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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

Finance Manager Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. Leicester Full Time, Permanent SF Recruitment are delighted to be exclusively partnering a growing SME in Leicester in their search for a Finance Manager. Reporting to the UK Managing Director, the Finance Manager will be responsible for overseeing all of the end-to-end finance operations as well as effective reporting to senior management. As the Finance Manager you will be respo... JBLK1_UKTJ

Role Overview: Join Our Team at Busy Bees Leading Nursery Group in the UK As a Senior Room Leader at Busy Bees, you will oversee multiple rooms and ensure that educational strategies are seamlessly integrated across the centre. This is a leadership role where you will inspire your team to achieve the highest standards of care and learning. About Us Busy Bees is the UK's leading nursery group, with nearly 400 nurseries across the UK and more overseas. We are dedicated to giving every child the best start in life and are proud to have won awards for our workplace culture. At Busy Bees, we ensure that every member of our team feels heard, valued, and nurtured. Why Work at Busy Bees? We offer a supportive environment that empowers you to create engaging, educational spaces where children can thrive. As part of our team, youll be introduced to our unique Bee Curious curriculum, designed to foster curiosity and confidence in young learners. Our Charitable Commitment Through our partnership with BBC Children in Need, we offer fantastic opportunities for community involvement and fundraising to support children's lives. About our Nursery Busy Bees Leicester Carlton Park is a large and modern, Ofsted-rated Good nursery with a capacity of 105 children. The nursery features calming, age-appropriate rooms, designed to foster a comfortable and welcoming atmosphere where children can thrive at similar stages of their development. With a secure outdoor space, children are encouraged to explore, play, and take supervised safe risks in the fresh air. Conveniently located on King Edward Avenue in Narborough, just seven miles from Leicester city centre, the nursery offers free parking and is easily accessible by car, with the M1 motorway nearby. For those traveling by train, Narborough station is less than a mile away, about a 20-minute walk. Busy Bees Benefits • Competitive salary, • Ongoing professional development and career progression, • Our Hive benefits and wellbeing hub, with discounts across a huge range of retailers, • Up to 28 days holiday per year (including bank holidays), • Your birthday off its our gift to you!, • 50% childcare discount, • Enhanced family leave and return to work bonus, • Menopause support through Peppy, • Financial support through Salary Finance, • Employee Assistance Programme and Mental Health First Aiders, • Cycle to Work scheme, • Easy access to your workplace pension through Cushon, • Discounted Private Medical Insurance (PMI), • Ensure that educational strategies and practices are consistent across multiple rooms., • Lead the planning and delivery of activities, adapting the curriculum to meet the diverse needs of the children., • Mentor and develop Room Leaders, promoting a collaborative and high-performing team., • Oversee the wellbeing and safeguarding of children, making necessary adaptations to support children with additional needs., • Foster strong relationships with parents, keeping them informed of their child's development., • Level 3 qualification or above in early years education., • Experience in an early years setting, with supervisory or leadership experience ideally as a Senior Nursery Room Leader, Senior Nursery Room Manager or Senior Nursery Practitioner., • Strong leadership, organisational, and communication skills.