VTOL/eVTOL Advisory and Planning Specialist Locations: Croydon, London, Southampton Recruiter contact: Ainsley Anstess Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business unit We help conceive, drive, and implement transport solutions for cities, regions, and asset owners/operators around the globe. From preparing the business case and advising on related issues - such as revenue, procurement, and environmental legislation - to delivering the completed infrastructure and helping maintain it. Our planning, engineering, environmental and management skills cover the whole project cycle. We play a major role in developing and delivering the Global Transport Sector Strategy. Job Description Mott MacDonald is seeking a forward thinking VTOL/eVTOL Advisory and Planning Specialist to join our Aviation team. Working in our Airport Planning team the ideal candidate will be able to lead projects in VTOL/eVTOL infrastructure feasibility, technical planning and design, regulatory and operational domains. The candidate would be expected to work on a range of vertical aviation projects including advisory, planning and design. The candidate should be fully aware of developing regulations for the inclusion of eVTOL. Key Responsibilities Lead and conduct technical and feasibility studies for VTOL/eVTOL operations in urban and regional contexts Awareness of airspace structure, noise studies, environmental considerations and community acceptance Develop strategic roadmaps for clients exploring VTOL/eVTOL integration Assess technical, regulatory and environmental viability of AAM projects Asses and evaluate site selection criteria including, but not limited to, zoning, airspace integration, multimodal connectivity, utilities connectivity, nature including wildlife. Ability to interpret OEM and infrastructure operator specifications and align them with infrastructure capabilities and requirements Plan and design vertiports, helipads, and related infrastructure in line with ICAO, EASA, and FAA guidelines. Ensure plans, designs and operations comply with evolving regulations (eg. FAA Part 135, EASA SC-VTOL). Collaborate with architects, civil engineers, and urban planners to deliver integrated, future ready solutions. Provide insights on VTOL/eVTOL aircraft performance, propulsion systems, and operational requirements. Support modelling of aircraft performance, noise, and traffic flow. Interpret and apply evolving regulatory frameworks for AAM. Stakeholder engagement with local authorities, transport agencies, airport operators, heliport/vertiport operators, OEMs and mobility service providers Represent Mott MacDonald in industry forums and working groups. Lead or contribute to multidisciplinary project teams delivering innovative aviation solutions. Prepare technical reports, presentations, and client deliverables. Stay abreast of AAM trends, technologies, and policy developments. General Skills Degree in Aerospace Engineering, Aviation Planning, Transport Engineering, or related field. Experience in aviation infrastructure planning or aircraft performance analysis. Familiarity with VTOL/eVTOL technologies and AAM ecosystem. Strong analytical, communication, and stakeholder engagement skills. Knowledge of airspace design, UTM, or drone integration. Experience with tools (e.g., CAD, GIS, CAST). Understanding of sustainability and decarbonisation in aviation. Strong communication skills, report writing and bid drafting. A willingness to travel and work overseas (sometimes at short notice) as required We are actively recruiting a diverse workforce that is reflective of the communities we serve. We recognise that differences in ability, skills and experience are a strength and encourage applications from people of all backgrounds. UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. At Mott MacDonald, we believe it makes business sense for you and your manager to choose how you can work most effectively to meet your client, team, and personal commitments. We offer a hybrid working policy that embraces your well being, flexibility, and trust. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. Benefits Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
Jan 09, 2026
Full time
VTOL/eVTOL Advisory and Planning Specialist Locations: Croydon, London, Southampton Recruiter contact: Ainsley Anstess Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business unit We help conceive, drive, and implement transport solutions for cities, regions, and asset owners/operators around the globe. From preparing the business case and advising on related issues - such as revenue, procurement, and environmental legislation - to delivering the completed infrastructure and helping maintain it. Our planning, engineering, environmental and management skills cover the whole project cycle. We play a major role in developing and delivering the Global Transport Sector Strategy. Job Description Mott MacDonald is seeking a forward thinking VTOL/eVTOL Advisory and Planning Specialist to join our Aviation team. Working in our Airport Planning team the ideal candidate will be able to lead projects in VTOL/eVTOL infrastructure feasibility, technical planning and design, regulatory and operational domains. The candidate would be expected to work on a range of vertical aviation projects including advisory, planning and design. The candidate should be fully aware of developing regulations for the inclusion of eVTOL. Key Responsibilities Lead and conduct technical and feasibility studies for VTOL/eVTOL operations in urban and regional contexts Awareness of airspace structure, noise studies, environmental considerations and community acceptance Develop strategic roadmaps for clients exploring VTOL/eVTOL integration Assess technical, regulatory and environmental viability of AAM projects Asses and evaluate site selection criteria including, but not limited to, zoning, airspace integration, multimodal connectivity, utilities connectivity, nature including wildlife. Ability to interpret OEM and infrastructure operator specifications and align them with infrastructure capabilities and requirements Plan and design vertiports, helipads, and related infrastructure in line with ICAO, EASA, and FAA guidelines. Ensure plans, designs and operations comply with evolving regulations (eg. FAA Part 135, EASA SC-VTOL). Collaborate with architects, civil engineers, and urban planners to deliver integrated, future ready solutions. Provide insights on VTOL/eVTOL aircraft performance, propulsion systems, and operational requirements. Support modelling of aircraft performance, noise, and traffic flow. Interpret and apply evolving regulatory frameworks for AAM. Stakeholder engagement with local authorities, transport agencies, airport operators, heliport/vertiport operators, OEMs and mobility service providers Represent Mott MacDonald in industry forums and working groups. Lead or contribute to multidisciplinary project teams delivering innovative aviation solutions. Prepare technical reports, presentations, and client deliverables. Stay abreast of AAM trends, technologies, and policy developments. General Skills Degree in Aerospace Engineering, Aviation Planning, Transport Engineering, or related field. Experience in aviation infrastructure planning or aircraft performance analysis. Familiarity with VTOL/eVTOL technologies and AAM ecosystem. Strong analytical, communication, and stakeholder engagement skills. Knowledge of airspace design, UTM, or drone integration. Experience with tools (e.g., CAD, GIS, CAST). Understanding of sustainability and decarbonisation in aviation. Strong communication skills, report writing and bid drafting. A willingness to travel and work overseas (sometimes at short notice) as required We are actively recruiting a diverse workforce that is reflective of the communities we serve. We recognise that differences in ability, skills and experience are a strength and encourage applications from people of all backgrounds. UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. At Mott MacDonald, we believe it makes business sense for you and your manager to choose how you can work most effectively to meet your client, team, and personal commitments. We offer a hybrid working policy that embraces your well being, flexibility, and trust. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. Benefits Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
Risk & Assurance Advisor Salary: in the region of £40,000 depending on experience plus car/allowance, bonus and other Veolia benefits Location: Northamptonshire / Oxfordshire When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Company Car or car cash allowance Bonus Scheme Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a year, for you and family members in your household One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential What you'll be doing: Actively support the business on Safety, Quality & Assurance matters by conducting regular site visits (as per our Annual planner), assure the business the right standards are in place, undertake regular audits, including engagement visits and monitoring progress against the site improvement plans. You will support an operational team covering the Industrial, Water and Energy business Engage with teams and identify further improvements and provide solutions. To work closely with the Risk & Assurance IWE Manager and R&A Senior Advisor to support operations and where appropriate support and liaise with external stakeholders, regulators and customers. To liaise with clients and support and advice on industry best practices. What we're looking for: Experience in a Safety Advisor Role NEBOSH General Certificate. A background in energy management, engineering, waste or facilities management Auditing experience. The ability to influence key stakeholders on site. An individual with excellent communication and interpersonal skills to provide industry-leading customer service to all internal and external customers. What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Jan 09, 2026
Full time
Risk & Assurance Advisor Salary: in the region of £40,000 depending on experience plus car/allowance, bonus and other Veolia benefits Location: Northamptonshire / Oxfordshire When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you: Company Car or car cash allowance Bonus Scheme Access to our company pension scheme Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to 24 hour access to a virtual GP, 365 days a year, for you and family members in your household One paid days leave every year to volunteer and support your community Ongoing training and development opportunities, allowing you to reach your full potential What you'll be doing: Actively support the business on Safety, Quality & Assurance matters by conducting regular site visits (as per our Annual planner), assure the business the right standards are in place, undertake regular audits, including engagement visits and monitoring progress against the site improvement plans. You will support an operational team covering the Industrial, Water and Energy business Engage with teams and identify further improvements and provide solutions. To work closely with the Risk & Assurance IWE Manager and R&A Senior Advisor to support operations and where appropriate support and liaise with external stakeholders, regulators and customers. To liaise with clients and support and advice on industry best practices. What we're looking for: Experience in a Safety Advisor Role NEBOSH General Certificate. A background in energy management, engineering, waste or facilities management Auditing experience. The ability to influence key stakeholders on site. An individual with excellent communication and interpersonal skills to provide industry-leading customer service to all internal and external customers. What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 09, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Bristol We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events OurWellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Jan 09, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
