Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
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).
Posted by Service Service Employment Agency Limited • £24K/yr to £33K/yr
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.
Posted by Employment Specialists Ltd • £50K/yr to £60K/yr
In this Account Executive role, you will inherit a significant book of business, which you will service and look to develop, but your first priority will be retention.
Also they have an excellent reward package to recognise successful Account Executives.
This is a book with clients whose premiums range up to £100k and is not trade specific, giving you a great mix of Clients.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Posted by Anglian Home Improvements • £26K/yr to £28K/yr
The ideal candidate is an experienced financial services professional with strong complaint resolution skills, in-depth regulatory knowledge, and excellent communication abilities.
If you have experience in the financial services sector and thrive in a fast-paced environment, this could be the perfect opportunity for you!
Are you passionate about delivering exceptional customer service and resolving complex issues?
Oversee relationships with key clients alongside the Head of Business Development to maximize referral business.
General
Join a fantastic organisation in Norwich with a proven track record of exceptional client care as a Business Development Executive.
You will be an integral part of the Business Development team, coordinating front-line communication activities to ensure high standards of customer service and efficient sales operations.
Posted by Employment Specialists Ltd • £50K/yr to £65K/yr
Working for a major name in Insurance Broking, this is an excellent opportunity for a client facing, Commercial Insurance professional, to develop their career as an Account Executive.
This is a significant opportunity to lead the delivery of first class Insurance and Risk Management service to a range of major clients, who our Client has a long standing relationship with.
Your Clients will expect superior bespoke Insurance programmes and the best possible risk management advice.