Job Title: Senior Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: Up to £60,000 Job Reference: 10181 Job Description: Recruit UK is working with a well-established and growing Financial Planning firm near Sutton Coldfield seeking an experienced, technically strong Senior Paraplanner (5+ years' experience, ideally Chartered or working towards) who can hit the ground running and quickly adapt to their systems and approach. The firm has 25 team members across Financial Planners and back-office staff, including 6 Associate Paraplanners, and operates within a collaborative, professional culture focused on delivering high-quality advice. This is a career paraplanner role, ideal for someone who wants to remain on the technical pathway rather than move into advising. You will handle complex technical cases from day one, with a particular focus on pensions and IHT planning (less emphasis on complex investment work). The successful candidate will be confident producing high-quality suitability reports independently, using internal templates as a starting point. The firm uses Intelligent Office and SharePoint. This Senior Paraplanner role will be full-time office-based during probation to support integration and training. Following successful completion, hybrid working is available. As many client meetings are conducted face-to-face in the office, there is a preference for team members to be present to support client engagement. What's in it for you: Salary up to £60,000 (dependent on experience) 25 days holiday + bank holidays Pension Death in Service Private medical insurance Hybrid working (post-probation) Strong team culture with experienced planners and paraplanners Career paraplanner pathway within a growing firm Skills and Experience Required: Minimum 5+ years' paraplanning experience Ideally Chartered or working towards Chartered status Strong technical knowledge, particularly in pensions and IHT planning Ability to produce high-quality suitability reports independently Highly organised with strong attention to detail About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based near Sutton Coldfield on a Senior Paraplanner opportunity. Our Commitment to You: Start every journey with a conversation to find out about you in depth Provide honest feedback on where you fit in the job market Use our network across the financial world to match you to your perfect position Take a holistic mindfulness approach - career happiness is rarely just about the money Cover the whole of the UK with a local touch through our regional teams Never pester you
Mar 18, 2026
Full time
Job Title: Senior Paraplanner Industry: Financial Planning Location: Sutton Coldfield Salary: Up to £60,000 Job Reference: 10181 Job Description: Recruit UK is working with a well-established and growing Financial Planning firm near Sutton Coldfield seeking an experienced, technically strong Senior Paraplanner (5+ years' experience, ideally Chartered or working towards) who can hit the ground running and quickly adapt to their systems and approach. The firm has 25 team members across Financial Planners and back-office staff, including 6 Associate Paraplanners, and operates within a collaborative, professional culture focused on delivering high-quality advice. This is a career paraplanner role, ideal for someone who wants to remain on the technical pathway rather than move into advising. You will handle complex technical cases from day one, with a particular focus on pensions and IHT planning (less emphasis on complex investment work). The successful candidate will be confident producing high-quality suitability reports independently, using internal templates as a starting point. The firm uses Intelligent Office and SharePoint. This Senior Paraplanner role will be full-time office-based during probation to support integration and training. Following successful completion, hybrid working is available. As many client meetings are conducted face-to-face in the office, there is a preference for team members to be present to support client engagement. What's in it for you: Salary up to £60,000 (dependent on experience) 25 days holiday + bank holidays Pension Death in Service Private medical insurance Hybrid working (post-probation) Strong team culture with experienced planners and paraplanners Career paraplanner pathway within a growing firm Skills and Experience Required: Minimum 5+ years' paraplanning experience Ideally Chartered or working towards Chartered status Strong technical knowledge, particularly in pensions and IHT planning Ability to produce high-quality suitability reports independently Highly organised with strong attention to detail About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based near Sutton Coldfield on a Senior Paraplanner opportunity. Our Commitment to You: Start every journey with a conversation to find out about you in depth Provide honest feedback on where you fit in the job market Use our network across the financial world to match you to your perfect position Take a holistic mindfulness approach - career happiness is rarely just about the money Cover the whole of the UK with a local touch through our regional teams Never pester you
Premier Jobs UK Limited
Bromsgrove, Worcestershire
Are you interested in the opportunity to be a self-employed Financial Advisor, with full back-office support, some leads, access to marketing materials and option for practice buyout if/when ready to exit? Our client is keen to speak to individuals looking to embark or continue as a self-employed Financial Advisor. Naturally, you should have some of your own clients and/or ways to generate business for yourself. Our client is providing a very attractive scheme to reward and incentivise you to self-generate clients (ownership remains with you!). Alongside this, the business will be able to provide you with some leads and/or clients. This could be from marketing campaigns, their dedicated contact team, professional introducers or from Advisors looking to retire (both external and internal acquisitions). Plus, the business offers a full discretionary investment service option should your clients require bespoke advice needs. The back office support is operated on a pod model, whereby you have a dedicated Paraplanner and team of Administrators, to ensure you have everything on hand. In addition, you have access to raise complicated cases to their technical team. As such, this proposition provides you with the full suite of support, to enable you to focus on advising clients and growing your portfolio. Financial Advisor Requirements You must hold your full Diploma in Regulated Financial Planning (or FCA approved equivalent) and currently hold CAS status as a Financial Adviser You must have clear demonstration of a client centric approach that meets their company values You must have experience in networking and attracting new clients through personal and company business development Financial Adviser Benefits Uncapped earnings based on your own performance and achievements Self-employed role with OTE of £100,000+ Fair commission splits with no fees Bonuses for self-generating clients Remote based with access to work from any of their office locations which are also ideal for client meetings if required Guaranteed exit plan with market leading rates Strong company financial stability Locations Nationwide Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 18, 2026
Full time
Are you interested in the opportunity to be a self-employed Financial Advisor, with full back-office support, some leads, access to marketing materials and option for practice buyout if/when ready to exit? Our client is keen to speak to individuals looking to embark or continue as a self-employed Financial Advisor. Naturally, you should have some of your own clients and/or ways to generate business for yourself. Our client is providing a very attractive scheme to reward and incentivise you to self-generate clients (ownership remains with you!). Alongside this, the business will be able to provide you with some leads and/or clients. This could be from marketing campaigns, their dedicated contact team, professional introducers or from Advisors looking to retire (both external and internal acquisitions). Plus, the business offers a full discretionary investment service option should your clients require bespoke advice needs. The back office support is operated on a pod model, whereby you have a dedicated Paraplanner and team of Administrators, to ensure you have everything on hand. In addition, you have access to raise complicated cases to their technical team. As such, this proposition provides you with the full suite of support, to enable you to focus on advising clients and growing your portfolio. Financial Advisor Requirements You must hold your full Diploma in Regulated Financial Planning (or FCA approved equivalent) and currently hold CAS status as a Financial Adviser You must have clear demonstration of a client centric approach that meets their company values You must have experience in networking and attracting new clients through personal and company business development Financial Adviser Benefits Uncapped earnings based on your own performance and achievements Self-employed role with OTE of £100,000+ Fair commission splits with no fees Bonuses for self-generating clients Remote based with access to work from any of their office locations which are also ideal for client meetings if required Guaranteed exit plan with market leading rates Strong company financial stability Locations Nationwide Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
This national financial planning firm that manages over £12b AUM is currently seeking a financial planner to join its team in central Eastleigh (city / hybrid working). In this role you will be given initially a portfolio of 30-40 clients to advise and look to develop this through networking and marketing support. You will also be given the support to develop your experience and be given the support of an administration team, backed up with paraplanning support. You must be an experienced financial planner who holds CII level 4 Diploma status and CAS status, and ideally hold or be working towards Chartered status. Basic salary to £50k, bonus scheme and benefits, hybrid working available.
Mar 18, 2026
Full time
This national financial planning firm that manages over £12b AUM is currently seeking a financial planner to join its team in central Eastleigh (city / hybrid working). In this role you will be given initially a portfolio of 30-40 clients to advise and look to develop this through networking and marketing support. You will also be given the support to develop your experience and be given the support of an administration team, backed up with paraplanning support. You must be an experienced financial planner who holds CII level 4 Diploma status and CAS status, and ideally hold or be working towards Chartered status. Basic salary to £50k, bonus scheme and benefits, hybrid working available.
This national financial planning firm that manages over £12b AUM is currently seeking a financial planner to join its team in central London (city / hybrid working). In this role you will be given initially a portfolio of 30-40 clients to advise and look to develop this through networking and marketing support. You will also be given the support to develop your experience and be given the support of an administration team, backed up with paraplanning support. You must be an experienced financial planner who holds CII level 4 Diploma status and CAS status, and ideally hold or be working towards Chartered status. Basic salary to £50k, bonus scheme and benefits, hybrid working available.
Mar 18, 2026
Full time
This national financial planning firm that manages over £12b AUM is currently seeking a financial planner to join its team in central London (city / hybrid working). In this role you will be given initially a portfolio of 30-40 clients to advise and look to develop this through networking and marketing support. You will also be given the support to develop your experience and be given the support of an administration team, backed up with paraplanning support. You must be an experienced financial planner who holds CII level 4 Diploma status and CAS status, and ideally hold or be working towards Chartered status. Basic salary to £50k, bonus scheme and benefits, hybrid working available.
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company. With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team. With an AUM of approximately £900k per client and year-over-year growth due to the development of a network of introducers, my client is offering a great opportunity for a Financial Administrator to join a growing firm of chartered planners that are starting their second decade of development. As a Financial Administrator your duties will include: Providing proactive and efficient support to directors and consultants of Wealth Management clients. Handling new business and servicing administration, along with general administration and special projects. Direct responsibility will be assigned for specific administrative tasks, requiring effective management. Assisting the office manager in implementing changes to administration procedures to improve efficiencies and continually enhancing processes. Participating in relevant internal and external meetings and courses and offering feedback afterward on how to implement benefits or changes in daily operations. Contributing to team and business development through suggestions, feedback, and active involvement in meetings. Ensuring accurate maintenance and updating of back-office records in response to changes or advisories. Helping colleagues during periods of sickness, increased workloads, or vacation. Experience in processing commission and fee statements and raising invoices within I.O. is preferred. If this Financial Administrator role sounds of interest or you would be interested in hearing about any other role, I am currently working on please get in touch with Joanna at Financial Divisions.
Mar 18, 2026
Full time
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company. With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team. With an AUM of approximately £900k per client and year-over-year growth due to the development of a network of introducers, my client is offering a great opportunity for a Financial Administrator to join a growing firm of chartered planners that are starting their second decade of development. As a Financial Administrator your duties will include: Providing proactive and efficient support to directors and consultants of Wealth Management clients. Handling new business and servicing administration, along with general administration and special projects. Direct responsibility will be assigned for specific administrative tasks, requiring effective management. Assisting the office manager in implementing changes to administration procedures to improve efficiencies and continually enhancing processes. Participating in relevant internal and external meetings and courses and offering feedback afterward on how to implement benefits or changes in daily operations. Contributing to team and business development through suggestions, feedback, and active involvement in meetings. Ensuring accurate maintenance and updating of back-office records in response to changes or advisories. Helping colleagues during periods of sickness, increased workloads, or vacation. Experience in processing commission and fee statements and raising invoices within I.O. is preferred. If this Financial Administrator role sounds of interest or you would be interested in hearing about any other role, I am currently working on please get in touch with Joanna at Financial Divisions.
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
Mar 18, 2026
Full time
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
Mar 18, 2026
Full time
An exciting opportunity has arisen for a Financial Planner to join a highly respected, national wealth management firm as part of its continued expansion across the South West. Our client is a well-established, relationship-led financial services organisation with an extensive UK presence and a longstanding reputation for delivering personalised advice to a broad range of clients. The business manages several billion pounds in client assets and is widely recognised for its client-first culture, strong retention rates and excellent reputation for service quality. Due to significant growth and increased client demand across the South West region, the firm is investing heavily in expanding its advisory team and is now seeking a Financial Adviser to play a key role in developing this area. The Role This is a client-driven Financial Planning role, providing immediate access to a well-developed pipeline of warm opportunities and established referral networks. The successful adviser will: Provide holistic financial planning advice to both new and existing clients Deliver an exceptional level of ongoing service aligned with a relationship-driven advice model Work closely with internal professional partners and local offices to develop client relationships Engage with a strong flow of qualified leads and referrals - ensuring a consistent pipeline of meetings Convert opportunities into long-term advisory relationships Identify new business opportunities to support continued regional growth Contribute to the ongoing expansion of the South West operation The incoming adviser will join a team where client introductions and internal referrals are already in place, ensuring a strong starting point with plenty of qualified leads from day one. About You The client is seeking an individual who combines strong technical knowledge with excellent interpersonal and relationship-building skills. You will ideally have: Level 4 Diploma in Financial Planning (essential) Proven experience operating in a Financial Adviser / Financial Planner role A strong client-centric approach and the ability to build trust quickly Experience working with referrals and professional introducers Commercial awareness and the ability to identify growth opportunities Excellent networking and relationship-management skills The business will also consider the right individual who is currently a: Senior/Level 4 qualified Paraplanner, or Trainee / Associate Financial Planner looking to step into an advisory role within a highly supportive and well-structured environment (Level 6 qualifications desirable but not essential). What's on Offer Basic salary up to £70,000 Performance-related bonus structure Strong lead generation and referral support Established client base and ongoing opportunities Comprehensive benefits package Long-term career development within a highly successful national firm Supportive, relationship-driven culture focused on quality advice rather than volume sales This represents a fantastic opportunity for an adviser looking for a secure, high-quality platform, a consistent flow of clients, and the chance to play a key role in expanding a rapidly growing regional operation within a highly respected wealth management practice.
