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).
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Dersingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
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.
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.
This role offers an existing client bank as well as full compliance support
Experienced Financial Adviser required by a growing wealth management firm based in Norwich .
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
They are willing to offer training for the position, however, ideally require an individual with a finance background, either in banking, mortgages or financial services.
We've recently taken on a new position with our client in the Diss area, who is looking for a Financial Administrator to join their team working 3 days per week.
Are you an experienced Administrator with a finance background looking to work on a part-time basis?