Financial Planning Coordinator

Financial 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 Administrator**Job Summary**We are seeking a detail-oriented Financial Planning Administrator to provide administrative support to our financial advisors. The successful candidate will be responsible for preparing and maintaining client files, documents, and reports, as well as coordinating client meetings and follow-ups.**Key...

Financial 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...

Job 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...

Job 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,...

Pertemps 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...

Senior Financial Services CoordinatorCleverHR is seeking a highly skilled Senior Financial Services Coordinator to join their team. As a key member of the financial services team, the successful candidate will be responsible for coordinating and implementing financial planning strategies for clients.The ideal candidate will possess excellent communication...

As a key member of the Dunelm team, this Director of Financial Planning and Analysis will play a pivotal role in ensuring the company's financial performance is accurately forecasted and reported.Key Responsibilities:Coordinate the monthly flash process to ensure a clear understanding of expected performance.Lead the month-end process, reviewing and...

Accounts Payable Clerk RoleREC Financial is seeking a skilled Accounts Payable Clerk to join their team on a fixed-term contract. The successful candidate will work closely with the Finance Manager to provide support in all aspects of Accounts Payable, Credit Control, and Transaction Finance.Main ResponsibilitiesEnter supplier invoices onto the Purchase...

We are seeking a highly organized and detail-focused Financial Advisory Administrator to join our team at Pertemps Network Group. As a key member of our financial services team, you will play a vital role in delivering exceptional financial advice to our clients.About the RoleThe successful candidate will provide administrative support to our financial...

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...

Pertemps Bond is committed to delivering exceptional financial advice and personalized service to our clients. We believe in building long-term relationships based on trust, integrity, and outstanding results. Our team of experienced professionals is dedicated to guiding clients toward financial success, and we're seeking a skilled Administrator to join our...

Job Title: Financial Operations CoordinatorJob Summary:At Pertemps Network Group, we are seeking a highly organized and detail-oriented Financial Operations Coordinator to support our team in delivering exceptional financial services to our clients.Key Responsibilities:Provide administrative support to financial advisors, ensuring seamless operations.Prepare...

Job DescriptionJob role: Financial Planning AdministratorSalary: £23,000 - £28,000Location: LeicesterCompetitive salaryWorkplace pension with provider and funds23 days holiday allowance, plus public holidaysHoliday scheme allowing for purchase or sale of up to 5 days holiday entitlement per yearPrivate medical scheme following successful completion of 6...

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...

Financial Adviser - LeicesterArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to join their team in Leicester. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to clients, ensuring their financial well-being and goals are met.The ideal candidate will have a Level 4 Diploma in...

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...

We 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...

Artemis 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 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...