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Morson Edge
Senior / Associate Town Planner
Morson Edge Bath, Somerset
Anderselite are working with a respected multi-disciplinary planning and design practice looking to appoint a Senior / Associate Planner to their expanding Bath team. This is an excellent opportunity for an experienced planner with strong experience across residential, mixed-use, and heritage-led developments, ideally with exposure to developer clients and high-end, one-off homes click apply for full job details
Mar 21, 2026
Full time
Anderselite are working with a respected multi-disciplinary planning and design practice looking to appoint a Senior / Associate Planner to their expanding Bath team. This is an excellent opportunity for an experienced planner with strong experience across residential, mixed-use, and heritage-led developments, ideally with exposure to developer clients and high-end, one-off homes click apply for full job details
Exchange Street Claims & Financial Services
Technical Consultant - Financial Planning
Exchange Street Claims & Financial Services Manchester, Lancashire
Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Mar 21, 2026
Full time
Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
mbf.
Paraplanner
mbf. Preston, Lancashire
Senior Paraplanner - Permanent Location: Near Preston (Hybrid / Flexible Working Available) Salary: Negotiable (Dependent on Experience) We are working with a well-established and highly regarded firm of Independent Financial Advisers based near Preston, who are looking to appoint an experienced Senior Paraplanner on a permanent basis. This is an excellent opportunity to join a close-knit, professional team that is committed to delivering a first-class service to a loyal portfolio of private clients. The Role You will be joining an experienced Paraplanning team and will play a key role in supporting advisers through high-quality technical research and report writing. This is a hands-on paraplanning role suited to someone confident working across a broad range of financial planning areas. Key Responsibilities Conducting detailed technical research Producing clear, compliant, and client-friendly suitability reports Supporting advisers with complex financial planning cases Working collaboratively within an established paraplanning function Working Arrangements The company would ideally like someone to be part of the team and attend the office on a regular basis. However, they are open to flexible and home-working arrangements for the right candidate, including weekly or monthly office visits. About You An experienced Paraplanner (senior-level experience preferred) Strong technical knowledge and report-writing skills Comfortable working within a team-focused, client-centric environment Package Salary is completely negotiable depending on experience Supportive and collaborative working culture Flexible working options available If you are an experienced Paraplanner in the local area, or someone seeking a role that offers greater flexibility around home working while still being part of a strong team, please get in touch for a confidential discussion.
Mar 21, 2026
Full time
Senior Paraplanner - Permanent Location: Near Preston (Hybrid / Flexible Working Available) Salary: Negotiable (Dependent on Experience) We are working with a well-established and highly regarded firm of Independent Financial Advisers based near Preston, who are looking to appoint an experienced Senior Paraplanner on a permanent basis. This is an excellent opportunity to join a close-knit, professional team that is committed to delivering a first-class service to a loyal portfolio of private clients. The Role You will be joining an experienced Paraplanning team and will play a key role in supporting advisers through high-quality technical research and report writing. This is a hands-on paraplanning role suited to someone confident working across a broad range of financial planning areas. Key Responsibilities Conducting detailed technical research Producing clear, compliant, and client-friendly suitability reports Supporting advisers with complex financial planning cases Working collaboratively within an established paraplanning function Working Arrangements The company would ideally like someone to be part of the team and attend the office on a regular basis. However, they are open to flexible and home-working arrangements for the right candidate, including weekly or monthly office visits. About You An experienced Paraplanner (senior-level experience preferred) Strong technical knowledge and report-writing skills Comfortable working within a team-focused, client-centric environment Package Salary is completely negotiable depending on experience Supportive and collaborative working culture Flexible working options available If you are an experienced Paraplanner in the local area, or someone seeking a role that offers greater flexibility around home working while still being part of a strong team, please get in touch for a confidential discussion.
Penguin Recruitment Ltd
Senior Town Planner
Penguin Recruitment Ltd Bury St. Edmunds, Suffolk
Senior Town Planner Location: Bury St Edmunds Penguin Recruitment is pleased to be working with an exciting client to recruit a Senior Town Planner for their Bury St Edmunds office. This is an excellent opportunity for an experienced planner to join a respected and growing consultancy, working on a varied portfolio of projects across the residential, commercial, and mixed-use sectors click apply for full job details
Mar 21, 2026
Full time
Senior Town Planner Location: Bury St Edmunds Penguin Recruitment is pleased to be working with an exciting client to recruit a Senior Town Planner for their Bury St Edmunds office. This is an excellent opportunity for an experienced planner to join a respected and growing consultancy, working on a varied portfolio of projects across the residential, commercial, and mixed-use sectors click apply for full job details
TEMPLEGATE RECRUITMENT
Paraplanner
TEMPLEGATE RECRUITMENT Rayleigh, Essex
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner - Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000-£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model. You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients. Key Responsibilities Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection Analyse client data to support suitability and advice reports Prepare recommendations and research reports for advisers Assist with portfolio analysis, cashflow modelling, and product comparisons Ensure all outputs comply with FCA regulations Maintain up-to-date knowledge of financial planning regulations and market developments Work closely with Financial Advisers to enable timely client advice What We're Looking For Experience in a research-focused paraplanning role or similar Strong understanding of financial planning products and regulations Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred) Ability to collate and process information accurately under tight deadlines Excellent written and verbal communication skills Level 4 Diploma in Financial Planning preferred (or equivalent experience) Desirable Skills Previous experience in a fast-paced paraplanning or research team Ability to hit the ground running with minimal supervision Strong attention to detail and analytical skills Proactive approach to personal development and exam support How to Apply If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Mar 21, 2026
