Current jobs related to Financial Planner - Leicester - NJR Recruitment
-
Senior Financial Planner
2 weeks ago
Leicester, Leicester, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking an experienced Senior Financial Planner to join our team at IDEX Consulting, a growing directly authorised business. As a Senior Financial Planner, you will be responsible for servicing and developing top-end clients and professional relationships.Our clients are comprised of high net worth individuals,...
-
Senior Financial Planner
2 weeks ago
Leicester, Leicester, United Kingdom IDEX Consulting Full timeSenior Financial Planner OpportunityWe are seeking an experienced Senior Financial Planner to join our team at IDEX Consulting, a growing directly authorised business. As a Senior Financial Planner, you will be responsible for servicing and developing top-end clients and professional relationships.Our clients are comprised of high net worth individuals,...
-
Financial Planner
2 weeks ago
Leicester, Leicester, United Kingdom IDEX Consulting Full timeJob Title: Financial Planner - Asset ManagementAbout the Role:We are seeking an experienced Financial Planner to join our team at IDEX Consulting. As a Financial Planner, you will be responsible for providing whole of the market advice to clients in a niche part of our advisor proposition.Key Responsibilities:Provide financial planning advice to clients...
-
Financial Planner
2 weeks ago
Leicester, Leicester, United Kingdom IDEX Consulting Full timeJob Title: Financial Planner - Asset ManagementAbout the Role:We are seeking an experienced Financial Planner to join our team at IDEX Consulting. As a Financial Planner, you will be responsible for providing whole of the market advice to clients in a niche part of our advisor proposition.Key Responsibilities:Provide financial planning advice to clients...
-
Financial Planner Opportunity
7 days ago
Leicester, Leicester, United Kingdom Pinstripe Personnel Full timeFinancial Adviser / Planner OpportunityWe are seeking an experienced Financial Adviser or IFA to join our team at Pinstripe Personnel. Our client, a well-established Independent Financial Planning firm based in central Leicester, is looking for a driven and ambitious individual to service their existing client base and build upon it.Key...
-
Financial Planner Opportunity
7 days ago
Leicester, Leicester, United Kingdom Pinstripe Personnel Full timeFinancial Adviser / Planner OpportunityWe are seeking an experienced Financial Adviser or IFA to join our team at Pinstripe Personnel. Our client, a well-established Independent Financial Planning firm based in central Leicester, is looking for a driven and ambitious individual to service their existing client base and build upon it.Key...
-
Financial Planner
3 days ago
Leicester, Leicester, United Kingdom IDEX Consulting Full time### Financial Planner Role Overview We are seeking an experienced Financial Planner to join our team at IDEX Consulting in a niche part of our advisor proposition. This role is in partnership with a Building Society, where you will provide whole of the market advice to customers in branches across various areas. ### Key Responsibilities * Provide whole of...
-
Financial Planner
3 days ago
Leicester, Leicester, United Kingdom IDEX Consulting Full time### Financial Planner Role Overview We are seeking an experienced Financial Planner to join our team at IDEX Consulting in a niche part of our advisor proposition. This role is in partnership with a Building Society, where you will provide whole of the market advice to customers in branches across various areas. ### Key Responsibilities * Provide whole of...
-
Financial Planning Administrator
1 month ago
Leicester, United Kingdom Pertemps Leicester Full timeJob role: Financial Planning Administrator Salary: 25k Location: Leicester 🌟 Join Our Dynamic Team as a Financial Planner Administrator! 🌟 Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Financial Planner Administrator to join our growing team! My Client is committed to providing...
-
Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Financial Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and assisting with the management of client portfolios.Key Responsibilities:Supporting Financial Planners: Provide...
-
Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Financial Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and assisting with the management of client portfolios.Key Responsibilities:Supporting Financial Planners: Provide...
-
Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Financial Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and assisting with the management of client portfolios.Key Responsibilities:Supporting Financial Planners: Provide...
-
Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Financial Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and assisting with the management of client portfolios.Key Responsibilities:Supporting Financial Planners: Provide...
-
Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Financial Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and assisting with the management of client portfolios.Key Responsibilities:Supporting Financial Planners: Provide...
-
Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Financial Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and assisting with the management of client portfolios.Key Responsibilities:Supporting Financial Planners: Provide...
-
Financial Planning Administrator
1 month ago
Leicester, United Kingdom Pertemps Leicester Full timeJob role: Financial Planning Administrator Salary: 25k Location: Leicester Join Our Dynamic Team as a Financial Planner Administrator! Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Financial Planner Administrator to join our growing team!My Client is committed to providing top-tier...
-
Financial Planning Professional
3 days ago
Leicester, Leicester, United Kingdom CleverHR Full timeTrainee Financial Planner OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will be responsible for providing high-quality financial planning advice to our clients, promoting the business, and conducting client meetings.Key Responsibilities:Obtain the...
-
Financial Planning Professional
3 days ago
Leicester, Leicester, United Kingdom CleverHR Full timeTrainee Financial Planner OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will be responsible for providing high-quality financial planning advice to our clients, promoting the business, and conducting client meetings.Key Responsibilities:Obtain the...
-
Financial Planning Assistant
4 days ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timePertemps Leicester is seeking a highly organized and detail-oriented individual to join our team as an Administrator. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in managing client portfolios, preparing for meetings, and addressing client inquiries. Your responsibilities will include: *...
-
Financial Planning Assistant
4 days ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timePertemps Leicester is seeking a highly organized and detail-oriented individual to join our team as an Administrator. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in managing client portfolios, preparing for meetings, and addressing client inquiries. Your responsibilities will include: *...
Financial Planner
4 months ago
Independent Financial Adviser
Leicester, £45,000
EMPLOYED + Bonus + Car allowance
Death in Service,
NJR Recruitment is delighted to be working with a well-established Firm of Financial Planners who are looking to expand their advising team in the Leicester area
We are looking to speak to experienced Advisors who have delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting, although those with experience within a restricted environment would also be welcomed.
The role includes generating new business as well as maintaining a small bank of provided clients, producing reports using the company templates and ensuring the company works to regulatory standards.
What we need from you:
" Previous experience providing independent advice on Whole of Market products including Pensions, Investments.
" At least hold a Level 4 diploma in Financial Services although Chartered status would be favourable
" A passion for generating new business and maintaining professional relationships
What's in it for you?
" Employed
" Competitive Basic Salary up to £60,000 depending on experience
" Competitive Bonus structures
" Full Lead Generation Support
" Flexible Benefits
" Unbelievable buy out options
" Immediate Start available
" Full Admin and Paraplanning Support
" Excellent Brand and Reputation
" Great Splits and transparent fees
If you are considering your next move as a financial adviser and want to have a confidential discussion about your options, please contact NJR Recruitment today quoting NJR13014
