Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Aug 24, 2026
Full time
Senior Technical Administrator Offices near Horsham (Sussex) Boutique IFA with 400 clients £38k - £42k basic salary plus discretionary bonus 23 days holiday + bank holidays Your Birthday off work Full study support for industry exams My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Senior Technical Administrator who will be responsible for conducting end to end administration and also some paraplanning work supporting with the entire back-office function within the business. Duties will include suitability report writing, processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 3 year of wealth management experience but team fit will be crucial for this role so a slightly more junior candidate will be considered. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their Bath team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection. What's on offer: Hybrid working Salary £50,000 (depending on experience) Attractive annual bonus 25 days annual leave/holiday trading (buy/sell) Life insurance - 4x base salary Private medical insurance What we're looking for: Diploma qualified or working towards Chartered status Solid paraplanning experience, with strong technical knowledge Excellent report writing and research skills Proactive, detail-oriented and confident working closely with Advisers and clients This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. If you're ready to take the next step in your paraplanning career, apply today via Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Aug 24, 2026
Full time
I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their Bath team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection. What's on offer: Hybrid working Salary £50,000 (depending on experience) Attractive annual bonus 25 days annual leave/holiday trading (buy/sell) Life insurance - 4x base salary Private medical insurance What we're looking for: Diploma qualified or working towards Chartered status Solid paraplanning experience, with strong technical knowledge Excellent report writing and research skills Proactive, detail-oriented and confident working closely with Advisers and clients This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. If you're ready to take the next step in your paraplanning career, apply today via Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator. Permanent position. This role will be based in Edinburgh. Salary £33,000 - £43,000, depending on experience Key Responsibilities Provide high-level administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications across pensions, investments and protection. Liaise with clients, providers and third parties to obtain information and progress cases. Prepare client review packs and supporting documentation. Process investment, pension and protection business accurately and efficiently. Maintain accurate client records and ensure CRM systems are kept fully up to date. Deal with valuations, withdrawals, transfers and other client servicing requests. Monitor new business through to completion and resolve any outstanding requirements. Ensure all work is completed in line with FCA requirements and internal compliance procedures. Support and mentor more junior members of the administration team where required. Skills & Experience Strong previous experience within an IFA, wealth management or financial planning environment. FPC qualification or equivalent is required. Good understanding of pensions, investments and protection products. Experience supporting Financial Advisers with new business and ongoing client servicing. Strong knowledge of financial services administration and compliance requirements. Excellent attention to detail and organisational skills. Confident communicating with clients, advisers and product providers. Ability to manage a busy workload and prioritise multiple cases. Experience using financial planning CRM or back-office systems would be advantageous. What's on Offer Salary of £33,000 - £43,000 depending on experience. Permanent, full-time position. Opportunity to join an established financial planning business. Long-term career progression. Ongoing training and professional development. Supportive and professional working environment. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Aug 24, 2026
Full time
FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator. Permanent position. This role will be based in Edinburgh. Salary £33,000 - £43,000, depending on experience Key Responsibilities Provide high-level administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications across pensions, investments and protection. Liaise with clients, providers and third parties to obtain information and progress cases. Prepare client review packs and supporting documentation. Process investment, pension and protection business accurately and efficiently. Maintain accurate client records and ensure CRM systems are kept fully up to date. Deal with valuations, withdrawals, transfers and other client servicing requests. Monitor new business through to completion and resolve any outstanding requirements. Ensure all work is completed in line with FCA requirements and internal compliance procedures. Support and mentor more junior members of the administration team where required. Skills & Experience Strong previous experience within an IFA, wealth management or financial planning environment. FPC qualification or equivalent is required. Good understanding of pensions, investments and protection products. Experience supporting Financial Advisers with new business and ongoing client servicing. Strong knowledge of financial services administration and compliance requirements. Excellent attention to detail and organisational skills. Confident communicating with clients, advisers and product providers. Ability to manage a busy workload and prioritise multiple cases. Experience using financial planning CRM or back-office systems would be advantageous. What's on Offer Salary of £33,000 - £43,000 depending on experience. Permanent, full-time position. Opportunity to join an established financial planning business. Long-term career progression. Ongoing training and professional development. Supportive and professional working environment. For further information on this opportunity, or any other jobs, please apply via the link below or contact FindCore in the strictest confidence.
Exchange Street Claims & Financial Services
Bury, Lancashire
Not every job needs to promise the earth. Sometimes you just want a good salary, experienced advisers, a proper paraplanning team and a business that isn't trying to reinvent your working week every six months. This is one of those jobs. It's a paraplanning role in Bury paying up to £45,000, supporting three senior IFAs who've all been with the business for over 20 years. It's hybrid, with three days a week in the Bury office. And it also comes with 4 x DIS, pension, 25 days holiday and support with further exams. THE JOB You'll join an established team of four paraplanners, replacing someone who is retiring. It's a slick operation so you'll walk into an efficient, supportive team. The work is what you'd expect: research, analysis and suitability reports around pensions, investments, IHT/estate planning and helping experienced advisers put good advice together properly. They use Xplan, FE Analytics, EV, Selectapension and iPipeline, alongside platforms including AJ Bell, Quilter, FundsNetwork, Elevate and Prudential. WHAT YOU'LL NEED They're refreshingly sensible about qualifications. You don't necessarily need to be Diploma qualified if you've already got good paraplanning experience. They may also consider a strong financial planning administrator who's already doing some technical work and is ready to step up. So no fireworks. No "once-in-a-lifetime opportunity". No claims that you'll transform the future of financial advice before lunch. Just a solid paraplanning job, with a stable team, experienced advisers and a decent salary. Sometimes that's plenty. - Interested? Click apply and we'll tell you more. No up to date CV? Don't worry, send us what you have and we can come to the CV later. Everyone gets a response.
Aug 24, 2026
Full time
Not every job needs to promise the earth. Sometimes you just want a good salary, experienced advisers, a proper paraplanning team and a business that isn't trying to reinvent your working week every six months. This is one of those jobs. It's a paraplanning role in Bury paying up to £45,000, supporting three senior IFAs who've all been with the business for over 20 years. It's hybrid, with three days a week in the Bury office. And it also comes with 4 x DIS, pension, 25 days holiday and support with further exams. THE JOB You'll join an established team of four paraplanners, replacing someone who is retiring. It's a slick operation so you'll walk into an efficient, supportive team. The work is what you'd expect: research, analysis and suitability reports around pensions, investments, IHT/estate planning and helping experienced advisers put good advice together properly. They use Xplan, FE Analytics, EV, Selectapension and iPipeline, alongside platforms including AJ Bell, Quilter, FundsNetwork, Elevate and Prudential. WHAT YOU'LL NEED They're refreshingly sensible about qualifications. You don't necessarily need to be Diploma qualified if you've already got good paraplanning experience. They may also consider a strong financial planning administrator who's already doing some technical work and is ready to step up. So no fireworks. No "once-in-a-lifetime opportunity". No claims that you'll transform the future of financial advice before lunch. Just a solid paraplanning job, with a stable team, experienced advisers and a decent salary. Sometimes that's plenty. - Interested? Click apply and we'll tell you more. No up to date CV? Don't worry, send us what you have and we can come to the CV later. Everyone gets a response.
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
Aug 24, 2026
Full time
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network. The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support. The Opportunity This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years. As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career. The portfolio consists of approximately: 200-230 households Over £450,000 in recurring annual revenue Significant assets under management A loyal and established client base Continued access to quality leads generated by the business Alongside inheriting existing relationships, you will also benefit from ongoing lead generation and referral opportunities, creating scope for further growth over time. The Role You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including: Retirement Planning Investment Advice Pension Planning Estate Planning Protection Planning Intergenerational Wealth Planning You will work closely with a highly experienced support team and be backed by dedicated administration and paraplanning support, enabling you to focus on client outcomes and relationship management. About You We are interested in speaking with Financial Planners who combine technical capability with excellent interpersonal skills. You'll ideally demonstrate: Previous experience as a Financial Planner / Financial Adviser Level 4 Diploma qualified (minimum) Strong relationship-building and communication skills A client-centric approach to financial planning A stable and consistent career history Professionalism, warmth and credibility when engaging with clients The ability to build trust and establish long-term relationships Whilst technical experience is important, personality and cultural fit are equally critical. The hiring manager is looking for somebody who clients naturally feel comfortable with and who embodies the firm's relationship-led approach to financial planning. On-site and nearby parking available Due to the nature of the client base and team culture, advisers are expected to maintain a strong office presence and actively engage with colleagues and clients. This is a hybrid working role - 3 days in the office and 2 from home.
Aug 24, 2026
Full time
Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network. The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support. The Opportunity This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years. As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career. The portfolio consists of approximately: 200-230 households Over £450,000 in recurring annual revenue Significant assets under management A loyal and established client base Continued access to quality leads generated by the business Alongside inheriting existing relationships, you will also benefit from ongoing lead generation and referral opportunities, creating scope for further growth over time. The Role You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including: Retirement Planning Investment Advice Pension Planning Estate Planning Protection Planning Intergenerational Wealth Planning You will work closely with a highly experienced support team and be backed by dedicated administration and paraplanning support, enabling you to focus on client outcomes and relationship management. About You We are interested in speaking with Financial Planners who combine technical capability with excellent interpersonal skills. You'll ideally demonstrate: Previous experience as a Financial Planner / Financial Adviser Level 4 Diploma qualified (minimum) Strong relationship-building and communication skills A client-centric approach to financial planning A stable and consistent career history Professionalism, warmth and credibility when engaging with clients The ability to build trust and establish long-term relationships Whilst technical experience is important, personality and cultural fit are equally critical. The hiring manager is looking for somebody who clients naturally feel comfortable with and who embodies the firm's relationship-led approach to financial planning. On-site and nearby parking available Due to the nature of the client base and team culture, advisers are expected to maintain a strong office presence and actively engage with colleagues and clients. This is a hybrid working role - 3 days in the office and 2 from home.
Paraplanner Location: Reigate, Surrey Salary: Up to £60,000 Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop? We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Reigate that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment. The Role As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients. You'll enjoy a varied role where you'll be involved in: Preparing suitability reports and technical documentation. Conducting research across pensions, investments and protection products. Producing financial analysis and supporting recommendations. Preparing post-meeting documentation, including fund switches and withdrawals. Liaising with providers and third parties to obtain policy information. Managing your own workflow while ensuring deadlines are met. Supporting advisers with client queries and ongoing servicing requirements. Working collaboratively with the wider client support and operations teams. Contributing to business projects and regulatory initiatives where required. About You We're looking for someone who is technically strong, organised and enjoys working in a collaborative financial planning environment. You'll ideally have: Previous experience in a Paraplanning or Senior Financial Planning Administrator role. Strong knowledge of pensions, investments and financial planning products. Experience preparing suitability reports and conducting technical research. Excellent communication and organisational skills. High attention to detail and the ability to manage multiple priorities. A proactive approach with a genuine commitment to delivering excellent client outcomes. Progress towards, or completion of, Level 4 Diploma qualifications would be advantageous. What's on Offer? Salary up to £60,000 depending on experience. Supportive and collaborative working environment. Excellent opportunities for continued professional development. Exposure to complex financial planning cases. Long-term career progression within an established and growing business. If you're looking to join a quality-focused financial planning firm where you can further develop your technical skills and make a real impact, we'd love to hear from you.
Aug 24, 2026
Full time
Paraplanner Location: Reigate, Surrey Salary: Up to £60,000 Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop? We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Reigate that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment. The Role As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients. You'll enjoy a varied role where you'll be involved in: Preparing suitability reports and technical documentation. Conducting research across pensions, investments and protection products. Producing financial analysis and supporting recommendations. Preparing post-meeting documentation, including fund switches and withdrawals. Liaising with providers and third parties to obtain policy information. Managing your own workflow while ensuring deadlines are met. Supporting advisers with client queries and ongoing servicing requirements. Working collaboratively with the wider client support and operations teams. Contributing to business projects and regulatory initiatives where required. About You We're looking for someone who is technically strong, organised and enjoys working in a collaborative financial planning environment. You'll ideally have: Previous experience in a Paraplanning or Senior Financial Planning Administrator role. Strong knowledge of pensions, investments and financial planning products. Experience preparing suitability reports and conducting technical research. Excellent communication and organisational skills. High attention to detail and the ability to manage multiple priorities. A proactive approach with a genuine commitment to delivering excellent client outcomes. Progress towards, or completion of, Level 4 Diploma qualifications would be advantageous. What's on Offer? Salary up to £60,000 depending on experience. Supportive and collaborative working environment. Excellent opportunities for continued professional development. Exposure to complex financial planning cases. Long-term career progression within an established and growing business. If you're looking to join a quality-focused financial planning firm where you can further develop your technical skills and make a real impact, we'd love to hear from you.
Senior Paraplanner Taunton Hybrid Working (3 Days Office, 2 Days Home) Up to £50,000 + Excellent Benefits Are you an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies? This is an exciting opportunity to join a highly regarded and growing financial planning team where you'll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you'll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals. You'll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning. The Role As a Senior Paraplanner, you will: Work closely with Financial Planners and Client Executives to deliver a seamless client experience. Produce high-quality suitability reports that clearly explain recommendations and outcomes. Conduct technical research across pensions, investments, protection, and wider financial planning areas. Use cashflow modelling and scenario planning tools to support client decision-making. Analyse and review fact-finds, risk profiles, and client information to identify opportunities and potential gaps. Assist in the development and review of complex financial planning strategies. Prepare application forms and supporting documentation for new business and existing client changes. Liaise with providers, clients, and colleagues to obtain information and resolve queries efficiently. Maintain accurate client records and ensure compliance with regulatory requirements. Keep up to date with industry developments, tax legislation, and FCA regulations. Contribute ideas and best practice to help improve processes and client outcomes. About You To be successful, you will have: Previous experience in a Paraplanning role. CII Level 4 Diploma in Financial Planning (or equivalent). Strong technical knowledge across pensions, investments, and protection products. Excellent understanding of FCA regulations and compliance requirements. The ability to simplify complex financial concepts into clear and concise reports. Experience using financial planning software, cashflow modelling tools, CRM systems, and Microsoft Office. Strong analytical and problem-solving skills with excellent attention to detail. What's on Offer? Salary up to £50,000 Hybrid working pattern (3 days in the office, 2 days from home) Generous pension contribution Life assurance and income protection Health cash plan Virtual GP services and employee assistance programme Enhanced family-friendly benefits Option to purchase additional annual leave Paid volunteering day Cycle to work scheme Gym and wellbeing discounts Ongoing professional development and support towards further qualifications Clear career progression opportunities Why Apply? This is an excellent opportunity for a talented Paraplanner who wants more than just report writing. You'll be part of a forward-thinking team where your technical expertise is valued, your ideas are heard, and your professional development is actively supported. If you're looking for a rewarding role with genuine career progression, flexibility, and the chance to make a real impact on clients' financial futures, we'd love to hear from you.
