The opportunity

What's in it for you?

• A basic salary of £35,000 depending on experience with OTE earnings of circa £50-60k
• All leads provided
• Commission Structure based on new clients and existing servicing bank
• No adviser fees
• A hybrid working set up based out of Concepts office with a collaborative team always on hand to help
• Admin support available

 

What will you need to succeed?

• Level 4 Diploma in Regulated Financial Planning (or equivalent) - this is essential.
• Proven track record of providing financial advice
• Customer service experience
• A customer focused attitude
• Excellent organisational skills
• Excellent communication skills, both verbal and written

Why us?

Concept Financial Services are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital, and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers, and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves. View the original Indeed job posting for the Financial Adviser at Partnership Recruitment in 17 Heritage Park, Norton Canes WS11 7LT.

 

The opportunity

 

What will you need to succeed?

If you are qualified and wanting to move into advice, if you’re a qualified paraplanner ready to make the move into advising. This is the role for you As a Trainee Financial adviser, you will be providing regulated financial advice across investments, pension, protection, IHT & Estate planning.

 

You must be/have

• Fully qualified to provide Financial advice - Level 4 Diploma (DipFA / DipPFS / equivalent) qualified is essential
• Have between 1 to 2 years’ experience in Financial Advice in both pensions and investments
• Have experience in Financial services and understand the adviser client journey
• Excellent communication skills both written and verbal
• Excellent rapport and relationship building skills
• Excellent organisation skills

 

Why us?

The David Hewson Practice Ltd is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves View the original Indeed job posting for the Trainee Financial Adviser at Partnership Recruitment in Woodwells Dereham NR20 4BW.

Role Tailored to Experience

Chesterfield | Full-time, part-time considered pro rata | Study support available We’re looking to add the right person to our team. This is a paraplanning-focused role, but we are open-minded about the level of experience and the shape of the position. The most important thing for us is finding someone who fits well with our team, our advisers and the way we look after clients. For the right individual, we will build the role around their strengths, experience and development goals. This could suit an experienced paraplanner looking for a fresh challenge in a supportive, client-focused firm. It could also suit someone already working in financial planning support who is ready to take the next step into a more technical paraplanning role. You’ll be working closely with our advisers, paraplanners and administration team, supporting the delivery of clear, well-structured advice across pensions, investments and protection. The role sits at the heart of our advice process and will involve report writing, research, provider liaison, client file preparation and helping ensure our recommendations are properly documented and delivered to a high standard. You do not need to match every part of the role from day one. What matters most is that you are motivated, accurate, commercially aware, good with people and keen to keep developing. We’ll support the right candidate in progressing towards formal paraplanning qualifications where appropriate.

 

What you’ll be doing

Preparing and supporting suitability reports and personalised client recommendations Drafting suitability letters across pensions, investments and protection Working with advisers to understand client objectives, planning needs and recommended solutions Carrying out research to support pension, investment and protection advice Preparing client files, technical notes and supporting documentation Liaising with clients and providers to gather information and progress cases Working closely with the administration team to ensure cases move forward smoothly Maintaining accurate client records and updating back-office systems Helping ensure advice files are clear, compliant and in line with FCA requirements Keeping up to date with relevant industry, regulatory and product developments

 

What we’re looking for

At least 3 years’ experience in financial planning, paraplanning, adviser support or a similar role Strong written communication skills, with the ability to produce clear and accurate reports Good technical understanding across pensions, investments and protection, or a genuine desire to build this further Excellent attention to detail and strong organisational skills A practical, team-focused approach and a willingness to get involved A client-first mindset and pride in doing things properly Confidence using Microsoft Office and financial planning platforms

 

Desirable experience

Working towards the Level 4 Diploma, or already qualified Previous suitability report writing experience Investment and pension research experience Knowledge of Intelliflo and/or Genovo Experience working directly with advisers and supporting client recommendations

 

What we offer

Competitive salary, based on experience and the shape of the role Discretionary bonus Company pension scheme Death in service benefit Early finish on Fridays Free parking Staff team building days out 25 days’ holiday plus bank holidays Support towards qualifications and professional development You’ll be joining a friendly, professional team where client care, clarity and integrity are at the core of everything we do. We are not looking to force someone into a rigid job description. We are looking for the right person who can add value to the team and grow with the business. Job Types: Full-time, Part-time Pay: £30,000.00-£47,500.00 per year Expected hours: 39 per week

 

Benefits:

• Company events
• Company pension
• Free parking
• Life insurance

 

Application question(s):

• Do you have experience in Financial Services?

Work Location: In person View the original Indeed job posting for the Paraplanner at Kirrage Williams Limited in Chesterfield S40.

Paraplanner – Beaconsfield Location: Beaconsfield Job Types: Full-time, Permanent Job ID: 10242

 

About the Role:

A well-established financial planning practice in Beaconsfield is seeking a technically strong Paraplanner to support advisers with research, analysis, and compliant report writing. You will join a professional team focused on delivering high-quality advice and strong client outcomes.

