We are pleased to be working with a rapidly expanding regional financial planning firm who currently require a Financial Planner / Independent Financial Advisor to join their team to provide expert advice to their existing portfolio of HNW and Corporate clients. Responsibilities: Maintaining and developing an existing portfolio of clients providing high quality advice Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance. Working with partnership firms, including an accountancy practice, regarding client introductions Experience: Candidates need to be qualified to Level 4 / Diploma / DipPFS You will have proven experience of providing independent holistic financial planning. Excellent presentation, verbal and written communication skills are essential. Strong technical knowledge of the financial planning process In return, candidates can expect to receive a competitive basic salary, bonus and benefits.
Mar 19, 2026
Full time
We are pleased to be working with a rapidly expanding regional financial planning firm who currently require a Financial Planner / Independent Financial Advisor to join their team to provide expert advice to their existing portfolio of HNW and Corporate clients. Responsibilities: Maintaining and developing an existing portfolio of clients providing high quality advice Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance. Working with partnership firms, including an accountancy practice, regarding client introductions Experience: Candidates need to be qualified to Level 4 / Diploma / DipPFS You will have proven experience of providing independent holistic financial planning. Excellent presentation, verbal and written communication skills are essential. Strong technical knowledge of the financial planning process In return, candidates can expect to receive a competitive basic salary, bonus and benefits.
Job Role: Paraplanner Recruit UK Location: Warrington Salary: £40,000- £50,000 Reference Number: 10191 The Opportunity Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in leadership, mentoring, and training within the paraplanning function. This is an outstanding opportunity for a technically strong paraplanner ready to step into a senior position where you will shape processes, develop people, and drive advice quality across the business. The Role As a Paraplanner, you will combine high-level technical work with team leadership responsibilities, acting as a central figure between advisers, paraplanners, and administrative staff. Key responsibilities include: Producing and reviewing complex suitability reports and technical advice Leading, mentoring, and training junior paraplanners and support staff Implementing and improving paraplanning processes and standards Acting as a technical point of contact for advisers Supporting case allocation and workflow management Ensuring regulatory compliance and best practice Contributing to the continuous improvement of advice delivery Leadership & Training Focus A significant part of this role involves developing capability across the team. You will: Deliver structured training sessions and coaching Support onboarding of new hires Share technical updates and regulatory changes Help build a high-performing paraplanning culture Identify development needs and progression pathways About You We are seeking a paraplanner who combines technical excellence with strong interpersonal and leadership skills. Essential: Extensive paraplanning experience within a financial planning environment Level 4 Diploma qualified (or working towards Chartered status preferred) Proven experience handling complex cases Strong report writing and analytical skills Excellent communication and mentoring ability Desirable: Previous leadership, supervisory, or training experience Chartered Financial Planner status (or progress toward) Experience improving processes or managing projects Salary & Benefits Competitive basic salary of up to £50,000 (dependent on experience) Support towards chartered status Clear progression pathway into management or technical leadership roles Competitive holiday allowance, Christmas closure, and your birthday off Electric car through salary sacrifice scheme Why Apply? Step into a genuine leadership role without leaving technical work behind Influence the development of a growing paraplanning team Work for a firm that values high-quality financial planning Excellent long-term career prospects If you are an experienced Paraplanner ready to take the next step in your career, Recruit UK would love to hear from you. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Warrington on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 19, 2026
Full time
Job Role: Paraplanner Recruit UK Location: Warrington Salary: £40,000- £50,000 Reference Number: 10191 The Opportunity Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in leadership, mentoring, and training within the paraplanning function. This is an outstanding opportunity for a technically strong paraplanner ready to step into a senior position where you will shape processes, develop people, and drive advice quality across the business. The Role As a Paraplanner, you will combine high-level technical work with team leadership responsibilities, acting as a central figure between advisers, paraplanners, and administrative staff. Key responsibilities include: Producing and reviewing complex suitability reports and technical advice Leading, mentoring, and training junior paraplanners and support staff Implementing and improving paraplanning processes and standards Acting as a technical point of contact for advisers Supporting case allocation and workflow management Ensuring regulatory compliance and best practice Contributing to the continuous improvement of advice delivery Leadership & Training Focus A significant part of this role involves developing capability across the team. You will: Deliver structured training sessions and coaching Support onboarding of new hires Share technical updates and regulatory changes Help build a high-performing paraplanning culture Identify development needs and progression pathways About You We are seeking a paraplanner who combines technical excellence with strong interpersonal and leadership skills. Essential: Extensive paraplanning experience within a financial planning environment Level 4 Diploma qualified (or working towards Chartered status preferred) Proven experience handling complex cases Strong report writing and analytical skills Excellent communication and mentoring ability Desirable: Previous leadership, supervisory, or training experience Chartered Financial Planner status (or progress toward) Experience improving processes or managing projects Salary & Benefits Competitive basic salary of up to £50,000 (dependent on experience) Support towards chartered status Clear progression pathway into management or technical leadership roles Competitive holiday allowance, Christmas closure, and your birthday off Electric car through salary sacrifice scheme Why Apply? Step into a genuine leadership role without leaving technical work behind Influence the development of a growing paraplanning team Work for a firm that values high-quality financial planning Excellent long-term career prospects If you are an experienced Paraplanner ready to take the next step in your career, Recruit UK would love to hear from you. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Warrington on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Paraplanner - Up to £45,000 + Bonus Location: UK (Hybrid - 2-3 office days) Hours: 37.5 per week A leading independent financial planning firm is looking for an experienced Paraplanner to support advisers with high-quality research, analysis, and suitability reports. This is a great opportunity to join a growing business offering strong career progression and full exam support. Key Responsibilities Produce compliant suitability reports Conduct research across pensions, investments, protection & estate planning Support advisers with analysis and cashflow modelling Maintain accurate client records Liaise with advisers to ensure recommendations meet client needs Requirements Level 4 Diploma in Financial Planning Experience in an IFA/Wealth Management environment Strong technical knowledge across core financial planning areas Excellent communication, organisation, and attention to detail Experience with systems such as IO, FE Analytics, or similar (desirable) Salary & Benefits Up to £45,000 + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (buy extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) 3-month probation 2-month notice period Extra Christmas leave at company discretion Employee Benefit Trust membership (share of future private equity exit) Full exam support - funded exams, materials, study day, and salary increases for AF passes Please apply below and one of our consultants will reach out to you.