Full time
Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner - Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000-£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model. You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients. Key Responsibilities Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection Analyse client data to support suitability and advice reports Prepare recommendations and research reports for advisers Assist with portfolio analysis, cashflow modelling, and product comparisons Ensure all outputs comply with FCA regulations Maintain up-to-date knowledge of financial planning regulations and market developments Work closely with Financial Advisers to enable timely client advice What We're Looking For Experience in a research-focused paraplanning role or similar Strong understanding of financial planning products and regulations Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred) Ability to collate and process information accurately under tight deadlines Excellent written and verbal communication skills Level 4 Diploma in Financial Planning preferred (or equivalent experience) Desirable Skills Previous experience in a fast-paced paraplanning or research team Ability to hit the ground running with minimal supervision Strong attention to detail and analytical skills Proactive approach to personal development and exam support How to Apply If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Penguin Recruitment Ltd
Senior Town Planner Associate Town Planner
Penguin Recruitment Ltd Exeter, Devon
Senior Town Planner Location: Exeter Penguin Recruitment is pleased to be working with a respected consultancy to recruit a Senior Town Planner for their Exeter office. This is an excellent opportunity for an experienced planner to join a well-established, design-led consultancy with a strong reputation across the South West click apply for full job details
Mar 21, 2026
Full time
Senior Town Planner Location: Exeter Penguin Recruitment is pleased to be working with a respected consultancy to recruit a Senior Town Planner for their Exeter office. This is an excellent opportunity for an experienced planner to join a well-established, design-led consultancy with a strong reputation across the South West click apply for full job details
Exchange Street Claims & Financial Services
Technical Consultant - Financial Planning
Exchange Street Claims & Financial Services
Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
Mar 21, 2026
Full time
Fed up of that trip into the office? Not a problem you'll encounter at this business. Here they're expanding the team so if you live within commutable distance of Birmingham and Manchester (1 hour) you'll work from home. And it's not just that which stands out. They have two promotional runs every year giving you the opportunity to learn, grow and push up that salary. The role offers an attractive starting salary up to c£52,000 per annum. And there's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) How many firms can match that? And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. THE JOB You already know about financial planning but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their queries with a focus on pensions/investments/tax mitigation. Helping them to understand each case. Helping them explain the facts in a clear way and come up with solutions to their client's problem. In short, you'll become the go-to person for everything technical. An expert. HERE'S WHAT YOU'LL NEED You'll likely be a paraplanner who wants to be hands on. Or a financial planner who wants to be part of giving solutions without the pressures of targets. You might already be a technical/helpdesk specialist. Or work within quality assurance/T&C. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.
NG Bailey
Field Manager - New Connections
NG Bailey Catterick Garrison, Yorkshire
Field Manager - New Connections Location: CatterickContract Type: Full-time, PermanentSalary: Up to £45,000 + Car/Car Allowance + Flexible Benefits Freedom has an exciting opportunity for a Field Manager to support the delivery of New Connections work on behalf of Northern Powergrid. You will play a key role in ensuring the safe, efficient, and high-quality delivery of new electrical connection projects across the region. Some of the key deliverables in this role will include: Oversee day-to-day operations for New Connections works, ensuring delivery to specification, timescales, and budget. Lead and support Supervisors, Planners, Engineers, and Site Operatives, maintaining a high-performance and safety-focused culture. Act as the main operational liaison with Northern Powergrid, supporting client satisfaction and contract performance. Champion safe working practices and ensure compliance with HSQE policies and legal requirements. Manage multiple projects concurrently, from planning through to energisation and handover. Effectively plan and allocate labour, plant, and materials to meet project demands. Monitor performance, track KPIs, and take corrective action where needed. Ensure accurate and timely submission of documentation, RAMS, and as-built drawings. Liaise with local authorities, subcontractors, and external stakeholders to support project delivery. What We're Looking For Essential: Experience in an operational role within cable installation, utilities, or power distribution. Understanding of new connections processes in a regulated environment. Strong leadership and team management skills. Excellent stakeholder and client relationship management. Strong commercial awareness and experience with contract management. IOSH or equivalent Health & Safety qualification. Full UK Driving Licence. Desirable: Experience working on Northern Powergrid contracts. Streetworks knowledge. Project Management qualification (e.g., PRINCE2, APM). Benefits Pension with a leading provider and up to 8% employer contribution 25 days Annual Leave + Bank Holidays Salary sacrifice car scheme (Hybrid/Electric Vehicle) Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program Flexible benefits including Dental Insurance, Gym Memberships, Travel Insurance, Tax Free Bikes Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us:Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Mar 21, 2026
Full time
Field Manager - New Connections Location: CatterickContract Type: Full-time, PermanentSalary: Up to £45,000 + Car/Car Allowance + Flexible Benefits Freedom has an exciting opportunity for a Field Manager to support the delivery of New Connections work on behalf of Northern Powergrid. You will play a key role in ensuring the safe, efficient, and high-quality delivery of new electrical connection projects across the region. Some of the key deliverables in this role will include: Oversee day-to-day operations for New Connections works, ensuring delivery to specification, timescales, and budget. Lead and support Supervisors, Planners, Engineers, and Site Operatives, maintaining a high-performance and safety-focused culture. Act as the main operational liaison with Northern Powergrid, supporting client satisfaction and contract performance. Champion safe working practices and ensure compliance with HSQE policies and legal requirements. Manage multiple projects concurrently, from planning through to energisation and handover. Effectively plan and allocate labour, plant, and materials to meet project demands. Monitor performance, track KPIs, and take corrective action where needed. Ensure accurate and timely submission of documentation, RAMS, and as-built drawings. Liaise with local authorities, subcontractors, and external stakeholders to support project delivery. What We're Looking For Essential: Experience in an operational role within cable installation, utilities, or power distribution. Understanding of new connections processes in a regulated environment. Strong leadership and team management skills. Excellent stakeholder and client relationship management. Strong commercial awareness and experience with contract management. IOSH or equivalent Health & Safety qualification. Full UK Driving Licence. Desirable: Experience working on Northern Powergrid contracts. Streetworks knowledge. Project Management qualification (e.g., PRINCE2, APM). Benefits Pension with a leading provider and up to 8% employer contribution 25 days Annual Leave + Bank Holidays Salary sacrifice car scheme (Hybrid/Electric Vehicle) Personal Wellbeing and Volunteer Days Private Medical Insurance Free 24/7 365 Employee Assistance Program Flexible benefits including Dental Insurance, Gym Memberships, Travel Insurance, Tax Free Bikes Personal development programme Next Steps: As a business, we're on a journey to build on our culture where everyone is included, treated fairly and with respect. This starts with recruitment and how we bring people into the organisation. We'll do our best to outline the recruitment process to you ahead of time with plenty of notice. If you require any accommodations to participate in the application or interview process, please let us know and we will work with you to ensure your needs are met. About Us:Freedom are part of the NG Bailey Group, one of the leading independent engineering and services businesses in the UK. Founded in 1921, with a turnover of £500m and 3000 employees, we are proud of our history of developing great people through our investment in training. Working across a variety of sectors within the building and infrastructure industry, our innovative, responsible and forward thinking approach allows us to work on fantastic ground-breaking projects, providing solutions using the latest tools and technologies. Progression is something we value and we will make sure that when you join us you have a clearly defined development path, supported by regular reviews, training and ongoing support to enable you to be the best you can be.
Right Now Group
Transport Planner
Right Now Group Feltham, Middlesex
Transport Planner (Airfreight Logistics) Heathrow 4 on / 4 off (06:00-18:00)Salary: £35,000 - £40,000 An established freight and logistics provider is seeking a Transport Planner to coordinate the daily operations of a busy Heathrow-based fleet. This role is focused on ensuring time-critical collections and deliveries are executed efficiently, while maintaining strong communication with drivers, customers, and internal teams. Key Responsibilities of a Transport Planner: Plan and oversee daily vehicle routes to meet customer deadlines Monitor driver progress and provide real-time support throughout the day Liaise with import/export teams and keep customers updated on delivery status Manage fleet availability, including maintenance and servicing schedules Utilise third-party hauliers to support capacity when required Maintain accurate planning boards and system updates Ensure compliance with UK transport regulations (driver hours, tachograph) Respond to operational issues and implement contingency plans Requirements of a Transport Planner: 2-3+ years' experience in UK transport or freight planning Strong knowledge of UK geography and routing Understanding of transport compliance and driver regulations Experience with Cargowise preferred CPC qualification advantageous but not essential
Mar 21, 2026
Full time
Transport Planner (Airfreight Logistics) Heathrow 4 on / 4 off (06:00-18:00)Salary: £35,000 - £40,000 An established freight and logistics provider is seeking a Transport Planner to coordinate the daily operations of a busy Heathrow-based fleet. This role is focused on ensuring time-critical collections and deliveries are executed efficiently, while maintaining strong communication with drivers, customers, and internal teams. Key Responsibilities of a Transport Planner: Plan and oversee daily vehicle routes to meet customer deadlines Monitor driver progress and provide real-time support throughout the day Liaise with import/export teams and keep customers updated on delivery status Manage fleet availability, including maintenance and servicing schedules Utilise third-party hauliers to support capacity when required Maintain accurate planning boards and system updates Ensure compliance with UK transport regulations (driver hours, tachograph) Respond to operational issues and implement contingency plans Requirements of a Transport Planner: 2-3+ years' experience in UK transport or freight planning Strong knowledge of UK geography and routing Understanding of transport compliance and driver regulations Experience with Cargowise preferred CPC qualification advantageous but not essential
IDEX Consulting Ltd
Paraplanner
IDEX Consulting Ltd York, Yorkshire
Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York. You'll be joining a well-established group that is going from strength to strength with presence across the UK. This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career. The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor. What You'll Do Prepare high-quality, compliant financial planning reports Conduct detailed product, fund, and market research Collaborate with advisers to deliver bespoke, client-focused solutions Manage, train, and mentor a local technical team Contribute to continuous process and reporting improvements What We're Looking For Studying towards or achieved Level 4 Diploma status Strong technical expertise across pensions, investments, estate & tax planning Intelliflo (Intelligent Office) experience preferable 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 21, 2026
Full time
Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York. You'll be joining a well-established group that is going from strength to strength with presence across the UK. This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career. The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor. What You'll Do Prepare high-quality, compliant financial planning reports Conduct detailed product, fund, and market research Collaborate with advisers to deliver bespoke, client-focused solutions Manage, train, and mentor a local technical team Contribute to continuous process and reporting improvements What We're Looking For Studying towards or achieved Level 4 Diploma status Strong technical expertise across pensions, investments, estate & tax planning Intelliflo (Intelligent Office) experience preferable 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.