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 18, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Warwick Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Paraplanner Remote or Chelmsford Based Remote (UK-based) or Chelmsford Office Full-Time Permanent Level 4 Qualified High-Level Technical Paraplanning Role We are recruiting an experienced Paraplanner to support a growing adviser network with high-level technical research, suitability reports, and holistic financial planning. This role can be fully remote or office-based in Chelmsford , depending on your preference. This is a fantastic opportunity for a skilled Paraplanner who enjoys complex casework, collaborating closely with advisers, and contributing to the development of both paraplanners and trainee paraplanners within the team. The Opportunity As a Senior Paraplanner, you will provide advanced technical support across pensions, investments, protection, IHT, and full financial planning. You'll complete detailed research, prepare suitability reports, check and sign off team work, and help ensure all client advice is fully compliant. This position sits within a structured paraplanning function, with clear processes, strong leadership support, and ongoing development pathways. Key Responsibilities Detailed assessment of incoming cases to identify required technical information Prepare recommendation reports, suitability letters and supporting research Create and maintain complete audit trails to justify product and fund recommendations Carry out fund and product research using tools such as Selectapension, Synaptics, Assureweb, Morningstar, FE Analytics Conduct high-level cashflow modelling and forecasting Provide creative, robust financial planning strategies across holistic advice Check and sign off work produced by other paraplanners Support and mentor trainee paraplanners to develop technical capability Liaise with advisers, providers, and internal stakeholders on technical matters Prepare ongoing service reports and ensure all files demonstrate suitability Ensure all work adheres to FCA requirements and internal compliance policies Experience & Qualifications Required Level 4 Diploma qualified (minimum) - essential Significant paraplanning experience in an IFA, network or wealth management environment Strong technical understanding across pensions, investments, protection & tax planning Familiarity with industry research tools (Selectapension, FE Analytics, Synaptics etc.) Experience using back-office systems such as Intelligent Office Excellent written communication and report-writing skills Strong organisation, analytical ability and attention to detail Ability to manage your own workload and support junior members of the team Clear understanding of the financial planning process and regulatory expectations Ideal Candidate Profile You will thrive in this role if you are: Confident communicating with advisers, clients, and providers Capable of taking initiative while also collaborating within a wider team Calm under pressure with strong problem-solving skills Passionate about maintaining high technical standards Keen to continue your own professional development Adaptable, proactive, and committed to delivering excellent client outcomes Working Arrangement You can choose to work: Fully Remote (UK-based) , or From the Chelmsford office Hybrid flexibility is available depending on your preference and proximity. Why Apply? Senior, technically varied paraplanning role Work with a wide range of advisers and complex cases Clear opportunities for progression and leadership development Supportive internal structure and established processes Flexible working model to suit your lifestyle How to Apply If you're a Level 4 qualified Paraplanner looking for a flexible, technically challenging role with a supportive team environment, we'd love to hear from you. Click Apply Now or send your CV for immediate consideration.
Mar 18, 2026
Full time
Paraplanner Remote or Chelmsford Based Remote (UK-based) or Chelmsford Office Full-Time Permanent Level 4 Qualified High-Level Technical Paraplanning Role We are recruiting an experienced Paraplanner to support a growing adviser network with high-level technical research, suitability reports, and holistic financial planning. This role can be fully remote or office-based in Chelmsford , depending on your preference. This is a fantastic opportunity for a skilled Paraplanner who enjoys complex casework, collaborating closely with advisers, and contributing to the development of both paraplanners and trainee paraplanners within the team. The Opportunity As a Senior Paraplanner, you will provide advanced technical support across pensions, investments, protection, IHT, and full financial planning. You'll complete detailed research, prepare suitability reports, check and sign off team work, and help ensure all client advice is fully compliant. This position sits within a structured paraplanning function, with clear processes, strong leadership support, and ongoing development pathways. Key Responsibilities Detailed assessment of incoming cases to identify required technical information Prepare recommendation reports, suitability letters and supporting research Create and maintain complete audit trails to justify product and fund recommendations Carry out fund and product research using tools such as Selectapension, Synaptics, Assureweb, Morningstar, FE Analytics Conduct high-level cashflow modelling and forecasting Provide creative, robust financial planning strategies across holistic advice Check and sign off work produced by other paraplanners Support and mentor trainee paraplanners to develop technical capability Liaise with advisers, providers, and internal stakeholders on technical matters Prepare ongoing service reports and ensure all files demonstrate suitability Ensure all work adheres to FCA requirements and internal compliance policies Experience & Qualifications Required Level 4 Diploma qualified (minimum) - essential Significant paraplanning experience in an IFA, network or wealth management environment Strong technical understanding across pensions, investments, protection & tax planning Familiarity with industry research tools (Selectapension, FE Analytics, Synaptics etc.) Experience using back-office systems such as Intelligent Office Excellent written communication and report-writing skills Strong organisation, analytical ability and attention to detail Ability to manage your own workload and support junior members of the team Clear understanding of the financial planning process and regulatory expectations Ideal Candidate Profile You will thrive in this role if you are: Confident communicating with advisers, clients, and providers Capable of taking initiative while also collaborating within a wider team Calm under pressure with strong problem-solving skills Passionate about maintaining high technical standards Keen to continue your own professional development Adaptable, proactive, and committed to delivering excellent client outcomes Working Arrangement You can choose to work: Fully Remote (UK-based) , or From the Chelmsford office Hybrid flexibility is available depending on your preference and proximity. Why Apply? Senior, technically varied paraplanning role Work with a wide range of advisers and complex cases Clear opportunities for progression and leadership development Supportive internal structure and established processes Flexible working model to suit your lifestyle How to Apply If you're a Level 4 qualified Paraplanner looking for a flexible, technically challenging role with a supportive team environment, we'd love to hear from you. Click Apply Now or send your CV for immediate consideration.
Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove (Office-based) Salary: £26,000 - £30,000 DOE Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries Handling client correspondence and maintaining accurate records Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What's in it for you: 28 days' holiday Statutory sick pay Quarterly performance bonus scheme Auto-enrolment pension Study support Flexitime Private medical insurance Long-term career progression Employer pension contributions Skills and experience required: A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 18, 2026
Full time
Job Title: IFA Administrator Industry: Financial Services Location: Bromsgrove (Office-based) Salary: £26,000 - £30,000 DOE Reference Number: 10179 Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team. As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing. Responsibilities: Arranging client meetings, preparing valuations and meeting packs, and managing advisers' diaries Handling client correspondence and maintaining accurate records Ensuring all documentation meets FCA regulatory standards and internal compliance requirements What's in it for you: 28 days' holiday Statutory sick pay Quarterly performance bonus scheme Auto-enrolment pension Study support Flexitime Private medical insurance Long-term career progression Employer pension contributions Skills and experience required: A minimum of 2 years' experience as an Administrator within an Independent Financial Adviser firm Experience using Intelligent Office or Dynamic Planner is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 18, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 18, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 18, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation, all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Mar 18, 2026
Full time
Basic Up to £80k + Package + Paraplanning + Bonuses - no validation - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543
Transport Planner Salary: £30,000 Contract: Temp to Perm Hours: Monday to Friday, 7:30am - 5:00pm Overtime available We are currently recruiting on behalf of a well-established Plant & Tool Hire Company seeking an experienced Transport Planner who can hit the ground running and thrive in a fast-paced environment. This is a fantastic opportunity for a motivated individual to play a key role in ensuring the safe, efficient, and compliant operation of transport services across multiple depots. The Role You will be responsible for planning and delivering effective and efficient transport routes across multiple depots, managing up to approximately 10 drivers or 8 vehicles. You will actively contribute to maintaining the highest standards of safety, compliance, and operational performance. Key Responsibilities Drive route efficiency through regular review processes and compliance checks to optimise van/LGV schedules and 3PL usage Deliver operational performance in line with agreed KPI targets KPIs include: On-time delivery performance Vehicle productivity (Jobs Per Vehicle - JPV) Reduction in vehicle accidents through proactive safety measures Maximising vehicle uptime by minimising Vehicle Off Road (VOR) time Ensuring 100% POD (Proof of Delivery) and POC compliance to protect revenue Proactively reducing missed time slots and late deliveries Resolving transport-related issues raised by customers and drivers Conducting driver briefings and debriefings About You To succeed in this role, you will bring: Strong organisational skills with the ability to remain calm and composed under pressure Experience coordinating resources and routes across multiple depots, including vehicles and drivers Previous transport planning experience within a similar or transferable environment Knowledge of route planning and optimisation, transport compliance, and O Licence regulations A Transport Manager CPC qualification (or working towards) is highly desirable Strong IT skills, including experience with systems such as Paragon, JobWatch (BigChange), or Rotec, alongside Microsoft applications including Excel, Access, and Business Objects Excellent geographical knowledge of the UK road network A personable and professional approach with a positive, "can-do" attitude Commercial awareness and understanding of cost impact within transport operations A proactive and forward-thinking mindset, with strong problem-solving ability in a fast-paced environment If you are looking for your next opportunity within transport planning, we would love to hear from you. Apply now or call us on
Mar 18, 2026
Full time
Transport Planner Salary: £30,000 Contract: Temp to Perm Hours: Monday to Friday, 7:30am - 5:00pm Overtime available We are currently recruiting on behalf of a well-established Plant & Tool Hire Company seeking an experienced Transport Planner who can hit the ground running and thrive in a fast-paced environment. This is a fantastic opportunity for a motivated individual to play a key role in ensuring the safe, efficient, and compliant operation of transport services across multiple depots. The Role You will be responsible for planning and delivering effective and efficient transport routes across multiple depots, managing up to approximately 10 drivers or 8 vehicles. You will actively contribute to maintaining the highest standards of safety, compliance, and operational performance. Key Responsibilities Drive route efficiency through regular review processes and compliance checks to optimise van/LGV schedules and 3PL usage Deliver operational performance in line with agreed KPI targets KPIs include: On-time delivery performance Vehicle productivity (Jobs Per Vehicle - JPV) Reduction in vehicle accidents through proactive safety measures Maximising vehicle uptime by minimising Vehicle Off Road (VOR) time Ensuring 100% POD (Proof of Delivery) and POC compliance to protect revenue Proactively reducing missed time slots and late deliveries Resolving transport-related issues raised by customers and drivers Conducting driver briefings and debriefings About You To succeed in this role, you will bring: Strong organisational skills with the ability to remain calm and composed under pressure Experience coordinating resources and routes across multiple depots, including vehicles and drivers Previous transport planning experience within a similar or transferable environment Knowledge of route planning and optimisation, transport compliance, and O Licence regulations A Transport Manager CPC qualification (or working towards) is highly desirable Strong IT skills, including experience with systems such as Paragon, JobWatch (BigChange), or Rotec, alongside Microsoft applications including Excel, Access, and Business Objects Excellent geographical knowledge of the UK road network A personable and professional approach with a positive, "can-do" attitude Commercial awareness and understanding of cost impact within transport operations A proactive and forward-thinking mindset, with strong problem-solving ability in a fast-paced environment If you are looking for your next opportunity within transport planning, we would love to hear from you. Apply now or call us on
