Planner jobs in United Kingdom

THE COMPANY \n A highly regarded architectural practice. \n THE ROLE \n A newly created opportunity for a lawyer to assist the busy Contracts Director in providing legal and project related support to the practice. \n You will be an essential part of a very small team and have the chance to utilise your legal knowledge and apply it in a practical way with project teams across the practice, working collaboratively with project leaders. \n Managing your own portfolio, you will demonstrate and develop your legal skills by providing advice and support to the practice (including their international studios) in the following areas: \n * Commenting on project appointments for Architectural, Urban Design, Information Manager, CDM and BR PDs (including collateral warranties, deeds of novation, scope of services)- seeking solicitor/insurers advice as required \n * Negotiating appointments with client/client's solicitors \n * Monitoring progress of appointment documents \n * Interpreting legal documents and liaising with Project Leaders across all entities to assist their understanding of the scope and terms of their project appointment \n * Advising on commercial risks associated with major construction projects \n * Lending support to less experienced job runners in particular with contractual matters and on forms of building contract \n * Providing support to the practice's external legal advisors and insurance brokers in the event of any disputes \n * Advising project teams on procurement contractual matters \n * Liaising with a variety of teams including project teams, IT, HR, Finance, Submissions/Bids. \n * Assisting with insurance renewals for both commercial and professional indemnity policies across all studios \n ABOUT YOU \n A lawyer with 3pqe+ and experience in construction law gained within private practice or an in-house legal team, specifically in relation to design consultants with an understanding of their role and responsibilities within the wider construction team. \n \n * Can-do attitude with an enthusiasm to connect with the project teams and their work. \n * Ability to make sound judgements based on good insights and analytical rigour. \n * Strong communication skills. \n * Strong analytical, legal research and drafting capabilities. \n * Highly organised, detail oriented and a natural planner. \n * Sound knowledge of all industry specific contracts, regulations, and procedures. \n * Detailed understanding of the construction industry as a whole, not just the legal aspects. \n * The ability to work with a range of legal and non-legal professionals. \n * The ability to break down complex concepts into everyday terms. \n * Relationship building and client facing skills. \n * A knack for anticipating future issues. \n * Pragmatic, solutions-focused approach with the confidence to operate autonomously in a fast-paced environment. \n * Ability to manage multiple competing priorities and meet tight project deadlines. \n \n \n \n Lipson Lloyd Jones Ltd is acting as an Employment Agency in relation to this vacancy.

A highly successful and rapidly expanding wealth management business is seeking an experienced Senior Paraplanner to join its growing technical team. \n This is an excellent opportunity for a technically strong Paraplanner who enjoys working on complex client cases and wants to take on a broader role that includes technical leadership, mentoring and quality oversight. \n Working closely with Financial Planners, you will be responsible for producing high-quality research, analysis and financial planning recommendations across a wide range of client scenarios. You will also provide guidance and support to junior members of the team, helping to drive consistency, quality and best practice throughout the paraplanning function. \n \n Key Responsibilities: \n\n • Conduct in-depth research across pensions, investments, tax planning and protection solutions\n, • Prepare and review complex suitability reports and financial planning recommendations\n, • Produce detailed cashflow modelling and scenario planning\n, • Work closely with Financial Planners to develop bespoke client solutions\n, • Review, sense-check and sign off paraplanning reports\n, • Provide technical guidance, mentoring and support to Paraplanners and Junior Paraplanners\n, • Liaise with providers regarding technical queries and policy information\n, • Ensure advice remains compliant with FCA and regulatory standards\n, • Support process improvements and contribute to best practice initiatives\n, • Participate in technical projects, committees and working groups across the business\n\n \n Candidate Requirements: \n\n • Chartered Financial Planner status or demonstrably close to achieving Chartered status\n, • Minimum of five years' experience within Paraplanning or Technical Financial Planning\n, • Strong knowledge of pensions, investments, tax planning and protection products\n, • Experience using cashflow modelling and financial planning software\n, • Excellent analytical, communication and report-writing skills\n, • Passion for technical financial planning and mentoring others\n\n \n Package: \n\n • £55,000 - £68,000 basic salary\n, • Annual bonus of up to 10%\n, • Comprehensive benefits package\n, • Hybrid working (3 days office / 2 days home)\n, • Strong support towards continued professional development\n, • Opportunity to take on technical leadership responsibilities\n, • Clear long-term career progression opportunities\n\n \n This is an outstanding opportunity for an ambitious Senior Paraplanner to join a growing wealth management firm where technical expertise is highly valued and where there is genuine scope to influence, mentor and progress.

Marketing Planner - Premium Brand \n £30,000pa - £40,000pa + Company Benefits \n London \n A prestigious premium brand renowned for its innovative performance accessories and equipment collections is currently recruiting for a Marketing Planner to join its growing Head Office team in London. \n This is a fantastic opportunity for an experienced Marketing professional to take ownership of the brand's planning and coordination across marketing, events and partnerships end-to-end, while managing the marketing calendar and go-to-market plan across the business. \n Working closely with the CEO and managing the Creative Lead, the Marketing Manager will play a pivotal role in protecting and building the brand's position as the world's most recognisable luxury motorcycle helmet brand. \n The Role: \n\n • Own and manage the annual marketing calendar and go-to-market plan, aligning product launches, campaigns, events and channel activity throughout the year.\n, • Define and deliver integrated marketing campaigns and customer acquisition activity across all relevant channels, tracking and reporting performance against agreed KPIs.\n, • Protect and develop the brand's luxury positioning, tone of voice and visual identity across every customer touchpoint.\n, • Own the events and partnerships strategy end-to-end, including defining and delivering the annual events calendar, organising and attending events, and managing brand partnerships and activations.\n, • Lead PR and press strategy and execution, while managing ambassador and talent relationships.\n, • Drive brand collaborations with partners both within and outside of the motorcycle industry, working closely with the CEO.\n, • Manage the Creative Lead and oversee content output, directing the editing and delivery of creative assets to the Digital Team in line with the overall brand direction.\n, • Organise lifestyle shoots and product content\n, • Coordinate trade show presence and work closely with the Digital Team and CEO.\n\n In return, you will have the opportunity to join a highly respected and growing premium brand, offering excellent career progression, broad product exposure and a competitive salary and benefits package. \n BH36658

An established, boutique wealth management firm is seeking a Senior Wealth Planner to join its growing team. The firm operates at the top end of the market, specialising in complex, cross-border financial planning for high-net-worth and internationally mobile clients. \n This is a highly client-facing role within a collaborative “pod” structure, offering the opportunity to work closely with an experienced Senior Wealth Manager and gain exposure to sophisticated financial planning cases. \n The position would suit either: \n\n • A high-level Paraplanner looking to step into a more client-facing, technically complex role, or\n, • A Junior Adviser seeking to develop within a more intellectually challenging and high-end advisory environment\n\n \n The Role \n You will play a key role in supporting the end-to-end client journey, combining technical expertise with client interaction. \n Key responsibilities include: \n\n • Supporting onboarding through to ongoing client relationship management\n, • Attending client meetings, taking notes, and managing follow-up actions\n, • Acting as a key point of contact for clients, delivering a proactive, high-touch service\n, • Preparing detailed client reports, suitability reports, and recommendation documentation\n, • Producing and maintaining cashflow models and financial planning inputs\n, • Assisting with portfolio rebalancing, performance monitoring, and investment analysis\n, • Preparing FX transactions and supporting multi-currency portfolios\n, • Monitoring client accounts and investigating performance anomalies\n, • Liaising with internal teams and external providers to ensure seamless service delivery\n\n \n The role offers significant exposure to complex planning scenarios, including cross-border considerations, tax-efficient structuring, and high-value portfolios. \n \n About the Team \n You will join a well-established and high-performing team led by a Senior Wealth Manager who has progressed internally to Partner level. The environment is collaborative, supportive, and focused on long-term development. \n There is a clear pathway toward Wealth Manager / Adviser level, typically within 3+ years, with flexibility for high performers. \n Candidate Profile \n\n • 2–5+ years’ experience within wealth management, financial planning, or investment management\n, • Background in a Paraplanner, Senior Paraplanner, or Junior Adviser role\n, • Experience supporting client relationships and attending meetings is highly desirable\n, • Strong technical knowledge of financial planning and investment principles\n, • Excellent attention to detail and report writing skills\n, • Strong interpersonal and communication skills\n, • Proactive, organised, and able to manage multiple priorities\n\n \n Qualifications: \n\n • Level 4 Diploma (or working towards) – essential\n, • Progression toward Chartered status advantageous\n, • Package & Benefits\n, • Salary: £50,000 – £75,000 (dependent on experience)\n, • Exceptional Discretionary bonus\n, • Hybrid working (3 days office / 2 from home)\n\n \n Why Apply? \n\n • Work with high-net-worth, complex client cases\n, • Gain hands-on client exposure from day one\n, • Clear pathway to Adviser / Wealth Manager\n, • Join a firm known for technical excellence and high-quality client service\n, • Strong investment in training and professional development\n\n \n If you’re looking to step into a more sophisticated, client-facing planning role within a top-tier environment, this is an excellent opportunity to accelerate your career.

Financial Planner \n Remote \n OTE £100,000+ \n An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. \n This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies. \n You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.

