My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
The company are a localised firm in East Anglia, operating as a trusted adviser to their clients in the region.
Many of the Partners in the firm joined at Senior/Assistant Manager level and have progressed through their careers to now lead the firm and this could be an exciting opportunity for you to do the same!
Are you a Tax professional looking to join a firm as a Personal Tax Senior, where you can report into the Partner straight away and develop you career?
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.
Are you a practice experienced IFA Administrator looking for a new role in the sector.
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich.
The ideal candidate will have a strong background in Financial Services e.g.
The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities.
Experienced Financial Adviser required by a growing wealth management firm based in Norwich .
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
This role offers an existing client bank as well as full compliance support
R13 Recruitment are assisting a successful insurance broker in their search for a Financial Planning Administrator to join their team based in Norwich city centre.
You will be working closely with senior management, providing a high level of financial planning services to a wide array of clients.
Based in Norwich City Centre, this is a fulltime, permanent role working Monday - Friday, 9am - 5pm, and is offering a competitive salary, depending on experience.
My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for all most twenty years.
My client is ideally looking to recruit an experienced financial services administrator however they will also consider candidates from a transferable skill set and background such as mortgage administration.
First and foremost, they value their clients and serving them to the best of their ability by giving them unbiased holistic advice on a range of products.