By joining Bio-Techne, you'll join a company with a powerful and positive purpose of enabling cutting-edge research in Life Sciences and Clinical Diagnostics. Bio-Techne, and all of its brands, provides tools for researchers to further treat and prevent disease worldwide. Reports To: Supply Chain Manager, EMEA Location: On-site Abingdon, England Hours of Work: 37.5 hours per week Position Summary Responsible for sourcing stock from Bio-Techne internal brands and maintaining European inventory for the European customer base. As part of a small team assist in managing, administering, and consistently optimising inventory levels to meet customer requirements by shortening lead times and minimising back orders with our global manufacturing sites to improve the customer experience. The function supports the operations division to deliver an excellent customer experience. Essential Functions Identifies and recommends suppliers by investigating potential suppliers, researching supplier capabilities, services, and materials availability. Prepares statements of work for items proposed for procurement. Develops potential bidders lists and formal requests for quotation or proposal. Conducts supplier site visits and evaluates capability, performance, quality, delivery, and other key business criteria. May support or lead supplier surveys as part of a technical or quality team. Evaluates proposals from incumbent and potential suppliers. Selects suppliers for a variety of highly complex or technical materials, supplies or services and negotiates price, delivery, quality and service. Mitigates company risk by developing alternate sources of supply when necessary. Negotiates final terms and conditions of purchase, awards and administers the procurement contract or purchase order to conclusion. Maintains accurate lead times for assigned area. Issues purchase orders and agreements that accurately reflect price, schedule, terms, and conditions as negotiated with suppliers. May include orders with international suppliers and/or subcontractors involving import/export trade. Monitors and evaluates supplier performance . Determines and implements corrective actions to resolve impending supplier failure to fulfil contractual agreements that may delay production or delivery. Resolves shipment quality discrepancies by mediating supplier/ manufacturing issues. Facilitates inspections, substitutions, and standardisation by arranging and participating in conferences between suppliers and company personnel. Negotiates and settles damage claims , rejections, losses, return of materials, over-shipments, cancellations and engineering changes with suppliers. Monitors and evaluates supplier's ability to meet all company and government or commercial procurement requirements and ensure that the pertinent technical and quality issues receive adequate attention in order to assure compliance. Prepares complex reports and analyses by collecting, analysing, and summarising information and trends. Applies continuous improvement techniques and methods to internal processes and systems. Develops, coordinates, and implements improvement initiatives with key suppliers. Recommends actions by analysing and interpreting data and making comparative analyses. Analyses proposed changes in methods and materials. May lead or be assigned to a special project team. Maintains professional and technical knowledge by attending educational workshops, reviewing trade publications, establishing networks, and/ or participating in professional associations. Complies with industry regulations ; ensures adherence to requirements and advises management on needed actions. Complies with Government/ Commercial Practices Manual (GPM/CPM) policies and procedures. Provide leadership to others in department . Acts as prime contact on high level projects. Establishes goals and objectives required to complete projects. Trains and mentors less experienced employees. Required Qualifications: Bachelor's degree or equivalent A first working experience in a Buyer/ Planner function required Accurate and fast data entry skills Strong analytical and communications skills needed Proficient in Microsoft programmes, Word, Outlook, Excel, Access and PowerPoint Experience of using Dynamics 365 or similar ERP systems would be beneficial Previous experience working in a supply chain environment would be an advantage Fluent English, second language desirable but not essential A high demonstration of experience in a life science field Ability to manage the efficient supply of special and custom design components Experience of complex hardware manufacturing in low to mid volume environments Ability to manage the efficient supply of specialist and custom design components A Team Player that can take the lead and guide peer departments and functions Must possess excellent communication skills - written, oral and presentation Proven customer support & training experience essential Desired Skills : Excellent attention to detail and analytical mindset Ability to manipulate data to allow visualisation of trends and large data sets Monitor status of open purchase orders to ensure on-time delivery of all products, including timely resolution, communication and mitigation of future potential problems Highly organised with the ability to prioritise a varied workload Ability to work independently and with multiple departments to understand complex business decisions Strong interpersonal interaction skills Excellent written and verbal communication and follow-up skills Ability to remain calm under pressure Experience of a customer focussed environment and can manage customer expectations Ability to manage and resolve issues regarding PO to invoice discrepancies, returns and quality issues with suppliers Should be able to travel as needed between EMEA offices Bio-Techne is committed to product quality, customer satisfaction, continued improvement, minimising environmental impacts and conserving natural resources. Environmental and quality management is an integral core value and vital part of the Bio-Techne culture. Why Join Bio-Techne: We offer competitive wages along with extensive benefits for employees and their families. We invest in our employees' financial futures through retirement programs and an employee stock purchase plan. We help our employees develop their careers through mentorship, promotional opportunities, training and development, internship programs, and more. We offer an international and diverse working environment, enriched by employee resource groups; volunteer and charity events; and employee events that build a culture of caring and belonging. We foster a culture of empowerment and innovation, where employees feel valued and encouraged to bring their new ideas to the table. Bio-Techne is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To protect the interests of all, Bio-Techne will not accept unsolicited resumes from any source other than a candidate application. Any unsolicited resumes sent to Bio-Techne will be considered Bio-Techne property.
Jan 09, 2026
Full time
By joining Bio-Techne, you'll join a company with a powerful and positive purpose of enabling cutting-edge research in Life Sciences and Clinical Diagnostics. Bio-Techne, and all of its brands, provides tools for researchers to further treat and prevent disease worldwide. Reports To: Supply Chain Manager, EMEA Location: On-site Abingdon, England Hours of Work: 37.5 hours per week Position Summary Responsible for sourcing stock from Bio-Techne internal brands and maintaining European inventory for the European customer base. As part of a small team assist in managing, administering, and consistently optimising inventory levels to meet customer requirements by shortening lead times and minimising back orders with our global manufacturing sites to improve the customer experience. The function supports the operations division to deliver an excellent customer experience. Essential Functions Identifies and recommends suppliers by investigating potential suppliers, researching supplier capabilities, services, and materials availability. Prepares statements of work for items proposed for procurement. Develops potential bidders lists and formal requests for quotation or proposal. Conducts supplier site visits and evaluates capability, performance, quality, delivery, and other key business criteria. May support or lead supplier surveys as part of a technical or quality team. Evaluates proposals from incumbent and potential suppliers. Selects suppliers for a variety of highly complex or technical materials, supplies or services and negotiates price, delivery, quality and service. Mitigates company risk by developing alternate sources of supply when necessary. Negotiates final terms and conditions of purchase, awards and administers the procurement contract or purchase order to conclusion. Maintains accurate lead times for assigned area. Issues purchase orders and agreements that accurately reflect price, schedule, terms, and conditions as negotiated with suppliers. May include orders with international suppliers and/or subcontractors involving import/export trade. Monitors and evaluates supplier performance . Determines and implements corrective actions to resolve impending supplier failure to fulfil contractual agreements that may delay production or delivery. Resolves shipment quality discrepancies by mediating supplier/ manufacturing issues. Facilitates inspections, substitutions, and standardisation by arranging and participating in conferences between suppliers and company personnel. Negotiates and settles damage claims , rejections, losses, return of materials, over-shipments, cancellations and engineering changes with suppliers. Monitors and evaluates supplier's ability to meet all company and government or commercial procurement requirements and ensure that the pertinent technical and quality issues receive adequate attention in order to assure compliance. Prepares complex reports and analyses by collecting, analysing, and summarising information and trends. Applies continuous improvement techniques and methods to internal processes and systems. Develops, coordinates, and implements improvement initiatives with key suppliers. Recommends actions by analysing and interpreting data and making comparative analyses. Analyses proposed changes in methods and materials. May lead or be assigned to a special project team. Maintains professional and technical knowledge by attending educational workshops, reviewing trade publications, establishing networks, and/ or participating in professional associations. Complies with industry regulations ; ensures adherence to requirements and advises management on needed actions. Complies with Government/ Commercial Practices Manual (GPM/CPM) policies and procedures. Provide leadership to others in department . Acts as prime contact on high level projects. Establishes goals and objectives required to complete projects. Trains and mentors less experienced employees. Required Qualifications: Bachelor's degree or equivalent A first working experience in a Buyer/ Planner function required Accurate and fast data entry skills Strong analytical and communications skills needed Proficient in Microsoft programmes, Word, Outlook, Excel, Access and PowerPoint Experience of using Dynamics 365 or similar ERP systems would be beneficial Previous experience working in a supply chain environment would be an advantage Fluent English, second language desirable but not essential A high demonstration of experience in a life science field Ability to manage the efficient supply of special and custom design components Experience of complex hardware manufacturing in low to mid volume environments Ability to manage the efficient supply of specialist and custom design components A Team Player that can take the lead and guide peer departments and functions Must possess excellent communication skills - written, oral and presentation Proven customer support & training experience essential Desired Skills : Excellent attention to detail and analytical mindset Ability to manipulate data to allow visualisation of trends and large data sets Monitor status of open purchase orders to ensure on-time delivery of all products, including timely resolution, communication and mitigation of future potential problems Highly organised with the ability to prioritise a varied workload Ability to work independently and with multiple departments to understand complex business decisions Strong interpersonal interaction skills Excellent written and verbal communication and follow-up skills Ability to remain calm under pressure Experience of a customer focussed environment and can manage customer expectations Ability to manage and resolve issues regarding PO to invoice discrepancies, returns and quality issues with suppliers Should be able to travel as needed between EMEA offices Bio-Techne is committed to product quality, customer satisfaction, continued improvement, minimising environmental impacts and conserving natural resources. Environmental and quality management is an integral core value and vital part of the Bio-Techne culture. Why Join Bio-Techne: We offer competitive wages along with extensive benefits for employees and their families. We invest in our employees' financial futures through retirement programs and an employee stock purchase plan. We help our employees develop their careers through mentorship, promotional opportunities, training and development, internship programs, and more. We offer an international and diverse working environment, enriched by employee resource groups; volunteer and charity events; and employee events that build a culture of caring and belonging. We foster a culture of empowerment and innovation, where employees feel valued and encouraged to bring their new ideas to the table. Bio-Techne is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To protect the interests of all, Bio-Techne will not accept unsolicited resumes from any source other than a candidate application. Any unsolicited resumes sent to Bio-Techne will be considered Bio-Techne property.