Mar 19, 2026
Full time
Paraplanner - Up to £45,000 + Bonus Location: UK (Hybrid - 2-3 office days) Hours: 37.5 per week A leading independent financial planning firm is looking for an experienced Paraplanner to support advisers with high-quality research, analysis, and suitability reports. This is a great opportunity to join a growing business offering strong career progression and full exam support. Key Responsibilities Produce compliant suitability reports Conduct research across pensions, investments, protection & estate planning Support advisers with analysis and cashflow modelling Maintain accurate client records Liaise with advisers to ensure recommendations meet client needs Requirements Level 4 Diploma in Financial Planning Experience in an IFA/Wealth Management environment Strong technical knowledge across core financial planning areas Excellent communication, organisation, and attention to detail Experience with systems such as IO, FE Analytics, or similar (desirable) Salary & Benefits Up to £45,000 + discretionary annual bonus Hybrid working (2-3 days in office) 26 days holiday + bank holidays + your birthday off 5% flexible benefits allowance (buy extra holiday, medical, dental, life cover etc.) Aegon pension (auto-enrolment) 3-month probation 2-month notice period Extra Christmas leave at company discretion Employee Benefit Trust membership (share of future private equity exit) Full exam support - funded exams, materials, study day, and salary increases for AF passes Please apply below and one of our consultants will reach out to you.
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £60,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools. Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks. Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas. Research and review new and existing legislation and technical/product information to support your role. Engage in firm research projects, ensuring adherence to deadlines. Required Skills & Qualifications: Diploma in Financial Planning. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports. Experience in an IFA environment with a track record of quality communication and constructive feedback. High standard of written and numerical skills. Strong report-writing skills with a high level of accuracy and attention to detail. Proficiency in Microsoft Office. Key Risk Responsibilities: Ensure completion of assigned tasks with adherence to SLAs. Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers. Contribute to the technical and regulatory development of advisers and/or staff on specific cases. Assist in the development of Trainee Advice Technicians through technical and regulatory guidance. Benefits: Salary - £33,000 - £60,000 Flexible working options Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service. Social perks including annual Christmas and Summer parties. Contributory pension scheme - Employee contribution of 4%, employer contribution of 5% Death-in-service benefit - X 4 Discretionary annual bonus following completion of a year's service. Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships. Professional development opportunities with tailored learning and development programmes. Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Mar 19, 2026
Full time
Paraplanner Location: Hybrid working Job Type: Full-time, Permanent Salary: £33,000 - £60,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools. Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks. Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas. Research and review new and existing legislation and technical/product information to support your role. Engage in firm research projects, ensuring adherence to deadlines. Required Skills & Qualifications: Diploma in Financial Planning. Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports. Experience in an IFA environment with a track record of quality communication and constructive feedback. High standard of written and numerical skills. Strong report-writing skills with a high level of accuracy and attention to detail. Proficiency in Microsoft Office. Key Risk Responsibilities: Ensure completion of assigned tasks with adherence to SLAs. Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers. Contribute to the technical and regulatory development of advisers and/or staff on specific cases. Assist in the development of Trainee Advice Technicians through technical and regulatory guidance. Benefits: Salary - £33,000 - £60,000 Flexible working options Competitive 25-day holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service. Social perks including annual Christmas and Summer parties. Contributory pension scheme - Employee contribution of 4%, employer contribution of 5% Death-in-service benefit - X 4 Discretionary annual bonus following completion of a year's service. Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships. Professional development opportunities with tailored learning and development programmes. Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses. To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Date: 7 Mar 2026 Location: Gatwick, GB Salary: £60,000 up to £69,524 dependent upon experience Contract Type: Permanent - Full Time Security Level: BPSS Visa Restrictions: This position does not offer visa sponsorship. We are the UK's aviation and aerospace regulator and recognised as a world leader in its field. Our activities are diverse, enabling the aviation industry to meet the highest safety standards, and we pride ourselves on our ability to adapt to the constantly evolving aviation environment. The Role The Airspace Regulation (AR) team sits within the Airspace, Air Traffic Management and Aerodromes (AAA) capability team and is responsible for the management and processing of Airspace Change Proposals (ACP) within expected timeframes. As the Airspace Project Lead, you will play a pivotal role in delivering high-profile projects that support the Airspace Regulation team and the UK's Airspace Modernisation Strategy. This currently includes supporting large scale national infrastructure projects, like airport expansion projects at Heathrow, Gatwick and across the UK. You will also be supporting projects enabling emerging technologies, which includes drones and space operations. You will be the product owner of the public facing airspace change portal website, coordinating and implementing changes to support users of the site. You will support the development and improvement of serval systems that Airspace Regulation use on a regular basis. These will be far ranging from product tools within the department to companywide systems. You will be responsible for leading projects from initiation through to completion, this includes effective planning, governance, managing budgets, risk and issue management, and alignment with the CAA's regulatory frameworks and delivery processes. This is a hands on role requiring excellent communication and stakeholder engagement skills. You will work closely with internal teams, government departments, industry partners, and the public to ensure transparency, collaboration, and alignment with strategic objectives. There is the potential for this role to include line management of a team. About You The ideal candidate will bring proven