Aug 24, 2026
Full time
Senior Paraplanner Taunton Hybrid Working (3 Days Office, 2 Days Home) Up to £50,000 + Excellent Benefits Are you an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies? This is an exciting opportunity to join a highly regarded and growing financial planning team where you'll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you'll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals. You'll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning. The Role As a Senior Paraplanner, you will: Work closely with Financial Planners and Client Executives to deliver a seamless client experience. Produce high-quality suitability reports that clearly explain recommendations and outcomes. Conduct technical research across pensions, investments, protection, and wider financial planning areas. Use cashflow modelling and scenario planning tools to support client decision-making. Analyse and review fact-finds, risk profiles, and client information to identify opportunities and potential gaps. Assist in the development and review of complex financial planning strategies. Prepare application forms and supporting documentation for new business and existing client changes. Liaise with providers, clients, and colleagues to obtain information and resolve queries efficiently. Maintain accurate client records and ensure compliance with regulatory requirements. Keep up to date with industry developments, tax legislation, and FCA regulations. Contribute ideas and best practice to help improve processes and client outcomes. About You To be successful, you will have: Previous experience in a Paraplanning role. CII Level 4 Diploma in Financial Planning (or equivalent). Strong technical knowledge across pensions, investments, and protection products. Excellent understanding of FCA regulations and compliance requirements. The ability to simplify complex financial concepts into clear and concise reports. Experience using financial planning software, cashflow modelling tools, CRM systems, and Microsoft Office. Strong analytical and problem-solving skills with excellent attention to detail. What's on Offer? Salary up to £50,000 Hybrid working pattern (3 days in the office, 2 days from home) Generous pension contribution Life assurance and income protection Health cash plan Virtual GP services and employee assistance programme Enhanced family-friendly benefits Option to purchase additional annual leave Paid volunteering day Cycle to work scheme Gym and wellbeing discounts Ongoing professional development and support towards further qualifications Clear career progression opportunities Why Apply? This is an excellent opportunity for a talented Paraplanner who wants more than just report writing. You'll be part of a forward-thinking team where your technical expertise is valued, your ideas are heard, and your professional development is actively supported. If you're looking for a rewarding role with genuine career progression, flexibility, and the chance to make a real impact on clients' financial futures, we'd love to hear from you.
Paraplanner to Junior Adviser - London Title: Paraplanner to Junior Adviser Clear Route into Advice London Up to £45,000 Location: London (hybrid) Salary: £38,000 - £45,000 plus bonus, full study support and benefits The opportunity Most paraplanning roles promise a route into advice. Very few put a timeline on it. This one does. You'll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you'll build a bank from scratch. The firm A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made. How the role works Months 1-9: paraplanning and grounding You'll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You'll sit in on client meetings from early on - first observing, then contributing. Months 9-15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop. From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself. What we're looking for Level 4 Diploma qualified, or part qualified and actively working towards it Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients Strong written communication and the personal skills to build client relationships Willingness to commit to the study alongside the day job What's on offer Salary up to £45,000, reviewed on transition into advice Full study support - exam fees, materials and study leave Structured mentoring from experienced planners, not a sink-or-swim handover Bonus and full benefits package Hybrid working Why this one is worth a look The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it's possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.
Aug 24, 2026
Full time
Paraplanner to Junior Adviser - London Title: Paraplanner to Junior Adviser Clear Route into Advice London Up to £45,000 Location: London (hybrid) Salary: £38,000 - £45,000 plus bonus, full study support and benefits The opportunity Most paraplanning roles promise a route into advice. Very few put a timeline on it. This one does. You'll join as a paraplanner and transition into an advisory role within around fifteen months, with clients handed to you rather than an expectation that you'll build a bank from scratch. The firm A well-regarded London financial planning business advising private clients - business owners, professionals and families - on pensions, investments, retirement and intergenerational planning. The team is growing, and this hire is part of a deliberate plan to develop advisers internally rather than recruit them ready-made. How the role works Months 1-9: paraplanning and grounding You'll work alongside the senior planners producing suitability reports, research and recommendations across the full advice spectrum. You'll sit in on client meetings from early on - first observing, then contributing. Months 9-15: transition Increasing involvement in client conversations, running review meetings under supervision, and taking ownership of your own smaller cases as your confidence and qualifications develop. From month 15: advising A defined client bank transferred to you, with continued mentoring from the senior team as you establish yourself. What we're looking for Level 4 Diploma qualified, or part qualified and actively working towards it Some experience in a financial planning environment - paraplanning, technical support or administration with report writing exposure Clear ambition to advise. This role only works for someone who genuinely wants to sit in front of clients Strong written communication and the personal skills to build client relationships Willingness to commit to the study alongside the day job What's on offer Salary up to £45,000, reviewed on transition into advice Full study support - exam fees, materials and study leave Structured mentoring from experienced planners, not a sink-or-swim handover Bonus and full benefits package Hybrid working Why this one is worth a look The gap between paraplanning and advising is the hardest jump in financial planning to make. Plenty of firms will tell you it's possible "in time". This is a role built around making it happen, with a timeline, a mentor and a client bank waiting at the end of it.