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. About the Role As a Resource Planner within our National Resourcing Team, you will support the effective deployment of people across the Audit service line. You will manage a defined portfolio, coordinate day-to-day resourcing activity, and work closely with engagement teams and client managers to ensure work is allocated appropriately and in line with business priorities. This role is well suited to individuals with experience in resourcing, scheduling, workforce planning, or operational roles who are looking to develop their skills in a supportive and collaborative environment. Key Responsibilities Resource Coordination & Planning Manage and action resourcing requests using the scheduling system, Retain, ensuring accuracy and timely updates. Take ownership of your inbox, responding to queries and progressing actions from stakeholders. Support planning cycles by coordinating data updates, performing checks, and assisting in resolving scheduling issues. Help identify and resolve portfolio conflicts through clear communication, simple scenario analysis, and 1:1 conversations with stakeholders, seeking support from senior team members where appropriate. Stakeholder Engagement Build positive, professional relationships with your stakeholders and engagement teams. Act as a reliable point of contact for queries relating to resource availability, allocations, and scheduling. Provide clear and timely updates to stakeholders, ensuring expectations are managed throughout. Problem Solving & Operational Support Support the team in managing competing priorities using a practical, solutions-focused approach. Work through resourcing challenges with guidance where needed, demonstrating good judgement and attention to detail. Maintain a calm and organised approach during busy periods or when priorities shift. Onboarding Support Assist with onboarding new joiners across onshore and offshore teams. Help ensure new starters are allocated People Managers, Buddies, and suitable early-stage work to support a smooth transition into the business Data, Reporting & Insight Maintain accurate, up-to-date information in Retain through regular checks and updates. Produce weekly MI reports and highlight any emerging trends, issues, or capacity concerns to the Resource Manager. Escalate risks or utilisation concerns in a timely and clear manner. Continuous Improvement Identify small process improvements that support consistency and efficiency across the resourcing team. Contribute to team initiatives aimed at strengthening operational processes and ways of working. About You Excellent attention to detail and accuracy Clear, confident communication and strong relationship-building skills Strong organisational ability and effective workload management Collaborative mindset with a willingness to learn Experience in resourcing, workforce planning, scheduling or similar operational environments Confidence using data and sound judgement to support decisions Ability to prioritise and adapt in a fast-paced environment Proactive, solutions-focused approach with a drive for continuous improvement Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications and experience.We welcome applicants who will contribute to our diverse, equitable, and inclusive culture. We know that a variety of perspectives creates stronger outcomes for our clients and our people. All candidates are selected based on skills, knowledge and experience.
Mar 18, 2026
Full time
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact. About the Role As a Resource Planner within our National Resourcing Team, you will support the effective deployment of people across the Audit service line. You will manage a defined portfolio, coordinate day-to-day resourcing activity, and work closely with engagement teams and client managers to ensure work is allocated appropriately and in line with business priorities. This role is well suited to individuals with experience in resourcing, scheduling, workforce planning, or operational roles who are looking to develop their skills in a supportive and collaborative environment. Key Responsibilities Resource Coordination & Planning Manage and action resourcing requests using the scheduling system, Retain, ensuring accuracy and timely updates. Take ownership of your inbox, responding to queries and progressing actions from stakeholders. Support planning cycles by coordinating data updates, performing checks, and assisting in resolving scheduling issues. Help identify and resolve portfolio conflicts through clear communication, simple scenario analysis, and 1:1 conversations with stakeholders, seeking support from senior team members where appropriate. Stakeholder Engagement Build positive, professional relationships with your stakeholders and engagement teams. Act as a reliable point of contact for queries relating to resource availability, allocations, and scheduling. Provide clear and timely updates to stakeholders, ensuring expectations are managed throughout. Problem Solving & Operational Support Support the team in managing competing priorities using a practical, solutions-focused approach. Work through resourcing challenges with guidance where needed, demonstrating good judgement and attention to detail. Maintain a calm and organised approach during busy periods or when priorities shift. Onboarding Support Assist with onboarding new joiners across onshore and offshore teams. Help ensure new starters are allocated People Managers, Buddies, and suitable early-stage work to support a smooth transition into the business Data, Reporting & Insight Maintain accurate, up-to-date information in Retain through regular checks and updates. Produce weekly MI reports and highlight any emerging trends, issues, or capacity concerns to the Resource Manager. Escalate risks or utilisation concerns in a timely and clear manner. Continuous Improvement Identify small process improvements that support consistency and efficiency across the resourcing team. Contribute to team initiatives aimed at strengthening operational processes and ways of working. About You Excellent attention to detail and accuracy Clear, confident communication and strong relationship-building skills Strong organisational ability and effective workload management Collaborative mindset with a willingness to learn Experience in resourcing, workforce planning, scheduling or similar operational environments Confidence using data and sound judgement to support decisions Ability to prioritise and adapt in a fast-paced environment Proactive, solutions-focused approach with a drive for continuous improvement Diversity, Equity, and Inclusion At Forvis Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business. We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age, and disability. Forvis Mazars selects candidates based on skills, knowledge, qualifications and experience.We welcome applicants who will contribute to our diverse, equitable, and inclusive culture. We know that a variety of perspectives creates stronger outcomes for our clients and our people. All candidates are selected based on skills, knowledge and experience.