Manchester, United Kingdom / Bristol, United Kingdom / London, United Kingdom / Glasgow, United Kingdom / Reading, United Kingdom / Brighton, United Kingdom / Cambridge, United Kingdom / Leeds, United Kingdom / Birmingham, United Kingdom / Cardiff, United Kingdom / Edinburgh, United Kingdom / Liverpool, United Kingdom / Exeter, United Kingdom Location/s:Cambridge, Brighton, Bristol, Cardiff, Leeds, Edinburgh, Glasgow, Manchester, Liverpool, Exeter & Birmingham; UK Recruiter contact: Nicola Coyle Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business division The Water Utilities Division is Mott MacDonald's centre of excellence for responding to the UK and Ireland's water and wastewater challenges. The work we do is at the forefront of ensuring safe water supplies for future generations, preventing urban flooding, and improving the health of our rivers and coastal environments. Our multi-disciplinary teams provide a variety of services throughout the full project life cycle, from advisory services and feasibility studies to outline and detailed design. Together, we deliver best-in-class solutions to our clients while offering diverse and technically stimulating opportunities to our people. Overview of the role Water resources are under pressure globally from climate change, population growth and urbanisation - this includes parts of the UK where there is now recognition that investment in both demand management and resource development is needed to secure resilient water supplies for the future. We are market leaders in providing strategic water resources planning services to water companies, regional groups (including Water Resources South East and Water Resources East), regulators and the government in the UK as well as supporting our global business delivering water resources planning services internationally. We help our clients to consider the resilience of their existing resources in the face of environmental pressures, growth, climate change and severe drought and then to identify, appraise and develop future demand and supply-side interventions to address the needs identified. To support our growth ambition in this area, we are looking for motivated strategic thinkers, who want to generate the best possible outcomes for our clients, the environment and society, with an interest in developing their knowledge and experience, joining our existing team of climate scientists, data scientists, engineers, environmentalists, hydrogeologists, hydrologists, managers and planners. In this role you will apply your knowledge and experience on a diverse range of advisory projects and strategic/feasibility studies, and have the opportunity to further develop your skills across different areas of our portfolio, such as water resource planning, resource options appraisal, demand forecasting, demand management options appraisal, investment optimisation and environmental assessment. At Mott MacDonald you will have control of your own career path and great prospects for career progression as the business continues to grow. We can offer you development in technical, management or client-facing directions. We are looking for a driven individual, keen to make a difference in the sector, take wide responsibilities and progress professionally. Relevant water resources, engineering or other related degree Experience with developing regional plans, Water Resource Management Plans and/or Drought Plans Familiarity with UK water sector regulation Keen interest in developing your technical and commercial skills Chartered Status with a recognised Professional Institution Project management, client liaison and consulting skills Understanding of the components that make up a water supply-demand balance and how these are estimated and forecast Experience of undertaking options appraisal Experience of best value planning Experience of auditing and assurance Experience of using asset information UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. We are happy to talk openly about flexible working and how we can support your responsibilities beyond the workplace. Benefits We offer some fantastic benefits including: Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long-term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high-street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self-development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
Jan 09, 2026
Full time
Manchester, United Kingdom / Bristol, United Kingdom / London, United Kingdom / Glasgow, United Kingdom / Reading, United Kingdom / Brighton, United Kingdom / Cambridge, United Kingdom / Leeds, United Kingdom / Birmingham, United Kingdom / Cardiff, United Kingdom / Edinburgh, United Kingdom / Liverpool, United Kingdom / Exeter, United Kingdom Location/s:Cambridge, Brighton, Bristol, Cardiff, Leeds, Edinburgh, Glasgow, Manchester, Liverpool, Exeter & Birmingham; UK Recruiter contact: Nicola Coyle Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee-owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the business division The Water Utilities Division is Mott MacDonald's centre of excellence for responding to the UK and Ireland's water and wastewater challenges. The work we do is at the forefront of ensuring safe water supplies for future generations, preventing urban flooding, and improving the health of our rivers and coastal environments. Our multi-disciplinary teams provide a variety of services throughout the full project life cycle, from advisory services and feasibility studies to outline and detailed design. Together, we deliver best-in-class solutions to our clients while offering diverse and technically stimulating opportunities to our people. Overview of the role Water resources are under pressure globally from climate change, population growth and urbanisation - this includes parts of the UK where there is now recognition that investment in both demand management and resource development is needed to secure resilient water supplies for the future. We are market leaders in providing strategic water resources planning services to water companies, regional groups (including Water Resources South East and Water Resources East), regulators and the government in the UK as well as supporting our global business delivering water resources planning services internationally. We help our clients to consider the resilience of their existing resources in the face of environmental pressures, growth, climate change and severe drought and then to identify, appraise and develop future demand and supply-side interventions to address the needs identified. To support our growth ambition in this area, we are looking for motivated strategic thinkers, who want to generate the best possible outcomes for our clients, the environment and society, with an interest in developing their knowledge and experience, joining our existing team of climate scientists, data scientists, engineers, environmentalists, hydrogeologists, hydrologists, managers and planners. In this role you will apply your knowledge and experience on a diverse range of advisory projects and strategic/feasibility studies, and have the opportunity to further develop your skills across different areas of our portfolio, such as water resource planning, resource options appraisal, demand forecasting, demand management options appraisal, investment optimisation and environmental assessment. At Mott MacDonald you will have control of your own career path and great prospects for career progression as the business continues to grow. We can offer you development in technical, management or client-facing directions. We are looking for a driven individual, keen to make a difference in the sector, take wide responsibilities and progress professionally. Relevant water resources, engineering or other related degree Experience with developing regional plans, Water Resource Management Plans and/or Drought Plans Familiarity with UK water sector regulation Keen interest in developing your technical and commercial skills Chartered Status with a recognised Professional Institution Project management, client liaison and consulting skills Understanding of the components that make up a water supply-demand balance and how these are estimated and forecast Experience of undertaking options appraisal Experience of best value planning Experience of auditing and assurance Experience of using asset information UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. Equality, diversity, and inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. We are happy to talk openly about flexible working and how we can support your responsibilities beyond the workplace. Benefits We offer some fantastic benefits including: Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with every day health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 x your basic salary, with an option to increase the level of cover to 6 x your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long-term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of 33-35 days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high-street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self-development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
We are seeking an experienced Senior Insolvency Administrator to manage a diverse portfolio of mainly corporate insolvency cases, with some personal cases. This is an excellent opportunity to take ownership of complex work, contribute to the success of our team, and progress your career within a supportive environment. Our team mainly works from our Taunton office, however we would happily discuss Bristol as an office base for a more experienced candidate. You will report to a Manager and Insolvency Practitioner. While this role is aimed at a Senior Insolvency Administrator, we are also open to considering candidates at a slightly more junior or senior level, so if you have relevant experience and are looking for your next step, we'd love to hear from you. There could be the opportunity to progress in the future with support being available for studies. What we need from you Ideally you will: Have proven insolvency experience and working knowledge of the associated procedures, rules and regulations Be a confident and collaborative team player Have excellent people skills and the ability to demonstrate outstanding customer service to clients and inspire others to do the same Be able to write letters and reports clearly and accurately - it's all in the detail! We understand that not everyone will come with these exact requirements. 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 Payment of any professional subscriptions relevant to your role 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 health and cash plans 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, progressive and impactful. Our people are vital to our continued success and we are always looking 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. We 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! Let's talk
Jan 09, 2026
Full time
We are seeking an experienced Senior Insolvency Administrator to manage a diverse portfolio of mainly corporate insolvency cases, with some personal cases. This is an excellent opportunity to take ownership of complex work, contribute to the success of our team, and progress your career within a supportive environment. Our team mainly works from our Taunton office, however we would happily discuss Bristol as an office base for a more experienced candidate. You will report to a Manager and Insolvency Practitioner. While this role is aimed at a Senior Insolvency Administrator, we are also open to considering candidates at a slightly more junior or senior level, so if you have relevant experience and are looking for your next step, we'd love to hear from you. There could be the opportunity to progress in the future with support being available for studies. What we need from you Ideally you will: Have proven insolvency experience and working knowledge of the associated procedures, rules and regulations Be a confident and collaborative team player Have excellent people skills and the ability to demonstrate outstanding customer service to clients and inspire others to do the same Be able to write letters and reports clearly and accurately - it's all in the detail! We understand that not everyone will come with these exact requirements. 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 Payment of any professional subscriptions relevant to your role 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 health and cash plans 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, progressive and impactful. Our people are vital to our continued success and we are always looking 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. We 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! Let's talk
