Are you a 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 wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
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 a diligent administrator with financial services experience, looking for a new role in a dynamic and supportive environment, offering long term career opportunities?
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.
Duties for this role will include
Obtain policy information, quotes, illustrations, and product details.
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.
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...
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).
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.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
Our client is looking for someone initially on a temporary basis however could be extended for 9 months this is a for a Receptionist and Estates and Facilities Administrator.
This role is 9-5 Monday Friday with free parking.
Customer Contact
Answer all telephone calls within 4 rings and ensure that messages, when requested, are sent to members of staff via the voicemail or email systems.
A client based in Norwich City Centre is recruiting a good all-round Administrator - 100% working in the office, hours 9am - 5.30pm, Nearest Station: Norwich, this role is based in the City Centre, the client does not have a car park
This is a diverse role which will suit a highly organised person with a proven varied administration background, computer literate good interpersonal skills, numerate and a high level of professionalism.
A client based in Norwich City Centre is recruiting a good all-round Administrator - 100% working in the office, hours 9am - 5.30pm, flexibility to leave at 5pm if needed.
This is a diverse role which will suit a highly organised person with a proven administrative/secretarial background, computer literate good interpersonal skills, numerate and a high level of professionalism.
Nearest Station: Norwich, this role is based in the City Centre, the client does not have a car park