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
Mar 26, 2026
Full time
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
IT Project Administrator Bedford Full Time (40 hours per week) Up to £35,000 & Benefits Join entrust IT And Help Deliver Exciting Technology Projects We re looking for a highly organised Project Administrator to join our growing team in Bedford and play a key role in supporting the delivery of technology and infrastructure projects. At entrust IT , we deliver innovative IT and infrastructure solutions including IT networks, structured cabling, WiFi, CCTV and access control systems. Our projects team manages a wide range of installations and upgrades, and we re looking for someone who thrives in a fast-paced environment and enjoys keeping projects running smoothly. This role is perfect for someone who enjoys organisation, coordination, and working closely with project managers to bring complex projects to life. The Role As a Project Administrator, you will support our project managers and operational planners with the coordination, documentation, and administration required to successfully deliver projects on time and within budget. You will play an essential role in ensuring projects are well organised, clearly communicated, and efficiently managed from planning through to completion. Key Responsibilities of the IT Project Administrator: Assist Project Managers with project planning, timelines, and budgets Coordinate project meetings, including scheduling, agenda preparation and minute taking Track project progress and report status updates to internal teams and stakeholders Maintain accurate project documentation, including schedules, plans and budgets Support the creation of project reports and presentations Manage project-related communications and correspondence Help ensure project deliverables are completed on time and to quality standards Identify and assist in managing project risks and issues Support project managers in coordinating resources, equipment and materials Provide general administrative support across the project team What We re Looking For We re looking for someone who is organised, proactive and detail-oriented, with the ability to manage multiple tasks and projects at the same time. Essential Skills Strong administration and organisational skills Excellent time management Ability to manage multiple projects simultaneously High attention to detail when handling documentation and planning Strong communication skills Technical Experience Experience using Microsoft 365 including: Teams, SharePoint, Excel, Word & Microsoft Project Experience using Simpro (advantageous but not essential) Experience Previous experience in Project Administration or Project Coordination Ideally within IT infrastructure, cabling, WiFi, CCTV or access control projects Understanding of project management processes and best practices Qualifications GCSE Maths Grade 4/C or above GCSE English Language Grade 4/C or above Desirable: Three additional GCSEs at Grade 4/C or above What We Offer Opportunity to work on exciting technology infrastructure projects A supportive and collaborative team environment Exposure to project management best practices Opportunities for training and development Ready to Apply? If you are an organised and motivated administrator who enjoys working in a dynamic project environment, we d love to hear from you. Apply today to join entrust IT and help deliver technology projects that make a real impact.
Mar 26, 2026
Full time
IT Project Administrator Bedford Full Time (40 hours per week) Up to £35,000 & Benefits Join entrust IT And Help Deliver Exciting Technology Projects We re looking for a highly organised Project Administrator to join our growing team in Bedford and play a key role in supporting the delivery of technology and infrastructure projects. At entrust IT , we deliver innovative IT and infrastructure solutions including IT networks, structured cabling, WiFi, CCTV and access control systems. Our projects team manages a wide range of installations and upgrades, and we re looking for someone who thrives in a fast-paced environment and enjoys keeping projects running smoothly. This role is perfect for someone who enjoys organisation, coordination, and working closely with project managers to bring complex projects to life. The Role As a Project Administrator, you will support our project managers and operational planners with the coordination, documentation, and administration required to successfully deliver projects on time and within budget. You will play an essential role in ensuring projects are well organised, clearly communicated, and efficiently managed from planning through to completion. Key Responsibilities of the IT Project Administrator: Assist Project Managers with project planning, timelines, and budgets Coordinate project meetings, including scheduling, agenda preparation and minute taking Track project progress and report status updates to internal teams and stakeholders Maintain accurate project documentation, including schedules, plans and budgets Support the creation of project reports and presentations Manage project-related communications and correspondence Help ensure project deliverables are completed on time and to quality standards Identify and assist in managing project risks and issues Support project managers in coordinating resources, equipment and materials Provide general administrative support across the project team What We re Looking For We re looking for someone who is organised, proactive and detail-oriented, with the ability to manage multiple tasks and projects at the same time. Essential Skills Strong administration and organisational skills Excellent time management Ability to manage multiple projects simultaneously High attention to detail when handling documentation and planning Strong communication skills Technical Experience Experience using Microsoft 365 including: Teams, SharePoint, Excel, Word & Microsoft Project Experience using Simpro (advantageous but not essential) Experience Previous experience in Project Administration or Project Coordination Ideally within IT infrastructure, cabling, WiFi, CCTV or access control projects Understanding of project management processes and best practices Qualifications GCSE Maths Grade 4/C or above GCSE English Language Grade 4/C or above Desirable: Three additional GCSEs at Grade 4/C or above What We Offer Opportunity to work on exciting technology infrastructure projects A supportive and collaborative team environment Exposure to project management best practices Opportunities for training and development Ready to Apply? If you are an organised and motivated administrator who enjoys working in a dynamic project environment, we d love to hear from you. Apply today to join entrust IT and help deliver technology projects that make a real impact.
