BGS Intelligent Door Solutions Ltd
Andover, Hampshire
Hours of work: Monday - Thursday 8am-4pm Friday 8am-3:30pm Overview of the Company: Novoferm have the privilege to be Europe's largest system supplier of garage doors, doors, frames and door operators. Our teams are made up of over 3,000 members who between them serve private, trade and industrial customers. Since 1955 our policy to deliver quality over quantity is ingrained at the heart of our company, something fully represented by our values and endorsed withISO9001 accreditation. Since 2003 Novoferm has been a proud part of the Japanese Sanwa family of companies. Main purpose of the role: To work as part of a regional team in a field-based role to repair, service & install a full range of industrial & commercial doors, gates, barriers and loading bay equipment on our clients industrial, commercial, educational and residential properties. Scope of the role: To liaise directly with the Depot Supervisor/Co-ordinator and Depot Manager who will provide guidance on daily activities in order to allow you to complete your core duties. You will be assigned to one specific region with a designated geographical area where the bulk of all works will take place but there may be times you will be required to work elsewhere in the country or travel to other locations to complete training / requalification. Primary Objectives: Weekly Vehicle Inspections Repair, Service & Installations of Product Offering Completion of Job-Related Forms Dynamic Risk Assessments Risk Assessment Method Statements (RAMS) Adhering to Quality Management Systems (QMS) Supporting Depot & Depot Team & Regional Team Out of Hours Rota Attend Health & Safety Meetings Maximising Sales Opportunities Internal Team Communication Carrying Out Customer Surveys Completion of Timesheets Mentor to Trainee Engineers Identify Hazards on Customer Sites Van Stock Management Internal Team Communication Obtaining Materials / Goods / Equipment Quotes Project Walkthroughs with Surveyors Primary measures of effectiveness First time fix rate Completion of on-site quotations Accurately completing paperwork to enable invoicing or completion of quotations Happy / contented customer base Secondary objectives Continue to gain knowledge through suitable / available training or hands on, practical experience to enable continued growth as an engineer and enhance the portfolio of products you can work on. Qualifications - Skills - Experience required for the role Certified Electrician (Essential) Computer Literate Well Organised / Good Housekeeping Good & Clear Communicator Team Player Work on own initiative Strong Planner Strong People Skills Flexible Drivers' License Innovators Company Values As a business, we recognise the importance of tailoring our decisions and actions around our company values and we are looking for an individual who can demonstrates these. PROTECTING PEOPLE We pride ourselves on having an impeccable safety culture. We constantly strive to improve our practices, in order to protect all personnel. We actively encourage reporting of near misses, assisting in the prevention of future accidents. CUSTOMER FIRST Our customer's success is our goal. We work for and with them to identify and deliver solutions that exceed expectations. We stay with them for the total life cycle of our products and services and ensure the safety of end-users and our people MOVING FORWARD We are energised by the drive for continuous improvement. We anticipate and adapt to changing requirements and constantly seek ways to work smarter. We welcome new ideas with an open mind. PERFORMANCE PROMISE We keep our promises. We drive new ideas to realisation with speed and an obsession for customer-driven quality. We thrive on challenges and take pride in our "can do" attitude. TOGETHERNESS & TRUST We can win only by working together. We encourage participation, and we share information and ideas. We trust and respect each other and recognise good performance. Our behaviour is characterised by the highest ethical standards The above details are non-exhaustive and therefore the post-holder should be prepared to be allocated additional reasonable tasks and responsibilities, within the realms of their knowledge, skills and experience. Job Types: Full-time, Permanent Pay: From £14.00 per hour Benefits: Company pension Cycle to work scheme Employee discount Health & wellbeing programme Referral programme Work authorisation: United Kingdom (required) Work Location: In person
Mar 22, 2026
Full time
Hours of work: Monday - Thursday 8am-4pm Friday 8am-3:30pm Overview of the Company: Novoferm have the privilege to be Europe's largest system supplier of garage doors, doors, frames and door operators. Our teams are made up of over 3,000 members who between them serve private, trade and industrial customers. Since 1955 our policy to deliver quality over quantity is ingrained at the heart of our company, something fully represented by our values and endorsed withISO9001 accreditation. Since 2003 Novoferm has been a proud part of the Japanese Sanwa family of companies. Main purpose of the role: To work as part of a regional team in a field-based role to repair, service & install a full range of industrial & commercial doors, gates, barriers and loading bay equipment on our clients industrial, commercial, educational and residential properties. Scope of the role: To liaise directly with the Depot Supervisor/Co-ordinator and Depot Manager who will provide guidance on daily activities in order to allow you to complete your core duties. You will be assigned to one specific region with a designated geographical area where the bulk of all works will take place but there may be times you will be required to work elsewhere in the country or travel to other locations to complete training / requalification. Primary Objectives: Weekly Vehicle Inspections Repair, Service & Installations of Product Offering Completion of Job-Related Forms Dynamic Risk Assessments Risk Assessment Method Statements (RAMS) Adhering to Quality Management Systems (QMS) Supporting Depot & Depot Team & Regional Team Out of Hours Rota Attend Health & Safety Meetings Maximising Sales Opportunities Internal Team Communication Carrying Out Customer Surveys Completion of Timesheets Mentor to Trainee Engineers Identify Hazards on Customer Sites Van Stock Management Internal Team Communication Obtaining Materials / Goods / Equipment Quotes Project Walkthroughs with Surveyors Primary measures of effectiveness First time fix rate Completion of on-site quotations Accurately completing paperwork to enable invoicing or completion of quotations Happy / contented customer base Secondary objectives Continue to gain knowledge through suitable / available training or hands on, practical experience to enable continued growth as an engineer and enhance the portfolio of products you can work on. Qualifications - Skills - Experience required for the role Certified Electrician (Essential) Computer Literate Well Organised / Good Housekeeping Good & Clear Communicator Team Player Work on own initiative Strong Planner Strong People Skills Flexible Drivers' License Innovators Company Values As a business, we recognise the importance of tailoring our decisions and actions around our company values and we are looking for an individual who can demonstrates these. PROTECTING PEOPLE We pride ourselves on having an impeccable safety culture. We constantly strive to improve our practices, in order to protect all personnel. We actively encourage reporting of near misses, assisting in the prevention of future accidents. CUSTOMER FIRST Our customer's success is our goal. We work for and with them to identify and deliver solutions that exceed expectations. We stay with them for the total life cycle of our products and services and ensure the safety of end-users and our people MOVING FORWARD We are energised by the drive for continuous improvement. We anticipate and adapt to changing requirements and constantly seek ways to work smarter. We welcome new ideas with an open mind. PERFORMANCE PROMISE We keep our promises. We drive new ideas to realisation with speed and an obsession for customer-driven quality. We thrive on challenges and take pride in our "can do" attitude. TOGETHERNESS & TRUST We can win only by working together. We encourage participation, and we share information and ideas. We trust and respect each other and recognise good performance. Our behaviour is characterised by the highest ethical standards The above details are non-exhaustive and therefore the post-holder should be prepared to be allocated additional reasonable tasks and responsibilities, within the realms of their knowledge, skills and experience. Job Types: Full-time, Permanent Pay: From £14.00 per hour Benefits: Company pension Cycle to work scheme Employee discount Health & wellbeing programme Referral programme Work authorisation: United Kingdom (required) Work Location: In person
Paraplanner (IFA) - Cardiff Salary: £40,000 - £45,000 + Benefits We're working with a well-established and growing financial planning firm in Cardiff that is looking to appoint an experienced Paraplanner to support its team of advisers. This is a fantastic opportunity for someone who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality client outcomes. The Role You will work closely with Financial Advisers to provide full paraplanning support across the advice process. This includes research, report writing, and ensuring all recommendations are compliant and aligned with client objectives. Key responsibilities include: Preparing suitability reports across pensions, investments, and protection Conducting detailed research using industry platforms and tools Analysing client information and assisting in formulating recommendations Supporting advisers with technical queries and case preparation Ensuring all work meets FCA and internal compliance standards Liaising with providers and internal teams to progress cases efficiently What We're Looking For Minimum 2 years' paraplanning experience within an IFA environment Experience working in an external paraplanning or outsourced support function Level 4 Diploma in Financial Planning (minimum requirement) Strong technical knowledge across pensions and investments Excellent report writing and analytical skills High attention to detail and ability to manage multiple cases What's on Offer Salary between £40,000 - £45,000 (depending on experience) Free on-site parking Supportive and collaborative team environment Opportunity to further develop technical expertise Stable and growing business with a strong reputation This is a great opportunity for a paraplanner who enjoys technical work and wants to be part of a firm that values quality, professionalism, and long-term relationships. If you'd like to find out more, apply today or get in touch for a confidential conversation.
