Assisting financial advisors in the research and analysis of financial plans.
Preparing and maintaining client files and documentation.
General
My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner working towards chartered or already chartered.
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
This role will require the initial months training to take place in my clients Norwich office.
The post of Financial Controller is truly a fantastic opportunity for a qualified person in a financial management role to join a business that is actively flourishing and has realistic, swift organic growth plans over the next three to five years.
Reed is proud to have been enlisted by leading employer to recruit a senior finance professional to head up the finance team.
Are you looking for a role where you will be instrumental in the change and growth of the business?
As the Financial Controller, you will play a pivotal role in overseeing all financial activities, ensuring adherence to regulations and optimising profitability.
They are currently recruiting for an experienced Financial Controller to join their team.
Our client is a business that supplies commercial machinery with links across Europe.
My client is an established local organisation experiencing an exciting period of rapid growth and looking for a Finance Manager to join their Suffolk site located near Stanton, between Bury St Edmunds and Diss, Suffolk.
The primary focus will be on private clients and owner-managed businesses.
Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
This Hybridposition entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients.
R13 Recruitment are proud to be working in collaboration with an extremely well-established Accountancy firm, who are searching for a Financial Services Administrator to join their Bury St Edmunds-based team, supporting on all administrative and compliance for Clients, Advisers and the Senior Management team.
This is a fulltime role working Monday - Friday.
The offered salary for this position is £23,000 - £29,000 depending on experience.
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