Financial Adviser jobs in Leicester
View similar jobs with this employerNJR RecruitmentHybrid work in Market HarboroughEmployerActive 8 days ago- Identify and obtain information necessary to compile financial cash flow forecast.
- Managing the research & analysis of financial products to meet client's…
View similar jobs with this employerNJR RecruitmentIlkestonEmployerActive 9 days ago- An understanding of the financial planning process.
- Diary management and arranging monthly client reviews for adviser & record information precisely.
- Weightmans3.2Hybrid work in Leicester LE1 6TRPostedPosted 23 days ago
- Achieving set financial and chargeable targets.
- Assisting fee earners with various tasks including general case management, legal research, reviews of records,…
- Bennett & Game Recruitment Limited4.2NottinghamPostedPosted 8 days ago
- You will be working closely with clients to understand their financial situations, develop customised financial plans and provide ongoing advice and support.
- Perrett & Co. Financial Services LtdLoughboroughTypically responds within 11 daysEmployerActive 7 days ago·
- Comfortable with a wide array of financial planning strategies.
- We are looking for committed individuals who are keen to take the next steps in their financial…
- The New Homes GroupRemote in Leicester LE1 1AFPostedJust posted·
- The Trainee Mortgage Adviser role represents a fantastic opportunity for those candidates keen to pursue a career in financial services as a fully CeMAP…
- View all The New Homes Group jobs - Leicester jobs - Mortgage Advisor jobs in Leicester
- Salary Search: Trainee Mortgage Adviser salaries in Leicester
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- Sovereign WealthMarket HarboroughEmployerActive 2 days ago
- Experience in administration or as a financial administrator.
- Recommendation Preparation: Assist advisers in preparing client recommendations.
- Oak Four LimitedHybrid work in Tamworth B77 5PATypically responds within 3 daysEmployerActive 2 days ago
- You have a proven track record of financial planning administration experience within an IFA firm.
- Your experience working with a variety of providers and…
View similar jobs with this employerCapio RecruitmentLeicesterEmployerActive 2 days ago- Capability to effectively communicate with clients, advisers and product providers to ensure relationships are maintained.
- Citizens Advice LeicesterShireHybrid work in Hinckley LE10EmployerActive 3 days ago·
- Using your numerical skills, you’ll help clients understand their benefit entitlements and any financial implications.
- Spicerhaart2.0United KingdomPostedPosted 17 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.*.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
View similar jobs with this employerCitizens AdviceHybrid work in HinckleyPostedPosted 18 days ago·- Using your numerical skills, you’ll help clients understand their benefit entitlements and any financial implications.
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- Cooper ParryDerby DE74 2SAPostedPosted 1 day ago·
- Using market leading accounting software to help our clients understand their financial performance and position.
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- Cooper ParryDerby DE74 2SAPostedPosted 30+ days ago·
- As a successful Financial Planning/Client Services Assistant, you will support the Client Services Associate in the administration of client’s data and provide…
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- Balance: Wealth Planning LimitedHybrid work in Nottingham NG2 7QWEmployerActive 2 days ago·
- All financial planners in our team are employed, with a salary.
- Comfortable with financial planning issues that come with higher levels of wealth, including all…
Job Post Details
Paraplanner - job post
Job details
Here’s how the job details align with your profile.Pay
- £35,000 - £40,000 a year
Job type
- Full-time
- Permanent
BenefitsPulled from the full job description
- Company pension
- Flexible schedule
Full job description
Paraplanner
Market Harborough
£35,000 - £40,000
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
Offering hybrid working out of their offices based in Market Harborough you will be supporting the Financial Planners in preparing client financial plans, reports, research and analysis; whilst ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
Responsibilities
Identify and obtain information necessary to compile financial cash flow forecast
Managing the research & analysis of financial products to meet client's requirements
Managing and presentation of technical data
Assisting with any FCA related Issues
Researching products to support recommendations
Compiling financial planning reports
Liaise with legal and tax advisors
Monitor client portfolios
Drafting letters of advice on behalf of the partners
Prepare file documentation prior to account opening.
Act as main point of contact and deal effectively with queries
Build strong relationships with clients and attend client meetings
What’s in it for you?
Competitive Salary
Annual Bonus!
Hybrid
25 Day Holiday + Bank holidays
Flexible Hours
100k DIS
PMI
Enhanced Pension
The successful candidate will need to have previous experience working as a Paraplanner and have a strong knowledge of pensions, investments and other financial products. You will be Diploma qualified or working towards the Level 4 qualification as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR14958
#FIN
Job Types: Full-time, Permanent
Pay: £35,000.00-£40,000.00 per year
Work Location: In person
Reference ID: NJR14958