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.
As Finance Manager, you will be asked to review the current financial policies, processes and reporting templates with the idea to potentially implementing new ideas.
NXTGEN are delighted to be working with a fantastic, highly successful business based in Norwich City Centre who are seeking an experienced Finance Manager to come in manage a high flying transactional team.
This role has been created to help support the finance controller with budget setting, reporting and forecasting, embedding processes and overall being hands on with month end management accounts.
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
They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages
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.
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).