Client Delivery Lead (Financial Services Administrator) Hybrid working - Glasgow 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: 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. £465 towards 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.
Mar 26, 2026
Full time
Client Delivery Lead (Financial Services Administrator) Hybrid working - Glasgow 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: 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. £465 towards 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.
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Chester regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy. Applications will be well received by those in the Cheshire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Mar 25, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Chester regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexibility to see clients and run your diary with autonomy. Applications will be well received by those in the Cheshire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Southend regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexiblitly to see clients and run your diary with autonomy. Applications will be well received by those in the Essex area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Mar 25, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Southend regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexiblitly to see clients and run your diary with autonomy. Applications will be well received by those in the Essex area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Gloucester regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexiblitly to see clients and run your diary with autonomy. Applications will be well received by those in the Gloucestershire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Mar 25, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Gloucester regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexiblitly to see clients and run your diary with autonomy. Applications will be well received by those in the Gloucestershire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Droitwich regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexiblitly to see clients and run your diary with autonomy. Applications will be well received by those in the Worcestershire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Mar 25, 2026
Full time
Recruit Wealth are delighted to be representing one of the UK's fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm's Droitwich regional office, one of over 70 offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes This Firm Different Our client is widely recognised as one of the largest and most respected names in the UK financial planning sector. The business has built an outstanding reputation through its transparent charging structure, client-first philosophy and award-winning advisory service. With significant financial backing and ambitious growth plans, this is an excellent opportunity to join a firm that combines stability, scale and long-term career opportunity. Support & Infrastructure Advisers are supported by a highly experienced and established office team, allowing you to focus on what you do best, building relationships and delivering exceptional advice. You will benefit from: Full Paraplanning and Administrative support Established regional and national support teams Strong internal referral channels A collaborative culture across a national network of offices We are keen to speak with experienced advisers who have built a strong reputation within financial planning, with a good track record and a CV to evidence this. Ideally you will have: Several years' Financial Planning/Wealth Advisory experience Competent Adviser Status (CAS) Statement of Professional Standing (SPS) FCA registration Minimum Level 4 Diploma in Financial Planning and continuing to study further A demonstrable track record advising private clients on pensions, investments and protection Package & Benefits This is an employed position, offering an excellent overall package, including: Competitive base salary Attractive bonus structure linked to new business and initial fees Inherited client relationships Full support infrastructure Comprehensive company benefits package Hybrid working is fully supported allowing flexiblitly to see clients and run your diary with autonomy. Applications will be well received by those in the Worcestershire area to maintain client contact and the surrounding region. Please apply to us here at Recruit Wealth for an immediate response.