We are working with a leading UK wealth management business to recruit an experienced Financial Adviser for their City of London office. \n This is an excellent opportunity to join a well-established, growing organisation with a strong reputation for delivering high-quality, holistic financial planning. The business has invested heavily in its people, technology and support infrastructure, creating an environment where advisers can focus on delivering outstanding client outcomes rather than administration or cold business development. \n \n The Opportunity \n The successful individual will inherit an existing portfolio of approximately 70 clients, with further opportunities to grow the client bank through referrals, internal introductions and ongoing relationship development. \n You will provide holistic financial planning advice across pensions, investments, protection, tax planning and estate planning, building long-term relationships with clients while delivering tailored solutions aligned to their financial objectives. \n Comprehensive paraplanning and administrative support is provided, allowing you to spend more time with clients and less time on paperwork. \n \n What's on Offer \n\n • £65,000 basic salary plus £10,000 bonus (Level 4 qualified)\n, • £75,000 basic salary plus £10,000 bonus for Chartered or near Chartered Advisers\n, • Additional performance-related bonus with excellent overall earning potential\n, • Existing portfolio of around 70 clients\n, • Full paraplanning and administrative support\n, • Hybrid working (typically 3 days in the office and 2 from home)\n, • Modern City of London offices\n, • Ongoing professional development and clear long-term career progression\n, • Comprehensive benefits package\n\n \n About You \n To be considered, you should have: \n\n • Level 4 Diploma in Financial Planning\n, • Current Competent Adviser Status (CAS)\n, • A valid Statement of Professional Standing (SPS)\n, • Strong technical knowledge across pensions, investments, protection and wider financial planning\n, • Excellent communication and relationship management skills\n, • A genuine passion for delivering exceptional client outcomes\n, • Chartered status, or progress towards Chartered, would be advantageous but is not essential.\n\n \n This is an outstanding opportunity for an ambitious Financial Adviser seeking a professional, client-focused environment where advice quality and long-term relationships are prioritised over aggressive sales targets.

Are you a qualified Financial Adviser looking for a role where you can focus on delivering exceptional advice without the demands of constant travel? \n I'm recruiting for an experienced Associate Financial Adviser to join a growing, client-focused wealth management business in London. This is an excellent opportunity to work with an established client bank, providing high-quality financial planning while building long-term relationships and delivering outstanding client outcomes. \n The Role \n As part of a collaborative advice team, you'll provide holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning. You'll work closely with paraplanners and adviser support colleagues, allowing you to focus on what you do best-helping clients achieve their financial goals. \n You'll be responsible for: \n\n • Providing regulated financial advice via telephone and Microsoft Teams.\n, • Conducting comprehensive client reviews and identifying financial planning opportunities.\n, • Developing tailored recommendations using the firm's centralised investment proposition.\n, • Preparing and presenting personalised financial plans and suitability reports.\n, • Building long-term client relationships through regular reviews and proactive communication.\n, • Identifying opportunities to develop existing client relationships and contribute to business growth.\n, • Maintaining high standards of compliance in line with FCA regulations and Consumer Duty.\n, • Working collaboratively with paraplanners, adviser support and the wider business to deliver exceptional client outcomes.\n\n What We're Looking For Essential \n\n • Level 4 Diploma in Regulated Financial Planning (or equivalent).\n, • Current Statement of Professional Standing (SPS).\n, • Demonstrable experience providing regulated financial advice. This can be 1 year plus experience\n, • CAS NOT a prerequisite\n\n Desirable \n\n • Chartered Financial Planner status or Level 6 qualification.\n, • Experience using CRM systems.\n, • Specialist financial planning qualifications.\n\n About You \n You'll be someone who genuinely enjoys building trusted client relationships and delivering advice that makes a real difference. \n You'll also have: \n\n • Strong technical knowledge across pensions, investments and protection.\n, • Excellent communication and relationship-building skills.\n, • A client-first approach with high ethical standards.\n, • The ability to explain complex financial concepts in a clear, engaging way.\n, • A collaborative mindset and desire to contribute positively to the wider team.\n, • A commitment to continuous professional development.\n\n Why Join? \n\n • Competitive basic salary of £50,000 - £60,000 depending on experience and qualifications.\n, • Established client-focused business with an excellent reputation.\n, • Primarily desk-based role with minimal travel.\n, • Collaborative environment with dedicated paraplanning and adviser support.\n, • Opportunity to build lasting client relationships rather than chase new business.\n, • Supportive culture that encourages professional development and career progression.\n\n If you're a relatively newly qualified Financial Adviser looking for a role where you can concentrate on delivering high-quality financial planning while being supported by an experienced team, we'd love to hear from you. \n Apply today or contact us for a confidential conversation. \n \n 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. \n \n Our Diversity, Equity and Inclusion Mission \n 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.

Senior IFA Administrator – Wealth Management \n Location: North London \n Salary: £30,000 – £45,000 per annum, depending on skills and experience \n Job Type: Full-time, Permanent \n Hours: Monday to Friday, 9:00am – 5:30pm \n About the Role \n An established Wealth Management and Independent Financial Adviser (IFA) practice is looking for an experienced Senior IFA Administrator to join its friendly and established team. \n Working closely with Wealth Managers and Financial Planners, you will provide high-quality administrative and client support, helping to ensure the smooth running of the practice and the delivery of an excellent service to clients. \n This is an ideal opportunity for an experienced IFA Administrator or Wealth Management Administrator who is highly organised, detail-oriented and confident managing their own workload in a busy, client-focused environment. \n Key Responsibilities \n\n • Managing client correspondence, including emails and telephone enquiries, and directing queries to the appropriate Wealth Manager or Financial Planner.\n, • Supporting new business processing, including new client onboarding and liaising with clients, providers and other relevant parties.\n, • Adding and maintaining accurate client information on back-office systems.\n, • Recording fees, payments and other relevant financial information on internal systems.\n, • Preparing and updating client packs, documentation and supporting materials.\n, • Managing client requests, including fund movements and transfers.\n, • Supporting Wealth Managers and Financial Planners with the preparation of paperwork for client reviews.\n, • Arranging client review meetings and managing associated follow-up administration.\n, • Diarising and monitoring income payments, management fees and asset transfers.\n, • Producing client valuations and liaising with providers to obtain outstanding statements and resolve queries.\n, • Supporting and overseeing client-related systems and processes to ensure an efficient end-to-end service.\n, • Assisting with general office administration and day-to-day office management.\n, • Providing guidance and support to junior members of the administration team.\n\n About You \n The ideal candidate will have: \n\n • A minimum of 5 years' financial administration experience, ideally within an IFA, Wealth Management or Financial Planning environment.\n, • Strong knowledge of financial services administration and client processes.\n, • Good working knowledge of Microsoft Office, particularly Outlook and Excel.\n, • Excellent written and verbal communication skills.\n, • Strong attention to detail and a high level of accuracy.\n, • Confidence working with numbers and financial information.\n, • Excellent organisational and time-management skills.\n, • The ability to prioritise and manage a changing workload.\n, • A professional, personable and client-focused approach.\n, • The ability to work independently as well as part of a team.\n, • A strong work ethic and proactive approach to problem-solving.\n\n The Opportunity \n This is an excellent opportunity for an experienced Senior IFA Administrator to join a professional and established Wealth Management practice. \n You will work alongside experienced Wealth Managers and Financial Planners, taking ownership of a varied administrative workload and playing an important role in supporting both clients and the wider team. \n Interested? \n If this sounds like the right opportunity for you and you’re interested in taking the next step, we’d love to hear from you. \n Please get in touch to find out more about the role and discuss your experience.

Senior Financial Planner - £90K - £110K + Bonus + Comprehensive Benefits \n A high quality and successful B-corp, CEFEX & Chartered status Financial Planning business is looking for a new Financial Planner to join their team. \n As a result of a Director retiring in the next 18 months, the business is looking for an experienced, technically sound Financial Planner to take responsibility for this Client bank, as this Director reduces client contact. This individual would then become the primary planner to these clients and would work with other HNW client referrals from the existing internal and external relationships (Accountants and professional connections). \n The salary is £90K - £110K plus Bonus, full Benefits and Hybrid working. A Senior leadership position and running a team are a natural progression steps should this be of interest. \n Good technical skills (Chartered or close to) alongside a strong depth of experience and understanding of advising HNW Clients and working with professional connections is required.