experience in managing complex business projects through their full lifecycle, from initiation to successful delivery. You'll have a strong track record of delivering outcomes, with a focus on quality and stakeholder value. Experience working in a regulatory or policy development environment, where strategic thinking, compliance, and public accountability are key would be highly advantageous. Proven ability to manage complex, multi stakeholder projects. Strong planning, scheduling, and resource management capabilities. Excellent communication and influencing skills, with the ability to engage effectively with internal and external stakeholders at all levels. Ability to interpret and apply policy frameworks in a project delivery context. Skilled in identifying, assessing, and mitigating project risks and issues, particularly in high profile or politically sensitive environments. Strong analytical skills with the ability to assess complex technical and operational data to inform decision making. Experience leading organisational or operational change, including stakeholder transition and adoption of new technologies or procedures. Have a proven ability to communicate effectively at working level internally with CAA colleagues, and externally with industry stakeholders. Possess good organisational discipline and the ability to work effectively within a multi disciplined team. Have sound understanding and experience of MS Office and familiarity with digital tools for project management (e.g. MS Project, SharePoint, Planner, Loop, PowerBi). You hold formal Project Management qualifications such as APM, Prince 2, MSP, or Agile. Good knowledge of the wider UK aviation industry. An understanding of UK General Aviation needs and operations. An understanding of the UK's Airspace Change Process, Airspace Modernisation Strategy and related aims and objectives. An understanding of the CAA structure and its working practice and procedures. An understanding of NATS and other ANSPs and their structures related to Airspace modernisation. Some understanding of emerging technologies in aviation (e.g. Electronic Conspicuity, Detect and Avoid, UAS Traffic Management, Command and Control Links) Some knowledge of European and International institutions and their working arrangements. Additional Information For many appointments within the CAA, these roles require access to operationally sensitive infrastructure and/or Nationally Protected information. For these roles the post holders must undergo National Security Vetting and achieve the appropriate level of clearance. To be vetted you must have the right to work in the UK so that meaningful checks can be undertaken. If you do not meet these requirements, we may not be able to accept your application. The CAA values high ethical standards and personal integrity among employees. If invited for interview you will be asked to complete a declaration of interest. Relocation & Property The CAA will be relocating from Aviation House (Our Gatwick Office) to new premises in a few years' time. Our move is driven by strategic, operational and environmental considerations. We will be moving to a new local home, up to a 15 mile radius of Aviation House, to minimise disruption for our valued colleagues and customers. We are now working with colleagues and visitors to understand what we need in our new office, before we start our property search. We will sell Aviation House and land, vacate the site and move to new premises, but we do not expect to move before 2028. Inclusive Recruitment We are passionate about diversity and ensuring all are included at the CAA. We are an equal opportunity employer and actively encourage applications from candidates of all backgrounds. As a member of the Disability Confident scheme, applicants who meet the minimum criteria for a role with us will be guaranteed an interview. We use fair and inclusive selection approaches to hire the best person for the job based on merit alone. If you require an adjustment for any reason, please let us know. Use of Artificial Intelligence by candidates in the CAA recruitment process We recognise that many of our candidates find Artificial Intelligence to be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be rejected on that basis. Working With Us We are on a journey towards being increasingly adaptable, where our colleagues collaborate as part of cross functional teams. This approach ensures we never stop learning together. It also means that you may become involved in activities that take you out of your day to day role, providing you with opportunities to develop and grow your career with us. We have embraced hybrid working and offer flexible working patterns, being open to having a conversation about what works for you. We know where and when we work is important in achieving a work life balance. We offer a range of excellent benefits such as flexible working arrangements, free onsite gym at Gatwick, discounted gym membership for London, 28 days annual leave, additional 5 days leave purchase scheme, a generous pension scheme and much more! Our Values Do The Right Thing, Never Stop Learning, Build Collaborative Relationships, Respect Everyone - For more information please Click Here Closing Date: Friday 17th April 2026 Interview Date: W/C Tuesday 5th May 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible. No recruitment agencies please. Job Segment: Project Manager, Compliance, Law, Sharepoint, Technology, Legal, Aviation
Mar 19, 2026
Full time
Date: 7 Mar 2026 Location: Gatwick, GB Salary: £60,000 up to £69,524 dependent upon experience Contract Type: Permanent - Full Time Security Level: BPSS Visa Restrictions: This position does not offer visa sponsorship. We are the UK's aviation and aerospace regulator and recognised as a world leader in its field. Our activities are diverse, enabling the aviation industry to meet the highest safety standards, and we pride ourselves on our ability to adapt to the constantly evolving aviation environment. The Role The Airspace Regulation (AR) team sits within the Airspace, Air Traffic Management and Aerodromes (AAA) capability team and is responsible for the management and processing of Airspace Change Proposals (ACP) within expected timeframes. As the Airspace Project Lead, you will play a pivotal role in delivering high-profile projects that support the Airspace Regulation team and the UK's Airspace Modernisation Strategy. This currently includes supporting large scale national infrastructure projects, like airport expansion projects at Heathrow, Gatwick and across the UK. You will also be supporting projects enabling emerging technologies, which includes drones and space operations. You will be the product owner of the public facing airspace change portal website, coordinating and implementing changes to support users of the site. You will support the development and improvement of serval systems that Airspace Regulation use on a regular basis. These will be far ranging from product tools within the department to companywide systems. You will be responsible for leading projects from initiation through to completion, this includes effective planning, governance, managing budgets, risk and issue management, and alignment with the CAA's regulatory frameworks and delivery