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
Aug 24, 2026
Full time
Role: This is an exciting opportunity to join a progressive and people-focused organisation that places a strong emphasis on employee development, collaboration, and career progression. As the business continues to grow, they are looking to attract a talented individual who is keen to make a meaningful contribution while further developing their own skills and expertise within a supportive environment. Working closely with Financial Planners, you will play an integral role in delivering an exceptional client experience, providing high-quality support across a range of financial planning activities. You will also have the opportunity to mentor and support junior colleagues, share your knowledge and expertise, and help drive the continued success of a dynamic and ambitious team. If you are looking to join a firm that genuinely values its people, encourages professional growth, and offers long-term career opportunities, this could be the perfect next step in your career. The Opportunity As a Senior IFA Administrator, you will be responsible for providing comprehensive administrative support across a broad range of financial planning activities. You'll work on both routine and complex cases, ensuring clients receive a professional, efficient, and compliant service at every stage of their journey. Alongside your technical expertise, you'll act as a mentor and role model within the team, sharing knowledge and helping to maintain the highest standards of client service and operational excellence. Key Responsibilities Preparing client review packs, valuation reports, and performance documentation Processing new business submissions and ensuring all compliance requirements are met Liaising with providers to obtain policy information, valuations, and illustrations Managing client servicing activities, including withdrawals, fund switches, and policy amendments Maintaining accurate and up-to-date client records using the firm's back-office systems Preparing post-review correspondence and keeping clients informed throughout the advice process Supporting Financial Planners with complex investment, pension, protection, and mortgage cases Producing fund switch reports and assisting with research using FE Analytics Coaching and supporting junior administrators to encourage development and best practice The successful candidate will possess: A minimum of 4 years' experience within an IFA/Financial Planning administration role Strong technical knowledge of pensions, investments, protection, and financial planning processes A thorough understanding of FCA regulatory requirements and industry best practice Experience supporting complex and high-value client cases Excellent organisational skills with a meticulous attention to detail Strong communication and relationship-building abilities Proficiency with financial planning back-office systems and Microsoft Office applications
Storeton Rose Financial Planning
Wirral, Merseyside
Salary: Competitive base plus bonus ranging from £65,000 - £100,000 OTE (Un-capped), client bank provided Full time, hybrid working Storeton Rose Financial Planning About Us Storeton Rose Financial Planning is an independent financial planning firm based in Higher Bebington on the Wirral. We are a growing, close-knit team who offer independent financial advice, products and investment solutions from the whole of the market, so our advice is built around what is right for each client, not tied to any one provider. We are proud to be approachable and jargon-free. We do what we say, and we like to think our clients notice the difference. About the Role We are looking for an experienced Chartered Financial Planner to take on an existing portfolio of client relationships. This is not a role where you build a book from nothing, you will inherit trusted, long-standing client relationships and be supported through a proper handover, including joint meetings in the early stages. Your focus from there is straightforward: keep delivering the standard of advice and service these clients are used to, build on those relationships, and grow the value of the book over time. What You Will Be Doing Taking on an existing client bank through a structured, supported handover Providing independent financial planning advice across pensions, investments, protection, retirement and estate planning Carrying out annual reviews and ongoing advice for your client bank Identifying further planning opportunities within existing client relationships Working closely with our paraplanning and administration team on casework Sharing your experience with less senior planners in the team What We Are Looking For Chartered Financial Planner status (or equivalent) with significant advising experience A proven track record of managing a client bank and building long-term trust Strong technical knowledge across pensions, investments, protection and estate planning The confidence and warmth to build rapport quickly with clients new to working with you A genuine team player, comfortable working closely with paraplanning and admin colleagues What We Offer A competitive base salary plus a bonus reflecting the value of the client bank An existing, well-established client bank from day one, with a proper supported handover Hybrid working A friendly, supportive firm where your experience and ideas are genuinely welcomed
Aug 24, 2026
Full time
Salary: Competitive base plus bonus ranging from £65,000 - £100,000 OTE (Un-capped), client bank provided Full time, hybrid working Storeton Rose Financial Planning About Us Storeton Rose Financial Planning is an independent financial planning firm based in Higher Bebington on the Wirral. We are a growing, close-knit team who offer independent financial advice, products and investment solutions from the whole of the market, so our advice is built around what is right for each client, not tied to any one provider. We are proud to be approachable and jargon-free. We do what we say, and we like to think our clients notice the difference. About the Role We are looking for an experienced Chartered Financial Planner to take on an existing portfolio of client relationships. This is not a role where you build a book from nothing, you will inherit trusted, long-standing client relationships and be supported through a proper handover, including joint meetings in the early stages. Your focus from there is straightforward: keep delivering the standard of advice and service these clients are used to, build on those relationships, and grow the value of the book over time. What You Will Be Doing Taking on an existing client bank through a structured, supported handover Providing independent financial planning advice across pensions, investments, protection, retirement and estate planning Carrying out annual reviews and ongoing advice for your client bank Identifying further planning opportunities within existing client relationships Working closely with our paraplanning and administration team on casework Sharing your experience with less senior planners in the team What We Are Looking For Chartered Financial Planner status (or equivalent) with significant advising experience A proven track record of managing a client bank and building long-term trust Strong technical knowledge across pensions, investments, protection and estate planning The confidence and warmth to build rapport quickly with clients new to working with you A genuine team player, comfortable working closely with paraplanning and admin colleagues What We Offer A competitive base salary plus a bonus reflecting the value of the client bank An existing, well-established client bank from day one, with a proper supported handover Hybrid working A friendly, supportive firm where your experience and ideas are genuinely welcomed
Office Manager ( IFA) Location: Truro, Cornwall Salary: £35,000 - £45,000 + Benefits Working Pattern: Full-time with flexible working options Lead a High-Performing Financial Services Support Team An established and growing financial planning firm is seeking an experienced Office Manager to lead and support a team of Administrators and Paraplanners within a busy and professional office environment. This is an excellent opportunity for a people-focused leader with experience in financial services who thrives on developing teams, improving processes and delivering exceptional support to advisers and clients. The Opportunity As Office Manager, you will oversee the day-to-day management of a client support and paraplanning function, ensuring the team delivers an efficient, high-quality service that enables advisers to focus on providing excellent financial planning solutions. You will play a key role in leadership, operational management, resource planning and continuous improvement, helping to create a collaborative and high-performing culture. Key Responsibilities Lead, motivate and develop a team of Administrators and Paraplanners. Conduct regular one-to-one meetings, coaching sessions and performance reviews. Manage team workloads and capacity to ensure efficient service delivery. Monitor quality standards and identify opportunities for process improvement. Support recruitment, onboarding and ongoing development of team members. Act as the first point of escalation for operational and team-related issues. Work closely with advisers and senior stakeholders to prioritise workloads and resources. Ensure all client work is completed accurately and in line with regulatory requirements. Track key performance metrics and provide updates to management. Support business projects, system enhancements and change initiatives. Foster a culture of accountability, teamwork and continuous improvement. What We're Looking For The successful candidate is likely to have: Experience managing administration and/or paraplanning teams within financial services. Strong leadership and people management skills. Excellent organisational and workload management abilities. Experience supporting advisers and delivering high standards of client service. A good understanding of financial planning operations and support functions. Knowledge of FCA regulations and compliance requirements. Strong stakeholder management and communication skills. Excellent attention to detail and commitment to quality. Strong IT skills, with experience of financial services back-office systems advantageous. Personal Attributes Approachable and supportive leadership style. Calm and effective under pressure. Proactive problem solver. Strong written and verbal communication skills. Highly organised with excellent attention to detail. Committed to delivering outstanding client outcomes. What's On Offer Salary of £35,000 - £45,000 depending on experience. 25 days annual leave plus bank holidays. Additional birthday leave. Pension scheme. Life assurance. Income protection. Flexible benefits package. Flexible working arrangements. Opportunity to join a growing, people-focused business with a strong culture and clear commitment to employee development. If you're an experienced financial services professional looking to take the next step in your leadership career, we'd love to hear from you.
Aug 24, 2026
Full time
Office Manager ( IFA) Location: Truro, Cornwall Salary: £35,000 - £45,000 + Benefits Working Pattern: Full-time with flexible working options Lead a High-Performing Financial Services Support Team An established and growing financial planning firm is seeking an experienced Office Manager to lead and support a team of Administrators and Paraplanners within a busy and professional office environment. This is an excellent opportunity for a people-focused leader with experience in financial services who thrives on developing teams, improving processes and delivering exceptional support to advisers and clients. The Opportunity As Office Manager, you will oversee the day-to-day management of a client support and paraplanning function, ensuring the team delivers an efficient, high-quality service that enables advisers to focus on providing excellent financial planning solutions. You will play a key role in leadership, operational management, resource planning and continuous improvement, helping to create a collaborative and high-performing culture. Key Responsibilities Lead, motivate and develop a team of Administrators and Paraplanners. Conduct regular one-to-one meetings, coaching sessions and performance reviews. Manage team workloads and capacity to ensure efficient service delivery. Monitor quality standards and identify opportunities for process improvement. Support recruitment, onboarding and ongoing development of team members. Act as the first point of escalation for operational and team-related issues. Work closely with advisers and senior stakeholders to prioritise workloads and resources. Ensure all client work is completed accurately and in line with regulatory requirements. Track key performance metrics and provide updates to management. Support business projects, system enhancements and change initiatives. Foster a culture of accountability, teamwork and continuous improvement. What We're Looking For The successful candidate is likely to have: Experience managing administration and/or paraplanning teams within financial services. Strong leadership and people management skills. Excellent organisational and workload management abilities. Experience supporting advisers and delivering high standards of client service. A good understanding of financial planning operations and support functions. Knowledge of FCA regulations and compliance requirements. Strong stakeholder management and communication skills. Excellent attention to detail and commitment to quality. Strong IT skills, with experience of financial services back-office systems advantageous. Personal Attributes Approachable and supportive leadership style. Calm and effective under pressure. Proactive problem solver. Strong written and verbal communication skills. Highly organised with excellent attention to detail. Committed to delivering outstanding client outcomes. What's On Offer Salary of £35,000 - £45,000 depending on experience. 25 days annual leave plus bank holidays. Additional birthday leave. Pension scheme. Life assurance. Income protection. Flexible benefits package. Flexible working arrangements. Opportunity to join a growing, people-focused business with a strong culture and clear commitment to employee development. If you're an experienced financial services professional looking to take the next step in your leadership career, we'd love to hear from you.
