The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Specialist Asset Finance team where, as a Business Development Associate (BDA) you will support the Business Development Directors (BDDs) in managing broker relationships and executing transactions. This role provides a structured development pathway for individuals aspiring to become BDDs, offering hands-on experience in credit analysis, deal structuring, and stakeholder engagement, while working on complex, high-value transactions within the middle-ticket market (ranging from £500k-5M). BDAs will work closely with BDDs to triage broker proposals, prepare credit submissions, and manage the administrative and operational aspects of transactions. The role is ideal for a commercially aware individual with strong organisational skills, a keen interest in asset finance, and a desire to grow into a senior client-facing role. RESPONSIBILITIES: Triage and assess incoming broker proposals for completeness and suitability. Gather additional information from brokers and clients to support proposal evaluation. Liaise with the sales support team to obtain exposure data, financials, and other supporting materials. Create and maintain Salesforce credit proposals, ensuring accuracy and completeness. Upload relevant documentation to Salesforce and maintain digital records. Support BDDs in structuring and progressing less complex finance transactions. Manage revolving credit and stage payment drawdowns in coordination with internal teams. Attend customer and broker meetings alongside BDDs where appropriate. Review finance documentation and coordinate dispatch to brokers. Prepare deal sheets and assist in documentation processes. Conduct asset inspections and report findings. Liaise with Broker Solutions to identify and onboard new Specialist Finance broker opportunities. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE / ARE: Experience within the Asset Finance industry Strong financial acumen High attention to detail and accuracy. Strong organisational and administrative skills. Excellent written and verbal communication. Proactive and self-motivated with a willingness to learn. Comfortable working independently and as part of a team. Competent in Microsoft Office and CRM systems (e.g., Salesforce) IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have sales / business development experience Have experience working with brokers or third-party introducers. Are familiar with credit processes and financial documentation. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 05, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Specialist Asset Finance team where, as a Business Development Associate (BDA) you will support the Business Development Directors (BDDs) in managing broker relationships and executing transactions. This role provides a structured development pathway for individuals aspiring to become BDDs, offering hands-on experience in credit analysis, deal structuring, and stakeholder engagement, while working on complex, high-value transactions within the middle-ticket market (ranging from £500k-5M). BDAs will work closely with BDDs to triage broker proposals, prepare credit submissions, and manage the administrative and operational aspects of transactions. The role is ideal for a commercially aware individual with strong organisational skills, a keen interest in asset finance, and a desire to grow into a senior client-facing role. RESPONSIBILITIES: Triage and assess incoming broker proposals for completeness and suitability. Gather additional information from brokers and clients to support proposal evaluation. Liaise with the sales support team to obtain exposure data, financials, and other supporting materials. Create and maintain Salesforce credit proposals, ensuring accuracy and completeness. Upload relevant documentation to Salesforce and maintain digital records. Support BDDs in structuring and progressing less complex finance transactions. Manage revolving credit and stage payment drawdowns in coordination with internal teams. Attend customer and broker meetings alongside BDDs where appropriate. Review finance documentation and coordinate dispatch to brokers. Prepare deal sheets and assist in documentation processes. Conduct asset inspections and report findings. Liaise with Broker Solutions to identify and onboard new Specialist Finance broker opportunities. WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE / ARE: Experience within the Asset Finance industry Strong financial acumen High attention to detail and accuracy. Strong organisational and administrative skills. Excellent written and verbal communication. Proactive and self-motivated with a willingness to learn. Comfortable working independently and as part of a team. Competent in Microsoft Office and CRM systems (e.g., Salesforce) IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: Have sales / business development experience Have experience working with brokers or third-party introducers. Are familiar with credit processes and financial documentation. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Job Title: Family Court Advisor Location: Portsmouth Pay Rate: 37.75 per hour Job Description: Liquid Personnel is recruiting a passionate and skilled Children's Social Worker to join our client's Family Court Advisor team in the vibrant coastal city of Portsmouth. This is a unique opportunity to make a meaningful impact in the lives of children and families navigating complex child arrangement decisions. What will your responsibilities be? In this role, you will, Work within the Private Law PATHFINDER team, assisting families in court to arrange the best outcomes for children. Conduct assessments, engage directly with children, and represent their views and wishes in reports and court settings. Undertake robust risk assessments and mediation, using your social work expertise to advocate for arrangements in the children's best interests. Operate independently, organised, and resiliently to manage each case effectively. Write safeguarding letters and Section 7 reports, drawing upon your wealth of experience in social work, especially with children and families. Benefits: Enjoy competitive pay This opportunity provides the ideal platform for professional growth in a fulfilling role, helping you build a career you're proud of. Flexible shifts mean you can balance your personal and work life with ease, giving you the freedom to enjoy time outside of work with loved ones. Join a vibrant work environment where support and teamwork are at the forefront, making each day a pleasure. Experience the variety and challenge each day brings, broadening your skills and making a real difference. A step away from local statutory work the widen your practice-based knowledge Locates in Portsmouth this post offers a fantastic location a stone's throw away from the coast with a lovely pace of life. Qualifications & Experience: To be successful in this role you must have, Social Work England registration as a registered social worker Proven experience writing Safeguarding letters and Section 7 reports, supported by a solid background in social work Enhanced DBS check completed within the last 12 months Five years of references, including explanations for any gaps in employment Relevant Social Work qualification with demonstrable experience in the field Why Liquid Personnel? Free DBS and compliance service Twice weekly payroll and 'Faster Pay' service, getting you paid more quickly Access to exclusive roles that aren't available from other agencies Free access to Liquid's exclusive social work training and CPD portal Your own dedicated consultant with extensive social work knowledge Access to a wide selection of social work positions across the UK "Refer a Friend" bonus - get 500 for each social worker you refer who we successfully place "Find your own job" bonus - get 250 for bringing your own position to us Liquid Personnel is an equal opportunities employer. Liquid Personnel Ltd is acting as an Employment Business in relation to this vacancy. Terms and conditions apply to our bonus schemes. Reasonable Adjustments: If you consider yourself to have a disability or require any reasonable adjustment during the recruitment process or within the workplace, please highlight this at the earliest opportunity by contacting our team. With this information, we will provide appropriate support to you throughout the process and into your work placement. We are unable to support or accept applications from candidates who are residents within the Red or Amber list of the Code of practice for the international recruitment of health and social care personnel in England, based on the World Health Organisation (WHO) Workforce Support and Safeguard List. BH - (phone number removed) GH - 32593
Sep 05, 2025
Seasonal
Job Title: Family Court Advisor Location: Portsmouth Pay Rate: 37.75 per hour Job Description: Liquid Personnel is recruiting a passionate and skilled Children's Social Worker to join our client's Family Court Advisor team in the vibrant coastal city of Portsmouth. This is a unique opportunity to make a meaningful impact in the lives of children and families navigating complex child arrangement decisions. What will your responsibilities be? In this role, you will, Work within the Private Law PATHFINDER team, assisting families in court to arrange the best outcomes for children. Conduct assessments, engage directly with children, and represent their views and wishes in reports and court settings. Undertake robust risk assessments and mediation, using your social work expertise to advocate for arrangements in the children's best interests. Operate independently, organised, and resiliently to manage each case effectively. Write safeguarding letters and Section 7 reports, drawing upon your wealth of experience in social work, especially with children and families. Benefits: Enjoy competitive pay This opportunity provides the ideal platform for professional growth in a fulfilling role, helping you build a career you're proud of. Flexible shifts mean you can balance