Birmingham, United Kingdom / London, United Kingdom Location/s: London or Birmingham, UK Recruiter contact: Andrea Gaffney Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the Business Unit The Buildings Unit (BLD) has a major presence in Mott MacDonald's regional offices throughout the UK and mainland Europe, providing a wide range of diverse and transferable cross sector skills across five key Sectors; Advisory, Built Environment, Energy, Transportation and Water. We also provide local services to customers and technical leadership to the rest of the Group in these sectors. About Cities Studio This role sits within Mott MacDonald's Cities Studio team. Cities Studio brings together economists, planners, and urban designers to deliver integrated urban development solutions that help communities and businesses thrive. Based in London, we work on high profile projects across the UK and internationally, covering: Economic development strategy and policy Town centre and urban regeneration Transport hubs and transit oriented development Mixed use neighbourhoods and urban quarters 'Campus style' developments for healthcare, education, and industry About Place Economics Place Economists are an integral part of Cities Studio. Our Place Economists provide public and private sector clients with business cases, economic strategies, funding advice, and impact assessments to support development schemes. Crucially, they also collaborate with spatial planning teams on viability, funding, and growth strategies-bringing together our economics and design offer for our clients. Overview of the role Due to the expansion of Cities Studio, we are seeking a Senior / Principal Economics Consultant to support our growing team. You will lead and deliver projects, manage small teams, and contribute to business development. This role offers significant career progression, including opportunities to develop technical expertise and move into leadership positions. You will work across a wide range of projects in many sectors, which could include: economic strategy and policy advice; evidence reviews for regional, town and neighbourhood based spatial planning; business case advice; socio economic impact analysis; and developing quantitative and qualitative research tools and further developing our existing models. Your responsibilities will include the following technical, project management and team management responsibilities. You may not have experience across all technical activities, as we recognise you may have a specific focus within the portfolio. Key Responsibilities and Duties Collaborate with planners and designers on place based strategies Manage and further develop our evidence based research to support strategies, regeneration, and development programmes Develop and deliver economic and financial appraisals, Five Case business cases, feasibility studies and impact assessments Provide economic development strategy advice Manage projects, budgets, and client relationships including day to day contact and project management Lead proposal development and tender responses Mentor junior colleagues and support team growth Designing and facilitating workshops with diverse disciplines and senior stakeholders Produce technical and narrative led reports, action plans, and presentations Bachelors Degree in Economics, Economic Development, Finance, Geography, Social Science, Urban Planning, or related field (Masters degree desirable) Experience working in similar roles, most likely within a multi disciplinary or specialist place economics consultancy, or the public sector Project experience in the fields of economic development, regeneration, transit oriented development, placemaking or similar fields Familiarity with HM Treasury Green Book and Five Case Business Cases (BBC Practitioner desirable) A strong personal and professional interest in socio economic and urban development Experience in economic strategy, policy, business cases, and appraisal Proven project management and business development experience Strong analytical skills, including financial modelling and/or GIS Knowledge of land use economics and property development Our team works in offices across the country, so you should be comfortable in a hybrid (in person and virtual) working environment. You should be analytical and approach projects with creative solutions. UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. At Mott MacDonald, we believe it makes business sense for you and your manager to choose how you can work most effectively to meet your client, team, and personal commitments. We offer a hybrid working policy that embraces your well being, flexibility, and trust. Equality, Diversity, and Inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. Benefits Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with everyday health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 your basic salary, with an option to increase the level of cover to 6 your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
Jan 09, 2026
Full time
Birmingham, United Kingdom / London, United Kingdom Location/s: London or Birmingham, UK Recruiter contact: Andrea Gaffney Mott MacDonald is a global engineering, management, and development consultancy with over 20,000 employees across more than 50 countries and 140+ offices. We work across incredible global industries, delivering exciting work that is defining our future and making an important societal impact in the communities we serve. Our people power our performance - we succeed when they do. With countless opportunities to collaborate, learn, and grow, the possibilities for excellence are as varied as every individual. Whether you want to grow as a subject matter expert or broaden your experience with roles across our international community, you're surrounded by global specialists who want to combine their expertise and champion you to be your best. As a proudly employee owned business, we benefit our clients, our communities, and each other, investing in creating the right space for everyone to feel empowered, included, and valued. Whatever your ambition, Mott MacDonald is where people come to be brilliant. About the Business Unit The Buildings Unit (BLD) has a major presence in Mott MacDonald's regional offices throughout the UK and mainland Europe, providing a wide range of diverse and transferable cross sector skills across five key Sectors; Advisory, Built Environment, Energy, Transportation and Water. We also provide local services to customers and technical leadership to the rest of the Group in these sectors. About Cities Studio This role sits within Mott MacDonald's Cities Studio team. Cities Studio brings together economists, planners, and urban designers to deliver integrated urban development solutions that help communities and businesses thrive. Based in London, we work on high profile projects across the UK and internationally, covering: Economic development strategy and policy Town centre and urban regeneration Transport hubs and transit oriented development Mixed use neighbourhoods and urban quarters 'Campus style' developments for healthcare, education, and industry About Place Economics Place Economists are an integral part of Cities Studio. Our Place Economists provide public and private sector clients with business cases, economic strategies, funding advice, and impact assessments to support development schemes. Crucially, they also collaborate with spatial planning teams on viability, funding, and growth strategies-bringing together our economics and design offer for our clients. Overview of the role Due to the expansion of Cities Studio, we are seeking a Senior / Principal Economics Consultant to support our growing team. You will lead and deliver projects, manage small teams, and contribute to business development. This role offers significant career progression, including opportunities to develop technical expertise and move into leadership positions. You will work across a wide range of projects in many sectors, which could include: economic strategy and policy advice; evidence reviews for regional, town and neighbourhood based spatial planning; business case advice; socio economic impact analysis; and developing quantitative and qualitative research tools and further developing our existing models. Your responsibilities will include the following technical, project management and team management responsibilities. You may not have experience across all technical activities, as we recognise you may have a specific focus within the portfolio. Key Responsibilities and Duties Collaborate with planners and designers on place based strategies Manage and further develop our evidence based research to support strategies, regeneration, and development programmes Develop and deliver economic and financial appraisals, Five Case business cases, feasibility studies and impact assessments Provide economic development strategy advice Manage projects, budgets, and client relationships including day to day contact and project management Lead proposal development and tender responses Mentor junior colleagues and support team growth Designing and facilitating workshops with diverse disciplines and senior stakeholders Produce technical and narrative led reports, action plans, and presentations Bachelors Degree in Economics, Economic Development, Finance, Geography, Social Science, Urban Planning, or related field (Masters degree desirable) Experience working in similar roles, most likely within a multi disciplinary or specialist place economics consultancy, or the public sector Project experience in the fields of economic development, regeneration, transit oriented development, placemaking or similar fields Familiarity with HM Treasury Green Book and Five Case Business Cases (BBC Practitioner desirable) A strong personal and professional interest in socio economic and urban development Experience in economic strategy, policy, business cases, and appraisal Proven project management and business development experience Strong analytical skills, including financial modelling and/or GIS Knowledge of land use economics and property development Our team works in offices across the country, so you should be comfortable in a hybrid (in person and virtual) working environment. You should be analytical and approach projects with creative solutions. UK Immigration Mott MacDonald Ltd. are not currently offering sponsorship to candidates under the Skilled Worker visa route in the UK. This decision is as a consequence of the changes made to the Skilled Worker route by the UK Government in April 2024. We continue to welcome applications from candidates who are eligible for alternative immigration routes in the UK, that do not require sponsorship as a Skilled Worker now or in future. At Mott MacDonald, we believe it makes business sense for you and your manager to choose how you can work most effectively to meet your client, team, and personal commitments. We offer a hybrid working policy that embraces your well being, flexibility, and trust. Equality, Diversity, and Inclusion We put equality, diversity, and inclusion at the heart of our business, seeking to promote fair employment procedures and practices to ensure equal opportunities for all. We encourage individual expression in our workplace and are committed to creating an inclusive environment where everyone feels they can contribute. Accessibility We want you to perform your best at every stage in the recruitment process. If you are disabled or need any support to enable you to apply or attend an interview, please contact us at and we will talk to you about how we can support you. Benefits Health and wellbeing Private medical insurance for all UK colleagues. Health cash plan to support you with everyday health costs and treatments. Access to Peppy, providing free support from menopause experts for all UK colleagues. A variety of wellbeing support is available through our comprehensive wellbeing program, including access for you and your family. Ability to flex your salary to opt into a wide range of health benefits, many of which can be extended to your family too. Financial wellbeing We match employee pension contributions between 4.5% and 7%. Life assurance equal up to 4 your basic salary, with an option to increase the level of cover to 6 your salary. Our income protection scheme provides a financial benefit, as well as absence and return to work support due to long term illness or injury. Flexible benefits, including increased life assurance cover, critical illness insurance, payroll saving and will writing. As an independently owned business we share the financial success of the business with all our colleagues in various ways including annual bonus schemes. Lifestyle A minimum of days holiday each year, inclusive of public holidays and dependent on level, with the ability to buy or sell leave through our flexible benefits programme. Holiday entitlement increased to a minimum of 35 days after 5 years' service. Variety of employee saving schemes and discounts from high street retailers. Enhanced family and carers leave Enhanced family leave policies, including 26 weeks paid maternity and adoption leave, and two weeks paid paternity/partner leave. Our shared parental leave matches maternity leave meaning we pay up to 24 weeks at full pay. Up to five additional days leave are provided for those with significant caring responsibilities, two of which are paid. Learning and development Primary annual professional institution subscription. A broad range of opportunities to enhance both technical and soft skills through mentoring, formal training, and self development options. Networks, communities, and social outcomes Join a wide range of groups including our Advanced Employee Networks which support our LGBTQ+, gender, race and ethnicity, disability, and parents/carers communities. Apply now, or for more information about our application process, click here.