recruitment22
Trainee Paraplanner
recruitment22 Sutton Coldfield, West Midlands
Trainee Paraplanner - Sutton Coldfield, £37,000-£40,000, Hybrid (2 or 3 days in the office per week), Flexible hours A specialist outsourced Paraplanning company are keen to add a Trainee Paraplanner to their team. They do need someone familiar with research and/or report writing tools who has a good understanding of the advice process, then they'll take you to the next level. The company (and it's Paraplanners) are an extension of the IFA's they support. They adapt to the specific needs and ways of working of client, and ensure that communication and collaboration is a key part of the relationship. The progression is different from the 'norm' too. The scope here is to move into Account Management or Team Lead, looking after either key clients or new Paraplanners as they join the business, or both! And don't worry if you're not not looking for progression, aside from becoming the best Paraplanner you can be! Your application will be welcomed with as much enthusiasm as those that do. In summary, a wonderful opportunity for career Paraplanners with plenty of scope for those who want it. The role: Working closely with different financial advice firms and their advisers, to provide technical support and deliver high-quality, compliant reports. Responsibilities include: Researching pensions and investments Preparing suitability reports Collaborating with colleagues to deliver excellent client outcomes Maintaining accurate, compliant records and risk management standards Keeping technical knowledge up to date through CPD The person: At least 1-2 years of paraplanning experience, ideally within an IFA. Strong analytical and report-writing skills, excellent attention to detail, and the ability to manage workloads effectively. Diploma qualified or working towards it is desirable. The benefits: £37,000-£40,000 salary Multiple progression opportunities Only 2-3 days working in the office 5% Pension Contributions 4x DIS 25 days holiday plus bank holidays Flexible working hours and patterns (Accommodating external commitments e.g. regular appointments, childcare etc) Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply. Google: Recruitment22 Contact: Richard
Mar 21, 2026
Full time
Trainee Paraplanner - Sutton Coldfield, £37,000-£40,000, Hybrid (2 or 3 days in the office per week), Flexible hours A specialist outsourced Paraplanning company are keen to add a Trainee Paraplanner to their team. They do need someone familiar with research and/or report writing tools who has a good understanding of the advice process, then they'll take you to the next level. The company (and it's Paraplanners) are an extension of the IFA's they support. They adapt to the specific needs and ways of working of client, and ensure that communication and collaboration is a key part of the relationship. The progression is different from the 'norm' too. The scope here is to move into Account Management or Team Lead, looking after either key clients or new Paraplanners as they join the business, or both! And don't worry if you're not not looking for progression, aside from becoming the best Paraplanner you can be! Your application will be welcomed with as much enthusiasm as those that do. In summary, a wonderful opportunity for career Paraplanners with plenty of scope for those who want it. The role: Working closely with different financial advice firms and their advisers, to provide technical support and deliver high-quality, compliant reports. Responsibilities include: Researching pensions and investments Preparing suitability reports Collaborating with colleagues to deliver excellent client outcomes Maintaining accurate, compliant records and risk management standards Keeping technical knowledge up to date through CPD The person: At least 1-2 years of paraplanning experience, ideally within an IFA. Strong analytical and report-writing skills, excellent attention to detail, and the ability to manage workloads effectively. Diploma qualified or working towards it is desirable. The benefits: £37,000-£40,000 salary Multiple progression opportunities Only 2-3 days working in the office 5% Pension Contributions 4x DIS 25 days holiday plus bank holidays Flexible working hours and patterns (Accommodating external commitments e.g. regular appointments, childcare etc) Unsure if you should apply? Or you don't have a CV? No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that. Everyone will receive a reply. Google: Recruitment22 Contact: Richard
mbf.
Financial Planner
mbf. Loughborough, Leicestershire
Financial Planner - Loughborough, Leicestershire A well-established and highly regarded independent financial planning firm in Loughborough is seeking an experienced Financial Planner to join their team. This role is ideal for someone with strong technical skills, excellent client-servicing capabilities, and a genuine interest in building and managing long-term client relationships. The firm has around 20 staff, including directors and a range of advisors, and prides itself on delivering exceptional levels of service and trusted financial planning support to clients. Their advisers help clients build and protect wealth through tailored, holistic advice across a broad range of areas. Role Overview As Financial Planner, you will: Manage and develop your own client base , including servicing an existing portfolio and delivering high-quality ongoing relationship management. Provide comprehensive financial planning advice , with an emphasis on understanding each client's goals and delivering solutions that achieve them. Receive clients to help you build your book of business; bringing a transferable book is advantageous but not essential (even a small number of existing clients will accelerate your success). Deliver planning and advice across key service areas including investment advice and strategic planning, retirement planning, tax efficiency, cashflow planning, inheritance tax planning, protection (family and business) and mortgages. Uphold the firm's values of listening, partnering with clients, acting with integrity, and delivering successful outcomes. The role is primarily office-based, with flexibility available once you're established. Performance will be judged on results and high service standards, not on monitoring office hours. Remuneration & Career Progression Competitive salary with a tiered bonus structure: once bonus validation reaches 1 salary, bonus is paid at 2%, 4%, 6%, 8% and increasing from there. Unlimited bonus potential and flexible base salary arrangements for the right candidate. Succession opportunities : one director is approaching retirement, creating long-term growth potential and involvement in future leadership. Opportunity to take on additional clients and participate in practice growth or buy out options as they arise. Candidate Profile Minimum Level 4 qualification in financial planning or equivalent (e.g., DipPFS or higher). Proven experience as a Financial Planner with a track record of delivering sound advice and managing client relationships. Commitment to providing excellent client service and managing ongoing client needs with professionalism. Strong communication skills and ability to work collaboratively within a team. A personality and approach that aligns well with existing leadership and supports continuity of service for clients. This is a rare opportunity to join a respected financial planning practice with a broad service offering, excellent support infrastructure, and real potential for long-term progression and client impact .