processes. This is a hands on role requiring excellent communication and stakeholder engagement skills. You will work closely with internal teams, government departments, industry partners, and the public to ensure transparency, collaboration, and alignment with strategic objectives. There is the potential for this role to include line management of a team. About You The ideal candidate will bring proven experience in managing complex business projects through their full lifecycle, from initiation to successful delivery. You'll have a strong track record of delivering outcomes, with a focus on quality and stakeholder value. Experience working in a regulatory or policy development environment, where strategic thinking, compliance, and public accountability are key would be highly advantageous. Proven ability to manage complex, multi stakeholder projects. Strong planning, scheduling, and resource management capabilities. Excellent communication and influencing skills, with the ability to engage effectively with internal and external stakeholders at all levels. Ability to interpret and apply policy frameworks in a project delivery context. Skilled in identifying, assessing, and mitigating project risks and issues, particularly in high profile or politically sensitive environments. Strong analytical skills with the ability to assess complex technical and operational data to inform decision making. Experience leading organisational or operational change, including stakeholder transition and adoption of new technologies or procedures. Have a proven ability to communicate effectively at working level internally with CAA colleagues, and externally with industry stakeholders. Possess good organisational discipline and the ability to work effectively within a multi disciplined team. Have sound understanding and experience of MS Office and familiarity with digital tools for project management (e.g. MS Project, SharePoint, Planner, Loop, PowerBi). You hold formal Project Management qualifications such as APM, Prince 2, MSP, or Agile. Good knowledge of the wider UK aviation industry. An understanding of UK General Aviation needs and operations. An understanding of the UK's Airspace Change Process, Airspace Modernisation Strategy and related aims and objectives. An understanding of the CAA structure and its working practice and procedures. An understanding of NATS and other ANSPs and their structures related to Airspace modernisation. Some understanding of emerging technologies in aviation (e.g. Electronic Conspicuity, Detect and Avoid, UAS Traffic Management, Command and Control Links) Some knowledge of European and International institutions and their working arrangements. Additional Information For many appointments within the CAA, these roles require access to operationally sensitive infrastructure and/or Nationally Protected information. For these roles the post holders must undergo National Security Vetting and achieve the appropriate level of clearance. To be vetted you must have the right to work in the UK so that meaningful checks can be undertaken. If you do not meet these requirements, we may not be able to accept your application. The CAA values high ethical standards and personal integrity among employees. If invited for interview you will be asked to complete a declaration of interest. Relocation & Property The CAA will be relocating from Aviation House (Our Gatwick Office) to new premises in a few years' time. Our move is driven by strategic, operational and environmental considerations. We will be moving to a new local home, up to a 15 mile radius of Aviation House, to minimise disruption for our valued colleagues and customers. We are now working with colleagues and visitors to understand what we need in our new office, before we start our property search. We will sell Aviation House and land, vacate the site and move to new premises, but we do not expect to move before 2028. Inclusive Recruitment We are passionate about diversity and ensuring all are included at the CAA. We are an equal opportunity employer and actively encourage applications from candidates of all backgrounds. As a member of the Disability Confident scheme, applicants who meet the minimum criteria for a role with us will be guaranteed an interview. We use fair and inclusive selection approaches to hire the best person for the job based on merit alone. If you require an adjustment for any reason, please let us know. Use of Artificial Intelligence by candidates in the CAA recruitment process We recognise that many of our candidates find Artificial Intelligence to be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be rejected on that basis. Working With Us We are on a journey towards being increasingly adaptable, where our colleagues collaborate as part of cross functional teams. This approach ensures we never stop learning together. It also means that you may become involved in activities that take you out of your day to day role, providing you with opportunities to develop and grow your career with us. We have embraced hybrid working and offer flexible working patterns, being open to having a conversation about what works for you. We know where and when we work is important in achieving a work life balance. We offer a range of excellent benefits such as flexible working arrangements, free onsite gym at Gatwick, discounted gym membership for London, 28 days annual leave, additional 5 days leave purchase scheme, a generous pension scheme and much more! Our Values Do The Right Thing, Never Stop Learning, Build Collaborative Relationships, Respect Everyone - For more information please Click Here Closing Date: Friday 17th April 2026 Interview Date: W/C Tuesday 5th May 2026 We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible. No recruitment agencies please. Job Segment: Project Manager, Compliance, Law, Sharepoint, Technology, Legal, Aviation
Senior Employee Benefits Administrator Here at Alexander Lloyd, we are working with an employee benefits consultancy to support their search for a Senior Employee Benefits Administrator to join their team. You will join a collaborative team of Employee Benefits Administrators, providing day-to-day support to both the team and their Employee Benefits Consultants. The Consultants advise clients on a range of employee benefit solutions, including group income protection, group life insurance (death in service), group health insurance (such as private medical, dental, and cash plans), and group defined contribution (DC) pensions. Role & Responsibilities: Obtain quotations from leading UK group pension, risk, and health providers Support Consultants with new business processing and deadlines Provide general administration and respond to ad hoc queries Essential Criteria: Must have prior healthcare & group risk employee benefit administration experience High levels of accuracy and attention detail is key to this role Strong organisational skills This role is remote based with the expectation of attending their Brighton office once per month so if this opportunity is of interest, reach out or apply today. Please quote 52242 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Mar 19, 2026
Full time