Mar 22, 2026
Full time
Paraplanner (IFA) - Cardiff Salary: £40,000 - £45,000 + Benefits We're working with a well-established and growing financial planning firm in Cardiff that is looking to appoint an experienced Paraplanner to support its team of advisers. This is a fantastic opportunity for someone who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality client outcomes. The Role You will work closely with Financial Advisers to provide full paraplanning support across the advice process. This includes research, report writing, and ensuring all recommendations are compliant and aligned with client objectives. Key responsibilities include: Preparing suitability reports across pensions, investments, and protection Conducting detailed research using industry platforms and tools Analysing client information and assisting in formulating recommendations Supporting advisers with technical queries and case preparation Ensuring all work meets FCA and internal compliance standards Liaising with providers and internal teams to progress cases efficiently What We're Looking For Minimum 2 years' paraplanning experience within an IFA environment Experience working in an external paraplanning or outsourced support function Level 4 Diploma in Financial Planning (minimum requirement) Strong technical knowledge across pensions and investments Excellent report writing and analytical skills High attention to detail and ability to manage multiple cases What's on Offer Salary between £40,000 - £45,000 (depending on experience) Free on-site parking Supportive and collaborative team environment Opportunity to further develop technical expertise Stable and growing business with a strong reputation This is a great opportunity for a paraplanner who enjoys technical work and wants to be part of a firm that values quality, professionalism, and long-term relationships. If you'd like to find out more, apply today or get in touch for a confidential conversation.
Our client is seeking a detail-oriented and commercially aware Demand Planner to join their team. In this role, you will be responsible for driving accurate demand planning and production scheduling to support the achievement of key organisational KPIs. You will play a critical role in ensuring customer requirements are met by developing clear, effective production plans for departments, enabling efficient operations and on-time delivery. Key Responsibilities for a Demand Planner: Create Weekly dispatch plans working with Customer Service/Warehouse. Demand Planning/Production Scheduling. Liaise with customer service teams to understand customer requirements. Sales/Operations/Supply Chain Reporting. Prepare works order for production runs. Key skills for a Demand Planner: Minimum 2 -3 years demand planning. Experience in using SAP. IT skills - MS Office. Experience in manufacturing processes. Key Benefits for a Demand Planner: 25 days annual leave + bank holidays. Closed during Christmas and New year. Life assurance and pension scheme. Wellbeing and healthy living programme. Financial and legal wellbeing programme. Occupational health nurse and eye tests. Discount platform. If you have the required experience and are looking for an opportunity within a company that will add value to you, then please apply now!
Mar 22, 2026
Full time
Our client is seeking a detail-oriented and commercially aware Demand Planner to join their team. In this role, you will be responsible for driving accurate demand planning and production scheduling to support the achievement of key organisational KPIs. You will play a critical role in ensuring customer requirements are met by developing clear, effective production plans for departments, enabling efficient operations and on-time delivery. Key Responsibilities for a Demand Planner: Create Weekly dispatch plans working with Customer Service/Warehouse. Demand Planning/Production Scheduling. Liaise with customer service teams to understand customer requirements. Sales/Operations/Supply Chain Reporting. Prepare works order for production runs. Key skills for a Demand Planner: Minimum 2 -3 years demand planning. Experience in using SAP. IT skills - MS Office. Experience in manufacturing processes. Key Benefits for a Demand Planner: 25 days annual leave + bank holidays. Closed during Christmas and New year. Life assurance and pension scheme. Wellbeing and healthy living programme. Financial and legal wellbeing programme. Occupational health nurse and eye tests. Discount platform. If you have the required experience and are looking for an opportunity within a company that will add value to you, then please apply now!
The Planner Jobs Redactive Publishing Limited
Esher, Surrey
A recruitment agency in the planning sector is seeking a Qualified Town Planner for a DM Planning Officer role focused on householder applications in the Surrey area. The position offers £40 per hour and an initial three-month contract, requiring two office days each week and site visits. Candidates must have experience with Local Authority DM Planning Teams and relevant qualifications. This role provides a great opportunity to engage in various planning projects and flexible work arrangements may be possible.
Mar 22, 2026
Full time
A recruitment agency in the planning sector is seeking a Qualified Town Planner for a DM Planning Officer role focused on householder applications in the Surrey area. The position offers £40 per hour and an initial three-month contract, requiring two office days each week and site visits. Candidates must have experience with Local Authority DM Planning Teams and relevant qualifications. This role provides a great opportunity to engage in various planning projects and flexible work arrangements may be possible.