Willmott Dixon are looking for a dynamic Preconstruction Project Manager to join our Yorkshire region. We support hybrid working and you would be office based (Morley) with the ability to work from home. Reporting to the Preconstruction Manager, the successful person will essentially manage the preconstruction bid process, project managing both internal and external resources to deliver successful bids, on time and to the highest quality. You will also ensure our customers' expectations are managed and, wherever possible, exceeded. With a proven track record of successful projects, you will be responsible for leading two-stage/negotiated tenders for projects ranging in value from £5m to £80m across a range of sectors, including Education, Leisure, Health, Blue Light, transport and Commercial. At Willmott Dixon we operate through several frameworks, allowing for a greater probability of seeing your hard work come to life. Key Responsibilities As a Preconstruction Project Manager, you will be responsible for: Motivating and leading a bid team that includes both internal (estimators, design professionals, MEP professionals and planners) and often external (supply chain and consultants) resource. Working closely with your team to develop the commercial strategy. Managing the customers' expectations through informal and formal 'health checks', adopting a professional and considerate approach to maintain good working relations. Developing and incorporating project strategies to achieve the company's sustainability objectives. Ensuring regular monitoring and reporting on progress, managing potential risks and opportunities, and instigating pre-emptive and corrective actions as required. Maintaining continuous professional development of yourself and your team to ensure appropriate technical awareness, implementing best practices and driving continuous improvement. Maintaining a 'one team' approach throughout to create a seamless transition from preconstruction to operations. Coordinating inception workshops with our customers and using your proven listening skills to ensure we truly understand our customers 'Why', gaining vital information that will enable your bid team to go the extra mile. Essential and Desirable Criteria Experience in managing diverse technical input, understanding complex construction schemes and leading the bid process will help you thrive in this role. If you have previously worked in a construction technical role, including but not limited to Operations, Planning, Commercial, Design or Estimating this will help you hit the ground running. This is an exciting and challenging opportunity for you to become a key part of our pre-construction team, if you will enjoy understanding the challenges our customers face and are motivated by finding innovative solutions please apply. Additional Information In return, we reward our people generously with a competitive salary and a market-leading benefits package that gives you flexible benefits to fit your lifestyle and priorities. This includes but is not limited to, an enhanced pension scheme, full private medical, life assurance, incentive bonus and a car scheme which will make us a market leader in sustainable company travel. Applicable roles will benefit from a motoring expenditure allowance (MEA) and everyone can access a new generation of low carbon and electric cars via the Willmott Dixon run car leasing scheme. At Willmott Dixon we provide an inclusive and flexible working environment for people to thrive in and we are happy to support agile working wherever possible. We are a proud member of the Disability Confident Scheme About Us With over 170 years of rich history, Willmott Dixon's purpose is beyond profit; delivering brilliant buildings, transforming lives, strengthening communities and enhancing the environment so our world is fit for future generations. Ensuring that we add lasting value to the neighbourhoods we work in; our values, people, innovation, partnerships and focus on sustainability has allowed us to build a successful and solid privately owned business where our people can thrive. Willmott Dixon was recognised by The Sunday Times as one of the Top 10 "Big" Companies to Work For in 2025, named among the Times Top 50 Employers for Gender Equality in 2024, and ranked in the Top Five of Europe's 1,000 best workplaces by the Financial Times in 2025. Willmott Dixon is also the first major contractor and developer to win a King's Award for Enterprise in the category of sustainable development. Search for available opportunities with Willmott Dixon
Jan 09, 2026
Full time
Willmott Dixon are looking for a dynamic Preconstruction Project Manager to join our Yorkshire region. We support hybrid working and you would be office based (Morley) with the ability to work from home. Reporting to the Preconstruction Manager, the successful person will essentially manage the preconstruction bid process, project managing both internal and external resources to deliver successful bids, on time and to the highest quality. You will also ensure our customers' expectations are managed and, wherever possible, exceeded. With a proven track record of successful projects, you will be responsible for leading two-stage/negotiated tenders for projects ranging in value from £5m to £80m across a range of sectors, including Education, Leisure, Health, Blue Light, transport and Commercial. At Willmott Dixon we operate through several frameworks, allowing for a greater probability of seeing your hard work come to life. Key Responsibilities As a Preconstruction Project Manager, you will be responsible for: Motivating and leading a bid team that includes both internal (estimators, design professionals, MEP professionals and planners) and often external (supply chain and consultants) resource. Working closely with your team to develop the commercial strategy. Managing the customers' expectations through informal and formal 'health checks', adopting a professional and considerate approach to maintain good working relations. Developing and incorporating project strategies to achieve the company's sustainability objectives. Ensuring regular monitoring and reporting on progress, managing potential risks and opportunities, and instigating pre-emptive and corrective actions as required. Maintaining continuous professional development of yourself and your team to ensure appropriate technical awareness, implementing best practices and driving continuous improvement. Maintaining a 'one team' approach throughout to create a seamless transition from preconstruction to operations. Coordinating inception workshops with our customers and using your proven listening skills to ensure we truly understand our customers 'Why', gaining vital information that will enable your bid team to go the extra mile. Essential and Desirable Criteria Experience in managing diverse technical input, understanding complex construction schemes and leading the bid process will help you thrive in this role. If you have previously worked in a construction technical role, including but not limited to Operations, Planning, Commercial, Design or Estimating this will help you hit the ground running. This is an exciting and challenging opportunity for you to become a key part of our pre-construction team, if you will enjoy understanding the challenges our customers face and are motivated by finding innovative solutions please apply. Additional Information In return, we reward our people generously with a competitive salary and a market-leading benefits package that gives you flexible benefits to fit your lifestyle and priorities. This includes but is not limited to, an enhanced pension scheme, full private medical, life assurance, incentive bonus and a car scheme which will make us a market leader in sustainable company travel. Applicable roles will benefit from a motoring expenditure allowance (MEA) and everyone can access a new generation of low carbon and electric cars via the Willmott Dixon run car leasing scheme. At Willmott Dixon we provide an inclusive and flexible working environment for people to thrive in and we are happy to support agile working wherever possible. We are a proud member of the Disability Confident Scheme About Us With over 170 years of rich history, Willmott Dixon's purpose is beyond profit; delivering brilliant buildings, transforming lives, strengthening communities and enhancing the environment so our world is fit for future generations. Ensuring that we add lasting value to the neighbourhoods we work in; our values, people, innovation, partnerships and focus on sustainability has allowed us to build a successful and solid privately owned business where our people can thrive. Willmott Dixon was recognised by The Sunday Times as one of the Top 10 "Big" Companies to Work For in 2025, named among the Times Top 50 Employers for Gender Equality in 2024, and ranked in the Top Five of Europe's 1,000 best workplaces by the Financial Times in 2025. Willmott Dixon is also the first major contractor and developer to win a King's Award for Enterprise in the category of sustainable development. Search for available opportunities with Willmott Dixon
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
Jan 09, 2026
Full time
Do you have experience working within a Wealth Management/Wealth Planning environment? We are actively searching for Client Liaison Administrator to join our team in Penn on a full-time, permanent basis. Working alongside our team of experts, as Client Liaison Administrator, you'll be the first-person our advisors and clients will contact therefore, you'll be someone who has experience of adapting to change and managing an array of different queries and challenges. What you'll do as a Client Liaison Administrator: Providing support to Advisors such as monitoring diaries, opportunities, queries and requests Follow standard procedures and workflows via XPLAN Assist with the preparation of cases in readiness for the paraplanning paperwork Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments. Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities. Adhere and maintain and up to date awareness of company policies, practices and procedures. Maintain records according to Kingswood company standards Prepare meeting packs Gather and obtain information for annual reviews This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided. What we're looking for: Someone who has the ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients. An individual that has an interest of working within Wealth Management/Planning. Due to the nature of our organisation, commercial experience working in a similar role is preferred Experience of providing exceptional client and relationship management Our benefits: 26 days annual leave including a day off for your birthday (plus bank holidays) Contributory pension scheme Private Healthcare Life assurance Health insurance 2 charity volunteer days Employee recognition Recruitment referral Career Development Cycle to work scheme About Kingswood: Kingswood offers tailored financial planning advice, aiming to provide our clients with a complete wealth management service combining financial advice with our in-house investment offering. With a growing network of offices across the UK, our clients range from private individuals to some of the UK's largest universities. Kingswood has recently merged with Mattioli Woods to serve over 25,000 clients with £25 billion in assets under administration and advice. It is the Group's vision to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by our investment in our people and technological innovation. Our Diversity, Equality and Inclusion commitment: At Kingswood Group we're all about our people and are committed to recruiting and maintaining a diverse workforce. We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We're continually learning and improving our processes and policies to ensure an inclusive culture for all our Kingswood colleagues. Join us on our journey and apply today.
A leading financial services company in Amersham is seeking a Client Delivery Lead to support their Wealth Planners in managing high net worth clients. The ideal candidate will have at least a year of experience in financial services administration and be proficient in Microsoft Office with excellent communication skills. This role offers a competitive salary and a range of benefits including hybrid working arrangements.
Jan 09, 2026
Full time
A leading financial services company in Amersham is seeking a Client Delivery Lead to support their Wealth Planners in managing high net worth clients. The ideal candidate will have at least a year of experience in financial services administration and be proficient in Microsoft Office with excellent communication skills. This role offers a competitive salary and a range of benefits including hybrid working arrangements.
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.
Jan 09, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The Director of Corporate plays a pivotal role in shaping and leading our corporate advisory services, overseeing the Risk & Reward, Pensions, and Employee Engagement teams. This strategic leadership role drives the development and delivery of market leading corporate financial planning solutions, ensuring a cohesive and commercially focused client experience that supports retention, growth, and revenue targets. The postholder is responsible for developing innovative, compliant, and high performing solutions that address the complex needs of our corporate clients while ensuring we remain at the forefront of the financial planning and employee benefits market. Responsibilities: Strategic Leadership & Vision Develop and execute the corporate strategy in alignment with Titan's growth ambitions, working closely with executive leadership. Act as the strategic lead across all corporate service lines: pensions, employee engagement, and risk/reward. Monitor trends in legislation, financial markets, and corporate needs to ensure offerings are competitive, relevant, and future focused. Serve as a member of the senior leadership team, contributing to wider organisational strategy, culture, and governance. Client Growth & Revenue Generation Drive business development efforts to acquire and retain mid to large corporate clients. Identify opportunities for cross selling and upselling across the business to maximise client lifetime value. Execute targeted growth strategies in mid large corporates, leveraging Titan's vertically integrated model (financial planning investment custody). Develop pricing and service models that drive sustainable profit growth while meeting client needs. Lead high level client relationships, providing thought leadership, commercial insights, and strategic guidance. Oversee pricing, proposition value cases, and develop commercial models to drive profitability Team Leadership & Operational Oversight Lead and inspire cross functional teams (Risk & Reward, Pensions, and Employee Engagement), ensuring clarity of purpose, accountability, and performance. Set clear KPIs and targets aligned to service excellence, regulatory compliance, and commercial outcomes. Create a culture of innovation, collaboration, and continuous improvement across the corporate function. Oversee operational processes and service delivery standards to ensure efficiency, compliance, and client satisfaction. Risk Management & Governance Ensure that all corporate services operate in full compliance with FCA regulations, pensions legislation, employment law, and internal risk policies. Lead governance frameworks to monitor and manage risk exposure across all corporate client relationships. Champion a strong risk aware culture across teams, supporting robust decision making. Product & Proposition Development Oversee the design and enhancement of corporate financial solutions, including group pensions, flexible benefits, total reward, and employee engagement platforms. Collaborate with marketing and proposition teams to enhance brand visibility, thought leadership, and sales enablement for corporate offerings. Ensure products are commercially viable, client centric, and adaptable to market shifts. Experience required: Essential: Proven senior leadership experience within corporate financial planning, employee benefits, or wealth management. Deep knowledge of pensions (DB, DC, group schemes), reward strategies, and employee engagement models. Track record of delivering revenue growth through strategic client engagement and solution design. Strong understanding of FCA compliance, risk frameworks, and financial product regulation. Commercial acumen and ability to build high value relationships with C suite clients. Desirable: Experience scaling operations or leading a function through transformation/growth. Experience within a private equity backed or fast scaling business. Skills, Competencies & Qualifications (Essential & Desirable): Key Skills and Competencies Strategic thinking with commercial and financial insight Inspirational leadership and people management Exceptional client relationship and stakeholder management skills Deep technical understanding of corporate pension and benefits structures Strong communication and presentation skills Analytical with a solution oriented mindset Change and transformation leadership Essential: Chartered Financial Planner or equivalent qualification. Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Some of our benefits: Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job related activities.
Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Jan 09, 2026
Full time
Investment Manager page is loaded Investment Managerlocations: Bristoltime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 30, 2026 (22 days left to apply)job requisition id: R5139# About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.# About the Role Level: 4Department : Investment ManagementLocation: BristolContract: PermanentThis is a fantastic opportunity to join the Bristol Office of Quilter Cheviot. We are looking for an ambitious and dynamic individual to join a successful team to both assist with the existing large client bank and to have the desire and drive to add new clients to help grow the overall AuM. This is an exciting opportunity where the successful candidate will be managing all types of client portfolios and given the opportunity to grow your own client book working both with our Financial Planners and your own relationships as we seek to develop more complex and high value relationships.Key responsibilities include: To liaise with clients on a day-to-day basis providing them with investment reports, investment updates on their portfolios and assisting them with any support they may require. To provide investment advice appropriate to the client's needs, and in compliance with all relevant rules, regulations and in-house policies and procedures. To ensure that all client relationships are properly documented, with a clear understanding of suitability and all required information is obtained from the client on a timely basis, ensuring where relevant that "know your client" information is maintained up-to-date and properly documented. To participate in management of client portfolios including day-to-day trading and ensuring all decisions to trade are suitable for the client. To have a full understanding of the firm's investment process and research output and to attend and participate in relevant company meetings as required to facilitate investment decision making. To participate in prospecting for new business through events or conferences where required to develop new business opportunities. Consumer Duty. This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money. Senior Managers & Certification Regime (SMCR) Roles 4) Functions requiring qualifications7) Client-Dealing# About You The successful candidate will have a culture that aligns with both our corporate and Team values. The candidate may be newly qualified or early in their investment management journey but training and development will be provided to the successful candidate who has a can-do attitude and desire to be a key member of the well-established team. The successful candidate will need to demonstrate strong interpersonal skills and the willingness to work collaboratively with colleagues, both within the team and across the wider business. The candidate will have the ambition to develop existing and new connections with the aim of contributing to growing the team's book. Level 7 Chartered Wealth Manager or equivalent is essential Inclusion & Diversity We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive. Values Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children. Life Assurance: 4x your salary. Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence. Healthcare Cash Plan: Jersey employees only In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. We create brighter financial futures for every generation.We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that's happening in the world today, our role in society has never been more meaningful.Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jan 09, 2026
Full time
Join us as a Training & Competency Manager Financial Planning in our Mass Affluent team based in either Birmingham or Manchester. You will be responsible for assisting with the supervision, coaching and development of Wealth Planners and Wealth Managers both pre and post competency, in the Mass Affluent business, leading key initiatives and providing SME expertise to support the business. You will instil a strong risk and controls culture across the team, role modelling Barclays Mindset and Values, whilst formally supervising regulated activities and conducting observations based on our Training & Competence Scheme. This is a core management support role within the Private Bank and Wealth Management, providing overall support to the business head with regards to sales and suitability framework. The individual will foster a culture of compliance, ensures regulations are observed, and embeds the relevant processes in place for employees to escalate problems. Essential Skills/Basic Qualifications A recognised qualification in Financial Planning at Level 4 (RDR activity 4) or above is essential (e.g. CISI IAD, CII etc) Previous experience supervising and managing advisers, providing technical guidance as a subject matter expert, while ensuring teams meet regulated competency requirements across diverse markets Strong written and verbal communication skills, with the ability to engage senior stakeholders, coupled with a structured approach to planning, problem-solving, and organization, focused on delivering high standards In-depth knowledge of regulator guidance, the Training & Competence Scheme, and ensuring both personal and team CPD maintenance Extensive experience in financial services, particularly retail regulated products, with a proven ability to coach and manage teams effectively Desirable Skills/Preferred Qualifications Relevant supervisory experience across the UK market Educated to degree level or above Proven ability to establish and sustain clear operational process for teams of people You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills. This role may be located out of Birmingham or Manchester. This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks. Purpose of the role To assist relationship managers to effectively manage their client portfolios and optimise the client experience. Accountabilities Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials. Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication. Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities. Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions. Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations. Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries. Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager. Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences. Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services. Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees. Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices. Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escape breaches of policies/procedures If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment. Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does. Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies. Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions. Adopt and include the outcomes of extensive research in problem solving processes. Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.
Jan 09, 2026
Full time
A leading integrated Wealth Manager organization in Surrey is looking for an experienced Financial Planner. The role focuses on new business development and building professional connections. Chartered status is preferred, and a starting salary of up to £100,000 is on offer. Mentorship from successful peers and full back office support is included, making it a great opportunity to advance your career.
Senior Ecologist - Nottingham An established, award-winning integrated environmental and design practice is seeking a highly skilled and motivated Senior Ecologist to join its ecology team based in Nottingham. The successful candidate will play a key role in delivering high-quality ecological assessments, surveys and mitigation strategies across diverse projects throughout the UK. Working collaboratively with ecologists, landscape architects, planners and technical specialists, this position offers the chance to advance professional expertise while contributing to impactful environmental and development outcomes. Company Benefits; Competitive salary commensurate with experience. Employee Ownership Trust (EOT) structure with potential for tax-free annual discretionary bonuses for all staff. Pension scheme with employer contributions and salary exchange options for enhanced retirement planning. Professional subscription support covering membership fees for bodies such as CIEEM after probation. Generous holiday provisions including holiday purchase/buy-back options. Flexible working arrangements and compressed working week to support work-life balance. Health cash plan and access to wellbeing programmes including employee assistance services. Death in Service scheme offering additional financial security for permanent employees. Access to life assistance resources including bereavement support and counselling services. Opportunities to participate in volunteering and social activities with colleagues. Key Responsibilities; Lead and deliver ecological surveys and assessments, including protected species and habitat evaluations. Prepare technical reports, Environmental Impact Assessments (EcIAs), Biodiversity Net Gain assessments and mitigation plans. Provide expert ecological advice to clients, project teams and stakeholders. Mentor and support junior ecologists, fostering professional growth and excellence. Maintain strong client relationships and contribute to business success. The ecology team operates within a collaborative, multi-disciplinary practice that combines ecology with landscape, urban design, masterplanning and environmental assessment. The practice has a long history of delivering innovative and sustainable projects while maintaining a supportive work environment that encourages career progression and shared success. Interested in this Senior Ecologist opportunity? Pleaseapply to this advert or get in touch with Ashleigh Garner at Penguin Recruitment for more information.
Jan 08, 2026
Full time
Senior Ecologist - Nottingham An established, award-winning integrated environmental and design practice is seeking a highly skilled and motivated Senior Ecologist to join its ecology team based in Nottingham. The successful candidate will play a key role in delivering high-quality ecological assessments, surveys and mitigation strategies across diverse projects throughout the UK. Working collaboratively with ecologists, landscape architects, planners and technical specialists, this position offers the chance to advance professional expertise while contributing to impactful environmental and development outcomes. Company Benefits; Competitive salary commensurate with experience. Employee Ownership Trust (EOT) structure with potential for tax-free annual discretionary bonuses for all staff. Pension scheme with employer contributions and salary exchange options for enhanced retirement planning. Professional subscription support covering membership fees for bodies such as CIEEM after probation. Generous holiday provisions including holiday purchase/buy-back options. Flexible working arrangements and compressed working week to support work-life balance. Health cash plan and access to wellbeing programmes including employee assistance services. Death in Service scheme offering additional financial security for permanent employees. Access to life assistance resources including bereavement support and counselling services. Opportunities to participate in volunteering and social activities with colleagues. Key Responsibilities; Lead and deliver ecological surveys and assessments, including protected species and habitat evaluations. Prepare technical reports, Environmental Impact Assessments (EcIAs), Biodiversity Net Gain assessments and mitigation plans. Provide expert ecological advice to clients, project teams and stakeholders. Mentor and support junior ecologists, fostering professional growth and excellence. Maintain strong client relationships and contribute to business success. The ecology team operates within a collaborative, multi-disciplinary practice that combines ecology with landscape, urban design, masterplanning and environmental assessment. The practice has a long history of delivering innovative and sustainable projects while maintaining a supportive work environment that encourages career progression and shared success. Interested in this Senior Ecologist opportunity? Pleaseapply to this advert or get in touch with Ashleigh Garner at Penguin Recruitment for more information.
