LOCATION: DL9 3LL SHIFT PATTERN: Monday to Thursday ,Friday , 21.5 hours per week PAY RATE: Competitive If you require any additional support or adjustments during the recruitment process, please don't hesitate to contact our Recruitment Department at . We're here to help! Your duties will involve cleaning of office areas and includes hoovering, mopping, desk wiping, kitchen, and toilet cleaning. You will empty waste and top up consumables. You must have good attention to detail and high standards of cleaning. You will be responsible for disinfecting areas as per planner. KEY RESPONSIBILITIES Dusting, wiping, and disinfecting desks and all surfaces Scrubbing kitchens and toilets Hoovering and mopping floors Disinfecting all high touch points Detail work i.e. skirtings, sills, fixtures etc Following group and company policies and procedures Report any apparent deficiencies in systems of work or equipment provided that may result in failure of service delivery or risk to health and safety or the environment. Use all work equipment and personal PPE properly and in accordance with training received. Report any issues or training needs to your Line manager and /or via your divisional incident reporting system. REQUIRED SKILLS AND EXPERIENCE Good attendance Work to routine schedules Be able to proactively find tasks Ability to work on their own and as a team Excellent timekeeping Good communication skills We're proud to offer a great range of benefits including: 24/7 GP: Both you and your immediate family can speak to a UK-based GP from the comfort of your own home Mental Health support and Life Event Counseling Get Fit Programme Financial and legal support Cycle to work scheme Access Perks at Work, our innovative employee app where you can find: Perks: discounts, gift cards, cashback, and exclusive offers Life: Search for resources and tools on topics ranging from family and life to health, money and work Support: Online chat or telephone service for urgent support in a crisis For more information about ABM's benefits, visit our About ABM: ABM (NYSE: ABM) is one of the world's largest providers of integrated facility, engineering, and infrastructure solutions. Every day, over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience. ABM serves a wide range of market sectors including commercial real estate, aviation, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together. ABM are committed to employment practices that promote diversity and inclusion in employment regardless of age, disability, gender reassignment, sex, marriage and civil partnership status, pregnancy and maternity status, race, religion or belief. We are proud members of the Armed Forces Covenant Employer Recognition Scheme.
Aug 26, 2026
Full time
LOCATION: DL9 3LL SHIFT PATTERN: Monday to Thursday ,Friday , 21.5 hours per week PAY RATE: Competitive If you require any additional support or adjustments during the recruitment process, please don't hesitate to contact our Recruitment Department at . We're here to help! Your duties will involve cleaning of office areas and includes hoovering, mopping, desk wiping, kitchen, and toilet cleaning. You will empty waste and top up consumables. You must have good attention to detail and high standards of cleaning. You will be responsible for disinfecting areas as per planner. KEY RESPONSIBILITIES Dusting, wiping, and disinfecting desks and all surfaces Scrubbing kitchens and toilets Hoovering and mopping floors Disinfecting all high touch points Detail work i.e. skirtings, sills, fixtures etc Following group and company policies and procedures Report any apparent deficiencies in systems of work or equipment provided that may result in failure of service delivery or risk to health and safety or the environment. Use all work equipment and personal PPE properly and in accordance with training received. Report any issues or training needs to your Line manager and /or via your divisional incident reporting system. REQUIRED SKILLS AND EXPERIENCE Good attendance Work to routine schedules Be able to proactively find tasks Ability to work on their own and as a team Excellent timekeeping Good communication skills We're proud to offer a great range of benefits including: 24/7 GP: Both you and your immediate family can speak to a UK-based GP from the comfort of your own home Mental Health support and Life Event Counseling Get Fit Programme Financial and legal support Cycle to work scheme Access Perks at Work, our innovative employee app where you can find: Perks: discounts, gift cards, cashback, and exclusive offers Life: Search for resources and tools on topics ranging from family and life to health, money and work Support: Online chat or telephone service for urgent support in a crisis For more information about ABM's benefits, visit our About ABM: ABM (NYSE: ABM) is one of the world's largest providers of integrated facility, engineering, and infrastructure solutions. Every day, over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience. ABM serves a wide range of market sectors including commercial real estate, aviation, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together. ABM are committed to employment practices that promote diversity and inclusion in employment regardless of age, disability, gender reassignment, sex, marriage and civil partnership status, pregnancy and maternity status, race, religion or belief. We are proud members of the Armed Forces Covenant Employer Recognition Scheme.
What if you could shape a career as unique as you? At WSP, you can always find opportunities to grow and do what matters to you. Make the most of our global reach to discover new challenges and chances to work with diverse, talented individuals who will help you expand your horizons. The Planning Consultancy team in Central Birmingham specialise in providing commercial planning advice to a wide-range of private and public sector clients. It is an established front end development team which advises on development proposals throughout all stages of the planning process from feasibility, plan promotion, application, EIA and appeal. Our projects range from complex city centre regeneration sites, tall buildings, high density housing, strategic housing promotion, repurposing town centres, retail development, sports and leisure, logistics and major business parks, through to detailed listed building reuse. We act for developers, land owners, house builders, registered providers, financial institutions, strategic promoters, retailers and operators. We are proud to be involved in leading some of the region's largest and most high-profile schemes. We are looking to recruit an enthusiastic team player with a can do attitude. Candidates must have some private sector consultancy experience as well possibly some local authority experience, a proven ability to deliver to a high standard, strong communication skills, passion to share their knowledge and a desire to learn and contribute to the on-going success of our team. You will be a Planner with a good knowledge and experience of the planning process including planning applications, permitted development, policy frameworks, plan promotion and the appeal process. You will be well versed in using critical thinking to prepare planning appraisals and strategies, the preparation of all planning documentation for developments, the associated negotiations with planning authorities and stakeholders. We're looking for Planners with demonstrable experience, with the confidence and initiative to run projects themselves, but also work within a team on large scale projects. As one of the world's leading engineering, professional services and technical consultancy firms, at WSP, we're passionate about the big questions. And big answers, naturally. For us that's all about reaching beyond the expected, to do work that'll make a profound impact felt long into the future. A little more about your role Assisting in the devising planning strategies, assessing site's planning history and relevant planning policies contained within a development plan; as well as national planning policy and guidance. Preparing briefing notes that set out the likelihood of achieving planning permission for housing or employment uses. Drafting planning statements in a clear and persuasive way, to support development proposals. Assisting in the planning aspects in multidisciplinary teams delivering planning projects. Attending site visits, design team and client meetings. Managing project delivery and budgetary control. Working collaboratively with colleagues from across WSP, for example in the Transport or Sustainability Teams, to ensure their advice is factored into the combined advice provided to clients by WSP. Monitoring planning applications and liaising with clients and teams to respond to consultation feedback. What we will be looking for you to demonstrate Degree level qualification in town planning. Postgraduate qualification in a relevant subject. Chartered status (MRTPI / NIPA). Sound knowledge and experience of the UK planning system, gained in the private sector setting. Strong technical skills A commercial approach to planning consultancy and development. A desire to work in a growing planning team, surrounded and supported by a raft of fellow professionals. Strong organisational and communication skills. Imagine a better future for you and a better future for us all. Work on landmark projects around the world and embrace opportunities to make an even bigger impact in the communities you care about. What if you could do the best work of your life and create a legacy for yourself? With us, you can.Apply today.
Aug 26, 2026
Full time
What if you could shape a career as unique as you? At WSP, you can always find opportunities to grow and do what matters to you. Make the most of our global reach to discover new challenges and chances to work with diverse, talented individuals who will help you expand your horizons. The Planning Consultancy team in Central Birmingham specialise in providing commercial planning advice to a wide-range of private and public sector clients. It is an established front end development team which advises on development proposals throughout all stages of the planning process from feasibility, plan promotion, application, EIA and appeal. Our projects range from complex city centre regeneration sites, tall buildings, high density housing, strategic housing promotion, repurposing town centres, retail development, sports and leisure, logistics and major business parks, through to detailed listed building reuse. We act for developers, land owners, house builders, registered providers, financial institutions, strategic promoters, retailers and operators. We are proud to be involved in leading some of the region's largest and most high-profile schemes. We are looking to recruit an enthusiastic team player with a can do attitude. Candidates must have some private sector consultancy experience as well possibly some local authority experience, a proven ability to deliver to a high standard, strong communication skills, passion to share their knowledge and a desire to learn and contribute to the on-going success of our team. You will be a Planner with a good knowledge and experience of the planning process including planning applications, permitted development, policy frameworks, plan promotion and the appeal process. You will be well versed in using critical thinking to prepare planning appraisals and strategies, the preparation of all planning documentation for developments, the associated negotiations with planning authorities and stakeholders. We're looking for Planners with demonstrable experience, with the confidence and initiative to run projects themselves, but also work within a team on large scale projects. As one of the world's leading engineering, professional services and technical consultancy firms, at WSP, we're passionate about the big questions. And big answers, naturally. For us that's all about reaching beyond the expected, to do work that'll make a profound impact felt long into the future. A little more about your role Assisting in the devising planning strategies, assessing site's planning history and relevant planning policies contained within a development plan; as well as national planning policy and guidance. Preparing briefing notes that set out the likelihood of achieving planning permission for housing or employment uses. Drafting planning statements in a clear and persuasive way, to support development proposals. Assisting in the planning aspects in multidisciplinary teams delivering planning projects. Attending site visits, design team and client meetings. Managing project delivery and budgetary control. Working collaboratively with colleagues from across WSP, for example in the Transport or Sustainability Teams, to ensure their advice is factored into the combined advice provided to clients by WSP. Monitoring planning applications and liaising with clients and teams to respond to consultation feedback. What we will be looking for you to demonstrate Degree level qualification in town planning. Postgraduate qualification in a relevant subject. Chartered status (MRTPI / NIPA). Sound knowledge and experience of the UK planning system, gained in the private sector setting. Strong technical skills A commercial approach to planning consultancy and development. A desire to work in a growing planning team, surrounded and supported by a raft of fellow professionals. Strong organisational and communication skills. Imagine a better future for you and a better future for us all. Work on landmark projects around the world and embrace opportunities to make an even bigger impact in the communities you care about. What if you could do the best work of your life and create a legacy for yourself? With us, you can.Apply today.
About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. About the Role: We are looking for an experienced and proactiveSenior Client Services Administratorto join our Client Services team. This is an exciting opportunity for someone with strong Financial Planning administration experience who is looking to take the next step in their career. As a senior member of the team, you will play a key role in supporting theearly stagesof the client journey, ensuring client enquiries, data changes, Letters of Authority (LOAs), pre-meeting preparation and administrative workflows are completed accurately and efficiently. You will act as a subject matter expert for key client service processes, handling more complex client queries, supporting colleagues with procedural guidance, and helping to drive consistency,qualityand continuous improvement across the team. Working closely with Financial Planners, supportteamsand key stakeholders, you will help ensure an exceptional client experience while supporting operational excellence across the business. About You: You are an experienced Financial Planning administrator with excellent organisational skills and a passion for delivering outstanding client service. You enjoy supporting and developing others, have a keen eye for detail, and take pride inmaintaininghigh standardsof accuracy and professionalism. You are confident handling complex cases and enjoy finding solutions to challenges while ensuring positive outcomes for both clients and colleagues. You will be comfortable managing competing priorities, working independently, and contributing to the continuous improvement of processes and team performance. This role will be based in our CheltenhamHead Office with the successful applicantrequiredto work from Cheltenham for a minimum of three days per week. Key Responsibilities Include: Delivering all Client Services Administrator duties to a consistently high standard. Acting as a subject matter expert for key client lifecycle processes, including: Letters of Authority (LOAs) Data updates Existing policy schedules Client retention Reallocations Offboarding activities Handling complex and escalated client queries professionally and efficiently. Supporting colleagues with procedural guidance and best practice. Assisting with the onboarding, training and mentoring of new starters. Contributing to the development and maintenance of training materials, guides and process documentation. Performing quality checks on administrative output and identifying trends or areas for improvement. Managing complex information gathering, provider chases and detailed client cases. Supporting operational improvement initiatives and project work across the department. Providing cover for colleagues and supporting the Team Leader during peak periods when required. Preparing and coordinating pre-meeting information and client documentation. Supporting meeting bookings, client correspondence and administration activities throughout the client lifecycle. Essential Skills and Experience: Previousexperiencewithin a Financial Planningor regulated environment. Excellent organisational skills and high attention to detail. Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365). Confident in handling varied client interactions, with empathy and professionalism. Strong written communication skills, with the ability to produce well-presented documents. Capable of managing multiple tasks and prioritising workload effectively. Able to handle sensitive and confidential information with discretion and professionalism Desirable Skills and Experience: Working towards, or interested in studying, Financial Planning qualifications. Previousexperience supporting or coaching colleagues. Ability toidentifyinefficiencies and support continuous improvement. Strong problem-solving mindset and confidence handlingescalated client queries. Competency using CRM systems, preferably Intelligent Office. A minimum of 5 GCSEs at Grade A-B (or equivalent) including Maths and English. Salary and benefits: Negotiable depending on experience Attivo also offers: Non-contributory Pension Scheme(8%) Private Medical Insurance Cashplan Income Protection Critical Illness Death in Service Parking allowance Generous holiday allowance, rising with length of service Work from home and flexible working available Excellent culture, promoting employee wellbeing and engagement. Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site. Privacy Policy Please visit our website to view our full privacy policy for prospective employees.
Aug 26, 2026
Full time
About Attivo: Attivo are Lifestyle Financial Planners. We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams. About the Role: We are looking for an experienced and proactiveSenior Client Services Administratorto join our Client Services team. This is an exciting opportunity for someone with strong Financial Planning administration experience who is looking to take the next step in their career. As a senior member of the team, you will play a key role in supporting theearly stagesof the client journey, ensuring client enquiries, data changes, Letters of Authority (LOAs), pre-meeting preparation and administrative workflows are completed accurately and efficiently. You will act as a subject matter expert for key client service processes, handling more complex client queries, supporting colleagues with procedural guidance, and helping to drive consistency,qualityand continuous improvement across the team. Working closely with Financial Planners, supportteamsand key stakeholders, you will help ensure an exceptional client experience while supporting operational excellence across the business. About You: You are an experienced Financial Planning administrator with excellent organisational skills and a passion for delivering outstanding client service. You enjoy supporting and developing others, have a keen eye for detail, and take pride inmaintaininghigh standardsof accuracy and professionalism. You are confident handling complex cases and enjoy finding solutions to challenges while ensuring positive outcomes for both clients and colleagues. You will be comfortable managing competing priorities, working independently, and contributing to the continuous improvement of processes and team performance. This role will be based in our CheltenhamHead Office with the successful applicantrequiredto work from Cheltenham for a minimum of three days per week. Key Responsibilities Include: Delivering all Client Services Administrator duties to a consistently high standard. Acting as a subject matter expert for key client lifecycle processes, including: Letters of Authority (LOAs) Data updates Existing policy schedules Client retention Reallocations Offboarding activities Handling complex and escalated client queries professionally and efficiently. Supporting colleagues with procedural guidance and best practice. Assisting with the onboarding, training and mentoring of new starters. Contributing to the development and maintenance of training materials, guides and process documentation. Performing quality checks on administrative output and identifying trends or areas for improvement. Managing complex information gathering, provider chases and detailed client cases. Supporting operational improvement initiatives and project work across the department. Providing cover for colleagues and supporting the Team Leader during peak periods when required. Preparing and coordinating pre-meeting information and client documentation. Supporting meeting bookings, client correspondence and administration activities throughout the client lifecycle. Essential Skills and Experience: Previousexperiencewithin a Financial Planningor regulated environment. Excellent organisational skills and high attention to detail. Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook (Office 365). Confident in handling varied client interactions, with empathy and professionalism. Strong written communication skills, with the ability to produce well-presented documents. Capable of managing multiple tasks and prioritising workload effectively. Able to handle sensitive and confidential information with discretion and professionalism Desirable Skills and Experience: Working towards, or interested in studying, Financial Planning qualifications. Previousexperience supporting or coaching colleagues. Ability toidentifyinefficiencies and support continuous improvement. Strong problem-solving mindset and confidence handlingescalated client queries. Competency using CRM systems, preferably Intelligent Office. A minimum of 5 GCSEs at Grade A-B (or equivalent) including Maths and English. Salary and benefits: Negotiable depending on experience Attivo also offers: Non-contributory Pension Scheme(8%) Private Medical Insurance Cashplan Income Protection Critical Illness Death in Service Parking allowance Generous holiday allowance, rising with length of service Work from home and flexible working available Excellent culture, promoting employee wellbeing and engagement. Recruitment Policy Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible. Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies, and we respectfully ask that agencies do not contact us regarding posts advertised on this site. Privacy Policy Please visit our website to view our full privacy policy for prospective employees.
The role We are looking for a Private Client Tax Manager to join our fantastic Personal Tax team. The Personal Tax team is based in our Bristol, Taunton and Yeovil offices so we would welcome applications for any of these. This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard. You'll work as part of a collaborative and supportive team, building strong relationships with clients and colleagues. As a manager, you'll also play an important part in supporting and developing junior members of the team, helping to maintain a positive working environment and a reputation for quality and care in everything we do. What you'll be doing Managing a portfolio of private client tax compliance work Reviewing personal tax returns to ensure accuracy and technical quality Acting as a reliable and approachable point of contact for clients Supporting trainees and more junior team members Working closely with partners, directors and colleagues within the Personal Tax team Helping to ensure deadlines are met and work is delivered efficiently While the role is compliance led, there may be occasional exposure to advisory work, depending on your experience and interests. What we need from you Ideally you will: Be ATT and/or CTA qualified Have experience of working at a similar level within Private Client/Personal Tax Enjoy managing compliance work and maintaining high standards Be a collaborative team player Be comfortable reviewing work and supporting the development of others Have a professional, organised and thoughtful approach to client service If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you! What we can give you in return We offer a fantastic place to work with a competitive and flexible benefits package. This includes: A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday An annual salary review A Level 1 Medicash Plan provided to all employees Life assurance, which includes access to a smart health app An employee assistance programme for you and your family One volunteering day per year Cinema society discounts GymFlex discounts Bupa private medical insurance available Electric car and cycle to work schemes About AG Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressiveand impactful. Our people are vital to our continued success, and we are alwayslooking to train and develop individuals who could be our future Partners and leaders. Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of. What sets us apart A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a "World Class Place to Work". To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!