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. Purpose of the role We are looking to hire a T&C manager to develop Trainee Financial Planners in the region to reach competent adviser status (CAS), competency assessment of Financial Planners that join Titan Wealth Planning via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Ensuring compliance with relevant legislation and procedures. Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a collegiate relationship with both advisers and support staff to foster a positive approach to competence across the company. Responsibilities To act as first line Supervisor to Financial Planners of varying experience, based in varying locations. Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme. Deliver new entrant training and other training interventions as required. Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond. Undertake Role Plays, Live Observations and Competency Assessments as required, and provide feedback to Planners. Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners. Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required. Ensure own ongoing competency. Promote and display the client-centric culture of the business. Proactively share best practice. Experience, skills and key requirements. Critical Skills and Experience required Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach. Experience of providing effective Coaching. Working knowledge of relevant FCA rules. A solid understanding of complaints procedures. A good understanding of other relevant legislation, including that related to financial crime and GDPR. An strong understanding of updating policies and procedures. An in depth understanding of Training & Competency. Working knowledge of and be competent with Microsoft Applications Essential Qualifications Essential: Qualified to at least QCF Level 4 or equivalent qualification AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable). Key Interfaces (Internal and External) Financial Planners Group Compliance Regional Manager Internal teams Other information Travel required for team meetings/face to face adviser meetings Key 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 - Lunch and snacks provided in the Bristol office. - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Mar 22, 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. Purpose of the role We are looking to hire a T&C manager to develop Trainee Financial Planners in the region to reach competent adviser status (CAS), competency assessment of Financial Planners that join Titan Wealth Planning via acquisitions and the monitoring of ongoing competency of CAS Planners under your supervision. Ensuring compliance with relevant legislation and procedures. Assisting the operation of effective systems and controls to mitigate business risks and to ensure compliance with the regulatory system. Helping to maintain a collegiate relationship with both advisers and support staff to foster a positive approach to competence across the company. Responsibilities To act as first line Supervisor to Financial Planners of varying experience, based in varying locations. Ensure that Financial Planners within your span of control are supervised in accordance with the Group T&C Scheme. Deliver new entrant training and other training interventions as required. Work closely with the Training & Development Team to fulfil the objectives of each Trainee through to CAS and beyond. Undertake Role Plays, Live Observations and Competency Assessments as required, and provide feedback to Planners. Assessment of KPIs to identify development areas, agree CPD and deliver appropriate coaching and training to support and help develop Planners. Assist Group Compliance with ensuring that training material is kept up to date and with the development of new material as required. Ensure own ongoing competency. Promote and display the client-centric culture of the business. Proactively share best practice. Experience, skills and key requirements. Critical Skills and Experience required Current experience working in a Training & Competence role within the Financial Services sector supervising Financial Planners in all areas (Pensions, Investments and Protection) with a deep understanding of Financial Planning and a client centric approach. Experience of providing effective Coaching. Working knowledge of relevant FCA rules. A solid understanding of complaints procedures. A good understanding of other relevant legislation, including that related to financial crime and GDPR. An strong understanding of updating policies and procedures. An in depth understanding of Training & Competency. Working knowledge of and be competent with Microsoft Applications Essential Qualifications Essential: Qualified to at least QCF Level 4 or equivalent qualification AF7, CF8 and ER1 preferred but not essential. (H15, JO7 or AF6 are desirable). Key Interfaces (Internal and External) Financial Planners Group Compliance Regional Manager Internal teams Other information Travel required for team meetings/face to face adviser meetings Key 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 - Lunch and snacks provided in the Bristol office. - And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.
Mar 22, 2026
Full time
A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Bristol. This is an excellent opportunity for someone with financial services administration experience who wants to develop their career within a modern, high-growth firm with the stability of strong financial backing. You will play a key role supporting Financial Advisers and Paraplanners, helping deliver a first-class service to clients, while ensuring the advice process runs smoothly and efficiently. The role offers hybrid working, 3 days in the office, 2 from home and the opportunity to join a collaborative, supportive team where development and career progression are actively encouraged. The Role Working closely with Financial Advisers, you will provide comprehensive administrative support to ensure client reviews, recommendations and new business submissions are completed efficiently and in line with regulatory requirements. You will be responsible for maintaining accurate client records, preparing documentation for client meetings and liaising with providers to obtain key information. This is a varied and important role that sits at the heart of the client advice process, offering exposure to multiple aspects of financial planning and wealth management. Key Responsibilities Preparing advisers for client review meetings by ensuring all client and plan information is up to date Liaising with providers to obtain policy and plan information and updating internal systems Producing client valuation reports and review documentation Preparing meeting packs including research, key documents and supporting information Supporting advisers with new business submissions and case processing Liaising with providers to obtain and chase required information Handling client and provider enquiries via phone and email Maintaining accurate client records and documentation Working collaboratively with advisers and support teams to ensure an excellent client experience What We're Looking For At least 12 months' experience in an IFA administration or Financial Services support role Understanding of the financial advice process Good product knowledge of pensions, investments and protection Strong organisational skills and attention to detail Excellent communication skills, both written and verbal Comfortable working with internal systems and financial platforms A proactive attitude with a genuine interest in developing within financial services Why Join? This is a fantastic opportunity to join a dynamic team, where employees are supported, valued and encouraged to progress. Benefits include: Competitive salary Hybrid working, 3 days office & 2 days home Private medical insurance Private pension 25 days holiday plus option to buy additional days Discretionary performance bonus Life assurance and health cash plan Employee Assistance Additional flexible benefits This role would suit an IFA Administrator looking to join a progressive, well known national business, where your knowledge base whilst being part of a supportive team with long-term career prospects. Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded. Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates. Please apply to us here at Recruit Wealth for an immediate response.
An established and growing wealth management business is looking to appoint an Associate Wealth Planner to join its Cambridge-based Wealth Planning team. This role is ideally suited to an experienced Paraplanner who is looking for a structured and supported pathway into an advisory position over time. The role combines paraplanning, client support and entry-level planning responsibilities, working closely alongside a Senior Planner. The Role The Associate Wealth Planner role is designed as an interim step toward becoming a fully-fledged Financial Planner, subject to development, competence and qualifications. Responsibilities will include: Working closely with a Senior Planner to support client relationships and ongoing servicing Delivering less complex advice (e.g. annual reviews, ISAs and pension top-ups) once authorised and appropriately certificated Undertaking detailed technical research to support holistic advice across investments, pensions, protection and tax planning Preparing suitability reports and client communications that are clear, fair and not misleading Producing cashflow modelling and calculations to support client recommendations Identifying potential future advice needs and raising these with the Planner Supporting paraplanning activity across the wider team where required Assisting with wealth planning administration including new business processing, client onboarding, valuations, XPlan updates and general client queries Ensuring all work is completed in line with FCA, SMCR, T&C and internal regulatory standards Alongside technical delivery, the role supports the development of client relationship skills, commercial awareness and a future advisory mindset. Candidate Profile Minimum RQF Level 4 qualified (CII or equivalent) 3-5 years' paraplanning experience Strong technical knowledge of FCA-regulated financial planning advice Experience producing suitability reports, research and cashflow modelling Confident working closely with advisers and supporting good client outcomes Keen to progress into an advisory role within a structured T&C framework Full support is provided toward Level 6 / Chartered status, subject to development and performance. Package & Benefits Salary £45,000-£60,000 (depending on experience) Bonus and excellent benefits package Hybrid working following probation Clear progression pathway into an Advisory role or senior wealth planning positions This is an excellent opportunity for a capable and ambitious Paraplanner looking to take the next step toward advice within a growing, well-supported wealth planning environment.
