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.
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.
Contribute to the development of strategy across all areas of the business with high quality financial analysis, applying professional judgement to commercial questions, and supporting decision-making
Creation and dissemination of best-in-class management information integrating financial and non-financial data, with clear articulation of causal relationships and commercial consequences
Full responsibility for the revenue forecasting cycle, working closely with revenue owners to deliver data-drive forecasts and targets
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 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.
Experienced Financial Adviser required by a growing wealth management firm based in Norwich .
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
This role offers an existing client bank as well as full compliance support