employed by Surrey on 1st April 2027, your role will transfer with current terms and conditions to one of the new organisations, supporting local devolution and greater powers for our communities. Join our dynamic team and shape the future of local government. Make a lasting impact with innovative solutions and improved services for our community. Help us build a brighter future for our residents! Our Commitment We are a disability confident employer which means if you have shared a disability on your application form and have evidenced you meet the minimum criteria, we guarantee you an interview. Your skills and experience truly matter to us. From application to your first day, we're committed to supporting you with any adjustments you need, we value inclusion and warmly welcome you to join and help build a workplace where everyone belongs.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Apr 25, 2026
Full time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities : • Analyse client information from Fact Finds, existing records and meeting notes • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning • Support advisers ahead of client meetings/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members of the team to ensure timely business processing and submission • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards • Maintain relationships with product and service providers • Active involvement within the In-house Investment Committee Requirements : • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) • Experience as a Paraplanner • Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT What we offer: • Salary up to £50,000 (dependent upon experience) • 25 days holiday plus bank holidays • Pension • Discretionary annual bonus • Death in service cover • Support with career development and qualifications • Sociable and professional office environment • Free parking Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
