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.
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.
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?
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 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?
My client welcomes applicants with a variety of experience levels, you may be an experienced IFA Administrator, but my client will also consider candidates from a transferable skill set such as pension or mortgage administration.
My client is an award-winning employer who promote from within and encourage their staff to excel and better themselves, their Norwich office is looking to bolster their numbers with the addition of a Financial Planning Assistant/Administrator.
The purpose of this role is to provide first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of clients.
Are you a practice experienced IFA Administrator looking for a new role in the sector.
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.
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 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.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
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.
R13 Recruitment are assisting a successful insurance broker in their search for a Financial Planning Administrator to join their team based in Norwich city centre.
Based in Norwich City Centre, this is a fulltime, permanent role working Monday - Friday, 9am - 5pm, and is offering a competitive salary, depending on experience.
You will be working closely with senior management, providing a high level of financial planning services to a wide array of clients.
A client based in Norwich is recruiting a good all-round Administrator - 100% working in the office, hours 9am - 5.30pm, Nearest Station: Norwich, this role is based in the City Centre, the client does not have a car park
This is a diverse role which will suit a highly organised person with a proven administrative/secretarial background, computer literate good interpersonal skills, numerate and a high level of professionalism.
The successful candidate will also need to be capable of typing detailed reports therefore audio typing skills are desirable, but not essential