Aug 26, 2026
Full time
The role We are looking for a Private Client Tax Manager to join our fantastic Personal Tax team. The Personal Tax team is based in our Bristol, Taunton and Yeovil offices so we would welcome applications for any of these. This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard. You'll work as part of a collaborative and supportive team, building strong relationships with clients and colleagues. As a manager, you'll also play an important part in supporting and developing junior members of the team, helping to maintain a positive working environment and a reputation for quality and care in everything we do. What you'll be doing Managing a portfolio of private client tax compliance work Reviewing personal tax returns to ensure accuracy and technical quality Acting as a reliable and approachable point of contact for clients Supporting trainees and more junior team members Working closely with partners, directors and colleagues within the Personal Tax team Helping to ensure deadlines are met and work is delivered efficiently While the role is compliance led, there may be occasional exposure to advisory work, depending on your experience and interests. What we need from you Ideally you will: Be ATT and/or CTA qualified Have experience of working at a similar level within Private Client/Personal Tax Enjoy managing compliance work and maintaining high standards Be a collaborative team player Be comfortable reviewing work and supporting the development of others Have a professional, organised and thoughtful approach to client service If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you! What we can give you in return We offer a fantastic place to work with a competitive and flexible benefits package. This includes: A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday An annual salary review A Level 1 Medicash Plan provided to all employees Life assurance, which includes access to a smart health app An employee assistance programme for you and your family One volunteering day per year Cinema society discounts GymFlex discounts Bupa private medical insurance available Electric car and cycle to work schemes About AG Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressiveand impactful. Our people are vital to our continued success, and we are alwayslooking to train and develop individuals who could be our future Partners and leaders. Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of. What sets us apart A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a "World Class Place to Work". To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
Aug 26, 2026
Full time
Farnham Hybrid working - 3 days in office £28,000-33,000pa DOE Full-time, 37.5 hours We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places to Work 2024 awards, as well as a winner in the Professional Adviser awards 2024 for the Best Financial Advisers to Work For. These accolades reflect our commitment to creating an exceptional work environment and our dedication to excellence in the financial industry. Join our award winning team and be a part of our continued success! Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship. Today Saltus manages and advises on over £10 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions. What does this role look like? The role will report to the Advice Delivery Manager, and the key areas of the role are as follows: To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility Learning about Saltus Core Values and products/services Effectively and efficiently onboarding new clients and service the existing clients Building effective relationships with customers, advisers and paraplanners in your immediate POD Positively contribute to the team morale and energy, be a great team player Communicating to clients effectively through various mediums (e.g. telephone, email etc) Willing to get involved in projects within the business, which may occur from time to time What sort of person are you looking for? The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience. Knowledge of investment products ISAs, GIAs, Pensions, Bonds Experience of using CRM systems Be a good team player Experience of challenging the status quo in respect of processes A self starter, who owns own development journey Where will I be working? We are looking for someone to be based out of our Farnham office, and offer hybrid working, which includes 3 days in the office, with the remainder at home. We're incredibly flexible about when and how you work: we don't want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they're looking for. We are passionate about championing flexible working for our people, so if there's a slightly different working pattern that you're looking for, then please come and have a chat to us about it! What benefits do I get when working for Saltus? The salary is between £28,000 - £33,000pa depending on experience, alongside 25 days' holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours of 8.30-5.30pm. Just as importantly, you'll get to experience our culture, which we really do live and breathe ensuring that Saltus is a fantastic place to work for every single one of our 450+ people. We work hard, but we have an awful lot of fun along the way. If you think you'd like to come and join us, then please do get in touch we'd love to hear from you!
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Aug 26, 2026
Full time
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield.
Ernest Gordon Recruitment
Weston-super-mare, Somerset
Financial Planner ( Investment Management ) £65,000 to £70,000 + Progression into Management + Generous Holiday Scheme + Pension Weston-Super-Mare, Somerset Are you a Financial Planner or similar looking for an opportunity to take your career to the next level where you will be offered generous benefits alongside be progression into Management? This company is a relationship led financial firm who o click apply for full job details
Aug 26, 2026
Full time
Financial Planner ( Investment Management ) £65,000 to £70,000 + Progression into Management + Generous Holiday Scheme + Pension Weston-Super-Mare, Somerset Are you a Financial Planner or similar looking for an opportunity to take your career to the next level where you will be offered generous benefits alongside be progression into Management? This company is a relationship led financial firm who o click apply for full job details
The role We are looking for a Private Client Tax Manager to join our fantastic Personal Tax team. The Personal Tax team is based in our Bristol, Taunton and Yeovil offices so we would welcome applications for any of these. This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard. You'll work as part of a collaborative and supportive team, building strong relationships with clients and colleagues. As a manager, you'll also play an important part in supporting and developing junior members of the team, helping to maintain a positive working environment and a reputation for quality and care in everything we do. What you'll be doing Managing a portfolio of private client tax compliance work Reviewing personal tax returns to ensure accuracy and technical quality Acting as a reliable and approachable point of contact for clients Supporting trainees and more junior team members Working closely with partners, directors and colleagues within the Personal Tax team Helping to ensure deadlines are met and work is delivered efficiently While the role is compliance led, there may be occasional exposure to advisory work, depending on your experience and interests. What we need from you Ideally you will: Be ATT and/or CTA qualified Have experience of working at a similar level within Private Client/Personal Tax Enjoy managing compliance work and maintaining high standards Be a collaborative team player Be comfortable reviewing work and supporting the development of others Have a professional, organised and thoughtful approach to client service If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you! What we can give you in return We offer a fantastic place to work with a competitive and flexible benefits package. This includes: A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday An annual salary review A Level 1 Medicash Plan provided to all employees Life assurance, which includes access to a smart health app An employee assistance programme for you and your family One volunteering day per year Cinema society discounts GymFlex discounts Bupa private medical insurance available Electric car and cycle to work schemes About AG Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressiveand impactful. Our people are vital to our continued success, and we are alwayslooking to train and develop individuals who could be our future Partners and leaders. Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of. What sets us apart A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a "World Class Place to Work". To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!
Aug 26, 2026
Full time