Financial Planner - London \n To £80,000 basic, plus annual bonus and an exceptional benefits package \n London office, hybrid working \n \n An established client bank producing in excess of £300,000 in recurring revenue, handed over from a retiring Financial Planner. \n \n The opportunity \n \n We are working with the Private Wealth division of a multinational financial services organisation to recruit a Financial Planner into their London office. \n \n This is a rare opportunity. Rather than building from scratch or inheriting a fragmented book, the successful candidate will take over an active, established client bank from a Financial Planner who is retiring from the business. That book currently produces over £300,000 in recurring revenue, and comes with access to new business opportunities alongside it. \n \n For an adviser who has spent time servicing other people's clients, or who has been asked to bring assets with them elsewhere, this is a genuine step forward — an immediate, income-producing client base within a chartered business with national reach. \n \n About our client \n \n Our client is a chartered firm with a national presence and an excellent reputation, forming part of a substantial international financial services group. Their UK Private Wealth division is well established and growing. \n \n They provide holistic advice across retirement planning, investments, protection and tax planning to private clients throughout the UK, supported by a strong central proposition, dedicated paraplanning and administration teams, and an established London team of experienced Chartered Financial Planners. \n \n The role \n \n Based from the London office with hybrid working, you will: \n \n\n • Take over and manage an established portfolio of private clients, providing advice tailored to their individual circumstances and objectives\n, • Manage the transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong relationships throughout the handover\n, • Provide financial planning advice through comprehensive KYC and needs analysis, identifying solutions within the principles of best advice and suitability\n, • Work alongside the support team to produce advice reports to business and regulatory standards, and implement the solutions agreed with clients\n, • Manage workflow with the support teams so that all associated administration meets the firm's record keeping and file quality requirements\n, • Deliver ongoing services to existing fee-paying clients in line with the service level they have been promised\n, • Maximise the revenue opportunity within the client bank, contributing to the wider growth of the division\n, • Deal with advice enquiries generated from within and outside the business, promote the firm's services to external introducers, and work with colleagues across the wider group to identify new opportunities\n, • Maintain high standards of client care at every stage of the advisory process, complying with the FCA's Statements of Principles and the firm's documented performance standards and compliance plan\n, • Maintain competence through ongoing review of your own training needs, evidenced by a current Statement of Professional Standing\n\n \n What you will need \n \n\n • Chartered status with the CII, or clear and demonstrable progress towards it\n, • A current Statement of Professional Standing\n, • A minimum of three years' relevant industry experience in an advisory capacity\n, • Comprehensive industry and technical knowledge across retirement, investment, protection and tax planning\n, • Excellent interpersonal and communication skills, with the ability to build trust quickly — important given you will be inheriting existing client relationships\n, • The ability to work in a structured, efficient manner and to make effective use of support staff\n\n \n Package and benefits \n \n\n • Base salary to £80,000\n, • Annual discretionary bonus based on performance\n, • Pension with employer contributions of up to 12%\n, • Life assurance at six times pensionable salary, with the flexibility to increase cover\n, • Company-funded private medical cover, with the option to add partner and family cover\n, • Access to a virtual GP service\n, • Income protection at 60% of salary, with the option to increase to 75%\n, • Short-term disability cover of six months at full pay after one year of service\n, • An annual allowance towards health screening\n, • 25 days' holiday, with the option to buy or sell up to five days\n, • Hybrid working from the London office\n\n \n How to apply \n \n If this opportunity is of interest, please apply with an up to date CV and we will be in touch to discuss it in more detail. All applications are handled in the strictest confidence.

Are you an experienced Financial Advisor seeking the independence of self-employment with the backing of a growing, ambitious financial planning firm? This Self-Employed Financial Advisor opportunity offers you the freedom to work remotely while benefiting from comprehensive back-office support, allowing you to focus on what you do best – advising clients and growing your practice. \n \n This long-established financial planning firm has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter. \n \n As a Self-Employed Financial Advisor, you'll bring your existing client bank and have the autonomy to manage your practice your way. However, you won't be alone – you'll have access to a fully resourced paraplanning team and administrative support, taking the burden of report writing and client paperwork off your shoulders. Additionally, marketing support and potential client referrals provide opportunities to expand your business further. \n \n This Financial Advisor role is ideal for someone who values flexibility, wants to retain control of their client relationships, and is looking for a platform that enables them to thrive without the constraints of traditional employment. \n \n Self-Employed Financial Advisor Requirements: \n \n • Level 4 Diploma in Regulated Financial Planning (Essential) \n • Proven experience as a Financial Advisor with an established client bank \n • Previous self-employed advisory experience (Desirable) \n • Chartered Financial Planner status or working towards (Desirable) \n • Strong technical knowledge across holistic financial planning \n \n The Company \n \n This long-established financial planning firm has recently undergone new management following an acquisition. The new leadership team is focused on building upon strong existing foundations and developing enhanced service offerings for both new and existing clients, making this an exciting time to join the business. \n \n Self-Employed Financial Advisor Benefits: \n \n • Attractive commission structure \n • Full paraplanning support \n • Comprehensive administrative support \n • Remote working with access to office space in Harrow \n • CRM systems provided \n • Marketing support and referral opportunities \n \n Location \n \n This Self-Employed Financial Advisor position is remote-based with access to office facilities in Harrow, Greater London. \n \n Ready to take control of your advisory career? Apply today to discuss this exciting Self-Employed Financial Advisor opportunity. \n \n \n Liability and Disclaimer \n \n Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

We have a brilliant opportunity for an experienced IFA/Financial Adviser to join a successful wealth manger in London. \n The Role \n We’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business. \n You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection — ensuring clients achieve their financial goals with clarity and confidence. \n \n Key Responsibilities \n\n • Provide expert, independent financial planning and advice to new and existing clients.\n, • Build and maintain long-term client relationships based on trust and integrity.\n, • Conduct comprehensive financial reviews and create bespoke financial plans.\n, • Work closely with paraplanning and administrative teams to deliver exceptional client service.\n, • Stay up-to-date with regulatory changes and market developments.\n, • Identify opportunities for business growth while maintaining the firm’s high ethical standards.\n\n About You \n\n • Minimum 5 years’ experience in financial planning or wealth management.\n, • Proven track record of providing holistic, client-focused advice.\n\n What is offered: \n\n • Competitive salary and bonus structure.\n, • Established and loyal client base.\n, • Ongoing professional development and CPD support.\n, • Supportive, collaborative team culture.\n, • Opportunities to contribute to business strategy and client service innovation.\n

Lead Financial Planner \n Location: Kingston Upon Thames \n We are seeking an ambitious and commercially minded Lead Financial Planner to lead and grow a successful Financial Planning office. This is an exciting opportunity for an experienced Financial Adviser or Practice Manager looking to combine client-facing advice with leadership, people management, and business growth responsibilities. \n Reporting to the Regional Director, you will oversee the day-to-day management of the office, support and develop advisers and operational staff, ensure regulatory compliance, and drive profitable growth while continuing to build and service your own client portfolio. \n You must be level 4 Diploma qualified (minimum), an experienced Financial Planner, able to demonstrate a track record of delivering organic business growth and have experience of managing / leadership. \n Basic salary to £80k + generous bonus scheme, pension and benefits.

Experienced Financial Adviser \n Central London, hybrid working \n Up to £90,000 plus bonus \n \n This role is best suited to financial advisers with experience working closely with private clients and helping them achieve their personal financial goals. The firm is looking for a chartered or nearly chartered financial adviser to join them during a period of growth. \n Success in the position will come from building long term client relationships, converting new client opportunities, and bringing new revenue into the business. If you enjoy delivering high quality financial advice, developing relationships and working with private clients, this could be the right opportunity for you. \n You will be joining a well established and supportive firm that offers a competitive salary, bonus potential, career development, and the tools to grow both your experience and earnings. \n \n The Business \n Our client is a directly authorised, independent financial advisory firm that has been providing trusted advice for over 30 years. Chartered and highly respected, they specialise in pensions, investments, and protection for individual clients. \n With a strong reputation and continued growth plans, they are now looking to grow their team by hiring an adviser who can help bring new individuals and families into the firm. \n \n The Role \n You will be responsible for providing holistic financial advice to private clients across pensions, investments, and protection. \n Alongside delivering high quality advice, you will play an important role in converting new client opportunities and identifying ways to grow revenue. The firm has an excellent reputation, established marketing resources, and an experienced support team, but they are looking for someone who is commercially minded and comfortable contributing to the continued growth of the business. \n This is an opportunity to deliver truly independent advice, build long term trusted relationships with individuals and families, and be rewarded for the value you bring. \n \n The Benefits \n\n • Salary up to £90,000, negotiable\n, • Bonus scheme\n, • 26 days holiday, rising to 31 after 5 years, plus bank holidays\n, • Generous employer pension contribution\n, • Death in Service cover\n, • Income Protection cover\n, • Private Medical Insurance and Health Cash Plan\n, • Full support towards professional qualifications\n, • New client opportunities and business development support\n, • Established support team and marketing resources\n\n \n Requirements \n\n • Experience as a financial adviser for at least three years\n, • Qualifications completed through the CII\n, • Chartered already, or very close to achieving chartered status, ideally within the next 6 months\n, • Experience advising private clients across pensions, investments, and protection\n, • Confident converting new client opportunities and helping to grow revenue\n, • Strong relationship building and client management skills\n\n \n Apply \n If this sounds like the right move for you, apply today with your CV and contact details. The process is quick and straightforward. \n Synonyms: Financial Adviser, Financial Planner, IFA, Independent Financial Adviser, Wealth Adviser

Are you looking to progress your career towards becoming a fully qualified Financial Adviser or Wealth Manager? \n An exciting opportunity has arisen for a Trainee Financial Adviser / Associate Wealth Manager to join a growing and highly regarded Wealth Management firm with over £1 billion in Funds Under Management. \n This is an excellent opportunity for someone with existing Wealth Management or Financial Planning experience who is looking to develop their technical knowledge, gain further qualifications and progress towards becoming a Chartered Financial Planner. \n The Role \n Working alongside a Senior Wealth Manager and their growing team, you will receive structured training and development while continuing your journey towards becoming a fully qualified Wealth Manager. \n The role will include: \n\n • Attending client meetings alongside Wealth Managers\n, • Managing actions arising from client meetings\n, • Carry Forward, Annual Allowance and Lifetime Allowance calculations\n, • Investment analysis and research\n, • Preparing detailed cash-flow modelling\n, • Responding to technical and administrative client enquiries\n, • Identifying opportunities and referrals from existing clients\n, • Managing workflow through Salesforce and internal business trackers\n\n About You \n We are looking for someone who has: \n\n • Relevant experience within a Wealth Management or Financial Planning environment\n, • At least 2 RO exams passed, or currently working towards a Diploma in Financial Services\n, • A genuine interest in progressing into a Financial Adviser / Wealth Manager position\n, • Excellent attention to detail\n, • Strong communication and interpersonal skills\n, • A proactive, professional and positive approach\n, • The ability to work independently and use their own initiative\n, • A strong desire to develop their career within Wealth Management\n\n What's on Offer \n\n • £29,000 – £33,000 salary, dependent on exams passed\n, • Bonus scheme\n, • Structured training and development programme\n, • Clear career progression\n, • Opportunity to work towards becoming a Chartered Financial Planner\n, • 21 days holiday plus 3 additional days between Christmas and New Year\n, • 12 Family Friday half-days per year\n, • Additional holiday based on length of service\n, • Competitive pension scheme\n, • Funded Private Medical Insurance\n, • Employee Assistance Programme\n, • Gym membership and financial wellbeing benefits\n, • Daily breakfast in the office\n, • Regular team and company-wide social events\n\n If you are currently working in Financial Planning, Wealth Management or Adviser Support and are looking for the next step towards becoming a Financial Adviser or Wealth Manager, this could be an excellent opportunity for you. \n Please get in touch today to find out more or apply.

Associate Wealth Manager - Pathway to Advice \n Location: London \n Salary: £29,000 - £33,000 (dependent on exams) + bonus \n \n Looking to fast-track your career into Financial Advice? \n \n We're supporting a highly regarded and fast-growing Wealth Management firm in central London that is looking to appoint an Associate Wealth Manager as part of its structured adviser development programme. \n \n Managing over £1bn of client assets, the business has built an outstanding reputation for developing future advisers, offering genuine mentoring, technical exposure and a clear route towards becoming a Chartered Financial Planner. \n \n The opportunity \n \n Working alongside experienced Wealth Managers, you'll become involved in every stage of the client journey, attending meetings, supporting technical planning and building the knowledge and experience needed to progress into an advisory role. \n \n With a structured development programme expected to take around 18 months, this is an ideal opportunity for someone who has already started their professional exams and is committed to a long-term career in financial planning. \n \n You'll be involved in: \n\n • Attending client meetings alongside Wealth Managers\n, • Managing client servicing and follow-up actions\n, • Preparing technical calculations, cashflow models and planning reports\n, • Conducting investment research and analysis\n, • Responding to client queries\n, • Identifying opportunities within existing client relationships\n, • Supporting advisers throughout the end-to-end planning process\n\n \n This opportunity would suit a qualified or part-qualified individual with a genuine ambition to become a Financial Adviser, looking to join a firm that can offer excellent mentoring, career progression and long-term development. \n \n About You \n\n • Experience within a wealth management / financial planning environment\n, • Minimum of 2 RO exams (or equivalent)\n, • Strong attention to detail and organisational skills\n, • Confident communicator with a professional approach\n, • Motivated, proactive, and keen to progress into an advisory role\n\n \n Why This Role \n\n • Clear pathway to becoming a Chartered Financial Planner\n, • Exposure to high-quality clients and experienced advisers\n, • Strong internal support and training structure\n, • A collaborative, social, and high-performing team environment\n\n \n Benefits \n\n • Competitive bonus structure\n, • Hybrid working\n, • Pension scheme\n, • Private medical cover\n, • Employee wellbeing support (including GP access, discounts, gym benefits)\n, • Regular team socials and company events\n, • Daily breakfast in the office\n, • Extra days off over Christmas\n, • Monthly early finish ("Family Friday")\n, • Additional leave with service\n\n

A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one. \n \n Your purpose \n \n You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter. \n \n What the job involves \n \n • Processing existing client onboarding across the central region \n • Completing all review meeting documentation and follow-up \n • Handling new business cases and ongoing client work \n • Preparing Letters of Authority and ensuring data accuracy \n • Working through structured task lists as cases come in \n • Liaising with Financial Advisers and Paraplanners to ensure they have what they need \n \n IFA Client Service Associate Requirements \n \n • Essential: experience in an IFA administration role with strong client onboarding knowledge \n • Essential: familiarity with Letters of Authority and the advice process \n • Essential: comfortable working in a centralized team across multiple planners \n • Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner \n • Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role \n \n About the business \n \n This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people. \n \n IFA Client Service Associate Benefits \n \n • Salary of £28,000 to £32,000 \n • 37.5 hours per week, fully remote \n • 28 days holiday plus bank holidays, rising by one day per year to 30 days \n • 4x death in service, private medical insurance, group income protection \n • Employee assistance programme, Medicash, 8% combined pension contribution \n • Discretionary annual bonus \n \n What happens next \n \n Your application comes to Premier Jobs UK, we reply to every candidate either way, and where the experience fits we'll call to understand what you're looking for. Apply now for this remote Client Service Associate role and take the next step in your IFA career. \n \n Liability and disclaimer \n \n Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.

Job Title: Property Services Planner/Scheduler Contract Type: Permanent Salary: £34,280.35 Per Annum Working Hours: 35 Hours per week Working Pattern: Monday - Friday, Hybrid Location: Arlington House, London \n If you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter. At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don't meet all the essential criteria on the job description. \n Please note that whilst we will accept applications on the basis of any form of valid legal permission to work in the UK, we will be surrendering the Riverside Sponsorship licence, so for the avoidance of doubt, we are unable to apply for any further sponsorships whether on behalf of existing colleagues or candidates. \n The difference you will make as a Property Services Planner/Scheduler \n As a Planner you will form part of a local repairs team which ensures that works orders are scheduled through the In-house appointments system, repairs works are allocated to trade operatives and all works are carried out with minimal average turnaround time. \n About you \n We are looking for someone with: \n • Educated to GCSE (or equivalent) in English & Maths. \n • Experience of working in a pressurised environment and dealing with challenging situations. \n • Good time management, planning & organisational skills. \n • Good on computerised systems. \n Why Riverside? \n At Riverside, we’re a housing association with a difference – enhancing the everyday for all our customers. For 90 years, we’ve been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives. \n We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us. \n Working with us, you’ll enjoy: \n • Competitive pay & generous pension \n • 28 days holidays plus bank holidays \n • Flexible working options available \n • Investment in your learning, personal development and technology \n • A wide range of benefits \n Diversity and Inclusion at Riverside: \n We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues. \n Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview. \n Applications may close before the deadline, so please apply early to be considered. \n Role Profile \n • Support the scheduling of operative and sub-contract resource to ensure effective resource management, delivery of a customer focused repairs service and that performance targets are met / achieved. \n • Ensure IT systems are operated effectively, operatives are using and updating their PDAs appropriately and schedule of rate codes are inputted correctly. \n • Ensure repairs are monitored and updated on an ongoing basis in relation to job status, including jobs raised booked within target time, cancelled works orders, repairs without appointments, overdue jobs and all follow on jobs are actioned by the end of each day. \n • Ensure the customer experience is central to all activities by adopting a professional manner when communicating with service users, clients, and both internal/external stakeholders This includes but is not limited to appearance, company ID, maintaining a high standard of Health & Safety requirements. \n • A key person communicating between the resident and maintenance worker regarding ongoing work/s where required and liaison with colleagues to ensure accurate & timely information provided. \n • Work with all team members including, administrators, operatives, supervisors and subcontractors to ensure an efficient and productive service is delivered to service users and client and to support the attainment and maintenance of high levels of satisfaction with performance delivery in accordance with agreed standard operating procedures. \n • Follow and support policies, procedures, initiatives and work instructions at all times and keep all supplied company assets in a good condition in line with the company policies and report to your Manager where damages occur. \n • Provide back up to all other planners, covering any absences and attend informal and formal company & client meetings and training sessions as required. \n • The primary reporting line is to the works scheduler team leader; however, the job role will include a close working relationship with other Riverside Property Services staff. This role requires a person with the ability to communicate at all levels with other parts of the Riverside Group, residents, and Riverside Property Services staff. \n • Assist with the delivery of day-to-day service so as to maximise contract performance against KPI’s, minimise default notices and penalties and to ensure high levels of customer service so as to achieve contract value. \n • Assist in the control the costs of such items as man hours, equipment, vehicles, stock and tools, thus minimising wastage, and avoidable expenditure. \n • Gain appropriate sign off for expenditure and Identify cost effective service delivery options to reduce cost. \n • The jobholder will liaise with the Riverside Group and its agents, Riverside Property...

Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. \n Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client’s current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. \n The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. \n This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. \n Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning \n By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Trainee Financial Planner/Adviser \n Location: Central London \n Starting salary: £33-36,000 + Bonus + Excellent Benefits \n \n Are you ambitious, driven and looking to build a long-term career in financial advice? \n We are currently working with a highly regarded Wealth Management firm who are seeking talented individuals to join their established Trainee Financial Planner Programme, offering a clear and structured pathway towards becoming a qualified Financial Adviser. This is an excellent opportunity to develop professionally, build lasting client relationships and progress within a successful and growing financial planning business. \n Based in modern offices in Central London, their business has built a strong reputation for developing high-quality talent through a proven adviser academy programme. They are passionate about investing in their people and take pride in creating an environment where individuals can thrive, learn and achieve their full potential. \n This role forms part of a structured development programme overseen by an experienced Adviser Development Manager, who will support your progression from trainee through to adviser status and beyond. \n You will receive guidance and support to achieve your professional qualifications, including the CII Diploma in Regulated Financial Planning, with longer-term opportunities to work towards Chartered Financial Planner Status. \n The initial phase of the programme focuses on developing a strong understanding of client administration and business processes, providing the foundations for a successful career in financial planning. You will work closely with experienced advisers, Chartered Financial Planners, technical specialists and colleagues at various stages of their own professional development. \n \n Key Responsibilities \n Support advisers and planners with client administration activities. \n Maintain accurate client records and documentation. \n Assist with preparing information and reports for client meetings. \n Develop a strong understanding of financial planning processes and advice delivery. \n Build professional relationships with clients and colleagues. \n Work towards achieving professional qualifications and career milestones. \n Contribute positively to team objectives and business goals. \n What We're Looking For \n Experience \n Previous administration experience is preferred. \n Understanding of business support processes and systems is advantageous. \n Knowledge \n Awareness of the financial services market, including financial products, tax wrappers and the role of a Financial Adviser. \n Understanding of investment and fund management principles is desirable. \n Strong IT skills; experience with financial planning systems and platforms is beneficial but not essential. \n Skills \n Strong work ethic and positive attitude. \n Excellent organisational and time-management skills. \n High attention to detail. \n Strong verbal and written communication skills. \n Confident and professional telephone manner. \n Ability to work effectively under pressure and to deadlines. \n Self-motivated with the ability to work independently while contributing to team success. \n Qualifications \n Commitment to achieving the CII Diploma in Regulated Financial Planning through the Academy Programme (if not already attained). \n Ambition to progress towards Chartered Financial Planner Status. \n \n Full job specification available on request \n Send your CV to Jim at Financial Divisions.

Paraplanner \n London | £45,000–£50,000 + Up to 12% Bonus \n An established Chartered financial planning firm is looking for an experienced, Diploma-qualified Paraplanner to join its London team. \n This is a technically focused position offering involvement throughout the financial planning process, including the opportunity to attend client meetings. You will conduct research, formulate recommendations, complete cash-flow modelling and produce high-quality suitability reports while working closely with experienced Financial Planners. \n The business also offers genuine long-term progression. Paraplanners are supported towards Chartered status, and three people have progressed from paraplanning into financial advice roles during the past year. \n The role \n You will take ownership of cases and provide comprehensive technical support to Financial Planners and their clients. \n Your responsibilities will include: \n\n • Conducting detailed financial planning research and analysis\n, • Formulating suitable planning recommendations\n, • Preparing pre-meeting analysis and documentation\n, • Producing technically accurate suitability reports\n, • Completing cash-flow modelling\n, • Attending client meetings and taking detailed notes\n, • Liaising directly with clients when appropriate\n, • Working closely with Financial Planners and the Client Service Team\n, • Managing your own workflow and deadlines\n, • Maintaining accurate client records\n, • Keeping up to date with technical, market and regulatory developments\n, • Contributing to projects and process improvements\n\n What we are looking for \n You should have: \n\n • At least two years’ paraplanning experience\n, • The Level 4 Diploma in Regulated Financial Planning\n, • Strong technical knowledge across pensions and investments\n, • Experience conducting research and formulating recommendations\n, • Experience producing high-quality suitability reports\n, • Knowledge of cash-flow modelling\n, • Excellent written and verbal communication skills\n, • Strong organisation and attention to detail\n, • The ability to manage your own workload with limited supervision\n, • A genuine interest in continuing your professional development\n\n Strong knowledge of Intelliflo would be particularly beneficial. \n The firm is open to career Paraplanners as well as candidates who may eventually want to move into financial advice. Those interested in advice would ordinarily be expected to establish themselves for at least one to two years before progressing. \n Development and culture \n The business operates an in-house academy with regular technical and professional development sessions. Support is available for candidates who want to work towards Chartered Financial Planner status. \n The firm has more than £2 billion in assets under advice, 51 Financial Planners and approximately 110 employees. Its average employee age is around 33, contributing to a collaborative, ambitious and progressive working environment. \n Package and working arrangements \n\n • £45,000–£50,000 salary\n, • Discretionary bonus of up to 12%\n, • Pension\n, • Private medical insurance\n, • Life assurance\n, • Income protection\n, • Support towards Chartered status\n, • Potential longer-term pathway into financial advice\n, • Hybrid working following successful completion of probation\n

BRAND NEW ROLE - SEPT 2026 \n Manage £110m AUM from a retiring adviser \n London and Surrey based role \n Up to £90k salary with bonuses giving c.£150k take home \n\n • Chartered Financial Planner (or very close to completion)\n, • Servicing role – no expectation to win new business\n, • Manage £110m AUM book of business from a retiring adviser\n, • Up to £90k basic salary with bonuses on top giving c.£150k take home\n, • Clients are retirees, families, City professionals, business owners\n, • Lots of pensions, investments, IHT and intergenerational family work\n, • Average client has £500k - £2m invested\n, • Top client has £15m+ invested\n, • Clients spread across London and North & East Surrey\n, • You need to be resident or close to these areas\n, • Mix of office based in London and also in Surrey and then out meeting clients\n, • Full administration and paraplanning support from a pooled team\n\n Contact Peter at Financial Divisions for more information

Are you a skilled Paraplanner/Client Manager looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. \n Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Client Manager who will join their team in Central London. \n The role involves servicing a portfolio of HNW clients. Responsibilities will include conducting in depth reviews and ensuring long term client needs are met. \n Applications are inviting from skilled Financial Services professional with experience of Paraplanning and Client Management gained within an IFA environment. You will be qualified to Diploma level and be progressing toward Chartered Status and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Tax and Protection products. You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude. In addition, you must be comfortable dealing with HNW Clients. \n This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services. \n Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA \n By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website

Trainee Financial Planner \n Location: London \n Salary: Starting at £33,000, increasing to £36,000 once 4+ exams are passed, with a further salary increase on completion of the Diploma \n The Opportunity \n Are you thinking seriously about a career as a Financial Adviser and looking for a structured programme that will help you get there? \n Perhaps you're an education leaver looking to start a career in financial planning, or you are already working within financial planning but frustrated by the lack of a clear route into advice, or you're considering a career change and ready to dedicate yourself to developing a new profession? \n This is a rare opportunity to join an established Trainee Financial Planner programme with a proven track record of developing high-quality Advisers. \n A Genuine Route into Advice \n This isn't simply a trainee role with the hope of progression further down the line. There is an established programme designed specifically to help you develop into a Financial Adviser. \n You'll be supported by an experienced Adviser Development Manager, who will work with you throughout the programme - The programme is designed to develop you into a Financial Adviser over typically five years, giving you the technical knowledge, qualifications, client experience and professional skills required to succeed. \n The programme is designed around your individual development, with support provided across both the technical and softer skills needed to become a successful Adviser. \n That includes: \n\n • Support towards the qualifications required for your role and onward progression towards Chartered status\n, • An individual development plan based around your strengths and areas for development\n, • Exposure to experienced Advisers and Financial Planners\n, • Development of client-facing and communication skills\n, • Building the confidence, ambition and professional skills required for advice\n, • A collaborative and supportive approach throughout your development\n\n The Company \n With just over 100 employees, this is an established and growing Chartered and award-winning financial planning business with an excellent reputation for developing and retaining its people. \n The business is genuinely committed to developing its people and believes that the best results come from giving employees the right support, training and opportunities to grow. \n The culture is a big part of what makes the business stand out. It's a social, collaborative environment where people genuinely enjoy working together, with regular team and company-wide social events. \n We've placed several people into the business ourselves, and one of the things that really stands out is the staff retention. People join, develop and stay because they feel supported and can see where their career can go. \n Qualifications & Salary Progression \n Your professional qualifications form an important part of the programme, with the business investing in your development throughout. \n\n • Starting salary of £33,000\n, • Salary increasing to £36,000 once 4 or more exams have been passed\n, • Further salary increase on completion of the Diploma\n, • Full support towards the qualifications required for progression\n, • Continued development and support towards Chartered status\n\n What's else is on offer \n\n • £33,000 starting salary\n, • £36,000 once 4+ exams have been passed\n, • Further salary increase on completion of the Diploma\n, • Established Trainee Financial Planner programme\n, • Proven track record of developing high-quality Financial Advisers\n, • Dedicated Adviser Development Manager\n, • Structured individual development plan\n, • Full support towards professional qualifications\n, • Exposure to experienced Chartered Financial Planners and Advisers\n, • Modern central London office\n, • 32 days annual leave including bank holidays\n, • Option to buy and sell holiday\n, • Private medical insurance\n, • Income protection\n, • Death in Service\n, • Company pension scheme\n, • Rail Season Ticket Loan\n, • Regular team and company-wide social events\n\n Who Would This Suit? \n This programme is designed for people who are genuinely committed to building a career in financial advice. \n We're looking for someone who: \n\n • Has a genuine interest in financial planning and becoming a Financial Adviser\n, • Is committed to learning and developing over the course of the programme\n, • Has excellent communication and relationship-building skills\n, • Works well with others and enjoys being part of a collaborative team\n, • Is dependable, professional and takes responsibility for their work\n, • Has the ambition and drive to achieve their goals\n, • Demonstrates integrity and a client-focused approach\n, • Is comfortable developing their networking and relationship-building skills\n, • Is willing to put the work into both the technical qualifications and the softer skills required to become a successful Adviser\n\n If becoming a Financial Adviser is something you're genuinely committed to, and you're looking for a business that will invest in you, give you a structured route forward and surround you with people who can help you get there, this is a rare opportunity to start that journey.

