Imagine, as a private client tax expert from practice, imparting your knowledge to those who come to you willingly for advice, working for a business that will truly value your expertise, working only 35 hours a week, all without the annoyance of having to fill in timesheets?
Sound too good to be true?
Well, it's not and if this sounds appealing then do read on.
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.
Imagine, as a private client tax expert from practice, imparting your knowledge to those who come to you willingly for advice, working for a business that will truly value your expertise, working only 35 hours a week, all without the annoyance of having to fill in timesheets?
Sound too good to be true?
Well, it's not and if this sounds appealing then do read on.
You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.
My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
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.
They seek to add a Consultant Support to their growing team on a salary paying up to £35k per annum.
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.
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.
My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for all most twenty years.
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.