The role We are looking for a Private Client Tax Manager to join our fantastic Personal Tax team. The Personal Tax team is based in our Bristol, Taunton and Yeovil offices so we would welcome applications for any of these. This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard. You'll work as part of a collaborative and supportive team, building strong relationships with clients and colleagues. As a manager, you'll also play an important part in supporting and developing junior members of the team, helping to maintain a positive working environment and a reputation for quality and care in everything we do. What you'll be doing Managing a portfolio of private client tax compliance work Reviewing personal tax returns to ensure accuracy and technical quality Acting as a reliable and approachable point of contact for clients Supporting trainees and more junior team members Working closely with partners, directors and colleagues within the Personal Tax team Helping to ensure deadlines are met and work is delivered efficiently While the role is compliance led, there may be occasional exposure to advisory work, depending on your experience and interests. What we need from you Ideally you will: Be ATT and/or CTA qualified Have experience of working at a similar level within Private Client/Personal Tax Enjoy managing compliance work and maintaining high standards Be a collaborative team player Be comfortable reviewing work and supporting the development of others Have a professional, organised and thoughtful approach to client service If your experience isn't a complete match but you feel you could bring a lot to AG, we'd still encourage you to apply so that we can learn more about you! What we can give you in return We offer a fantastic place to work with a competitive and flexible benefits package. This includes: A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday An annual salary review A Level 1 Medicash Plan provided to all employees Life assurance, which includes access to a smart health app An employee assistance programme for you and your family One volunteering day per year Cinema society discounts GymFlex discounts Bupa private medical insurance available Electric car and cycle to work schemes About AG Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressiveand impactful. Our people are vital to our continued success, and we are alwayslooking to train and develop individuals who could be our future Partners and leaders. Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of. What sets us apart A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. We've previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a "World Class Place to Work". To add to the list we've recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Aug 26, 2026
Full time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: Preparing analysis of client s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to Innes Reid s compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Aug 26, 2026
Full time
Job title: Client Services Assistant Location: Kendal Adecco is recruiting an Experienced Client Services Assistant to provide comprehensive administrative and client support. In this position, you will work closely with Financial Planners and Relationship Managers, under the guidance of the Manager of HR & Administration, ensuring that all activity aligns with responsible business practices and Consumer Duty principles. What You Will Do? Process new business, incremental business, surrenders, encashment, switches, and alterations to policies using company IT systems, ensuring accurate and timely completion. Follow each case from start to finish, issue policy documents and contract notes, and keep all company IT systems fully updated, including uploading and maintaining all scanned documents. Co-ordinate with providers regarding clients' change of address, Appointment/retirement of trustees, and any death cases, including liaison with legal parties where necessary. Prepare client files for Financial Planners, update client information on the IT system before meetings, insert the correct client pack, and highlight any outstanding compliance requirements in advance. Collate documents and illustrations for the financial plan, send and collate letters of authority and policy information, and obtain policy information and literature from the internet and other available sources. Handle enquiries from insurance companies and clients as far as possible, providing accurate information, escalating where appropriate, and recording relevant details on company IT systems. Check daily tasks on company IT systems, chase any outstanding entries, and obtain quotations as required for corporate clients in response to internal or external requests. Produce valuations for clients as required, taking into account each client's service standard, and accurately record all valuations and related notes on company IT systems. Update client Factfinds on the IT system after meetings, prepare clients' portfolios, set up all required information, and instigate PFP access with each client as appropriate. Chase Initial fees from providers to ensure company cash flow is not detrimentally impacted, and run and analyze client profit and loss reports to identify any areas where required income or fees are not being achieved. Cover reception when required to provide a professional and welcoming service, maintaining a tidy and organized client-facing area consistent with company standards. Identify any training and development needs required to meet the responsibilities of your role, and complete any additional tasks requested from time to time by management. Act as a Consumer Duty Champion on committees and across the business, ensuring decisions and priorities are aligned with Consumer Duty principles and supporting the implementation and annual review of the Consumer Duty framework. Your Skills Demonstrated experience with Basic Word, Excel and Outlook, using these tools confidently for document preparation, data handling, email, and calendar management in a professional environment. Excellent customer service skills (both internal and external), with the ability to manage client and colleague interactions professionally, tactfully, and in a manner that supports long-term business relationships. Excellent written and verbal communication skills, enabling you to draft clear correspondence, explain information accurately, and communicate effectively with providers, clients, colleagues, and management. Strong interpersonal skills, including the ability to work collaboratively, provide constructive feedback, recognize others' achievements, and avoid office politics or gossip in day-to-day interactions. At least 2 years relevant administrative experience, ideally within financial services or a similar professional environment, with evidence of working to defined processes and service standards. Willingness to participate in learning opportunities/events outside of usual work hours, demonstrating a proactive approach to maintaining product knowledge, system knowledge, and ongoing professional development. Business-like approach in both appearance and conduct, consistently behaving professionally, maintaining confidentiality regarding clients and colleagues, and not bringing the company into disrepute. Strong organizational skills, including the ability to prioritize daily activities, keep work and client areas clean and tidy, and respond efficiently and effectively to queries while meeting agreed SLA's. Proactive problem-solving mindset, taking ownership to minimize problems, researching solutions to challenges or issues, and maintaining a positive attitude to change and a 'Can Do' attitude. Flexible approach to tasks and working hours to ensure work is completed and business needs are met, fully supporting the Directors/Management Team and aligning your workload with the company's business strategy and goals. Benefits Annual leave is 22 days holidays + bank holidays + currently 3 additional days off between Christmas and New Year, providing a clearly defined and structured entitlement. The role is covered by a Death In service Scheme, offering a specified company-backed benefit in the event of employee death. Retirement provision includes a 3% company contribution Pension Scheme, giving a clearly stated employer pension contribution level. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Aug 26, 2026
Full time
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients. The main purpose of the role is: To provide a highly technical service to our team of advisers in order to provide the clients with a positive professional experience. To provide report writing support including the production of suitability reports for reviews and new business based on client needs. To assist the Paraplanning Manager to log incoming projects and to maintain up to date report templates. The significant majority of reports you will be involved with will be for High Net Worth/complex client situations. Your day to day responsibilities will include: Assist with the provision of fully compliant, accurate, potentially complex reports which will include analysis, detailed research of funds and providers and product recommendations for presentation to clients. Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments. Assist with obtaining valuations, quotations and supporting application documentation. Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures. Manage own workload position and provide updates to line manager. Commit to continuous personal development and retain supporting records. To carry out any other duties as may reasonably be required. Ideally we would be seeking someone with a Diploma in Financial Planning / Level 4 qualified for this role, with around 1-3 years experience within a Paraplanning role, with good solid experience within Report Writing, as well as research methodologies. We would also consider someone with limited Paraplanning experience, who is part-qualified, looking to take their next step into a full Paraplanning role. Ideally we would be seeking a career focused Paraplanner, who isn't looking to become an Adviser in the immediate future, as this is really a career Paraplanner position. A great salary is offered for the right person, as well as a very strong benefits package including 30 days holiday, 9% non-contributory Pension, Company Bonus Scheme, 4x DIS as well as other benefits and working with a great successful team!