WEALTHLINK RECRUITMENT LTD
High Wycombe, Buckinghamshire
Senior Paraplanner Location: Chiltern Salary: £50,000 - £60,000 Working Pattern: Hybrid Overview We are looking for an experienced Senior Paraplanner to join a professional and established financial planning team in Cambridge. This is a key role within the business, providing high-quality technical and research support to Financial Planners and contributing to the delivery of comprehensive, compliant and client-focused financial advice. The successful candidate will have strong technical knowledge, excellent report-writing skills and the confidence to manage complex cases from research through to implementation. You will work closely with Financial Planners, taking ownership of cases and ensuring work is delivered accurately, efficiently and to a consistently high standard. This role would suit an experienced Paraplanner looking to take the next step in their career, or an established Senior Paraplanner who enjoys working on complex financial planning cases within a collaborative and professional environment. Key Responsibilities • Prepare detailed financial planning and suitability reports for Financial Planners to present to clients • Provide comprehensive technical and research support across complex financial planning cases • Conduct detailed research into pensions, investments, protection, tax planning and other financial planning solutions • Analyse clients' existing arrangements and financial circumstances against their objectives and requirements • Assist Financial Planners with complex and high-value client cases • Take ownership of cases from initial research through to report production and implementation • Prepare clear, accurate and technically detailed recommendations and supporting documentation • Support advisers with client reviews and ongoing financial planning requirements • Research and assess pension, investment and product options from a range of providers • Prepare illustrations, application forms, review packs and other supporting documentation • Liaise with product providers, platforms and other third parties where required • Assist with the implementation of recommendations and ensure cases progress within agreed timescales • Maintain accurate, compliant and comprehensive client records and files • Review work to ensure a consistently high level of accuracy, quality and regulatory compliance • Keep up to date with changes to legislation, regulation, taxation and financial products • Provide technical input and support to colleagues where appropriate • Work closely with Financial Planners and the wider support team to ensure an efficient and professional client journey • Identify opportunities to improve processes, procedures and the overall efficiency of the paraplanning function • Comply with all relevant FCA, regulatory and internal procedures About You • Significant experience working within a financial advice or wealth management environment • Proven experience as a Paraplanner, ideally at Senior Paraplanner level • Strong technical knowledge across pensions, investments, retirement planning and wider financial planning • Level 4 Diploma in Financial Planning qualified as a minimum • Strong understanding of suitability, compliance and FCA requirements • Proven experience producing high-quality suitability and financial planning reports • Excellent research, analytical and problem-solving skills • Exceptional attention to detail and accuracy • Ability to manage complex cases independently and take ownership of your workload • Excellent written and verbal communication skills • Strong organisational skills with the ability to prioritise and manage competing deadlines • Confident working independently while also contributing effectively to a wider team • Good IT skills, including Microsoft Word, Excel and financial planning systems • Professional, reliable and adaptable approach • A genuine interest in financial planning and delivering excellent outcomes for clients Benefits • £50,000 - £60,000 salary, depending on experience and qualifications • 25 days' annual leave plus Bank Holidays, increasing with length of service • Birthday leave • Holiday purchase scheme • Enhanced parental leave • Life assurance • Pension scheme • Corporate eyecare • Employee discount and shopping benefits • Support for continued professional development and industry qualifications • Opportunity to work within an established and professional financial planning environment • Hybrid working arrangement
Aug 24, 2026
Full time
Senior Paraplanner Location: Chiltern Salary: £50,000 - £60,000 Working Pattern: Hybrid Overview We are looking for an experienced Senior Paraplanner to join a professional and established financial planning team in Cambridge. This is a key role within the business, providing high-quality technical and research support to Financial Planners and contributing to the delivery of comprehensive, compliant and client-focused financial advice. The successful candidate will have strong technical knowledge, excellent report-writing skills and the confidence to manage complex cases from research through to implementation. You will work closely with Financial Planners, taking ownership of cases and ensuring work is delivered accurately, efficiently and to a consistently high standard. This role would suit an experienced Paraplanner looking to take the next step in their career, or an established Senior Paraplanner who enjoys working on complex financial planning cases within a collaborative and professional environment. Key Responsibilities • Prepare detailed financial planning and suitability reports for Financial Planners to present to clients • Provide comprehensive technical and research support across complex financial planning cases • Conduct detailed research into pensions, investments, protection, tax planning and other financial planning solutions • Analyse clients' existing arrangements and financial circumstances against their objectives and requirements • Assist Financial Planners with complex and high-value client cases • Take ownership of cases from initial research through to report production and implementation • Prepare clear, accurate and technically detailed recommendations and supporting documentation • Support advisers with client reviews and ongoing financial planning requirements • Research and assess pension, investment and product options from a range of providers • Prepare illustrations, application forms, review packs and other supporting documentation • Liaise with product providers, platforms and other third parties where required • Assist with the implementation of recommendations and ensure cases progress within agreed timescales • Maintain accurate, compliant and comprehensive client records and files • Review work to ensure a consistently high level of accuracy, quality and regulatory compliance • Keep up to date with changes to legislation, regulation, taxation and financial products • Provide technical input and support to colleagues where appropriate • Work closely with Financial Planners and the wider support team to ensure an efficient and professional client journey • Identify opportunities to improve processes, procedures and the overall efficiency of the paraplanning function • Comply with all relevant FCA, regulatory and internal procedures About You • Significant experience working within a financial advice or wealth management environment • Proven experience as a Paraplanner, ideally at Senior Paraplanner level • Strong technical knowledge across pensions, investments, retirement planning and wider financial planning • Level 4 Diploma in Financial Planning qualified as a minimum • Strong understanding of suitability, compliance and FCA requirements • Proven experience producing high-quality suitability and financial planning reports • Excellent research, analytical and problem-solving skills • Exceptional attention to detail and accuracy • Ability to manage complex cases independently and take ownership of your workload • Excellent written and verbal communication skills • Strong organisational skills with the ability to prioritise and manage competing deadlines • Confident working independently while also contributing effectively to a wider team • Good IT skills, including Microsoft Word, Excel and financial planning systems • Professional, reliable and adaptable approach • A genuine interest in financial planning and delivering excellent outcomes for clients Benefits • £50,000 - £60,000 salary, depending on experience and qualifications • 25 days' annual leave plus Bank Holidays, increasing with length of service • Birthday leave • Holiday purchase scheme • Enhanced parental leave • Life assurance • Pension scheme • Corporate eyecare • Employee discount and shopping benefits • Support for continued professional development and industry qualifications • Opportunity to work within an established and professional financial planning environment • Hybrid working arrangement
