Financial Planning Assistant

Quilter 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...

Quilter 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...

IFA 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...

IFA 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...

Financial 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...

Financial 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...

Financial 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...

Financial 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...

Pertemps 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: *...

Pertemps 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: *...

Job 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...

Job 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...

About CleverHRCleverHR is a leading provider of financial services to private and corporate clients, offering a comprehensive range of solutions in Financial Planning and Wealth Management.Job SummaryWe are seeking a dedicated and passionate IFA Administrator to join our administration team. As an IFA Administrator, you will provide support on a range of...

About CleverHRCleverHR is a leading provider of financial services to private and corporate clients, offering a comprehensive range of solutions in Financial Planning and Wealth Management.Job SummaryWe are seeking a dedicated and passionate IFA Administrator to join our administration team. As an IFA Administrator, you will provide support on a range of...

Finance Manager Job OpportunityRec Financial is partnering with a North Leicestershire-based business to find a skilled Finance Manager to join their team.The role will be based at the company's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la...

Finance Manager Job OpportunityRec Financial is partnering with a North Leicestershire-based business to find a skilled Finance Manager to join their team.The role will be based at the company's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la...

Job Role: AdministratorSalary: £25,000Location: LeicesterAbout UsPertemps Bond is committed to providing top-tier 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...

Job Role: AdministratorSalary: £25,000Location: LeicesterAbout UsPertemps Bond is committed to providing top-tier 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...

Finance Manager Job OpportunityRec Financial is partnering with a North Leicestershire-based business to find a skilled Finance Manager to join their team.The role will be based at the firm's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la Zouch,...

Finance Manager Job OpportunityRec Financial is partnering with a North Leicestershire-based business to find a skilled Finance Manager to join their team.The role will be based at the firm's head office, which is easily commutable from Leicester, Leicestershire, and surrounding areas, including Loughborough, Coalville, Castle Donington, Ashby de la Zouch,...