Posted by Service Service Employment Agency Limited • £26K/yr to £28K/yr
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
This role will require the initial months training to take place in my clients Norwich office.
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 a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by TIME Appointments Ltd • £26K/yr to £33K/yr
Key Responsibilities
Co-ordinate investor and fund manager meetings.
General
We are currently recruiting on behalf of a leading Financial Services company based in Bury St Edmunds who are looking for a Business Support Assistant to join their growing team.
You will be responsible for maintaining the businesses systems, databases and procedures ensuring they are kept accurate and up to date.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses, and communities.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our client has been providing legal services since 1893 and offers a broad range of advice to individuals and companies, both nationally and internationally.
The firm is consistently ranked highly for providing excellent client service in both the Legal 500 and Chambers legal directories.
They pride themselves on offering practical advice from expert legal professionals and working in partnership with clients to become their legal provider of choice.