your personal and work life with ease, giving you the freedom to enjoy time outside of work with loved ones. Join a vibrant work environment where support and teamwork are at the forefront, making each day a pleasure. Experience the variety and challenge each day brings, broadening your skills and making a real difference. A step away from local statutory work the widen your practice-based knowledge Locates in Portsmouth this post offers a fantastic location a stone's throw away from the coast with a lovely pace of life. Qualifications & Experience: To be successful in this role you must have, Social Work England registration as a registered social worker Proven experience writing Safeguarding letters and Section 7 reports, supported by a solid background in social work Enhanced DBS check completed within the last 12 months Five years of references, including explanations for any gaps in employment Relevant Social Work qualification with demonstrable experience in the field Why Liquid Personnel? Free DBS and compliance service Twice weekly payroll and 'Faster Pay' service, getting you paid more quickly Access to exclusive roles that aren't available from other agencies Free access to Liquid's exclusive social work training and CPD portal Your own dedicated consultant with extensive social work knowledge Access to a wide selection of social work positions across the UK "Refer a Friend" bonus - get 500 for each social worker you refer who we successfully place "Find your own job" bonus - get 250 for bringing your own position to us Liquid Personnel is an equal opportunities employer. Liquid Personnel Ltd is acting as an Employment Business in relation to this vacancy. Terms and conditions apply to our bonus schemes. Reasonable Adjustments: If you consider yourself to have a disability or require any reasonable adjustment during the recruitment process or within the workplace, please highlight this at the earliest opportunity by contacting our team. With this information, we will provide appropriate support to you throughout the process and into your work placement. We are unable to support or accept applications from candidates who are residents within the Red or Amber list of the Code of practice for the international recruitment of health and social care personnel in England, based on the World Health Organisation (WHO) Workforce Support and Safeguard List. BH - (phone number removed) GH - 32593
Job Description What if you could do the kind of work the world needs? At WSP, you can access our global scale, contribute to landmark projects and connect with the brightest minds in your field to do the best work of your life. You can embrace your curiosity in a culture that celebrates new ideas and diverse perspectives. You can experience a world of opportunity and the chance to shape a career as unique as you. A little more about your role We are seeking a motivated and highly experienced International ESG Consultant to join our International ESG transactions advisory team. You will be working on Environmental & Social (E&S) Due Diligence (ESDD) and ESIA projects for a wide range of financial and industrial clients globally. Our teams are often acting as lenders' Independent E&S Advisor or working with the Project Company to align with the lender's E&S policies as part of project financing. The role will build on our excellent track record and expand on our international ESG expertise, helping to provide ESG support, manage, deliver and develop our ESG technical services, and to effectively respond to ESG strategic advisory and Sustainable Finance driven market opportunities. The job will include involvement in technical and project management aspects of a variety of projects often located in developing countries such as South America, Europe, Africa, Middle East and Central Asia/Commonwealth of Independent States (CIS). The project work can involve travel to these locations on short trips to conduct or support audits/monitoring or training, You will play a key role in: Managing the delivery of major international ESDD/ESIA, ESMS, identification of mitigation measures, preparation of E&S management plans and E&S monitoring and performance services on major international projects for our private sector clients and on behalf of international funders; Defining appropriate corrective action plans, and measures for follow-up verification; Providing assistance to clients in meeting international lender standards and advise on international best practice in E&S performance; Supporting the development and implementation of environmental and social management systems; Have a deep understanding of international E&S standards, incl. Equator Principles (EP4), IFC Performance Standards, EBRD Performance Requirements, World Bank EHS Guidelines. Keeping up to date with the latest developments, regulations and standards in the ESG space; Building strong working relationships and collaborating widely with WSPs international E&S and Technical teams; Managing project Associates within countries and regions