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.
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 full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
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.
The ideal candidate will have a strong background in Financial Services e.g.
The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities.
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich.
Reporting to the Financial Controller, the Finance Manager will be given the opportunity to blend technical, commercial and project based task in this well rounded role.
Atkinson Moss are delighted to be exclusively supporting an exciting Group entity based on the outskirts of Norwich in their search for a Finance Manager.
The company boast a strong trading record and exciting growth plans in the coming years.
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).
Atkinson Moss are working on behalf of a large respected local employer in their search for a Management Accountant reporting directly into the Finance Manager.
The purpose of this role is to oversee the preparation of divisional/group month end processes and continue the centralisation of month end reporting.
The role is also responsible for monitoring, preserving and reporting on the Companies pricing and costing information.
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!
In this role, you'll manage a diverse portfolio of clients, from individuals and sole traders to partnerships and limited companies.
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.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
We specialise in placing candidates within the project sector using our career progression and placement program.