This practice prides itself on delivering high-quality, holistic financial advice built on trust, integrity, and genuine care. As a Chartered firm they uphold the highest standards of professionalism and client service and they are looking for the next key hire in London. \n We are looking for a talented, relationship-focused Chartered Financial Adviser to join the team at a key part of their growth journey \n The Role \n This is a rare opportunity to step into a well-established client-facing role, with the majority of your time spent advising and nurturing an existing portfolio of long-term clients. You'll also benefit from warm internal referrals and business development support to continue growing your book in a sustainable, high-quality way. \n Key Responsibilities: \n\n • Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning\n, • Manage and develop relationships with a loyal base of existing clients\n, • Identify new advice opportunities through reviews, referrals, and internal channels\n, • Collaborate with a dedicated support team (paraplanning and admin) to ensure a smooth and compliant advice process\n, • Maintain high professional and ethical standards in line with their Chartered status\n\n Requirements: \n\n • Level 6 Chartered Financial Planner (or equivalent) qualification (or very close to)\n, • Proven experience as a Financial Adviser\n, • Strong interpersonal and relationship management skills\n, • Confidence in dealing with complex client needs and high-net-worth individuals (£1 million plus average case size)\n, • Based in or near London with flexibility for face-to-face and remote meetings\n, • A team player who values long-term relationships over short-term gains\n\n Why could this opportunity be for you? \n\n • A supportive, client-first culture backed by financial and tech focused support\n, • A book of existing clients ready for you to manage and grow\n, • Hybrid working options\n, • Dedicated paraplanning and admin support to allow you to focus on what you do best\n, • Access to market-leading technology, compliance, and training\n, • Clear progression opportunities and CPD support\n\n Next steps? \n If you're an experienced, Chartered Adviser looking to join a values-led firm that empowers you to do your best work, we'd love to hear from you. Please send your cv or use the contact info below for a confidential discussion \n \n \n Contact David Elders on or \n 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. \n \n Our Diversity, Equity and Inclusion Mission \n 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.

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? \n This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition. \n \n The Opportunity \n You’ll take over a well-established client book following the firm’s recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years. \n Over the next 12–18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book. \n The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further. \n \n Key Details \n\n • Fully serviced client bank provided – c.200 UHNW families\n, • Recurring income circa £700k\n, • Full handover and mentoring period from the existing adviser (retiring 2027)\n, • Home-based role with flexible working and office access as required\n, • Client locations primarily across London, Kent, Surrey, and Sussex\n, • Full paraplanning and sales support provided\n\n \n About You \n\n • Level 4 Diploma qualified (Chartered or working towards preferred)\n, • Minimum 3 years’ experience providing holistic financial advice\n, • Strong client relationship and interpersonal skills\n, • Entrepreneurial and commercially minded with a focus on long-term service\n, • Located within a commutable distance of Sidcup or the South East region\n\n \n Remuneration & Benefits \n\n • Highly flexible basic salary, fully negotiable for the right individual\n, • 35% bonus on new business written + share of recurring income\n, • Uncapped earning potential\n, • Excellent benefits package\n, • Full paraplanning and administrative support\n\n \n This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.

I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. \n This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business. \n The Role \n You'll be responsible for: \n\n • Delivering high-quality financial planning advice to existing private HNW and UHNW clients\n, • Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors\n, • Conducting annual reviews and presenting clear, engaging recommendations\n, • Growing your client bank through referrals, networking, and professional connections\n, • Working collaboratively with paraplanning and client support teams\n, • Supporting a positive, client-focused culture across the wider business\n\n About You \n\n • Chartered/level 6 status\n, • Experience in financial planning/advice\n, • Strong track record of client relationship management and business development\n, • Commercially minded with a proactive and professional approach\n, • Excellent communication and interpersonal skills\n, • Comfortable working in a collaborative, technology-enabled environment\n\n What's on Offer \n\n • Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary\n, • Hybrid/flexible working\n, • Strong support infrastructure\n, • Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors.\n, • Positive and collaborative working culture\n\n Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision. \n \n \n \n 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. \n \n Our Diversity, Equity and Inclusion Mission \n 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.

We are working with a highly regarded, independent financial planning firm who are looking to appoint an Associate Financial Planner to join their growing Wealth Planning team. \n This is an excellent opportunity to join a business on a strong growth trajectory, with clear plans to significantly expand its advisory team over the coming years—creating genuine long-term progression opportunities. \n \n The Role \n This position offers a blend of paraplanning and associate advisory responsibilities, working closely with experienced Chartered Financial Planners to deliver holistic financial planning advice to a high-quality HNW client base. \n \n Key responsibilities include: \n\n • Preparing suitability reports and conducting detailed technical research\n, • Producing cashflow modelling and complex financial planning analysis\n, • Supporting client reviews and ongoing service delivery\n, • Assisting with client onboarding and drafting recommendations\n, • Identifying planning opportunities and supporting the delivery of advice\n\n You will gain increasing exposure to client relationships and more complex planning work over time. \n \n The Opportunity \n\n • Join a growing Wealth Planning team with ambitious expansion plans\n, • Work alongside experienced Chartered Financial Planners\n, • Clear pathway into an advisory role\n, • Full support through professional exams, including progression to Chartered status\n, • Exposure to high-quality HNW clients and holistic financial planning\n\n \n About You \n\n • Around 2+ years’ experience in a paraplanning role\n, • Working towards (or holding) the Diploma in Financial Planning (DipPFS)\n, • Strong technical knowledge across pensions, investments and protection\n, • Excellent attention to detail and report writing skills\n, • Ambitious, proactive and keen to progress into an advisory role\n\n \n Package & Benefits \n\n • Salary: £42,000 – £47,500 (flexible depending on experience)\n, • Bonus typically in the region of £4,000 – £6,000\n, • Hybrid working (3 days office / 2 from home, with flexibility)\n, • 25 days holiday + Christmas closure\n, • Pension, life cover, income protection and wellbeing support\n, • Comprehensive benefits package and full study support\n\n \n This is a fantastic opportunity for a paraplanner looking to take the next step in their career within a progressive and supportive financial planning environment.

Senior Financial Administrator \n London | Office-based \n Are you an experienced Financial Administrator looking for a professional Wealth Management environment that still feels personal, friendly and genuinely close-knit? \n We’re partnering with an established financial services business to recruit an experienced Senior Financial Administrator for its London office. The business has all the credibility and professionalism you would expect from an established Wealth Management firm, but behind that corporate face is a very personable, down-to-earth team with plenty of personality and a strong family-run feel. \n This is a varied, client-focused role for someone with strong Wealth Management or IFA administration experience who wants more than just a transactional support position. Accuracy and service matter, but so does personality, communication and being someone who naturally contributes to a positive team environment. \n The Role \n\n • Act as a key point of support for clients and advisers, handling day-to-day queries, correspondence and administrative follow-up.\n, • Manage the administration surrounding client review meetings, from diary coordination and preparation through to post-meeting actions.\n, • Support the completion of new business and client onboarding, working with internal stakeholders and external providers to keep cases progressing.\n, • Keep client and financial records accurate and up to date across internal systems, including payments, fees, transfers and related activity.\n, • Prepare valuations, chase outstanding information and resolve provider queries to help maintain a smooth and responsive client service.\n, • Contribute to the wider running of the office and team, with scope to support and guide a more junior administrator where appropriate.\n\n What we’re looking for? \n\n • At least 4 years’ experience within a Wealth Management, Financial Planning or an IFA environment.\n, • Experience supporting Financial Advisers, Wealth Managers or Financial Planners.\n, • Knowledge of client reviews, new business and ongoing servicing.\n, • Excellent attention to detail and accurate record keeping.\n, • Strong written and verbal communication skills.\n, • Confidence dealing directly with clients and providers.\n, • The ability to organise and prioritise a changing workload independently.\n, • Senior Administration or junior team oversight experience would be advantageous.\n\n What’s on offer? \n\n • Salary up to £45,000, depending on experience.\n, • A very generous holiday allowance to support a healthy work-life balance.\n, • Performance-related bonus linked to both individual contribution and overall team results.\n, • Join a highly experienced, personable Wealth Management team with a close-knit culture.\n, • Gain broad exposure across client administration, reviews, new business and ongoing servicing.\n, • Further study and examination support available where relevant to your development.\n\n If you’re an experienced Financial Administrator, Wealth Management Administrator or IFA Administrator looking for a role where strong technical administration is valued just as highly as personality and team fit, apply today with your CV to arrange a confidential conversation. \n Equal Opportunities \n Aspired Careers is committed to providing equal opportunities for all applicants. We welcome applications from people of every background and do not discriminate on the basis of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex or sexual orientation. We are committed to creating an inclusive recruitment process in which everyone is treated with dignity and respect. If you require a reasonable adjustment at any stage of the recruitment process, please let us know. \n \n \n \n \n Financial Administrator, Senior Financial Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Services Administrator, Adviser Support, Wealth Manager Support, Financial Planner Support, Client Reviews, New Business Administration, Client Onboarding, Wealth Management, Financial Planning, IFA, Client Valuations, Provider Liaison, Financial Services Jobs, North London Jobs