of operation; Delivery of work through well written and succinct reports and presentations to clients; Technical support to various team members to identify E&S risks and manage those risks; Responsibility for account managing a number of clients - developing those relationships, supporting delivery of services and growing the accounts; and Business and Client development, preparation of marketing materials and proposals as required. What we will be looking for you to demonstrate a primary degree in a relevant subject such as environmental science, E&S studies, sustainability, social sciences and HSE supported by relevant experience commensurate with the role. A secondary/ post-graduate qualification such as an MSc, MEng or similar qualification, would be advantageous. an understanding of key E&S due diligence/ESIA concepts and their application; experience in carrying out E&S due diligence reviews / ESIAs, construction monitoring for infrastructure projects; proven and successful experience in providing E&S management services to international lenders in project finance processes and cycles involving IFC, EBRD and other lender safeguards; client focused - client facing, confident communicator. ability to provide high level advice at short notice. excellent written and verbal communication skills, and be fully IT literate as you will be required to write and review clear, concise and technically robust reports. experience of working internationally and ability to undertake international trips as required; fluency in English, excellent communication and report writing skills; good interpersonal skills with ability for building internal and external relationships and networks; excellent project management skills; and proven ability to confidently deliver to tight timelines and work cross-culturally in an international working environment. Imagine a better future for you and a better future for us all. Join our close-knit community of talented individuals who share your passion for making a positive impact. Our global team includes more than 69,000 employees, working together to make a difference in communities both close to home and around the world. With us, you can. Apply today. About Us We are one of the world's leading engineering and professional services firms. Our 72,800 passionate people are united by the common purpose of creating positive, long-lasting impacts on the communities we serve through a culture of innovation, integrity, and inclusion. With over 9,000 professionals across the UK and Ireland, we are dedicated to our local communities and propelled by international brainpower. WHAT'S IN IT FOR YOU? Work-life balance At WSP, we understand that work is just one aspect of your life. It's important to make time for you, your family, friends, interests and your community. Our hybrid working policy offers the flexibility to work from home two days a week, while also providing opportunities to collaborate in our modern offices across the UK. Inclusivity & Belonging We welcome applicants with varied backgrounds and experiences. We enable rewarding careers by encouraging people to bring their whole and authentic selves to work so that our work represents the fullest spectrum of society. We celebrate integrity and treat people with respect, supporting each other and embracing a culture of inclusion and belonging at WSP. We have our employee resource groups bring together employees and allies with different backgrounds to promote our culture of inclusivity. Health & Wellbeing We are committed to supporting our people, giving you the tools to make improvements to your health and wellbeing through our Thrive programme. Our Virtual GP service gives you access to an NHS or Irish Medical Council GP at a time and place that suits you - giving you peace of mind and quick access to medical advice when you need it most. We also provide reasonable workplace adjustments for those in need. Additionally, you can benefit from the Gymflex scheme, which offers up to 40% off annual gym memberships through our WSP flexible benefits program, as well as a comprehensive menopause support package. Flex your time To enhance work-life balance, WSP offers the "WSP My Hour," allowing you to take one hour each day for personal activities, with the flexibility to make up the time earlier or later that day. We also provide part-time and flexible working arrangements, the option to purchase additional leave, and the ability to use your bank holiday entitlement to suit you. Your development We understand the importance of development and training to you. That's why we foster a supportive environment that invests in your growth, whether through training, mentoring, or Chartership. Here at WSP we positively encourage applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, pregnancy or maternity/paternity. As a Disability Confident leader, we will interview all disabled applicants who meet the essential criteria, please let us know if you require any workplace adjustments in support of your application.
