Financial Services Paraplanner

Paraplanning Career Path:Pertemps invites applications from talented individuals seeking a challenging and rewarding Trainee Paraplanner role in Leicester. In this position, you will work alongside experienced professionals to deliver exceptional client service, while developing your skills and expertise in financial planning.About the Job:As a Trainee...

Join Our Team: As a Trainee Paraplanner and IFA Administrator, you will play a vital role in our team, supporting the development of our clients' financial plans. This is an excellent opportunity to learn from experienced professionals and build a successful career in financial services.Key Responsibilities: Administer LOA processes.Conduct valuations and...

Overview: We are seeking a talented IFA Administrator/Trainee Paraplanner in Leicestershire. This is an excellent opportunity to develop your skills and career in financial services. Salary up to £26,000 dependent on experience. Exam support and funding provided.Key Tasks: Administer LOA processes.Conduct valuations and illustrations.Write letters working...

**Company Overview**Bibby Financial Services Careers is a leading provider of financial services solutions. Our company culture is built around collaboration, innovation, and customer satisfaction.We are committed to delivering exceptional results and building long-term relationships with our clients. Our team of experienced professionals is dedicated to...

We are looking for a skilled Financial Services Coordinator to join our financial planning team at Pertemps Leicester. This role offers an excellent opportunity to start your career in financial planning and gain valuable experience and training.Job Description:Reporting and Analysis: Assist senior paraplanners and advisors with the preparation of client...

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...

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...

**Career Development Opportunity:** Join our dynamic financial planning team as a paraplanner trainee and kick-start your career in financial services. This exciting opportunity offers a unique chance to gain hands-on experience, develop valuable skills, and build a successful career.Our team provides a collaborative, friendly, and supportive work...

**Trainee Role in Financial Services:** We are seeking a highly motivated and detail-oriented individual to join our financial planning team as a trainee. This exciting opportunity offers a unique chance to gain hands-on experience, develop valuable skills, and build a successful career.As a paraplanner trainee, you will assist senior advisors with client...

Company Overview: Pertemps Leicester is a leading provider of recruitment and HR services, offering a range of job opportunities across various sectors. We are committed to supporting our employees in their careers, providing training and development opportunities to help them grow professionally.Job Summary:We are seeking a highly motivated and organized...

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...

About the RoleWe are currently seeking a Bookkeeper to join our dynamic team at Rec Financial in North Leicester. The successful candidate will be responsible for supporting all aspects of general bookkeeping within the business, including managing Sage Xero, payroll processing, and dealing with various financial tasks.To be considered for this role, you...

Job Overview:Pertemps is seeking a highly motivated Trainee Paraplanner to join its dynamic financial planning team in Leicester. As a key support role, you will assist senior paraplanners and advisors with preparing high-quality reports, research, and recommendations for clients.About the Role:In this Trainee Paraplanner position, you will gain invaluable...

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 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...

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...

IFA Administrator/ Trainee Paraplanner RoleWe are proud to represent a family-run Firm of Independent Financial Planners who have grown consistently year-over-year. As a key member of our team, you will work closely with esteemed Advisors and Paraplanners. Key responsibilities include providing administrative support to top-performing Financial Planners and...

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...

Job Title: Graduate IFA Administrator RoleAbout the Company: We are a leading provider of job listings, including this IFA Administrator/Trainee Paraplanner role in Leicestershire. Our platform connects top employers with talented candidates like you.Salary and Benefits: Salary up to £26,000 dependent on experience. Exam support and funding provided. This...

We are currently seeking a highly skilled Credit Controller to join our team at Rec Financial in North Leicester. This is an initial 12-month fixed-term contract, with the possibility of becoming permanent.About the PositionYou will work closely with a seasoned Credit Control Supervisor in a supportive and efficient team environment. Our company provides...