Graduate Trainee Financial Planner Location: City of London Salary: £30,000 per annum during the training period Working as part of the team at Perpetua Wealth Partners Ltd who are an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. You will be employed by this Practice. The Role: Graduate Trainee Financial Planner Working on a development programme of up to two years to become a qualified Financial Planner. You will start initially working in the office dealing with client enquiries and helping the existing Financial Planners provide reports and information for client meetings. As experience is gained within the financial services environment, and with exam progression, you will begin work on cashflow forecasting, tax planning and investment analysis in support of the advice being given to the clients of the Practice. During the training programme for the role of Financial Planner, you will shadow client meetings, be involved in the formulation and documentation of advice, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS. This will culminate in the completion of the SJP Adviser Academy in order to progress to being a qualified adviser in the Practice. The timescale for qualification will depend upon the pace of progress and development and assessment of readiness to take the next step. It is envisaged that this will be between 12 and 24 months from appointment. The Person: Graduate Trainee Financial Planner This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a 'can do' working style. This role is for those who build strong long-term relationships and who can relate to and work with a diverse client base in supporting them to achieve their life goals through high quality financial planning. You will be a Graduate and ideally a qualification in Business, Economics, Finance or a similarly related subject would be beneficial although not essential for the right candidate. Importantly, you are committed to a career in financial planning and Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be advising clients. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Mar 27, 2026
Full time
Graduate Trainee Financial Planner Location: City of London Salary: £30,000 per annum during the training period Working as part of the team at Perpetua Wealth Partners Ltd who are an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. You will be employed by this Practice. The Role: Graduate Trainee Financial Planner Working on a development programme of up to two years to become a qualified Financial Planner. You will start initially working in the office dealing with client enquiries and helping the existing Financial Planners provide reports and information for client meetings. As experience is gained within the financial services environment, and with exam progression, you will begin work on cashflow forecasting, tax planning and investment analysis in support of the advice being given to the clients of the Practice. During the training programme for the role of Financial Planner, you will shadow client meetings, be involved in the formulation and documentation of advice, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS. This will culminate in the completion of the SJP Adviser Academy in order to progress to being a qualified adviser in the Practice. The timescale for qualification will depend upon the pace of progress and development and assessment of readiness to take the next step. It is envisaged that this will be between 12 and 24 months from appointment. The Person: Graduate Trainee Financial Planner This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a 'can do' working style. This role is for those who build strong long-term relationships and who can relate to and work with a diverse client base in supporting them to achieve their life goals through high quality financial planning. You will be a Graduate and ideally a qualification in Business, Economics, Finance or a similarly related subject would be beneficial although not essential for the right candidate. Importantly, you are committed to a career in financial planning and Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be advising clients. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Corporate Pensions Adviser Leeds (Client-Facing Role with Travel) £45,000 - £50,000 + Bonus NJR Recruitment is proud to be working with a well-established and growing financial services firm in Leeds, who are seeking a Corporate Pensions Adviser to join their expanding team. This is a fantastic opportunity for an experienced adviser to work with a portfolio of corporate clients, delivering high-quality pension and employee benefit advice, while also developing new business opportunities across the region. This is a client-facing role, and regular travel will be required to meet clients across Yorkshire and surrounding areas. The Role Provide expert advice on workplace pensions, auto-enrolment and corporate retirement planning Manage and develop relationships with a portfolio of corporate clients Deliver scheme reviews, governance support and ongoing servicing Support employers with pension scheme design, implementation and communication Attend client meetings, presentations and employee engagement sessions Identify and develop new business opportunities within the corporate space Work closely with internal teams including paraplanners and administrators to deliver a high level of service Ensure all advice is delivered in line with FCA regulatory standards About You We are looking for a professional and driven adviser with strong corporate pensions experience and the ability to build lasting client relationships. Key Skills & Experience: Proven experience advising on corporate pensions / employee benefits Strong knowledge of auto-enrolment legislation and workplace pension schemes Level 4 Diploma qualified (or working towards) Excellent communication and presentation skills Ability to manage client relationships and deliver a high-quality service Commercial mindset with the ability to identify new opportunities Full UK driving licence and willingness to travel to client sites What's on Offer Opportunity to join a growing and well-respected firm Established client base with opportunity to develop further business Competitive basic salary with bonus potential Support from a dedicated administration and paraplanning team Flexible working environment when not attending client meetings This is an excellent opportunity for a Corporate Pensions Adviser looking to take the next step in their career within a supportive and ambitious organisation. For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16563
Mar 27, 2026
Full time
Corporate Pensions Adviser Leeds (Client-Facing Role with Travel) £45,000 - £50,000 + Bonus NJR Recruitment is proud to be working with a well-established and growing financial services firm in Leeds, who are seeking a Corporate Pensions Adviser to join their expanding team. This is a fantastic opportunity for an experienced adviser to work with a portfolio of corporate clients, delivering high-quality pension and employee benefit advice, while also developing new business opportunities across the region. This is a client-facing role, and regular travel will be required to meet clients across Yorkshire and surrounding areas. The Role Provide expert advice on workplace pensions, auto-enrolment and corporate retirement planning Manage and develop relationships with a portfolio of corporate clients Deliver scheme reviews, governance support and ongoing servicing Support employers with pension scheme design, implementation and communication Attend client meetings, presentations and employee engagement sessions Identify and develop new business opportunities within the corporate space Work closely with internal teams including paraplanners and administrators to deliver a high level of service Ensure all advice is delivered in line with FCA regulatory standards About You We are looking for a professional and driven adviser with strong corporate pensions experience and the ability to build lasting client relationships. Key Skills & Experience: Proven experience advising on corporate pensions / employee benefits Strong knowledge of auto-enrolment legislation and workplace pension schemes Level 4 Diploma qualified (or working towards) Excellent communication and presentation skills Ability to manage client relationships and deliver a high-quality service Commercial mindset with the ability to identify new opportunities Full UK driving licence and willingness to travel to client sites What's on Offer Opportunity to join a growing and well-respected firm Established client base with opportunity to develop further business Competitive basic salary with bonus potential Support from a dedicated administration and paraplanning team Flexible working environment when not attending client meetings This is an excellent opportunity for a Corporate Pensions Adviser looking to take the next step in their career within a supportive and ambitious organisation. For more information or a confidential discussion, please contact NJR Recruitment quoting NJR16563
Exchange Street Claims ltd
Birmingham, Staffordshire
A leading financial consultancy is looking for a Technical Consultant in Financial Planning based in Birmingham. You'll guide financial planners on technical queries focusing on pensions and investments. The role offers an attractive salary up to £52,000 and an extensive benefits package including a non-contributory pension, dental insurance, and life cover. Embrace the opportunity to work from home while contributing to a diverse workplace aiming for 40% women in leadership. Your level 4 qualification is essential for this expert role.
Mar 27, 2026
Full time
A leading financial consultancy is looking for a Technical Consultant in Financial Planning based in Birmingham. You'll guide financial planners on technical queries focusing on pensions and investments. The role offers an attractive salary up to £52,000 and an extensive benefits package including a non-contributory pension, dental insurance, and life cover. Embrace the opportunity to work from home while contributing to a diverse workplace aiming for 40% women in leadership. Your level 4 qualification is essential for this expert role.
Production Planner Location: Dronfield Working Hours: Sunday - Wednesday, 06:00 - 16:00 Salary: Competitive + Benefits About Us Join 2 Sisters Food Group, one of the UK's largest food manufacturers, with an annual turnover exceeding £3 billion and approximately 13,000 employees across 16 sites. We have a strong presence in poultry, chilled, and bakery food categories. We are committed to delivering high-quality products to the British public and our retail and food service customers, including major retailers such as Aldi, Asda, Co-op, KFC, Lidl, Marks & Spencer, Morrisons, Sainsbury's, Tesco, and Waitrose. About the Role We are looking for a highly organised and proactive Production Planner to join our team at Gunstone's Bakery. In this role, you will be responsible for creating and managing daily and weekly production plans to ensure all customer requirements are met while optimising factory efficiency and profitability. You will play a key role in coordinating production activities, monitoring performance, and responding to changing demands within a fast-paced manufacturing environment. Working closely with wider teams, you will contribute to forecasting, capacity planning, and seasonal campaign planning, ensuring smooth and effective operations across the site. Key Responsibilities Issue achievable daily production plans to meet customer requirements while optimising profitability Produce and distribute provisional weekly production plans ahead of each week Create Master Production Schedules (MPS) using the AS400 PICS planning system Monitor and report on weekly plan performance on a daily basis About You You are highly organised, analytical, and thrive in a fast-paced environment. You have strong planning and coordination skills, with the ability to manage multiple priorities and adapt quickly to changing demands. You are confident working with data and systems, with a keen eye for detail and a proactive approach to problem-solving. You enjoy collaborating with cross-functional teams and play a key role in ensuring operational efficiency and performance. Key Skills and Qualifications Experience in a planning or coordination role within a fast-paced environment Strong Excel skills and experience using ERP systems Highly organised with excellent attention to detail Strong analytical and problem-solving abilities Benefits 33 days annual leave including bank holidays Refer a friend scheme Health Assured Employee Assistance Programme and Grocery Aid - free and confidential support services available 365 days a year Boparan Restaurant Group Discount - 50% discount for friends and family Why Join Us? As one of the UK's largest food manufacturers, we offer excellent opportunities for development and progression. This role provides the chance to make a real impact on production efficiency and operational performance, while developing your career within a dynamic and supportive environment.