 

Key Responsibilities:

• Conduct fact-finding and analyse client information, including objectives and risk profiles
• Research and compare financial products across pensions, investments, and protection
• Build cashflow models and retirement forecasts using Voyant or CashCalc
• Draft suitability letters and technical reports in line with FCA requirements
• Prepare illustrations, provider packs, and supporting documentation
• Support advisers in client review meetings
• Liaise with compliance to ensure files are audit-ready
• Manage case progression and communicate with product providers
• Produce client-facing summaries and documentation
• Maintain accurate client records and ensure compliance documentation is up to date

 

 

Skills and Experience Required:

• CII Level 4 Diploma in Regulated Financial Planning
• CII Certificate in Paraplanning or CISI qualification advantageous
• Strong technical knowledge of pensions, investments, taxation, and FCA regulations
• Experience using cashflow modelling software
• Strong report writing and communication skills
• Minimum of 2 years’ experience in a Paraplanner role
• Strong attention to detail with the ability to manage workloads and deadlines

 

 

Benefits:

• Full study support and ongoing CPD
• Pension scheme and private healthcare
• Office-based role with potential for hybrid working after probation
• Clear progression pathway to Senior Paraplanner or Adviser

 

 

About Recruit UK:

Recruit UK specialises in financial services recruitment across the UK, covering financial planning, wealth management, compliance, and technical roles.

 

Our Commitment to You:

• Focus on equality, diversity, and inclusion
• Detailed consultation around your career goals
• Honest feedback on your market position
• Access to a strong financial services network
• Focus on long-term career satisfaction
• UK-wide coverage with local consultant support

Job Types: Full-time, Permanent Pay: £40,000.00-£50,000.00 per year Application question(s):

• Do you hold the level 4 diploma in financial planning?

Work Location: In person View the original Indeed job posting for the Paraplanner at Recruit UK in Beaconsfield.

Trainee Desk Administrator - Investment Management Qualification: Level 4 Investment Advice Diploma Location: London Duration: 2 years (potential permanent role on completion) Are you motivated, team-focused and driven, looking to kickstart your career in wealth management? Do you want to work for a forward-thinking business where you will gain exposure to investments along with a qualification? Then JM Finn want to hear from you! We are looking for individuals to join JM Finn, who value a client-focused approach and who aim to be part of a motivated and driven team environment. JM Finn offers a high quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors. Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values. We have over £11bn of funds under management on behalf of over 18,500 client accounts, of which many are for families who have had investments overseen by JM Finn for several generations. We are seeking candidates with a strong motivation to work closely with clients, a commitment to professionalism, a keen understanding of our business and a demonstrable desire for a long-term career within wealth management.

The Scheme

In your first two years, you will gain exposure to multiple business areas within Investment Management. You will learn all about JM Finn whilst undertaking administration duties for an investment team, which include things such as producing client correspondence, assist with opening new client account and to become the first point of contact for clients in relation to the administration of their portfolio. Please note that this role is not to become a qualified Investment Manager, instead you would work closely alongside the Investment Managers, and upon completion of the relevant qualifications, take ownerships of the administration of the client journey. Throughout your two years, we will be supporting you to build on your knowledge and undertake more responsibility whilst working to achieve your CISI Level 4 Investment Advice Diploma. This will be via our apprenticeship programme, and you will have access to a dedicated mentor who will support you through every step of the programme, and help you to understand both WHY you are doing something as well as HOW to do it. We are a small company which allows you to gain real hands-on exposure at all levels, with a view to gaining a permanent role within an investment team as an Administrator. Your formal study can continue beyond the scheme alongside the many internal learning opportunities available. We are looking for individuals who are/have:

• Educated to minimum Grade 4 at GCSE English and Maths, with a predicted 80 UCAS points minimum
• Eligible to work permanently in the UK
• Ambitious with a desire to continuously improve
• Commitment to professionalism
• Pro-active, motivated and independent
• Passionate about learning and developing a career in wealth management
• Have an interest in developing relationships with clients and intermediaries

 

What we offer:

• A two year placement that offers exposure and learning in all areas of the business
• A competitive salary
• Full funding of the CISI Investment Advice Diploma
• 25 days holiday plus extra days at Christmas and a selection of other great benefits

If you have any questions, please contact a member of the JM Finn Early Talent Team on 0121 713 8336 or email: JMfinn@earlytalent.careers View the original Indeed job posting for the Trainee Desk Administrator - Apprenticeship - Investment Management Department at JM Finn Ltd in London EC2R Apprenticeship.

About Revolut

People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 70+ million customers get more from their money every day. As we continue our lightning-fast growth,‌ 2 things are essential to our success: our people and our culture. In recognition of our outstanding employee experience, we've been certified as a Great Place to Work™. So far, we have 13,000+ people working around the world, from our offices and remotely, to help us achieve our mission. And we're looking for more brilliant people. People who love building great products, redefining success, and turning the complexity of a chaotic world into the simplicity of a beautiful solution.  

About the role

Private banking at Revolut will aim to develop long-term relationships with individuals across the globe. From prospecting to acquisition and activation, Private Bankers will own their market segments, solve complex problems, and help more customers discover the value of Revolut with a sharp, solution-oriented approach. We're looking for a Private Banker to be a trusted advisor, helping high-net-worth clients navigate their financial journey and crafting personalised strategies that fit their unique needs. As a private banking expert, you'll have a deep understanding of our features to recommend tailored solutions and deliver an exceptional customer experience. If you're a motivated individual who thrives on building lasting relationships, enjoys complex financial challenges, and acts with unwavering integrity, let's get in touch.  

What you'll be doing

• Onboarding high-net-worth individuals, guiding them through the entire customer lifecycle
• Identifying client requirements and conveying the unique value of our private banking services through a solutions-based advisory approach
• Driving growth by identifying cross-sell opportunities, ensuring clients are leveraging the full suite of relevant features available to them
• Providing comprehensive financial advice tailored to each client's unique situation, including guidance on deposits, savings, and investments
• Conducting regular portfolio reviews and recommending optimisations to meet clients' evolving financial goals
• Meeting and exceeding relationship management targets aligned with the team's goals

 

What you'll need

• Fluency in English
• 3+ years of experience in private banking, wealth management, or similar financial advisory role
• CISI Level 4 Investment Advice Diploma (IAD), or CFA Level 1 plus Investment Management Certificate (IMC) Level 4
• A proven track record of managing multiple high-value client relationships
• Excellent communication and interpersonal skills to build rapport with affluent clients
• A desire to be a subject-matter expert in Revolut's wealth management and financial advisory services
• An analytical mindset capable of conducting thorough financial analyses and identifying opportunities within client portfolios
• Creativity to use market insights to understand and anticipate client needs and market trends
• To be client-focused with the ability to provide patient, detailed guidance through complex financial decisions
• Commercial acumen and the ability to understand a client's financial potential, negotiating where needed to deepen relationships
• Solid knowledge of regulatory requirements and a commitment to maintaining the highest standards of compliance

 

Nice to have

• Relevant certifications, such as CFA, CAIA, or equivalent
• Experience with high-net-worth client relationship management software and financial modelling tools

  Building a global financial super app isn’t enough. Our Revoluters are a priority, and that’s why in 2021 we launched our inaugural D&I Framework, designed to help us thrive and grow everyday. We're not just doing this because it's the right thing to do. We’re doing it because we know that seeking out diverse talent and creating an inclusive workplace is the way to create exceptional, innovative products and services for our customers. That’s why we encourage applications from people with diverse backgrounds and experiences to join this multicultural, hard-working team.  

Important notice for candidates:

Job scams are on the rise. Please keep these guidelines in mind when applying for any open roles.

• Only apply through official Revolut channels. We don’t use any third-party services or platforms for our recruitment.
• Always double-check the emails you receive. Make sure all communications are being done through official Revolut emails, with an @revolut.com domain.

We won't ask for payment or personal financial information during the hiring process. If anyone does ask you for this, it’s a scam. Report it immediately. By submitting this application, I confirm that all the information given by me in this application for employment and any additional documents attached hereto are true to the best of my knowledge and that I have not wilfully suppressed any material fact. I confirm I have disclosed if applicable any previous employment with Revolut. I accept that if any of the information given by me in this application is in any way false or incorrect, my application may be rejected, any offer of employment may be withdrawn or my employment with Revolut may be terminated summarily or I may be dismissed. By submitting this application, I agree that my personal data will be processed in accordance with Revolut's Candidate Privacy Notice View the original Indeed job posting for the Private Banker at Revolut in London.

Are you looking for a rewarding career in financial services with an expanding, forward-thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high-quality and personal service to clients? We are seeking advisers who combine strong technical knowledge with a personal, relationship-led approach. This is an opportunity to join a collaborative, professional environment where standards are high, support is strong and growth is encouraged.

 

Role Responsibilities

s a Financial Adviser, you will be responsible for managing and developing your own client relationships while delivering holistic, compliant advice. Your responsibilities will include:

• Building and maintaining long-term, trusted client relationships
• Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
• Designing and delivering tailored financial planning strategies across pensions, investments and protection
• Providing clear explanations of complex advice, costs and regulatory disclosures
• Ensuring all advice is compliant and in line with FCA requirements and internal standards
• Working closely with our technical and support teams to deliver an efficient, high-quality client experience
• Maintaining accurate client records and appropriate documentation
• Identifying opportunities to grow your client base through referrals and professional connections
• Meeting agreed commercial and performance targets

You will play an active role in maintaining the firm’s reputation for professionalism, integrity and client service excellence.

 

 

What we are looking for

• Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)
• Strong understanding of FCA regulatory requirements
• Experience delivering holistic financial advice
• Excellent communication and interpersonal skills
• Ability to simplify complex information for clients
• Commercial awareness with a proactive, growth mindset
• Strong organisational skills and attention to detail
• Professional, ethical and client-first approach

 

 

 

Benefits

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Support with role relevant professional qualifications;

after qualifying period View the original Indeed job posting for the Financial Adviser at The Private Office Ltd in 69 Carter Lane London EC4V 5EQ Hybrid work.