An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. \n This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. \n The Role \n The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. \n Key responsibilities include: \n Planner & Administrative Support \n\n • Providing high-level administrative support to Wealth Planners\n, • Supporting case submissions to paraplanning and liaising with central services\n, • Producing accurate client documentation and service agreements\n, • Handling finance-related administration including billing, WIP, commissions, and invoices\n, • Maintaining accurate client records on Xplan and associated systems\n, • Ensuring all work meets internal processes and compliance standards\n\n Client Support \n\n • Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate\n, • Preparing and submitting CDD and onboarding documentation in line with AML procedures\n, • Arranging client meetings, valuations, meeting packs, and diary management\n, • Attending client meetings where required and completing post-meeting actions and minutes\n, • Preparing application forms in line with suitability reports and ensuring timely processing\n, • Handling client correspondence, post, and letters of authority\n, • Meeting and greeting clients at office locations when required\n\n Team Support & Development \n\n • Supporting and mentoring junior Wealth Planning Assistants\n, • Assisting with training and quality checking of work\n, • Sharing knowledge and best practice across the team\n, • Contributing to continuous improvement and efficiency initiatives\n, • Supporting the wider team during peaks in workload\n\n Skills & Experience Required \n\n • Proven experience in a Wealth Planning Assistant or similar role\n, • Strong understanding of the end-to-end wealth planning process\n, • Good knowledge of financial planning products\n, • Experience with Xplan / Intelliflo highly desirable\n, • Voyant experience desirable\n, • Strong attention to detail and accuracy\n, • Excellent organisation, planning, and prioritisation skills\n, • Strong client service and communication skills\n, • Good numerical ability\n, • Proficient in Microsoft Word and Excel\n, • Good understanding of regulatory and compliance requirements within wealth management\n\n What’s on Offer \n\n • Competitive salary of £40,000–£45,000 (approx.)\n, • Discretionary bonus\n, • Comprehensive benefits package (including pension and healthcare)\n, • Hybrid working model with flexibility after probation\n, • Exposure to high-quality advisers and complex client cases\n, • Strong opportunity for the role to become permanent\n, • Long-term career development within a growing wealth management business\n\n If you’re an experienced Financial Planning Administrator seeking a new opportunity with one of the UK’s leading wealth managers, please do apply and we can mange the process on your behalf.

An exceptional opportunity has arisen in London for a Senior Financial Planner to join a premier investment bank, primarily serving high-net-worth and UHNW clients. \n Based in modern offices in city, the Financial Planner will collaborate closely with the wealth management team, offering year-round guidance and services to both new and long-standing clients. \n In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout the South East region. \n Having placed the Head of Office into the business, they have highlighted the enjoyment of being part of this dynamic, outgoing team. The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service. \n This client-focused position has no new business targets. The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service. \n Please apply or contact me confidentially on or \n \n \n 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. \n \n Our Diversity, Equity and Inclusion Mission \n 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.

Proven experience in event planning, account management or hospitality events within a premium venue, catering or events environment. Alongside a competitive salary of 42,000, you'll benefit from career development opportunities, access to industry-leading events and venues, employee recognition pr

On behalf of UK Parliament, we are looking for a Microsoft M365 and Copilot Specialist (Inside IR35) for a 7 month contract based hybrid in London. Office attendance is 1 day a week. Note that this role requires an Active SC clearance. This role is a blend of Microsoft 365 platform administration, product ownership, 3rd line support, stakeholder engagement, governance and solution design. The successful candidate will play a key role in maintaining and improving collaboration services, supporting business users, and driving adoption of Microsoft Copilot and Power Platform capabilities. The position is ideal for a hands-on M365 professional with strong platform administration experience across SharePoint Online, OneDrive, Teams, Microsoft 365 Groups and Power Platform. • Administer, configure and support the Microsoft 365 collaboration suite, including SharePoint Online, OneDrive for Business, Microsoft Teams, Planner, Viva Engage, Stream and Microsoft 365 Groups., • Support and optimise Microsoft Copilot capabilities, ensuring users gain maximum value from AI-enabled productivity tools., • Provide 3rd line technical support, troubleshooting and resolving complex platform, configuration and user issues., • Analyse requirements and design collaboration solutions aligned with business needs and governance standards., • Manage platform provisioning, configuration, permissions and operational activities across the Microsoft 365 estate., • Develop and maintain PowerShell scripts to automate administration, reporting and support processes., • Support governance, compliance and best practice implementation across Microsoft 365 services., • Administer and support Power Platform solutions and services., • Work closely with stakeholders across technical and non-technical teams to understand requirements and deliver effective solutions., • Monitor service performance and identify opportunities for continual improvement., • Produce and maintain technical documentation, standards and operational procedures., • Keep up to date with the Microsoft 365 roadmap and evaluate new features for business adoption., • Provide support, guidance and knowledge sharing to colleagues and team members where required., • Extensive experience administering and supporting Microsoft 365 environments within medium to large enterprise organisations., • Practical experience supporting, configuring, and administering Microsoft Copilot., • Strong PowerShell scripting and automation capabilities., • Experience administering and supporting Microsoft Power Platform services., • Demonstrable experience configuring, operating, and optimising Microsoft 365 collaboration and productivity services., • Experience working with Microsoft Copilot adoption, governance, and optimisation., • Knowledge of Microsoft 365 roadmap, emerging features, and best practices. Please be aware that this role can only be worked within the UK and not Overseas. In applying for this role, you acknowledge the following "this role falls in scope of the Off Payroll Working in the Public Sector legislation. Any rates of payment quoted will reflect the gross rate per day for the assignment and will be subject to appropriate taxes and statutory costs. As such the payment to the intermediary and your income resulting from this contract will be different". #J-18808-Ljbffr

A highly regarded architectural practice. A newly created opportunity for a lawyer to assist the busy Contracts Director in providing legal and project related support to the practice. You will be an essential part of a very small team and have the chance to utilise your legal knowledge and apply it in a practical way with project teams across the practice, working collaboratively with project leaders. Managing your own portfolio, you will demonstrate and develop your legal skills by providing advice and support to the practice (including their international studios) in the following areas: • Commenting on project appointments for Architectural, Urban Design, Information Manager, CDM and BR PDs (including collateral warranties, deeds of novation, scope of services)- seeking solicitor/insurers advice as required, • Negotiating appointments with client/client's solicitors, • Monitoring progress of appointment documents, • Interpreting legal documents and liaising with Project Leaders across all entities to assist their understanding of the scope and terms of their project appointment, • Advising on commercial risks associated with major construction projects, • Lending support to less experienced job runners in particular with contractual matters and on forms of building contract, • Providing support to the practice's external legal advisors and insurance brokers in the event of any disputes, • Advising project teams on procurement contractual matters, • Liaising with a variety of teams including project teams, IT, HR, Finance, Submissions/Bids., • Assisting with insurance renewals for both commercial and professional indemnity policies across all studios A lawyer with 3pqe+ and experience in construction law gained within private practice or an in-house legal team, specifically in relation to design consultants with an understanding of their role and responsibilities within the wider construction team. • Can-do attitude with an enthusiasm to connect with the project teams and their work., • Ability to make sound judgements based on good insights and analytical rigour., • Strong communication skills., • Strong analytical, legal research and drafting capabilities., • Highly organised, detail oriented and a natural planner., • Sound knowledge of all industry specific contracts, regulations, and procedures., • Detailed understanding of the construction industry as a whole, not just the legal aspects., • The ability to work with a range of legal and non-legal professionals., • The ability to break down complex concepts into everyday terms., • Relationship building and client facing skills., • A knack for anticipating future issues., • Pragmatic, solutions-focused approach with the confidence to operate autonomously in a fast-paced environment., • Ability to manage multiple competing priorities and meet tight project deadlines. #J-18808-Ljbffr

