Panoramic Associates are current working with a Retrofit Company, who support homeowners across the West of England to accelerate the transition to low-carbon housing & building retrofit in recruiting a proactive and dynamic individual to join our team as a Retrofit Support Officer.
This role offers a unique opportunity to make a difference in advancing energy efficiency and sustainability.
Key Responsibilities
Provide quality assurance for retrofit assessments and onboard new service delivery partners.
We are currently seeking an experienced and skilled Financial Services Novations Support Administrator to become an integral part of the novations team within our client, a reputable national financial services practice.
PLEASE NOTE: Applicants must have experience working in Novations within a financial planning firm to be consdiered for this role.
The ideal candidate will oversee the novations process, ensuring a smooth transition for clients, maintaining the highest standards of customer service and regulatory compliance.
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.
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.