Financial Planning Assistant
13 hours ago
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 financial products, investments, and providers to provide expert advice.
- Prepare and maintain accurate financial planning documentation and reports to meet industry standards.
- Support senior paraplanners and advisors with client meetings and follow-ups to ensure exceptional customer service.
- Assist in analyzing clients' financial positions, goals, and objectives to develop tailored solutions.
- Help ensure compliance with industry regulations and company procedures to maintain a secure working environment.
What We're Looking For: A strong interest in financial planning and personal finance, excellent attention to detail, organizational skills, and a proactive attitude. You should also possess good communication and interpersonal skills, with basic knowledge of financial services or relevant qualifications desired but not essential.
Salary: £27,000 per annum (reviewed after 12 months of being qualified), plus a competitive benefits package, full training, and career development opportunities.
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Financial Planning Assistant
12 hours ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timeAt 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...
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Financial Planning Assistant
12 hours ago
Leicester, Leicester, United Kingdom Pertemps Full timeJob 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...
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Financial Assistant Specialist
14 hours ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJob Title: Financial Assistant SpecialistIn a dynamic and forward-thinking environment, we are seeking a highly skilled Financial Assistant to join our team in Leicester. This part-time role is perfect for an individual who excels at managing financial transactions with precision.The successful candidate will have the opportunity to work on a hybrid basis,...
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Financial Planning Trainee
11 hours ago
Leicester, Leicester, United Kingdom CV-Library Full time**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...
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Financial Planning Assistant
8 hours ago
Leicester, Leicester, United Kingdom CV-Library Full timeAbout 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...
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Financial Accountancy Professional
8 hours ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJob 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...
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Financial Reporting Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJob 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.
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Financial Operations Manager
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJob DescriptionWe are seeking a highly skilled Financial Operations Manager to join our team at Rec Financial. As an experienced Accountancy Practice Supervisor, you will be responsible for leading our daily client interactions and ensuring the smooth running of our Practice.This role is ideal for a confident and competent individual with several years'...
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Financial Services Assistant
3 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeRole OverviewThis experienced Accounts Assistant role is an excellent opportunity for a skilled professional to join our small, friendly, and professional finance department.We are seeking a highly motivated individual with experience in accounts administration to work on a hybrid basis until the end of July 2025, with potential for permanence. The ideal...
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Financial Analyst Trainee
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Financial Planning Manager
2 months ago
Leicester, Leicester, United Kingdom beBee Professionals Full time £45,000 - £65,000We 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...
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Financial Planning Specialist
16 hours ago
Leicester, Leicester, United Kingdom Hamilton Woods Full timeJob Title: Financial Planning SpecialistWe are seeking an experienced and detail-oriented individual to oversee the financial health and performance of our manufacturing operations. The ideal candidate will combine strong financial acumen with hands-on experience in finance management.The successful candidate will be responsible for managing budgets and...
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Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom RECfinancial Full timeAbout the RoleRECfinancial is recruiting a Senior Management Accountant to join its Leicester-based team.This challenging position, based in an impressive office on the city's edge, offers excellent work-life balance for those living in or around Leicester, Leicestershire, Nottingham, and Derby.The Financial Controller will oversee the successful candidate's...
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AAT Financial Associate
14 hours ago
Leicester, Leicester, United Kingdom Rec Financial Full timeWe are seeking an experienced Senior Accounting Professional to join Rec Financial on a full-time permanent basis in Leicester. This role offers the ideal candidate a strong opportunity for career growth and professional development.Main Responsibilities:General ledger duties including assigning entries to correct accountsUpdating weekly cash book and...
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Financial Planning and Support Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Pertemps Network Group Full timeJob 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...
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Financial Planning Specialist
11 hours ago
Leicester, Leicester, United Kingdom Leicester City Council Full timeJob DescriptionSalary: £45,000 - £60,000 per annum, depending on experience.About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our Corporate Accountancy team at Leicester City Council. As a key member of the team, you will be responsible for providing expert financial advice and support to help us achieve...
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Leicestershire Financial Support Expert
13 hours ago
Leicester, Leicester, United Kingdom Rec Financial Full timeOverview:Rec Financial is a dynamic and forward-thinking company based in Leicester, seeking a highly skilled Finance Assistant to join our team. This part-time role offers a unique opportunity to work on a hybrid basis, Monday to Friday, with a flexible schedule that suits your needs.The successful candidate will be responsible for managing financial...
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Financial Control Associate
8 hours ago
Leicester, Leicester, United Kingdom Rec Financial Full timeWe 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...
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Accounts Assistant
8 hours ago
Leicester, Leicester, United Kingdom Rec Financial Full timeWe are seeking an experienced Accounts Assistant to join our dynamic Finance Team at Rec Financial.This role offers a fantastic opportunity for personal and professional growth, with full study support and the chance to work within an experienced Finance department.The successful candidate will be responsible for assisting with the preparation of monthly...
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Senior Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom Artemis Recruitment Consultants Ltd Full time{"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...