Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
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).
Posted by Service Service Employment Agency Limited • £24K/yr to £33K/yr
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.
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?
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 IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.
Posted by Acrisure International • £26K/yr to £30K/yr
About the team and the role
We are seeking an experienced and detail orientated Finance Assistant to join our existing finance team.
As a Finance Assistant, you will be managing daily transactional finance activities, including both accounts receivable and accounts payable, reporting to the Finance Manager.
How you'll contribute
Credit control, communicate with brokers and account handlers to follow up on overdue invoices.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.