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.
Imagine, as a private client tax expert from practice, imparting your knowledge to those who come to you willingly for advice, working for a business that will truly value your expertise, working only 35 hours a week, all without the annoyance of having to fill in timesheets?
Sound too good to be true?
Well, it's not and if this sounds appealing then do read on.
In this role, you'll join a dynamic, non-traditional practice known for its exceptional accounting and advisory services tailored to a diverse local clientele.
NXTGEN is working with an outstanding practice in Norwich to aid in their search for a new Client Manager.
With significant, organic growth in recent years, the team is seeking an experienced professional to join their senior leadership team and lead in client interactions.
In this role, you'll manage a diverse portfolio of clients, from individuals and sole traders to partnerships and limited companies.
On behalf of our client, we are pleased to announce an exciting opportunity for a talented Client Manager to join their vibrant team in Norwich!
As the go-to contact for your clients, you'll handle their queries with expertise and professionalism, regularly attending meetings to form strong, lasting relationships.
Imagine, as a private client tax expert from practice, imparting your knowledge to those who come to you willingly for advice, working for a business that will truly value your expertise, working only 35 hours a week, all without the annoyance of having to fill in timesheets?
Sound too good to be true?
Well, it's not and if this sounds appealing then do read on.
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.