Posted by Service Service Employment Agency Limited • £35K/yr
My client is a well-established Financial Planning firm with an excellent working environment, where you will feel well looked after and valued as part of an established and positive team.
My client based on the outskirts of Norwich, they have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff.
Are you looking for a Paraplanning role in the Norwich area.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
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.
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?
Preparation of month end accounts for various trading entities
A high performing company based in Norwich is looking to appoint an accomplished Finance Business Partner to play a key role in the accurate delivery all financial reports.
Supporting the Financial Controller and liaising with multiple stakeholders, the key duties will include:
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.