Providing comprehensive administrative support to the wealth management team.
General
This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.
My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team.
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.
Main purpose of the role
Are you a practice experienced IFA Administrator looking for a new role in the sector.
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 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.
The ideal candidate will have a strong background in Financial Services e.g.
The purpose of this new role is to help maintain and grow their successful practice; they're seeking a financial services professional with operational and proven personnel management skills to oversee the busy offices daily activities.
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich.
My client is ideally looking to recruit an experienced financial services administrator however they will also consider candidates from a transferable skill set and background such as mortgage administration.
My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for all most twenty years.
First and foremost, they value their clients and serving them to the best of their ability by giving them unbiased holistic advice on a range of products.
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.
You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.
My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
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 and mortgage practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.