Mar 27, 2026
Full time
Production Planner Location: Dronfield Working Hours: Sunday - Wednesday, 06:00 - 16:00 Salary: Competitive + Benefits About Us Join 2 Sisters Food Group, one of the UK's largest food manufacturers, with an annual turnover exceeding £3 billion and approximately 13,000 employees across 16 sites. We have a strong presence in poultry, chilled, and bakery food categories. We are committed to delivering high-quality products to the British public and our retail and food service customers, including major retailers such as Aldi, Asda, Co-op, KFC, Lidl, Marks & Spencer, Morrisons, Sainsbury's, Tesco, and Waitrose. About the Role We are looking for a highly organised and proactive Production Planner to join our team at Gunstone's Bakery. In this role, you will be responsible for creating and managing daily and weekly production plans to ensure all customer requirements are met while optimising factory efficiency and profitability. You will play a key role in coordinating production activities, monitoring performance, and responding to changing demands within a fast-paced manufacturing environment. Working closely with wider teams, you will contribute to forecasting, capacity planning, and seasonal campaign planning, ensuring smooth and effective operations across the site. Key Responsibilities Issue achievable daily production plans to meet customer requirements while optimising profitability Produce and distribute provisional weekly production plans ahead of each week Create Master Production Schedules (MPS) using the AS400 PICS planning system Monitor and report on weekly plan performance on a daily basis About You You are highly organised, analytical, and thrive in a fast-paced environment. You have strong planning and coordination skills, with the ability to manage multiple priorities and adapt quickly to changing demands. You are confident working with data and systems, with a keen eye for detail and a proactive approach to problem-solving. You enjoy collaborating with cross-functional teams and play a key role in ensuring operational efficiency and performance. Key Skills and Qualifications Experience in a planning or coordination role within a fast-paced environment Strong Excel skills and experience using ERP systems Highly organised with excellent attention to detail Strong analytical and problem-solving abilities Benefits 33 days annual leave including bank holidays Refer a friend scheme Health Assured Employee Assistance Programme and Grocery Aid - free and confidential support services available 365 days a year Boparan Restaurant Group Discount - 50% discount for friends and family Why Join Us? As one of the UK's largest food manufacturers, we offer excellent opportunities for development and progression. This role provides the chance to make a real impact on production efficiency and operational performance, while developing your career within a dynamic and supportive environment.
Trainee Financial Advisor Frodsham OTE - £40,000 - £50,000 An award winning Financial Planning firm based in the North West looking to appoint a Junior or Trainee Financial Planner. They have been trading for well over 20 years and serve both personal and corporate clients. The role has arisen due to the firm's expansion and continued growth. This role is an outstanding opportunity for a newly qualified Financial Planner or possibly a DipFA Qualified Paraplanner or Mortgage Adviser who is looking for the next step in their career. There is a client base, full Paraplanning and Administration support along with ongoing support from the Directors. There is a competitive package on offer to the successful candidate You will be minimum of Dip FA Qualified and preferably have experience as a IFA / Financial Adviser or Paraplanner or Mortgage Adviser. Please send your CV to Douglas McDougall for more information on this opportunity.
Mar 27, 2026
Full time
Trainee Financial Advisor Frodsham OTE - £40,000 - £50,000 An award winning Financial Planning firm based in the North West looking to appoint a Junior or Trainee Financial Planner. They have been trading for well over 20 years and serve both personal and corporate clients. The role has arisen due to the firm's expansion and continued growth. This role is an outstanding opportunity for a newly qualified Financial Planner or possibly a DipFA Qualified Paraplanner or Mortgage Adviser who is looking for the next step in their career. There is a client base, full Paraplanning and Administration support along with ongoing support from the Directors. There is a competitive package on offer to the successful candidate You will be minimum of Dip FA Qualified and preferably have experience as a IFA / Financial Adviser or Paraplanner or Mortgage Adviser. Please send your CV to Douglas McDougall for more information on this opportunity.
Junior / Trainee IFA Swindon £35,000 - £40,000 + Bonuses = OTE £55,000+ An award winning IFA firm based in Swindon looking to appoint a Junior or Trainee Financial Planner. They have been trading for well over 20 years and serve both personal and corporate clients. The role has arisen due to the firm's expansion and continued growth. This role is an outstanding opportunity for a newly qualified Financial Planner or possibly a DipFA Qualified Paraplanner or Mortgage Adviser who is looking for the next step in their career. There is a client base, full Paraplanning and Administration support along with ongoing support from the Directors. There is a competitive package on offer to the successful candidate, this will include a negotiable basic salary and attractive bonus scheme . You will be minimum of Diploma and have experience as a IFA / Financial Adviser or Paraplanner or Mortgage Adviser. Please send your CV to Douglas McDougall for more information on this opportunity.
Mar 27, 2026
Full time
Junior / Trainee IFA Swindon £35,000 - £40,000 + Bonuses = OTE £55,000+ An award winning IFA firm based in Swindon looking to appoint a Junior or Trainee Financial Planner. They have been trading for well over 20 years and serve both personal and corporate clients. The role has arisen due to the firm's expansion and continued growth. This role is an outstanding opportunity for a newly qualified Financial Planner or possibly a DipFA Qualified Paraplanner or Mortgage Adviser who is looking for the next step in their career. There is a client base, full Paraplanning and Administration support along with ongoing support from the Directors. There is a competitive package on offer to the successful candidate, this will include a negotiable basic salary and attractive bonus scheme . You will be minimum of Diploma and have experience as a IFA / Financial Adviser or Paraplanner or Mortgage Adviser. Please send your CV to Douglas McDougall for more information on this opportunity.
