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.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
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 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.
Join a highly regarded accountancy practice in Norwich with a reputable presence in the East of England and across the UK, with the opportunity to make the role your own by championing service excellence and driving business growth.
Do you want a market beating salary and attractive benefits package?