Financial Planning Assistant

North Oak Recruitment are currently seeking an experienced Senior Financial Planning Assistant to join their team based in South Leicestershire.This exciting opportunity has been created due to the company's growth and expansion, offering a chance for an ambitious individual to take on new challenges and responsibilities.The ideal candidate will have...

**Independent Financial Adviser - Rutland** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy...

Job SummaryWe are seeking a highly experienced Senior Financial Strategist to join our team at Eastern Shires Purchasing Organisation (ESPO) and Leicestershire County Council's (LCC) Traded Services.The successful candidate will have significant experience in a senior finance role, with expertise in financial strategy, planning and management. They will be...

About the Company - We are excited to offer a position at a reputable financial advice firm in the South East of England. This company is part of a national, fully independent Financial Advice firm, but each office remains its own individual entity.About the Role - As a Financial Planning Administrator, you will work alongside a small but supportive team of...

We are seeking an experienced Management Accountant to join our close-knit finance team, reporting directly to the Finance Director. This role offers a blend of daily financial operations and strategic planning responsibilities, making it ideal for a proactive professional who thrives in a collaborative setting.Key ResponsibilitiesLead the preparation of...

About the CompanyRecruit UK | Certified B Corp™ is a leading firm that connects talented professionals with top firms.About the RoleAs a Financial Planning Coordinator, you will work alongside a small team of Financial Planning professionals, helping them manage high net worth clients and foster new relationships. Your responsibilities will include...

About Recruit UK | Certified B Corp - We are excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in the South East Leicestershire area, working with a national, fully independent Financial Advice firm.About the Role - Work with a small, supportive team of Financial Planning professionals, helping them...

Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

About the RoleThis is a fantastic opportunity to join a market-leading business in their FP&A and Investor Relations team as a Senior Financial Planning Analyst. You'll take ownership of financial planning, forecasting, and reporting, delivering critical insights that drive strategic decisions and shape external communications.Key Responsibilities:Lead the...

Administrative AssistantLocation - LeicesterSalary - Up to £30,000 (DoE)Hours - Full time / In Office Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The...

**Location**: Leicestershire **Salary**: £27,000 - £30,000 **Position**: Permanent An exciting opportunity has arisen for a Financial Accounts Assistant to join a growing company in Loughborough. Working in a busy finance team, this is a great opportunity for someone who enjoys a varied role and is keen to more monthly financial accounting. Reporting into...

Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

Sales and Marketing Manager (Financial Planners)Leicestershire BasedSalary up to £60,000 + OTEDeath in ServiceSocial Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire area. Our Client have grown...

Job Description Sales and Marketing Manager (Financial Planners) Leicestershire Based Salary up to £60,000 + OTE Death in Service Social Events Exam Funding Bonus Scheme Free on site paring and Onsight Gym We are proud to be representing a credible and highly successful Firm of Independent Financial Planners who are based in the Leicestershire...

Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

About Our Trainee ProgrammeWe're committed to developing the next generation of construction professionals at Galliford Try. Our award-winning Trainee Programme is designed to provide a valuable, hands-on experience where you'll develop your technical skills, meet new people, and gain an academic qualification.As a Construction Planning Assistant, you'll...

Main responsibilities include overseeing the management and coordination of various financial projects, prioritizing tasks to ensure timely completion. Key areas include coordinating with cross-functional teams, tracking progress, and identifying potential risks.Financial Planning: Develop and implement comprehensive financial plans to meet business...