Current jobs related to Financial Planning Specialist - Leicester, Leicester - CleverHR
-
Financial Planning Specialist
2 months ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planning SpecialistArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Specialist to join their team in Leicester. As a Financial Planning Specialist, you will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients.Key Responsibilities:Provide technical...
-
Financial Planning Specialist
2 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Planning Specialist to advise clients on their financial needs and objectives. The successful candidate will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2...
-
Financial Planning Specialist
3 weeks 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:Provide...
-
Financial Planning Specialist
3 weeks 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:Provide...
-
Financial Planning Specialist
1 month 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:Provide...
-
Financial Planning Specialist
1 month ago
Leicester, Leicester, United Kingdom CleverHR Full timeTrainee Financial Planner, Leicestershire£29,000 - £29,000 dependent on knowledge, experience, qualificationsAbout CleverHRCleverHR is a highly respected Financial Planning business who have achieved significant growth, they are now responsible for more than £1bn of client assets.We strive to recruit, develop, and retain individuals who share our vision...
-
Financial Planning Specialist
1 month ago
Leicester, Leicester, United Kingdom CleverHR Full timeTrainee Financial Planner, Leicestershire£29,000 - £29,000 dependent on knowledge, experience, qualificationsAbout CleverHRCleverHR is a highly respected Financial Planning business who have achieved significant growth, they are now responsible for more than £1bn of client assets.We strive to recruit, develop, and retain individuals who share our vision...
-
Financial Planning Specialist
2 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team in Leicester. The ideal candidate will have experience in private client advisory and be able to work with a bank of recurring income clients to address their financial planning needs.Key Responsibilities:Maintain and develop client relationships,...
-
Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Specialist
1 month ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Specialist
1 month ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Specialist
1 month ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial goals are met.Key Responsibilities:Provide expert technical and investment advice to...
-
Financial Planning Specialist
1 month ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...
-
Financial Planning Assistant
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob 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 Specialist
1 month 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 Manager
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeFinance 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 Manager
1 month ago
Leicester, Leicester, United Kingdom Rec Financial Full timeFinance 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 Specialist
2 months ago
£29,000 - £29,000 dependent on knowledge, experience, qualifications
About the Company
CleverHR is proud to partner with a highly respected Financial Planning business that has achieved significant growth, with over £1 billion of client assets under management.
They strive to recruit, develop, and retain individuals who share their vision and values, who wish to develop themselves and further their career in the Financial Services industry.
- You will be authorized to provide financial advice in respect of all products/business areas.
- Ensure you comply with legal, financial services, data protection, and pension legislation.
- Undertake a training program and additional developmental activities, as discussed, and agreed.
As a trainee financial planner, you will be provided with a full training plan to support your development of the knowledge, skills, and abilities required to provide high-quality advice and outcomes for clients, promote the business, conduct client meetings, dictate accurate high-level meeting notes, and ensure all undertakings adhere to relevant FCA rules and regulations.
The role focuses on client communication, providing high-quality financial planning to the firm's clients based on individual needs, applying technical knowledge in specialist areas such as SIPP, SSAS, and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by the teams of account executives and typists who prepare all meeting notes for the client.
In all cases, obtain the required information to enable a full analysis of the clients' needs;Ensure the completion of meeting action points as supported by other departments - typists will prepare dictated meeting notes for checking and all letters and reports, as well as copy typing.Business Promotion- Explore opportunities and develop appropriate business relationships within a targeted geographical region.
- Always operate within the Rules of the FCA as documented in the firm's Performance Measures/Standards and Compliance Procedures.
Qualifications:
Qualified level 4, diploma in Financial Planning or working towards it.
Experience of servicing high net worth clients.