My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner.
Main purpose of the role
Are you a practice experienced IFA Administrator looking for a new role in the sector.
They seek to add a Consultant Support to their growing team on a salary paying up to £35k per annum.
This role will involve undertaking a lead support role to the Employee Benefits Consultants and Directors to ensure clients receive a consistent high level of service and support.
Reed Financial Services are pleased to be representing an award-winning Financial Planning and Wealth Management firm.
Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK.
Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection.
Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.
An exciting opportunity has arisen with our clients, for a Protection Advisor to join their growing team.
Our clients are offering a self-employed opportunity, with the role consisting of offering business owners advice on Shareholders Protection, Key Person Cover, Debt protection, and Income and Life protection.
The role is based remotely (after the initial training period) with the exception of a visit to the Head Office once or twice a month.
We are currently seeking a qualified Mortgage Advisor to work with our clients, a fast-growing PropTech business who are looking to revolutionize the home moving process.
Working remotely, our clients are seeking a driven and forward-thinking Mortgage Advisor, with the opportunity to work on a self-employed basis.
Our clients will provide leads however they would also expect the successful candidate to have the ability to self-generate appointments.
Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in Norfolk?
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser in Norfolk.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.