Financial Planning Director - Birmingham Location: Birmingham Package: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office . This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values. The Opportunity As Financial Planning Director , you will work closely with the Office Lead , a highly experienced Financial Planner, and the company's Investment Managers to deliver a seamless, client-focused wealth management service. Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking. You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service. Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base. Key Responsibilities Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning. Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service. Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions. Drive new business opportunities through proactive networking, referrals, and professional partnerships. Lead, mentor, and develop paraplanners and support staff within the office. Contribute to the continued commercial growth and strategic development of the Birmingham office. Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions. About You Chartered Financial Planner (or close to Chartered status). Proven success in new business development and long-term client relationship management. Strong technical knowledge across all areas of financial planning. Commercially astute with excellent communication and interpersonal skills. Experienced team leader who can inspire and develop others. Ideally experienced in Defined Benefit Pension Scheme transfers. Collaborative, empathetic, and motivated by shared success. Package and Benefits The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including: 9% employer pension contribution 10x death in service cover Share plan Private medical insurance and dental cover Study support and professional development opportunities Discretionary annual bonus based on performance The package is negotiable to attract the right candidate. Why Apply? This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office. If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.
Mar 17, 2026
Full time
Financial Planning Director - Birmingham Location: Birmingham Package: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office . This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values. The Opportunity As Financial Planning Director , you will work closely with the Office Lead , a highly experienced Financial Planner, and the company's Investment Managers to deliver a seamless, client-focused wealth management service. Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking. You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service. Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base. Key Responsibilities Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning. Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service. Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions. Drive new business opportunities through proactive networking, referrals, and professional partnerships. Lead, mentor, and develop paraplanners and support staff within the office. Contribute to the continued commercial growth and strategic development of the Birmingham office. Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions. About You Chartered Financial Planner (or close to Chartered status). Proven success in new business development and long-term client relationship management. Strong technical knowledge across all areas of financial planning. Commercially astute with excellent communication and interpersonal skills. Experienced team leader who can inspire and develop others. Ideally experienced in Defined Benefit Pension Scheme transfers. Collaborative, empathetic, and motivated by shared success. Package and Benefits The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including: 9% employer pension contribution 10x death in service cover Share plan Private medical insurance and dental cover Study support and professional development opportunities Discretionary annual bonus based on performance The package is negotiable to attract the right candidate. Why Apply? This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office. If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.
Job Title: Paraplanner Industry: Financial Planning Location: Durham Salary: £36,000 - £50,000 Job reference: 10068 Recruit UK are working on an excellent opportunity for a Paraplanner in Durham to join a fast growing well-established Independent Financial Advice firm. They deal with mass affluent and high net worth private individuals and business clients. They have professional relationships with solicitors, accountants and insurance brokers across the region. They have a strong presence in the area and are expanding their IFA services through growth. They are a pensions specialist advice firm. The ideal candidate will need to have good paraplanning experience and ideally be level 4 diploma in financial planning qualified. You will be part of a paraplanning team, supporting Financial Advisers dealing with High Net Worth clients advising on all areas of financial advice. Providing full paraplanning services: Report writing, Research and Analysis. What's in it for you: Basic salary up to £50,000 + Bonuses Offices in Durham Join friendly paraplanning team Scope for personal development Office Based + Flexible Working 28 days holiday plus Bank Holidays includes Christmas Closure Pension Death in Service circa 5 times Generous Study/Training Program Skills and experience required: 3 years+ Paraplanning Experience Ideally Level 4 Diploma (will consider pt qualified) About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a fast growing Independent Financial Advice Company in Durham on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Mar 17, 2026
Full time
Job Title: Paraplanner Industry: Financial Planning Location: Durham Salary: £36,000 - £50,000 Job reference: 10068 Recruit UK are working on an excellent opportunity for a Paraplanner in Durham to join a fast growing well-established Independent Financial Advice firm. They deal with mass affluent and high net worth private individuals and business clients. They have professional relationships with solicitors, accountants and insurance brokers across the region. They have a strong presence in the area and are expanding their IFA services through growth. They are a pensions specialist advice firm. The ideal candidate will need to have good paraplanning experience and ideally be level 4 diploma in financial planning qualified. You will be part of a paraplanning team, supporting Financial Advisers dealing with High Net Worth clients advising on all areas of financial advice. Providing full paraplanning services: Report writing, Research and Analysis. What's in it for you: Basic salary up to £50,000 + Bonuses Offices in Durham Join friendly paraplanning team Scope for personal development Office Based + Flexible Working 28 days holiday plus Bank Holidays includes Christmas Closure Pension Death in Service circa 5 times Generous Study/Training Program Skills and experience required: 3 years+ Paraplanning Experience Ideally Level 4 Diploma (will consider pt qualified) About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a fast growing Independent Financial Advice Company in Durham on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. Additional information: Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