Why join Marshall Land Systems in this role: The Production Planner is responsible for delivering effective capacity and material planning to support operational performance. Working as part of a small team, this role ensures ERP/MRP systems are optimised to enable efficient production flow, accurate data management, and successful project delivery. Your responsibilities in this role include: Develop and manage capacity planning activities in collaboration with the Production Scheduler, ensuring optimal utilisation of resources and alignment with maintenance cycles Plan and manage material demand and stock control through the ERP/MRP system in line with customer requirements Ensure capacity planning is fully integrated within ERP/MRP systems to optimise delivery performance, efficiency, and cost Manage and maintain data accuracy within the ERP system (IFS), including actioning MRP messages and resolving stock-related queries Load projects into the system following design release, including Master Part setup and validation of key data fields Release projects to planning, purchasing, and production in a timely manner Process amendments within the MRP system, ensuring parts are at the latest issue and correctly allocated to jobs Ensure all shop orders are correctly linked to parent orders to enable accurate cost tracking Monitor and manage deviations from plan, particularly where there is financial impact Support continuous improvement of planning systems, processes, and methodologies Contribute planning input into bids and future project forecasting Ensure timely project closure, including issuing all parts and enabling accurate cost roll-up for finance and project teams Deliver MRP/ERP training to stakeholders to ensure effective system usage Support operational activities such as stationery ordering where required Apply if you have most of the following: Experience within a production planning or manufacturing engineering environment Experience working in production, assembly, or vehicle build environments Proven experience using ERP/MRP systems in a planning capacity Strong experience in production or factory planning roles Advanced knowledge of ERP/MRP systems and planning processes Strong IT skills, including Excel and ERP systems Understanding of capacity planning, inventory management, and production flow Good communication skills with the ability to engage a wide range of stakeholders Ability to work accurately under pressure and meet tight deadlines Strong organisational and analytical skills Additional local needs: Full-time onsite role Successful candidate must be able to obtain BPSS clearance Benefits of this role include: Opportunity to play a key role in end-to-end production planning and delivery Exposure to ERP/MRP systems within a production environment Involvement in continuous improvement and operational optimisation initiatives Development opportunities towards senior planning or operations roles Cross-functional exposure across production, engineering, supply chain, and finance Marshall Land Systems is a Canadian-owned global company with an unrivalled pedigree of British engineering excellence. From its origins in Cambridge, UK, through more than a century of innovation, pioneering advances from the nose of Concorde to the early Hydrogen fuel cell technology that ultimately powered the moon landings, Marshall engineers now continue to innovate specialist vehicles and infrastructure for NATO forces across the world. From bomb disposal vehicles to deployed shelters, from command and control to CT scanners on the battlefield, Marshall Land Systems protects people in critical situations with the very best in engineering. It employs 600 people with major facilities the UK, Canada, and the Netherlands. MLSIND3
Aug 25, 2026
Full time
Why join Marshall Land Systems in this role: The Production Planner is responsible for delivering effective capacity and material planning to support operational performance. Working as part of a small team, this role ensures ERP/MRP systems are optimised to enable efficient production flow, accurate data management, and successful project delivery. Your responsibilities in this role include: Develop and manage capacity planning activities in collaboration with the Production Scheduler, ensuring optimal utilisation of resources and alignment with maintenance cycles Plan and manage material demand and stock control through the ERP/MRP system in line with customer requirements Ensure capacity planning is fully integrated within ERP/MRP systems to optimise delivery performance, efficiency, and cost Manage and maintain data accuracy within the ERP system (IFS), including actioning MRP messages and resolving stock-related queries Load projects into the system following design release, including Master Part setup and validation of key data fields Release projects to planning, purchasing, and production in a timely manner Process amendments within the MRP system, ensuring parts are at the latest issue and correctly allocated to jobs Ensure all shop orders are correctly linked to parent orders to enable accurate cost tracking Monitor and manage deviations from plan, particularly where there is financial impact Support continuous improvement of planning systems, processes, and methodologies Contribute planning input into bids and future project forecasting Ensure timely project closure, including issuing all parts and enabling accurate cost roll-up for finance and project teams Deliver MRP/ERP training to stakeholders to ensure effective system usage Support operational activities such as stationery ordering where required Apply if you have most of the following: Experience within a production planning or manufacturing engineering environment Experience working in production, assembly, or vehicle build environments Proven experience using ERP/MRP systems in a planning capacity Strong experience in production or factory planning roles Advanced knowledge of ERP/MRP systems and planning processes Strong IT skills, including Excel and ERP systems Understanding of capacity planning, inventory management, and production flow Good communication skills with the ability to engage a wide range of stakeholders Ability to work accurately under pressure and meet tight deadlines Strong organisational and analytical skills Additional local needs: Full-time onsite role Successful candidate must be able to obtain BPSS clearance Benefits of this role include: Opportunity to play a key role in end-to-end production planning and delivery Exposure to ERP/MRP systems within a production environment Involvement in continuous improvement and operational optimisation initiatives Development opportunities towards senior planning or operations roles Cross-functional exposure across production, engineering, supply chain, and finance Marshall Land Systems is a Canadian-owned global company with an unrivalled pedigree of British engineering excellence. From its origins in Cambridge, UK, through more than a century of innovation, pioneering advances from the nose of Concorde to the early Hydrogen fuel cell technology that ultimately powered the moon landings, Marshall engineers now continue to innovate specialist vehicles and infrastructure for NATO forces across the world. From bomb disposal vehicles to deployed shelters, from command and control to CT scanners on the battlefield, Marshall Land Systems protects people in critical situations with the very best in engineering. It employs 600 people with major facilities the UK, Canada, and the Netherlands. MLSIND3
IFA Administrator role - leading Wealth practice! Leading, well established, Wealth practice in Ewloe, are looking to augment their successful team, by recruiting an IFA Administrator, to join their office. You'll be supporting the team of Financial Planners, with preparing valuations, factfinds, documents & general admin support. A competitive salary is on offer with this office based role of up to 29k, depending on experience, plus benefits. Ideally you'll have experience within Administration in a Wealth/IFA firm and enjoy giving a good service of admin, within a busy Financial Planning office! Click and apply ASAP for this role, as my client is keen to secure the right candidate
Aug 25, 2026
Full time
IFA Administrator role - leading Wealth practice! Leading, well established, Wealth practice in Ewloe, are looking to augment their successful team, by recruiting an IFA Administrator, to join their office. You'll be supporting the team of Financial Planners, with preparing valuations, factfinds, documents & general admin support. A competitive salary is on offer with this office based role of up to 29k, depending on experience, plus benefits. Ideally you'll have experience within Administration in a Wealth/IFA firm and enjoy giving a good service of admin, within a busy Financial Planning office! Click and apply ASAP for this role, as my client is keen to secure the right candidate
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
Aug 25, 2026
Full time
Are you an experienced Paraplanner looking for a long-term career opportunity with a supportive and growing financial planning firm in York? Would you like to work for a business that genuinely values its people, supports with training and development, offers hybrid working, and enhanced holidays? Our client is a well-established and growing financial advisory firm based in York, offering a modern, people-focused working environment where team members are valued, supported and encouraged to develop. This is a business that believes people should enjoy their careers, have a healthy work-life balance and feel part of a team that is building something special together. They are not interested in burnout culture or rigid corporate hierarchy. Instead, they have created a collaborative, ambitious and supportive environment where everyone is treated with respect and given the opportunity to grow. Due to continued growth and internal team progression, they are now looking to recruit an experienced Paraplanner to support their Financial Advisers and play an important role in delivering high-quality financial planning advice to clients. What the Paraplanner job involves As Paraplanner, you will work closely with the firm s Financial Advisers, supporting the full financial advice process and helping to deliver excellent client outcomes. You will be responsible for preparing suitability reports and detailed financial plans, Carrying out technical research across pensions, investments and protection Supporting advisers with planning strategies and recommendations. Working on inheritance tax planning cases, including Trusts and Business Property Relief Supporting recommendations involving EIS and VCT planning. You will use industry systems such as Intelligent Office, cash flow modelling tools, FE Analytics, De Facto and ATEB You may also be able to help to improve internal processes and efficiencies as the business continues to grow. This is a varied and fast-paced role that would suit someone who enjoys technical detail, analytical work and being a valued part of a collaborative team. There may also be the opportunity to attend client meetings to gain further insight into client needs. Skills required We are looking for a dedicated and experienced Paraplanner who is committed to building a long-term career within paraplanning. You will ideally have: Level 4 Diploma qualification or equivalent experience in a paraplanner role. Strong technical knowledge across financial planning Excellent analytical skills and a keen eye for detail Strong report writing ability A good understanding of the full financial advice process A proactive, organised and detail-focused approach A steady, collaborative and team-oriented working style A positive attitude and the ability to contribute to a supportive team culture This role would suit someone who values stability, teamwork and career development. Our client is looking for someone who cares about people, takes pride in doing detailed work well and wants to be part of a business that is continuing to grow in the right way. Other information Full-time, Monday to Friday 9am 5pm permanent role based in York Hybrid working available, with up to two days working from home each week 38 days holiday inclusive of bank holidays Discretionary bonus scheme 5% employer and 5% employee pension contribution after probation Private medical cover after probation Free parking Support with ongoing development and further qualifications Genuine progression opportunities A positive, supportive and collaborative team environment This is a fantastic opportunity for an experienced Paraplanner who wants to join a modern financial planning firm where people are genuinely valued and where you can build a meaningful long-term career. This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency. Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role. KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data. You can also follow us on Facebook, Instagram, Twitter, and LinkedIn for up to date jobs and other helpful information.
