Financial Planning Support Professional

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...

We are seeking a highly skilled Financial Services Professional to join our team at Blusource Professional Services Ltd. As a Practice Accountant, you will be responsible for managing a client portfolio, reviewing and reporting, undertaking client visits, and providing positive interaction with customers.Key responsibilities include:Supporting clients,...

Job Role OverviewWe are seeking a skilled Financial Services Professional to join our team at Blusource Professional Services. As a Practice Accountant, you will be responsible for managing a client portfolio, delivering accounts, tax, and statutory services, and providing bespoke support and advice to ambitious business owners.Key ResponsibilitiesSupport...

Job DescriptionWe are seeking a highly skilled Financial Services Professional to join our team at Blusource Professional Services Ltd.The ideal candidate will have experience in accountancy and auditing, with a strong understanding of financial regulations and compliance.This is an excellent opportunity for a Semi-Senior to Senior Accountant or Audit...

We are seeking a highly skilled Financial Services Professional to join our team at Blusource Professional Services in Leicester. The ideal candidate will have experience in accounting and auditing, with a strong portfolio of clients and a willingness to work in a dynamic environment.The role can be tailored to suit the successful applicant, with salary...

Accounts Senior RoleWe are seeking an experienced Accounts Senior to join our team in Derby. As an Accounts Senior, you will be responsible for providing support with year-end accounts preparation and management accounts.Your Key Responsibilities:Compile an account working file and draft financial statements.Prepare draft tax computations and, for companies,...

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...

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...

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...

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...

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...

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...

Rec Financial is seeking a highly skilled Management Accountant to join their team in Leicester. The successful candidate will be responsible for preparing monthly management accounts for three business units, analyzing sales and business performance, and working closely with the Financial Controller to add value and drive growth.The ideal candidate will...

Finance Manager Role OverviewWe are working with a global supply chain solutions company that is connecting people, products, and providers around the world. Their success is driven by the talent and dedication of their employees, and believing in empowering their diverse, global team to co-create value with their customers.As a Finance Manager, you will be...

We are seeking a highly skilled Audit and Accounts professional to join our team at Blusource Professional Services Ltd. The successful candidate will be responsible for preparing and reviewing financial statements, as well as providing advisory services to clients.The ideal candidate will have a strong background in accountancy and a proven track record of...

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...

A leading accountancy firm, Blusource Professional Services Ltd, is seeking a skilled Financial Services Manager to oversee the delivery of accounts, tax, and statutory services. The role will involve managing a portfolio of clients, reviewing and reporting, undertaking client visits, and providing bespoke support and advice to ambitious business owners.Key...

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...

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...