Financial Adviser Location: EssexContract: Permanent Salary: £70,000 - £80,000 per annum + bonusesStart Date: ASAPContact: .uk Hybrid Working Job Description Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes. Key Responsibilities Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements. Develop and maintain long-term client relationships, supporting clients in achieving their financial objectives. Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools. Build relationships through professional networks, referrals, and digital platforms where appropriate. Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery. Contribute positively to the firm's culture, values, and community-focused initiatives. Candidate Criteria Fully qualified Financial Adviser (Level 4 Diploma minimum). Experience delivering independent financial advice in a regulated environment. Strong client relationship management and communication skills. High standards of professionalism, integrity, and ethical conduct. Experience managing or developing an existing client bank. Confidence using financial planning and cashflow modelling tools. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Mar 25, 2026
Full time
Financial Adviser Location: EssexContract: Permanent Salary: £70,000 - £80,000 per annum + bonusesStart Date: ASAPContact: .uk Hybrid Working Job Description Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.The role provides access to an existing client bank, enabling immediate client engagement while supporting sustainable growth. The firm places strong emphasis on culture, collaboration, and professional development, offering advisers the tools, autonomy, and support required to deliver exceptional client outcomes. Key Responsibilities Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirements. Develop and maintain long-term client relationships, supporting clients in achieving their financial objectives. Deliver advice across a broad range of financial planning areas, supported by leading planning and administration tools. Build relationships through professional networks, referrals, and digital platforms where appropriate. Work collaboratively with paraplanners, administrators, and colleagues to ensure consistent client service delivery. Contribute positively to the firm's culture, values, and community-focused initiatives. Candidate Criteria Fully qualified Financial Adviser (Level 4 Diploma minimum). Experience delivering independent financial advice in a regulated environment. Strong client relationship management and communication skills. High standards of professionalism, integrity, and ethical conduct. Experience managing or developing an existing client bank. Confidence using financial planning and cashflow modelling tools. If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on or email .ukService Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
Follow us on social media to keep up to date with new roles, market trends and other events An established, design-led architectural and heritage consultancy based in Bristol is seeking an experienced Senior Heritage Consultant to join its growing team. The practice works across the South West and nationally on projects involving historic buildings, sensitive sites, and complex heritage contexts - delivering thoughtful conservation, adaptive reuse, and contemporary interventions within historic environments. The Role The Senior Heritage Consultant will lead on heritage strategy and advice across a diverse portfolio of projects. Working closely with architects, planners, and clients, you will provide expert input from early feasibility through to planning and listed building consent stages, ensuring proposals are informed by a clear understanding of heritage significance and policy. This is a senior position with responsibility for project leadership, client liaison, and mentoring junior team members. Key Responsibilities Lead the preparation of Heritage Statements Lead the preparation of Statements of Significance Lead the preparation of Heritage Impact Assessments Lead the preparation of Conservation Management Plans Provide strategic heritage advice at feasibility and pre-application stages Advise on developments affecting listed buildings, conservation areas, and non-designated heritage assets Liaise with local planning authorities, conservation officers, and statutory consultees Attend client meetings, stakeholder consultations, and design reviews Contribute to fee proposals, tenders, and business development Support and mentor junior staff Ensure compliance with relevant UK heritage legislation and planning policy Person Specification Degree in Heritage Conservation, Architectural History, Planning, or a related discipline Substantial experience in built heritage consultancy Strong knowledge of UK heritage legislation and national and local planning policy Demonstrable experience preparing robust, well-argued heritage assessments Excellent written and verbal communication skills Strong project management and organisational abilities Ability to work collaboratively within multidisciplinary teams Professional accreditation (e.g., IHBC, CIfA or similar) Experience acting as Expert Witness Established professional network within the South West Experience contributing to Conservation Area Appraisals or Local List reviews What's Offered Senior role within a progressive and collaborative practice Opportunity to shape and influence heritage strategy Competitive salary (dependent on experience) 213 The Print Rooms 164 - 180 Union St SE1 0LH London
Mar 25, 2026
Full time