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front click apply for full job details
Aug 25, 2026
Full time
Are you an Operations Manager experienced within financial planning industry an looking to join a growing business in the heart of London? Our client is looking to add an Operations Manager to their dedicated team who will take charge of the back-office team of 6 including Paraplanners and Administrators and lead from the front click apply for full job details
Remote Paraplanner £45,000 to £50,000Office Based in LeicesterBase (negotiable) plus a comprehensive benefits package along with exam support. An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a MINIMUM DIPLOMA LEVEL 4 QUALIFIED AND EXPERIENCED PARAPLANNER As an independent firm, it provides trusted, bespoke financial planning click apply for full job details
Aug 25, 2026
Full time
Remote Paraplanner £45,000 to £50,000Office Based in LeicesterBase (negotiable) plus a comprehensive benefits package along with exam support. An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a MINIMUM DIPLOMA LEVEL 4 QUALIFIED AND EXPERIENCED PARAPLANNER As an independent firm, it provides trusted, bespoke financial planning click apply for full job details
Red Sky Personnel Ltd
London Colney, Hertfordshire
Role: Data Technician Location: St Albans The Opportunity An established UK civil engineering and infrastructure specialist is seeking a Data Technician to support project and delivery teams by integrating, developing and enhancing tools, systems and processes. The role will improve the management of safety, health, environmental, quality (HSEQ) and commercial data, while driving efficiency, continuous improvement and innovation across the region. Working with internal teams and external specialists, you will help strengthen coding, data management and operational processes, enabling better data-led decision making, legislative compliance and measurable improvements in operational and commercial performance, carbon reduction and strategic planning. Key Responsibilities • Design and implement tools to streamline HSEQ data capture, analysis and reporting. • Automate data-heavy processes to reduce administrative workload and improve efficiency. • Develop balanced scorecards and Power BI dashboards providing live, integrated views of business performance, including inspections, waste management, interventions and audit data. • Support and monitor the deployment of new digital platforms, ensuring effective integration with existing systems. • Oversee quarterly verification of carbon data required for external audits and carbon-reduction reporting. • Implement systems for plant idling data capture and telematics, integrating information into unified business dashboards. • Design controlled tests to assess the impact of social value initiatives, including community messaging and public sentiment. • Use data insights to enhance social value activity and support stronger public relations outcomes. • Compare tender assumptions and outputs against actual project performance to identify profitability drivers and opportunities to improve future tenders. • Model future work programmes and analyse historic project performance to support operational planning and identify potential gaps. • Develop automated reports and trackers covering retention, debt, WIP and cash position, providing timely performance information and action reminders to commercial teams. • Create efficiency models from solution reviews, test them through delivery and present findings through Power BI reporting. • Compile data and site information from operational reporting into monthly client reports for discipline leads. • Support the comprehensive capture of Research & Development activity to maximise eligible innovation-related tax opportunities. • Help establish structured testing regimes to assess cause and effect, effort versus reward and the effectiveness of different techniques. About You Essential • Experience using data management and reporting tools to collect, analyse and present information effectively. • Good working knowledge of Microsoft 365 applications, including Word, Excel, OneNote, Planner, OneDrive, Teams, SharePoint, Power Apps, Power BI and Power Automate. • Ability to develop and maintain basic automated workflows and integrate data across Microsoft 365 platforms. • Understanding of SharePoint Lists, data storage and information-sharing best practice. • Good knowledge of Excel functions, formulas, pivot tables and reporting techniques. • Basic PowerShell skills to support administration and automation activities. • Understanding of data privacy, security and governance principles. • Strong troubleshooting and problem-solving skills, with the ability to resolve system and data-related issues. • Strong communication and collaboration skills, with the ability to build effective working relationships at all levels. Desirable • Recognised certification in one or more of the following: Power Apps, Power Automate, Power BI, SharePoint, Python or SQL. • Knowledge and understanding of Python. • Experience within civil engineering, infrastructure, construction, utilities or another project-led environment. What s on Offer • Competitive salary. • Company pension and life assurance. • Private medical cover. • 25 days annual leave plus 8 public bank holidays and additional loyalty days. • 8 hours of volunteering leave. • Employee Assistance Programme supporting mental, physical and financial wellbeing. • Flexible benefits via salary sacrifice. • Company car, green car scheme, car allowance or van depending on position. • Leadership and management training and coaching. • Regular line-management engagement and appraisal to support career progression. • Internal and externally delivered training and development. • Continuous service awards. • Long-term career opportunities within a well-established infrastructure business with secured project and framework work.
