Financial Planning Specialist
4 weeks ago
Artemis Recruitment Consultants Ltd is seeking a Financial Planning Specialist to advise clients on their financial needs and objectives. The successful candidate will be responsible for delivering high-quality financial planning advice to a portfolio of retail clients.
The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience in a Financial Adviser capacity. They will also have a strong understanding of pensions and wealth management planning solutions.
The role will involve:
- Providing technical and investment advice to clients.
- Building and maintaining long-term client relationships.
- Conducting research and data analysis for clients and special projects.
- Staying up-to-date with relevant regulations and legislation.
- Complying with the Financial Conduct Authority (FCA) regulations.
The successful candidate will be a strong communicator with excellent interpersonal skills. They will be able to work independently and as part of a team to deliver high-quality results.
-
Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to join their team in Leicester. The ideal candidate will have experience in private client advisory and be able to work with a bank of recurring income clients to address their financial planning needs.Key Responsibilities:Maintain and develop client relationships,...
-
Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob 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 Professional
4 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeTrainee 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...
-
Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Paul Mitchell Associates Full timeJob 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...
-
Financial Planning Support Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full timeParaplanning 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...
-
Senior Financial Planning Specialist
10 hours ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time{"h1":{"text":"Financial Adviser - Leicester"}},Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. The successful candidate will be responsible for delivering high-quality, holistic financial planning advice to a portfolio of retail clients.,Main Responsibilities:,Provide technical and investment...
-
Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeWe 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,...
-
Financial Planning Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom https:www.energyjobline.comsitemap Full timeJob 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,...
-
Financial Planning Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timePertemps 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 Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timeFinancial 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...
-
Financial Planning Manager
1 month ago
Leicester, Leicester, United Kingdom beBee Professionals Full time £45,000 - £65,000We 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...
-
Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom SF Recruitment Full timeCommercial Finance Manager Leicester Permanent £55,000 - £65,000 + Bonus SF Recruitment are delighted to be working with a market-leading PE Backed business in Leicester, recruiting for a Strategic Finance Lead. As the Strategic Finance Lead, you will have strong business acumen with a strategic mindset focused on project success, and be able to work in a...
-
Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeWe 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...
-
Financial Planning Expert
4 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Expert to join their team in Leicester. The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2 years' experience in a Financial Adviser capacity.The successful candidate will be responsible for delivering top-quality holistic financial planning...
-
Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeFinancial Planning AssistantAt Pertemps Bond, we are seeking a skilled Financial Planning Assistant to support our financial advisers in delivering exceptional client service. As a key member of our team, you will assist with preparing financial reports, recommendations, and analysis for clients. Your strong attention to detail and excellent communication...
-
Financial Planning Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timeJob 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 Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Premier Jobs UK Full timeParaplanner 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...
-
Financial Planning Expert
4 weeks ago
Leicester, Leicester, United Kingdom RECfinancial Full timeJob DescriptionRECfinancial is seeking a highly skilled Financial Planning Expert to join their team.This exciting role will involve working closely with the Financial Controller to lead the firm's budgeting and forecasting processes.The ideal candidate will have excellent analytical and problem-solving skills, with the ability to communicate complex...
-
Financial Planning Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeFinancial 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...
-
Financial Planning Coordinator
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Network Group Full timeJob 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...