Financial Planning Professional

We are seeking a highly skilled Financial Services Professional to join our team at Blusource Professional Services Ltd. As a Practice Accountant, you will be responsible for managing a client portfolio, reviewing and reporting, undertaking client visits, and providing positive interaction with customers.Key responsibilities include:Supporting clients,...

Job DescriptionWe are seeking a highly skilled Financial Services Professional to join our team at Blusource Professional Services Ltd.The ideal candidate will have experience in accountancy and auditing, with a strong understanding of financial regulations and compliance.This is an excellent opportunity for a Semi-Senior to Senior Accountant or Audit...

We are seeking a highly skilled Financial Services Professional to join our team at Blusource Professional Services in Leicester. The ideal candidate will have experience in accounting and auditing, with a strong portfolio of clients and a willingness to work in a dynamic environment.The role can be tailored to suit the successful applicant, with salary...

Job Role OverviewWe are seeking a skilled Financial Services Professional to join our team at Blusource Professional Services. As a Practice Accountant, you will be responsible for managing a client portfolio, delivering accounts, tax, and statutory services, and providing bespoke support and advice to ambitious business owners.Key ResponsibilitiesSupport...

Paraplanning RoleThis role involves providing dedicated support to a team of experienced Financial Advisors in South Leicester.As a key member of the team, you will focus on conducting in-depth financial planning research, analysis, and report writing on behalf of the Financial Advisors.You will have the opportunity to work on complex cases and manage them...

Accounts Senior RoleWe are seeking an experienced Accounts Senior to join our team in Derby. As an Accounts Senior, you will be responsible for providing support with year-end accounts preparation and management accounts.Your Key Responsibilities:Compile an account working file and draft financial statements.Prepare draft tax computations and, for companies,...

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 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...

Finance Manager Role OverviewWe are working with a global supply chain solutions company that is connecting people, products, and providers around the world. Their success is driven by the talent and dedication of their employees, and believing in empowering their diverse, global team to co-create value with their customers.As a Finance Manager, 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...

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...

We are seeking a motivated Financial Expert to join our team at Blusource Professional Services Ltd.As an Accounting Professional, you will be responsible for managing daily accounting tasks, maintaining accurate financial records, and ensuring compliance with relevant regulations.The successful candidate will have experience in auditing and a proven track...

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...

A leading accountancy firm, Blusource Professional Services Ltd, is seeking a skilled Financial Services Manager to oversee the delivery of accounts, tax, and statutory services. The role will involve managing a portfolio of clients, reviewing and reporting, undertaking client visits, and providing bespoke support and advice to ambitious business owners.Key...

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...

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...