Senior Employee Benefits Administrator Here at Alexander Lloyd, we are working with an employee benefits consultancy to support their search for a Senior Employee Benefits Administrator to join their team. You will join a collaborative team of Employee Benefits Administrators, providing day-to-day support to both the team and their Employee Benefits Consultants. The Consultants advise clients on a range of employee benefit solutions, including group income protection, group life insurance (death in service), group health insurance (such as private medical, dental, and cash plans), and group defined contribution (DC) pensions. Role & Responsibilities: Obtain quotations from leading UK group pension, risk, and health providers Support Consultants with new business processing and deadlines Provide general administration and respond to ad hoc queries Essential Criteria: Must have prior healthcare & group risk employee benefit administration experience High levels of accuracy and attention detail is key to this role Strong organisational skills This role is remote based with the expectation of attending their Brighton office once per month so if this opportunity is of interest, reach out or apply today. Please quote 52242 when calling Collette Cardy at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team. Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities. This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway - should you want to. The Role Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance. At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning. Key Responsibilities Produce clear, accurate and high-quality suitability reports within agreed timescales Analyse client objectives and identify key financial planning considerations Evaluate existing financial arrangements and provide technical analysis Undertake whole-of-market research across investments, pensions and protection solutions Interpret risk analysis and assess suitability of recommendations Provide technical, research and administrative support to Financial Planners Attend client meetings where required Maintain accurate client records and ensure compliance standards are met Keep up to date with regulatory developments and industry changes Senior - Level Responsibilities Mentor and support trainee and junior paraplanners Assist with quality checking and technical oversight of reports Contribute to process improvements and business efficiency projects Act as a technical role model within the paraplanning team About You To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support. Essential Requirements Diploma in Financial Planning (Level 4 qualified) Previous experience within an IFA / Financial Planning environment Strong suitability report writing experience Excellent technical knowledge across pensions, investments and protection Desirable Minimum 3+ years' experience in a technical paraplanning role Experience mentoring or supporting junior paraplanners Cashflow modelling experience Familiarity with Intelliflo Office and industry research tools What's on Offer Competitive salary to £55,000 plus bonus and strong company benefits Hybrid and flexible working arrangements Clear career progression pathway (including Adviser/Consultant route) Supportive and collaborative team environment Ongoing professional development and exam support Opportunity to work for a highly respected, national financial planning firm If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.
Mar 19, 2026
Full time
We are currently recruiting on behalf of a leading UK financial planning and wealth management firm for an experienced Senior Paraplanner to join their growing technical team. Our client is a top-tier, nationally recognised financial planning business, with offices across the UK and a strong reputation for delivering high-quality, client-focused advice. Known as one of the leading names within the UK financial planning market, the firm combines technical excellence with a collaborative culture and offers clear long-term career progression opportunities. This is an excellent opportunity for an experienced paraplanner looking to step into a senior-level role within a high-performing environment, with the potential to progress into an Advisory/Consultant position through a structured development pathway - should you want to. The Role Working as part of a highly productive and collaborative paraplanning team, you will provide technical and research support to Financial Planners while ensuring the highest standards of client service, accuracy, and compliance. At senior level, you will also play an important role in mentoring junior team members and supporting complex case work across pensions, investments, and protection planning. Key Responsibilities Produce clear, accurate and high-quality suitability reports within agreed timescales Analyse client objectives and identify key financial planning considerations Evaluate existing financial arrangements and provide technical analysis Undertake whole-of-market research across investments, pensions and protection solutions Interpret risk analysis and assess suitability of recommendations Provide technical, research and administrative support to Financial Planners Attend client meetings where required Maintain accurate client records and ensure compliance standards are met Keep up to date with regulatory developments and industry changes Senior - Level Responsibilities Mentor and support trainee and junior paraplanners Assist with quality checking and technical oversight of reports Contribute to process improvements and business efficiency projects Act as a technical role model within the paraplanning team About You To be successful in this role, you will be an experienced technical paraplanner who enjoys working in a collaborative environment and takes pride in delivering high-quality advice support. Essential Requirements Diploma in Financial Planning (Level 4 qualified) Previous experience within an IFA / Financial Planning environment Strong suitability report writing experience Excellent technical knowledge across pensions, investments and protection Desirable Minimum 3+ years' experience in a technical paraplanning role Experience mentoring or supporting junior paraplanners Cashflow modelling experience Familiarity with Intelliflo Office and industry research tools What's on Offer Competitive salary to £55,000 plus bonus and strong company benefits Hybrid and flexible working arrangements Clear career progression pathway (including Adviser/Consultant route) Supportive and collaborative team environment Ongoing professional development and exam support Opportunity to work for a highly respected, national financial planning firm If you are an experienced Paraplanner looking to take the next step into a senior position within a well-established and forward-thinking organisation, we would love to hear from you.
A reputable planning firm in Lincoln is seeking a qualified Town Planner to join their team. You will prepare planning appraisals and engage with clients while contributing to innovative planning solutions. Ideal candidates will have a background in town planning, knowledge of the UK system, and strong communication skills. This permanent full-time role offers flexible working arrangements and a generous benefits package, including professional development opportunities.