Senior / Principal Town Planner Location: Manchester, Leeds or Sheffield I am currently working with a leading engineering consultancy specialising in large infrastructure and environmental projects across the UK, who are looking for a talented Senior Town Planner or Principal Town Planner to join their team in either their Manchester, Leeds or Sheffield office. Role Overview You will play a key role in leading the planning aspects of large-scale infrastructure and environmental projects across the UK. This will involve managing planning applications, providing strategic planning advice, engaging with stakeholders and ensuring projects meet relevant planning requirements. Key Responsibilities Lead strategic planning activities for major infrastructure and environmental projects. Provide expert planning advice and manage planning applications through the relevant processes. Liaise with local planning authorities, statutory consultees, clients and other key stakeholders. Support the delivery of complex projects from inception through to completion. Mentor and support junior members of the planning team. Contribute to the continued growth and development of the planning team and wider business. Requirements Degree in Town Planning or a related discipline. Significant town planning experience, ideally within a consultancy environment. Strong knowledge of UK planning legislation and the planning system. Experience working on infrastructure, environmental or other complex development projects would be advantageous. Excellent communication, stakeholder management and organisational skills. Chartered membership of the RTPI is preferred. Benefits Competitive salary. Comprehensive benefits package. Car allowance. Death in service and health insurance. Opportunities for professional development and career progression. The opportunity to work on a diverse portfolio of major UK infrastructure and environmental projects. If you are a Senior Town Planner looking to take the next step in your career, or a Principal Town Planner looking for a new challenge, this could be a great opportunity to join a consultancy that genuinely encourages its staff to progress, develop and grow. If you'd like to find out more, please give me a call on (phone number removed) or email (url removed). Job Reference: 68804
Aug 24, 2026
Full time
Senior / Principal Town Planner Location: Manchester, Leeds or Sheffield I am currently working with a leading engineering consultancy specialising in large infrastructure and environmental projects across the UK, who are looking for a talented Senior Town Planner or Principal Town Planner to join their team in either their Manchester, Leeds or Sheffield office. Role Overview You will play a key role in leading the planning aspects of large-scale infrastructure and environmental projects across the UK. This will involve managing planning applications, providing strategic planning advice, engaging with stakeholders and ensuring projects meet relevant planning requirements. Key Responsibilities Lead strategic planning activities for major infrastructure and environmental projects. Provide expert planning advice and manage planning applications through the relevant processes. Liaise with local planning authorities, statutory consultees, clients and other key stakeholders. Support the delivery of complex projects from inception through to completion. Mentor and support junior members of the planning team. Contribute to the continued growth and development of the planning team and wider business. Requirements Degree in Town Planning or a related discipline. Significant town planning experience, ideally within a consultancy environment. Strong knowledge of UK planning legislation and the planning system. Experience working on infrastructure, environmental or other complex development projects would be advantageous. Excellent communication, stakeholder management and organisational skills. Chartered membership of the RTPI is preferred. Benefits Competitive salary. Comprehensive benefits package. Car allowance. Death in service and health insurance. Opportunities for professional development and career progression. The opportunity to work on a diverse portfolio of major UK infrastructure and environmental projects. If you are a Senior Town Planner looking to take the next step in your career, or a Principal Town Planner looking for a new challenge, this could be a great opportunity to join a consultancy that genuinely encourages its staff to progress, develop and grow. If you'd like to find out more, please give me a call on (phone number removed) or email (url removed). Job Reference: 68804
Job Title: Senior Town Planner / Principal Town Planner Location: Nottingham or London The Team Penguin Recruitment is delighted to be supporting a Planning and Environment Group is a truly multi-disciplinary team, comprising planning lawyers, environmental lawyers, and planning consultants operating across all development sectors. The national planning practice is recognised as one of the top 10 largest teams in the UK and one of the fastest-growing in the sector, with a strengthened presence across multiple offices. The Planning Consultancy practice operates nationally from Nottingham and London offices and is led by highly experienced professionals with extensive track records across all development sectors. The team has a varied and extensive client base and a strong history of successfully advising on and promoting a wide range of sites and schemes through the planning system. The Role We are seeking experienced Senior or Principal Town Planners (minimum 5+ years' experience) to join this market-leading consultancy practice. The successful candidates will work on high-profile projects across a range of sectors, providing strategic planning advice and delivering planning solutions for a varied client base. This is an exciting opportunity to join a dynamic and growing team within a national practice, contributing to a wide variety of projects and further developing your career in planning consultancy. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Aug 24, 2026
Full time
Job Title: Senior Town Planner / Principal Town Planner Location: Nottingham or London The Team Penguin Recruitment is delighted to be supporting a Planning and Environment Group is a truly multi-disciplinary team, comprising planning lawyers, environmental lawyers, and planning consultants operating across all development sectors. The national planning practice is recognised as one of the top 10 largest teams in the UK and one of the fastest-growing in the sector, with a strengthened presence across multiple offices. The Planning Consultancy practice operates nationally from Nottingham and London offices and is led by highly experienced professionals with extensive track records across all development sectors. The team has a varied and extensive client base and a strong history of successfully advising on and promoting a wide range of sites and schemes through the planning system. The Role We are seeking experienced Senior or Principal Town Planners (minimum 5+ years' experience) to join this market-leading consultancy practice. The successful candidates will work on high-profile projects across a range of sectors, providing strategic planning advice and delivering planning solutions for a varied client base. This is an exciting opportunity to join a dynamic and growing team within a national practice, contributing to a wide variety of projects and further developing your career in planning consultancy. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Senior Disrepair Planner Salary: Up to £31,607 per annum, depending on experience Location: Eastleigh Hours: 37 hours per week Contract: Full-time, Permanent We're looking for an organised and proactive Healthy Homes Senior Disrepair Planner to play a key role in coordinating complex disrepair cases and ensuring residents receive a responsive, customer-focused service. You'll lead a team of Disrepair Schedulers, coordinate inspections and works, manage contractor relationships and ensure cases progress efficiently from initial inspection through to completion. Key Responsibilities Lead and support a team of Disrepair Schedulers. Coordinate complex disrepair cases, inspections and remedial works. Optimise trade diaries and allocate resources effectively. Liaise with contractors, surveyors and internal teams to keep works progressing. Monitor workloads, deadlines and legal/regulatory requirements. Ensure accurate records and compliance information are maintained. Use data and performance information to identify risks and improve service delivery. Act as a key point of contact for customers and stakeholders. Resolve issues and competing priorities while maintaining excellent customer service. Support continuous improvement across the Healthy Homes and Disrepair service. About You You'll be highly organised with experience in housing, repairs, disrepair or property maintenance, and confident coordinating multiple cases in a busy environment. You'll have strong leadership and communication skills, excellent attention to detail and the ability to make decisions, solve problems and manage competing priorities. Most importantly, you'll be customer-focused, collaborative and committed to delivering safe, healthy homes. This is an excellent opportunity for someone looking to combine planning, leadership and housing experience in a role that makes a genuine difference to residents. Benefits 28 days annual leave plus 8 Bank Holidays, with the option to buy or sell up to 5 additional days. Agile working, providing flexibility around where and when you work. Generous pension scheme, with employer contributions of up to 10%. Employee discounts with over 3,000 online and high-street retailers. Life Assurance of up to 5x annual salary. Interest-free staff loans of up to £1,000 after six months. Cycle to Work scheme. 24/7 Employee Assistance Programme offering confidential support and advice. Enhanced maternity, paternity, shared parental and adoption leave/pay. Free eye tests and contribution towards glasses for eligible colleagues. Call-out and standby payments for applicable roles. Personal development and training opportunities, including study loans and additional study leave for external qualifications. For more information or to apply, please submit your CV
Aug 24, 2026
Full time