Sep 05, 2025
Full time
Job Description What if you could do the kind of work the world needs? At WSP, you can access our global scale, contribute to landmark projects and connect with the brightest minds in your field to do the best work of your life. You can embrace your curiosity in a culture that celebrates new ideas and diverse perspectives. You can experience a world of opportunity and the chance to shape a career as unique as you. A little more about your role We are seeking a motivated and highly experienced International ESG Consultant to join our International ESG transactions advisory team. You will be working on Environmental & Social (E&S) Due Diligence (ESDD) and ESIA projects for a wide range of financial and industrial clients globally. Our teams are often acting as lenders' Independent E&S Advisor or working with the Project Company to align with the lender's E&S policies as part of project financing. The role will build on our excellent track record and expand on our international ESG expertise, helping to provide ESG support, manage, deliver and develop our ESG technical services, and to effectively respond to ESG strategic advisory and Sustainable Finance driven market opportunities. The job will include involvement in technical and project management aspects of a variety of projects often located in developing countries such as South America, Europe, Africa, Middle East and Central Asia/Commonwealth of Independent States (CIS). The project work can involve travel to these locations on short trips to conduct or support audits/monitoring or training, You will play a key role in: Managing the delivery of major international ESDD/ESIA, ESMS, identification of mitigation measures, preparation of E&S management plans and E&S monitoring and performance services on major international projects for our private sector clients and on behalf of international funders; Defining appropriate corrective action plans, and measures for follow-up verification; Providing assistance to clients in meeting international lender standards and advise on international best practice in E&S performance; Supporting the development and implementation of environmental and social management systems; Have a deep understanding of international E&S standards, incl. Equator Principles (EP4), IFC Performance Standards, EBRD Performance Requirements, World Bank EHS Guidelines. Keeping up to date with the latest developments, regulations and standards in the ESG space; Building strong working relationships and collaborating widely with WSPs international E&S and Technical teams; Managing project Associates within countries and regions of operation; Delivery of work through well written and succinct reports and presentations to clients; Technical support to various team members to identify E&S risks and manage those risks; Responsibility for account managing a number of clients - developing those relationships, supporting delivery of services and growing the accounts; and Business and Client development, preparation of marketing materials and proposals as required. What we will be looking for you to demonstrate a primary degree in a relevant subject such as environmental science, E&S studies, sustainability, social sciences and HSE supported by relevant experience commensurate with the role. A secondary/ post-graduate qualification such as an MSc, MEng or similar qualification, would be advantageous. an understanding of key E&S due diligence/ESIA concepts and their application; experience in carrying out E&S due diligence reviews / ESIAs, construction monitoring for infrastructure projects; proven and successful experience in providing E&S management services to international lenders in project finance processes and cycles involving IFC, EBRD and other lender safeguards; client focused - client facing, confident communicator. ability to provide high level advice at short notice. excellent written and verbal communication skills, and be fully IT literate as you will be required to write and review clear, concise and technically robust reports. experience of working internationally and ability to undertake international trips as required; fluency in English, excellent communication and report writing skills; good interpersonal skills with ability for building internal and external relationships and networks; excellent project management skills; and proven ability to confidently deliver to tight timelines and work cross-culturally in an international working environment. Imagine a better future for you and a better future for us all. Join our close-knit community of talented individuals who share your passion for making a positive impact. Our global team includes more than 69,000 employees, working together to make a difference in communities both close to home and around the world. With us, you can. Apply today. About Us We are one of the world's leading engineering and professional services firms. Our 72,800 passionate people are united by the common purpose of creating positive, long-lasting impacts on the communities we serve through a culture of innovation, integrity, and inclusion. With over 9,000 professionals across the UK and Ireland, we are dedicated to our local communities and propelled by international brainpower. WHAT'S IN IT FOR YOU? Work-life balance At WSP, we understand that work is just one aspect of your life. It's important to make time for you, your family, friends, interests and your community. Our hybrid working policy offers the flexibility to work from home two days a week, while also providing opportunities to collaborate in our modern offices across the UK. Inclusivity & Belonging We welcome applicants with varied backgrounds and experiences. We enable rewarding careers by encouraging people to bring their whole and authentic selves to work so that our work represents the fullest spectrum of society. We celebrate integrity and treat people with respect, supporting each other and embracing a culture of inclusion and belonging at WSP. We have our employee resource groups bring together employees and allies with different backgrounds to promote our culture of inclusivity. Health & Wellbeing We are committed to supporting our people, giving you the tools to make improvements to your health and wellbeing through our Thrive programme. Our Virtual GP service gives you access to an NHS or Irish Medical Council GP at a time and place that suits you - giving you peace of mind and quick access to medical advice when you need it most. We also provide reasonable workplace adjustments for those in need. Additionally, you can benefit from the Gymflex scheme, which offers up to 40% off annual gym memberships through our WSP flexible benefits program, as well as a comprehensive menopause support package. Flex your time To enhance work-life balance, WSP offers the "WSP My Hour," allowing you to take one hour each day for personal activities, with the flexibility to make up the time earlier or later that day. We also provide part-time and flexible working arrangements, the option to purchase additional leave, and the ability to use your bank holiday entitlement to suit you. Your development We understand the importance of development and training to you. That's why we foster a supportive environment that invests in your growth, whether through training, mentoring, or Chartership. Here at WSP we positively encourage applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, pregnancy or maternity/paternity. As a Disability Confident leader, we will interview all disabled applicants who meet the essential criteria, please let us know if you require any workplace adjustments in support of your application.
