Current jobs related to Financial Advisor - Market Harborough - Heat Recruitment

  • Financial Planning Assistant

    8 hours ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and analysis on...

  • Financial Planning Assistant

    5 hours ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and analysis on...

  • Financial Planning Specialist

    2 weeks ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    {"title": "Paraplanning Opportunity", "content": "Paraplanning OpportunityWe are seeking a skilled Paraplanning Professional to join our team in Market Harborough. As a key member of our financial planning team, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing...

  • Financial Planning Specialist

    2 weeks ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    {"title": "Paraplanning Opportunity", "content": "Paraplanning OpportunityWe are seeking a skilled Paraplanning Professional to join our team in Market Harborough. As a key member of our financial planning team, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing...

  • Financial Planning Assistant

    16 hours ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Conduct thorough research and analysis on various...

  • Financial Planning Assistant

    17 hours ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Conduct thorough research and analysis on various...

  • Financial Planning Assistant

    3 days ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...

  • Financial Planning Assistant

    3 days ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...

  • Financial Planning Assistant

    7 days ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...

  • Financial Planning Assistant

    7 days ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...

  • Financial Planning Assistant

    3 days ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...

  • Financial Planning Assistant

    3 days ago

    Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...

  • Mortgage Advisor

    7 days ago

    Market Harborough, Leicestershire, United Kingdom Connells Full time

    Unlock Your Potential as a Mortgage AdvisorAre you a qualified Mortgage Advisor looking to take your career to the next level? Do you want to work for a leading estate agency and property services provider in the UK? We're currently recruiting for a Mortgage Advisor to join our team at Connells Group.About the RoleAs a Mortgage Advisor, you'll work closely...

  • Mortgage Advisor

    7 days ago

    Market Harborough, Leicestershire, United Kingdom Connells Full time

    Unlock Your Potential as a Mortgage AdvisorAre you a qualified Mortgage Advisor looking to take your career to the next level? Do you want to work for a leading estate agency and property services provider in the UK? We're currently recruiting for a Mortgage Advisor to join our team at Connells Group.About the RoleAs a Mortgage Advisor, you'll work closely...

  • Financial Planning Assistant

    6 days ago

    Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    {"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.Key...

  • Financial Planning Assistant

    6 days ago

    Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    {"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.Key...

  • Financial Planning Assistant

    7 days ago

    Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    {"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.Key...

  • Financial Planning Assistant

    7 days ago

    Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    {"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.Key...

  • Financial Planning Associate

    2 weeks ago

    Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    {"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing exceptional client service and ensuring compliance in our rapidly growing financial planning firm.Key Responsibilities:Prepare and maintain client...

  • Financial Planning Associate

    2 weeks ago

    Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    {"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing exceptional client service and ensuring compliance in our rapidly growing financial planning firm.Key Responsibilities:Prepare and maintain client...

Financial Advisor

3 months ago

Market Harborough, United Kingdom Heat Recruitment Full time

Wealth Manager - Market Harborough, UK - Up to £100,000 per annum.


We working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working closely with high-net-worth individuals to develop tailored investment strategies that align with their financial goals.


Key Responsibilities:

  • Cultivate and maintain strong client relationships through exceptional service and trust.
  • Develop and implement comprehensive financial plans tailored to individual client needs.
  • Monitor and manage diverse investment portfolios, ensuring alignment with clients' risk tolerance and financial objectives.
  • Conduct regular portfolio reviews and adjustments based on market conditions and client goals.
  • Stay abreast of financial market trends, regulations, and new investment opportunities to provide informed advice.


Qualifications:

  • Level 4 Diploma in Regulated Professional Financial Advice required.
  • At least one year experience with a proven track record in wealth management.
  • Excellent analytical skills with the ability to interpret complex financial data and trends.
  • Superior communication and interpersonal skills, with the ability to explain financial concepts clearly.
  • High ethical standards and a client-focused approach to financial planning.


Benefits:

  • Competitive salary with a performance-based bonus structure, up to £100,000 (DOE).
  • Competitive benefits package.
  • Opportunities for continuous professional development and career advancement.
  • Flexible working arrangements to support work-life balance.


Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.


Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career