Financial Planning Assistant

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...

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...

Role OverviewPertemps Bond is seeking a highly motivated Trainee Paraplanner to support our financial advisers in delivering exceptional client service. As a Trainee Paraplanner, you will assist with preparing financial reports, recommendations, and analysis for clients, while also researching products and financial solutions that meet clients' needs.Key...

Job Role: Trainee ParaplannerWe are seeking an ambitious individual to join our dynamic team as a Trainee Paraplanner and support our financial advisers in delivering exceptional client service. The role involves assisting with preparing financial reports, researching products, and collaborating with advisers to ensure all documentation meets regulatory...

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...

IFA Administrator Job DescriptionCleverHR is seeking a dedicated and passionate IFA Administrator to join our team.About the Role:We are looking for a candidate with an interest in Financial Services and a desire to learn and grow within the industry.Key Responsibilities:Providing administrative support to the IFA team on a range of client cases.Maintaining...

Paraplanner Role OverviewThis Paraplanner position in South Leicester offers a chance to join a local Financial Services firm.In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report...

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,...

Rec Financial is partnering with a global brand to hire an Assistant Management Accountant on a permanent basis. The role is based at an impressive office in Leicester, commutable from surrounding areas.Reporting to the Finance Manager, the role involves:Preparing monthly management accountsAnalyzing P&L variancesConducting financial analysisReporting on...

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...

Financial Planning Administrator RoleWe are seeking a detail-oriented and organized Financial Planning Administrator to support our team in delivering exceptional financial advice to our clients.Key Responsibilities:Provide administrative support to financial advisors, ensuring seamless operationsPrepare and maintain client files, documents, and...

Job Title: Financial Planning AdministratorJob Summary:We are seeking a detail-oriented Financial Planning Administrator to provide administrative support to our financial advisors and ensure seamless operations. The successful candidate will have strong organizational skills, excellent communication skills, and proficiency in Microsoft Office and financial...

Job DescriptionRole: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment are currently working with a well respected IFA Firm within Leicester. For the last 40 years, they have provided Client-Centred excellence, deeply understanding their needs, providing education around their financial matters and...

Financial Planning Administrator**Job Summary**We are seeking a detail-oriented Financial Planning Administrator to provide administrative support to our financial advisors. The successful candidate will be responsible for preparing and maintaining client files, documents, and reports, as well as coordinating client meetings and follow-ups.**Key...

Job Title: Management AccountantJob Type: Permanent, Full-TimeSalary: £35,000 - £38,000 per annumWe are seeking an experienced Management Accountant to join our team at Paul Mitchell Associates. As a Management Accountant, you will be responsible for financial planning, analysis, and reporting within the accounting department of a construction company.Key...

Rec Financial is seeking a skilled Management Accountant to join their team and support the Financial Controller in a large privately owned Leicester-based business.The role is based in an impressive office located on the edge of the city, making it easily commutable from Leicester, Leicestershire, Nottingham, and Derby.As a Management Accountant, you will...

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...