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 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).
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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 the Financial Advisers and Paraplanning team.
During a period of growth, my client is looking for an experienced administrator to provide high quality technical support to the financial advisers of the firm.
General
This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough.
They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages
Posted by Anglian Home Improvements • £26K/yr to £28K/yr
If you have experience in the financial services sector and thrive in a fast-paced environment, this could be the perfect opportunity for you!
The ideal candidate is an experienced financial services professional with strong complaint resolution skills, in-depth regulatory knowledge, and excellent communication abilities.
Are you passionate about delivering exceptional customer service and resolving complex issues?
As the new Corporate Finance Assistant Manager, you'll have the exciting opportunity to join a dynamic and experienced CF team known for delivering high-quality financial advisory services.
Due to ongoing growth, the firm seeks a talented professional to support a wide range of corporate finance activities, including mergers and acquisitions, due diligence, and financial modeling.
NXTGEN is partnering with a leading Norwich firm to recruit a new Corporate Finance Assistant Manager position.
Posted by Employment Specialists Ltd • £50K/yr to £60K/yr
In this Account Executive role, you will inherit a significant book of business, which you will service and look to develop, but your first priority will be retention.
Also they have an excellent reward package to recognise successful Account Executives.
This is a book with clients whose premiums range up to £100k and is not trade specific, giving you a great mix of Clients.