Planning lead Work, Jobs in Duddington, Nth (with Salaries)

Client Services Coordinator (Senior IFA Administrator)
Yoke Global Ltd —Stamford
- £30,000 - £34,000 a year
- Part-time
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Annual leave
Quick apply
3d
Customer Behaviour Change Lead
Anglian Water Services Ltd —Huntingdon
- £42,000 - £47,000 a year
- Full-time
- CRM software
- Analysis skills
- Continuous improvement
- Annual leave
9d
Finance Professional
Cabel UK Ltd —Oakham
- Up to £50,000 a year
- Full-time
- Microsoft Excel
- In-person
- Leadership
- Profit sharing
Quick apply
Principal Planning Consultant/Development Lead
Berrys —Kettering
- Full-time
- Hybrid work
- Management
- Business development
- Project management
- Employee assistance programme
- Employee discount
Quick apply
12d
Facilities Management Project Manager
Anglian Water Services Ltd —Peterborough
- Full-time
- Hybrid work
- Continuous improvement
- Travel
- Organisational skills
- Annual leave
- Work from home
Client Relationship Manager
Arvato Bertelsmann Supply Chain Solutions —Corby
- £47,000 - £60,000 a year
- Full-time
- Management
- English
- Supervising experience
- Free parking
- Annual leave
Quick apply
Projct Coordinator
Dalcour Maclaren —Stamford
- Military
- IT
- Free parking
- Annual leave
Quick apply
5d
Night Shift Operations Manager
Tayto Group Limited —Corby
- £55,500 - £62,500 a year
- Full-time
- Management
- Continuous improvement
- In-person
- Free parking
- Sick pay
Quick apply
13d
Senior Planning Officer
Avalon —Northampton
- £32.69 - £45.00 an hour
- Temporary
- Hybrid work
- No degree
Enterprise Planning Lead - 12 Month Fixed Term Contract
Diligenta —Peterborough
- £76,930 - £96,160 a year
- Full-time
- Presentation skills
- Financial services
- Leadership
- Employee assistance programme
Quick apply
Senior Planner/Planning Manager
Phoenix Sustainable Investments —Bourne
- Communication skills
9d
Extrusion Manager
Povoas Packaging —Desborough
- From £45,000 a year
- Full-time
- Management
- ERP systems
- Continuous improvement
- Free parking
Quick apply
12d
Planning Manager
Westfalia Fruit —Spalding
- Full-time
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
Sales Support
Boughton Loam —Kettering
- Monday to Friday
- Microsoft Excel
- Customer service
- Microsoft Office
- Referral programme
Quick apply
Revenue Manager
Taylor Rose —Peterborough
- Hybrid work
- Microsoft Excel
- Communication skills
Programme Manager
Mace —Peterborough
- Full-time
- Hybrid work
- Project management
- No degree
- Construction
Assistant Head - Business & IT
Inspire Education Group —Stamford
- £38,627 - £44,704 a year
- Full-time
- Education
- IT
- Leadership
- Free parking
- Annual leave
11d
Recovery Worker
Change Grow Live —Corby
- £28,557.79 - £32,802.41 a year
- IT
- Time management
- Annual leave
- Employee discount
13d
Food & Beverage Assistant Manager
Rutland Hall Hotel & Spa —Oakham
- Up to £32,000 a year
- Full-time
- Bar
- Hotel
- In-person
- Free parking
- Gym membership
Quick apply
3d
Centre Manager - Stamford
HiQ Tyres and Autocare —Stamford
- Full-time
- Management
- Project management
- Leadership
- Employee discount
- Referral programme
Quick apply

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Client Services Coordinator (Senior IFA Administrator)

Yoke Global Ltd
Stamford

Quick apply

Job details

Part-time | Full-time
£30,000 - £34,000 a year
3 days ago

Benefits

Health & wellbeing programme
Cycle to work scheme
Annual leave
Company pension
Work from home
Company events
Employee assistance programme
Private medical insurance
Sick pay

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Yoke Global Ltd

Formed in 2013, Yoke Global has built a reputation as a trusted operations partner to Financial Adviser firms across the UK. We provide fully embedded client servicing support, covering PA support, administration and paraplanning coordination.

We are not a task-based outsource provider. We take responsibility. Our team becomes a natural extension of the firms we support, owning workflows, proactively managing cases and delivering a first-class experience for advisers and their clients.

To do that well, we need exceptional people. People who care about detail. People who communicate clearly. People who take pride in doing things properly.

If that sounds like you, read on!

The Role

This is a pivotal role within Yoke.

As a Client Services Coordinator, you will manage end-to-end client servicing for 1–3 adviser firms. Each firm may use different systems and have different working styles, so the ability to adapt, switch context and stay organised is essential. It’s not for everyone but for the right person, it’s energising and rewarding.

You’ll be the operational backbone for your firms, ensuring every case is handled efficiently, compliantly and with precision. You’ll work closely with advisers, client support teams and paraplanners to keep everything moving smoothly.

We are fast-paced, but deeply supportive. In our most recent annual reflection and planning session, our team identified our culture and collaboration as our greatest strength. There is no hierarchy here, everyone works hard, everyone supports one another and everyone is trusted.

Key Responsibilities

We are looking for an experienced person as this is a senior administration role.

Diary and Schedule Management
Coordinate adviser calendars, schedule client review meetings and ensure review documentation is prepared to a high standard by the client support team.

End-to-End Case Management
Manage the full client servicing process from instruction through to completion, ensuring work is delivered promptly, professionally and in line with compliance requirements.

New Business Processing
Oversee the entire new business journey, including populating applications, submitting forms, placing trades, tracking platform updates and maintaining accurate data within back-office systems.

Paraplanner Support
Collaborate with paraplanners to gather policy information, prepare illustrations, run fund analysis and prepare Annual Suitability Reports.

Client Communication
Provide proactive progress updates, conduct client care calls and deliver clear, confident communication at every stage.

Work in Progress Management
Lead weekly work-in-progress calls with advisers to review cases, prioritise workloads and resolve issues efficiently.

Team Collaboration
Work closely with internal teams to deliver a seamless client experience and continually improve operational standards.

Career Development Opportunities

We believe in long-term careers, not static roles.

As a Client Services Coordinator, you will have opportunities to develop through:

Project Management
Take ownership of key campaigns such as Bed and ISA and Change of Agency projects.

Process Improvement
Work with management to refine processes, build efficiencies and develop templates that improve workflow and consistency.

Paraplanning Pathway
For those interested in becoming a paraplanner, we provide hands-on technical exposure alongside full financial support towards relevant exams and qualifications.

What We’re Looking For

Highly organised with strong attention to detail
Confident communicator, both written and verbal
Comfortable managing multiple workflows simultaneously
Proactive and solutions-focused
Adaptable and able to work across different systems and adviser styles
Motivated by responsibility rather than task completion

Experience within financial services or adviser support is preferred, but attitude, work ethic and cultural fit matter just as much.

Salary and Benefits

Salary: £30,000 – £34,000 depending on experience

Holiday: 30.5 days, increasing with length of service up to 33.5 days.
Our office closes over the Christmas period and this time off does not affect your annual leave entitlement.

Benefits:
Pension scheme
Private Medical Insurance
Death in Service cover
Employee Assistance Programme

Location and Flexibility

Our office is based in Tinwell, Stamford.

Full time office hours: 9am-5pm Monday - Thursday. 8am - 3pm Friday.

We will consider part time hours.

What Our Team Say

✨ “The people make all the difference. Everyone’s genuinely kind and helpful — I’ve never felt afraid to ask questions.”
✨ “Every day is different. It keeps you sharp, and you learn so much by working across multiple firms.”
✨ “It’s a fulfilling role where no two days are the same.”
✨ “You're trusted to get on with things. No micromanagement, just support when you need it.”
✨ “It’s fast-paced — but that’s what keeps it interesting.”
✨ “As a graduate, I’ve grown massively. The team treat you like family and help you find your feet.”
✨ “I wish I’d found Yoke sooner.”

Job Types: Full-time, Part-time

Pay: £30,000.00-£34,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Health & wellbeing programme
Private medical insurance
Sick pay
Work from home

Experience:

IFA (or similar) administration: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

planning lead jobs in duddington, nth

Client Services Coordinator (Senior IFA Administrator)

Customer Behaviour Change Lead

Finance Professional

Principal Planning Consultant/Development Lead

Facilities Management Project Manager

Client Relationship Manager

Projct Coordinator

Night Shift Operations Manager

Senior Planning Officer

Enterprise Planning Lead - 12 Month Fixed Term Contract

Senior Planner/Planning Manager

Extrusion Manager

Planning Manager

Sales Support

Revenue Manager

Programme Manager

Assistant Head - Business & IT

Recovery Worker

Food & Beverage Assistant Manager

Centre Manager - Stamford

I want to receive the latest job alerts for planning lead in duddington, nth

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