Financial Planning Specialist

Artemis 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...

Artemis 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,...

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...

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...

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

Finance 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 firm's head office, which is easily commutable from Leicester, Leicestershire, Loughborough, Coalville, Castle Donington, Ashby de la Zouch, Nottingham, and Derby.Reporting to...

Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Adviser to join their team in Leicester. This is a home/office/hybrid based role, working with an existing bank of recurring income clients and addressing their financial planning needs. Key responsibilities include maintaining and developing client relations, maximizing their potential,...

Paraplanning RoleThis role provides the opportunity to support a team of Financial Advisors who offer financial planning advice to clients. Key responsibilities include undertaking full financial planning research and report writing on behalf of the Financial Advisors. This will involve analyzing data and providing comprehensive reports to inform client...

Senior Independent Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Independent Financial Adviser to join our team at IDEX Consulting Ltd.As a Senior Independent Financial Adviser, you will be responsible for providing expert financial planning and advice to high-net-worth individuals and business owners.Key...

We are seeking a talented Financial Planning Assistant to join our team at Medlock Partners. As a leading recruitment specialist in the Northwest of England, we pride ourselves on our family culture and commitment to employee development.The ideal candidate will have industry-related experience and be working towards or have completed industry-related exams,...

Job Role: Financial Planning AdministratorSalary: 25kLocation: LeicesterFinancial Planning Administrator OpportunityWe are seeking a detail-oriented and organized individual to support our financial planning team. The successful candidate will be responsible for preparing, reviewing, and processing financial planning documents, maintaining client records,...

Pertemps Leicester - Financial Planning Administrator RoleAre you a detail-oriented and organized individual with a passion for supporting financial planning excellence? We are seeking a Financial Planning Administrator to join our dynamic team.Key Responsibilities:Prepare, review, and process financial planning documents, ensuring accuracy and compliance...

Financial Planning CoordinatorAre you detail-oriented with a passion for finance and client service? We're looking for a motivated Financial Planning Coordinator to support our team in delivering exceptional financial advice to our clients.As a Financial Planning Coordinator, you will provide administrative support to financial advisors, ensuring seamless...

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...

Commercial Finance Manager Leicester Permanent £55,000 - £65,000 + Bonus SF Recruitment are delighted to be working with a market-leading PE Backed business in Leicester, recruiting for a Strategic Finance Lead. As the Strategic Finance Lead, you will have strong business acumen with a strategic mindset focused on project success, and be able to work in a...

Financial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial well-being and goals are met.The ideal candidate will have a Level 4 Diploma in...

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide administrative support to our financial planning team, ensuring the smooth operation of client cases.Key responsibilities include:Maintaining accurate and up-to-date records of client information and...

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Expert to join their team in Leicester. The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience in a Financial Adviser capacity.The successful candidate will be responsible for delivering top-quality holistic financial planning...

Financial Planning AssistantAt Pertemps Bond, we are seeking a skilled Financial Planning Assistant to support our financial advisers in delivering exceptional client service. As a key member of our team, you will assist with preparing financial reports, recommendations, and analysis for clients. Your strong attention to detail and excellent communication...

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...