Financial Planning Assistant
5 days ago
We are seeking a motivated and detail-oriented individual to join our team as a Financial Planning Trainee. As a Trainee Paraplanner, you will assist our financial advisers in delivering exceptional client service and support the preparation of financial reports, recommendations, and analysis.
Key Responsibilities:- Assist in the preparation of financial reports and recommendations for clients.
- Research and identify financial solutions that meet clients' needs.
- Collaborate with advisers to ensure all documentation meets regulatory standards.
- Develop technical skills in financial planning and provide support to the team.
- Strong attention to detail and excellent communication skills.
- Passion for numbers and problem-solving.
- A degree in finance, business, or related field (or working towards one).
- Eagerness to learn and pursue industry qualifications.
- A supportive environment with hands-on training.
- Sponsorship for industry-recognized qualifications.
- Career development and opportunities to grow within the company.
- Competitive salary and benefits package.
At Pertemps Bond, we invest in our employees' success and offer a dynamic work environment that fosters growth and development. If you are a motivated and detail-oriented individual looking to launch your career in financial services, we encourage you to apply for this exciting opportunity.
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Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...
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Financial Planning Specialist
4 weeks ago
Leicester, Leicester, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...
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Financial Planning Assistant
3 weeks ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the FirmThe firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
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Financial Planning Assistant
3 weeks ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the FirmThe firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
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Financial Planning Administrator
3 weeks ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
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Financial Planning Administrator
3 weeks ago
Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...
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Financial Planning Assistant
6 days ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeFinancial Planning AssistantWe are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our dynamic team at Pertemps Bond. As a Financial Planning Assistant, you will play a crucial role in supporting our financial advisers in delivering exceptional client service.Key Responsibilities:Assist with preparing financial reports,...
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Financial Planning Assistant
6 days ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeFinancial Planning AssistantWe are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our dynamic team at Pertemps Bond. As a Financial Planning Assistant, you will play a crucial role in supporting our financial advisers in delivering exceptional client service.Key Responsibilities:Assist with preparing financial reports,...
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Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeFinancial Planning Assistant **About the Role** We are seeking a dedicated and passionate individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide support to the administration team on a range of different client cases. **Key Responsibilities** * Meeting and greeting visitors * Maintaining accurate and...
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Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeFinancial Planning Assistant **About the Role** We are seeking a dedicated and passionate individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide support to the administration team on a range of different client cases. **Key Responsibilities** * Meeting and greeting visitors * Maintaining accurate and...
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Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeFinancial Planning AssistantCleverHR is seeking a dedicated and passionate Financial Planning Assistant to join our team. As a key member of our administration team, you will provide support on a range of client cases, ensuring accurate and up-to-date records of client information and financial plans.Key Responsibilities:Meet and greet visitors, maintaining...
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Financial Planning Assistant
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeFinancial Planning AssistantCleverHR is seeking a dedicated and passionate Financial Planning Assistant to join our team. As a key member of our administration team, you will provide support on a range of client cases, ensuring accurate and up-to-date records of client information and financial plans.Key Responsibilities:Meet and greet visitors, maintaining...
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Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timePertemps Leicester is seeking a highly organized and detail-oriented individual to join our team as an Administrator. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in managing client portfolios, preparing for meetings, and addressing client inquiries. Your responsibilities will include: *...
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Financial Planning Assistant
4 weeks ago
Leicester, Leicester, United Kingdom Pertemps Leicester Full timePertemps Leicester is seeking a highly organized and detail-oriented individual to join our team as an Administrator. As a key member of our financial planning team, you will play a vital role in supporting our financial planners in managing client portfolios, preparing for meetings, and addressing client inquiries. Your responsibilities will include: *...
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Financial Planning Assistant
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Title: AdministratorAt Pertemps Bond, we are seeking a highly organized and detail-oriented Administrator to join our dynamic team. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our financial services.Key Responsibilities:Client Support: Assist...
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Financial Planning Assistant
2 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Title: AdministratorAt Pertemps Bond, we are seeking a highly organized and detail-oriented Administrator to join our dynamic team. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our financial services.Key Responsibilities:Client Support: Assist...
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Financial Planning Assistant
2 days ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeFinancial Services Career Opportunity **Job Role:** Trainee Paraplanner **About the Role:** We are seeking an ambitious Trainee Paraplanner to join our dynamic team at Pertemps Bond. As a Trainee Paraplanner, you will support our financial advisers in delivering exceptional client service and assist with preparing financial reports, recommendations, and...
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Financial Planning Assistant
1 day ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeFinancial Services Career Opportunity **Job Role:** Trainee Paraplanner **About the Role:** We are seeking an ambitious Trainee Paraplanner to join our dynamic team at Pertemps Bond. As a Trainee Paraplanner, you will support our financial advisers in delivering exceptional client service and assist with preparing financial reports, recommendations, and...
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Financial Planning Assistant
3 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Role: AdministratorSalary: £25,000Location: LeicesterAbout the RoleWe are seeking a highly organized and detail-oriented Administrator to join our team at Pertemps Bond. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our client services.Key...
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Financial Planning Assistant
3 weeks ago
Leicester, Leicester, United Kingdom Pertemps Bond Full timeJob Role: AdministratorSalary: £25,000Location: LeicesterAbout the RoleWe are seeking a highly organized and detail-oriented Administrator to join our team at Pertemps Bond. As a key member of our financial planning team, you will play a crucial role in supporting our financial planners and ensuring the smooth operation of our client services.Key...