My client is a highly regarded, established and award winning wealth management organisation and due to growth and forward planning, they currently seek an experienced Financial Planner to join their Edinburgh office. The firm provides holistic financial planning and wealth management services to private clients and prides itself on a client-first culture, strong professional ethics and long-term relationship management. The successful candidate will join a collaborative advisory environment working alongside investment professionals and specialist teams to deliver tailored financial planning solutions. The role offers the opportunity to build and develop a high-quality client bank through professional introducer relationships, internal referrals and networking activity, while contributing to the continued growth and development of the financial planning proposition. The organisation places strong emphasis on professionalism, regulatory excellence and long-term client outcomes, supporting advisers in achieving Chartered status and maintaining the highest standards of FCA-regulated advice. CORE RESPONSIBILITIES Provide holistic financial planning and wealth management advice to private clients. Build and develop a client bank through introducer relationships including solicitors, accountants and other professional contacts. Work collaboratively with internal investment professionals to deliver integrated wealth management solutions. Maintain long-term relationships with clients, providing ongoing financial planning advice and regular reviews. Support the development of the financial planning offering within the wider business. Share technical knowledge with colleagues and mentor junior team members. Ensure all client advice and communications adhere to regulatory standards and internal compliance procedures. Maintain professional standards in line with FCA requirements and the Senior Managers and Certification Regime. QUALIFICATIONS & EXPERIENCE Significant financial planning experience in the private client field Minimum DipFA qualified with progression towards Chartered Financial Planner status expected if not already held Proven track record of building and managing a private client portfolio Experience delivering holistic financial planning advice SKILLS & ATTRIBUTES Strong client relationship management skills Excellent networking and communication abilities Commercial awareness and results-driven mindset Strong understanding of financial planning regulations and compliance Ability to work collaboratively in a professional advisory environment
Mar 17, 2026
Full time
My client is a highly regarded, established and award winning wealth management organisation and due to growth and forward planning, they currently seek an experienced Financial Planner to join their Edinburgh office. The firm provides holistic financial planning and wealth management services to private clients and prides itself on a client-first culture, strong professional ethics and long-term relationship management. The successful candidate will join a collaborative advisory environment working alongside investment professionals and specialist teams to deliver tailored financial planning solutions. The role offers the opportunity to build and develop a high-quality client bank through professional introducer relationships, internal referrals and networking activity, while contributing to the continued growth and development of the financial planning proposition. The organisation places strong emphasis on professionalism, regulatory excellence and long-term client outcomes, supporting advisers in achieving Chartered status and maintaining the highest standards of FCA-regulated advice. CORE RESPONSIBILITIES Provide holistic financial planning and wealth management advice to private clients. Build and develop a client bank through introducer relationships including solicitors, accountants and other professional contacts. Work collaboratively with internal investment professionals to deliver integrated wealth management solutions. Maintain long-term relationships with clients, providing ongoing financial planning advice and regular reviews. Support the development of the financial planning offering within the wider business. Share technical knowledge with colleagues and mentor junior team members. Ensure all client advice and communications adhere to regulatory standards and internal compliance procedures. Maintain professional standards in line with FCA requirements and the Senior Managers and Certification Regime. QUALIFICATIONS & EXPERIENCE Significant financial planning experience in the private client field Minimum DipFA qualified with progression towards Chartered Financial Planner status expected if not already held Proven track record of building and managing a private client portfolio Experience delivering holistic financial planning advice SKILLS & ATTRIBUTES Strong client relationship management skills Excellent networking and communication abilities Commercial awareness and results-driven mindset Strong understanding of financial planning regulations and compliance Ability to work collaboratively in a professional advisory environment
Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
Mar 17, 2026
Full time
Salary: Up to £70,000 + bonus + benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections. The Role Provide high-quality, independent financial advice tailored to each client's goals Build and maintain trusted, long-term client relationships Manage and grow a portfolio, with access to an existing client bank and new business leads Collaborate with paraplanners and administrators to ensure a seamless client journey Keep up to date with market, product, and regulatory changes About You My client is happy to consider Advisers at any level - whether newly qualified, experienced, or Chartered. Level 4 Diploma in Regulated Financial Planning (minimum) Excellent communication and relationship-building skills Client-focused, ethical, and proactive approach Ambitious with a genuine desire to grow and develop professionally For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status. What's on Offer Salary up to £70,000 (depending on experience) Award-winning, forward-thinking firm with a collaborative and supportive culture Access to an established client base and strong referral network Full paraplanning and administrative support Ongoing training and career progression opportunities Competitive bonus scheme and comprehensive benefits If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm - my client would love to hear from you. Please contact Sam at Financial Divisions.
