Assistant Financial Planner
3 weeks ago
Assistant Financial Planners x 2Location; Leicestershire Salary; £40-45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK. They are now looking for 2 Assistant Financial Planners who are aspiring to be Financial Planners. ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently. Long-t...
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Chartered Financial Planner
2 days ago
Leicester, United Kingdom Four Squared Full timeMy client is one of the region’s most reputable organisations who are looking recruit a Chartered financial Planner to join their expanding team in Leicester. The company work exclusively with high-net-worth individuals, with Planners often having to useall of their knowledge and resources to find complex Investment and tax planning solutions to suit their...
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Paraplanner - Financial Services
11 hours ago
Leicester, United Kingdom Gohil & Gunby Financial Services Full time**Job Title: Paraplanner** **Industry: Financial Services** **Location: Leicester** **Salary: £25,000 - £40,000 (negotiable, depending on experience)** **Job Reference: 17896** This Paraplanner job in Leicester provides the opportunity to join a fast-paced and growing IFA firm. You will oversee the full client journey, by reviewing the client’s...
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Associate Financial Adviser
3 weeks ago
Leicester, United Kingdom Ortus PSR Full timeAssistant Financial Planner (2-Year Pathway to Financial Planner) – Enderby, Leicester, Leicestershire (East Midlands) – £45,000 + Bonus + Car Allowance Fast-track your financial planning career with a Chartered firm of pension scheme specialists and wealth managers established in 1983. The team manage £1bn+ in client assets and have been recognised...
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Senior Financial Planner
4 days ago
Leicester, United Kingdom Focus Search and Selection Full time**Senior Financial Planner** **Location: Leicester** **Salary: £70,000 to £110,000, plus benefits and bonus** My client has a very strong reputation in the Midlands region, providing their clients with Financial Advice. They are looking for an experienced Financial Adviser to help grow their brand and AUM in the region. You will be part of a team of...
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Associate Financial Planner
2 weeks ago
Leicester, Leicester, United Kingdom Forvis Mazars Full time £20,000 - £60,000 per yearAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. You'll have a big say in the way your role and your team works.Are you looking to make an impact in...
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Assistant Financial Planner
5 days ago
Leicester, United Kingdom North Oak Recruitment Full timeAssistant Financial PlannerApply below after reading through all the details and supporting information regarding this job opportunity.Leicestershire (our ref AL1393)Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowanceHaving welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown...
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Trainee Financial Planner
6 days ago
Leicester, United Kingdom Boolers Full time**Our business** Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition. By providing excellent service and outcomes for clients we have achieved significant growth and have assets under influence in excess of £1bn. Our office is based in Enderby, Leicestershire and we...
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Financial Planner
6 days ago
Leicester, United Kingdom Finlink Ltd Full timeAn excellent opportunity to join an IFA firm in a period of growth as a Financial Advisor. The firm are looking for those with financial planning experience. This company are an independent financial advisory firm who are directly authorised and have been running for over 30 years. They are always looking to expand their advisory firm and are based in a...
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Financial Controller
4 days ago
Leicester, United Kingdom HedgerWay: Senior Financial Recruitment Full timeFinancial Controller – Private Equity backed, Manufacturing Sector Sector: Manufacturing An established and growing PE backed manufacturing business is seeking a technically strong Financial Controller to join its finance team. This is an excellent opportunity for a qualified accountant looking to step into a role with broad exposure, responsibility, and...
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Financial Controller
5 days ago
Leicester, Leicester, United Kingdom HedgerWay: Senior Financial Recruitment Full time £65,000 - £75,000 per yearFinancial Controller – Private Equity backed, Manufacturing SectorLocation:LeicesterSalary:£65,000 - £75,000 + BenefitsSector:ManufacturingAn established and growing PE backed manufacturing business is seeking a technically strong Financial Controller to join its finance team. This is an excellent opportunity for a qualified accountant looking to step...