Follow us on social media to keep up to date with new roles, market trends and other events An established, design-led architectural and heritage consultancy based in Bristol is seeking an experienced Senior Heritage Consultant to join its growing team. The practice works across the South West and nationally on projects involving historic buildings, sensitive sites, and complex heritage contexts - delivering thoughtful conservation, adaptive reuse, and contemporary interventions within historic environments. The Role The Senior Heritage Consultant will lead on heritage strategy and advice across a diverse portfolio of projects. Working closely with architects, planners, and clients, you will provide expert input from early feasibility through to planning and listed building consent stages, ensuring proposals are informed by a clear understanding of heritage significance and policy. This is a senior position with responsibility for project leadership, client liaison, and mentoring junior team members. Key Responsibilities Lead the preparation of Heritage Statements Lead the preparation of Statements of Significance Lead the preparation of Heritage Impact Assessments Lead the preparation of Conservation Management Plans Provide strategic heritage advice at feasibility and pre-application stages Advise on developments affecting listed buildings, conservation areas, and non-designated heritage assets Liaise with local planning authorities, conservation officers, and statutory consultees Attend client meetings, stakeholder consultations, and design reviews Contribute to fee proposals, tenders, and business development Support and mentor junior staff Ensure compliance with relevant UK heritage legislation and planning policy Person Specification Degree in Heritage Conservation, Architectural History, Planning, or a related discipline Substantial experience in built heritage consultancy Strong knowledge of UK heritage legislation and national and local planning policy Demonstrable experience preparing robust, well-argued heritage assessments Excellent written and verbal communication skills Strong project management and organisational abilities Ability to work collaboratively within multidisciplinary teams Professional accreditation (e.g., IHBC, CIfA or similar) Experience acting as Expert Witness Established professional network within the South West Experience contributing to Conservation Area Appraisals or Local List reviews What's Offered Senior role within a progressive and collaborative practice Opportunity to shape and influence heritage strategy Competitive salary (dependent on experience) 213 The Print Rooms 164 - 180 Union St SE1 0LH London
We are seeking a Senior Financial Advisor to join WTW's Financial Planning Group. In this role, you will provide guidance and regulated advice to individuals who are direct clients of WTW or members of some of our largest pension scheme clients. Our guidance and advice services focus on retirement planning, requiring a extensive understanding of the UK pensions landscape, investment, and broader financial planning knowledge. This is a great opportunity for someone with solid experience in the UK financial advice market to grow their career. Join a financial planning team that is focused on strong committment to ethical practices and doing the right thing for our clients. Providing guidance and advice to employees and members of large workplace pension plans and corporates. No requirement to have existing clients. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. The Role You will be involved in delivering guidance and advice in the following areas: Preparing for retirement for people who are over the age of 55 Retirement income strategy, including advising on annuities, drawdown, UFPLS, or blended solutions as appropriate Advice in retirement: maintaining income and adapting to changing needs and circumstances Pension switching and consolidation Investment advice and subsequent portfolio reviews Detailed Annual Allowance planning Estate planning Workplace financial education Performance Objectives: Clients: Apply specialist knowledge to provide high-quality, cost-effective guidance and advice tailored to clients' needs and objectives. Display extensive knowledge of financial planning topics, providing written and verbal advice to clients, prospects, and colleagues. Build credibility with clients and prospects, taking on additional individual client or account responsibilities. Deliver face-to-face elements of workplace structured financial education projects. Monitor and promote client satisfaction, managing expectations on budgets and timescales. Cultivate relationships beyond initial client appointments to broaden or deepen services provided. Promote marketing efforts for individual client opportunities. Collaborate with the wider WTW business to promote and expand workplace financial guidance services. Excellence: Demonstrate excellent written and verbal communication skills. Share ideas and provide constructive feedback while fostering collaborative problem-solving by analysing complex technical and regulatory issues. Ensure compliance with the WTW Excellence framework. Maintain Statement of Professional Standing status, meet WTW CPD requirements, and comply with WTW standards for advice relating to regulated new business. People: Positively mentor and develop junior associates through formal processes and informal day-to-day interactions. Clearly specify task requirements to Paraplanners/administrators to ensure efficient and budget-compliant work delivery. Develop meaningful professional relationships and network of contacts within WTW and with providers. Financial: Work collaboratively and manage tasks effectively where appropriate, with accurate time recording. What you'll bring Suitable professional qualifications to Level 4 with the ability to provide retail investment advice. Proven track record of providing guidance and advice to large corporates and CXO level Clients. Excellent knowledge of the UK pensions market, including DB, DC and Cash Balance, and wider investment product knowledge is essential, as is an ability to provide guidance and advice on retirement income options Extensive understanding of the UK pensions tax regime, including Annual Allowance (AA), and the ability to provide guidance and advice on these for affected individuals, including higher earners affected by the Tapered AA and individuals with all types of LTA protection. Excellent written and oral communication skills, with the ability to learn quickly, use initiative, and organise workload effectively. Good working knowledge of Excel, Word, and PowerPoint, with experience in financial planning tools such as Morningstar Adviser Workstation, FE Analytics, Intelliflo, and Voyant being advantageous. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate helpdesk at wtwco com
