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Permanent
Associate Wealth Planner
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Blackpool
15km

Job Title / Sector: Associate Wealth Planner Location: Blackpool Notice period: 3 months Salary expectations: £45K+ Paragraph detailing relevant skills, experience and if relevant, qualifications     25 years’ experience within financial services and wealth management, with extensive experience supporting Investment Managers within a leading UK wealth and investment management business. Experienced in supporting private clients, families, charities and corporate clients, with a strong focus on delivering high levels of client service. Extensive client onboarding and new business experience, including SIPPs, SSASs, offshore bonds, private clients, charities and corporates. Strong knowledge of KYC, CDD, AML and regulatory requirements, including involvement in data remediation and AML projects. Regularly liaises with clients, professional intermediaries, SIPP and bond providers, Investment Managers and internal departments. Experienced in coordinating client meetings, KYC meetings, valuations, statements, documentation and post-meeting administration. Handles client queries, payments, static data changes and account documentation with a strong focus on accuracy and timely delivery. Proven ability to manage a varied and high-volume workload, prioritising effectively and maintaining exceptional attention to detail. Experience contributing to process improvements, systems reviews and wider business projects, including working collaboratively across departments. Strong IT skills, including Microsoft Word, Excel, Outlook and Teams, alongside experience with a range of wealth and investment management systems including Pershing Nexus, Seismic, Pulse and InvestCloud. CISI qualified & currently undertaking postgraduate study in Linguistics and Artificial Intelligence, demonstrating strong commitment to continued learning and development. Interested in progressing her career further into wealth planning, financial planning and paraplanning, utilising her extensive existing wealth-management and client-facing experience.

Design Engineer
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Bromsgrove
20km

Job Title / Sector: Design Engineer – Mechanical / Electrical – Specialising in R & D Location: Bromsgrove – Travel up to 1 hour Notice period: Immediately Available Salary expectations: Circa £55,000 An experienced Incorporated Engineer (IEng MIET) offers over five years of dedicated service with a global specialist engineering and manufacturing organisation. In this role, they have demonstrated strong research and development (R&D) capabilities, leading complex integration projects, rapid prototyping initiatives, and the design of bespoke mechanical and electrical systems. Their expertise spans across multiple demanding industries, where they have successfully managed high-value projects from initial feasibility and conceptual design through to manufacturing, commissioning, and final handover.   The candidate possesses a robust technical skill set, including proficiency in advanced 3D modelling and lifecycle management software such as Siemens NX, Teamcenter PLM, CATIA V5, and AutoCAD. Their background is backed by formal qualifications, including Higher National Certificates (HNCs) in both Manufacturing Engineering and Building Services Engineering, alongside specialised certifications in electrical installations, lean manufacturing, and defense design regulations. With proven experience in cross-disciplinary collaboration, supplier management, and mentoring junior engineers, they excel at delivering high-repeatability engineering solutions in high-pressure environments.

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