Mar 21, 2026
Full time
Financial Planner - Loughborough, Leicestershire A well-established and highly regarded independent financial planning firm in Loughborough is seeking an experienced Financial Planner to join their team. This role is ideal for someone with strong technical skills, excellent client-servicing capabilities, and a genuine interest in building and managing long-term client relationships. The firm has around 20 staff, including directors and a range of advisors, and prides itself on delivering exceptional levels of service and trusted financial planning support to clients. Their advisers help clients build and protect wealth through tailored, holistic advice across a broad range of areas. Role Overview As Financial Planner, you will: Manage and develop your own client base , including servicing an existing portfolio and delivering high-quality ongoing relationship management. Provide comprehensive financial planning advice , with an emphasis on understanding each client's goals and delivering solutions that achieve them. Receive clients to help you build your book of business; bringing a transferable book is advantageous but not essential (even a small number of existing clients will accelerate your success). Deliver planning and advice across key service areas including investment advice and strategic planning, retirement planning, tax efficiency, cashflow planning, inheritance tax planning, protection (family and business) and mortgages. Uphold the firm's values of listening, partnering with clients, acting with integrity, and delivering successful outcomes. The role is primarily office-based, with flexibility available once you're established. Performance will be judged on results and high service standards, not on monitoring office hours. Remuneration & Career Progression Competitive salary with a tiered bonus structure: once bonus validation reaches 1 salary, bonus is paid at 2%, 4%, 6%, 8% and increasing from there. Unlimited bonus potential and flexible base salary arrangements for the right candidate. Succession opportunities : one director is approaching retirement, creating long-term growth potential and involvement in future leadership. Opportunity to take on additional clients and participate in practice growth or buy out options as they arise. Candidate Profile Minimum Level 4 qualification in financial planning or equivalent (e.g., DipPFS or higher). Proven experience as a Financial Planner with a track record of delivering sound advice and managing client relationships. Commitment to providing excellent client service and managing ongoing client needs with professionalism. Strong communication skills and ability to work collaboratively within a team. A personality and approach that aligns well with existing leadership and supports continuity of service for clients. This is a rare opportunity to join a respected financial planning practice with a broad service offering, excellent support infrastructure, and real potential for long-term progression and client impact .
Project Manager - Construction
Ew Recruitment Limited
Job title: Project Manager Salary : Up to £35k Location : Deptford My client is looking for a Project Manager to join their team, the ideal candidate will be one who has strong Project Management experience within the construction industry. They are a lovely team, so looking for someone who wants to be part of that. Ideal candidate will be relatively local to the office. Duties : Create work schedules so projects are completed before deadlines Purchase or hire building equipment and materials Oversee the building projects Ensure staff are working safely, productively and to a high standard Monitor construction budget to minimise overspending Provide progress reports to clients via phone, email or meetings in person Negotiate with vendors, suppliers and subcontractors Spot check Jobs booked in for geographical locations / installers skills sets / user friendly descriptions/ booked in correctly on Planner Ensure Installers are booked with enough work for the following day Liaise with Sites Managers Attributes : Great with problem solving Logical with a business acumen Team player
Mar 21, 2026
Full time
Job title: Project Manager Salary : Up to £35k Location : Deptford My client is looking for a Project Manager to join their team, the ideal candidate will be one who has strong Project Management experience within the construction industry. They are a lovely team, so looking for someone who wants to be part of that. Ideal candidate will be relatively local to the office. Duties : Create work schedules so projects are completed before deadlines Purchase or hire building equipment and materials Oversee the building projects Ensure staff are working safely, productively and to a high standard Monitor construction budget to minimise overspending Provide progress reports to clients via phone, email or meetings in person Negotiate with vendors, suppliers and subcontractors Spot check Jobs booked in for geographical locations / installers skills sets / user friendly descriptions/ booked in correctly on Planner Ensure Installers are booked with enough work for the following day Liaise with Sites Managers Attributes : Great with problem solving Logical with a business acumen Team player
Allerton Park Recruitment Solutions
Financial Planning Support (Paraplanner Development role)
Allerton Park Recruitment Solutions Hove, Sussex
FP Support (Paraplanner Development role) - Basic to £45,000 Bonus, Benefits, Flexi & Hybrid working. A high quality and expanding Financial Planning Practice is looking for an additional development support individual to join their business. This brand new role will be working alongside established Financial Planners with key responsibility to support the Financial Planners and their Clients. Duties will include assisting with research and report writing, system and database management, technical support, Client relationship management, business processing and administration. Full exam and personal development support will be provided alongside development opportunities including Paraplanning and Advising. Financial Planning administration experience and sound technical knowledge is essential alongside excellent communication skills, strong literacy and numeracy skills.
