Current jobs related to Financial Planning Assistant - Leicester, Leicester - CleverHR

  • Financial Planning Assistant

    1 week ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Financial Planning AssistantAt Pertemps Bond, we are seeking a skilled Financial Planning Assistant to support our financial advisers in delivering exceptional client service. As a key member of our team, you will assist with preparing financial reports, recommendations, and analysis for clients. Your strong attention to detail and excellent communication...

  • Financial Planning Assistant

    3 weeks ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Financial Planning AssistantWe are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our dynamic team at Pertemps Bond. As a Financial Planning Assistant, you will play a crucial role in supporting our financial advisers in delivering exceptional client service.Key Responsibilities:Assist with preparing financial reports,...

  • Financial Planning Assistant

    3 weeks ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Financial Planning AssistantWe are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our dynamic team at Pertemps Bond. As a Financial Planning Assistant, you will play a crucial role in supporting our financial advisers in delivering exceptional client service.Key Responsibilities:Assist with preparing financial reports,...

  • Financial Planning Assistant

    2 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    We are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide administrative support to our financial planning team, ensuring the smooth operation of client cases.Key responsibilities include:Maintaining accurate and up-to-date records of client information and...

  • Financial Planning Assistant

    2 weeks ago

    Leicester, Leicester, United Kingdom Medlock Partners Full time

    Job Title: Financial Planning AssistantJob Summary: We are seeking a talented Financial Planning Assistant to join our team at Medlock Partners. As a Financial Planning Assistant, you will provide administrative support to our top-performing Financial Planners, ensuring the smooth operation of our financial planning services.Key Responsibilities:Process new...

  • Financial Planning Assistant

    2 months ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Financial Planning Assistant **About the Role** We are seeking a dedicated and passionate individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide support to the administration team on a range of different client cases. **Key Responsibilities** * Meeting and greeting visitors * Maintaining accurate and...

  • Financial Planning Assistant

    2 months ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Financial Planning Assistant **About the Role** We are seeking a dedicated and passionate individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide support to the administration team on a range of different client cases. **Key Responsibilities** * Meeting and greeting visitors * Maintaining accurate and...

  • Financial Planning Assistant

    2 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Financial Planning AssistantCleverHR is seeking a dedicated and passionate Financial Planning Assistant to join our team. As a key member of our administration team, you will provide support on a range of client cases, ensuring accurate and up-to-date records of client information and financial plans.Key Responsibilities:Meet and greet visitors, maintaining...

  • Financial Planning Assistant

    1 month ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Financial Planning AssistantCleverHR is seeking a dedicated and passionate Financial Planning Assistant to join our team. As a key member of our administration team, you will provide support on a range of client cases, ensuring accurate and up-to-date records of client information and financial plans.Key Responsibilities:Meet and greet visitors, maintaining...

  • Financial Planning Assistant

    1 month ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    Financial Planning AssistantCleverHR is seeking a dedicated and passionate Financial Planning Assistant to join our team. As a key member of our administration team, you will provide support on a range of client cases, ensuring accurate and up-to-date records of client information and financial plans.Key Responsibilities:Meet and greet visitors, maintaining...

  • Financial Planning Assistant

    3 weeks ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Financial Planning Trainee OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Financial Planning Trainee. As a Trainee Paraplanner, you will assist our financial advisers in delivering exceptional client service and support the preparation of financial reports, recommendations, and analysis.Key Responsibilities:Assist...

  • Financial Planning Assistant

    3 weeks ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Financial Planning Trainee OpportunityWe are seeking a motivated and detail-oriented individual to join our team as a Financial Planning Trainee. As a Trainee Paraplanner, you will assist our financial advisers in delivering exceptional client service and support the preparation of financial reports, recommendations, and analysis.Key Responsibilities:Assist...

  • Financial Planning Assistant

    1 month ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Job Title: AdministratorAt Pertemps Bond, we are seeking a highly organized and detail-oriented Administrator to join our dynamic team. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our financial services.Key Responsibilities:Client Support: Assist...

  • Financial Planning Assistant

    1 month ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Job Title: AdministratorAt Pertemps Bond, we are seeking a highly organized and detail-oriented Administrator to join our dynamic team. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our financial services.Key Responsibilities:Client Support: Assist...

  • Financial Planning Assistant

    3 weeks ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Financial Services Career Opportunity **Job Role:** Trainee Paraplanner **About the Role:** We are seeking an ambitious Trainee Paraplanner to join our dynamic team at Pertemps Bond. As a Trainee Paraplanner, you will support our financial advisers in delivering exceptional client service and assist with preparing financial reports, recommendations, and...

  • Financial Planning Assistant

    3 weeks ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Financial Services Career Opportunity **Job Role:** Trainee Paraplanner **About the Role:** We are seeking an ambitious Trainee Paraplanner to join our dynamic team at Pertemps Bond. As a Trainee Paraplanner, you will support our financial advisers in delivering exceptional client service and assist with preparing financial reports, recommendations, and...

  • Financial Manager

    2 weeks ago

    Leicester, Leicester, United Kingdom Rec Financial Full time

    Finance Manager Job OpportunityRec Financial is partnering with a North Leicestershire-based business to find a skilled Finance Manager to join their team.The role will be based at the company's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la...

  • Financial Planning Assistant

    1 month ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Job Role: AdministratorSalary: £25,000Location: LeicesterAbout the RoleWe are seeking a highly organized and detail-oriented Administrator to join our team at Pertemps Bond. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our client services.Key...

  • Financial Planning Assistant

    1 month ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Job Role: AdministratorSalary: £25,000Location: LeicesterAbout the RoleWe are seeking a highly organized and detail-oriented Administrator to join our team at Pertemps Bond. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our client services.Key...

  • Financial Planning Assistant

    1 month ago

    Leicester, Leicester, United Kingdom Pertemps Bond Full time

    Job Role: AdministratorSalary: 25kLocation: LeicesterAbout UsPertemps Bond is committed to providing top-tier financial advice and personalized service to our clients. We believe in building long-term relationships based on trust, integrity, and outstanding results.Our team of experienced professionals is dedicated to guiding clients toward financial...

Financial Planning Assistant

2 months ago

Leicester, Leicester, United Kingdom CleverHR Full time

About CleverHR

CleverHR is a leading provider of financial services to private and corporate clients, offering a comprehensive range of solutions in Financial Planning and Wealth Management.

Job Summary

We are seeking a dedicated and passionate IFA Administrator to join our administration team. As an IFA Administrator, you will provide support on a range of client cases, ensuring accurate and up-to-date records of client information and financial plans.

Key Responsibilities

  • Client Support
    • Meet and greet visitors, ensuring a warm and welcoming experience.
    • Maintain accurate and up-to-date records of client information and financial plans, adhering to data security and confidentiality standards.
  • Administrative Tasks
    • Assist with special projects as needed, demonstrating flexibility and adaptability.
    • Perform general administration duties, including mail merges, scanning, collating annual review packs, and key documentation.
  • Requirements
    • Proficiency in using basic computer software, including MS Office and Outlook.
    • A desire to build a career in financial services, with a commitment to ongoing learning and development.
    • A strong commitment to maintaining confidentiality and data security.

What We Offer

  • A competitive salary and benefits package, including 25 days holiday.