Trainee Desk Administrator - Investment Management Qualification: Level 4 Investment Advice Diploma Location: London Duration: 2 years (potential permanent role on completion) Are you motivated, team-focused and driven, looking to kickstart your career in wealth management? Do you want to work for a forward-thinking business where you will gain exposure to investments along with a qualification? Then JM Finn want to hear from you! We are looking for individuals to join JM Finn, who value a client-focused approach and who aim to be part of a motivated and driven team environment. JM Finn offers a high quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors. Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values. We have over £11bn of funds under management on behalf of over 18,500 client accounts, of which many are for families who have had investments overseen by JM Finn for several generations. We are seeking candidates with a strong motivation to work closely with clients, a commitment to professionalism, a keen understanding of our business and a demonstrable desire for a long-term career within wealth management.

The Scheme

In your first two years, you will gain exposure to multiple business areas within Investment Management. You will learn all about JM Finn whilst undertaking administration duties for an investment team, which include things such as producing client correspondence, assist with opening new client account and to become the first point of contact for clients in relation to the administration of their portfolio. Please note that this role is not to become a qualified Investment Manager, instead you would work closely alongside the Investment Managers, and upon completion of the relevant qualifications, take ownerships of the administration of the client journey. Throughout your two years, we will be supporting you to build on your knowledge and undertake more responsibility whilst working to achieve your CISI Level 4 Investment Advice Diploma. This will be via our apprenticeship programme, and you will have access to a dedicated mentor who will support you through every step of the programme, and help you to understand both WHY you are doing something as well as HOW to do it. We are a small company which allows you to gain real hands-on exposure at all levels, with a view to gaining a permanent role within an investment team as an Administrator. Your formal study can continue beyond the scheme alongside the many internal learning opportunities available.

 

We are looking for individuals who are/have:

• Educated to minimum Grade 4 at GCSE English and Maths, with a predicted 80 UCAS points minimum
• Eligible to work permanently in the UK
• Ambitious with a desire to continuously improve
• Commitment to professionalism
• Pro-active, motivated and independent
• Passionate about learning and developing a career in wealth management
• Have an interest in developing relationships with clients and intermediaries

 

What we offer:

• A two year placement that offers exposure and learning in all areas of the business
• A competitive salary
• Full funding of the CISI Investment Advice Diploma
• 25 days holiday plus extra days at Christmas and a selection of other great benefits

If you have any questions, please contact a member of the JM Finn Early Talent Team on 0121 713 8336 or email: JMfinn@earlytalent.careers View the original Indeed job posting for the Trainee Desk Administrator - Investment Management Department at London EC2R.

Paraplanner Location: Fully Remote (UK) Experience Require: Minimum 3 years’ experience in a Paraplanning role within a regulated advice firm Position: Full time preferred but flexible / reduced hours considered for the right candidate

Who We’re Looking For:

If you’re looking for a role where your technical ability can genuinely shape the quality of advice, keep reading. We are looking for an experienced paraplanner who enjoys ownership, pace and responsibility. Someone who thinks independently, anticipates what is needed next and can keep cases moving without constant guidance. This is a high trust role with real autonomy. You will bring strong technical grounding, excellent attention to detail and the confidence to challenge constructively when something doesn’t feel right. We are building something ambitious which means we need people who care about quality, not just completion.

What You’ll Be Responsible for:

Case Management

• Owning new and complex cases from initial fact-find through to strategy, recommendation and suitability drafting
• Managing workflows, prioritising deadlines and maintaining high-quality output
• Anticipating next steps, identifying bottlenecks early, and progressing cases proactively
• Coordinating with planners, administrators, and external professionals

 

Financial Planning Support

• Researching solutions and producing comprehensive financial planning analysis
• Running cashflow models, protection quotes, and scenario analysis
• Preparing high-quality suitability reports and financial plans advisers can confidently present to their clients
• Applying sound professional judgement to client objectives and technical constraints

 

Technical Expertise & Compliance

• Ensuring all documentation meets regulatory and internal quality standards
• Maintaining strong technical knowledge across pensions, investments, protection, and taxation
• Keeping up to date with regulatory change, technical updates and best practice

 

Quality & Process Improvement

• Identifying opportunities to improve workflows, templates, and research processes
• Contributing to best practices within the paraplanning function
• Supporting the evaluation and implementation of new tools and ways of working

 

Client & Team Contribution

• Translating complex technical information into clear, client-friendly outputs
• Supporting planners with complex queries and technical insights
• Sharing knowledge and contributing to a collaborative, learning-focused team

 

You’re the Right Fit if You…

• Are Level 4 Diploma qualified
• Have at least three years’ paraplanning experience with end to end case ownership
• Have a strong working knowledge of FCA regulated advice, suitability requirements and robust file standards
• Are comfortable supporting multiple advisers and managing varied case types
• Take ownership of your work from start to finish
• Produce consistently high quality, technically sound outputAre organised, proactive and calm under pressure
• Bring ideas and challenge inefficient processes respectfully
• Want to be part of a business that values paraplanning as a core profession not just a stepping stone.

 

Who We Are

We’re Pura Vida. A young, forward-thinking financial advice firm with a flexible outlook. Our mission is simple: improve the quality of life of our clients, our team and those they care about. Pura Vida translates to ‘Pure Life’, a phrase our founders picked up while travelling in Costa Rica. It reflects a way of living well and with intention, and of building something that genuinely matters. That philosophy underpins everything we do and is a big part of why we enjoy turning up to work each day. We work remotely, collaborate daily, laugh often, and genuinely care about each other and our clients. We’re building something special, and we want brilliant people who care about quality, teamwork and growth to join us on that journey.

Our Values – The Pura Vida Way

We hire for character first. These values define how we work:

Caring

We care about our clients, our team, and the work we do.

Growth

We have an ambitious growth mindset, personally and professionally. We continually improve our skills and evolve the Pura Vida way.

Ownership

We take responsibility for our actions, challenges and opportunities. We step up, solve problems and treat the business and our clients’ problems as our own.

Excellence

We aim to set a new standard for our profession.

Make Life Count

We want to enjoy work, make it enjoyable for others, and make the most of life outside of work too.

What You’ll Get

Fully remote flexible working Competitive Salary Company pension 28 days holiday plus bank holidays. Funded Professional Development Team building days (that are genuinely enjoyable!) Plannex membership A culture that values quality and collaboration

Ready to Join Us?

If you are a paraplanner who wants more than just a job and has the ambition to help build something exceptional, we would love to hear from you. Apply today and bring a bit of Pura Vida to your work life! Job Types: Full-time, Permanent Pay: £40,000.00-£45,000.00 per year

Application question(s):

• Please confirm your qualifications, including Level 4 Diploma status and any further study towards Chartered
• Tell us about a time you constructively challenged an adviser’s recommendation
• How do you ensure your recommendations are technically robust and aligned with risk profile, capacity for loss and client objectives
• What is your current notice period?
• What areas of financial planning do you have the strongest technical experience in?
• What does being a career Paraplanner mean to you?
• What research tools and systems do you regularly use?

 

Education:

• A-Level or equivalent (preferred)

 

Experience:

• Paraplanning : 3 years (required)

 

Work authorisation:

• United Kingdom (required)

 

Location:

• United Kingdom (required)

Work Location: Remote View the original Indeed job posting for the Paraplanner at Pura Vida Financial Planning Ltd in United Kingdom.

Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Please visit our website: www.turnerandtownsend.com  

Job Description

Reporting to an established Renewable Energy Procurement lead, you will be helping our clients to deliver major capital programmes and projects for green technologies to provide more sustainable energy sources for customers and the community at large. We have opportunities for people with a passion for renewable energy and major capital programmes and project to join our expanding Procurement team within Contract Services, across our UK offices, as we respond to the increasing demand for our services from our clients. Successful candidates will have the opportunity to develop their career, skills, and knowledge through working with industry leading organisations across the UK and globally, making a tangible impact on large scale flagship programmes and projects, challenging themselves in a market leading global professional services business and collaborating with an outstanding team of specialist procurement consultants. We are the first consultancy to be recognised by the Chartered Institute of Procurement & Supply (CIPS) for excellence in the procurement processes that it provides for clients in the construction sector. Our Team received a Procurement Excellence Programme Award demonstrating excellence in our procurement and supply chain activities. The Opportunity This role will provide the opportunity to further your capital procurement and consultancy experience, working with highly skilled teams to deliver industry leading programmes and projects advice to large global brands and on some of the most exciting transformational energy investments.

Main Expectations

• To lead procurement engagements across multiple programmes, projects, and commissions, helping clients progress towards better green, sustainable outcomes across numerous renewable energy asset types.
• To deliver and continually improve clients’ performance and meet targets across key capital procurement themes.
• Drive the development of the renewable energy procurement services provided by T&T
• To lead and drive the business development for renewable energy procurement and the marketing requirements of the wider Contract Services capability.
• To provide hands-on leadership and drive in the delivery of both team and wider business targets in T&T encompassing Business Generation, Service Excellence, Operational and People based growth objectives.
• To be a business leader, coach and developer of talent and an exemplar of Turner & Townsend’s leadership behaviours

We are looking for individuals with knowledge and experience with embedding excellence into end-to-end procurement activities, in addition core skills-sets and experience across end-to-end procurement, supply chain management and/or contract management. This includes a mixture of the following:

• Major capital programmes and projects procurement strategy and implementation from through the entire procurement lifecycle
• Contract management
• Supply chain intelligence
• Supplier evaluation strategies
• Supply chain management
• Contract terms, negotiation, and award

Experience in one or more of the following technologies (including, but not limited to) is desirable but not essential:

• Hydro-Electric
• Onshore and Offshore Wind
• Tidal
• Energy from Waste
• Hydrogen
• Solar
• Carbon Capture
• Net Zero
• Biofuels
• Geothermal
• Combined Heat & Power (CHP)

 

The Offer

At T&T we pride ourselves on professionally developing our teams, offering a unique opportunity to rapidly progress their career within an entrepreneurial and growing team. This is achieved through a mixture of delivering large scale projects whilst being supported by project teams and leaders, mentoring, and coaching from industry leading professionals, specific procurement training and development delivered both online and face to face and becoming trusted experts in major programmes and projects capital procurement. Turner & Townsend encourages a Hybrid method of working to provide a practical work and life balance that recognises the challenges that life brings. We are keen to ensure that our team delivers industry leading practice on our Procurement projects and therefore we encourage and support individuals to achieve MCIPS status for CIPS and regular Professional Development will be available to further skills and knowledge. Further opportunities are available to travel both nationally and internationally to service and manage key commissions for our blue-chip client portfolio.

