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.
You will actively manage an account of clients, while focusing on the development and maintenance of client relationships in line with website build projects.
A challenging yet exciting opportunity has become available for a Digital Project Manager to join a brilliant and innovative marketing solutions organisation.
Based in Norwich, this is a full time, permanent position working Monday to Friday.
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.
Are you looking to benefit from a new career in Project Management?
We specialise in placing candidates within the project sector using our career progression and placement program.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
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.
The Role: Commercial Account Executive/New Business Developer
We have a fantastic opportunity for an experienced Account Executive to join our company with the responsibility of building and growing a book of business.
This new opportunity will be one to drive growth from new and existing business.
Are you looking to benefit from a new career in Project Management?
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.