Mar 19, 2026
Full time
A reputable planning firm in Lincoln is seeking a qualified Town Planner to join their team. You will prepare planning appraisals and engage with clients while contributing to innovative planning solutions. Ideal candidates will have a background in town planning, knowledge of the UK system, and strong communication skills. This permanent full-time role offers flexible working arrangements and a generous benefits package, including professional development opportunities.
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (West Sussex) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
Mar 19, 2026
Full time
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (West Sussex) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
Production Planner Location: Cricklade / Swindon Package: £30,000 - £32,000 (dependent on experience) + Bonus and other Company benefits Hours: 40 hours per week, Monday to Friday 7am - 3pm (On Site) Reporting to: Operations Manager The Company GWP, one of the UK's leading packaging manufacturers, are looking for a Production Planner to join our established team click apply for full job details
Mar 19, 2026
Full time
Production Planner Location: Cricklade / Swindon Package: £30,000 - £32,000 (dependent on experience) + Bonus and other Company benefits Hours: 40 hours per week, Monday to Friday 7am - 3pm (On Site) Reporting to: Operations Manager The Company GWP, one of the UK's leading packaging manufacturers, are looking for a Production Planner to join our established team click apply for full job details
Technical Administrator / Paraplanner Location: Knutsford Salary: Up to £40,000 (dependent on experience) Contract: Permanent Role Purpose An exciting opportunity has arisen for an experienced Technical Administrator / Paraplanner to join a professional financial planning practice in Knutsford. This role is focused on delivering high-quality technical paraplanning support to ensure clients receive robust, compliant and well-structured financial strategies, plans and recommendations. You will work closely with Advisers to support the full client journey, from new business through to ongoing reviews. Key Responsibilities Provide comprehensive technical paraplanning support to the Practice Collaborate with Advisers to identify and deliver suitable financial planning solutions Construct and maintain financial strategies across investment, retirement, tax and estate planning Support advice with cashflow modelling and detailed written reports Produce compliant, client-focused suitability reports and recommendations Act as a key technical contact for Advisers throughout the client lifecycle Prepare review documentation including cashflow updates and investment performance analysis Obtain and analyse product information, illustrations and quotes to support comparisons Assist with tax calculations where required Liaise with clients and third parties to progress cases efficiently Support preparation for and attend client meetings where necessary Maintain up-to-date knowledge of templates, regulatory changes and best practice Knowledge & Experience Essential: Previous paraplanning experience within an IFA or Wealth Management environment Strong understanding of financial planning principles and FCA regulatory requirements Experience producing suitability reports and cashflow models Desirable: Level 4 Diploma qualified or working towards (or FPC with significant experience) Experience in pension transfers Experience administering IHT and/or investment products Familiarity with research and planning systems such as Voyant and Analytics Skills & Behaviours Exceptional attention to detail and accuracy Strong analytical and numeracy skills Confident using templated suitability letters and structured report frameworks Highly organised with the ability to manage multiple deadlines Clear and professional written and verbal communication Strong Microsoft Office skills, particularly Word and Excel Ability to work independently while contributing to team objectives Calm, resilient and adaptable Positive and client-focused approach Core Competencies Quality Focus - Takes ownership of delivering accurate and timely work Teamwork - Collaborates effectively to achieve shared goals Embracing Change - Adapts positively to evolving processes Developing Self & Others - Committed to professional growth Communication - Tailors communication style appropriately Planning & Organising - Manages time and priorities effectively Client Care - Delivers consistently high service standards Apply today via NJR Recruitment or call quoting the reference NJR16509 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Mar 19, 2026
Full time
Technical Administrator / Paraplanner Location: Knutsford Salary: Up to £40,000 (dependent on experience) Contract: Permanent Role Purpose An exciting opportunity has arisen for an experienced Technical Administrator / Paraplanner to join a professional financial planning practice in Knutsford. This role is focused on delivering high-quality technical paraplanning support to ensure clients receive robust, compliant and well-structured financial strategies, plans and recommendations. You will work closely with Advisers to support the full client journey, from new business through to ongoing reviews. Key Responsibilities Provide comprehensive technical paraplanning support to the Practice Collaborate with Advisers to identify and deliver suitable financial planning solutions Construct and maintain financial strategies across investment, retirement, tax and estate planning Support advice with cashflow modelling and detailed written reports Produce compliant, client-focused suitability reports and recommendations Act as a key technical contact for Advisers throughout the client lifecycle Prepare review documentation including cashflow updates and investment performance analysis Obtain and analyse product information, illustrations and quotes to support comparisons Assist with tax calculations where required Liaise with clients and third parties to progress cases efficiently Support preparation for and attend client meetings where necessary Maintain up-to-date knowledge of templates, regulatory changes and best practice Knowledge & Experience Essential: Previous paraplanning experience within an IFA or Wealth Management environment Strong understanding of financial planning principles and FCA regulatory requirements Experience producing suitability reports and cashflow models Desirable: Level 4 Diploma qualified or working towards (or FPC with significant experience) Experience in pension transfers Experience administering IHT and/or investment products Familiarity with research and planning systems such as Voyant and Analytics Skills & Behaviours Exceptional attention to detail and accuracy Strong analytical and numeracy skills Confident using templated suitability letters and structured report frameworks Highly organised with the ability to manage multiple deadlines Clear and professional written and verbal communication Strong Microsoft Office skills, particularly Word and Excel Ability to work independently while contributing to team objectives Calm, resilient and adaptable Positive and client-focused approach Core Competencies Quality Focus - Takes ownership of delivering accurate and timely work Teamwork - Collaborates effectively to achieve shared goals Embracing Change - Adapts positively to evolving processes Developing Self & Others - Committed to professional growth Communication - Tailors communication style appropriately Planning & Organising - Manages time and priorities effectively Client Care - Delivers consistently high service standards Apply today via NJR Recruitment or call quoting the reference NJR16509 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
Mar 19, 2026
Full time
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
Mar 19, 2026
Full time
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
The Planner Jobs Redactive Publishing Limited
Portsmouth, Hampshire
A planning consultancy is seeking a Local Land Charges Officer for a 3-month contract based in the North of England. The position offers flexibility, with remote work available. Ideal candidates should have experience in Town Planning, be able to streamline processes, and have a positive attitude. This is an excellent opportunity to join a small team and make an immediate impact, helping to clear a backlog of Land Charge registrations.
