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Assistant Financial Planner Leicestershire (our ref AL1393) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn. Based in Leicestershire they service high net worth clients across the UK and this year they were delighted to receive for the third time a Best Financial Advisor to Work for award by Professional Advisor. ROLE OVERVIEW: This is a structured two-year development role designed for individuals aspiring to become Financial Planners.As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams.You will gradually take on more responsibility developing the knowledge, skills, abilities and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and on the job training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, you may progress to a Financial Planner role, managing your own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required create detailed notes for client meetings highlighting the clients objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. Ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments Technical Tasks Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. ESSENTIAL QUALIFICATIONS 5 GCSEs or equivalent including English Language Grade C or above Part qualified level 4, diploma in Financial Planning Desirable - Qualified level 4, diploma in Financial Planning and an Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. EXPERIENCE Essential At least 3 years experience within financial services role, servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPIs and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace KNOWLEDGE AND SKILLS REQUIRED: Effective diary management to develop business and maintain high standards of customer service. Ability to effectively manage a portfolio of clients. Excellent interpersonal skills to conduct client meetings and build long term relationships. Excellent verbal and written communication skills. Ability to engage with a variety of people in a confident and professional manner. Self-motivated to set and achieve personal goals on a regular basis. Active in/ownership of personal development through qualifications, industry training and continual ongoing reading. Awareness of factors affecting Financial Planning. Ability to maintain professionalism whilst engaging with a variety of clients. Ability to problem solving and provide tailored client solutions. If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days.By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.Full Privacy Notice can be found on our website. TPBN1_UKTJ

We are seeking a Sales Operations Assistant to assist our Client Development team as the sales and client base continue to grow for the Global Fabrics and Wallpapers team, which will be based in our Leicester office. You will be working closely with other internal departments, including Sales, Produ

Application deadline 17th December 2025. The person we are looking for should be a positive, practical individual who is keen to be part of a strong, happy team of staff who enjoy working in their vocational career.

We are seeking a Sales Operations Assistant to assist our Client Development team as the sales and client base continue to grow for the Global Fabrics and Wallpapers team, which will be based in our Leicester office. You will be working closely with other internal departments, including Sales, Produ

A leading retail company in Leicester is seeking a Sales Assistant to enhance customer experience and drive sales. The role includes providing excellent customer service, maintaining store standards, and exceeding sales targets.

Luxury Leather Goods Client Advisor – London Flagship.Full-Time | Competitive Salary + Commission.Up to 34,000£ depending on experience + bonus.A contemporary luxury leather goods house is looking for a.This is an exciting moment of growth for the brand, and the flagship team plays a key role in

You've invested in your education, now we want to invest in your sales assistant development! We are a thriving sales assistant, customer service and marketing company based in London. Job Description Have you graduated college or university and contemplating the next step and looking at becoming

Luxury Leather Goods Client Advisor – London Flagship.Full-Time | Competitive Salary + Commission.Up to 34,000£ depending on experience + bonus.A contemporary luxury leather goods house is looking for a.This is an exciting moment of growth for the brand, and the flagship team plays a key role in

To strengthen our sales team, we are now looking for a motivated Sales Development Assistant in Enterprise Sales – ideally with a strong interest or first work experience in the UK market. Sales Development Assistant – Enterprise Sales, UK (Part‑Time, Remote). Direct exposure to Enterprise B2B

Salary – negotiable depending on the experience, for Sales Manager role £30k+, for GM role £50K+. A trading house specializing in aerospace business with their head quarter in Japan is currently recruitingt a Japanese speaking Sales & Marketing Manager or General manager. Those who with engineer

Sales Assistant – Make an Impact in Outdoor Advertising. Sales Assistant to join their team and help deliver campaigns across some of the UK’s most iconic and high-traffic locations. Become proficient in industry-leading sales tools and systems such as Salesforce, Playbook, and Playcheck.

Retail Sales Assistant - Keyholder. As a Retail Sales Assistant at The Works, you’ll greet customers with a warm smile and leave them happy and excited. Sales and Business Development.

As a Sales and Marketing Assistant, you will be the friendly face and the guiding hand for our diverse community of students. Collaborating closely with our sales teams to ensure efficient sales administration. Join Our Team at CRM Students: Sales and Marketing Assistant.

Passion for perfume and a flair for sales.

Joules Seasonal Christmas Temporary Sales Assistant - Gloucester Quays Outlet (N107261). Step into a role as a Seasonal Christmas Temporary Sales Assistant working in one of our retail stores, where you will create an amazing shopping experience. As a Seasonal Christmas Temporary Sales Assistant, yo

Marketing & Sales Administrative Assistant – UK. The successful candidate will perform various administrative or secretarial tasks as an assistant to the UK region, supporting both marketing and sales teams. Performs other administrative tasks as needed to support the marketing and sales departmen

Responsibilities include developing sales, managing team activities, and ensuring brand compliance. A luxury fashion retailer in London seeks an Assistant Store Manager to support commercial development and enhance customer experience.

A leading jewellery brand is seeking an organized and proactive Assistant Store Manager to oversee operations across multiple sites in Greater London.

Job Title : Assistant Sales Manager. They are searching for someone with experience in a high-performing Sales team (within Estate Agency) and ideally a track record of upskilling colleagues underneath them. Lead, motivate, and manage the sales negotiators within the office.