Role Details: In this role you will be supporting the First Fit Planning team in the role of Expeditor. Main tasks include the validation of shipment plans with Suppliers, maintaining a 5-day rolling shipment plan, supporting with the inbound PO management and tracking shipments into different sites. You will also be involved in Daily / Weekly review meetings click apply for full job details
Mar 27, 2026
Contractor
Role Details: In this role you will be supporting the First Fit Planning team in the role of Expeditor. Main tasks include the validation of shipment plans with Suppliers, maintaining a 5-day rolling shipment plan, supporting with the inbound PO management and tracking shipments into different sites. You will also be involved in Daily / Weekly review meetings click apply for full job details
Paraplanner / Trainee Paraplanner - Hybrid Salary: £30,000 - £50,000 (DOE) Reference: 10259 Recruit UK are working with a growing, client-focused financial planning firm that is looking to appoint an additional Paraplanner or Trainee Paraplanner to support its close-knit team. This is a fantastic opportunity for either an experienced paraplanner or an IFA Administrator looking to step up into paraplanning , within a business that values personality, client interaction and team collaboration. As a smaller firm, they are looking for someone who is self-motivated, proactive and comfortable working independently , while also contributing to a supportive team environment. The Role You will provide key support across the advice process, assisting with research, report writing and case management , while also having exposure to the client-facing side of the business . Everyone in the team plays a part in client relationships, so strong communication skills and a personable approach are essential. Key Responsibilities • Supporting advisers with research and suitability report preparation • Assisting with client onboarding and ongoing case management • Working across pensions, investments and financial planning cases • Maintaining accurate client records and back-office systems • Contributing to the client experience and relationship management Candidate Profile • Experience as a Paraplanner or IFA Administrator (looking to progress) • Strong communication skills and a client-focused mindset • Able to work independently and manage workload effectively • Positive attitude with a team-oriented approach • Qualifications beneficial but not essential Salary & Benefits • £30,000 - £50,000 depending on experience • Hybrid working - 2 days in office, 3 from home • 25 days holiday + bank holidays • 5% pension contribution • Flexible, supportive working environment
Mar 27, 2026
Full time
Paraplanner / Trainee Paraplanner - Hybrid Salary: £30,000 - £50,000 (DOE) Reference: 10259 Recruit UK are working with a growing, client-focused financial planning firm that is looking to appoint an additional Paraplanner or Trainee Paraplanner to support its close-knit team. This is a fantastic opportunity for either an experienced paraplanner or an IFA Administrator looking to step up into paraplanning , within a business that values personality, client interaction and team collaboration. As a smaller firm, they are looking for someone who is self-motivated, proactive and comfortable working independently , while also contributing to a supportive team environment. The Role You will provide key support across the advice process, assisting with research, report writing and case management , while also having exposure to the client-facing side of the business . Everyone in the team plays a part in client relationships, so strong communication skills and a personable approach are essential. Key Responsibilities • Supporting advisers with research and suitability report preparation • Assisting with client onboarding and ongoing case management • Working across pensions, investments and financial planning cases • Maintaining accurate client records and back-office systems • Contributing to the client experience and relationship management Candidate Profile • Experience as a Paraplanner or IFA Administrator (looking to progress) • Strong communication skills and a client-focused mindset • Able to work independently and manage workload effectively • Positive attitude with a team-oriented approach • Qualifications beneficial but not essential Salary & Benefits • £30,000 - £50,000 depending on experience • Hybrid working - 2 days in office, 3 from home • 25 days holiday + bank holidays • 5% pension contribution • Flexible, supportive working environment
Junior / Trainee IFA Glasgow £35,000 - £40,000 + Bonuses = OTE £55,000+ An award winning IFA firm based in Glasgow looking to appoint a Junior or Trainee Financial Planner. They have been trading for well over 20 years and serve both personal and corporate clients. The role has arisen due to the firm's expansion and continued growth. This role is an outstanding opportunity for a newly qualified Financial Planner or possibly a DipFA Qualified Paraplanner or Mortgage Adviser who is looking for the next step in their career. There is a client base, full Paraplanning and Administration support along with ongoing support from the Directors. There is a competitive package on offer to the successful candidate, this will include a negotiable basic salary and attractive bonus scheme . You will be minimum of Diploma and have experience as a IFA / Financial Adviser or Paraplanner or Mortgage Adviser. Please send your CV to Douglas McDougall for more information on this opportunity.
Mar 27, 2026
Full time
Junior / Trainee IFA Glasgow £35,000 - £40,000 + Bonuses = OTE £55,000+ An award winning IFA firm based in Glasgow looking to appoint a Junior or Trainee Financial Planner. They have been trading for well over 20 years and serve both personal and corporate clients. The role has arisen due to the firm's expansion and continued growth. This role is an outstanding opportunity for a newly qualified Financial Planner or possibly a DipFA Qualified Paraplanner or Mortgage Adviser who is looking for the next step in their career. There is a client base, full Paraplanning and Administration support along with ongoing support from the Directors. There is a competitive package on offer to the successful candidate, this will include a negotiable basic salary and attractive bonus scheme . You will be minimum of Diploma and have experience as a IFA / Financial Adviser or Paraplanner or Mortgage Adviser. Please send your CV to Douglas McDougall for more information on this opportunity.
Ernest Gordon Recruitment
Craigavon, County Armagh
Production Planner (Food Manufacturing) Craigavon £30,000 - £40,000 + Days Based + Progression + Training Are you a Production Planner ready to step into a new role with one of the UK's leading producers of jams and bakery fillings? This is an exciting opportunity to play a key role in a rapidly expanding business, where you will support production planning and help drive future growth, with opportun click apply for full job details
Mar 27, 2026
Full time
Production Planner (Food Manufacturing) Craigavon £30,000 - £40,000 + Days Based + Progression + Training Are you a Production Planner ready to step into a new role with one of the UK's leading producers of jams and bakery fillings? This is an exciting opportunity to play a key role in a rapidly expanding business, where you will support production planning and help drive future growth, with opportun click apply for full job details
A.D.S Construction Personnel Ltd
Northampton, Northamptonshire
Planner Tier 1 Main Contractor Salary: £40,000£50,000 + Car Allowance + Bonus Location: Northampton (Hybrid) A leading Tier 1 main contractor has an opportunity for an experienced Planner to join their high-performing planning team in Northampton. This thriving multi-disciplinary contractor delivers major industrial, logistics, commercial and infrastructure projects nationwide, and following a recor click apply for full job details
Mar 27, 2026
Full time
Planner Tier 1 Main Contractor Salary: £40,000£50,000 + Car Allowance + Bonus Location: Northampton (Hybrid) A leading Tier 1 main contractor has an opportunity for an experienced Planner to join their high-performing planning team in Northampton. This thriving multi-disciplinary contractor delivers major industrial, logistics, commercial and infrastructure projects nationwide, and following a recor click apply for full job details
Paraplanner (Progression to advice) - Birmingham City Centre (Hybrid) - £35,000 to £50,000 An opportunity has arisen for an experienced paraplanner to join a well-established and award-winning financial planning firm in the heart of Birmingham. This role is ideal for a detail-oriented professional who enjoys complex calculations, in-depth research, and supporting advisers with high-quality financial planning. The Role As a key part of the financial planning team, you will play a crucial role in delivering excellent service to clients. Your responsibilities will include conducting research, preparing suitability reports, assisting with cash flow modelling, and ensuring all documentation meets regulatory standards. You will also work closely with advisers to prepare for client meetings, providing valuable insights and ensuring seamless execution of financial plans. Key Responsibilities Conduct in-depth research and analysis to support financial planning recommendations Prepare suitability reports and ensure compliance with regulatory requirements Assist with cash flow modelling and complex calculations Collaborate with advisers to prepare for client meetings Stay up to date with industry changes and evolving regulations Requirements Progress towards CII qualifications (Diploma in Regulated Financial Planning or equivalent) Strong experience in paraplanning, particularly with complex calculations Excellent attention to detail and ability to interpret financial data Proactive approach and ability to work independently Strong communication and organisational skills Proficiency in Microsoft Office (Word & Excel); experience with Fidelity platform is desirable What's on Offer Competitive salary of £35,000 to £50,000, dependent on experience and qualifications Hybrid working model - two days in the office, three from home Opportunities for professional development and career progression A collaborative and supportive working environment with a flexible approach This is an excellent opportunity for a skilled paraplanner to take the next step in their career within a forward-thinking financial planning firm.
Mar 27, 2026
Full time
Paraplanner (Progression to advice) - Birmingham City Centre (Hybrid) - £35,000 to £50,000 An opportunity has arisen for an experienced paraplanner to join a well-established and award-winning financial planning firm in the heart of Birmingham. This role is ideal for a detail-oriented professional who enjoys complex calculations, in-depth research, and supporting advisers with high-quality financial planning. The Role As a key part of the financial planning team, you will play a crucial role in delivering excellent service to clients. Your responsibilities will include conducting research, preparing suitability reports, assisting with cash flow modelling, and ensuring all documentation meets regulatory standards. You will also work closely with advisers to prepare for client meetings, providing valuable insights and ensuring seamless execution of financial plans. Key Responsibilities Conduct in-depth research and analysis to support financial planning recommendations Prepare suitability reports and ensure compliance with regulatory requirements Assist with cash flow modelling and complex calculations Collaborate with advisers to prepare for client meetings Stay up to date with industry changes and evolving regulations Requirements Progress towards CII qualifications (Diploma in Regulated Financial Planning or equivalent) Strong experience in paraplanning, particularly with complex calculations Excellent attention to detail and ability to interpret financial data Proactive approach and ability to work independently Strong communication and organisational skills Proficiency in Microsoft Office (Word & Excel); experience with Fidelity platform is desirable What's on Offer Competitive salary of £35,000 to £50,000, dependent on experience and qualifications Hybrid working model - two days in the office, three from home Opportunities for professional development and career progression A collaborative and supportive working environment with a flexible approach This is an excellent opportunity for a skilled paraplanner to take the next step in their career within a forward-thinking financial planning firm.
