Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
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).
As a private client paralegal, you will be responsible for
Assisting the private client lawyers with probate and estate administration.
General
This role sits within the Private client team which delivers a full range of legal services including drafting of wills and lasting powers of attorney, document preparation, probate and estate administration and search and analysis.
Are you experienced in Wills & Probate and looking to continue your career, ideally in a firm that will be offering a training contract?
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.
Main purpose of the role
Are you a practice experienced IFA Administrator looking for a new role in the sector.
Posted by Anglian Home Improvements • £26K/yr to £28K/yr
Are you passionate about delivering exceptional customer service and resolving complex issues?
If you have experience in the financial services sector and thrive in a fast-paced environment, this could be the perfect opportunity for you!
The ideal candidate is an experienced financial services professional with strong complaint resolution skills, in-depth regulatory knowledge, and excellent communication abilities.
This opportunity will see you working and taking on a varied caseload of Private Client matters including wills, trusts, estate planning, lasting powers of attorney, contentious & non-contentious probate, and court of protection work.
This is an active opportunity for a Private Client Paralegal looking to join an innovative, multidisciplinary law firm who pride themselves on delivering an exceptional level of service to all of their clients.
The successful candidate will be provided with a strong career path and an attractive portfolio of benefits.