Financial Planning Specialist

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...

Job SummaryWe are looking for a highly skilled Financial Reporting Specialist to take ownership of management accounting activities, working closely with businesses to add value and drive growth. This exciting new role will be responsible for preparing monthly management accounts, analyzing sales and business performance, and assisting with year-end tasks.

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,...

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...

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...

{"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...

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...

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...

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...

Commercial 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...

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...

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...

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 DescriptionRECfinancial is seeking a Financial Operations Specialist to join their team in Leicestershire.The role is based at a state-of-the-art office with easy commutes to Leicester, Nottingham, Derby, Coventry, and Warwickshire.This exciting opportunity reports directly to the Financial Controller and involves leading budgeting processes and...

About the Role:We are seeking a highly skilled and experienced Finance Manager to support our Head of Finance in the day-to-day operations of our organisation.Key Responsibilities:Lead the month-end process to deliver timely financial close.Support in the preparation of management accounts, including reconciliation, posting journals, and reporting.Oversee...

Job Role: Trainee ParaplannerWe are seeking an ambitious individual to join our dynamic team as a Trainee Paraplanner and support our financial advisers in delivering exceptional client service. The role involves assisting with preparing financial reports, researching products, and collaborating with advisers to ensure all documentation meets regulatory...

Role OverviewPertemps Bond is seeking a highly motivated Trainee Paraplanner to support our financial advisers in delivering exceptional client service. As a Trainee Paraplanner, you will assist with preparing financial reports, recommendations, and analysis for clients, while also researching products and financial solutions that meet clients' needs.Key...

Key Responsibilities:• Develop financial plans and strategies to support business growth• Analyze financial data and provide insights to inform business decisions• Collaborate with cross-functional teams to implement financial plansRequirements:• 3+ years of experience in financial planning and analysis• Strong analytical and problem-solving...

We are seeking a highly skilled Finance Manager to join our finance team in Leicester, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets...