On behalf of our client, we are pleased to announce an exciting opportunity for a talented Client Manager to join their vibrant team in Norwich!
In this role, you'll manage a diverse portfolio of clients, from individuals and sole traders to partnerships and limited companies.
As the go-to contact for your clients, you'll handle their queries with expertise and professionalism, regularly attending meetings to form strong, lasting relationships.
NXTGEN is working with an outstanding practice in Norwich to aid in their search for a new Client Manager.
With significant, organic growth in recent years, the team is seeking an experienced professional to join their senior leadership team and lead in client interactions.
In this role, you'll join a dynamic, non-traditional practice known for its exceptional accounting and advisory services tailored to a diverse local clientele.
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
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.
The ideal candidate will have a strong background in Financial Services e.g.
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.
My client is looking for an Account Manager to join their team.
The ideal candidate would have experience working in an Account Manager role, be confident customer facing role and have great communication skills both over the phone and via email.
Duties
Dealing with client calls focusing on service delievery.
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.