Mar 19, 2026
Full time
A planning consultancy is seeking a Local Land Charges Officer for a 3-month contract based in the North of England. The position offers flexibility, with remote work available. Ideal candidates should have experience in Town Planning, be able to streamline processes, and have a positive attitude. This is an excellent opportunity to join a small team and make an immediate impact, helping to clear a backlog of Land Charge registrations.
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
Mar 19, 2026
Full time
Job Title: Financial Planner Salary: £70,000 - £80,000 + bonus Field Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner. This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better. Role Overview: As a Financial Planner, you'll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You'll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support. Key Responsibilities: Deliver holistic financial advice through face-to-face and virtual meetings. Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals. Use cash flow modelling and financial planning tools to provide clear, insightful advice. Proactively develop new business opportunities, building relationships with introducers and new clients. Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunities Stay informed on market, legislative, and industry developments. Uphold regulatory responsibilities and deliver excellent client outcomes. Maintain professional standards and complete CPD to support SPS requirements. Qualifications & Skills: Level 4 Diploma in Financial Planning (Level 6/Chartered desirable but not essential). Strong experience in holistic financial advice and client relationship building. Skilled in conducting client meetings and producing tailored financial plans. Knowledge of regulatory requirements, including Consumer Duty. Confident in cash flow modelling tools. Excellent communication, organisational, and presentation skills. Benefits: Generous Holiday Entitlement: 30 days plus bank holidays (with buy/sell options). paid medical insurance, life insurance, and health screening. Pension: Matched contribution up to 15% of base salary. Flexible Cash Allowance Bonus Scheme
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leeds and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the Adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role 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 19, 2026
Full time
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leeds and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source Liaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the Adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role 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.
IFA Administrator to Paraplanner - Full Study Support Salary up to £35,000 + Excellent Benefits + Hybrid Working + Full Study Support One of our well-established and highly regarded clients in Hemel Hempstead is looking to welcome an experienced IFA Administrator to their growing team. This is a firm that genuinely values its people. They have built their reputation on long-standing client relationships, meticulous advice standards and creating a supportive, down-to-earth working culture. With continued growth and a steady stream of new business, they are now looking for an IFA Administrator who can hit the ground running and become an integral part of their day-to-day advisory support function. The Opportunity This is not a "sit in the corner and just process paperwork" role. They are looking for someone with at least 2 years' experience within an IFA practice, who understands how advice firms operate and enjoys being at the heart of the action. As an IFA Administrator, you'll be supporting advisers with: Processing new business across multiple providers Fund switches, withdrawals, and general servicing requests Managing pipelines and ensuring cases progress smoothly Maintaining and updating client records Supporting advisers with day-to-day advice administration Experience using platforms such as Aviva, Fidelity, Prudential, Aegon and Quilter would be ideal, as you'll be navigating a range of provider systems confidently and efficiently. Ideally, you'll have experience using a CRM system within a financial planning environment. That said, if you've worked with a different system and are generally comfortable picking up new technology, full training will be provided on the firm's internal systems. Experience with tools such as FE Analytics, Defaqto and/or Cashcalc would certainly be an advantage - but again, support and training are available for the right person. Who They're Looking For You'll be someone who has solid experience within an IFA environment, is organised, proactive and detail-focused, and you understand the importance of client service and timely processing. You will also be someone who wants to be managing multiple cases at different stages. Our client is looking for an IFA Administrator who: Understands the importance of client service and timely processing Can manage multiple cases at different stages Wants to continue developing professionally Whether or not you're already studying towards your CII Level 4 Diploma, they will fully support you through it, including study material and examination costs. What's On Offer Salary of £30,000 - £35,000 depending on experience Auto-Enrolment Pension (4% Employer / 4% Employee via Salary Sacrifice) Life Cover (3x Salary) Hybrid working (following probation/training period) Holiday Purchase Scheme Staff Referral Scheme Employee Assistance Programme Full financial support for CII exams up to Level 4 Diploma Why This Role? This is an excellent opportunity for someone who enjoys being relied upon, who takes pride in accuracy and efficiency, and who wants to be part of a professional yet friendly team where your contribution genuinely matters. If you're looking for a stable, growing firm where you can develop your technical knowledge, gain qualifications and build a long-term career within financial services - this could be a very smart move. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions
Mar 19, 2026
Full time