Mar 22, 2026
Full time
An established and growing wealth management business is looking to appoint an Associate Wealth Planner to join its Cambridge-based Wealth Planning team. This role is ideally suited to an experienced Paraplanner who is looking for a structured and supported pathway into an advisory position over time. The role combines paraplanning, client support and entry-level planning responsibilities, working closely alongside a Senior Planner. The Role The Associate Wealth Planner role is designed as an interim step toward becoming a fully-fledged Financial Planner, subject to development, competence and qualifications. Responsibilities will include: Working closely with a Senior Planner to support client relationships and ongoing servicing Delivering less complex advice (e.g. annual reviews, ISAs and pension top-ups) once authorised and appropriately certificated Undertaking detailed technical research to support holistic advice across investments, pensions, protection and tax planning Preparing suitability reports and client communications that are clear, fair and not misleading Producing cashflow modelling and calculations to support client recommendations Identifying potential future advice needs and raising these with the Planner Supporting paraplanning activity across the wider team where required Assisting with wealth planning administration including new business processing, client onboarding, valuations, XPlan updates and general client queries Ensuring all work is completed in line with FCA, SMCR, T&C and internal regulatory standards Alongside technical delivery, the role supports the development of client relationship skills, commercial awareness and a future advisory mindset. Candidate Profile Minimum RQF Level 4 qualified (CII or equivalent) 3-5 years' paraplanning experience Strong technical knowledge of FCA-regulated financial planning advice Experience producing suitability reports, research and cashflow modelling Confident working closely with advisers and supporting good client outcomes Keen to progress into an advisory role within a structured T&C framework Full support is provided toward Level 6 / Chartered status, subject to development and performance. Package & Benefits Salary £45,000-£60,000 (depending on experience) Bonus and excellent benefits package Hybrid working following probation Clear progression pathway into an Advisory role or senior wealth planning positions This is an excellent opportunity for a capable and ambitious Paraplanner looking to take the next step toward advice within a growing, well-supported wealth planning environment.
A well-established and highly regarded Wealth Management organisation is currently expanding its Financial Planning offering and is looking to recruit a Wealth Planning Assistant to join its team based in Cambridge. The business is undergoing a period of significant growth following recent acquisitions and continued investment in its UK Wealth Planning capability. This represents an excellent opportunity to join a professional, forward-thinking firm with strong long-term career prospects. The role: You will provide administrative and client support to Wealth Planners, helping to ensure the smooth delivery of high-quality Wealth Planning services and excellent client outcomes. Key responsibilities include: Providing administrative and client support to Wealth Planners Supporting the end-to-end Wealth Planning process, including client onboarding, CDD and new business processing Acting as a key point of contact between clients, internal teams and product providers Preparing meeting packs, arranging client meetings and managing adviser diaries Attending client meetings where appropriate and completing post-meeting actions Accurately maintaining client records on XPlan and associated systems Liaising closely with paraplanning, valuations and business processing teams The environment: A growing Wealth Management firm with a strong reputation in the market A professional, collaborative and well-structured Financial Planning team Exposure to high-quality clients and established internal processes The ideal candidate: Previous experience in a Wealth Planning Assistant or Financial Services administration role Good understanding of the Wealth Planning process and financial planning products Experience using XPlan would be advantageous Strong organisational skills with excellent attention to detail A client-focused approach with strong communication skills Package & benefits: Salary up to £35,000, with some flexibility depending on experience Discretionary bonus and comprehensive benefits package (including pension, PHI and PMI) 37.5-hour working week (8:30am-5:00pm) Office-based initially during the probation period (with some flexibility at manager discretion) Hybrid working thereafter: 3 days in the office / 2 days from home This is a strong opportunity for someone looking to build a long-term career within a high-quality Wealth Management environment.
Mar 22, 2026
Full time
A well-established and highly regarded Wealth Management organisation is currently expanding its Financial Planning offering and is looking to recruit a Wealth Planning Assistant to join its team based in Cambridge. The business is undergoing a period of significant growth following recent acquisitions and continued investment in its UK Wealth Planning capability. This represents an excellent opportunity to join a professional, forward-thinking firm with strong long-term career prospects. The role: You will provide administrative and client support to Wealth Planners, helping to ensure the smooth delivery of high-quality Wealth Planning services and excellent client outcomes. Key responsibilities include: Providing administrative and client support to Wealth Planners Supporting the end-to-end Wealth Planning process, including client onboarding, CDD and new business processing Acting as a key point of contact between clients, internal teams and product providers Preparing meeting packs, arranging client meetings and managing adviser diaries Attending client meetings where appropriate and completing post-meeting actions Accurately maintaining client records on XPlan and associated systems Liaising closely with paraplanning, valuations and business processing teams The environment: A growing Wealth Management firm with a strong reputation in the market A professional, collaborative and well-structured Financial Planning team Exposure to high-quality clients and established internal processes The ideal candidate: Previous experience in a Wealth Planning Assistant or Financial Services administration role Good understanding of the Wealth Planning process and financial planning products Experience using XPlan would be advantageous Strong organisational skills with excellent attention to detail A client-focused approach with strong communication skills Package & benefits: Salary up to £35,000, with some flexibility depending on experience Discretionary bonus and comprehensive benefits package (including pension, PHI and PMI) 37.5-hour working week (8:30am-5:00pm) Office-based initially during the probation period (with some flexibility at manager discretion) Hybrid working thereafter: 3 days in the office / 2 days from home This is a strong opportunity for someone looking to build a long-term career within a high-quality Wealth Management environment.
A well-established and fast-growing financial planning firm is looking to recruit an experienced Paraplanner to join its national paraplanning function. This is an excellent opportunity for a qualified or part-qualified paraplanner seeking long-term career development within a supportive, forward-thinking environment. The role Working closely with Financial Advisers, you will play a key role in the delivery of high-quality financial advice. The position is technically focused and offers exposure across a broad range of planning areas including pensions, investments, protection, and estate planning. Key responsibilities include: Conducting detailed financial analysis and cashflow modelling Preparing suitability reports and financial planning documentation Supporting advisers with technical research and recommendations Using financial planning and back-office systems to model scenarios Ensuring all work is completed in line with FCA regulations Maintaining accurate and up-to-date client records About you Qualified or working towards the CII Level 4 Diploma Strong technical knowledge across pensions, investments, and personal tax Previous experience in a paraplanning or financial planning support role High attention to detail and strong organisational skills Confident communicator, both written and verbal Comfortable working to deadlines in a regulated environment Working pattern Hybrid working is standard across the business: 3 days in the office, 2 days from home This structure is not flexible, but offers consistency and strong team collaboration Career progression The firm is experiencing significant growth and offers clear long-term progression opportunities across multiple areas of the business. Paraplanners wishing to progress into client-facing adviser roles are typically supported into a structured pathway within the Wealth Builder Advice function, with full training and exam support provided. Package & benefits Salary circa £45,000, dependent on experience Matched pension contributions Private medical insurance Life assurance and income protection Generous holiday allowance (with increases for long service) plus birthday off Full exam, study and professional subscription support Enhanced family leave and wellbeing support Additional lifestyle benefits including cycle-to-work and electric car schemes If you're a paraplanner looking for stability, progression, and the chance to grow with a successful firm, this role offers an excellent next step.