Paraplanning Team Leader 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 fulfilment of 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. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office 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 is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
Jan 08, 2026
Full time
Paraplanning Team Leader 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 fulfilment of 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. Our culture is one of high performance, continuous development, and shared success. We promote from within and invest heavily in the progression of our people - because when our people thrive, so do our clients. We're proud to have been named one of the Professional Adviser's Best Financial Advisers to Work For 2025. About the role: As a Paraplanning Team Leader, you will lead, coach, and inspire a talented team of Paraplanners, while also staying hands on with complex technical cases. You'll be responsible for ensuring the delivery of accurate, compliant, and timely suitability reports and advice applications. Alongside managing day to day operations, you'll take on challenging cases yourself, providing technical expertise and setting the standard for your team. This is a leadership role with a strong technical edge - balancing people development, performance management, and workflow efficiency with direct involvement in paraplanning tasks. You will drive a culture of accountability, collaboration, and continuous improvement, ensuring high-quality outcomes for clients and strong alignment with regulatory requirements. This role would require the successful application to work from the office for an average of 2 days per week and could be based in any of our regional office, including Cheltenham, Cardiff, Liverpool, Darlington, Grangemouth Fareham or Harrogate, with occasional travel to Cheltenham Head Office. About you: You're an experienced Paraplanner with Chartered status, or currently working towards, who thrives on leading people as much as solving complex technical problems. You know how to inspire and develop a team while maintaining your own technical excellence. You have a proven track record of producing compliant, high quality suitability reports and advice applications, and you're confident in handling escalations and complex planning cases. You also understand how to monitor performance, improve processes, and embed a high performance, client focused culture within a team. If you're looking for the next step in your career where you can combine technical expertise with leadership impact, this role offers the opportunity to shape and grow a paraplanning function that underpins the success of our Financial Planners and clients. Key Responsibilities include: Lead, coach, and mentor a team of Paraplanners, providing regular feedback, reviews, and development plans. Allocate and monitor workloads, ensuring suitability reports and applications are delivered accurately and on time. Actively participate in paraplanning tasks, handling complex or high priority cases. Maintain the highest standards of compliance and regulatory record keeping. Provide technical support to Financial Planners and Paraplanners, addressing queries and complex cases. Oversee training and induction, ensuring team members build their skills and confidence. Manage performance, addressing underperformance where required. Produce management information and reports to track quality and output. Review and improve workflows, streamlining processes and embedding efficiency. Act as the escalation point for issues within the team, ensuring timely resolution and client satisfaction. Essential skills and experience: Experienced Paraplanner. CII/PFS Chartered status or working toward. Proven line management experience. Strong knowledge of cash flow modelling systems. Skilled in FE Analytics. Excellent interpersonal, listening, numerical, and IT skills. Desirable skills and experience: Supervision qualification such as J07 or AF6. Experience of Intelligent Office (IO). Experience of managing a team remotely. Salary and benefits: Up to £60,000 per annum, depending on experience and qualifications. Attivo also offers: Non contributory Pension Scheme Private Medical Insurance Income Protection Critical Illness Cover CashPlan Death in Service Generous holiday allowance, rising with length of service Work from home and flexible working available Parking allowance for employees who live over 1.5 miles away from the office 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 is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site. Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter in case of future reference or queries. Unless you request otherwise, we may also contact individuals you have referred to us, for example, referees. We will only do this with your express permission. Please visit our website to view our full privacy policy for prospective employees.
We areseekinganexperienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. Thisrole willreportto thelocalPod Leader. In this role, you will work closely withthe Pod Advisers,Regional Directors, the Training and Peopleteams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice. Operating in a fastpaced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering highquality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will helpmaintainthe highest standards in client service while ensuring seamless operational support. Advice Delivery Manager The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functionsoperateefficiently, delivering structured, high-quality support to Advisers and clients whilemaintainingclear accountability within the Pod. By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency andmaintainingexcellence in service delivery, enabling Advisers to dedicate more time toclientsand ensuring Saltus delivers the highest level of service. This roleis responsible forhiring, performance management, and team development. 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 a successful LLP, witha number ofdifferent offices.We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. Saltus is an independently owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions.Saltus wasfounded 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 £9billion of client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. Advice Delivery Manageris responsible for(responsibilities): An important responsibility for the ADM is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The ADMswork together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned. Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure. An ADM may have responsibility for thedelivery of advicewithinmore than one Pod depending onbusinessrequirements, and the size of the pods at that time. Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation. Work to provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients. Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the Pod Leader on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which willbe responsible fortraining Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely withthe Peopleand Training teams to drive ongoing professional development for Act as the key leadership figure within the Pod for Adviser support functions. What skills and experience do I need to have? To be successful in this role, the ideal candidate will have: Strong operational oversight withexpertisein financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence.Minimum of 3-5years experiencein paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies whilemaintaininga high standard of client support. As Advice Delivery Manager, you wouldgenerally have/ be (Person Spec): Strategic thinker with extensive experience in Paraplanning,Planning Support, and Financial Planning. Competent, approachable leader focused on excellence in client experience. Thrives in a busy environment, managing deadlines while staying calm. Strong attention to detail with a focus on accuracy and clear communication. Excellent verbal and written communication, including proofreading and grammar skills. Proactive approach to solving operational challenges. Qualifications It's not essential to have financial planning qualifications such as those provided by thePersonalFinanceSociety/CII,howeverwe would encourageandsupportthe applicant to start the journey of takingrelevantindustry qualifications, and in the interview process it will bean advantageto haveindustry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is veryimportant thatthe applicant can demonstrate a clearunderstanding of the Advice process; withempathyand acute awareness of the roles ofPlanning Support or Paraplanning, in ordertounderstand the administrative process that the team go through in order to helpyour teamsolvepodand clientissues. Where will I be working? Theserolesaresupporting client facing staff, and clientsandthereforewillform part of ourfront linedistribution of financial servicesbased in our offices.The ADM will be based outofour Borehamwood office. What benefits do I get when working for Saltus? Salary rangeof£40,000 - £50,000dependent on experienceand location (Londonweighting will be considered), witha discretionary performancerelatedbonus ofup to20% of salarybased on completion ofADMPod KPIs.Thisrole also includes28 days' holiday (plus bank holidays and your birthday), studyassistance, life assurance, income protection, private medicaland a pension, alongside access to our flexible benefits platform. Just as importantly, you will 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 our400+people. We work hard, but we have an awful lot of fun along the way. If you think you would like to come and join us, then please do get in touch we would love to hear from you.
Jan 08, 2026
Full time
We areseekinganexperienced, organised, and driven Advice Delivery Manager to join our Borehamwood office. Thisrole willreportto thelocalPod Leader. In this role, you will work closely withthe Pod Advisers,Regional Directors, the Training and Peopleteams, and other Pod ADMs to enhance the client experience, streamline service delivery to Advisers and clients, and improve the speed and accuracy of administrative support and advice. Operating in a fastpaced, collaborative environment, you will play a key role in ensuring that advice support functions run efficiently, enabling Advisers to focus on delivering highquality financial planning. By embedding best practices, optimising processes, and driving service excellence, you will helpmaintainthe highest standards in client service while ensuring seamless operational support. Advice Delivery Manager The Advice Delivery Manager (ADM) is a key leadership role within each Pod, responsible for managing the Advice Support Functions, which include Paraplanning and Planning Support (formerly Client Services). The ADM ensures that these functionsoperateefficiently, delivering structured, high-quality support to Advisers and clients whilemaintainingclear accountability within the Pod. By providing operational and administrative leadership at the Pod level, the ADM enhances decision-making, oversees performance, and coordinates the Paraplanning and Planning Support teams. This role ensures that all processes and policies are followed, driving efficiency andmaintainingexcellence in service delivery, enabling Advisers to dedicate more time toclientsand ensuring Saltus delivers the highest level of service. This roleis responsible forhiring, performance management, and team development. 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 a successful LLP, witha number ofdifferent offices.We are incredibly proud of our culture and workreally hardto ensure that Saltus isa great placeto work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. Saltus is an independently owned financial planning and discretionary investment management house. Weare dedicated to providinga high-quality service for private clients, trusts, and smaller institutions.Saltus wasfounded 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 £9billion of client assets,acquiredthrough a combination of organic business growth and corporate acquisitions. Advice Delivery Manageris responsible for(responsibilities): An important responsibility for the ADM is to keep the pods working in the same way, and this will typically be solved through a standard set of documented processes that each Pod follows. The ADMswork together as a team on improvement ideas, which are then trained out to the Pods and implemented as changes to the standard documented processes to keep activity aligned. Report directly to the Pod Leader, ensuring leadership is embedded within the Pod structure. An ADM may have responsibility for thedelivery of advicewithinmore than one Pod depending onbusinessrequirements, and the size of the pods at that time. Support Pod Leaders and Advisers by ensuring seamless workflow management and resource allocation. Work to provide Saltus clients with the highest level of service, by supporting Advisers so that they have more time with their clients. Oversee the performance of the Advice Support Functions (Paraplanning & Planning Support), ensuring operational excellence. Own the hiring and performance management of team members, working closely with the People team to ensure alignment with company standards. Proactively provide regular updates to the Pod Leader on team performance and capacity. Ensure full accountability for team structure, service delivery, and Adviser support functions. Drive operational efficiency within the Advice Support Functions, ensuring teams work collaboratively and effectively. Leverage MI to implement robust performance metrics, ensuring Advisers and clients receive seamless, high-quality support while effectively supporting the Paraplanner bonus scheme. Work closely with the FP Training Team, which willbe responsible fortraining Planning Support and Paraplanners. Ensure team members understand their core duties, expectations, and service delivery requirements. Act as a first point of contact for any team issues or escalations. Support structured onboarding for new hires within Advice Support Functions, ensuring seamless integration into Pod operations. Work closely withthe Peopleand Training teams to drive ongoing professional development for Act as the key leadership figure within the Pod for Adviser support functions. What skills and experience do I need to have? To be successful in this role, the ideal candidate will have: Strong operational oversight withexpertisein financial planning, paraplanning, and client support. Skilled in performance monitoring, using MI to drive improvements and support structured bonus schemes. Proven leadership and team management within financial services, ensuring efficiency and service excellence.Minimum of 3-5years experiencein paraplanning or client services. Excellent stakeholder management, collaborating with leadership, training, and support teams. Strategic and organised, able to manage multiple priorities in a fast-paced environment. Strong attention to detail, ensuring accuracy and consistency in all processes. Excellent communication skills with a client-focused approach to enhance Adviser and client experiences. Familiarity with FCA regulations and compliance standards within financial advice firms. This role is ideal for someone with extensive knowledge of Paraplanning and Client Services, a passion for developing high-performing teams, and the ability to drive operational efficiencies whilemaintaininga high standard of client support. As Advice Delivery Manager, you wouldgenerally have/ be (Person Spec): Strategic thinker with extensive experience in Paraplanning,Planning Support, and Financial Planning. Competent, approachable leader focused on excellence in client experience. Thrives in a busy environment, managing deadlines while staying calm. Strong attention to detail with a focus on accuracy and clear communication. Excellent verbal and written communication, including proofreading and grammar skills. Proactive approach to solving operational challenges. Qualifications It's not essential to have financial planning qualifications such as those provided by thePersonalFinanceSociety/CII,howeverwe would encourageandsupportthe applicant to start the journey of takingrelevantindustry qualifications, and in the interview process it will bean advantageto haveindustry relevant qualifications. Whilst we would accept applicants without the relevant qualifications it is veryimportant thatthe applicant can demonstrate a clearunderstanding of the Advice process; withempathyand acute awareness of the roles ofPlanning Support or Paraplanning, in ordertounderstand the administrative process that the team go through in order to helpyour teamsolvepodand clientissues. Where will I be working? Theserolesaresupporting client facing staff, and clientsandthereforewillform part of ourfront linedistribution of financial servicesbased in our offices.The ADM will be based outofour Borehamwood office. What benefits do I get when working for Saltus? Salary rangeof£40,000 - £50,000dependent on experienceand location (Londonweighting will be considered), witha discretionary performancerelatedbonus ofup to20% of salarybased on completion ofADMPod KPIs.Thisrole also includes28 days' holiday (plus bank holidays and your birthday), studyassistance, life assurance, income protection, private medicaland a pension, alongside access to our flexible benefits platform. Just as importantly, you will 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 our400+people. We work hard, but we have an awful lot of fun along the way. If you think you would like to come and join us, then please do get in touch we would love to hear from you.