Mar 21, 2026
Full time
FP Support (Paraplanner Development role) - Basic to £45,000 Bonus, Benefits, Flexi & Hybrid working. A high quality and expanding Financial Planning Practice is looking for an additional development support individual to join their business. This brand new role will be working alongside established Financial Planners with key responsibility to support the Financial Planners and their Clients. Duties will include assisting with research and report writing, system and database management, technical support, Client relationship management, business processing and administration. Full exam and personal development support will be provided alongside development opportunities including Paraplanning and Advising. Financial Planning administration experience and sound technical knowledge is essential alongside excellent communication skills, strong literacy and numeracy skills.
Morson Edge
Senior Planner
Morson Edge Port Talbot, West Glamorgan
We are seeking an experienced Senior Planner to lead the planning function for a major construction programme valued at circa £200m, delivered under an NEC contract. The role will oversee heavy construction and civil engineering activities across multiple industrial work fronts over the next 3 to 4 years, beginning with enabling works ahead of the main programme click apply for full job details
Mar 21, 2026
Full time
We are seeking an experienced Senior Planner to lead the planning function for a major construction programme valued at circa £200m, delivered under an NEC contract. The role will oversee heavy construction and civil engineering activities across multiple industrial work fronts over the next 3 to 4 years, beginning with enabling works ahead of the main programme click apply for full job details
Macildowie Recruitment and Retention
Senior Demand Planner
Macildowie Recruitment and Retention Nottingham, Nottinghamshire
Macildowie Procurement, Supply Chain & Logistics Senior Demand Planner - Up to £45,000 Per Annum - Nottingham Monday - Friday - 9am - 5pm - Hybrid Working Available Macildowie Supply Chain has recently partnered with a high growth organisation based in Nottingham to recruit a Senior Demand Planner to their growing team.The key objectives are to effectively manage the overall stock position for the business. This involves managing the inbound stock process from forecasting through to ordering, delivery into goods inwards and managing the overall stock position for the group. Main Responsibilities Work collaboratively with suppliers and contract manufacturers to ensure orders are shipped correctly and on time to achieve continuity of supply of products always ensuring 99% stock availability. Partnering with fellow Supply Chain Planners and Coordinators to procure, transfer and produce to plan in a timely manner in line with co-manufacturing plans. Building and managing the end-to-end S&OP process, ensuring seamless integration between demand forecasting, inventory strategies, and supply chain operations to support international expansion. Drive robust demand forecasting processes to ensure accurate predictions of customer needs, reducing shortages and excess stock. Lead the analysis of historical data, market trends, and business intelligence to improve forecasting accuracy. Implement advanced forecasting models, including statistical analysis to refine demand predictions. Establish and manage an S&OP process, ensuring alignment between sales, operations, and financial planning. Drive efficiency and cost gains for the business through better understanding of supplier capabilities and working processes. Responsible for timely order review and placement of orders with suppliers including own brand manufacturers and long-lead time container buying. The Candidate Previous demand planning or supply chain management background. Excellent communication skills. Proficient user of Microsoft Office including Excel. Strong forecasting and inventory management skills. A background working with finished goods in a supply chain environment. Exposure to SlimStock - Desirable. Benefits 25 days holiday entitlement plus Bank Holidays. Hybrid working available. Healthcare scheme. 24/7 GP access. Staff discount. The first stage of the application process is to apply online. If you would like any more information about this vacancy before applying, please get in touch with Tom Whitsey. Please put your home postcode on your CV when applying. Our recruitment tech uses this to make sure your CV is reviewed by the relevant consultant, for the relevant job(s), in the relevant geography. Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process. If you would like information on how we will process your data please go to our website (macildowie) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise. Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.
Mar 21, 2026
Full time
Macildowie Procurement, Supply Chain & Logistics Senior Demand Planner - Up to £45,000 Per Annum - Nottingham Monday - Friday - 9am - 5pm - Hybrid Working Available Macildowie Supply Chain has recently partnered with a high growth organisation based in Nottingham to recruit a Senior Demand Planner to their growing team.The key objectives are to effectively manage the overall stock position for the business. This involves managing the inbound stock process from forecasting through to ordering, delivery into goods inwards and managing the overall stock position for the group. Main Responsibilities Work collaboratively with suppliers and contract manufacturers to ensure orders are shipped correctly and on time to achieve continuity of supply of products always ensuring 99% stock availability. Partnering with fellow Supply Chain Planners and Coordinators to procure, transfer and produce to plan in a timely manner in line with co-manufacturing plans. Building and managing the end-to-end S&OP process, ensuring seamless integration between demand forecasting, inventory strategies, and supply chain operations to support international expansion. Drive robust demand forecasting processes to ensure accurate predictions of customer needs, reducing shortages and excess stock. Lead the analysis of historical data, market trends, and business intelligence to improve forecasting accuracy. Implement advanced forecasting models, including statistical analysis to refine demand predictions. Establish and manage an S&OP process, ensuring alignment between sales, operations, and financial planning. Drive efficiency and cost gains for the business through better understanding of supplier capabilities and working processes. Responsible for timely order review and placement of orders with suppliers including own brand manufacturers and long-lead time container buying. The Candidate Previous demand planning or supply chain management background. Excellent communication skills. Proficient user of Microsoft Office including Excel. Strong forecasting and inventory management skills. A background working with finished goods in a supply chain environment. Exposure to SlimStock - Desirable. Benefits 25 days holiday entitlement plus Bank Holidays. Hybrid working available. Healthcare scheme. 24/7 GP access. Staff discount. The first stage of the application process is to apply online. If you would like any more information about this vacancy before applying, please get in touch with Tom Whitsey. Please put your home postcode on your CV when applying. Our recruitment tech uses this to make sure your CV is reviewed by the relevant consultant, for the relevant job(s), in the relevant geography. Macildowie are a recruitment business working on behalf of a client to recruit this role. Your personal data may be forwarded to that client company as part of the application process. If you would like information on how we will process your data please go to our website (macildowie) and view our fair processing notices which are located at the bottom of the page under privacy policies. Within the fair processing notice for Candidates there is guidance on how to amend your contact preferences or exercise your rights relating to personal data. We can't provide direct links as email address and website urls within our job adverts are removed by some of the websites on which we advertise. Macildowie is a specialist recruitment consultancy with a rich history of enhancing the careers of professionals across the Midlands and the Northern Home Counties. We have an unrivalled understanding of the local market place and recruit for the majority of the region's premier employers. To search for all of our live jobs please visit us at macildowie.