Mar 22, 2026
Full time
A well-established and fast-growing financial planning firm is looking to recruit an experienced Paraplanner to join its national paraplanning function. This is an excellent opportunity for a qualified or part-qualified paraplanner seeking long-term career development within a supportive, forward-thinking environment. The role Working closely with Financial Advisers, you will play a key role in the delivery of high-quality financial advice. The position is technically focused and offers exposure across a broad range of planning areas including pensions, investments, protection, and estate planning. Key responsibilities include: Conducting detailed financial analysis and cashflow modelling Preparing suitability reports and financial planning documentation Supporting advisers with technical research and recommendations Using financial planning and back-office systems to model scenarios Ensuring all work is completed in line with FCA regulations Maintaining accurate and up-to-date client records About you Qualified or working towards the CII Level 4 Diploma Strong technical knowledge across pensions, investments, and personal tax Previous experience in a paraplanning or financial planning support role High attention to detail and strong organisational skills Confident communicator, both written and verbal Comfortable working to deadlines in a regulated environment Working pattern Hybrid working is standard across the business: 3 days in the office, 2 days from home This structure is not flexible, but offers consistency and strong team collaboration Career progression The firm is experiencing significant growth and offers clear long-term progression opportunities across multiple areas of the business. Paraplanners wishing to progress into client-facing adviser roles are typically supported into a structured pathway within the Wealth Builder Advice function, with full training and exam support provided. Package & benefits Salary circa £45,000, dependent on experience Matched pension contributions Private medical insurance Life assurance and income protection Generous holiday allowance (with increases for long service) plus birthday off Full exam, study and professional subscription support Enhanced family leave and wellbeing support Additional lifestyle benefits including cycle-to-work and electric car schemes If you're a paraplanner looking for stability, progression, and the chance to grow with a successful firm, this role offers an excellent next step.
Our Outlet team are both customer service experts and brilliant logistical planners. They coordinate the arrival of end-of-line designs, customer returns, and samples from our photoshoots, and then arrange the delivery of these to their new homes, all the while guiding our customers towards a choice that's just right for them click apply for full job details
Mar 22, 2026
Full time
Our Outlet team are both customer service experts and brilliant logistical planners. They coordinate the arrival of end-of-line designs, customer returns, and samples from our photoshoots, and then arrange the delivery of these to their new homes, all the while guiding our customers towards a choice that's just right for them click apply for full job details
Technical Paraplanner - Cheltenham - Up to £65,000 Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs. Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact? This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development. Salary up to £65,000 (depending on experience) Working closely with a high-performing team of Financial Advisers, you'll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning. As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million. Key responsibilities: Produce accurate and comprehensive Suitability Reports for a range of financial planning areas Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning Support Advisers in delivering bespoke solutions for complex client needs Liaise with product providers and third parties to gather accurate information Help develop and improve internal processes as the business grows What we're looking for: Level 4 Diploma in Financial Planning (or equivalent) Progression towards Chartered Financial Planner status (desirable) Experience working as a Paraplanner in a wealth management or independent financial advice (IFA) firm Strong technical knowledge in areas such as pensions, investments, tax planning, and estate planning High attention to detail and excellent communication skills About the company: This award-winning, independent Wealth Management firm has built its success on long-term relationships, exceptional client service, and technical excellence. With ambitious growth plans, a supportive team culture, and a commitment to innovation, they offer the perfect environment for an experienced Paraplanner ready to take their career to the next level. Interested? If you're an experienced Paraplanner looking for a senior, technical role in Cheltenham, apply today or contact us for a confidential discussion.
Mar 22, 2026
Full time
Technical Paraplanner - Cheltenham - Up to £65,000 Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs. Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact? This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development. Salary up to £65,000 (depending on experience) Working closely with a high-performing team of Financial Advisers, you'll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning. As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million. Key responsibilities: Produce accurate and comprehensive Suitability Reports for a range of financial planning areas Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning Support Advisers in delivering bespoke solutions for complex client needs Liaise with product providers and third parties to gather accurate information Help develop and improve internal processes as the business grows What we're looking for: Level 4 Diploma in Financial Planning (or equivalent) Progression towards Chartered Financial Planner status (desirable) Experience working as a Paraplanner in a wealth management or independent financial advice (IFA) firm Strong technical knowledge in areas such as pensions, investments, tax planning, and estate planning High attention to detail and excellent communication skills About the company: This award-winning, independent Wealth Management firm has built its success on long-term relationships, exceptional client service, and technical excellence. With ambitious growth plans, a supportive team culture, and a commitment to innovation, they offer the perfect environment for an experienced Paraplanner ready to take their career to the next level. Interested? If you're an experienced Paraplanner looking for a senior, technical role in Cheltenham, apply today or contact us for a confidential discussion.