 

Qualifications

To deliver value for our clients we are looking for a mixture of the following:

• Preferably has a degree related to one of the following: Procurement, Supply Chain, Sustainability, Business Management, or similar disciplines.
• Has achieved, is working towards or is willing to work towards at least Level 4 Diploma in Procurement and Supply.
• Security Clearance (SC) – currently valid or could be reinstated, not essential.

 

Experience

• Wider procurement consulting experience gained from either client, contractor, or professional services organisation.
• Experience of key responsible sourcing areas including human rights, environment, health and safety, anti-bribery & corruption, and labour practices
• Good understanding of UK and international energy sector, related technologies and regulatory environments is desirable.
• Experience of successful supplier engagement

 

Behaviours

• Confident, independent, and able to work autonomously without need for supervision.
• Be able to manage work/business development/career development activities.
• Excellent communication skills, written and verbal.
• Experienced and confident in compiling reports and research documentation.
• Confident in a client facing role and collaborating with stakeholders.
• Good IT skills and a real interest in tools, systems, and data
• Driven to get results.
• Ability to collaborate and work within a team to achieve desired outcomes.

Additional Information

Our people share our Purpose and Values. Turner & Townsend provides a great place to work, where everyone can make change happen and influence a better world. We champion our people to succeed in both work and life. To support this we promote a healthy, productive, and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We actively encourage applications from all sectors of the community. If this sounds like a challenge you’d like to hear more about, please submit an application for our recruitment team to review. Please find out more about us at www.turnerandtownsend.com/ #LI-MS1 SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review. View the original Indeed job posting for the Associate Director (Procurement) - Renewable Energy Capital Programmes & Projects at Turner & Townsend in Edinburgh.

The opportunity

We are looking for a Chartered Financial Planner to join our growing team. Working alongside an established team of Financial Planners, you will inherit a diverse portfolio of HNW and VHNW clients, giving you the opportunity to maintain excellent client relationships and deliver exceptional results. We are a firm which prioritises excellence in every interaction, putting emphasis on high-quality solutions as opposed to high volume. You will nurture your client relationships, manage your portfolio effectively, and competently provide financial advice, whilst ensuring Progeny’s exceptionally high level of service is upheld. You will provide intelligent, creative solutions to client issues, communicate financial plans and advice concisely, enabling your clients to reach their goals for the future. We are seeking someone who possesses an Advanced Diploma in Financial Planning and can demonstrate their experience in working with a wide range of provider products, services, with the ability to showcase your delivery in these areas. This role offers a great opportunity to be a subject matter expert within your field, whilst expanding your knowledge and experience further. We can support you with:

• Inheriting a diverse range of clients to allow you to broaden your skills and expertise.
• Mentoring opportunities with Associate Planners and other junior members within the team.
• Building a personal brand through Marketing/PR related activities.

  We are a busy team, passionate about providing the best service and great outcomes to our clients. We are committed to developing our people, and this role will provide opportunities to enhance your skillset further through managing a diverse set of clients, mentoring opportunities with Associate Planners and other members of the team and other initiatives.

Location

This role offers home-based working, alongside travel to the office or elsewhere for client meetings as required, allowing you to balance your personal responsibilities/interests and connect with your colleagues. What you will do

• Deliver exceptional client service: meet client demands, keep them up to date with progress, and engendering trust and respect.
• Deliver financial plans and advice: in accordance with Progeny’s regulatory standards and rules, you will communicate financial plans and advice cohesively, ensuring client engagement and understanding, whilst working towards agreed activity targets.
• Manage ongoing review processes: aligning all processes with client service agreements.
• Maintain compliance: creating and maintaining compliant client files where all communication is documented correctly.
• Provide intelligent and creative solutions: dealing with client issues in both a reactive and proactive manner.
• Be a pioneer for Progeny: learn, understand, and successfully articulate all aspects of the firm’s financial planning proposition.

 

About you

To thrive in the role, you will be or have: Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm. Substantial knowledge in key areas of financial planning and advice – including investment planning, pre/at retirement planning, personal and business protection, and estate planning. A strong all-rounded Financial Services professional – proven experience within a full range of provider products, services, and capabilities, and has taken an active role in delivering them. Client-centric – experience in building and maintaining excellent relationships both internally and externally, with previous experience within a client-advisory role for at least 2 years. Please refer to our role profile to review the responsibilities and requirements of the position in more detail. We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
• Enhanced family leave
• Private medical insurance, 24/7 digital GP and health advice
• Employee assistance programme providing support for your mental and physical health
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Referral scheme

 

About Progeny

We create, enhance, and preserve wealth. We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser. At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running. View the original Indeed job posting for the Financial Planner opportunity at The Progeny Group Limited in Edinburgh.

Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Please visit our website: www.turnerandtownsend.com

Job Description

Reporting to an established Renewable Energy Procurement lead, you will be helping our clients to deliver major capital programmes and projects for green technologies to provide more sustainable energy sources for customers and the community at large. We have opportunities for people with a passion for renewable energy and major capital programmes and project to join our expanding Procurement team within Contract Services, across our UK offices, as we respond to the increasing demand for our services from our clients. Successful candidates will have the opportunity to develop their career, skills, and knowledge through working with industry leading organisations across the UK and globally, making a tangible impact on large scale flagship programmes and projects, challenging themselves in a market leading global professional services business and working with an outstanding team of specialist procurement consultants. We are the first consultancy to be recognised by the Chartered Institute of Procurement & Supply (CIPS) for excellence in the procurement processes that it provides for clients in the construction sector. Our Team received a Procurement Excellence Programme Award demonstrating excellence in our procurement and supply chain activities.

The Opportunity

This role will provide the opportunity to further your capital procurement and consultancy experience, working with highly skilled teams to deliver industry leading programmes and projects advice to large global brands and on some of the most exciting transformational energy investments.

Main Expectations

• To provide procurement support across multiple programmes, projects, and commissions, helping clients progress towards better green, sustainable outcomes across numerous renewable energy asset types
• To deliver and continually improve clients’ performance and meet targets across key capital procurement themes
• Support the development of the renewable energy procurement services provided by T&T
• To support the business development for renewable energy procurement and the marketing requirements of the wider Contract Services capability
• To support the delivery of both team and wider business targets in T&T

We are looking for individuals with knowledge and experience with embedding excellence into end-to-end procurement activities, in addition core skills-sets and experience across end-to-end procurement, supply chain management and/or contract management. This includes a mixture of the following:

• Major capital programmes and projects procurement strategy and implementation
• Contract management
• Supply chain intelligence
• Supplier evaluation strategies
• Supply chain management
• Contract terms, negotiation, and award

Experience in one or more of the following technologies (including, but not limited to) is desirable but not essential:

• Hydro-Electric
• Onshore and Offshore Wind
• Tidal
• Energy from Waste
• Hydrogen
• Solar
• Carbon Capture
• Net Zero
• Biofuels
• Geothermal

The Offer

At T&T we pride ourselves on professionally developing our teams, offering a unique opportunity to rapidly progress their career within an entrepreneurial and growing team. This is achieved through a mixture of delivering large scale projects whilst being supported by project teams and leaders, mentoring, and coaching from industry leading professionals, specific procurement training and development delivered both online and face to face and becoming trusted experts in major programmes and projects capital procurement. Turner & Townsend encourages a Hybrid method of working to provide a practical work and life balance that recognises the challenges that life brings. We are keen to ensure that our team delivers industry leading practice on our Procurement projects and therefore we encourage and support individuals to achieve MCIPS status for CIPS and regular Professional Development will be available to further skills and knowledge. Further opportunities are available to travel both nationally and internationally to service and manage key commissions for our blue-chip client portfolio.

Qualifications

To deliver value for our clients we are looking for a mixture of the following:

• Preferably has a degree related to one of the following: Procurement, Supply Chain, Sustainability, Business Management, or similar disciplines
• Has achieved, is working towards or is willing to work towards at least Level 4 Diploma in Procurement and Supply
• Security Clearance (SC) – currently valid or could be reinstated, not essential

 

Additional Information

Our people share our Purpose and Values. Turner & Townsend provides a great place to work, where everyone can make change happen and influence a better world. We champion our people to succeed in both work and life. To support this we promote a healthy, productive, and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We actively encourage applications from all sectors of the community. If this sounds like a challenge you’d like to hear more about, please submit an application for our recruitment team to review. Please find out more about us at www.turnerandtownsend.com/ #LI-MS1 SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review. View the original Indeed job posting for the Procurement Consultant - Renewable Energy Capital Programmes & Projects opportunity at Turner & Townsend Pty Limited in Edinburgh.

Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives. Working in partnership makes it possible to deliver the world’s most impactful projects and programmes as we turn challenge into opportunity and complexity into success. Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions. We are majority-owned by CBRE Group, Inc., the world’s largest commercial real estate services and investment firm, with our partners holding a significant minority interest. Turner & Townsend and CBRE work together to provide clients with the premier programme, project and cost management offering in markets around the world. Please visit our website: www.turnerandtownsend.com

Job Description

Reporting to an established Renewable Energy Procurement lead, you will be helping our clients to deliver major capital programmes and projects for green technologies to provide more sustainable energy sources for customers and the community at large. We have opportunities for people with a passion for renewable energy and major capital programmes and project to join our expanding Procurement team within Contract Services, across our UK offices, as we respond to the increasing demand for our services from our clients. Successful candidates will have the opportunity to develop their career, skills, and knowledge through working with industry leading organisations across the UK and globally, making a tangible impact on large scale flagship programmes and projects, challenging themselves in a market leading global professional services business and collaborating with an outstanding team of specialist procurement consultants. We are the first consultancy to be recognised by the Chartered Institute of Procurement & Supply (CIPS) for excellence in the procurement processes that it provides for clients in the construction sector. Our Team received a Procurement Excellence Programme Award demonstrating excellence in our procurement and supply chain activities.