Client Account Manager - Financial Planning London Hybrid (2 days office / 3 days WFH) Up to £36k + discretionary bonus Full study support Clear pathway to Paraplanner & beyond If you're looking for a role that genuinely shapes your career in financial planning - not just another admin job - this is it. This firm is known for developing people, promoting from within and giving ambitious individuals the support, structure and mentorship to grow into high-calibre paraplanners and future leaders. You'll join a highly collaborative, dynamic team of high achievers who care deeply about client outcomes. It's fast-paced, supportive, and full of people who love what they do. Why This Role Is Career-Defining Full study support (exams, materials, paid study time) A clear, structured progression route into paraplanning Hybrid working: 2 days in the office, 3 days from home A culture built on collaboration, excellence and client care A firm where people stay, grow and build long-term careers This is the perfect environment if you're driven, organised and ready to take the next step in your financial planning journey. The Role As the key link between clients and planners, you'll ensure every piece of advice is delivered accurately on time and with exceptional care. Your work is central to the client experience. Your day-to-day will include: Preparing client review packs and keeping the CRM fully updated Managing LOAs and liaising with providers to gather accurate information Processing new business across pensions, investments and protection Working with lifestyle modelling outputs to ensure recommendations align Monitoring service standards and ensuring nothing slips through the gaps Handling client queries with clarity, confidence and professionalism You're the person who turns great advice into real-world outcomes. About You You'll likely bring: Experience in an IFA, wealth management or financial planning environment Confidence handling provider platforms, LOAs and new business end-to-end A solid understanding of pensions and investments (DC transfers a bonus) Strong organisation, follow-up and task-tracking skills A friendly, professional communication style High attention to detail and a natural sense of ownership If you're the reliable, proactive person others depend on - you'll thrive here. Progression & Support This firm invests heavily in its people. You'll be supported by experienced paraplanners and planners, given structured development plans, and encouraged to grow at pace. Many of the team have progressed quickly - and you can too. If you want a role where your organisation, care and ambition genuinely shape clients' financial futures - and your own career - this is an outstanding next step. Send your CV to Ursula at Financial Divisions
Mar 27, 2026
Full time
Client Account Manager - Financial Planning London Hybrid (2 days office / 3 days WFH) Up to £36k + discretionary bonus Full study support Clear pathway to Paraplanner & beyond If you're looking for a role that genuinely shapes your career in financial planning - not just another admin job - this is it. This firm is known for developing people, promoting from within and giving ambitious individuals the support, structure and mentorship to grow into high-calibre paraplanners and future leaders. You'll join a highly collaborative, dynamic team of high achievers who care deeply about client outcomes. It's fast-paced, supportive, and full of people who love what they do. Why This Role Is Career-Defining Full study support (exams, materials, paid study time) A clear, structured progression route into paraplanning Hybrid working: 2 days in the office, 3 days from home A culture built on collaboration, excellence and client care A firm where people stay, grow and build long-term careers This is the perfect environment if you're driven, organised and ready to take the next step in your financial planning journey. The Role As the key link between clients and planners, you'll ensure every piece of advice is delivered accurately on time and with exceptional care. Your work is central to the client experience. Your day-to-day will include: Preparing client review packs and keeping the CRM fully updated Managing LOAs and liaising with providers to gather accurate information Processing new business across pensions, investments and protection Working with lifestyle modelling outputs to ensure recommendations align Monitoring service standards and ensuring nothing slips through the gaps Handling client queries with clarity, confidence and professionalism You're the person who turns great advice into real-world outcomes. About You You'll likely bring: Experience in an IFA, wealth management or financial planning environment Confidence handling provider platforms, LOAs and new business end-to-end A solid understanding of pensions and investments (DC transfers a bonus) Strong organisation, follow-up and task-tracking skills A friendly, professional communication style High attention to detail and a natural sense of ownership If you're the reliable, proactive person others depend on - you'll thrive here. Progression & Support This firm invests heavily in its people. You'll be supported by experienced paraplanners and planners, given structured development plans, and encouraged to grow at pace. Many of the team have progressed quickly - and you can too. If you want a role where your organisation, care and ambition genuinely shape clients' financial futures - and your own career - this is an outstanding next step. Send your CV to Ursula at Financial Divisions
About the Role We are seeking a high-calibre Despatch Planner with strong planning skills, excellent communication, and confidence using business systems. Based at our Birmingham (Smethwick) site-one of our key operational hubs-you will join us during an exciting period of operational modernisation following the implementation of a new scanning system. You will be responsible for planning, monitoring, and reviewing the daily production schedule and UK-wide transport plan, working closely with the Despatch Team Leader and wider teams to ensure departmental targets are met. This is a fast-paced, hands-on role requiring strong organisation and problem-solving skills. You will help deliver world-class customer service through efficient scheduling, accurate documentation, and smooth goods flow on and off site. You will also contribute to continuous improvement by identifying and implementing changes that enhance efficiency, reduce waste, and improve on-time, in-full (OTIF) performance. Key Responsibilities: (included but not limited) Daily Planning & Scheduling Plan daily vehicle schedules, ensuring all lorries are allocated for the following day across UK-wide delivery and collection points. Manage and allocate vehicle types up to 44T HGV's. Assess capacity and plan loads to ensure routes are optimised and cost effective. Coordinate day-rate and contract vehicles to maximise efficiency and ensure compliance with agreed terms. Maximise load utilisation to reduce empty running and improve overall transport efficiency. Operations & Coordination Liaise closely with Production to understand priorities, product availability, and loading times. Prepare all despatch paperwork including delivery notes, manifests, labels and compliance documents. Create and issue accurate despatch work labels within required timelines. Arrange inbound and outbound transport from multiple suppliers and external partners. Communicate with Customer Services in the Birmingham office regarding order status, timings, amendments, and updates. Load & Material Management Manage loads involving pallets, cardboard, raw board, and stock, ensuring correct allocation and handling. Coordinate supplier collections and internal transfers, ensuring steady material flow. Maintain essential despatch materials such as pallets and labels, ensuring stock availability. Workload & Efficiency Balance the daily despatch workload, including managing early-morning peaks and preventing bottlenecks from 6am onwards. Complete all PM tasks, including next-day planning and preparation. Monitor and reduce waiting times, avoiding unnecessary waiting charges. About You We're seeking a proactive, detail-focused individual with strong organisational and communication skills. Ideally, you will have: Minimum Requirements: Experience in transport planning, logistics, or despatch operations (manufacturing or FMCG experience advantageous). Strong understanding of vehicle capacities, load planning, and route efficiency. Ability to work in a fast-paced environment with early-morning operational peaks. Confidence in liaising with production teams, transport partners, and customer service teams. Excellent attention to detail, particularly in paperwork, scheduling, and compliance. Problem-solving ability, especially around load allocation, delays, or capacity constraints. A collaborative, hands-on approach and willingness to support the wider team. Benefits Additional benefits include: ife assurance Income protection Employee assistance program Cycle to work scheme Shopping discounts Staff canteen area with facilities On site parking 25 days' holiday plus bank holidays Pension scheme Location: Birmingham (Smethwick) Working Pattern: On Site - Monday to Thursday 08:00 - 16:00/ Friday 08:00 - 15:00 About us We're DS Smith, the company who are redefining packaging for a changing world. We believe a better, more sustainable tomorrow is possible with the right people, who challenge and support one another to enact positive change. Today, we operate in more than 30 different countries, supporting customers across sectors like FMCG, industrial, and e-commerce. We deliver on quality, service, innovation, and added value to deliver market-leading sustainable packaging solutions our customers need. Our industry needs to transform, and we're building the team to drive change across Europe and North America To fulfil our purpose of redefining packaging for a changing world, we aim to build a diverse, motivated, and engaged workforce. Our goal is to create a culture of inclusion where everyone is treated fairly, differences are valued, and everyone has an equal opportunity to succeed. Our people come from diverse backgrounds, bring different perspectives, ideas and experiences to generate unique solutions focused on present and future sustainability challenges. We welcome all candidates to apply, even those not meeting all criteria.
