Administrative Professional in Financial Planning

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...

We are seeking a skilled IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners.This is a fantastic opportunity to develop your career in financial planning and work with a dynamic and growth-oriented firm.As a successful applicant, you will possess industry-related experience and/or be studying towards relevant qualifications.Key...

About the CompanyBlusource Professional Services Ltd is a reputable and profitable accountancy firm based in Leicester.We are seeking an experienced professional to join our team and contribute to our continued success.The current ownership is planning for succession, and we need someone with strong leadership skills to take over client relationships and...

Job OverviewWe are seeking an experienced professional to join our team at Blusource Professional Services Ltd in Leicester. As a key member of our accounting firm, you will have the opportunity to develop into a Partner/Director role.The current ownership is planning for succession, and we need someone with strong leadership skills to take over client...

About the Role">This finance administration role at Rec Financial offers an exciting opportunity for individuals looking to develop their skills and expertise in a dynamic environment.">The successful candidate will work closely with the Operations Manager to ensure seamless credit control and cash allocation processes.">Main Responsibilities:">">Manage and...

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...

Job Title: Payroll AdministratorWe are seeking an experienced Payroll Administrator to join our team at a well-established Accountancy Practice in Leicestershire.Key Responsibilities:Process payroll according to both weekly and monthly schedulesVerify accuracy of PAYE, NI, and pension deductionsThe successful candidate will be responsible for ensuring all...

**Apprentice Role in Financial Services**REC Financial is looking for a motivated Apprentice to join our team in West Leicester. As a Finance Administrator Apprentice, you will assist with various tasks related to finance administration, including credit control, cash allocation management, and sales quote creation for national accounts.You will receive...

About the RoleThe Senior Finance Coordinator role involves undertaking various finance tasks with an analytical approach, ensuring accurate and timely completion of financial duties. Responsibilities include general ledger duties, updating weekly cash books, bank/balance sheet reconciliations, and resolving customer queries.In addition to these key...

Are you looking to start a rewarding career in financial advice? Regional Recruitment Services is seeking driven individuals to join its Trainee Financial Adviser Programme.This fully funded 12-month training initiative offers the opportunity to gain valuable financial knowledge and achieve a Level 4 Diploma in Regulated Financial Planning.Key areas of focus...

**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...

Client Review Administrator Job OpportunityAbout the CompanyNJR Recruitment Ltd is a dynamic and forward-thinking firm of Independent Financial Advisers who have achieved significant growth over the past few years.Job OverviewWe are seeking an experienced Client Review Administrator to join our team on a full-time basis. The successful candidate will provide...

Job Title: Financial AdministratorWe are currently seeking a skilled Financial Administrator to join our team at RECfinancial, a North Leicester based Practice. This is a permanent hybrid role that offers the opportunity to work with a supportive Manager and contribute to the achievement of financial objectives.As a Financial Administrator, you will be...

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 Role: Financial Planning AdministratorSalary: £23,000 - £28,000 per annumLocation: Leicester areaWe offer a competitive salary and benefits package to the right candidate.About the RoleThe successful applicant will provide administrative support to our financial advisors, ensuring seamless operations and exceptional client service.You will be...

Job Overview">We are seeking a highly skilled Finance Administrator to join our team at Rec Financial in West Leicester.">The successful applicant will report directly to the Operations Manager and receive comprehensive on-site training.">Key Responsibilities:">">Credit control and cash allocation management">Creation of sales quotes for national accounts...

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...

Job Title: Pension Planning ProfessionalThe role of a Pension Planning Professional involves working closely with clients to understand their financial needs and goals. This position requires strong analytical skills, attention to detail, and the ability to develop tailored cash flow models to meet client objectives.A successful candidate will have...

About Medlock Partners">Medlock Partners is a forward-thinking, independent financial planning firm that prides itself on delivering bespoke advice to its valued clients. As a result of ongoing growth and recent promotions, an exciting opportunity has arisen for a motivated IFA administrator to join our dynamic team.We are seeking a highly organized...

Are you a skilled finance professional seeking a leadership role in a dynamic and fast-growing SME?We are recruiting for a Financial Controller on behalf of Blusource Professional Services Ltd, an ambitious Leicester-based business.The successful candidate will lead the financial strategy and operations, ensuring the company's continued growth and...