You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems Analysis: comparing products and providers with Financial Express Analytics & Selectapension Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds Suitability Letters: Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions New Business Processing: Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion You must have experience as a Financial Services Administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 22, 2026
Full time
You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems Analysis: comparing products and providers with Financial Express Analytics & Selectapension Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds Suitability Letters: Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions New Business Processing: Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion You must have experience as a Financial Services Administrator to be successful in your application. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they want and deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice. Your responsibilities will include: Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years' experience in a Paraplanning role Strong knowledge of pensions, investments and financial planning processes DipPFS qualified or very close to being qualified and wanting to study further Experience preparing financial suitability reports and conducting research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable working with financial planning systems and research tools Professional, dependable and able to work effectively both independently and as part of a team Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support What's On Offer Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers. Benefits include: Competitive salary Hybrid working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Full support for professional exams and continuous professional development Clear progression opportunities within the financial planning team These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they want and deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice. Your responsibilities will include: Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years' experience in a Paraplanning role Strong knowledge of pensions, investments and financial planning processes DipPFS qualified or very close to being qualified and wanting to study further Experience preparing financial suitability reports and conducting research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable working with financial planning systems and research tools Professional, dependable and able to work effectively both independently and as part of a team Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support What's On Offer Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers. Benefits include: Competitive salary Hybrid working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Full support for professional exams and continuous professional development Clear progression opportunities within the financial planning team These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Belfast regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names. This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join. Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Belfast regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients. The Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service. Your responsibilities will include: Producing high quality suitability reports Conducting detailed research on financial products, providers and strategies Supporting Financial Planners with client reviews and ongoing planning needs Acting as a technical support contact for the financial planner and client queries Submitting applications to providers and managing documentation Maintaining accurate, compliant and well-presented client records Ensuring all work is completed in line with FCA and internal compliance standards About You You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Ideally you will have: Previous paraplanning experience with financial advice Diploma qualified and willing to study further Experience with Intelligent Office, highly desirable Strong analytical and research skills Excellent attention to detail and organisational ability The confidence to manage multiple priorities effectively Outstanding communication and teamwork skills Strong IT skills including Word, Excel and PowerPoint What's On Offer This business is passionate about investing in its people and supporting long-term careers within financial planning. Benefits include: 25 days holiday + bank holidays Option to purchase up to 5 additional days holiday Your birthday off Quarterly paraplanning bonus scheme Annual salary reviews Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways Staff recognition and annual awards Hybrid/flexible working Private pension Life assurance Corporate eye-care cover The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
What to know Execute innovative marketing strategy through a diverse channel mix, for leading NGOs, charities and brands. As an Associate Director in the Paid Media Team, you'll oversee the execution of digital advertising campaigns across clients ranging from leading UK and global charities and UN bodies, to global brands and their CSR programmes. You will know how to drive strong performance metrics for clients, whilst thinking holistically about the brand and how these metrics contribute to wider conversation about marketing budgets and long-term growth objectives. You will be a senior member of our media practice in London, supporting the Media Director in shaping processes and innovating our client channel mix to drive results. This may be the right role for you if you're someone who is equally strategic, creative, and analytical. Switching seamlessly from a client presentation to writing an insightful analysis of campaign performance, and rolling up your sleeves to launch advertising campaigns in new platforms are no big deal for you. You're used to spending most of your day speaking in acronyms - terms like CPA, DSP, VTR, and ROAS are a natural part of your vocabulary - and you know how to explain them to clients and colleagues. You will use your depth of experience to inform your work but also use your curiosity to keep ahead of the changing sector in order to ensure we're innovating for our clients wherever possible. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From UNHCR, AARP, and Doctors Without Borders to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds, Blue State is an independent agency in the US and London. A day in the life: Translate clients' strategic visions into media objectives and KPIs to accomplish a wide range of client objectives including direct response (lead gen and fundraising), awareness, persuasion, and advocacy. Analyse ongoing and historical performance data to identify opportunities for improvement, make strategic recommendations, and generate reporting and insights to drive optimisation. Have a strong POV on measurement, attribution, and conversion tracking, and apply that knowledge to strategic recommendations and ongoing campaign management. Participate in (and frequently lead) client-facing interactions - you'll be the subject-matter expert for the platforms you manage. Plan, build, manage, and optimise media campaigns across multiple platforms, and oversee others in the team across multiple accounts to ensure media buying is efficient, effective and compliant. Work collaboratively with other internal or external teams, including media planners, strategists, account directors, designers, and analysts, to produce campaigns, creative ideas, audience and target recommendations, and experimental designs. Be an internal and external thought leader and help keep us up to date with the latest digital media trends by maintaining relationships with media partners, and engaging in media R&D projects, writing blog posts, and participating on panels. The team As part of the Media team, you'll work closely with a cross-disciplinary group of Blue State employees on various projects. London is a small and close-knit team, where everyone has an opportunity to shape new approaches, grow and learn from their colleagues, and take advantage of a personal development fund to stretch their skills even further. You'll have the opportunity to work with some of the most inspiring charities, ambitious brands and passionate advocacy and social change campaigns. What we offer: Unlimited time off (inclusive of sick, personal and vacation days) $1,250 annual in professional development funds (local equivalent) Fully subsidised health and dental insurance for employees (subject to tax) Generous pension match via salary sacrifice Generous paid holiday schedule Parental leave policy for up to 32.5 week of coverage at full pay, inclusive of all genders and supporting a range of family structures Group Income Protection (GIP) Group Life Assurance (GLA) Optional holiday travel insurance Pre-tax season ticket loans Cycle to work (up to £2000) Remote work flexibility We approach in-office working with a hybrid model, with presence in our office required at two days per week. Some things we're looking for: 6-8 years experience in a hands-on paid media planning and buying role using a mix of digital channels (Social, Search, Display, Video, Audio, etc) Demonstrated experience translating client business goals into cohesive media strategies and specific KPIs, and a record executing campaigns that delivered on those goals. Experience working with non-profits, with fundraising and/or income objectives within paid media campaigns. Ability to effectively manage multiple clients and projects on time, within budget, and meet performance goals. High proficiency with digital advertising platforms - you've demonstrated a level of mastery of paid social, paid search, and/or programmatic trading - as well as Google Analytics and other measurement platforms Exceptional attention to detail, especially with regards to campaign setup and trafficking, QA, and reporting. Ability to adapt to new situations, solve problems on the fly, and communicate with those around you. A shared passion and curiosity for delivering change. This includes comfort with ambiguity, a restlessness that resists the status quo, and a commitment to quality that ensures we're always making progress. At Blue State, diversity is a necessity, not a nice-to-have. We encourage those from underrepresented communities - women, people of color, LGBTQIA+, immigrants, those with disabilities and people at all the intersections in between - to apply. Even if you don't think your current skill set checks every box, but this role seems to align with your strengths, we want to hear from you. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us by an email with the subject line: Accommodation Request to get started. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment .
Mar 22, 2026
Full time
What to know Execute innovative marketing strategy through a diverse channel mix, for leading NGOs, charities and brands. As an Associate Director in the Paid Media Team, you'll oversee the execution of digital advertising campaigns across clients ranging from leading UK and global charities and UN bodies, to global brands and their CSR programmes. You will know how to drive strong performance metrics for clients, whilst thinking holistically about the brand and how these metrics contribute to wider conversation about marketing budgets and long-term growth objectives. You will be a senior member of our media practice in London, supporting the Media Director in shaping processes and innovating our client channel mix to drive results. This may be the right role for you if you're someone who is equally strategic, creative, and analytical. Switching seamlessly from a client presentation to writing an insightful analysis of campaign performance, and rolling up your sleeves to launch advertising campaigns in new platforms are no big deal for you. You're used to spending most of your day speaking in acronyms - terms like CPA, DSP, VTR, and ROAS are a natural part of your vocabulary - and you know how to explain them to clients and colleagues. You will use your depth of experience to inform your work but also use your curiosity to keep ahead of the changing sector in order to ensure we're innovating for our clients wherever possible. The company Blue State is a purpose-driven agency. We partner with leading causes, brands, and campaigns and create real change. From UNHCR, AARP, and Doctors Without Borders to Amnesty International and Oxfam, we transform how brands and causes raise money, influence policy, build platforms, and grow communities of supporters. Led by the most creative and analytical minds from the political, nonprofit, and brand worlds, Blue State is an independent agency in the US and London. A day in the life: Translate clients' strategic visions into media objectives and KPIs to accomplish a wide range of client objectives including direct response (lead gen and fundraising), awareness, persuasion, and advocacy. Analyse ongoing and historical performance data to identify opportunities for improvement, make strategic recommendations, and generate reporting and insights to drive optimisation. Have a strong POV on measurement, attribution, and conversion tracking, and apply that knowledge to strategic recommendations and ongoing campaign management. Participate in (and frequently lead) client-facing interactions - you'll be the subject-matter expert for the platforms you manage. Plan, build, manage, and optimise media campaigns across multiple platforms, and oversee others in the team across multiple accounts to ensure media buying is efficient, effective and compliant. Work collaboratively with other internal or external teams, including media planners, strategists, account directors, designers, and analysts, to produce campaigns, creative ideas, audience and target recommendations, and experimental designs. Be an internal and external thought leader and help keep us up to date with the latest digital media trends by maintaining relationships with media partners, and engaging in media R&D projects, writing blog posts, and participating on panels. The team As part of the Media team, you'll work closely with a cross-disciplinary group of Blue State employees on various projects. London is a small and close-knit team, where everyone has an opportunity to shape new approaches, grow and learn from their colleagues, and take advantage of a personal development fund to stretch their skills even further. You'll have the opportunity to work with some of the most inspiring charities, ambitious brands and passionate advocacy and social change campaigns. What we offer: Unlimited time off (inclusive of sick, personal and vacation days) $1,250 annual in professional development funds (local equivalent) Fully subsidised health and dental insurance for employees (subject to tax) Generous pension match via salary sacrifice Generous paid holiday schedule Parental leave policy for up to 32.5 week of coverage at full pay, inclusive of all genders and supporting a range of family structures Group Income Protection (GIP) Group Life Assurance (GLA) Optional holiday travel insurance Pre-tax season ticket loans Cycle to work (up to £2000) Remote work flexibility We approach in-office working with a hybrid model, with presence in our office required at two days per week. Some things we're looking for: 6-8 years experience in a hands-on paid media planning and buying role using a mix of digital channels (Social, Search, Display, Video, Audio, etc) Demonstrated experience translating client business goals into cohesive media strategies and specific KPIs, and a record executing campaigns that delivered on those goals. Experience working with non-profits, with fundraising and/or income objectives within paid media campaigns. Ability to effectively manage multiple clients and projects on time, within budget, and meet performance goals. High proficiency with digital advertising platforms - you've demonstrated a level of mastery of paid social, paid search, and/or programmatic trading - as well as Google Analytics and other measurement platforms Exceptional attention to detail, especially with regards to campaign setup and trafficking, QA, and reporting. Ability to adapt to new situations, solve problems on the fly, and communicate with those around you. A shared passion and curiosity for delivering change. This includes comfort with ambiguity, a restlessness that resists the status quo, and a commitment to quality that ensures we're always making progress. At Blue State, diversity is a necessity, not a nice-to-have. We encourage those from underrepresented communities - women, people of color, LGBTQIA+, immigrants, those with disabilities and people at all the intersections in between - to apply. Even if you don't think your current skill set checks every box, but this role seems to align with your strengths, we want to hear from you. Blue State is committed to creating an inclusive and accessible application and interview process. If you would like to request a reasonable accommodation for a disability, including the use of AI tools throughout the hiring process, please contact us by an email with the subject line: Accommodation Request to get started. Your privacy is important to us. You can find out more information on how we handle your data for recruiting purposes in our Privacy Policy for Recruitment .
Job title: Associate Town Planner Location: London Salary: Competitive A fantastic opportunity has opened for an Associate Town Planner with an independent planning consultancy working across a wide range of sectors from residential, commercial, leisure and energy projects along with others. My client works on small and large scale projects operating throughout the South West, and Buckinghamshire a
Mar 22, 2026
Full time
Job title: Associate Town Planner Location: London Salary: Competitive A fantastic opportunity has opened for an Associate Town Planner with an independent planning consultancy working across a wide range of sectors from residential, commercial, leisure and energy projects along with others. My client works on small and large scale projects operating throughout the South West, and Buckinghamshire a
We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.
Mar 22, 2026
Full time
We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.
Job Title: Graduate Town Planner Town Planner Location: Romsey, Hampshire Penguin Recruitment is delighted to be supporting a well-established, privately owned housebuilder and strategic land promoter in their search for a Planning Graduate / Town Planner to join their in-house planning team based in Romsey. This is an excellent opportunity for a motivated graduate or early-career planner to gain hands-on experience across the full lifecycle of residential and mixed-use developments. Working closely with the Planning Director and Land & Development team, you will play a genuine role in securing planning consents for high-quality schemes, helping to bring forward new homes and sustainable communities across the South of England. This is a role where you won't just be preparing reports - you'll see your work translate into real projects on the ground. The Role Assisting in the preparation and submission of planning applications and appeals Supporting the promotion of strategic land through the Local Plan process Coordinating technical consultants and reviewing supporting documentation Undertaking site appraisals and planning research Engaging with local authorities and key stakeholders Supporting viability assessments and development strategy work You will gain exposure to both immediate planning applications and longer-term strategic land promotion, offering a broad and commercially focused planning experience. About You RTPI-accredited degree in Town Planning or related discipline Working towards (or keen to work towards) MRTPI chartership Strong written and verbal communication skills Organised, proactive and commercially aware Full UK driving licence preferred This position would suit either a recent graduate or a planner with up to 2-3 years' experience, whether from consultancy, local authority or client-side background. What's On Offer Support towards Royal Town Planning Institute (RTPI) chartership (MRTPI) Exposure to strategic decision-making and complex projects Competitive salary with performance-related bonus Matched pension contribution Electric car scheme Collaborative and supportive team environment Clear progression pathway within a growing business Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Mar 22, 2026
Full time