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week. Responsibilities Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this CAS holder SPS holder Company Values Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Benefits Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Jan 08, 2026
Full time
The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the South West patch of England, and will be expected to attend the Bristol office circa 2 days a week. Responsibilities Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this CAS holder SPS holder Company Values Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. Benefits Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. And lots of flexible benefits to choose from! The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.
Artworker & Typesetter Contract type: 2-year fixed-term Location: London or Newcastle office with a minimum of 2 days per week in the office in line with our hybrid working policy. Salary: London: c.£35,000, Newcastle: c.£30,000 (higher base salaries may be available for exceptional candidates) + civil service pension About the role The Artworker & Typesetters (A&T) report to the Publishing Lead and are responsible for the templated layout and production of National Audit Office (NAO) Parliamentary publications. Working in a fast-paced, deadline-driven environment, they deliver a high-quality and professional service across a wide range of digital and print outputs. The role involves typesetting and the creation and development of charts and graphics for standard publications, as well as providing occasional support to the Design team. We are seeking an experienced artworker and typesetter with some graphic design experience to support the artworking and typesetting of reports and other publications. A&T are responsible for managing and prioritising multiple projects concurrently, undertaking quality control through peer review, and making amendments and corrections to content and graphics as required. The role also has responsibility for the quality assurance of publications laid in Parliament. A&T are jointly responsible for laying content in Parliament using established automated and semi-automated messaging systems, including Teams communication channels, and for processing financial audit accounts for government departments seeking to use Parliamentary privilege. In addition, A&T undertake post-production activities, including the creation of accessible ePub files and Amazon-ready digital formats, managing uploads to Amazon, and working with the Digital team to ensure content is scheduled and published on the NAO website. Responsibilities Operational 80%: Typeset content using pre-existing InDesign templates, ensuring accurate text flow, pagination, and the correct placement of graphics and charts in context. Identify and escalate any issues to the Publishing Lead as appropriate. Create simple charts and diagrams from templated content. Use automation and design tools to generate, re-key, and improve where needed. Ensure all work adheres to provided templates and consistently meets house style and NAO brand guidelines. Lay NAO content in Parliament using the automated messaging systems. Lay Financial Audit accounts for government departments including occasional typesetting of these accounts. Implement corrections to report text, charts, and graphics following client reviews. Conduct quality checks on all laid publications, including artwork and text, as part of a peer-review process. Support the Design team by quality assuring non-laid publications and associated assets as required, checking for style and format. Make amendments using Adobe InDesign or Illustrator where appropriate or provide feedback to the Design team to implement necessary changes. Produce final and accessible ePub and PDF files for both print and digital publication. Manage uploads to Amazon and liaise with the Digital and Press teams to ensure content is published on the NAO website. Produce work to a high standard and quality, within agreed timescales and quality check own as well as others work to ensure accuracy. Communicate job progress at every stage of the process using the approved communication channels and tools to ensure the smooth running of work and schedules (KanBan production board and Teams chat/channels). Work collaboratively with colleagues in D&P and the wider Communications team, such as the Digital and Press teams as well as with internal clients. Innovation (20%): Continuously develop publishing and production skills and proactively share knowledge and expertise with colleagues across the D&P and Comms. teams. Actively contribute to discussions on innovations in publishing and production, enhancing client services, and improving team operations and ways of working. ESSENTIAL SKILLS REQUIRED Excellent knowledge of Adobe CC; specifically, Adobe InDesign; Illustrator; and Acrobat Experience in applying branding consistently across publications, with solid typographic knowledge. Experience in laying out publications across spreads, creating graphics, and paginating content in line with brand and editorial style guidelines. Experience in quality assurance work. Demonstrable spelling and grammar skills with the ability to maintain accuracy. Intermediate knowledge of pre-press preparation and production across both digital and print media. Intermediate knowledge and awareness of accessibility issues and creating accessible outputs. Working knowledge of Microsoft Office applications including Word, Excel and PowerPoint. DESIRABLE SKILLS Studio workflow - knowledge of tools and systems such as SharePoint, Teams, Planner, Project, Power-automate Automation of design tasks Basic knowledge of Adobe Express Knowledge of WordPress, and/or html
Jan 08, 2026
Full time
Artworker & Typesetter Contract type: 2-year fixed-term Location: London or Newcastle office with a minimum of 2 days per week in the office in line with our hybrid working policy. Salary: London: c.£35,000, Newcastle: c.£30,000 (higher base salaries may be available for exceptional candidates) + civil service pension About the role The Artworker & Typesetters (A&T) report to the Publishing Lead and are responsible for the templated layout and production of National Audit Office (NAO) Parliamentary publications. Working in a fast-paced, deadline-driven environment, they deliver a high-quality and professional service across a wide range of digital and print outputs. The role involves typesetting and the creation and development of charts and graphics for standard publications, as well as providing occasional support to the Design team. We are seeking an experienced artworker and typesetter with some graphic design experience to support the artworking and typesetting of reports and other publications. A&T are responsible for managing and prioritising multiple projects concurrently, undertaking quality control through peer review, and making amendments and corrections to content and graphics as required. The role also has responsibility for the quality assurance of publications laid in Parliament. A&T are jointly responsible for laying content in Parliament using established automated and semi-automated messaging systems, including Teams communication channels, and for processing financial audit accounts for government departments seeking to use Parliamentary privilege. In addition, A&T undertake post-production activities, including the creation of accessible ePub files and Amazon-ready digital formats, managing uploads to Amazon, and working with the Digital team to ensure content is scheduled and published on the NAO website. Responsibilities Operational 80%: Typeset content using pre-existing InDesign templates, ensuring accurate text flow, pagination, and the correct placement of graphics and charts in context. Identify and escalate any issues to the Publishing Lead as appropriate. Create simple charts and diagrams from templated content. Use automation and design tools to generate, re-key, and improve where needed. Ensure all work adheres to provided templates and consistently meets house style and NAO brand guidelines. Lay NAO content in Parliament using the automated messaging systems. Lay Financial Audit accounts for government departments including occasional typesetting of these accounts. Implement corrections to report text, charts, and graphics following client reviews. Conduct quality checks on all laid publications, including artwork and text, as part of a peer-review process. Support the Design team by quality assuring non-laid publications and associated assets as required, checking for style and format. Make amendments using Adobe InDesign or Illustrator where appropriate or provide feedback to the Design team to implement necessary changes. Produce final and accessible ePub and PDF files for both print and digital publication. Manage uploads to Amazon and liaise with the Digital and Press teams to ensure content is published on the NAO website. Produce work to a high standard and quality, within agreed timescales and quality check own as well as others work to ensure accuracy. Communicate job progress at every stage of the process using the approved communication channels and tools to ensure the smooth running of work and schedules (KanBan production board and Teams chat/channels). Work collaboratively with colleagues in D&P and the wider Communications team, such as the Digital and Press teams as well as with internal clients. Innovation (20%): Continuously develop publishing and production skills and proactively share knowledge and expertise with colleagues across the D&P and Comms. teams. Actively contribute to discussions on innovations in publishing and production, enhancing client services, and improving team operations and ways of working. ESSENTIAL SKILLS REQUIRED Excellent knowledge of Adobe CC; specifically, Adobe InDesign; Illustrator; and Acrobat Experience in applying branding consistently across publications, with solid typographic knowledge. Experience in laying out publications across spreads, creating graphics, and paginating content in line with brand and editorial style guidelines. Experience in quality assurance work. Demonstrable spelling and grammar skills with the ability to maintain accuracy. Intermediate knowledge of pre-press preparation and production across both digital and print media. Intermediate knowledge and awareness of accessibility issues and creating accessible outputs. Working knowledge of Microsoft Office applications including Word, Excel and PowerPoint. DESIRABLE SKILLS Studio workflow - knowledge of tools and systems such as SharePoint, Teams, Planner, Project, Power-automate Automation of design tasks Basic knowledge of Adobe Express Knowledge of WordPress, and/or html
