Financial Adviser jobs in Leicester
View similar jobs with this employerNJR RecruitmentHybrid work in Market HarboroughEmployerActive 16 days ago- Identify and obtain information necessary to compile financial cash flow forecast.
- Managing the research & analysis of financial products to meet client's…
- NJR RecruitmentLeicesterEmployerActive 3 days ago
- Use research and sourcing software like Iress Tri-Gold and Exchange to support advisers in preparing detailed recommendations.
- Job Types: Full-time, Permanent.
View similar jobs with this employerNJR RecruitmentIlkestonEmployerActive 8 days ago- An understanding of the financial planning process.
- Diary management and arranging monthly client reviews for adviser & record information precisely.
- Verian Business Solutions LtdCoventryTypically responds within 1 dayEmployerActive 3 days ago
- Your role there will support advisers and clients with wealth and pension products and services offered, typically tasks may include data gathering, liaison…
- Perrett & Co. Financial Services LtdLoughboroughTypically responds within 10 daysPostedPosted 1 day 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…
- Spicerhaart2.0United KingdomEmployerActive 3 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.
- Oak Four LimitedHybrid work in Tamworth B77Typically responds within 4 daysEmployerActive 3 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…
- Accelerate Team LtdHybrid work in OakhamEmployerActive 7 days ago
- Tech-Savvy: Proficiency in using Microsoft Office Suite (Word, Excel, PowerPoint) and financial planning software.
- Citizens Advice LeicesterShireHybrid work in Hinckley LE10EmployerActive 4 days ago·
- Using your numerical skills, you’ll help clients understand their benefit entitlements and any financial implications.
View similar jobs with this employerCitizens AdviceHybrid work in HinckleyTypically responds within 1 dayPostedPosted 3 days ago·- Using your numerical skills, you’ll help clients understand their benefit entitlements and any financial implications.
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- Imperial Wealth Advisory LtdLeicesterPostedPosted 1 day ago·
- Working alongside and reporting directly to the Servicing Manager and supporting the day to day administration of existing client enquiries, producing reports,…
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- GHC Wealth Management LimitedHybrid work in LeicesterEmployerActive 4 days ago·
- Proven experience in financial services and financial planning.
- Stay updated on financial trends and regulations.
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- Salary Search: Financial Planner salaries in Leicester
- Capio RecruitmentNottinghamEmployerActive 3 days ago
- Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
- Cooper ParryDerby DE74PostedPosted 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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- Cooper ParryDerby DE74PostedPosted 17 days ago·
- The start date for this role will be late August/early September 2025.
- Have great attention to detail, with a passion for numbers and a knack for following…
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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