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.
Are you a practice experienced IFA Administrator looking for a new role in the sector.
Posted by Financial Divisions • £40K/yr to £50K/yr
Our client is searching for a skilled and passionate individual who is eager to grow and advance towards becoming a Servicing Financial Advisor.
Servicing Financial Advisor Position (To Manage existing clients) (No Targets or KPI'S) - Norfolk, East Anglia - Salary: £40,000 - £50,000 (DOE)-Career Progression-Study Support, Supportive culture, Great Opportunity - Office Based
This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.
Posted by Financial Divisions • £45K/yr to £65K/yr
Due to expansion my client is looking for a Financial Adviser who can manage an existing book of business.
Independent Financial Adviser - Manage Existing Client Base - £45,000 - £65,000 basic salary plus attractive bonus scheme and benefits package - Manage client bank generating from retiring adviser over the next 3 years - Location: Norfolk - Hybrid working Available, supportive collaborative team
The company has been operating for over 30 years and has built an outstanding reputation for providing holistic advisory services to families, retirees and some City professionals.
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 Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Dersingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Are you an experienced Mortgage Advisor searching for a fresh opportunity on a self-employed basis?
Our clients can provide unlimited leads and are looking to expand their team with a dedicated Mortgage Advisor, who is highly motivated, loyal, and professional, with at least three years of experience.
They offer a comprehensive range of market products and are a rapidly expanding company with an outstanding reputation in Norfolk.