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
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.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
We are currently working on a Senior Pension Administrator role for an established financial services firm who are seeking an experienced professional to join their team.
Are you a Pension professional with a good understanding of DC or GPP/ Auto Enrolment pension arrangements looking for a new challenge ?
Experienced Financial Adviser required by a growing wealth management firm based in Norwich .
This role offers an existing client bank as well as full compliance support
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Our client is a building service provider who offers insurance repairs and complete restoration and maintenance services, they are looking for an experienced Administrator.
We can offer a full or part time role and flexible working hours.
The Role
To assist with the day-to-day administration, scheduling works repairs, progamming, materials orders, accounting and provide support to the management and field delivery team.
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience.
Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers.
This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.
Our client is looking for someone initially on a temporary basis however could be extended for 9 months this is a for a Receptionist and Estates and Facilities Administrator.
This role is 9-5 Monday Friday with free parking.
Customer Contact
Answer all telephone calls within 4 rings and ensure that messages, when requested, are sent to members of staff via the voicemail or email systems.