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...
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.
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).
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.
Atkinson Moss are very pleased to be recruiting for an IMMEDIATELY AVAILABLE Customer Service Advisor and Sales Administrator to join their clients small and friendly team, outside of Norwich.
The successful candidate will be working on the 'service desk' supporting the business with inputting and organising technician visits, whilst offering excellent customer service and handling incoming calls.
The ability to drive is essential as their office is based in a small village, Snetterton way.
Reed are working with a well-established and customer focused organisation based in King's Lynn, recruiting for the position of Parts Advisor and looking for a proactive customer service professional to join the team on a permanent full time basis.
Role Tasks
Handle incoming customer calls and email enquiries regarding spare parts.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
R13 are proudly supporting a fantastic business in their recruit for a Customer Service Advisor to join their growing team.
The purpose of this role will be to provide integral support to customers through inbound calls, emails and live chats, maintaining high levels of customer service at all times.
Based in Dereham, this is a full time, permanent position working 40 hours a week with shifts fall within the following hours: from 8am-7pm Monday-Friday, 8am-5pm Saturdays and Bank Holidays, and 10am-4pm on Sundays.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?