IFA Administrator to Paraplanner - Full Study Support Salary up to £35,000 + Excellent Benefits + Hybrid Working + Full Study Support One of our well-established and highly regarded clients in Hemel Hempstead is looking to welcome an experienced IFA Administrator to their growing team. This is a firm that genuinely values its people. They have built their reputation on long-standing client relationships, meticulous advice standards and creating a supportive, down-to-earth working culture. With continued growth and a steady stream of new business, they are now looking for an IFA Administrator who can hit the ground running and become an integral part of their day-to-day advisory support function. The Opportunity This is not a "sit in the corner and just process paperwork" role. They are looking for someone with at least 2 years' experience within an IFA practice, who understands how advice firms operate and enjoys being at the heart of the action. As an IFA Administrator, you'll be supporting advisers with: Processing new business across multiple providers Fund switches, withdrawals, and general servicing requests Managing pipelines and ensuring cases progress smoothly Maintaining and updating client records Supporting advisers with day-to-day advice administration Experience using platforms such as Aviva, Fidelity, Prudential, Aegon and Quilter would be ideal, as you'll be navigating a range of provider systems confidently and efficiently. Ideally, you'll have experience using a CRM system within a financial planning environment. That said, if you've worked with a different system and are generally comfortable picking up new technology, full training will be provided on the firm's internal systems. Experience with tools such as FE Analytics, Defaqto and/or Cashcalc would certainly be an advantage - but again, support and training are available for the right person. Who They're Looking For You'll be someone who has solid experience within an IFA environment, is organised, proactive and detail-focused, and you understand the importance of client service and timely processing. You will also be someone who wants to be managing multiple cases at different stages. Our client is looking for an IFA Administrator who: Understands the importance of client service and timely processing Can manage multiple cases at different stages Wants to continue developing professionally Whether or not you're already studying towards your CII Level 4 Diploma, they will fully support you through it, including study material and examination costs. What's On Offer Salary of £30,000 - £35,000 depending on experience Auto-Enrolment Pension (4% Employer / 4% Employee via Salary Sacrifice) Life Cover (3x Salary) Hybrid working (following probation/training period) Holiday Purchase Scheme Staff Referral Scheme Employee Assistance Programme Full financial support for CII exams up to Level 4 Diploma Why This Role? This is an excellent opportunity for someone who enjoys being relied upon, who takes pride in accuracy and efficiency, and who wants to be part of a professional yet friendly team where your contribution genuinely matters. If you're looking for a stable, growing firm where you can develop your technical knowledge, gain qualifications and build a long-term career within financial services - this could be a very smart move. If you're interested in this opportunity, please send your CV to Harry at Financial Divisions
This role suits someone who wants a flexible working pattern. Return to work. School hours. Condensed week. Or winding down without stepping away from the industry. Financial Services Administrator: Part-Time/Full-Time and Flexible Edinburgh (hybrid options) £24,000-£26,000 FTE, pro rata for part-time Permanent You'll support a small, friendly financial planning office with client servicing and new business administration. You'll speak to clients and providers, keep workflows moving, and make sure advisers have what they need, when they need it. The work First point of contact for client queries Client onboarding, file set-up, gathering documents Processing new business and servicing tasks end-to-end LOAs, provider chasing, application follow-ups Preparing meeting packs and client documentation Maintaining accurate CRM records and tracking key dates Supporting report production in the firm's reporting process (not full paraplanning) Systems Intelliflo CRM (core system) Moving to Dynamic Planner shortly Microsoft Office and Adobe used for documents and day-to-day admin What matters Experience in an IFA or financial planning admin role Confident speaking to clients and providers Organised, accurate, calm under pressure Comfortable working with systems and processes The flexibility: We are open on pattern and hours. Examples that can work: 3 - 4 days per week School hours Condensed hours across fewer days Hybrid options depending on the week and client meetings Talk to us to see what may be possible for you Benefits Discretionary bonus 10% pension contribution Life insurance Income protection Exam support if you want it Dog-friendly office Parking Paid Taxi allowance
Mar 19, 2026
Full time
This role suits someone who wants a flexible working pattern. Return to work. School hours. Condensed week. Or winding down without stepping away from the industry. Financial Services Administrator: Part-Time/Full-Time and Flexible Edinburgh (hybrid options) £24,000-£26,000 FTE, pro rata for part-time Permanent You'll support a small, friendly financial planning office with client servicing and new business administration. You'll speak to clients and providers, keep workflows moving, and make sure advisers have what they need, when they need it. The work First point of contact for client queries Client onboarding, file set-up, gathering documents Processing new business and servicing tasks end-to-end LOAs, provider chasing, application follow-ups Preparing meeting packs and client documentation Maintaining accurate CRM records and tracking key dates Supporting report production in the firm's reporting process (not full paraplanning) Systems Intelliflo CRM (core system) Moving to Dynamic Planner shortly Microsoft Office and Adobe used for documents and day-to-day admin What matters Experience in an IFA or financial planning admin role Confident speaking to clients and providers Organised, accurate, calm under pressure Comfortable working with systems and processes The flexibility: We are open on pattern and hours. Examples that can work: 3 - 4 days per week School hours Condensed hours across fewer days Hybrid options depending on the week and client meetings Talk to us to see what may be possible for you Benefits Discretionary bonus 10% pension contribution Life insurance Income protection Exam support if you want it Dog-friendly office Parking Paid Taxi allowance
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 19, 2026
Full time
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Thrive Group are delighted to be working with our client in Frome who is actively looking to recruit a Production Planner to join the team on a permanent basis. What you will be doing: Reporting to the Head of Purchasing & Packaging, the Supply Manager is responsible for supervision of all aspects of the company supply and demand functions, working closely with the Marketing and Planning teams at click apply for full job details
Mar 19, 2026
Full time
Thrive Group are delighted to be working with our client in Frome who is actively looking to recruit a Production Planner to join the team on a permanent basis. What you will be doing: Reporting to the Head of Purchasing & Packaging, the Supply Manager is responsible for supervision of all aspects of the company supply and demand functions, working closely with the Marketing and Planning teams at click apply for full job details