The Opportunity

This role will provide the opportunity to further your capital procurement and consultancy experience, working with highly skilled teams to deliver industry leading programmes and projects advice to large global brands and on some of the most exciting transformational energy investments.

Main Expectations

• As required, to lead or support procurement engagements across multiple programmes, projects, and commissions, helping clients progress towards better green, sustainable outcomes across numerous renewable energy asset types
• To deliver and continually improve clients’ performance and meet targets across key capital procurement themes.
• Support the development of the renewable energy procurement services provided by T&T
• To lead or support the business development for renewable energy procurement and the marketing requirements of the wider Contract Services capability.
• To provide hands-on support the delivery of both team and wider business targets in T&T encompassing Business Generation, Service Excellence, Operational and People based growth objectives.

We are looking for individuals with knowledge and experience with embedding excellence into end-to-end procurement activities, in addition core skills-sets and experience across end-to-end procurement, supply chain management and/or contract management. This includes a mixture of the following:

• Major capital programmes and projects procurement strategy and implementation throughout the procurement lifecycle
• Contract management
• Supply chain intelligence
• Supplier evaluation strategies
• Supply chain management
• Contract terms, negotiation, and award

Experience in one or more of the following technologies (including, but not limited to) is desirable but not essential:

• Hydro-Electric
• Onshore and Offshore Wind
• Tidal
• Energy from Waste
• Hydrogen
• Solar
• Carbon Capture
• Net Zero
• Biofuels
• Geothermal
• Combined Heat & Power (CHP)

 

The Offer

At T&T we pride ourselves on professionally developing our teams, offering a unique opportunity to rapidly progress their career within an entrepreneurial and growing team. This is achieved through a mixture of delivering large scale projects whilst being supported by project teams and leaders, mentoring, and coaching from industry leading professionals, specific procurement training and development delivered both online and face to face and becoming trusted experts in major programmes and projects capital procurement. Turner & Townsend encourages a Hybrid method of working to provide a practical work and life balance that recognises the challenges that life brings. We are keen to ensure that our team delivers industry leading practice on our Procurement projects and therefore we encourage and support individuals to achieve MCIPS status for CIPS and regular Professional Development will be available to further skills and knowledge. Further opportunities are available to travel both nationally and internationally to service and manage key commissions for our blue-chip client portfolio.

Qualifications

To deliver value for our clients we are looking for a mixture of the following:

• Preferably has a degree related to one of the following: Procurement, Supply Chain, Sustainability, Business Management, or similar disciplines.
• Has achieved, is working towards or is willing to work towards at least Level 4 Diploma in Procurement and Supply.
• Security Clearance (SC) – currently valid or could be reinstated, not essential.

Experience

• Wider procurement consulting experience gained from either client, contractor, or professional services organisation.
• Experience of key responsible sourcing areas including human rights, environment, health and safety, anti-bribery & corruption, and labour practices.
• Good understanding of UK and international energy sector, related technologies and regulatory environments is desirable.
• Experience of successful supplier engagement.

Behaviours

• Confident, independent, and able to work autonomously without need for supervision.
• Be able to manage work/business development/career development activities.
• Excellent communication skills, written and verbal.
• Experienced and confident in compiling reports and research documentation.
• Confident in a client facing role and collaborating with stakeholders.
• Good IT skills and a real interest in tools, systems, and data.
• Driven to get results.
• Ability to collaborate and work within a team to achieve desired outcomes.

Additional Information

Our people share our Purpose and Values. Turner & Townsend provides a great place to work, where everyone can make change happen and influence a better world. We champion our people to succeed in both work and life. To support this we promote a healthy, productive, and flexible working environment that respects work-life balance. Turner & Townsend is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We actively encourage applications from all sectors of the community. If this sounds like a challenge you’d like to hear more about, please submit an application for our recruitment team to review. Please find out more about us at www.turnerandtownsend.com/ #LI-MS1 SOX control responsibilities may be part of this role, which are to be adhered to where applicable. Join our social media conversations for more information about Turner & Townsend and our exciting future projects: Twitter Instagram LinkedIn It is strictly against Turner & Townsend policy for candidates to pay any fee in relation to our recruitment process. No recruitment agency working with Turner & Townsend will ask candidates to pay a fee at any time. Any unsolicited resumes/CVs submitted through our website or to Turner & Townsend personal e-mail accounts, are considered property of Turner & Townsend and are not subject to payment of agency fees. In order to be an authorised Recruitment Agency/Search Firm for Turner & Townsend, there must be a formal written agreement in place and the agency must be invited, by the Recruitment Team, to submit candidates for review. View the original Indeed job posting for the Senior Procurement Consultant - Renewable Energy Capital Programmes & Projects opportunity at Turner & Townsend Pty Limited in Edinburgh.