Financial Planning Assistant

About the Role: We are seeking a motivated Trainee Paraplanner to join our dynamic and growing team at Pertemps Leicester. As a Trainee Paraplanner, you will play a crucial support role within our financial planning team, assisting with preparing high-quality reports, research, and recommendations for clients.Key Responsibilities:Conduct thorough research on...

At Pertemps Leicester, we are seeking a skilled and detail-oriented Financial Planning Assistant to support our financial planning team. As a key member of the team, you will play a crucial role in preparing high-quality reports, conducting research, and providing recommendations for clients.About the Role:Report Preparation: Assist senior paraplanners and...

Job Description:Pertemps is looking for an enthusiastic Trainee Paraplanner to join its growing team in Leicester. This exciting opportunity offers a chance to develop valuable skills and expertise in financial planning while working closely with experienced professionals.About the Position:As a Trainee Paraplanner, you will be responsible for assisting...

Job Title: Financial Assistant SpecialistIn a dynamic and forward-thinking environment, we are seeking a highly skilled Financial Assistant to join our team in Leicester. This part-time role is perfect for an individual who excels at managing financial transactions with precision.The successful candidate will have the opportunity to work on a hybrid basis,...

**Job Title:** Financial Planning Trainee**Location:** Leicester, UKWe are seeking a highly motivated and detail-oriented individual to join our financial planning team as a trainee. As a paraplanner, you will play a crucial support role in assisting senior advisors with client meetings, research, and documentation.The successful candidate will have a strong...

About the RoleThis position offers an exciting opportunity to develop your career in financial services and work within a family-orientated business that encourages development and growth.You will be responsible for providing administrative support to two top-performing financial planners, including LOA administration and processes, valuations and...

Pratap Partnership Ltd, a leading manufacturer in Leicester, seeks a skilled Financial Planning Manager to drive financial excellence across their group of businesses.The successful candidate will lead the completion of month-end closures, produce management accounts, and consolidate group accounts. They will also manage accruals, prepayments and balance...

Mattioli Woods is recruiting for a Paraplanner to join our team as a Financial Planning Assistant Manager.Role Description:In this role, you will be expected to work from home with regular requirements to work from a local office.As a key member of our team, you will contribute to group-wide requirements by providing support to our consultants.Some of your...

Job Title: Financial Accountancy ProfessionalWe are seeking an experienced Financial Accountancy Professional to join Rec Financial in North Leicester. This permanent role will involve supporting all aspects of general bookkeeping within the business to contribute to the achievement of financial objectives.Key Responsibilities:Manage and maintain accurate...

Job SummaryWe are looking for a highly skilled Financial Reporting Specialist to take ownership of management accounting activities, working closely with businesses to add value and drive growth. This exciting new role will be responsible for preparing monthly management accounts, analyzing sales and business performance, and assisting with year-end tasks.

Job DescriptionWe are seeking a highly skilled Financial Operations Manager to join our team at Rec Financial. As an experienced Accountancy Practice Supervisor, you will be responsible for leading our daily client interactions and ensuring the smooth running of our Practice.This role is ideal for a confident and competent individual with several years'...

Role OverviewThis experienced Accounts Assistant role is an excellent opportunity for a skilled professional to join our small, friendly, and professional finance department.We are seeking a highly motivated individual with experience in accounts administration to work on a hybrid basis until the end of July 2025, with potential for permanence. The ideal...

The role at Rec Financial is a fantastic opportunity for individuals to develop their skills in financial analysis and accounting. As a Senior Accounting Professional, you will be responsible for performing complex tasks such as bank and balance sheet reconciliation and analysis post month end. In addition, you will have the chance to pursue an ACA, ACCA, or...

Are you looking for a challenging and rewarding role as a Finance Assistant? Do you have a strong financial background and excellent IT skills? We are seeking a highly motivated and organized Finance Assistant to join our team at Rec Financial.Job Overview:As a key member of our finance department, you will be responsible for managing financial transactions,...

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...

We are seeking ambitious individuals to kickstart their career in financial advice with our 12-month training initiative. This fully funded programme offers the opportunity to gain valuable financial knowledge and achieve a Level 4 Diploma in Regulated Financial Planning.This programme is designed to build confidence, gain practical advisory experience, and...

Job Title: Financial Planning SpecialistWe are seeking an experienced and detail-oriented individual to oversee the financial health and performance of our manufacturing operations. The ideal candidate will combine strong financial acumen with hands-on experience in finance management.The successful candidate will be responsible for managing budgets and...

About the RoleRECfinancial is recruiting a Senior Management Accountant to join its Leicester-based team.This challenging position, based in an impressive office on the city's edge, offers excellent work-life balance for those living in or around Leicester, Leicestershire, Nottingham, and Derby.The Financial Controller will oversee the successful candidate's...

Take your career to the next level as a Financial Planning Trainee at Mattioli Woods. As a comprehensive 12-month program, this opportunity will equip you with both the Level 4 Diploma in Regulated Financial Planning and hands-on advisory experience.You'll need:A proven track record of 2+ years in sales, banking, or customer serviceGenuine passion for...

**Administrative Assistant (Finance) Job Description**This is an exciting opportunity to join REC Financial as an Administrative Assistant (Finance), supporting our team with various tasks related to finance administration. As a key member of our team, you will be responsible for credit control, cash allocation management, and sales quote creation for...