Mar 27, 2026
Full time
About the Role We are seeking a high-calibre Despatch Planner with strong planning skills, excellent communication, and confidence using business systems. Based at our Birmingham (Smethwick) site-one of our key operational hubs-you will join us during an exciting period of operational modernisation following the implementation of a new scanning system. You will be responsible for planning, monitoring, and reviewing the daily production schedule and UK-wide transport plan, working closely with the Despatch Team Leader and wider teams to ensure departmental targets are met. This is a fast-paced, hands-on role requiring strong organisation and problem-solving skills. You will help deliver world-class customer service through efficient scheduling, accurate documentation, and smooth goods flow on and off site. You will also contribute to continuous improvement by identifying and implementing changes that enhance efficiency, reduce waste, and improve on-time, in-full (OTIF) performance. Key Responsibilities: (included but not limited) Daily Planning & Scheduling Plan daily vehicle schedules, ensuring all lorries are allocated for the following day across UK-wide delivery and collection points. Manage and allocate vehicle types up to 44T HGV's. Assess capacity and plan loads to ensure routes are optimised and cost effective. Coordinate day-rate and contract vehicles to maximise efficiency and ensure compliance with agreed terms. Maximise load utilisation to reduce empty running and improve overall transport efficiency. Operations & Coordination Liaise closely with Production to understand priorities, product availability, and loading times. Prepare all despatch paperwork including delivery notes, manifests, labels and compliance documents. Create and issue accurate despatch work labels within required timelines. Arrange inbound and outbound transport from multiple suppliers and external partners. Communicate with Customer Services in the Birmingham office regarding order status, timings, amendments, and updates. Load & Material Management Manage loads involving pallets, cardboard, raw board, and stock, ensuring correct allocation and handling. Coordinate supplier collections and internal transfers, ensuring steady material flow. Maintain essential despatch materials such as pallets and labels, ensuring stock availability. Workload & Efficiency Balance the daily despatch workload, including managing early-morning peaks and preventing bottlenecks from 6am onwards. Complete all PM tasks, including next-day planning and preparation. Monitor and reduce waiting times, avoiding unnecessary waiting charges. About You We're seeking a proactive, detail-focused individual with strong organisational and communication skills. Ideally, you will have: Minimum Requirements: Experience in transport planning, logistics, or despatch operations (manufacturing or FMCG experience advantageous). Strong understanding of vehicle capacities, load planning, and route efficiency. Ability to work in a fast-paced environment with early-morning operational peaks. Confidence in liaising with production teams, transport partners, and customer service teams. Excellent attention to detail, particularly in paperwork, scheduling, and compliance. Problem-solving ability, especially around load allocation, delays, or capacity constraints. A collaborative, hands-on approach and willingness to support the wider team. Benefits Additional benefits include: ife assurance Income protection Employee assistance program Cycle to work scheme Shopping discounts Staff canteen area with facilities On site parking 25 days' holiday plus bank holidays Pension scheme Location: Birmingham (Smethwick) Working Pattern: On Site - Monday to Thursday 08:00 - 16:00/ Friday 08:00 - 15:00 About us We're DS Smith, the company who are redefining packaging for a changing world. We believe a better, more sustainable tomorrow is possible with the right people, who challenge and support one another to enact positive change. Today, we operate in more than 30 different countries, supporting customers across sectors like FMCG, industrial, and e-commerce. We deliver on quality, service, innovation, and added value to deliver market-leading sustainable packaging solutions our customers need. Our industry needs to transform, and we're building the team to drive change across Europe and North America To fulfil our purpose of redefining packaging for a changing world, we aim to build a diverse, motivated, and engaged workforce. Our goal is to create a culture of inclusion where everyone is treated fairly, differences are valued, and everyone has an equal opportunity to succeed. Our people come from diverse backgrounds, bring different perspectives, ideas and experiences to generate unique solutions focused on present and future sustainability challenges. We welcome all candidates to apply, even those not meeting all criteria.
Role: Continuous Improvement Assistant Location: LeicesterSalary: £K Hybrid working - following successful completion of initial training and induction We are currently recruiting for a Continuous Improvement Assistant, to work within a well-established Chartered firm of Financial Planners. ROLE OVERVIEW As a key advocate for continuous improvement, you will play a pivotal role in elevating the client experience and strengthening operational excellence across the business. Working proactively with a diverse range of stakeholders, you will champion meaningful change, encourage innovation, and help embed a culture where continuous improvement is part of our everyday mindset. You will work closely with the Head of Operations to drive performance enhancements, support the delivery of strategic initiatives, and streamline processes that improve efficiency and client outcomes. From refining client journeys to advancing digitisation and automation efforts, you will help shape solutions that make a real and lasting impact. MAIN TASKS: Technology Enablement Partner with our IT support and system suppliers to identify and implement technology solutions that improve operational efficiency. Champion automation and data-driven decision-making across departments. Champion continuous improvement and performance tracking. Champion and assist workflow automation. Assist the improvement of data flow and visibility. Support data governance and ensure secure handling of client and operational data. Process & Procedure Optimisation Assist the analysis of existing operational workflows and identify inefficiencies. Collaborate with key stakeholders to identify opportunities for digitisation and automation that streamline processes and reduce manual effort. Assist in the redesign and improvement of business processes. Collaborate with key internal stakeholders to implement standardisation and maintain best practice. Client Experience Enhancement Work closely with client-facing teams to understand pain points and improve service delivery. Enhance client and employee experiences across key touchpoints. Assist the mapping and redesign of client journeys to ensure seamless, high-quality interactions. Assist in digital transformation initiatives that enhance client engagement and satisfaction. Performance & Culture Measure the impact of improvement initiatives. Use data-driven insights to measure performance and identify areas for improvement. Support a continuous improvement culture through training, coaching, and stakeholder engagement. Coordinate workshops and training sessions to promote digitalisation, automation, new processes and continuous improvement. Support leadership in driving cultural change aligned with strategic goals. SERVICE AND COMPLIANCE Always operate in accordance with the Rules of the FCA, the CII code of conduct and our company policies and procedures. Ensure that the firm's high standards of client care are met by demonstrating competence in all aspects of your role. Ensure all improvement initiatives align with FCA regulations and internal compliance standards. Participate in audits and risk assessments to identify areas for improvement. Consistently illustrate our company values QUALIFICATIONS & WORK EXPERIENCE: Essential Educated to A level standard (or equivalent) as a minimum. Willing to undertake further study to improve technical knowledge Proven experience in continuous improvement, business process optimisation, and operational excellence Familiarity with digital transformation, automation tools, technology optimisation and change management. Desirable More than 2 years' experience in a financial services or continuous improvement role. Experience in systems integration. System experience of Intelligent Office. Degree in Finance, Economics or Business (or equivalent work experience) Experience with Lean, Six Sigma, or similar methodologies. Strong understanding of FCA regulatory environment. SKILLS and ABILITIES REQUIRED: Essential Ability to work independently with strong stakeholder management and relationship-building skills. Competent user of Office 365. Clear and confident verbal and written communication. Able to explain ideas and processes in a simple, understandable way. Strong analytical and problem-solving capabilities. Demonstratable eye for detail and getting tasks right the first time. Well-organised, able to manage multiple tasks and deadlines. Desirable Strong understanding of SharePoint, One Drive and Teams. Excellent analytical, project management, and stakeholder engagement skills. Ability to influence cultural change and drive performance improvements. Ability to implement technology-driven solutions Ability to manage communications with several key stakeholders. Pay and Benefits Winner of the Best Financial Advisors to work for Salary £32-35K per annum (dependent on qualifications, knowledge, and experience) Discretionary bonuses 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction
Mar 27, 2026
Full time
Role: Continuous Improvement Assistant Location: LeicesterSalary: £K Hybrid working - following successful completion of initial training and induction We are currently recruiting for a Continuous Improvement Assistant, to work within a well-established Chartered firm of Financial Planners. ROLE OVERVIEW As a key advocate for continuous improvement, you will play a pivotal role in elevating the client experience and strengthening operational excellence across the business. Working proactively with a diverse range of stakeholders, you will champion meaningful change, encourage innovation, and help embed a culture where continuous improvement is part of our everyday mindset. You will work closely with the Head of Operations to drive performance enhancements, support the delivery of strategic initiatives, and streamline processes that improve efficiency and client outcomes. From refining client journeys to advancing digitisation and automation efforts, you will help shape solutions that make a real and lasting impact. MAIN TASKS: Technology Enablement Partner with our IT support and system suppliers to identify and implement technology solutions that improve operational efficiency. Champion automation and data-driven decision-making across departments. Champion continuous improvement and performance tracking. Champion and assist workflow automation. Assist the improvement of data flow and visibility. Support data governance and ensure secure handling of client and operational data. Process & Procedure Optimisation Assist the analysis of existing operational workflows and identify inefficiencies. Collaborate with key stakeholders to identify opportunities for digitisation and automation that streamline processes and reduce manual effort. Assist in the redesign and improvement of business processes. Collaborate with key internal stakeholders to implement standardisation and maintain best practice. Client Experience Enhancement Work closely with client-facing teams to understand pain points and improve service delivery. Enhance client and employee experiences across key touchpoints. Assist the mapping and redesign of client journeys to ensure seamless, high-quality