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 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).
Posted by Capio Recruitment Insurance • £25K/yr to £35K/yr
The Company
Capio Recruitment are working with an independent insurance broker who are looking for a Client Advisor (HNW) to join their highly successful team.
With a tailored approach to the needs of their customers/clients, this company prides itself on going above and beyond on every opportunity.
General
As part of the role you will liaise with existing clients and play a pivotal role in delivering excellent customer service and building rapport to ensure long-lasting relationships.
As a Pharmacist with us you'll be providing excellent customer and patient care, it's more than dispensing medicine, it's listening and providing your expert advice and reassurance.
Posted by Knight Temple Recruitment • £27K/yr to £60K/yr
Are you an experienced protection specialist who is looking for an employed opportunity to work from home with the chance to progress to working hours that you choose ?
Our client is directly authorised and provide non advice life & protection solutions to clients throughout the UK.