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients. The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required. This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise. Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients 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
Sep 01, 2025
Full time
In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients. The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required. This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise. Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients 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
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business. Wills, Trusts and LPA Consultant Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff - also close to the station area Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities The role - Wills, Trusts and LPA Consultant The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients. You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. The role - duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management - review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services - Mortgages, Life insurance etc. A degree in law is desirable - NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided. Full UK driving licence (own car not required). For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
Sep 01, 2025
Full time
We are excited to be partnered with our highly reputable, professional and established law based client as they seek to recruit a Wills, Trusts and LPA Consultant to join their team within their offices in the centre of East Grinstead. This is an excellent opportunity to join a very reputable firm. The role offers a pathway to career development and progression within the business. Wills, Trusts and LPA Consultant Full time permanent role - Mon-Fri office based hours. Opportunity to work 2-3 days per week from the office and the rest of the time from home and client sites Office based in East Grinstead with parking available on site for staff - also close to the station area Salary 29000- 30000 per annum plus commission. Excellent all round company benefits, along with a generous commission scheme This is an excellent opportunity to join a busy team within a friendly and very successful organisation who offer a strong career pathway and progression opportunities The role - Wills, Trusts and LPA Consultant The role of a Private Client (Wills, Trusts and LPA's) Consultant encompasses offering advice to clients. You will be joining a team of highly skilled professionals and after your initial training, you will be providing expert advice in Wills (i.e. creating a new Will, updating an existing Will, advising on Trust structures, preserving wealth and minimising inheritance tax liability, income tax and capital gains), Lasting Powers of Attorney and Probate. The role - duties and responsibilities Offering expert advice to clients on how best to structure their Will/Trusts/LPAs, whilst ensuring compliance with current laws. Building and maintaining strong client relationships, offering a bespoke and caring service. Make referrals for additional services, including Trusts, Life Insurance, Lasting Powers of Attorney (LPA) and other associated products. Prioritising work so that deadlines and company service level agreements (SLA's) can be met. Responsible for gathering and maintaining accurate and relevant information and legal records. Following up with clients after their initial meeting to obtain any outstanding information Drafting and revising Wills and LPAs within company SLAs. Answering client calls and emails within company SLAs. Preparing LPA forms, supporting with submitting & registering. Attending regional client meetings. An overnight stay may be required on occasions. Diary management - review and maintain your diary weekly. Further development of knowledge and skills via additional external studies / qualifications is offered after successful completion of your probation. Experience, competencies and knowledge required: Excellent verbal and written communication skills along with exceptional client care skills Works well under pressure on own and as part of a team. Previous experience in Financial Services - Mortgages, Life insurance etc. A degree in law is desirable - NOT ESSENTIAL Experience in Wills, Trusts, Probate and Estate Planning is desirable - NOT ESSENTIAL STEP or CILEX qualified (or working towards) - Desirable - NOT ESSENTIAL - Training courses will be provided. Full UK driving licence (own car not required). For more information regarding this new and exciting Wills, Trusts and LPA Consultant opportunity, please apply now! Short-listing will take place soon - don't miss out! Wild Recruitment Ltd T/A First Recruitment Services is acting as an Employment Agency in relation to this vacancy. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job
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. 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. 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. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning 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
Sep 01, 2025
Full time
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. 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. 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. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning 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