interactions. Assist in digital transformation initiatives that enhance client engagement and satisfaction. Performance & Culture Measure the impact of improvement initiatives. Use data-driven insights to measure performance and identify areas for improvement. Support a continuous improvement culture through training, coaching, and stakeholder engagement. Coordinate workshops and training sessions to promote digitalisation, automation, new processes and continuous improvement. Support leadership in driving cultural change aligned with strategic goals. SERVICE AND COMPLIANCE Always operate in accordance with the Rules of the FCA, the CII code of conduct and our company policies and procedures. Ensure that the firm's high standards of client care are met by demonstrating competence in all aspects of your role. Ensure all improvement initiatives align with FCA regulations and internal compliance standards. Participate in audits and risk assessments to identify areas for improvement. Consistently illustrate our company values QUALIFICATIONS & WORK EXPERIENCE: Essential Educated to A level standard (or equivalent) as a minimum. Willing to undertake further study to improve technical knowledge Proven experience in continuous improvement, business process optimisation, and operational excellence Familiarity with digital transformation, automation tools, technology optimisation and change management. Desirable More than 2 years' experience in a financial services or continuous improvement role. Experience in systems integration. System experience of Intelligent Office. Degree in Finance, Economics or Business (or equivalent work experience) Experience with Lean, Six Sigma, or similar methodologies. Strong understanding of FCA regulatory environment. SKILLS and ABILITIES REQUIRED: Essential Ability to work independently with strong stakeholder management and relationship-building skills. Competent user of Office 365. Clear and confident verbal and written communication. Able to explain ideas and processes in a simple, understandable way. Strong analytical and problem-solving capabilities. Demonstratable eye for detail and getting tasks right the first time. Well-organised, able to manage multiple tasks and deadlines. Desirable Strong understanding of SharePoint, One Drive and Teams. Excellent analytical, project management, and stakeholder engagement skills. Ability to influence cultural change and drive performance improvements. Ability to implement technology-driven solutions Ability to manage communications with several key stakeholders. Pay and Benefits Winner of the Best Financial Advisors to work for Salary £32-35K per annum (dependent on qualifications, knowledge, and experience) Discretionary bonuses 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction
Financial Planner (Employed) Location: Devizes (with flexibility to also work from Bristol) Salary: £45,000 Bonus: Baseline value £25,000 , plus 10% on any initial business and 5% on ongoing achieved beyond that threshold A Unique Opportunity This is a rare opening for an ambitious and client-centric Financial Planner to join a growing, forward-thinking financial services firm. You will benefit from warm inbound leads generated through the website and inherit an existing client bank , providing a strong foundation for long-term success and business growth. This role offers a superb blend of autonomy, structure, and progression-ideal for someone motivated by delivering exceptional client outcomes while operating within a supportive, compliance-driven environment. Role Purpose As an employed Financial Planner, you will provide regulated financial planning services to both prospective and existing clients, working closely with internal operations, investment teams, advisers, and compliance. Your work will ensure all recommendations meet FCA standards and internal policies. This role suits someone who is: Self-motivated and proactive Confident working independently Fully committed to high-quality service and regulatory excellence Comfortable operating within defined processes and frameworks Driven to grow a thriving client portfolio Key Responsibilities Client Advice & Relationship Management Engage and service existing clients, prospective clients, and introducers Prepare compliant financial advice across: Pensions Investments Insurance Deliver suitability reports and ensure complete compliance with internal approval processes Support advisers and clients relocating to/from the UK Conduct due diligence on platforms and DFMs Internal Collaboration Act as a key liaison between internal operations, advisers, compliance, and investment teams Communicate effectively to ensure smooth case progression Attend internal meetings, events, and mandatory CPD sessions Business Development Use approved materials to promote services and investment portfolios Support new client acquisition, cross-selling and retention strategies Contribute to meeting growth objectives through exceptional service delivery Administration, Compliance & Security Keep all CRM and administrative records accurate and up to date Schedule and manage client appointments and reviews Follow all GDPR, AML, KYC and FCA guidelines Maintain secure working environments, both onsite and remotely Submit all cases through compliance channels for approval Participate in file checks, audits, and annual training refreshers Qualifications & Experience Minimum Requirements: Level 4 Qualified or equivalent or close to Minimum 2 years ' experience in financial services Strong digital literacy, including CRM and remote working tools Skills & Attributes Excellent communication and listening skills Ability to simplify complex financial information Commercially aware and ethically driven Ability to work both independently and collaboratively Reporting Structure You will report to the Head of International Operations with additional oversight from the Compliance Officer .Regular updates will be expected on open cases, client activity, and pipeline development, along with participation in investment briefings, compliance workshops, and performance reviews.
Mar 27, 2026
Full time
Financial Planner (Employed) Location: Devizes (with flexibility to also work from Bristol) Salary: £45,000 Bonus: Baseline value £25,000 , plus 10% on any initial business and 5% on ongoing achieved beyond that threshold A Unique Opportunity This is a rare opening for an ambitious and client-centric Financial Planner to join a growing, forward-thinking financial services firm. You will benefit from warm inbound leads generated through the website and inherit an existing client bank , providing a strong foundation for long-term success and business growth. This role offers a superb blend of autonomy, structure, and progression-ideal for someone motivated by delivering exceptional client outcomes while operating within a supportive, compliance-driven environment. Role Purpose As an employed Financial Planner, you will provide regulated financial planning services to both prospective and existing clients, working closely with internal operations, investment teams, advisers, and compliance. Your work will ensure all recommendations meet FCA standards and internal policies. This role suits someone who is: Self-motivated and proactive Confident working independently Fully committed to high-quality service and regulatory excellence Comfortable operating within defined processes and frameworks Driven to grow a thriving client portfolio Key Responsibilities Client Advice & Relationship Management Engage and service existing clients, prospective clients, and introducers Prepare compliant financial advice across: Pensions Investments Insurance Deliver suitability reports and ensure complete compliance with internal approval processes Support advisers and clients relocating to/from the UK Conduct due diligence on platforms and DFMs Internal Collaboration Act as a key liaison between internal operations, advisers, compliance, and investment teams Communicate effectively to ensure smooth case progression Attend internal meetings, events, and mandatory CPD sessions Business Development Use approved materials to promote services and investment portfolios Support new client acquisition, cross-selling and retention strategies Contribute to meeting growth objectives through exceptional service delivery Administration, Compliance & Security Keep all CRM and administrative records accurate and up to date Schedule and manage client appointments and reviews Follow all GDPR, AML, KYC and FCA guidelines Maintain secure working environments, both onsite and remotely Submit all cases through compliance channels for approval Participate in file checks, audits, and annual training refreshers Qualifications & Experience Minimum Requirements: Level 4 Qualified or equivalent or close to Minimum 2 years ' experience in financial services Strong digital literacy, including CRM and remote working tools Skills & Attributes Excellent communication and listening skills Ability to simplify complex financial information Commercially aware and ethically driven Ability to work both independently and collaboratively Reporting Structure You will report to the Head of International Operations with additional oversight from the Compliance Officer .Regular updates will be expected on open cases, client activity, and pipeline development, along with participation in investment briefings, compliance workshops, and performance reviews.
Investment Administrator - Wealth Management Location: Godalming Salary: £25,000-£38,000 + Benefits Hours: Monday to Friday - Flexi Time Options Available Benefits : Generous salary, comprehensive benefits, personal development, exam support, medical insurance and pension contribution An award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Supporting a diverse client base of pension schemes and institutional investors, this role offers the opportunity to be part of a dynamic and client-focused environment. This role can offer you extensive career development and the opportunity to grow within a successful company. Plus, a minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. Job Responsibilities Flexibility to assist the team with all administration tasks Ensuring portfolio reviews are up to date and accurate Communicating effectively with clients by letter, e-mail and telephone Opening and distributing incoming post and franking and sending outgoing post. Understanding the compliance issues, guidance, manual, logs and processes. Maintenance of the client review process including the preparation of spread sheets and reports accordingly. Preparation and typing of letters and other reports, where required. Obtaining new business illustrations for Investment and Pensions Consultants where required. Processing of new business applications, including checks to ensure that documentation is correct. Maintenance of client database. Assist in the ongoing research into appropriate investment funds. Ensure all administration is completed in an effective manner to meet the firms record keeping and file quality requirements. Ensure that the firms high standards of client care are met, and operating at all times within the Rules of the FSA. To undertake all other duties as reasonably required and directed. Supporting paraplanners to prepare simple suitability reports, if required. To be successful as one of our Investment Administrators, you should have the following skills and experience:- Supporting paraplanners to prepare simple suitability reports, if required. To be successful as one of our Investment Administrators, you should have the following skills and experience:- A good understanding of the financial services sales process and client review process. Any experience of providing paraplanners with suitability reports is useful but again not essential Previous experience of Intelliflo back-office system and Quilter Investment Platform is preferred. A minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. PC literate with a sound understanding of Microsoft Word and familiarity with Microsoft Excel.
