Planner Work, Jobs in Penrith, Cma (with Salaries)

IFA Administrator
Recruit Wealth —Penrith
- £28,000 - £30,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
4h
Enforcement Investigator
Lake District National Park —Kendal
- £34,561 - £40,187 a year
- Full-time
- Analysis skills
- Free parking
- Annual leave
Production Planner
Kendal Nutricare —Kendal
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
Rural Asset Manager
Lake District National Park —Kendal
- £51,157 - £58,127 a year
- Full-time
- Project management
- Mentoring
- Communication skills
- Free parking
- Annual leave
2h
Nature Finance Lead
Lake District National Park —Kendal
- £39,905 - £45,814 a year
- Full-time
- Communication skills
- Negotiation
- Free parking
- Annual leave
8d
Financial Adviser (Penrith)
Perspective Financial Group —Penrith
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
7d
Operations Planner
PPM Ltd —Carlisle
- £26,436.80 - £27,996.80 a year
- Full-time
- Analysis skills
- Organisational skills
- IT
- Health & wellbeing programme
- Annual leave
Quick apply
6d
Senior Project Manager
Glanua —Penrith
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Civil engineering
- Annual leave
- Employee assistance programme
Quick apply
Transport Co-Ordinator
BSW Timber —Carlisle
- Full-time
- Administrative experience
- Analysis skills
- Organisational skills
- Employee discount
- Sick pay
Quick apply
6h
Forestry - Harvesting Production Planner
BSW Group —Carlisle
- Full-time
- Computer skills
- Communication skills
- Employee discount
- Sick pay
Quick apply
Historic Environment Adviser
Forestry Commission —Grizedale
- £33,854 a year
- Full-time
- Microsoft Office
- Presentation skills
- IT
Transport Planner
Stobart —Carlisle
- £34,381 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Car Park Enforcement Officer
Lake District National Park —Coniston
- £24,558 - £25,931 a year
- Part-time
- Time management
- Free parking
- Annual leave
2d
Live Out Receptionist
The Inn at Grasmere/The Little Inn —Ambleside
- £13 an hour
- Full-time
- Customer service
- Hotel
- Organisational skills
- Employee discount
- Gym membership
Quick apply
ADR LPG Tanker Driver
Halcyon Tankers Ltd —Penrith
- From £52,368 a year
- Overtime
- Driving
- In-person
- Free parking
- Health & wellbeing programme
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Enforcement Investigator
Lake District National Park —Kendal
Full time on a 3 year fixed term contract. You will carry out site visits, assess compliance with permissions and enforcement notices and maintain accurate…
£34,561 - £40,187 a year

I want to receive the latest job alerts for planner in penrith, cma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

IFA Administrator

Recruit Wealth
Penrith

Apply Now

Job details

Permanent
£28,000 - £30,000 a year
4 hours ago

Benefits

Company pension

Qualifications

Financial planning
Microsoft Office
Organisational skills
Communication skills

Full job description

Posted: 11/06/26 Recruiter: Recruit Wealth Reference: 3121138473 Type: Permanent Salary: £28,000 - £30,000 Annual Location: Penrith, Cumbria Description:

Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.

This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning.

With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers.

The Opportunity

This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team.

You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience.

Your responsibilities will include:

Managing client correspondence and maintaining strong client relationships
Processing new business applications across pensions, investments and protection
Preparing client review packs and meeting documentation
Arranging client meetings and managing financial planner diaries
Requesting provider illustrations and product information
Maintaining accurate, well-presented and compliant client records on internal systems
Handling client enquiries, provider communication and requests
Providing general back-office and operational support using Intelligent Office - IO
Ensuring all administration is carried out in line with internal procedures and regulatory standards

Genuine Career Progression

One of the key attractions of joining this business is the clear and structured career pathway available.

For those who wish to develop their career further, the firm offers progression opportunities into:

Trainee Paraplanner
Paraplanner
Financial Adviser

Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team.

Benefits & Package

Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including:

25 days holiday plus bank holidays
Your birthday off
Annual salary reviews
Staff recognition and awards programmes
Study support for professional industry qualifications
Adviser Academy - comprehensive in-house training programme
Clear career progression opportunities
Hybrid and flexible working arrangements
Additional holiday purchase scheme
Life assurance
Company pension
Corporate eye-care cover

About You

This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm.

You will ideally bring:

Previous experience within IFA/Financial Planning administration
Strong organisational skills and exceptional attention to detail
Excellent communication and client service skills
The ability to manage multiple priorities in a busy team environment
Confidence using Microsoft Office and financial planning systems

Why Join?

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers.

Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.

Please apply to us here at Recruit Wealth for an immediate response

Apply Now

Refine Your Search

planner jobs in penrith, cma

IFA Administrator

Enforcement Investigator

Production Planner

Rural Asset Manager

Nature Finance Lead

Financial Adviser (Penrith)

Operations Planner

Senior Project Manager

Transport Co-Ordinator

Forestry - Harvesting Production Planner

Historic Environment Adviser

Transport Planner

Car Park Enforcement Officer

Live Out Receptionist

ADR LPG Tanker Driver

More jobs to discover

I want to receive the latest job alerts for planner in penrith, cma

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected