Financial Planning Trainee
14 hours ago
Take your career to the next level as a Financial Planning Trainee at Mattioli Woods. As a comprehensive 12-month program, this opportunity will equip you with both the Level 4 Diploma in Regulated Financial Planning and hands-on advisory experience.
You'll need:
- A proven track record of 2+ years in sales, banking, or customer service
- Genuine passion for financial planning and client success
- Excellent interpersonal and analytical capabilities
- A valid UK driving license (manual transmission preferred)
In return, we offer:
- A complete professional qualification package (R01-R06)
- Expert-led training from seasoned financial consultants
- Professional development and industry expertise
- Practical client advisory experience
- Clear advancement opportunities
- Comprehensive benefits including pension scheme, life insurance, and team events
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Financial Planning Trainee
3 days ago
Leicester, Leicester, United Kingdom CV-Library Full time**Job Title:** Financial Planning Trainee**Location:** Leicester, UKWe are seeking a highly motivated and detail-oriented individual to join our financial planning team as a trainee. As a paraplanner, you will play a crucial support role in assisting senior advisors with client meetings, research, and documentation.The successful candidate will have a strong...
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Financial Planning Assistant
3 days ago
Leicester, Leicester, United Kingdom Pertemps Full timeAbout the Role: We are seeking a motivated Trainee Paraplanner to join our dynamic and growing team at Pertemps Leicester. As a Trainee Paraplanner, you will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients.Key Responsibilities:Conduct thorough research on...
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Financial Planning Assistant
3 days ago
Leicester, Leicester, United Kingdom Pertemps Full timeJob Description:Pertemps is looking for an enthusiastic Trainee Paraplanner to join its growing team in Leicester. This exciting opportunity offers a chance to develop valuable skills and expertise in financial planning while working closely with experienced professionals.About the Position:As a Trainee Paraplanner, you will be responsible for assisting...
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Trainee Role in Financial Services
3 days ago
Leicester, Leicester, United Kingdom CV-Library Full time**Trainee Role in Financial Services:** We are seeking a highly motivated and detail-oriented individual to join our financial planning team as a trainee. This exciting opportunity offers a unique chance to gain hands-on experience, develop valuable skills, and build a successful career.As a paraplanner trainee, you will assist senior advisors with client...
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Trainee Financial Advisor
3 days ago
Leicester, Leicester, United Kingdom Xeinadin Group Full timeAbout Our TeamXeinadin Group is a collaborative and dynamic business advisory and accountancy practice that offers a supportive work environment for its employees. We are committed to fostering growth and development within our team, providing opportunities for training and advancement.Job Description: Trainee AccountantWe are currently looking for a skilled...
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Trainee Financial Services Professional
3 days ago
Leicester, Leicester, United Kingdom Pertemps Full timeParaplanning Career Path:Pertemps invites applications from talented individuals seeking a challenging and rewarding Trainee Paraplanner role in Leicester. In this position, you will work alongside experienced professionals to deliver exceptional client service, while developing your skills and expertise in financial planning.About the Job:As a Trainee...
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Financial Planning Associate
9 hours ago
Leicester, Leicester, United Kingdom Regional Recruitment Services Careers Full timeJob DescriptionWe are seeking ambitious and driven individuals to join our 12-month Trainee Adviser Programme. This fully funded training initiative offers the opportunity to gain valuable financial knowledge and achieve a Level 4 Diploma in Regulated Financial Planning.The programme is designed to kickstart your career in financial advice, providing a...
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Financial Analyst Trainee
4 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeThe role at Rec Financial is a fantastic opportunity for individuals to develop their skills in financial analysis and accounting. As a Senior Accounting Professional, you will be responsible for performing complex tasks such as bank and balance sheet reconciliation and analysis post month end. In addition, you will have the chance to pursue an ACA, ACCA, or...
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Financial Analyst Trainee
2 weeks ago
Leicester, Leicester, United Kingdom TriMas Corporation Full timeAbout the Role: We are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our finance team at TriMas Corporation. As a key member of the team, you will be responsible for analyzing financial information, preparing accurate financial reports, and ensuring proper accounting control procedures.This is an excellent opportunity for...
