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.
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.
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...
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).
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.
Our prestigious Norwich based client, (part of a cluster of internationally renowned research organisations), are currently recruiting for an Administrator, to join their team.
This is a full-time position, working Monday - Friday 9:00 am - 5:00 pm, on a 2-month contract, based in Norwich.
Skills, Qualifications & Experience
Experience in collating data and accurately managing databases.
As Agency Administrator at Filigree, you will play a crucial role in supporting the Filigree team in ensuring efficient and smooth delivery of work to our clients.
It is a diverse role due to our wide range of clients and varied project work and will suit a highly organised person with proven administrative skills, is computer literate, with good interpersonal skills, is numerate and has a high level of professionalism.
Filigree is a growing agency delivering strategic communications, digital and social campaigns and stakeholder engagement with a focus on regeneration and local government.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
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.