Senior Disrepair Planner Salary: Up to £31,607 per annum, depending on experience Location: Eastleigh Hours: 37 hours per week Contract: Full-time, Permanent We're looking for an organised and proactive Healthy Homes Senior Disrepair Planner to play a key role in coordinating complex disrepair cases and ensuring residents receive a responsive, customer-focused service. You'll lead a team of Disrepair Schedulers, coordinate inspections and works, manage contractor relationships and ensure cases progress efficiently from initial inspection through to completion. Key Responsibilities Lead and support a team of Disrepair Schedulers. Coordinate complex disrepair cases, inspections and remedial works. Optimise trade diaries and allocate resources effectively. Liaise with contractors, surveyors and internal teams to keep works progressing. Monitor workloads, deadlines and legal/regulatory requirements. Ensure accurate records and compliance information are maintained. Use data and performance information to identify risks and improve service delivery. Act as a key point of contact for customers and stakeholders. Resolve issues and competing priorities while maintaining excellent customer service. Support continuous improvement across the Healthy Homes and Disrepair service. About You You'll be highly organised with experience in housing, repairs, disrepair or property maintenance, and confident coordinating multiple cases in a busy environment. You'll have strong leadership and communication skills, excellent attention to detail and the ability to make decisions, solve problems and manage competing priorities. Most importantly, you'll be customer-focused, collaborative and committed to delivering safe, healthy homes. This is an excellent opportunity for someone looking to combine planning, leadership and housing experience in a role that makes a genuine difference to residents. Benefits 28 days annual leave plus 8 Bank Holidays, with the option to buy or sell up to 5 additional days. Agile working, providing flexibility around where and when you work. Generous pension scheme, with employer contributions of up to 10%. Employee discounts with over 3,000 online and high-street retailers. Life Assurance of up to 5x annual salary. Interest-free staff loans of up to £1,000 after six months. Cycle to Work scheme. 24/7 Employee Assistance Programme offering confidential support and advice. Enhanced maternity, paternity, shared parental and adoption leave/pay. Free eye tests and contribution towards glasses for eligible colleagues. Call-out and standby payments for applicable roles. Personal development and training opportunities, including study loans and additional study leave for external qualifications. For more information or to apply, please submit your CV
Job Title: Associate Director of Town Planning Location: Bristol Penguin Recruitment is delighted to be supporting a leading UK planning and development consultancy in the search for an Associate Director of Town Planning to join their growing team in Bristol. This is an excellent opportunity for an experienced planning professional to take on a senior leadership role within a well-established and ambitious consultancy. Working as part of a collaborative multidisciplinary team, you will lead the delivery of strategic planning projects, strengthen client relationships, and play a key role in the continued growth of the South West business. You will work on a diverse portfolio of projects, including residential planning applications, land promotion schemes, and strategic development opportunities, collaborating closely with specialists in design, heritage, and development economics to deliver high-quality planning solutions. The successful candidate will lead projects from initial planning strategy through to securing planning permission, represent clients throughout the planning process, mentor junior colleagues, and contribute to business development by identifying new opportunities and growing existing client relationships. Key requirements include: A relevant Town Planning qualification and Chartered membership of the RTPI. Significant experience delivering planning applications, appeals, and strategic planning projects across a variety of sectors. Excellent knowledge of the UK planning system and development process. Experience working within the Bristol and wider South West market, with a strong understanding of the regional planning landscape. Excellent report writing, communication, client management, and leadership skills. A proven ability to build long-term client relationships, generate new business opportunities, and contribute to the growth of a planning team. The confidence to lead complex projects, mentor colleagues, and work effectively within a multidisciplinary consultancy. This is an outstanding opportunity for an established Associate Director, or an experienced Associate Town Planner ready to step into a leadership role, to join a respected consultancy with ambitious growth plans. In return, you'll benefit from flexible hybrid working, an excellent benefits package, exposure to high-profile projects, and genuine long-term career progression within a supportive and forward-thinking business. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Aug 24, 2026
Full time
Job Title: Associate Director of Town Planning Location: Bristol Penguin Recruitment is delighted to be supporting a leading UK planning and development consultancy in the search for an Associate Director of Town Planning to join their growing team in Bristol. This is an excellent opportunity for an experienced planning professional to take on a senior leadership role within a well-established and ambitious consultancy. Working as part of a collaborative multidisciplinary team, you will lead the delivery of strategic planning projects, strengthen client relationships, and play a key role in the continued growth of the South West business. You will work on a diverse portfolio of projects, including residential planning applications, land promotion schemes, and strategic development opportunities, collaborating closely with specialists in design, heritage, and development economics to deliver high-quality planning solutions. The successful candidate will lead projects from initial planning strategy through to securing planning permission, represent clients throughout the planning process, mentor junior colleagues, and contribute to business development by identifying new opportunities and growing existing client relationships. Key requirements include: A relevant Town Planning qualification and Chartered membership of the RTPI. Significant experience delivering planning applications, appeals, and strategic planning projects across a variety of sectors. Excellent knowledge of the UK planning system and development process. Experience working within the Bristol and wider South West market, with a strong understanding of the regional planning landscape. Excellent report writing, communication, client management, and leadership skills. A proven ability to build long-term client relationships, generate new business opportunities, and contribute to the growth of a planning team. The confidence to lead complex projects, mentor colleagues, and work effectively within a multidisciplinary consultancy. This is an outstanding opportunity for an established Associate Director, or an experienced Associate Town Planner ready to step into a leadership role, to join a respected consultancy with ambitious growth plans. In return, you'll benefit from flexible hybrid working, an excellent benefits package, exposure to high-profile projects, and genuine long-term career progression within a supportive and forward-thinking business. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Job Tile: Assistant Town Planner Location: Reigate About the Company Penguin Recruitment is delighted to be supporting a care and residential developer with a strong track record in delivering high-quality residential and mixed-use schemes across the UK. The organisation operates across the full development lifecycle, from early land promotion through to planning consent and delivery, working collaboratively with landowners, consultants, and local authorities. This is an excellent opportunity for a motivated Assistant Town Planner with at least 1 year of relevant experience to join a dynamic and commercially focused planning team, and further develop their career within a developer-led environment. The Role As a Assistant Town Planner, you will support the planning team in delivering a diverse portfolio of development projects, primarily within residential and mixed-use sectors. You will gain exposure to strategic land promotion, planning applications, and development feasibility work, contributing directly to projects shaping the built environment. This is a hands-on role offering excellent career progression, mentorship, and the opportunity to work closely with senior planners and development professionals. Key Responsibilities Assist in the preparation, submission, and management of planning applications and pre-application enquiries Undertake site appraisals, planning policy research, and development feasibility assessments Support the preparation of planning statements, reports, and supporting documentation Liaise with local planning authorities, consultants, and external stakeholders Assist in the promotion of strategic land opportunities Attend site visits, client meetings, and stakeholder consultations Monitor planning applications and contribute to appeals where required Maintain accurate project records and support general project coordination About You Degree qualified in Town Planning or a related discipline 1+ year experience in a planning role (developer, consultancy, or local authority) Strong understanding of the UK planning system and policy framework Excellent written and verbal communication skills Ability to manage workload effectively and work both independently and as part of a team Commercial awareness and an interest in residential and development-led planning Working towards (or willingness to work towards) RTPI chartership is desirable What's on Offer Opportunity to work within a leading development-focused planning environment Exposure to high-profile residential and mixed-use schemes Structured career development and RTPI support Collaborative and supportive team culture Hybrid working options (role dependent) Competitive salary and benefits package Interested? The hiring manager is looking to meet suitable candidates ASAP. If you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Aug 24, 2026