Job Title: Graduate Town Planner Town Planner Location: Romsey, Hampshire Penguin Recruitment is delighted to be supporting a well-established, privately owned housebuilder and strategic land promoter in their search for a Planning Graduate / Town Planner to join their in-house planning team based in Romsey. This is an excellent opportunity for a motivated graduate or early-career planner to gain hands-on experience across the full lifecycle of residential and mixed-use developments. Working closely with the Planning Director and Land & Development team, you will play a genuine role in securing planning consents for high-quality schemes, helping to bring forward new homes and sustainable communities across the South of England. This is a role where you won't just be preparing reports - you'll see your work translate into real projects on the ground. The Role Assisting in the preparation and submission of planning applications and appeals Supporting the promotion of strategic land through the Local Plan process Coordinating technical consultants and reviewing supporting documentation Undertaking site appraisals and planning research Engaging with local authorities and key stakeholders Supporting viability assessments and development strategy work You will gain exposure to both immediate planning applications and longer-term strategic land promotion, offering a broad and commercially focused planning experience. About You RTPI-accredited degree in Town Planning or related discipline Working towards (or keen to work towards) MRTPI chartership Strong written and verbal communication skills Organised, proactive and commercially aware Full UK driving licence preferred This position would suit either a recent graduate or a planner with up to 2-3 years' experience, whether from consultancy, local authority or client-side background. What's On Offer Support towards Royal Town Planning Institute (RTPI) chartership (MRTPI) Exposure to strategic decision-making and complex projects Competitive salary with performance-related bonus Matched pension contribution Electric car scheme Collaborative and supportive team environment Clear progression pathway within a growing business Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Production /operations Manager - Precision Engineering Manufacturer A precision engineering manufacturer operating across a mixed production environment-volume own-product manufacture, new product introduction (NPI) handover, high-spec subcontract machining, and aerospace & defence work-is seeking an experienced Production Manager to join the Senior Leadership Team and drive operational performance, delivery and quality as the business scales considerably. The role You'll take ownership of day-to-day production output and lead a skilled CNC workforce to achieve On-Time-In-Full (OTIF) delivery, stable operations and continuous improvement-while maintaining the discipline required for aerospace/defence compliance. Key responsibilities Senior Leadership & business performance Contribute to company strategy, growth planning and operational improvement as an SLT member Provide clear reporting on operational KPIs and performance trends Work cross-functionally (Manufacturing Engineering, Quality, Planning) to protect margin and delivery Operational leadership Own production output, delivery performance and operational stability across all product streams Lead capacity management with the Planner; control overtime strategically and commercially Ensure smooth NPI handover into operations and resolve bottlenecks with structured corrective actions Aerospace & Defence compliance Ensure production compliance with aerospace/defence requirements and regulated quality systems (e.g., AS9100 ) Maintain traceability, configuration control and FAIR/First Article discipline Support internal/external audits and embed a right-first-time, zero-compromise quality culture People leadership Lead, coach and develop Shopfloor Team Leaders/Machinists; build leadership capability on the floor Set clear standards, run structured 1-1s/reviews, and address underperformance promptly Retain key skilled personnel in a growing environment What we're looking for 5+ years in production leadership within precision engineering or related manufacturing Experience in aerospace and/or defence manufacturing environments Strong CNC machining understanding ( milling/turning ) and credibility with experienced machinists Proven ability to improve productivity, utilisation, scrap/rework and overtime spend Confident with ERP/MRP systems and Excel for KPI reporting Calm, fair-but-firm, structured, commercially aware, and an effective cross-functional communicator. This is a permanent job with a starting salary dependant on experience. You must have current UK right to work to be considered. HRGO are a recruitment agency supporting UK manufacturing. We aim to respond to all applications.
Mar 22, 2026
Full time
Production /operations Manager - Precision Engineering Manufacturer A precision engineering manufacturer operating across a mixed production environment-volume own-product manufacture, new product introduction (NPI) handover, high-spec subcontract machining, and aerospace & defence work-is seeking an experienced Production Manager to join the Senior Leadership Team and drive operational performance, delivery and quality as the business scales considerably. The role You'll take ownership of day-to-day production output and lead a skilled CNC workforce to achieve On-Time-In-Full (OTIF) delivery, stable operations and continuous improvement-while maintaining the discipline required for aerospace/defence compliance. Key responsibilities Senior Leadership & business performance Contribute to company strategy, growth planning and operational improvement as an SLT member Provide clear reporting on operational KPIs and performance trends Work cross-functionally (Manufacturing Engineering, Quality, Planning) to protect margin and delivery Operational leadership Own production output, delivery performance and operational stability across all product streams Lead capacity management with the Planner; control overtime strategically and commercially Ensure smooth NPI handover into operations and resolve bottlenecks with structured corrective actions Aerospace & Defence compliance Ensure production compliance with aerospace/defence requirements and regulated quality systems (e.g., AS9100 ) Maintain traceability, configuration control and FAIR/First Article discipline Support internal/external audits and embed a right-first-time, zero-compromise quality culture People leadership Lead, coach and develop Shopfloor Team Leaders/Machinists; build leadership capability on the floor Set clear standards, run structured 1-1s/reviews, and address underperformance promptly Retain key skilled personnel in a growing environment What we're looking for 5+ years in production leadership within precision engineering or related manufacturing Experience in aerospace and/or defence manufacturing environments Strong CNC machining understanding ( milling/turning ) and credibility with experienced machinists Proven ability to improve productivity, utilisation, scrap/rework and overtime spend Confident with ERP/MRP systems and Excel for KPI reporting Calm, fair-but-firm, structured, commercially aware, and an effective cross-functional communicator. This is a permanent job with a starting salary dependant on experience. You must have current UK right to work to be considered. HRGO are a recruitment agency supporting UK manufacturing. We aim to respond to all applications.
Servicing Financial Adviser (Pathway to Chartered) Location: Near Wolverhampton (WV6) Salary: £45,000 + 20% New Business Bonus Client Bank: 350 households A great opportunity to step into a client-facing advisory role with immediate ownership of a well-established client bank. An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients. What you'll actually be doing Managing and growing relationships across 350 existing households Conducting reviews and ad-hoc advice conversations - these should feel like the highlight of your week, not admin Spotting where clients could be better served - more FUM consolidated, gaps in protection, underused allowances Progressing toward Chartered if you're not already there - funded and supported. You'll be a good fit if You're a qualified adviser (or a paraplanner who's been doing the advice work and wants the title to match) with real client-facing experience You're Chartered, or interested in pursuing this. You find it easy to have proactive conversations with clients, because you're genuinely interested in their situation You want to be recognised when you do well - the bonus structure is real and meaningful What good looks like in 12-18 months Retention is high. Clients are referring people they care about. The book has grown through consolidation and warm introductions. You're Chartered, or on a credible path. And you feel like you're advising, growing, and being properly rewarded. Interested? Let's talk. No lengthy application process. If this reads like you, reach out with a brief note on where you are in your career.
Mar 22, 2026
Full time
Servicing Financial Adviser (Pathway to Chartered) Location: Near Wolverhampton (WV6) Salary: £45,000 + 20% New Business Bonus Client Bank: 350 households A great opportunity to step into a client-facing advisory role with immediate ownership of a well-established client bank. An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across both existing and newly introduced clients. What you'll actually be doing Managing and growing relationships across 350 existing households Conducting reviews and ad-hoc advice conversations - these should feel like the highlight of your week, not admin Spotting where clients could be better served - more FUM consolidated, gaps in protection, underused allowances Progressing toward Chartered if you're not already there - funded and supported. You'll be a good fit if You're a qualified adviser (or a paraplanner who's been doing the advice work and wants the title to match) with real client-facing experience You're Chartered, or interested in pursuing this. You find it easy to have proactive conversations with clients, because you're genuinely interested in their situation You want to be recognised when you do well - the bonus structure is real and meaningful What good looks like in 12-18 months Retention is high. Clients are referring people they care about. The book has grown through consolidation and warm introductions. You're Chartered, or on a credible path. And you feel like you're advising, growing, and being properly rewarded. Interested? Let's talk. No lengthy application process. If this reads like you, reach out with a brief note on where you are in your career.