Financial Planner

We are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting Ltd. As a Senior Financial Planner, you will be responsible for providing expert financial planning services to high-net-worth clients, including business owners and individuals.The ideal candidate will have a strong background in financial planning, excellent...

About the RoleWe 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 provided with a comprehensive training program to develop your knowledge, skills, and abilities in providing high-quality financial advice and outcomes for clients.Key ResponsibilitiesDevelop...

We are seeking an experienced Administrator to join our team of Financial Planners. The successful candidate will have a strong background in administering Pensions & Investments and will be able to demonstrate a high level of customer service.Key ResponsibilitiesProcess new business, client valuations, and illustrations.Obtain current fund values for...

We are seeking an experienced Administrator to join our client's thriving team of Independent Financial Planners. The successful candidate will have a strong background in administering Pensions & Investments and will be able to demonstrate a high level of customer service.Key ResponsibilitiesProcess new business, client valuations, and illustrationsObtain...

Job Role: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Administrator. As a key member of our team, you will be responsible for providing administrative support to our financial planners, ensuring the smooth operation of our financial planning processes.Key...

Pertemps Bond is committed to delivering exceptional 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 success, and we're seeking a skilled Administrator to join our...

About the RoleMedlock Partners Ltd is seeking an experienced Financial Planning Administrator to join their dynamic team. As a key member of the team, you will be responsible for providing administrative support to the Financial Planners and Paraplanners.Key ResponsibilitiesProvide administrative support to the Financial Planners and Paraplanners, including...

Trainee Financial Planner, Leicestershire£29,000 - £29,000 dependent on knowledge, experience, qualificationsAbout the CompanyCleverHR is a highly respected Financial Planning business with significant growth, responsible for over £1 billion of client assets.We strive to recruit, develop, and retain individuals who share our vision and values, wishing to...

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...

We are seeking a highly experienced Financial Administrator to join our client's thriving team. As an industry expert, you will provide administrative support to Financial Planners, ensuring exceptional customer service and regulatory compliance.Key ResponsibilitiesProcess new business, client valuations, and illustrations with precision and attention to...

We are seeking a highly skilled and experienced Financial Administrator to join our Client Management team. As a key member of the team, you will be responsible for providing administrative support to our Financial Planners, ensuring that customer service is of the highest standard and regulatory requirements are met.Key Responsibilities:Process new...

Job Summary: We are seeking a talented IFA Administrator/Trainee Paraplanner to join our team at Medlock Partners. As a key member of our financial planning team, you will provide administrative support to our top-performing financial planners and assist with valuations, illustrations, and letter writing. This is an excellent opportunity to develop your...

Business Development ManagerThis is an exciting opportunity to join our team at CleverHR as a Business Development Manager. As part of our SIPP Pensions Team, you will be responsible for managing and administering a portfolio of clients, as well as providing technical support to our Financial Planner.Our company has a strong reputation in the Wealth...

About the RoleWe are seeking a highly organized and detail-oriented SSAS Administration Specialist to join our team at CleverHR. As a key member of our Wealth Management team, you will be responsible for providing exceptional administration services to our clients, ensuring the smooth operation of their Small Self-Administered Scheme (SSAS) arrangements.Key...

Job DescriptionNJR Recruitment are currently representing a Firm of Independent Financial Planners who are based in the Leicester area, and who now require an ambitious and talented Compliance Officer to join their dynamic and growing business.Our Client works out of a modern, state-of-the-art building and prides themselves on maintaining a family-friendly...

At CleverHR, we are seeking an Investment Performance Lead to join our team. This role is a fantastic opportunity for a skilled professional to take on a challenging and rewarding position.Key Responsibilities:Provide exceptional administration services to a portfolio of Investment clients, including individuals, Self-Invested Pension Schemes, Companies,...

Job Title: Ifa AdministratorJob Summary:We are seeking an experienced Administrator to join our team at NJR Recruitment Ltd. The successful candidate will provide administrative support to our Financial Planners, ensuring that customer service is of the highest standard and regulatory requirements are met.Key Responsibilities:Process new business, client...

Job Title: Project Coordinator for Shopfitting SectorJob Summary: We are seeking a skilled Project Coordinator to support our shopfitting division.Key Responsibilities:* Provide an end-to-end project management service for clients* Deliver and maintain agreed project, technical and financial targets - on budget and on time* Conduct site surveys* Prepare...

Job Title: IFA Administrator/ Trainee ParaplannerJob Summary: We are seeking a talented IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners. As a key member of our team, you will be responsible for providing administrative support to our top-performing Financial Planners.Key Responsibilities:Process new business applications and...

Job Summary:We are seeking an experienced Administrator to join our client's thriving team. As an industry-experienced professional, you will provide administrative support to the Financial Planners, ensuring customer service is of the highest standard and regulatory requirements are met.Key Responsibilities: Process new business, client valuations, and...