Mar 25, 2026
Full time
We are seeking a Senior Financial Advisor to join WTW's Financial Planning Group. In this role, you will provide guidance and regulated advice to individuals who are direct clients of WTW or members of some of our largest pension scheme clients. Our guidance and advice services focus on retirement planning, requiring a extensive understanding of the UK pensions landscape, investment, and broader financial planning knowledge. This is a great opportunity for someone with solid experience in the UK financial advice market to grow their career. Join a financial planning team that is focused on strong committment to ethical practices and doing the right thing for our clients. Providing guidance and advice to employees and members of large workplace pension plans and corporates. No requirement to have existing clients. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. The Role You will be involved in delivering guidance and advice in the following areas: Preparing for retirement for people who are over the age of 55 Retirement income strategy, including advising on annuities, drawdown, UFPLS, or blended solutions as appropriate Advice in retirement: maintaining income and adapting to changing needs and circumstances Pension switching and consolidation Investment advice and subsequent portfolio reviews Detailed Annual Allowance planning Estate planning Workplace financial education Performance Objectives: Clients: Apply specialist knowledge to provide high-quality, cost-effective guidance and advice tailored to clients' needs and objectives. Display extensive knowledge of financial planning topics, providing written and verbal advice to clients, prospects, and colleagues. Build credibility with clients and prospects, taking on additional individual client or account responsibilities. Deliver face-to-face elements of workplace structured financial education projects. Monitor and promote client satisfaction, managing expectations on budgets and timescales. Cultivate relationships beyond initial client appointments to broaden or deepen services provided. Promote marketing efforts for individual client opportunities. Collaborate with the wider WTW business to promote and expand workplace financial guidance services. Excellence: Demonstrate excellent written and verbal communication skills. Share ideas and provide constructive feedback while fostering collaborative problem-solving by analysing complex technical and regulatory issues. Ensure compliance with the WTW Excellence framework. Maintain Statement of Professional Standing status, meet WTW CPD requirements, and comply with WTW standards for advice relating to regulated new business. People: Positively mentor and develop junior associates through formal processes and informal day-to-day interactions. Clearly specify task requirements to Paraplanners/administrators to ensure efficient and budget-compliant work delivery. Develop meaningful professional relationships and network of contacts within WTW and with providers. Financial: Work collaboratively and manage tasks effectively where appropriate, with accurate time recording. What you'll bring Suitable professional qualifications to Level 4 with the ability to provide retail investment advice. Proven track record of providing guidance and advice to large corporates and CXO level Clients. Excellent knowledge of the UK pensions market, including DB, DC and Cash Balance, and wider investment product knowledge is essential, as is an ability to provide guidance and advice on retirement income options Extensive understanding of the UK pensions tax regime, including Annual Allowance (AA), and the ability to provide guidance and advice on these for affected individuals, including higher earners affected by the Tapered AA and individuals with all types of LTA protection. Excellent written and oral communication skills, with the ability to learn quickly, use initiative, and organise workload effectively. Good working knowledge of Excel, Word, and PowerPoint, with experience in financial planning tools such as Morningstar Adviser Workstation, FE Analytics, Intelliflo, and Voyant being advantageous. What we offer Enjoy a benefits package designed to help you thrive, both professionally and personally. You'll receive 25 days of annual leave plus an extra WTW day to relax and recharge. Our comprehensive health and wellbeing offering includes private healthcare, life insurance, group income protection, and regular health assessments, all giving you peace of mind. Secure your future with our defined contribution pension scheme, featuring matched contributions up to 10% from the company. We support your growth and balance with hybrid working options, access to an employee assistance programme, and a fully paid volunteer day to make a difference in your community. On top of these, you can opt into a variety of additional perks including an electric vehicle car scheme, share scheme, cycle-to-work programme, dental and optical cover, critical illness protection, and much more. Start making the most of your career and wellbeing with a range of benefits tailored for you. Equal Opportunity Employer We're committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate helpdesk at wtwco com
Planning Administrator Location: Manton Wood, Worksop Business Unit: Supply Chain - Core Transport (Network Operations) Hours: 37.5 hours per week (any 5 days out of 7) Pay Rate: £12.45 per hour Contract: Permanent About the Role We are looking for a Planning Administrator to join our Network Operations team at Manton Wood, Worksop On a temp to perm basis. This is a key administrative role supporting the planning operation and ensuring customer orders are booked accurately and on time. You will play an important part in keeping transport planning running smoothly, working closely with planners, transport teams, and customers in a fast-paced logistics environment. Key Responsibilities Provide efficient administrative support to the planning operation Book in customer orders accurately and in line with customer requirements Generate reports for the Planning Management team Input orders onto various customer and internal portals Check and maintain trackers and spreadsheets received from customers Process and manage data across multiple systems, logs, and spreadsheets Monitor shared inboxes and action emails appropriately Highlight exceptions or issues to the management team promptly Health, Safety & Compliance Ensure all administrative tasks are completed accurately and in line with transport legislation Follow all health & safety procedures and company policies at all times What We're Looking For Well organised with a methodical approach to work Strong attention to detail and accuracy Confident using IT systems, spreadsheets, and online portals Good numerical skills Ability to prioritise tasks in a busy environment Strong communication skills and a team-focused attitude Proactive and willing to support wider planning activities when require Qualifications & Experience High school / secondary education Good understanding of IT systems Previous experience in administration, logistics, transport, or planning is desirable but not essentia Why Join Us? Competitive hourly rate of £12.45 per hour Stable 37.5-hour work week Opportunity to develop within transport and planning operations Supportive team environment with clear career progression opportunities Temp to Perm position If you are interested please apply online
Mar 25, 2026
Full time
Planning Administrator Location: Manton Wood, Worksop Business Unit: Supply Chain - Core Transport (Network Operations) Hours: 37.5 hours per week (any 5 days out of 7) Pay Rate: £12.45 per hour Contract: Permanent About the Role We are looking for a Planning Administrator to join our Network Operations team at Manton Wood, Worksop On a temp to perm basis. This is a key administrative role supporting the planning operation and ensuring customer orders are booked accurately and on time. You will play an important part in keeping transport planning running smoothly, working closely with planners, transport teams, and customers in a fast-paced logistics environment. Key Responsibilities Provide efficient administrative support to the planning operation Book in customer orders accurately and in line with customer requirements Generate reports for the Planning Management team Input orders onto various customer and internal portals Check and maintain trackers and spreadsheets received from customers Process and manage data across multiple systems, logs, and spreadsheets Monitor shared inboxes and action emails appropriately Highlight exceptions or issues to the management team promptly Health, Safety & Compliance Ensure all administrative tasks are completed accurately and in line with transport legislation Follow all health & safety procedures and company policies at all times What We're Looking For Well organised with a methodical approach to work Strong attention to detail and accuracy Confident using IT systems, spreadsheets, and online portals Good numerical skills Ability to prioritise tasks in a busy environment Strong communication skills and a team-focused attitude Proactive and willing to support wider planning activities when require Qualifications & Experience High school / secondary education Good understanding of IT systems Previous experience in administration, logistics, transport, or planning is desirable but not essentia Why Join Us? Competitive hourly rate of £12.45 per hour Stable 37.5-hour work week Opportunity to develop within transport and planning operations Supportive team environment with clear career progression opportunities Temp to Perm position If you are interested please apply online
An ambitious boutique wealth management and employee benefits advisory is seeking an experienced Financial Planner to join its growing team. The firm manages £125m+ in assets under advice and has built a reputation for delivering holistic financial planning solutions to individuals, families and business owners. With continued client growth and an expanding referral network from corporate clients, the business is now looking to appoint a planner who can provide high-quality advice while developing long-term client relationships. This is an excellent opportunity for a client-focused adviser who values independence, professional integrity and a long-term approach to financial planning. Key Responsibilities Provide holistic financial planning advice covering investments, pensions, protection and retirement planning Build and maintain long-term relationships with private clients and business owners Deliver personalised financial plans aligned with client objectives and life goals Conduct client meetings, reviews and ongoing relationship management Identify opportunities to support employees from corporate benefit schemes with personal financial planning Work closely with paraplanners and administrators to ensure accurate and compliant advice delivery Prepare and present recommendations in line with FCA regulatory standards Support the continued growth of the firm through referrals, networking and professional relationships Maintain high standards of compliance, client service and documentation Experience & Skills Experience working as a Financial Adviser / Financial Planner within a regulated UK advisory / wealth firm. Strong understanding of pensions, investments and financial planning strategies Ability to build trusted client relationships and provide clear, client-focused advice Excellent communication and presentation skills Comfortable working in a boutique advisory environment with high service standards Qualifications Ideally Level 4 Diploma in Financial Planning (DipPFS or equivalent) required Working toward or holding Chartered Financial Planner status is advantageous Package Competitive base salary plus performance-related bonus Private medical insurance Pension scheme Generous holiday allowance Support toward further professional qualifications Opportunity to work within a growing boutique advisory business with a strong client base
Mar 24, 2026
Full time
An ambitious boutique wealth management and employee benefits advisory is seeking an experienced Financial Planner to join its growing team. The firm manages £125m+ in assets under advice and has built a reputation for delivering holistic financial planning solutions to individuals, families and business owners. With continued client growth and an expanding referral network from corporate clients, the business is now looking to appoint a planner who can provide high-quality advice while developing long-term client relationships. This is an excellent opportunity for a client-focused adviser who values independence, professional integrity and a long-term approach to financial planning. Key Responsibilities Provide holistic financial planning advice covering investments, pensions, protection and retirement planning Build and maintain long-term relationships with private clients and business owners Deliver personalised financial plans aligned with client objectives and life goals Conduct client meetings, reviews and ongoing relationship management Identify opportunities to support employees from corporate benefit schemes with personal financial planning Work closely with paraplanners and administrators to ensure accurate and compliant advice delivery Prepare and present recommendations in line with FCA regulatory standards Support the continued growth of the firm through referrals, networking and professional relationships Maintain high standards of compliance, client service and documentation Experience & Skills Experience working as a Financial Adviser / Financial Planner within a regulated UK advisory / wealth firm. Strong understanding of pensions, investments and financial planning strategies Ability to build trusted client relationships and provide clear, client-focused advice Excellent communication and presentation skills Comfortable working in a boutique advisory environment with high service standards Qualifications Ideally Level 4 Diploma in Financial Planning (DipPFS or equivalent) required Working toward or holding Chartered Financial Planner status is advantageous Package Competitive base salary plus performance-related bonus Private medical insurance Pension scheme Generous holiday allowance Support toward further professional qualifications Opportunity to work within a growing boutique advisory business with a strong client base
Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.
Mar 24, 2026
Full time
Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.
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
Mar 24, 2026
Full time
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
Resource Planner / Scheduling Coordinator (Engineering Appointments) Location: Maidstone Rate: £17.28 per hour Contract: 12-month contract (maternity cover) Working pattern: Fully onsite Morson Talent are recruiting on behalf of UK Power Networks for a Resource Planner / Scheduling Coordinator to join their team in Maidstone click apply for full job details
Mar 24, 2026
Contractor
Resource Planner / Scheduling Coordinator (Engineering Appointments) Location: Maidstone Rate: £17.28 per hour Contract: 12-month contract (maternity cover) Working pattern: Fully onsite Morson Talent are recruiting on behalf of UK Power Networks for a Resource Planner / Scheduling Coordinator to join their team in Maidstone click apply for full job details
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
Mar 24, 2026
Full time
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
We are pleased to be supporting an expanding IFA and employee benefits consultancy seeking a proven financial services Business Development Manager to join their team in the Midlands. Responsibilities: Work alongside financial planners to identify, secure, and onboard new clients while strengthening their professional introducer network (accountants, solicitors, tax advisers etc) Represent the business at events, seminars, and networking functions to develop and enhance relationships. Partner with financial planners to ensure a successful client handover and onboarding experience Experience: Demonstrable business development or client acquisition experience in UK financial services (wealth management, investments, pensions, or financial planning) A strong track record in generating new client opportunities and building long term relationships with introducers and professional partners. A good knowledge of investments, pensions, and holistic financial planning solutions. Someone who is commercially minded, target-driven, an excellent communicator and with good networking skills. In return candidates can expect to receive a competitive basic and generous bonus structure.
Mar 24, 2026
Full time
We are pleased to be supporting an expanding IFA and employee benefits consultancy seeking a proven financial services Business Development Manager to join their team in the Midlands. Responsibilities: Work alongside financial planners to identify, secure, and onboard new clients while strengthening their professional introducer network (accountants, solicitors, tax advisers etc) Represent the business at events, seminars, and networking functions to develop and enhance relationships. Partner with financial planners to ensure a successful client handover and onboarding experience Experience: Demonstrable business development or client acquisition experience in UK financial services (wealth management, investments, pensions, or financial planning) A strong track record in generating new client opportunities and building long term relationships with introducers and professional partners. A good knowledge of investments, pensions, and holistic financial planning solutions. Someone who is commercially minded, target-driven, an excellent communicator and with good networking skills. In return candidates can expect to receive a competitive basic and generous bonus structure.
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.
Mar 24, 2026
Full time
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.
A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deliver tailored investment solutions while shaping the investment strategy for the Birmingham office. The Role You will take ownership of client investment portfolios, providing senior-level advice, oversight and strategy. As a senior member of the investment team, you will guide and mentor junior colleagues while ensuring clients receive expert, research-driven investment solutions. Key responsibilities include Managing and overseeing high-net-worth client investment portfolios, ensuring alignment with goals, risk appetite and long-term strategy Providing strategic investment advice and recommendations, supported by market research and in-depth analysis Collaborating with Financial Planners to integrate investment solutions into broader financial plans Leading investment-focused client meetings and presenting complex portfolio strategies clearly and confidently Supporting business growth through contributions to client acquisition and retention, as well as representing the firm at networking or investment events Mentoring and developing junior investment team members What You'll Bring Significant experience in wealth or investment management, ideally managing HNW or UHNW portfolios Deep knowledge of asset allocation, investment strategy, portfolio construction and risk management Proven ability to lead and influence clients, colleagues and internal stakeholders Strong communication and presentation skills, able to explain complex investment concepts clearly Professional investment qualifications such as CFA, CISI Diploma, or equivalent A proactive, collaborative and strategic mindset Why This Role? Senior position within a respected, long-established wealth management business Influence investment strategy while working with a high-performing, collaborative team Direct impact on client outcomes and business growth Comprehensive support from paraplanning and administrative teams Competitive total rewards package including bonus and flexible benefits Long-term career development with scope for leadership progression 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.
Mar 24, 2026
Full time
A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deliver tailored investment solutions while shaping the investment strategy for the Birmingham office. The Role You will take ownership of client investment portfolios, providing senior-level advice, oversight and strategy. As a senior member of the investment team, you will guide and mentor junior colleagues while ensuring clients receive expert, research-driven investment solutions. Key responsibilities include Managing and overseeing high-net-worth client investment portfolios, ensuring alignment with goals, risk appetite and long-term strategy Providing strategic investment advice and recommendations, supported by market research and in-depth analysis Collaborating with Financial Planners to integrate investment solutions into broader financial plans Leading investment-focused client meetings and presenting complex portfolio strategies clearly and confidently Supporting business growth through contributions to client acquisition and retention, as well as representing the firm at networking or investment events Mentoring and developing junior investment team members What You'll Bring Significant experience in wealth or investment management, ideally managing HNW or UHNW portfolios Deep knowledge of asset allocation, investment strategy, portfolio construction and risk management Proven ability to lead and influence clients, colleagues and internal stakeholders Strong communication and presentation skills, able to explain complex investment concepts clearly Professional investment qualifications such as CFA, CISI Diploma, or equivalent A proactive, collaborative and strategic mindset Why This Role? Senior position within a respected, long-established wealth management business Influence investment strategy while working with a high-performing, collaborative team Direct impact on client outcomes and business growth Comprehensive support from paraplanning and administrative teams Competitive total rewards package including bonus and flexible benefits Long-term career development with scope for leadership progression 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.
Financial Adviser - BIRMINGHAM & SOLIHULL Chartered IFA firm with a presence across the UK Manage £250k of ongoing revenue across 140 households Clients are based in Birmingham and Solihull Clients are a mixture of retirees and working professionals £65k - £75k basic salary plus bonuses (3 x validation) 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.
Mar 24, 2026
Full time
Financial Adviser - BIRMINGHAM & SOLIHULL Chartered IFA firm with a presence across the UK Manage £250k of ongoing revenue across 140 households Clients are based in Birmingham and Solihull Clients are a mixture of retirees and working professionals £65k - £75k basic salary plus bonuses (3 x validation) 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.
