Financial Planning Specialist

2 weeks ago


Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

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:

  1. Providing technical and investment advice to clients.
  2. Building and maintaining long-term client relationships.
  3. Conducting research and data analysis for clients and special projects.
  4. Staying up-to-date with relevant regulations and legislation.
  5. 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.



  • Leicester, Leicester, United Kingdom CleverHR Full time

    Trainee Financial Planner OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will be responsible for providing high-quality financial planning advice to our clients, promoting the business, and conducting client meetings.Key Responsibilities:Provide...


  • Leicester, Leicester, United Kingdom CleverHR Full time

    Trainee Financial Planner OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will be responsible for providing high-quality financial planning advice to our clients, promoting the business, and conducting client meetings.Key Responsibilities:Provide...


  • Leicester, Leicester, United Kingdom CleverHR Full time

    Trainee Financial Planner, Leicestershire£29,000 - £29,000 dependent on knowledge, experience, qualificationsAbout CleverHRCleverHR is a highly respected Financial Planning business who have achieved significant growth, they are now responsible for more than £1bn of client assets.We strive to recruit, develop, and retain individuals who share our vision...


  • Leicester, Leicester, United Kingdom CleverHR Full time

    Trainee Financial Planner, Leicestershire£29,000 - £29,000 dependent on knowledge, experience, qualificationsAbout CleverHRCleverHR is a highly respected Financial Planning business who have achieved significant growth, they are now responsible for more than £1bn of client assets.We strive to recruit, develop, and retain individuals who share our vision...


  • Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis 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,...


  • Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...


  • Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...


  • Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...


  • Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a Financial Adviser, you will be responsible for delivering high-quality financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial...


  • Leicester, Leicester, United Kingdom Medlock Partners Full time

    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 Manager

    3 weeks ago


    Leicester, Leicester, United Kingdom Rec Financial Full time

    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 company's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la...

  • Financial Manager

    1 month ago


    Leicester, Leicester, United Kingdom Rec Financial Full time

    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 company's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la...

  • Financial Manager

    1 month ago


    Leicester, Leicester, United Kingdom Rec Financial Full time

    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 company's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la...


  • Leicester, Leicester, United Kingdom CleverHR Full time

    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...


  • Leicester, Leicester, United Kingdom CleverHR Full time

    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...

  • Financial Manager

    1 month ago


    Leicester, Leicester, United Kingdom Rec Financial Full time

    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...


  • Leicester, Leicester, United Kingdom Paul Mitchell Associates Full time

    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...


  • Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Private Client Adviser to join their team in Leicester. This is a home/office/hybrid based role, working with an existing bank of recurring income clients and addressing their financial planning needs. Key responsibilities include maintaining and developing client relations, maximizing their potential,...


  • Leicester, Leicester, United Kingdom Premier Jobs UK Limited Full time

    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...


  • Leicester, Leicester, United Kingdom IDEX Consulting Full time

    Senior Independent Financial Adviser OpportunityWe are seeking a highly skilled and experienced Senior Independent Financial Adviser to join our team at IDEX Consulting Ltd.As a Senior Independent Financial Adviser, you will be responsible for providing expert financial planning and advice to high-net-worth individuals and business owners.Key...