Full time
Job Tile: Assistant Town Planner Location: Reigate About the Company Penguin Recruitment is delighted to be supporting a care and residential developer with a strong track record in delivering high-quality residential and mixed-use schemes across the UK. The organisation operates across the full development lifecycle, from early land promotion through to planning consent and delivery, working collaboratively with landowners, consultants, and local authorities. This is an excellent opportunity for a motivated Assistant Town Planner with at least 1 year of relevant experience to join a dynamic and commercially focused planning team, and further develop their career within a developer-led environment. The Role As a Assistant Town Planner, you will support the planning team in delivering a diverse portfolio of development projects, primarily within residential and mixed-use sectors. You will gain exposure to strategic land promotion, planning applications, and development feasibility work, contributing directly to projects shaping the built environment. This is a hands-on role offering excellent career progression, mentorship, and the opportunity to work closely with senior planners and development professionals. Key Responsibilities Assist in the preparation, submission, and management of planning applications and pre-application enquiries Undertake site appraisals, planning policy research, and development feasibility assessments Support the preparation of planning statements, reports, and supporting documentation Liaise with local planning authorities, consultants, and external stakeholders Assist in the promotion of strategic land opportunities Attend site visits, client meetings, and stakeholder consultations Monitor planning applications and contribute to appeals where required Maintain accurate project records and support general project coordination About You Degree qualified in Town Planning or a related discipline 1+ year experience in a planning role (developer, consultancy, or local authority) Strong understanding of the UK planning system and policy framework Excellent written and verbal communication skills Ability to manage workload effectively and work both independently and as part of a team Commercial awareness and an interest in residential and development-led planning Working towards (or willingness to work towards) RTPI chartership is desirable What's on Offer Opportunity to work within a leading development-focused planning environment Exposure to high-profile residential and mixed-use schemes Structured career development and RTPI support Collaborative and supportive team culture Hybrid working options (role dependent) Competitive salary and benefits package Interested? The hiring manager is looking to meet suitable candidates ASAP. If you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
Senior Town Planner Oxfordshire An excellent position has become available for an ambitious Senior Town Planner to join an established planning consultancy as part of their Oxfordshire based team. The successful Senior Town Planner will have the opportunity to lead a variety of planning applications for residential, rural and commercial developments. To be considered for this role you will: Have a relevant MSc (or equivalent) which is accredited by the RTPI Have a minimum of two years town planning experience, ideally within a consultancy environment Be a Chartered Member of RTPI Have residential and/or rural project experience Within the role you will: Preparing a variety of planning applications and appeals Undertaking site development appraisals Liaising with other internal departments Mentoring junior members of the team Delivering general planning advice to clients Benefits: Joining an established consultancy with a clear career path Full benefits package including pension scheme and private healthcare Competitive starting salary Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Aug 24, 2026
Full time
Senior Town Planner Oxfordshire An excellent position has become available for an ambitious Senior Town Planner to join an established planning consultancy as part of their Oxfordshire based team. The successful Senior Town Planner will have the opportunity to lead a variety of planning applications for residential, rural and commercial developments. To be considered for this role you will: Have a relevant MSc (or equivalent) which is accredited by the RTPI Have a minimum of two years town planning experience, ideally within a consultancy environment Be a Chartered Member of RTPI Have residential and/or rural project experience Within the role you will: Preparing a variety of planning applications and appeals Undertaking site development appraisals Liaising with other internal departments Mentoring junior members of the team Delivering general planning advice to clients Benefits: Joining an established consultancy with a clear career path Full benefits package including pension scheme and private healthcare Competitive starting salary Interested? To discuss this vacancy and other positions within the town planning sector, please do not hesitate to contact HARRIET ROIGE on (phone number removed) or email your CV to (url removed) and we will get back to you.
Job Title: Senior Administrator Hours: Full Time, Monday to Friday, 9:00am - 5:00pm (1 hour lunch) Location: Meriden (office-based with 1 day WFH after probation) Salary: £28,000 - £33,000 per annum (dependent on experience) Benefits: 25 days annual leave plus bank holidays, Contributory Pension Scheme, private healthcare, free parking, study support, hybrid working (post-probation) An exciting opportunity has arisen for a Senior Administrator to join a well-established and highly regarded organisation. This is a fantastic opportunity within a professional and supportive environment, offering long-term stability and development. This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term career within an administration-focused role. While study support and progression opportunities are available, the business is keen to find someone who is comfortable remaining in an administrative position for the foreseeable future. Duties include: Providing comprehensive administrative support to Financial Planners Acting as a key liaison between Financial Planners and Paraplanners Managing and updating diaries for busy Financial Planners Liaising with clients and maintaining excellent customer service standards Maintaining and updating client records on internal systems Preparing client review packs and supporting post-meeting actions Handling Letters of Authority and liaising with providers to process business efficiently Assisting with suitability reports and processing new business including pensions, ISAs and fund switches Skills and experience required: Excellent administrative and organisational skills High attention to detail and accuracy Confident user of Microsoft Office Strong communication skills, both written and verbal Ability to manage multiple tasks and work collaboratively within a team Proactive, flexible and professional approach Experience within a Financial Planning or Wealth Management environment, Strong knowledge of pensions, investments and protection products desirable but not essential Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role. Please check your spam folder for missed communications and ensure your contact details are up to date.
Aug 24, 2026
Full time
Job Title: Senior Administrator Hours: Full Time, Monday to Friday, 9:00am - 5:00pm (1 hour lunch) Location: Meriden (office-based with 1 day WFH after probation) Salary: £28,000 - £33,000 per annum (dependent on experience) Benefits: 25 days annual leave plus bank holidays, Contributory Pension Scheme, private healthcare, free parking, study support, hybrid working (post-probation) An exciting opportunity has arisen for a Senior Administrator to join a well-established and highly regarded organisation. This is a fantastic opportunity within a professional and supportive environment, offering long-term stability and development. This position will suit an organised and detail-oriented individual who enjoys providing high-quality administrative support and is happy to build a long-term career within an administration-focused role. While study support and progression opportunities are available, the business is keen to find someone who is comfortable remaining in an administrative position for the foreseeable future. Duties include: Providing comprehensive administrative support to Financial Planners Acting as a key liaison between Financial Planners and Paraplanners Managing and updating diaries for busy Financial Planners Liaising with clients and maintaining excellent customer service standards Maintaining and updating client records on internal systems Preparing client review packs and supporting post-meeting actions Handling Letters of Authority and liaising with providers to process business efficiently Assisting with suitability reports and processing new business including pensions, ISAs and fund switches Skills and experience required: Excellent administrative and organisational skills High attention to detail and accuracy Confident user of Microsoft Office Strong communication skills, both written and verbal Ability to manage multiple tasks and work collaboratively within a team Proactive, flexible and professional approach Experience within a Financial Planning or Wealth Management environment, Strong knowledge of pensions, investments and protection products desirable but not essential Apply now or contact Tirebuck Recruitment for further information. If successful, one of our consultants will be in touch for a confidential discussion about your experience and suitability for the role. Please check your spam folder for missed communications and ensure your contact details are up to date.