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).
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.
As a Financial Services Administrator, you will play a vital role in supporting Financial Advisers by ensuring the smooth and efficient running of client accounts.
Our client is an established organisation working within financial services, and they are looking for an Administrator to join their small and friendly team.
You will have either Administration experience or have experience within Financial Services.
Our client, a well-established, corporate organisation is recruiting for a Financial Services Executive.
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.
They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices.
Our client, a highly successful and reputable financial services organisation, is seeking a skilled Client Relationship Administrator to join their friendly and welcoming team.
Are you experienced in working within a regulated industry?
With a strong commitment to their staff's well-being and long-term growth, this company offers excellent career progression and development opportunities.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
We have several opportunities for Customer Service Advisors to join a global Financial Services Organisation with this Monday to Friday role with no weekend working!
Along with a starting salary of £23,088 per annum you will also get the chance to earn a performance related bonus and profit share dividend, 28 days holiday plus Bank Holidays, a generous pension scheme, life assurance, share purchase schemes, season ticket advance payment plan, eye care vouchers, discounts at a huge range of high street stores, 24/7 employee assistance programme, volunteer days, critical illness cover, gym membership scheme, full training, plus many more!
Teams are made up of colleagues from a range of backgrounds including contact centre, retail, and hospitality to name a few.