Aug 25, 2026
Full time
Role: Data Technician Location: St Albans The Opportunity An established UK civil engineering and infrastructure specialist is seeking a Data Technician to support project and delivery teams by integrating, developing and enhancing tools, systems and processes. The role will improve the management of safety, health, environmental, quality (HSEQ) and commercial data, while driving efficiency, continuous improvement and innovation across the region. Working with internal teams and external specialists, you will help strengthen coding, data management and operational processes, enabling better data-led decision making, legislative compliance and measurable improvements in operational and commercial performance, carbon reduction and strategic planning. Key Responsibilities • Design and implement tools to streamline HSEQ data capture, analysis and reporting. • Automate data-heavy processes to reduce administrative workload and improve efficiency. • Develop balanced scorecards and Power BI dashboards providing live, integrated views of business performance, including inspections, waste management, interventions and audit data. • Support and monitor the deployment of new digital platforms, ensuring effective integration with existing systems. • Oversee quarterly verification of carbon data required for external audits and carbon-reduction reporting. • Implement systems for plant idling data capture and telematics, integrating information into unified business dashboards. • Design controlled tests to assess the impact of social value initiatives, including community messaging and public sentiment. • Use data insights to enhance social value activity and support stronger public relations outcomes. • Compare tender assumptions and outputs against actual project performance to identify profitability drivers and opportunities to improve future tenders. • Model future work programmes and analyse historic project performance to support operational planning and identify potential gaps. • Develop automated reports and trackers covering retention, debt, WIP and cash position, providing timely performance information and action reminders to commercial teams. • Create efficiency models from solution reviews, test them through delivery and present findings through Power BI reporting. • Compile data and site information from operational reporting into monthly client reports for discipline leads. • Support the comprehensive capture of Research & Development activity to maximise eligible innovation-related tax opportunities. • Help establish structured testing regimes to assess cause and effect, effort versus reward and the effectiveness of different techniques. About You Essential • Experience using data management and reporting tools to collect, analyse and present information effectively. • Good working knowledge of Microsoft 365 applications, including Word, Excel, OneNote, Planner, OneDrive, Teams, SharePoint, Power Apps, Power BI and Power Automate. • Ability to develop and maintain basic automated workflows and integrate data across Microsoft 365 platforms. • Understanding of SharePoint Lists, data storage and information-sharing best practice. • Good knowledge of Excel functions, formulas, pivot tables and reporting techniques. • Basic PowerShell skills to support administration and automation activities. • Understanding of data privacy, security and governance principles. • Strong troubleshooting and problem-solving skills, with the ability to resolve system and data-related issues. • Strong communication and collaboration skills, with the ability to build effective working relationships at all levels. Desirable • Recognised certification in one or more of the following: Power Apps, Power Automate, Power BI, SharePoint, Python or SQL. • Knowledge and understanding of Python. • Experience within civil engineering, infrastructure, construction, utilities or another project-led environment. What s on Offer • Competitive salary. • Company pension and life assurance. • Private medical cover. • 25 days annual leave plus 8 public bank holidays and additional loyalty days. • 8 hours of volunteering leave. • Employee Assistance Programme supporting mental, physical and financial wellbeing. • Flexible benefits via salary sacrifice. • Company car, green car scheme, car allowance or van depending on position. • Leadership and management training and coaching. • Regular line-management engagement and appraisal to support career progression. • Internal and externally delivered training and development. • Continuous service awards. • Long-term career opportunities within a well-established infrastructure business with secured project and framework work.
GROVE TALENT SOLUTIONS LTD
Northampton, Northamptonshire
Role: Financial Planner Salary: £65,000 - £80,000 + Bonus Location: Northamptonshire A well-established, client-focused wealth management firm is seeking an experienced Financial Planner to join its growing team in Northamptonshire. This is an excellent opportunity to become part of a business that values long-term client relationships, high-quality advice, and professional excellence click apply for full job details
Aug 25, 2026
Full time
Role: Financial Planner Salary: £65,000 - £80,000 + Bonus Location: Northamptonshire A well-established, client-focused wealth management firm is seeking an experienced Financial Planner to join its growing team in Northamptonshire. This is an excellent opportunity to become part of a business that values long-term client relationships, high-quality advice, and professional excellence click apply for full job details
Artemis Clarke Ltd. is seeking a Senior Recruiter specialising in Financial Services to join our growing team and take ownership of a high-performing FS desk. You will recruit for Paraplanners, Financial Advisers, IFA Administrators and Wealth Managers, managing the full cycle, building client relationships, and expanding the candidate network within the FS sector in a hybrid work environment.
Aug 25, 2026
Full time
Artemis Clarke Ltd. is seeking a Senior Recruiter specialising in Financial Services to join our growing team and take ownership of a high-performing FS desk. You will recruit for Paraplanners, Financial Advisers, IFA Administrators and Wealth Managers, managing the full cycle, building client relationships, and expanding the candidate network within the FS sector in a hybrid work environment.
Senior Recruiter We are seeking an experienced Senior Recruitment Consultant to join our growing team, specialising in the Financial Services market. This is a key hire within the business and an excellent opportunity for an established recruiter who already has experience within financial services recruitment and is looking to take ownership of a high-performing desk. You will work with established clients across the IFA, wealth management, and financial planning sectors, recruiting roles such as Paraplanners, Financial Advisers, IFA Administrators, and Wealth Managers. Key Responsibilities Manage the full 360 recruitment cycle across the Financial Services market. Develop and expand relationships with both existing and new clients. Win new business and grow your own client portfolio. Source, screen, and place high-quality candidates across financial planning roles. Manage end-to-end recruitment processes including offer negotiation and placement. Write and advertise targeted job adverts across job boards and LinkedIn. Build and maintain a strong candidate pipeline within the FS sector. Work towards and exceed individual revenue and performance targets. About You Proven experience as a Recruitment Consultant within Financial Services recruitment (essential). Strong understanding of the IFA / wealth management / financial planning market. Track record of successful 360 recruitment and consistent billing. Confident business developer with the ability to win and grow client relationships. Self-motivated, target-driven, and commercially aware. What We Offer Competitive basic salary (DOE) Hybrid working model (following onboarding period) Senior-level autonomy over your desk and market Strong existing client base within Financial Services Clear progression opportunities within a growing business
Aug 25, 2026
Full time
Senior Recruiter We are seeking an experienced Senior Recruitment Consultant to join our growing team, specialising in the Financial Services market. This is a key hire within the business and an excellent opportunity for an established recruiter who already has experience within financial services recruitment and is looking to take ownership of a high-performing desk. You will work with established clients across the IFA, wealth management, and financial planning sectors, recruiting roles such as Paraplanners, Financial Advisers, IFA Administrators, and Wealth Managers. Key Responsibilities Manage the full 360 recruitment cycle across the Financial Services market. Develop and expand relationships with both existing and new clients. Win new business and grow your own client portfolio. Source, screen, and place high-quality candidates across financial planning roles. Manage end-to-end recruitment processes including offer negotiation and placement. Write and advertise targeted job adverts across job boards and LinkedIn. Build and maintain a strong candidate pipeline within the FS sector. Work towards and exceed individual revenue and performance targets. About You Proven experience as a Recruitment Consultant within Financial Services recruitment (essential). Strong understanding of the IFA / wealth management / financial planning market. Track record of successful 360 recruitment and consistent billing. Confident business developer with the ability to win and grow client relationships. Self-motivated, target-driven, and commercially aware. What We Offer Competitive basic salary (DOE) Hybrid working model (following onboarding period) Senior-level autonomy over your desk and market Strong existing client base within Financial Services Clear progression opportunities within a growing business
