With a focus on personalized service and comprehensive planning, we strive to empower our clients to achieve their financial goals with confidence.
Join a respected financial advisory firm nestled in the heart of Norfolk, where our dedicated team is committed to providing tailored financial solutions to individuals and families.
Currently, we are seeking a diploma-qualified paraplanner to join our ranks and contribute to our mission of financial empowerment.
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
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
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.
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.
The Opportunity
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.
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 a diligent administrator with financial services experience, looking for a new role in a dynamic and supportive environment, offering long term career opportunities?
Duties for this role will include
Obtain policy information, quotes, illustrations, and product details.
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 an experienced 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 IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.