Financial Planning Assistant

Join Rec Financial's dynamic team as a Financial Planning Analyst and contribute to the company's success. Located in Leicestershire, this role offers a challenging and rewarding experience.About the RolePrepare and analyze financial data to support business decisionsDevelop and maintain financial models and forecastsCollaborate with cross-functional teams...

About 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...

At Pertemps Leicester, we are seeking a skilled and detail-oriented Financial Planning Assistant to support our financial planning team. As a key member of the team, you will play a crucial role in preparing high-quality reports, conducting research, and providing recommendations for clients.About the Role:Report Preparation: Assist senior paraplanners and...

Leicester Financial ServicesWe are seeking a highly motivated Financial Assistant to join our dynamic team in Leicester. This is a part-time, temporary role that offers the successful candidate an excellent opportunity to gain experience in a reputable and forward-thinking company.The ideal candidate will have a good financial background and strong IT...

Key ResponsibilitiesAs a Financial Planning Assistant, you will be responsible for providing administrative support to the Financial Advisers and IFA Administrators in the delivery of high-quality financial planning services to clients.The job involves:Reviewing client information and conducting research and analysis to support the preparation of suitability...

Job 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...

Job Title: Financial Assistant SpecialistIn a dynamic and forward-thinking environment, we are seeking a highly skilled Financial Assistant to join our team in Leicester. This part-time role is perfect for an individual who excels at managing financial transactions with precision.The successful candidate will have the opportunity to work on a hybrid basis,...

**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...

About the RoleThis position offers an exciting opportunity to develop your career in financial services and work within a family-orientated business that encourages development and growth.You will be responsible for providing administrative support to two top-performing financial planners, including LOA administration and processes, valuations and...

At Pertemps, we are offering an exciting opportunity for a Financial Planning Trainee to join our dynamic and growing team in Leicester.About the Role:This role will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients. The successful candidate will gain...

Pratap Partnership Ltd, a leading manufacturer in Leicester, seeks a skilled Financial Planning Manager to drive financial excellence across their group of businesses.The successful candidate will lead the completion of month-end closures, produce management accounts, and consolidate group accounts. They will also manage accruals, prepayments and balance...

Mattioli Woods is recruiting for a Paraplanner to join our team as a Financial Planning Assistant Manager.Role Description:In this role, you will be expected to work from home with regular requirements to work from a local office.As a key member of our team, you will contribute to group-wide requirements by providing support to our consultants.Some of your...

Rec Financial Recruitment OpportunityWe are currently recruiting for a Financial Bookkeeper to join our team on a permanent hybrid basis. Based in North Leicester, this role offers an excellent opportunity for an experienced bookkeeper to contribute to the achievement of financial objectives.This is a hybrid role, allowing for a great work-life balance....

Job 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...

Job DescriptionWe are seeking a highly skilled Financial Operations Manager to join our team at Rec Financial. As an experienced Accountancy Practice Supervisor, you will be responsible for leading our daily client interactions and ensuring the smooth running of our Practice.This role is ideal for a confident and competent individual with several years'...

We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Leicester, UK. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and...

Trainee Financial Adviser RoleMattioli Woods is a leading provider of financial services, and we are currently seeking a highly motivated individual to join our team as a Trainee Financial Adviser. This is an excellent opportunity to develop your skills and knowledge in financial planning and take the first step towards a rewarding career in the industry.The...

Job Summary:We are seeking an exceptional Head of Financial Planning to lead our finance team in Leicester, United Kingdom. As a key member of the team, you will be responsible for developing and implementing financial plans, ensuring the company's financial health and compliance with regulations.Key Responsibilities:• Develop and implement comprehensive...

Job Title: Financial Planning SpecialistThe role of a Financial Planning Specialist at Triumph Consultants Limited involves delivering accurate, timely, and relevant financial information to Senior Managers. This includes financial reporting, analysis, planning, and submissions to government or partner organisations.The ideal candidate will have experience...

Are you looking for a challenging and rewarding role as a Finance Assistant? Do you have a strong financial background and excellent IT skills? We are seeking a highly motivated and organized Finance Assistant to join our team at Rec Financial.Job Overview:As a key member of our finance department, you will be responsible for managing financial transactions,...