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Trainee Financial Services Professional
8 hours ago
Leicester, Leicester, United Kingdom Regional Recruitment Services Careers Full timeCareer OpportunitiesAs a Trainee Financial Adviser, you will embark on a challenging yet rewarding journey to become a qualified financial adviser. This 12-month programme is specifically designed to equip you with the skills, knowledge, and expertise required to succeed in the financial services industry.The programme consists of two distinct stages:...
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Financial Analyst Trainee
9 hours ago
Leicester, Leicester, United Kingdom TriMas Corporation Full timeJob Title: Financial Analyst TraineeSalary: £25,000 - £30,000 per annum (dependent on experience)About the Company:Rieke Packaging Systems Limited is a dynamic and innovative company offering a range of packaging solutions. As a trainee accountant, you will have the opportunity to work with a small finance team to analyse financial information and prepare...
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Administrative Support Specialist
9 hours ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeWe are seeking a skilled IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners.This is a fantastic opportunity to develop your career in financial planning and work with a dynamic and growth-oriented firm.As a successful applicant, you will possess industry-related experience and/or be studying towards relevant qualifications.Key...
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Audit and Financial Reporting Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeCompany OverviewRECfinancial is partnering with a reputable Leicester-based practice to recruit an experienced Audit Senior. This multi-site practice has an enviable reputation and is looking to continue their growth by supporting a wide client base.SalaryThe estimated salary for this role is £45,000 - £60,000 per annum, depending on experience.Job...
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Leicester, Leicester, United Kingdom Next Full timeCompany OverviewNext PLC, a FTSE 100 company and leader in the retail industry, is seeking ambitious students to join our Finance University Placement Programme. This programme offers an exciting opportunity to develop skills, gain hands-on experience, and kickstart a career in finance.Salary & BenefitsThe estimated annual salary for this role is £25,000 -...
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Financial Planning Compliance Specialist
9 hours ago
Leicester, Leicester, United Kingdom CV-Library Full timeWe are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands.Job OverviewThis is an employed desk-based role, providing Training and Competence supervision and assisting the Senior Compliance Manager for a medium-sized, friendly Independent Financial Services company based in the Leicester area.About...
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Financial Accountancy Professional
3 days ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJob Title: Financial Accountancy ProfessionalWe are seeking an experienced Financial Accountancy Professional to join Rec Financial in North Leicester. This permanent role will involve supporting all aspects of general bookkeeping within the business to contribute to the achievement of financial objectives.Key Responsibilities:Manage and maintain accurate...
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Trainee Consultant Position
14 hours ago
Leicester, Leicester, United Kingdom Mattioli Woods Full timeSpearhead your career growth as a Trainee Consultant with Mattioli Woods. This fully-funded 12-month program offers a unique blend of theoretical knowledge and practical skills, empowering you to excel in the field of financial planning.Key requirements include:At least 2 years of experience in sales, banking, or customer-facing rolesA strong interest in...
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Trainee Paraplanning Professional
3 days ago
Leicester, Leicester, United Kingdom Pertemps Full timeJob Description: As a Trainee Paraplanner at Pertemps Leicester, you will be responsible for providing administrative support to our financial planning team, including preparing reports, conducting research, and developing recommendations for clients. This is an exciting opportunity to gain invaluable hands-on experience and training in a dynamic and...
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Trainee Adviser Opportunity
3 days ago
Leicester, Leicester, United Kingdom CV-Library Full timeLaunch Your Career in Financial PlanningWe are seeking ambitious individuals to join our Trainee Adviser Programme, a fully funded training initiative that provides valuable financial knowledge and the Level 4 Diploma in Regulated Financial Planning.The programme is designed to support your career growth in financial advice, providing a supportive...
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Leicester, Leicester, United Kingdom CV-Library Full timeJoin Our Team: As a Trainee Paraplanner and IFA Administrator, you will play a vital role in our team, supporting the development of our clients' financial plans. This is an excellent opportunity to learn from experienced professionals and build a successful career in financial services.Key Responsibilities: Administer LOA processes.Conduct valuations and...