Recruit UK
Senior Paraplanner
Recruit UK Ferndown, Dorset
Recruit UK are supporting a well-established Wealth Management firm based in Dorset, with a growing presence across the UK. The business provides tailored financial advice to a broad client base, supported by experienced teams across advice, paraplanning, compliance and operations. The firm has built a reputation for delivering high-quality financial planning and they're now focusing on improving processes and scaling their advice offering. The Opportunity This is a Senior Paraplanner position within a forward-thinking advisory firm, offering exposure to a wide range of client cases. You'll work closely with Financial Advisers across the full advice process, playing a key role in delivering detailed and compliant recommendations. You'll gain exposure to more complex cases, adding further variety to the role. Key Responsibilities Undertake detailed research across pensions, investments, protection, tax and estate planning Analyse client circumstances, objectives and existing arrangements Prepare detailed suitability reports and recommendation letters Support Financial Advisers through the full advice process Use cashflow modelling tools to support client outcomes and recommendations Liaise with providers to obtain quotations, projections and technical information Ensure all work meets FCA standards and internal compliance requirements Prepare client meeting packs and technical documentation Contribute to improving internal processes and technical standards Skills & Experience Required Minimum 3 years' experience in a Paraplanning role within a Financial Advice firm Level 4 Diploma qualified or working towards this Technical knowledge across pensions, investments and protection Good IT skills, including Excel, Word and PowerPoint Experience with research tools such as FE Analytics (desirable) Exposure to cashflow modelling software such as Voyant or CashCalc (desirable) The Offer Salary up to £60,000 (DOE) Hybrid working (3 days in the office, 2 from home) Study support towards Chartered status Excellent progression pathways (Technical Specialist, Adviser or leadership) Exposure to complex client cases Opportunity to join a growing and evolving business This is a chance to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed. Get in touch today to find out more!
Mar 21, 2026
Full time
Recruit UK are supporting a well-established Wealth Management firm based in Dorset, with a growing presence across the UK. The business provides tailored financial advice to a broad client base, supported by experienced teams across advice, paraplanning, compliance and operations. The firm has built a reputation for delivering high-quality financial planning and they're now focusing on improving processes and scaling their advice offering. The Opportunity This is a Senior Paraplanner position within a forward-thinking advisory firm, offering exposure to a wide range of client cases. You'll work closely with Financial Advisers across the full advice process, playing a key role in delivering detailed and compliant recommendations. You'll gain exposure to more complex cases, adding further variety to the role. Key Responsibilities Undertake detailed research across pensions, investments, protection, tax and estate planning Analyse client circumstances, objectives and existing arrangements Prepare detailed suitability reports and recommendation letters Support Financial Advisers through the full advice process Use cashflow modelling tools to support client outcomes and recommendations Liaise with providers to obtain quotations, projections and technical information Ensure all work meets FCA standards and internal compliance requirements Prepare client meeting packs and technical documentation Contribute to improving internal processes and technical standards Skills & Experience Required Minimum 3 years' experience in a Paraplanning role within a Financial Advice firm Level 4 Diploma qualified or working towards this Technical knowledge across pensions, investments and protection Good IT skills, including Excel, Word and PowerPoint Experience with research tools such as FE Analytics (desirable) Exposure to cashflow modelling software such as Voyant or CashCalc (desirable) The Offer Salary up to £60,000 (DOE) Hybrid working (3 days in the office, 2 from home) Study support towards Chartered status Excellent progression pathways (Technical Specialist, Adviser or leadership) Exposure to complex client cases Opportunity to join a growing and evolving business This is a chance to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed. Get in touch today to find out more!
Prime Appointments
Financial Planner Support
Prime Appointments Bury St. Edmunds, Suffolk
A client of ours in the Bury St Edmunds area are recruiting a Financial Planner Support to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (there is the option to work 8.00am - 4.00pm or 10.00am - 6.00pm). Paying a negotiable salary depending on experience. This is a hybrid position working 3 days in the office and 2 from home after probation. This role will provide admin support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings Key Duties include but are not limited to: Generate and compile documents to create accurate client review packs Provide accurate and timely information liaising with providers and third parties Ensure a clear audit trail is maintained for all client records Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Prepare for and attend client meetings presenting part of the meeting as appropriate e.g. cashflow, as and when required (2-3 times a year) Conduct pre and post reviews, delegating team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly and actions are completed Support and develop trainee team members Complete due diligence for all new business Generate template suitability letters from IO, completing elements where possible. In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned Ensure IO is up to date and opportunities are added and maintained Process all client instructions using the respective advice flow, checklists and IO event lists and tasks Skills and Experience required to be considered for this Financial Planner Support position: Progressing towards the Diploma in Financial Planning Previous experience within financial services or planning High attention to detail Knowledge of pensions and investments Excellent communication skills Ability to manage a prioritise workload Great Benefits to working for this company include: Pension (6% company contribution & 3% employee contribution) Bupa cash plan 25 days' holiday + 1 day off for birthday, plus bank holidays' Christmas Shutdown Income Protection Learning & Development provided by team internally Company pay for people to become chartered and for their CII Diploma If you feel like you meet the above criteria & would like to be considered for this Financial Planner Support position, please apply with your CV.
Mar 21, 2026
Full time
A client of ours in the Bury St Edmunds area are recruiting a Financial Planner Support to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (there is the option to work 8.00am - 4.00pm or 10.00am - 6.00pm). Paying a negotiable salary depending on experience. This is a hybrid position working 3 days in the office and 2 from home after probation. This role will provide admin support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings Key Duties include but are not limited to: Generate and compile documents to create accurate client review packs Provide accurate and timely information liaising with providers and third parties Ensure a clear audit trail is maintained for all client records Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Prepare for and attend client meetings presenting part of the meeting as appropriate e.g. cashflow, as and when required (2-3 times a year) Conduct pre and post reviews, delegating team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly and actions are completed Support and develop trainee team members Complete due diligence for all new business Generate template suitability letters from IO, completing elements where possible. In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned Ensure IO is up to date and opportunities are added and maintained Process all client instructions using the respective advice flow, checklists and IO event lists and tasks Skills and Experience required to be considered for this Financial Planner Support position: Progressing towards the Diploma in Financial Planning Previous experience within financial services or planning High attention to detail Knowledge of pensions and investments Excellent communication skills Ability to manage a prioritise workload Great Benefits to working for this company include: Pension (6% company contribution & 3% employee contribution) Bupa cash plan 25 days' holiday + 1 day off for birthday, plus bank holidays' Christmas Shutdown Income Protection Learning & Development provided by team internally Company pay for people to become chartered and for their CII Diploma If you feel like you meet the above criteria & would like to be considered for this Financial Planner Support position, please apply with your CV.
Hays Specialist Recruitment Limited
Housing Repairs Planner
Hays Specialist Recruitment Limited Liverpool, Merseyside
Your new company You'll be joining Onward Homes, one of the North West's leading housing providers, known for delivering high-quality repairs, maintenance, and customer services across their property portfolio. The organisation is well-structured, supportive, and committed to improving the lives of residents and communities. Your new role As a Planner / Scheduler, you'll play a key role in coordinating repairs and maintenance works across Onward's housing stock. You'll manage daily schedules, allocate jobs to operatives, monitor progress, and ensure all tasks are completed efficiently and within service targets. This is a full-time, on-site role in Liverpool, working Monday to Friday. Temp contract until end of April. What you'll need to succeed Experience in repairs in social housing Strong planning, scheduling, and coordination skills Confidence using job-management or housing repairs systems Excellent communication and the ability to prioritise in a fast-paced setting A proactive, solution-focused approach to managing workloads and customer expectations What you'll get in return A competitive hourly rate of £16-£19 A stable, full-time position with weekday hours The chance to work within a respected housing provider A supportive team environment with opportunities to develop your skills What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Mar 21, 2026
Seasonal
Your new company You'll be joining Onward Homes, one of the North West's leading housing providers, known for delivering high-quality repairs, maintenance, and customer services across their property portfolio. The organisation is well-structured, supportive, and committed to improving the lives of residents and communities. Your new role As a Planner / Scheduler, you'll play a key role in coordinating repairs and maintenance works across Onward's housing stock. You'll manage daily schedules, allocate jobs to operatives, monitor progress, and ensure all tasks are completed efficiently and within service targets. This is a full-time, on-site role in Liverpool, working Monday to Friday. Temp contract until end of April. What you'll need to succeed Experience in repairs in social housing Strong planning, scheduling, and coordination skills Confidence using job-management or housing repairs systems Excellent communication and the ability to prioritise in a fast-paced setting A proactive, solution-focused approach to managing workloads and customer expectations What you'll get in return A competitive hourly rate of £16-£19 A stable, full-time position with weekday hours The chance to work within a respected housing provider A supportive team environment with opportunities to develop your skills What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Penguin Recruitment Ltd
Senior Town Planner Principal Town Planner
Penguin Recruitment Ltd Newcastle Upon Tyne, Tyne And Wear
Job Title: Senior Town Planner Associate Town Planner Location: Newcastle upon Tyne Penguin Recruitment is delighted to be supporting a well-established, multidisciplinary engineering and planning consultancy in the appointment of a Senior Town Planner or Associate Town Planner for their growing Newcastle office click apply for full job details
Mar 21, 2026
Full time
Job Title: Senior Town Planner Associate Town Planner Location: Newcastle upon Tyne Penguin Recruitment is delighted to be supporting a well-established, multidisciplinary engineering and planning consultancy in the appointment of a Senior Town Planner or Associate Town Planner for their growing Newcastle office click apply for full job details

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