Financial Administrator for Independent Financial Planners

We are seeking an experienced Administrator to join our team of Financial Planners. The successful candidate will have a strong background in administering Pensions & Investments and will be able to demonstrate a high level of customer service.Key ResponsibilitiesProcess new business, client valuations, and illustrations.Obtain current fund values for...

About the RoleMedlock Partners Ltd is seeking an experienced Financial Planning Administrator to join their dynamic team. As a key member of the team, you will be responsible for providing administrative support to the Financial Planners and Paraplanners.Key ResponsibilitiesProvide administrative support to the Financial Planners and Paraplanners, including...

Rec Financial is seeking a highly skilled Management Accountant to join their team in Leicester. The successful candidate will be responsible for preparing monthly management accounts for three business units, analyzing sales and business performance, and working closely with the Financial Controller to add value and drive growth.The ideal candidate will...

Rec Financial is partnering with a global brand to hire an Assistant Management Accountant on a permanent basis. The role is based at an impressive office in Leicester, commutable from surrounding areas.Reporting to the Finance Manager, the role involves:Preparing monthly management accountsAnalyzing P&L variancesConducting financial analysisReporting on...

We are seeking a highly skilled Senior Financial Planner to join our team at IDEX Consulting Ltd. As a Senior Financial Planner, you will be responsible for providing expert financial planning services to high-net-worth clients, including business owners and individuals.The ideal candidate will have a strong background in financial planning, excellent...

Job Role: Financial Planning AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Administrator. As a key member of our team, you will be responsible for providing administrative support to our financial planners, ensuring the smooth operation of our financial planning processes.Key...

Financial Planning OpportunityWe are seeking an experienced Financial Planner to join our team in a partnership role with a Building Society. As a Financial Planner, you will provide whole of market advice to customers in branches across various areas.Key Responsibilities:Provide financial advice to customers in branches and at their homesWork with a large...

Rec Financial is seeking a skilled Management Accountant to join their team and support the Financial Controller in a large privately owned Leicester-based business.The role is based in an impressive office located on the edge of the city, making it easily commutable from Leicester, Leicestershire, Nottingham, and Derby.As a Management Accountant, you will...

We are seeking a highly experienced Financial Administrator to join our client's thriving team. As an industry expert, you will provide administrative support to Financial Planners, ensuring exceptional customer service and regulatory compliance.Key ResponsibilitiesProcess new business, client valuations, and illustrations with precision and attention 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...

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 recruiting a Financial Administrator to join our team at Quest Employment on a full-time permanent basis. This role is focused on providing exceptional financial services to a wide range of clients. The successful candidate will be responsible for processing client and office account transactions, handling electronic bank payments and receipts,...

About the RoleWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will be provided with a comprehensive training program to develop your knowledge, skills, and abilities in providing high-quality financial advice and outcomes for clients.Key ResponsibilitiesDevelop...

IFA Administrator Job DescriptionThis role provides an excellent opportunity to join a local Financial Services firm and contribute to their growing team. As an IFA Administrator, you will be responsible for providing administrative support to their team of Financial Advisers.Key Responsibilities:Liaising with Financial Advisers to discuss tasks and client...

The Finance Manager will be responsible for all aspects of the firm's monthly management accounts and supporting analysis, assisting with annual budgeting and forecasting, and overseeing the transactional teams.The role will be based at the firm's head office, which is commutable from all areas of Leicester/Leicestershire, including Loughborough, Coalville,...

Rec Financial is seeking a Finance Business Partner to join their team. This exciting role will involve leading the firm's budgeting and forecasting activities, as well as driving decision making based on data-driven information.The ideal candidate will have a strong commercial focus and experience working with non-finance staff to drive commercial...

We are seeking a highly skilled and experienced Financial Administrator to join our Client Management team. As a key member of the team, you will be responsible for providing administrative support to our Financial Planners, ensuring that customer service is of the highest standard and regulatory requirements are met.Key Responsibilities:Process new...

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...

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...

Job SummaryThe Financial Officer will provide high-quality financial support to the Chief Executive, Treasurer, and Board, serving as the key point of contact for staff and stakeholders on all financial matters.Key ResponsibilitiesManage and process all day-to-day financial activities, ensuring compliance with accounting requirements and supporting the...