104 jobs found

Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.

Without the Amazon Reliability Maintenance Engineering (RME) team, our operations grind to a halt. As an RME Planner in this core part of our large, EU-wide team, youll be a leading voice in all conversations surrounding the technologies in our warehouses and delivery networks. Youll anticipate problems before they materialise and keep track of the equipment needed for different tasks to keep runn click apply for full job details

Job Role: Trainee Paraplanner Location: Chorley Salary: Up to £35,000 (dependent on experience) Job Type: Full-time, Permanent Reference Number: 10128 Recruit UK is working in partnership with a respected and growing financial planning firm, to recruit a Trainee Paraplanner With offices across the UK, they are now building upon their established Northwest hub. This is an excellent opportunity for a trainee looking to develop technical skills in a supportive business that values quality advice, professional development, and long-term career progression. The Role As a Trainee Paraplanner, you will work closely with Financial Advisers to learn and assist in delivering high-quality, compliant financial planning solutions. Your responsibilities will include: Supporting the preparation of suitability reports and financial recommendations Conducting research across pensions, investments, protection, and retirement planning Assisting in analysing client objectives and financial data Learning to support advisers with complex cases Ensuring all documentation meets FCA and compliance standards Liaising with advisers, administrators, and product providers About You The successful candidate will have: A keen interest in financial planning and paraplanning Strong analytical skills and attention to detail Excellent written communication Motivation to complete exams and progress towards becoming a Chartered Adviser Previous administrative or financial experience is desirable but not essential What's on Offer Competitive salary of up to £35,000 (dependent on experience) Full exam support and study leave Hybrid working: 1 day from home after 3 months, 2 days after 6 months Structured career development and progression towards a Chartered Adviser role Supportive and professional working environment Please apply with your most up-to-date CV if you feel you may be suitable. About Recruit UK As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a network of over 100,000 financial services professionals Our commitment to you: Start every journey with a conversation to understand your goals Provide honest feedback on your fit in the job market Use our network to match you to your perfect position Take a holistic approach - career satisfaction is more than just salary Cover the whole of the UK with a local touch Never pester you

Self-Employed Independent Financial Adviser (IFA) Location: Leicestershire (Field-Based) Client Bank: £18M AUM 125 Clients The Opportunity A rare opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active and well-maintained client bank in Leicestershire. • Approximately 125 households with £18M assets under management • Clients are loyal, engaged, and used to annual reviews • Average client size of £100K+ AUM • Immediate access to a stable and recurring income stream • Significant opportunity to grow the portfolio further Income & Earnings • £180,000 ongoing fee income from existing clients • £56,000 expected baseline income in year one (after support costs) • Clients pay 1% ongoing fees Earning splits: • 35% on ongoing servicing (annual reviews) • 50% on new business from inherited clients • 60% on self-generated business Support & Infrastructure • Paraplanning and administrative support available (flexible structure) • PI insurance and full compliance support provided • Strong, proven lead generation model • Regular opportunities via webinars, seminars, and warm leads • National adviser network (24 advisers) with minimal overlap in the region Your Role • Deliver annual reviews and holistic financial planning • Advise across pensions, investments, protection, and estate planning • Maintain and deepen existing client relationships • Generate new business from both internal and external sources • Operate in line with FCA compliance standards What We're Looking For • Minimum 3 years' experience as an IFA or Financial Planner • Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous) • Strong communication and relationship management skills • Comfortable working independently in a field-based role • Professional, ethical, and client-focused approach Why This Role Stands Out • Immediate income from day one • Established client bank with long-term potential • High degree of autonomy in how you run your business • Supportive infrastructure without employed restrictions • Access to a proven lead generation model and adviser community

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid post-probation) Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response

Job Title: Senior Town Planner Location: Sussex, Worthing Penguin Recruitment is delighted to be supporting a leading Chartered Town Planning practice. We are seeking a Senior Planner to join a dynamic Sussex studio, delivering exceptional planning services across public and private sector projects - from major regeneration schemes to complex infrastructure developments. About the Practice This Chartered Town Planning practice is renowned for providing professional guidance and delivering projects that maximise development potential. Working across a broad range of schemes, they are committed to innovation, collaboration, and excellence in planning. The Role As a Senior Planner, you will take ownership of your own caseload while contributing to multi-disciplinary projects. You will work directly with clients, local authorities, and consultants, with opportunities to develop leadership and commercial skills within a supportive, collaborative environment. Key Responsibilities Prepare, submit, and manage planning applications, appeals, and consents. Conduct planning research, policy reviews, and provide clear professional advice. Draft planning statements, appraisals, appeal documents, and community engagement materials. Coordinate multi-disciplinary project teams and liaise with local authorities and statutory bodies. Support public consultation and stakeholder engagement. Assist with client relationships and contribute to business development initiatives. Share knowledge and support the growth of the planning team. About You We are looking for a confident, proactive planner who can manage projects independently while thriving in a collaborative team environment. Strong organisational skills, attention to detail, and excellent communication are essential. Essential Skills & Experience Degree in a relevant planning discipline. MRTPI qualification (or eligibility). Around 5 years' professional experience in town planning. Proven experience on significant or complex development projects. Strong report writing, analytical, and stakeholder management skills. Collaborative, adaptable, and proactive approach. Culture & Benefits This practice offers a supportive, collaborative culture with a focus on work-life balance and professional development. Benefits include: Comprehensive CPD and mentor programmes Regular social events, European study trips, and networking opportunities Enhanced parental leave, Employee Assistance Programme, eye care supplement, and free fruit Commitment to diversity, inclusion, and accessibility in the workplace Interested? The hiring manager is looking to meet suitable candidates ASAP. If you meet the above criteria, please contact Josh Jones on (phone number removed) or email (url removed)

Job Title: Town Planner Location: Sussex Penguin Recruitment is delighted to be supporting a leading Chartered Town Planning practice. We are seeking a Town Planner to join a growing Sussex studio, helping to deliver high-quality town planning services across both public and private sector projects. The work spans a diverse range of schemes, from major regeneration projects to complex infrastructure developments. About the Practice This is a Chartered Town Planning practice providing professional planning advice and project delivery that maximises development potential. The team works across a broad portfolio of projects and is known for its collaborative approach, technical expertise, and commitment to excellence. The Role As a Planner, you will play an integral role within a growing planning team, supporting projects from concept through to completion. You will assist with day-to-day planning tasks while also contributing to larger, multi-disciplinary projects. This role offers the opportunity to work directly with clients, local authorities, and consultants, with excellent scope to develop your planning skills within a supportive and collaborative environment. Key Responsibilities Preparing, submitting, and managing planning applications, appeals, and associated consents. Undertaking planning research and policy reviews, providing clear and professional advice. Drafting planning statements, appraisals, appeal documents, and community engagement materials. Assisting with the coordination of multi-disciplinary project teams. Liaising with local authorities and statutory bodies. Supporting public consultation and stakeholder engagement activities. Assisting with client relationship management and contributing to business development initiatives. Supporting the ongoing development of the planning team and sharing knowledge with colleagues. About You We are looking for an enthusiastic and capable planner who can confidently manage day-to-day tasks and contribute positively to a team environment. You will be proactive, well-organised, and able to communicate effectively with colleagues, clients, and stakeholders. Essential Skills & Experience Degree (or equivalent) in a relevant discipline. Ideally working towards or holding RTPI membership (not essential). Previous workplace experience within planning or a related environment. Strong report writing skills with excellent attention to detail. Good verbal communication skills. Proactive, adaptable, and collaborative approach. Strong organisational and time management skills. Culture & Benefits This practice promotes a collaborative working culture with a strong focus on work-life balance, mutual respect, and equal opportunities. Benefits include: Comprehensive internal and external CPD programmes Mentor programme and regular organised site visits European study trips and regular social events Enhanced parental leave, Employee Assistance Programme, eye care supplement, and free fruit Active involvement in networking and charitable initiatives Strong commitment to diversity, inclusion, and accessibility in the workplace If you're an aspiring planner looking to build your career within a supportive and forward-thinking consultancy, this is an excellent opportunity to take the next step. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)

Financial Adviser - BIRMINGHAM & SOLIHULL Chartered IFA firm with a presence across the UK Manage £250k of ongoing revenue across 140 households Work with existing professional network of accountant and solicitors Clients are based in Birmingham and Solihull Clients are a mixture of retirees and working professionals £65k - £75k basic salary plus bonuses 30% bonuses above threshold 3 x salary A key client of mine who I have placed 20+ staff with in the past are looking for an established Financial Adviser who can manage an existing book of business from a retiring adviser which is covering Solihull and surrounding areas. The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £250k - £5m of investable assets and they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral. This role will be a mix of servicing an existing book of clients generating £250k of ongoing advice fees and then generating new business with a network of existing professional connections with solicitor and accountancy firms. This role will be suitable for an established Financial Planner with at least 2-3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. Would this be of interest at all? get in touch with Peter at Financial Divisions.

A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships. The Role You will take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs. You will be supported by an experienced investment team, along with dedicated paraplanning and administrative support, so you can focus on clients. Key responsibilities include: Managing and developing long-standing HNW client relationships, ensuring excellent client outcomes Delivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planning Conducting in-depth client conversations to fully understand financial goals and personal ambitions Proactively contributing to business growth through professional introducers, referrals and networking Working closely with internal specialists and investment colleagues to deliver joined-up, best-fit solutions Supporting the ongoing success and growth of the office What You'll Bring Chartered status (or close to achieving it) Experience within wealth management or financial planning, advising HNW clients In-depth technical knowledge across complex and higher-risk advice areas Strong relationship management skills, able to build and maintain client trust A proactive approach to business development Collaborative mindset, keen to be part of a supportive, high-performing team Why This Role? Opportunity to step into an established client bank and hit the ground running Work in a collaborative, supportive and high-performing environment Comprehensive support with paraplanning, administration and investment teams Competitive total rewards package including bonus and flexible benefits Scope for long-term career development in a respected wealth management business Contact: Ellie Sedgwick IDEX Consulting Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Paraplanner - St Albans (Office-Based) Location: St Albans, Office-Based Job Types: Full-time, Permanent Job ID: 10240 About the Role: A well-established financial planning practice in St Albans is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support

Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team. About Us We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager. The Role Manage an established client bank with approximately £18 million in assets under management. Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning. Build new business through a mix of company-generated leads, referrals, and self-sourced clients. Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery. Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule in the Midlands. Financial Package & Benefits Recurring income starting at around £51,000. Generous new business splits. Year one: all support costs covered; from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees. Full access to paraplanning and admin support from the head office (12 paraplanners / 12 administrators). Clear path to Chartered status with dedicated development and mentoring support. Who We're Looking For Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice. Chartered or working towards Chartered status is highly desirable. Experienced advisers with strong client-facing skills and the ability to grow their business. Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support. This is a rare opportunity to take over a high-quality client bank while benefiting from a scalable, supportive self-employed model designed to let you focus on what matters most: your clients and your growth. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Paraplanner - London (Office Based) Location: London Salary: £40,000-£50,000 (confidential) Job Types: Full-time, Permanent Job ID: 10241 About the Role: A well-established financial planning practice in London is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on high-quality advice delivery and excellent client outcomes. Your role will include, but not be limited to: Conduct fact-finding and analyse client information, including objectives and risk profiles Research and compare financial products across pensions, investments, and protection Build cashflow models and retirement forecasts using Voyant or CashCalc Draft suitability letters and technical reports in line with FCA guidance Prepare illustrations, provider packs, and key documents Support advisers in client review meetings Liaise with compliance to ensure all files are audit-ready Manage case progression and communicate directly with product providers Produce one-page summaries and client-facing documentation Maintain accurate client records and ensure compliance documentation is up to date Skills and experience required: CII Level 4 Diploma in Regulated Financial Planning CII Certificate in Paraplanning or CISI recognised qualification advantageous Strong technical knowledge of pensions, investment planning, taxation, and FCA rules Previous experience using cashflow modelling software Strong written communication and report writing skills Minimum of 2 years in a technical Paraplanner position Able to manage deadlines and workloads effectively with precise attention to detail Benefits: Competitive Salary Full study support and ongoing CPD funding Pension scheme and private healthcare Office-based with potential hybrid day after probation Clear internal progression pathway to Senior Paraplanner or Adviser About Recruit UK: Recruit UK specialise in financial services recruitment across the whole of the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you: Equality, diversity, and inclusion are promoted across all activity Every journey begins with a detailed conversation about you and your career goals Honest feedback on suitability and position in the market Access to a wide network across financial planning to source the right fit A mindful approach linked to career satisfaction, not only salary UK-wide coverage with local consultant support

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanner - Research Team Location: Rayleigh, Essex (Hybrid working available) Salary: £40,000-£45,000 per annum Benefits: 25 days holiday plus bank holidays 3 additional days at Christmas Office closed for 1 week after Christmas Auto-enrolment pension after 3 months Study support for exams About the Company We work with over 175 financial services firms across the UK, providing compliance support, case administration, and business consultancy. Based in Rayleigh, Essex, we offer a flexible hybrid working model. You will join a dynamic Paraplanning Department supporting a network of 380+ advisers nationwide, delivering high-quality, compliant advice and operational support to advisers and their clients. Key Responsibilities Conduct in-depth research on financial products, funds, and providers, especially pensions, investments, and protection Analyse client data to support suitability and advice reports Prepare recommendations and research reports for advisers Assist with portfolio analysis, cashflow modelling, and product comparisons Ensure all outputs comply with FCA regulations Maintain up-to-date knowledge of financial planning regulations and market developments Work closely with Financial Advisers to enable timely client advice What We're Looking For Experience in a research-focused paraplanning role or similar Strong understanding of financial planning products and regulations Comfortable using back-office systems (Intelliflo, Selecta Pension, FE Analytics preferred) Ability to collate and process information accurately under tight deadlines Excellent written and verbal communication skills Level 4 Diploma in Financial Planning preferred (or equivalent experience) Desirable Skills Previous experience in a fast-paced paraplanning or research team Ability to hit the ground running with minimal supervision Strong attention to detail and analytical skills Proactive approach to personal development and exam support How to Apply If this opportunity aligns with your experience, submit your CV today. One of our specialist consultants will contact you to discuss the role and explore other opportunities that match your career goals. Due to high application volumes, only successful candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

What makes this role distinctive is the pipeline you will inherit. The firm has spent decades building an extensive UK-wide network of solicitors, deputies, and professional services contacts through its established PI/CN core business. That network is now being strategically opened up - for the first time - to offer holistic financial planning to company directors and business owners. You would be one of the first financial planners to access a warm referral pipeline that has been years in the making. This is not a cold-start role. It is a rare opportunity to build a private client book from a position of genuine structural advantage. Location & Flexibility: While the firm's head office is based in Manchester (where you will have your own dedicated desk), this is a nationwide, hybrid and field-based role. You can be based anywhere in the UK, with the flexibility to manage your own diary and work remotely. Key Highlights of the Opportunity: Warm, Untapped Pipeline: Access an established network of professional services contacts across the UK - relationships built over decades, now being opened to private client advice for the first time. High-Calibre Client Base: Advising company directors and business owners (typically £10m-£20m turnover) on tax planning, pensions, investments, and protection. Financial Strength: The firm manages £1.6 billion+ in Assets Under Management and maintains an exceptional 99% client retention rate. Growth & Stability: Privately owned, with the agility and ambition to back new initiatives - and the track record to prove it. First-Mover Advantage: One of the first hires into a new division, with the scope to shape its direction and accelerate your own career. The Role: You will deliver high-standard regulated advice and holistic financial planning to a growing caseload of private clients - business owners and directors introduced through the firm's professional services network. This involves building long-term advisory relationships, conducting comprehensive reviews covering tax, pensions, investments, and protection, and working closely with the firm's existing legal contacts to develop new business through warm referrals. Comprehensive Benefits Package: £70k - £80k base salary (plus highly of bonus of £30k - £40k) Car allowance 5.5% employer pension contribution 28 days holiday (plus bank holidays) Private Medical Insurance Critical Illness cover Life cover Flexible/remote working Next Steps: Apply now if your skills and experience align with this role. Alternatively, if you would like to learn more about this career-enhancing opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group for a confidential discussion. If this role isn't quite right for you but you are considering a new position, please get in touch for a confidential conversation about your career. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the salary listed in our advertisements is a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.