A bespoke, London-based construction claims and disputes consultancy is searching for a senior-level Delay Consultant to join their growing team. This role would particularly suit candidates currently working for traditional contractors, consultancies, or client organisations in a role where they have had significant exposure to carrying out delay analysis and using planning software such as Primavera and Asta Powerproject and Microsoft Project. This construction Delay Analyst job is perfect for candidates with the above experience who want to specialise in a delay analysis role and pursue a long-term career in claims and disputes. The successful applicant will be required to work on a variety of commissions as part of a growing team of planners and delay analysts. The hiring company offers a range of specialist consultancy services to its clients who are experiencing problems in their projects and do not have the in-house expertise to resolve them favourably. Services can include: • Advisory services in relation to dispute avoidance and dispute resolution, • Preparation of claims, • Negotiation and settlement of claims and disputes, • Support and representation in mediation and adjudication Due to the nature of the services this employer offers, appointed candidates will gain exposure to unique issues relating to construction disputes, especially within the building construction and high-value residential high-rise construction market. The Delay Analysis Senior Consultant Job Duties comprise: • Forensic investigation of project delays., • The preparation of perspective and retrospective delay analyses across a wide variety of construction and engineering projects., • Preparing programmes for new construction projects and the monitoring and resequencing of existing programmes to ensure live works are completed as quickly and efficiently as possible., • The preparation of written reports for use in negotiation, as well as formal dispute resolution processes such as mediation, adjudication, and litigation., • Preparation or defence of extension of time claims on behalf of employers, main contractors, and sub-contractors., • A minimum of 5 years of experience as a construction project planner, with significant exposure to and experience of delay analysis job duties., • The ability to use planning software such as Primavera P6, Asta Powerproject, and Microsoft Project to extract key information and use to build an evidence-based case regarding causes of delay., • A good working knowledge of various standard forms of contract, including NEC and JCT., • A degree of understanding of contract and law within the construction industry, with a particular understanding of matters in relation to planning and delay., • Excellent team working skills along with the ability to work autonomously., • Strong written and oral presentation skills., • Flexibility to adapt to changing requirements and circumstances., • Degree-level education in a construction-related field., • Relevant MSc in engineering and/or Construction Law and Disputes would be a strong advantage. This employer is London-based and is a bespoke claims and disputes consultancy. They are a well-established, growing business with an expert team of staff, which includes accredited mediators, qualified adjudicators, and practicing expert witnesses. They have a strong network within the legal profession and are regularly approached by the lawyers and solicitors of domestic and international construction companies to provide support and guidance on problem projects. Basic salary in the region of £70,000 to £90,000 depending on quality and extent of experience in this role, plus pension, bonus, support with further qualifications, and hybrid working. #J-18808-Ljbffr

Search by Keyword or Location. When searching on location, enter the country’s full name in English, e.g. United Kingdom or Germany. Select how often (in days) to receive an alert: Date: Aug 25, 2026 Location: UK, London, Office, EUROPE Company: BCD About Us: At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services: we create connections that inspire, motivate and change behavior for our customers. As the world’s most trusted and innovative meetings and events agency, BCD M&E cultivates a culture of people, passion and purpose to drive business forward. Headquartered in Chicago, with locations in 60+ countries across the world, BCD M&E’s team of 2,000+ people are committed to sustainability and driving success for our customers, our business and ourselves. Our values are at the heart of everything we do, and we look for people that want to be a part of something special, can rise to our standards and love to bring their unique perspective to the table. While we can’t guarantee every day will be the best (who can?), we can promise a community of people who genuinely care and lead with empathy, a flexible workplace with awesome perks and challenging work that means something. In this role you will be responsible for driving new business income into BCD M&E. Sourcing new opportunities and identifying new revenue streams, whilst actively promoting our sales strategy internally. Through collaboration with the VP – Sales Solution, build your own strategy and growth plan to drive new business targets and evolve service offering across the business in line with business and client expectations. This role will predominately target growth within Venues search and Meetings Management lines of business (LOBs), but also manage a team selling across all business areas. This will involve close collaboration with the LOB leaders to ensure new business is aligned with their overall vision. The position is targeting revenue into the UK, but with a need to work on global and multinational bids where clients are based in local market. Sound like you? Read on! • Develop and execute annual sales strategies aligned to new business growth objectives., • Build, manage, and maintain strategic target accounts and a qualified new business pipeline to achieve revenue and profitability targets., • Leadership and day to day management of the new business sales ‘hunters’. Ensure the team develop the appropriate sales plans and sales pipelines to meet the set targets and deliver on growth plans, whilst also ensuring that any contracts with existing clients are commercially sound., • Identify market opportunities, industry trends, and client challenges to shape proactive sales strategies., • Generate new business opportunities through networking, referrals, events, partnerships, thought leadership, and marketing activity., • Build strong relationships with senior decision-makers and key buying influencers., • Lead discovery conversations and solution ideation workshops to develop compelling, client-focused value propositions., • Partner with creative, production, technology, delegate management, and Experience Design teams to develop winning solutions, proposals, and pitches., • Complete Go/No-Go assessments, bid strategy, and the management of complex RFPs, tenders, and pitch opportunities., • Embed client insight and voice-of-customer feedback into sales strategies, presentations, and proposals., • Leading commercial negotiations and support contracting processes., • Maintain accurate forecasting, CRM reporting, pipeline governance, and compliance with sales processes and tools., • Conducting win/loss analysis and share insights to strengthen future sales performance., • Ensuring successful handover of won business to operational teams., • Representing The Collective at industry events, networking forums, webinars, client events, and marketing campaigns as a brand ambassador and thought leader., • Working alongside other Sales and Account management personnel to ensure any cross sell/upsell opportunities are maximised, • Birthday day off, • Holiday Purchase Scheme - allowing up to 5 additional holidays days, • Life Assurance x2 your annual salary, • Discounted rates on Hotels & Travel, • Gym & Fitness Discounts, • Pension Scheme, • Company Sick pay, • This is a hybrid role based in the London office, • Our standard working hours are 9:00am - 5:30pm with an hour break, • You must have the right to work in the UK We believe that a flexible working environment is key to getting the best out of our teams. We will support you to work where you need to and when you need to, depending on how you work best. Our line of work and business structure challenge our people in a way that inspires growth, with learning and development built into every role. We give individuals ownership over the direction and speed in which they grow. We thrive on conversations that spark curiosity and empathy. No matter how big or how small, every voice is heard, considered and respected. The diversity of roles across BCD M&E’s global locations means that our people often find new adventures during their time with us. Join us as a meeting planner role in the UK, stay for a global marketing career — there’s always room to move. Our extensive benefits include comprehensive healthcare, retirement plans, continued education support, diverse work locations, travel and hotel discounts, volunteer and sustainability opportunities and a successful employee recognition program. It starts from the top. Our leaders lead with positivity, believe in our people and trust us to do the right thing. There will always be support along your journey, in little and big ways. #J-18808-Ljbffr

Proficient in planning software (e. Equality, diversity and inclusion is at the heart of how we improve quality of life and we work closely with our people across six ED&I Workstreams: Age, Disability, Faith, Gender, LGBT+ and Race. Our ambition is to be an employer of choice and provide a great pla

Understanding and experience of the principles of project / programme management, design, engineering and constructionStrong IT Skills, with respect to Excel and Office 365. Equality, diversity and inclusion is at the heart of how we improve quality of life and we work closely with our people across

QualificationsDegree qualified in a construction related subject preferredExperience in performing, monitoring, and reviewing planning and scheduling functions, which include schedule development, control, and analysis, in the field and the home officeSkilled in oral and written communicationProfic

Agency:InitiativeJob Function:MediaJob Subfunction: Media Planning and BuyingJob Description:As Manager, Planner, you are responsible for owning the clients media planning and buying.This will involve audience research and mining for insights, to campaign ideation and right the way through to buildi

Primary Responsibilities In the role of Senior Transportation Planner, we'll count on you to: Support project managers in the delivery of transportation projects in the UK and supporting similar projects in the Middle East, USA and Canada. LI-KK2QualificationsRequired Qualifications Bachelor's de

The role offers a broad area of responsibility for all areas of the development process including planning policy and promotional work along with detailed development management and delivery. The role will be to Assist the Land team within the Planning department handling a varied range of planning

Key tasks will include:Schedule Development: Develop, update and maintain detailed project schedules using planning tools such as Primavera P6 (Desired) and/or Microsoft Project Define and maintain a Work Breakdown Structure (WBS) of deliverables that are logically linked and be able to articulat

AECOM is also a worldwide leader in environmental and engineering consultancy and working as a planning consultant within AECOM means access to some of the highest profile and prestigious development projects in the UK, working with colleagues operating at the cutting edge of their disciplines as pa

Coordinate the Monthly Business Planning CycleCarry out monthly KPI & M-1 Review, as well as quarterly diagnosis of turnover evolution and key driver and drainersLead the account Business Planning Cycle, including monthly validation of the forecast with the Customer Business Manager/Customer Busines

Key tasks will include:Strategic Schedule Leadership:Lead the development and management of detailed project and programme schedules using Primavera P6 or equivalent toolsEstablish and maintain planning and scheduling process and proceduresLead the development of an integrated Work breakdown Structu

You have successfully completed a Personal Financial Planning (PFP) designation and/or a Certified Financial Planner (CFP) designation. To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly kno

Efficient project management of multiple concurrent projects. We connect the people, places, and resources that take a project from concept to reality. Responsible for managing complex, large scope projects with multiple tasks.