A financial services organization in the UK is seeking a Finance Assistant specialising in Sales Ledger. In this hybrid role, you'll raise sales invoices, support billing operations, and collaborate with internal teams to ensure smooth workflows.

To apply for this role as Finance Assistant (Sales Ledger), please click apply online and upload an updated copy of your CV. This is an exciting opportunity for a Finance Assistant specialising in Sales Ledger to join a supportive organisation within the Employee Welfare Sector. Raising sales invoic

Assistant Event Sales Manager!. Brilliant benefits you will enjoy as Assistant Event Sales Manager. Assistant Event Sales Manager,.

Sales & Marketing Assistant Manager – YO26. We are looking to recruit an experienced Sales & Marketing Assistant Manager to join our team.

Full Time Fishkeeping Sales Assistant - Maternity Cover - Leicester At East Midlands. Completing sales correctly and efficiently, ensuring customers leave the store fully satisfied.

About the successful Assistant Sales Manager. Please get in touch with the team at Flame Recruitment to apply or to find out more regarding our Assistant Sales Manager vacancy. Flame Recruitment is seeking an Assistant Sales Manager to join our client’s prestige main dealership in the Cheshire are

The Finance Assistant will be supporting the day‑to‑day finance transactions including Sales Leger and Credit Control duties. Orka Financial is currently seeking an experienced Finance Assistant to join their clients established finance team a leading Manufacturing business based in Basingstoke.

Retail Sales Assistants Required - New Store Opening!.

As an Executive Assistant to Sales, you will provide high-level support to the Head of Sales (Field & National) and the wider Sales Leadership team. Coordinate travel logistics and accommodation for sales leaders, and the wider sales team as part of the booking team. Proven experience in an Executiv

We are currently recruiting for an assistant Sales Manager to join our Client's busydealership in Norwich. Support the Sales Manager in leading and motivating the sales team. Drive sales performance to meet and exceed targets.

A prominent cook shop in London is seeking a passionate Assistant Store Manager to support the daily operations and lead the team.

We are looking to recruit an experienced Sales & Marketing Assistant Manager to join our team. Sales & Marketing Assistant Manager.

Proven track record as an experienced Assistant Sales Manager in the automotive sector. Your Role as Assistant Sales Manager. Lead, inspire, and develop a high-performing sales team.

A luxury student accommodation provider in Guildford is seeking a Sales and Marketing Assistant to manage enquiries, conduct tours, and support marketing efforts.

Sales Assistant (Seasonal) - Cotswold Designer Outlet page is loaded## Sales Assistant (Seasonal) - Cotswold Designer Outletlocations: LFO GLOUCESTER QUAYS, Gloucester, United Kingdomtime type: Part timeposted on: Posted Todayjob requisition id: R-0143422## **Are You:At

A leading care provider in Colchester is seeking a Sales Ledger / Accounts Assistant to manage financial records and support the finance team. The ideal candidate will have experience in an accounts or sales ledger setting, strong Excel skills, and excellent organisational capabilities.

To generate more sales through a combination of prospecting and customer follow ups via the existing database. To identify “hot” prospects and plan all future contact in a structured manner that will help progress them to the next stage in the sales process and ultimately on to making a sale. To

A luxury retail brand seeks an Assistant Store Manager for its Kings Road Store. The position involves ensuring premium customer service, driving sales, and managing store operations.

Entry Level Sales Assistant - Central Brighton - Immediate Starts Available! (No Experience Required). If you are an ambitious and driven individual with excellent communication skills, a strategic mindset, a sales mentality, and are ready for growth and development with a successful and reputable c

We are looking to add a proactive and creative customer-centric Sales & Marketing Assistant to join our global Sales team. Collaborate with the sales team to create sales collateral (brochures, one-pagers, PowerPoint presentations, case studies, custom content pieces etc. Sales & Marketing Assistant

What were looking for in a Finance Assistant (Sales Ledge. This is an exciting opportunity for a Finance Assistant specialising in Sales Ledger to join a supportive organisation within the Employee Welfare Sector. What youll be doing as Finance Assistant (Sales Ledger).

Digital Sales Executive/Assistant – Media Powerhouse. Help localise international sales materials for different markets. If you’re ready to start your media sales career with a company at the forefront of digital storytelling, this is your moment.

A leading retail recruitment agency is seeking an experienced Assistant Store Manager for a lifestyle brand outlet in Essex. You will lead a team, drive sales growth, and ensure exceptional customer service.

A leading financial services company based in Basingstoke is seeking an experienced Finance Assistant to support day-to-day transactions including bank reconciliations, invoice processing, and credit control.

A fast-growing SaaS startup in the UK is seeking a motivated Sales Development Assistant – Enterprise Sales. Ideal candidates are currently enrolled in a relevant university program and have a strong interest in B2B sales.

A leading financial services firm in the United Kingdom is seeking an experienced Finance Assistant to join their established finance team.

As a Retail Sales Assistant you’ll wonder that this isn’t just a job. Retail Sales Assistant - Keyholder. Retail Sales Assistant - Keyholder.

The Finance Assistant will be supporting the day-to‑day finance transactions including Sales Leger and Credit Control duties. Raising sales invoices, credit control, and allocating payments. Weekly reporting of sales orders.

A growing finance team in Macclesfield is seeking an experienced Accounts Assistant / Finance Assistant to handle Sales Ledger and Credit Control.