Financial Planning Assistant
4 weeks ago
As 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 reports
- Compiling and submitting case packs to the Tax team and Compliance team as necessary
- Working closely with the team to identify and address any obstacles or deviations from the agreed timescales
- Supporting the Treating Customers Fairly (TCF) initiative
The ideal candidate will have demonstrable experience in an end-to-end paraplanning role and knowledge of and proficiency in research tools, ideally to include at least some of the following: Selectapension, FE Analytics, Avelo Exchange/Assureweb/Lifequote, Voyant, and Distribution Technology (Dynamic Planner).
-
Financial Planning Analyst
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJoin 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...
-
Financial Planning Assistant
1 month 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...
-
Financial Planning Assistant
3 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Trainee Paraplanner to join our team in Leicester. As a Trainee Paraplanner, you will play a crucial support role in preparing high-quality reports, research, and recommendations for clients.Key Responsibilities:Conduct research on financial products, investments, and providers.Prepare and...
-
Financial Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeLeicester 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...
-
Financial Planning Assistant
1 month 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...
-
Financial Assistant Specialist
1 month ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJob 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,...
-
Financial Planning Trainee
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Full timeAt 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...
-
Financial Planning Manager
4 weeks ago
Leicester, Leicester, United Kingdom Pratap Partnership Ltd Full timePratap 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...
-
Financial Planning Assistant Manager
4 weeks ago
Leicester, Leicester, United Kingdom Mattioli Woods Full timeMattioli 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...
-
Financial Bookkeeper
4 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeRec 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....
-
Regulated Financial Planning Professional
3 weeks ago
Leicester, Leicester, United Kingdom Mattioli Woods Full timeTrainee 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...
-
Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Triumph Consultants Limited Full timeJob 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...
-
Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Service Care Solutions Full timeIn the heart of Leicester, Service Care Solutions is currently seeking a highly skilled Financial Planning Specialist to join their dynamic team. This exciting opportunity offers a chance to work closely with finance business partners to drive financial performance and improve service efficiency.The successful Financial Planning Specialist will be...
-
Financial Planning and Analysis Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Dallas Holdings - Pret A Manger Full timeDallas Holdings - Pret A Manger is seeking a talented Financial Planning and Analysis Specialist to join our Support Centre team in the UK. As a key member of our finance team, you will be responsible for assisting with financial planning and analysis, providing insights to inform business decisions, and driving process improvements.About the RoleThis is an...
-
Financial Planning Consultant
4 weeks ago
Leicester, Leicester, United Kingdom Regional Recruitment Services Full timeWe are seeking ambitious individuals to kickstart their career in financial advice with our 12-month training initiative. This fully funded programme offers the opportunity to gain valuable financial knowledge and achieve a Level 4 Diploma in Regulated Financial Planning.This programme is designed to build confidence, gain practical advisory experience, and...
-
Financial Planning Assistant
1 month ago
Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full timeClient Review Administrator Job OpportunityAbout the CompanyNJR Recruitment Ltd is a dynamic and forward-thinking firm of Independent Financial Advisers who have achieved significant growth over the past few years.Job OverviewWe are seeking an experienced Client Review Administrator to join our team on a full-time basis. The successful candidate will provide...
-
Financial Services Officer
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeREC Financial, a thriving West Leicester-based company, invites applications for a Finance Administrator position on a full-time permanent basis. As a key member of the team, you will contribute to the company's continued growth and success by providing exceptional financial support services.Role Overview:Pursue credit control activities, ensuring timely...
-
Financial Planning Manager
3 weeks ago
Leicester, Leicester, United Kingdom Disclaimer: ANY-Web Ltd. Full timeDisclaimer: ANY-Web Ltd.About the RoleWe are seeking a skilled Management Accountant to join our Corporate Resources department. As a key member of the team, you will play a vital role in delivering accurate and timely financial information to Senior Managers.The successful candidate will have experience in local authority finance, with a strong...
-
Financial Planning Expert
4 weeks ago
Leicester, Leicester, United Kingdom PIB Insurance Brokers Full timeCompany Overview\PIB Insurance Brokers is a leading insurance brokerage firm that requires a skilled Financial Planning Expert to join its team. The company offers a dynamic and challenging work environment, with opportunities for growth and professional development.\Salary\The estimated annual salary for this position is $120,000, commensurate with...
-
Apprentice Financial Services Assistant
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeFinance Administrator Opportunity at REC FinancialWe are recruiting a Finance Administrator to join our team in West Leicester on a full-time permanent basis.As a Finance Administrator, your key responsibilities will include managing credit control and cash allocation, creating sales quotes for national accounts, and supporting the office with various...