Mar 27, 2026
Full time
Investment Administrator - Wealth Management Location: Godalming Salary: £25,000-£38,000 + Benefits Hours: Monday to Friday - Flexi Time Options Available Benefits : Generous salary, comprehensive benefits, personal development, exam support, medical insurance and pension contribution An award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. Therefore, you must have proven experience within the wealth management sector including a good understanding of the different products relating to pensions, investments, life assurance and mortgages. Supporting a diverse client base of pension schemes and institutional investors, this role offers the opportunity to be part of a dynamic and client-focused environment. This role can offer you extensive career development and the opportunity to grow within a successful company. Plus, a minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. Job Responsibilities Flexibility to assist the team with all administration tasks Ensuring portfolio reviews are up to date and accurate Communicating effectively with clients by letter, e-mail and telephone Opening and distributing incoming post and franking and sending outgoing post. Understanding the compliance issues, guidance, manual, logs and processes. Maintenance of the client review process including the preparation of spread sheets and reports accordingly. Preparation and typing of letters and other reports, where required. Obtaining new business illustrations for Investment and Pensions Consultants where required. Processing of new business applications, including checks to ensure that documentation is correct. Maintenance of client database. Assist in the ongoing research into appropriate investment funds. Ensure all administration is completed in an effective manner to meet the firms record keeping and file quality requirements. Ensure that the firms high standards of client care are met, and operating at all times within the Rules of the FSA. To undertake all other duties as reasonably required and directed. Supporting paraplanners to prepare simple suitability reports, if required. To be successful as one of our Investment Administrators, you should have the following skills and experience:- Supporting paraplanners to prepare simple suitability reports, if required. To be successful as one of our Investment Administrators, you should have the following skills and experience:- A good understanding of the financial services sales process and client review process. Any experience of providing paraplanners with suitability reports is useful but again not essential Previous experience of Intelliflo back-office system and Quilter Investment Platform is preferred. A minimum of CF1 or equivalent and 2 years' experience dealing directly with clients in the financial services sector. An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. PC literate with a sound understanding of Microsoft Word and familiarity with Microsoft Excel.
IDEX Consulting Ltd
Newcastle Upon Tyne, Tyne And Wear
A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices.This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst the day to day role will have technical paraplanning responsibilities, this position has been created to pro-actively assist development and offer a genuine path to progress your career, working with highly affluent and high net worth clients.Duties include Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions Preparing suitability reports and supporting documentation for Financial Planners Maintain comprehensive and up-to-date client records Support the senior Financial Planning team and be integrated into client meetings Support and attend networking events, designed to showcase the business and attract new clients With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career. 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 27, 2026
Full time
A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices.This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst the day to day role will have technical paraplanning responsibilities, this position has been created to pro-actively assist development and offer a genuine path to progress your career, working with highly affluent and high net worth clients.Duties include Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions Preparing suitability reports and supporting documentation for Financial Planners Maintain comprehensive and up-to-date client records Support the senior Financial Planning team and be integrated into client meetings Support and attend networking events, designed to showcase the business and attract new clients With longevity demonstrated through the team, this is a great opportunity for an aspiring Financial Planner who is looking for stability and direction within your career. 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.
Job Title: Production Planning Engineer Location: Manchester Salary: £33,000 - £36,000 per annum dependent on experience Job Type: Full Time, Permanent Working Hours: 36 hrs per week Mon-Fri Do you have experience of production planning, co-ordination and management of manufacturing operations in a high quality engineering environment ideally looking to be part of a successful, niche, but industry leading organisation? EDM design, manufacture and install specialist mechanical applications to a diverse client base. On offer is an opportunity to work for a company that have an excellent reputation in their industry and a state-of-the-art facility to enable them to deliver on bespoke projects for a range of clients. Based in Manchester we are currently recruiting for a Planning Engineer on a permanent basis to join our expanding Planning Department. We have a wide variety of prestigious clients on some of the most exciting Military and Civil aviation training engineering projects around the world and this role will be instrumental in developing this area of our business. Duties and Responsibilities Check and review engineering and planning data and comment as appropriate. Attend and contribute to production & planning reviews both internally & externally. Attend project and progress reviews to monitor progress & identify pertinent issues and actions. Identify engineering changes or modified requirements within the manufacturing system and record appropriate changes. Process & maintain data within the Companies manufacturing including transferring of data in and out of the system. Maintain & create parts, part no, descriptions and inventory details for both Stock & Control Materials and Parts. Maintain & create bill of materials based upon the engineering data produced from the Project & Design departments. Prepare the project budgets to enable the contract to be raised on the manufacturing system. Produce estimates & assign working times from Project budget allocations and monitor the booked times. Plan manufacturing activities and production routes for parts, sub-assemblies and assemblies. Operate resource / capacity planning activities to manage the manufacturing environment for best efficiency. Liaise with clients and suppliers where required. About you: Key Requirements: Proven efficient Planning Experience within a manufacturing environment. Effective management, negotiation and problem solving skills. You thrive in deadline driven environments. Excellent organisational and prioritisation skills. Competent user of Microsoft Packages e.g. Word, Excel, Outlook Experienced in MRP / ERP systems with it the ability to learn and use EDM's Manufacturing system, Syspro. Effective communication with all internal stakeholders and external customers and suppliers. The ability to self-manage and work under pressure to deliver and thrive in an ever-changing and dynamic environment. Commercially and financially astute with experience of working to budgets and financial targets Ability to achieve UK security clearance essential. Benefits: Flexible start and finish times 1 day a week working from home Supportive and enjoyable working environment Continuous Training and development Company Pension 25 days holiday + public holidays Life Insurance following 12 months service Please click on the APPLY button to submit your CV for this role. Candidates with the relevant experience or job titles of; Production Planning Coordinator, Production Planning Engineer, Manufacturing Planning Engineer, Manufacturing Operations Manager, Manufacturing Operations Planner, Planning Manager may also be considered.
Mar 27, 2026
Full time
Job Title: Production Planning Engineer Location: Manchester Salary: £33,000 - £36,000 per annum dependent on experience Job Type: Full Time, Permanent Working Hours: 36 hrs per week Mon-Fri Do you have experience of production planning, co-ordination and management of manufacturing operations in a high quality engineering environment ideally looking to be part of a successful, niche, but industry leading organisation? EDM design, manufacture and install specialist mechanical applications to a diverse client base. On offer is an opportunity to work for a company that have an excellent reputation in their industry and a state-of-the-art facility to enable them to deliver on bespoke projects for a range of clients. Based in Manchester we are currently recruiting for a Planning Engineer on a permanent basis to join our expanding Planning Department. We have a wide variety of prestigious clients on some of the most exciting Military and Civil aviation training engineering projects around the world and this role will be instrumental in developing this area of our business. Duties and Responsibilities Check and review engineering and planning data and comment as appropriate. Attend and contribute to production & planning reviews both internally & externally. Attend project and progress reviews to monitor progress & identify pertinent issues and actions. Identify engineering changes or modified requirements within the manufacturing system and record appropriate changes. Process & maintain data within the Companies manufacturing including transferring of data in and out of the system. Maintain & create parts, part no, descriptions and inventory details for both Stock & Control Materials and Parts. Maintain & create bill of materials based upon the engineering data produced from the Project & Design departments. Prepare the project budgets to enable the contract to be raised on the manufacturing system. Produce estimates & assign working times from Project budget allocations and monitor the booked times. Plan manufacturing activities and production routes for parts, sub-assemblies and assemblies. Operate resource / capacity planning activities to manage the manufacturing environment for best efficiency. Liaise with clients and suppliers where required. About you: Key Requirements: Proven efficient Planning Experience within a manufacturing environment. Effective management, negotiation and problem solving skills. You thrive in deadline driven environments. Excellent organisational and prioritisation skills. Competent user of Microsoft Packages e.g. Word, Excel, Outlook Experienced in MRP / ERP systems with it the ability to learn and use EDM's Manufacturing system, Syspro. Effective communication with all internal stakeholders and external customers and suppliers. The ability to self-manage and work under pressure to deliver and thrive in an ever-changing and dynamic environment. Commercially and financially astute with experience of working to budgets and financial targets Ability to achieve UK security clearance essential. Benefits: Flexible start and finish times 1 day a week working from home Supportive and enjoyable working environment Continuous Training and development Company Pension 25 days holiday + public holidays Life Insurance following 12 months service Please click on the APPLY button to submit your CV for this role. Candidates with the relevant experience or job titles of; Production Planning Coordinator, Production Planning Engineer, Manufacturing Planning Engineer, Manufacturing Operations Manager, Manufacturing Operations Planner, Planning Manager may also be considered.
Senior Planner / Planner Leeds, Scotland Permanent - Full Time Competitive Salary Depending on Experience + Flexible Benefits Summary Freedom Professional Services are currently recruiting a Senior Planner to join our team, you will be based from either our Leeds or Scotland offices with options to work from Home, you will be required to Travel as and when required. To undertake planning and scheduling activities on high value and complex projects, producing workable, realistic and efficient programmes of work which meet an appropriate standard for the contract conditions, and both internal and client requirements. Plans will be implemented with the best-practice approach utilising Critical Path Analysis, Resource Planning, Cost Management and Progress/Productivity Monitoring and Control. You will be responsible for Milestone definition and tracking, and work with the project team on progress reporting to management and client teams. Some of the key deliverables in this role will include: Lead the planning response for project tenders, owning the planning actions and working with the tendering team to deliver the tender and client requirements. Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for Freedom Group. In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary. Take responsibility for all allocated projects, ensuring that progress and productivity is effectively monitored against project plan, produce and circulate clear reports to the appropriate stakeholders in a concise and timely manner (e.g. Resource Histograms, 'S' Curves, Earned Value Analysis). Maintain and update contract baseline in line with agreed contract change (eg variations). Ensure that change impacts are effectively communicated to Operations and Commercial Teams. Ensure that the inclusion of variations are communicated and integrated into project plans. In conjunction with the Planning Manager, perform Time/Risk analysis against programmes at regular intervals with the Project Manager throughout the whole project life cycle. Participate within bid activity as requested by the senior management, working in conjunction with the Business Development department, in line with the Focus Win processes. Ensure that all planning related activities are carried out in compliance with contractual obligations, internal processes and external legislation governing business operations. What we're looking for : We are looking for a highly driven individual with a diverse skill set in technical, ethical, social, and management competencies. You should be a self-starter, motivated by challenges, and eager to grow professionally. Strong organisational skills and attention to detail are essential, as is the ability to thrive in a dynamic work environment. Qualifications and experience: Considerable experience in a planning role Experience of projects on HV networks Experience working within Rail / Nuclear/ Power / Water (where relevant for the role) Use of planning software (P6, Asta, TILOS, QSRA). Active experience of working with a wide range of planning techniques in serving both tendering and contract delivery. A clear understanding of the commercial and contractual interfaces with the planning function. Computer literate with a good working knowledge of Microsoft packages, including Microsoft Project and P6. Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Competitive Salary Car or Car Allowance - (Only available for Senior Role) 25 Days holiday plus Bank Holidays Pension with a leading provider and employer contribution Sick Pay Personal Wellbeing and Volunteer Days Private Medical Insurance Flexible working policy and benefits Senior Planner / Planner Leeds, Scotland Permanent - Full Time Competitive Salary Depending on Experience + Flexible Benefits Summary Freedom Professional Services are currently recruiting a Senior Planner to join our team, you will be based from either our Leeds or Scotland offices with options to work from Home, you will be required to Travel as and when required. To undertake planning and scheduling activities on high value and complex projects, producing workable, realistic and efficient programmes of work which meet an appropriate standard for the contract conditions, and both internal and client requirements. Plans will be implemented with the best-practice approach utilising Critical Path Analysis, Resource Planning, Cost Management and Progress/Productivity Monitoring and Control. You will be responsible for Milestone definition and tracking, and work with the project team on progress reporting to management and client teams. Some of the key deliverables in this role will include: Lead the planning response for project tenders, owning the planning actions and working with the tendering team to deliver the tender and client requirements.Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for Freedom Group.In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary.Take responsibility fo
Mar 27, 2026
Full time
Senior Planner / Planner Leeds, Scotland Permanent - Full Time Competitive Salary Depending on Experience + Flexible Benefits Summary Freedom Professional Services are currently recruiting a Senior Planner to join our team, you will be based from either our Leeds or Scotland offices with options to work from Home, you will be required to Travel as and when required. To undertake planning and scheduling activities on high value and complex projects, producing workable, realistic and efficient programmes of work which meet an appropriate standard for the contract conditions, and both internal and client requirements. Plans will be implemented with the best-practice approach utilising Critical Path Analysis, Resource Planning, Cost Management and Progress/Productivity Monitoring and Control. You will be responsible for Milestone definition and tracking, and work with the project team on progress reporting to management and client teams. Some of the key deliverables in this role will include: Lead the planning response for project tenders, owning the planning actions and working with the tendering team to deliver the tender and client requirements. Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for Freedom Group. In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary. Take responsibility for all allocated projects, ensuring that progress and productivity is effectively monitored against project plan, produce and circulate clear reports to the appropriate stakeholders in a concise and timely manner (e.g. Resource Histograms, 'S' Curves, Earned Value Analysis). Maintain and update contract baseline in line with agreed contract change (eg variations). Ensure that change impacts are effectively communicated to Operations and Commercial Teams. Ensure that the inclusion of variations are communicated and integrated into project plans. In conjunction with the Planning Manager, perform Time/Risk analysis against programmes at regular intervals with the Project Manager throughout the whole project life cycle. Participate within bid activity as requested by the senior management, working in conjunction with the Business Development department, in line with the Focus Win processes. Ensure that all planning related activities are carried out in compliance with contractual obligations, internal processes and external legislation governing business operations. What we're looking for : We are looking for a highly driven individual with a diverse skill set in technical, ethical, social, and management competencies. You should be a self-starter, motivated by challenges, and eager to grow professionally. Strong organisational skills and attention to detail are essential, as is the ability to thrive in a dynamic work environment. Qualifications and experience: Considerable experience in a planning role Experience of projects on HV networks Experience working within Rail / Nuclear/ Power / Water (where relevant for the role) Use of planning software (P6, Asta, TILOS, QSRA). Active experience of working with a wide range of planning techniques in serving both tendering and contract delivery. A clear understanding of the commercial and contractual interfaces with the planning function. Computer literate with a good working knowledge of Microsoft packages, including Microsoft Project and P6. Benefits: We're always evolving our benefits to ensure we're attracting and retaining great people. Some of what you can expect includes: Competitive Salary Car or Car Allowance - (Only available for Senior Role) 25 Days holiday plus Bank Holidays Pension with a leading provider and employer contribution Sick Pay Personal Wellbeing and Volunteer Days Private Medical Insurance Flexible working policy and benefits Senior Planner / Planner Leeds, Scotland Permanent - Full Time Competitive Salary Depending on Experience + Flexible Benefits Summary Freedom Professional Services are currently recruiting a Senior Planner to join our team, you will be based from either our Leeds or Scotland offices with options to work from Home, you will be required to Travel as and when required. To undertake planning and scheduling activities on high value and complex projects, producing workable, realistic and efficient programmes of work which meet an appropriate standard for the contract conditions, and both internal and client requirements. Plans will be implemented with the best-practice approach utilising Critical Path Analysis, Resource Planning, Cost Management and Progress/Productivity Monitoring and Control. You will be responsible for Milestone definition and tracking, and work with the project team on progress reporting to management and client teams. Some of the key deliverables in this role will include: Lead the planning response for project tenders, owning the planning actions and working with the tendering team to deliver the tender and client requirements.Arrange and facilitate internal integrated planning meetings with relevant project stakeholders to agree the team input into the project plan and work closely with said team and our external customer. Produce and agree a 'Contract Baseline' programme for each allocated project; that aligns with the agreed formal contract, price and workscope, and reduces risk for Freedom Group.In conjunction with the Planning Manager, ensure that planning outputs / reports are produced in a timely manner for all contract reviews. Support operational teams to ascertain whether project targets are being achieved and to jointly establish and agree any corrective measures to be taken where necessary.Take responsibility fo
