Financial Planning Assistant

Job Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Bond is seeking a highly organized and detail-oriented Financial Planning Coordinator to support our team of experienced financial planners.Key Responsibilities:Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and...

Job Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Bond is seeking a highly organized and detail-oriented Financial Planning Coordinator to support our team of experienced financial planners.Key Responsibilities:Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and...

Position: Financial Planning AdministratorSalary: £25,000Location: LeicesterAbout Pertemps Bond:At Pertemps Bond, we are dedicated to delivering exceptional financial guidance and personalized services to our clients. Our mission is to foster enduring relationships grounded in trust, integrity, and remarkable outcomes. We are in search of a Financial...

Job Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Leicester is seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team!We are a dynamic and growing company committed to providing top-tier financial advice and personalized service to our clients. Our team of experienced professionals...

Job Role: Financial Planning CoordinatorSalary: CompetitiveLocation: LeicesterPertemps Leicester is seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team!We are a dynamic and growing company committed to providing top-tier financial advice and personalized service to our clients. Our team of experienced professionals...

Position: Financial Planning AdministratorSalary: £25,000Location: LeicesterAbout Pertemps Bond:Pertemps Bond is dedicated to delivering exceptional financial guidance and tailored services to our clientele. We prioritize establishing enduring relationships grounded in trust, integrity, and remarkable outcomes. Our team of seasoned experts is focused on...

Position: Financial Planning AdministratorSalary: £25,000Location: LeicesterAbout Pertemps Bond:Pertemps Bond is dedicated to delivering exceptional financial guidance and personalized services to our clients. We pride ourselves on fostering enduring relationships built on trust, integrity, and outstanding outcomes. Our team of seasoned professionals is...

Job Title: Financial Planning SpecialistArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Specialist to join their team in Leicester. As a Financial Planning Specialist, you will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients.Key Responsibilities:Provide technical...

Job Title: Financial Planning SpecialistArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Specialist to join their team in Leicester. As a Financial Planning Specialist, you will be responsible for delivering top-quality holistic financial planning advice to a portfolio of retail clients.Key Responsibilities:Provide technical...

Job OverviewAbout NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services placements. We are proud to partner with a well-established Independent Financial Advisers, who have achieved consistent year-on-year growth.Job DescriptionKey Responsibilities:Provide administrative support to the financial planning team,...

Job OverviewAbout NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in financial services placements. We are proud to partner with a well-established Independent Financial Advisers, who have achieved consistent year-on-year growth.Job DescriptionKey Responsibilities:Provide administrative support to the financial planning team,...

Trainee Financial Planner, Leicestershire£29,000 - £29,000 dependent on knowledge, experience, qualificationsAbout the CompanyCleverHR is proud to partner with a highly respected Financial Planning business that has achieved significant growth, with over £1 billion of client assets under management.They strive to recruit, develop, and retain individuals...

Trainee Financial Planner, Leicestershire£29,000 - £29,000 dependent on knowledge, experience, qualificationsAbout the CompanyCleverHR is proud to partner with a highly respected Financial Planning business that has achieved significant growth, with over £1 billion of client assets under management.They strive to recruit, develop, and retain individuals...

About the RoleWe are seeking a highly motivated and organized Financial Planning Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning operations.Key ResponsibilitiesManage new client input into our client databaseCreate new client packs and...

About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Support Associate to join our team at Forvis Mazars. As a key member of our support team, you will play a critical role in ensuring the smooth operation of our financial planning services.Key ResponsibilitiesClient Support: Provide exceptional support to our financial...

About the RoleWe are seeking a highly organized and detail-oriented Financial Planning Support Associate to join our team at Forvis Mazars. As a key member of our support team, you will play a critical role in ensuring the smooth operation of our financial planning services.Key ResponsibilitiesClient Support: Provide exceptional support to our financial...

Job Summary:We are seeking a highly skilled Financial Planning Specialist to join our team at Robert Walters Group - Public Sector Division. As a key member of our Finance Business Partner Team, you will play a critical role in developing and improving the provision of financial advice, analysis, and information to support effective strategic decision-making...

Job Title: Financial Planning SpecialistCompany: Robert Walters GroupJob Type: PermanentLocation: FlexibleSalary: £46,000 to £50,000 per annum (pending pay review) - exceptional pensionJob Description:Role Overview:The Financial Planning Specialist will be responsible for developing and improving the provision of financial advice, analysis, and information...

Job Title: Financial Planning SpecialistCompany: Robert Walters GroupJob Type: PermanentLocation: FlexibleSalary: £46,000 to £50,000 per annum (pending pay review) - exceptional pensionJob Description:Role Overview:The Financial Planning Specialist will be responsible for developing and improving the provision of financial advice, analysis, and information...

Job Title: Financial Planning SpecialistCompany: Robert Walters GroupJob Type: PermanentLocation: Remote (with occasional travel)Salary: £46,000 to £50,000 per annum (pending pay review)Industry: Public SectorJob Description:Role Overview:The Financial Planning Specialist will play a key role in developing and improving the provision of financial advice,...