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.
On behalf of our client, we are pleased to announce an exciting opportunity for a talented Client Manager to join their vibrant team in Norwich!
In this role, you'll manage a diverse portfolio of clients, from individuals and sole traders to partnerships and limited companies.
As the go-to contact for your clients, you'll handle their queries with expertise and professionalism, regularly attending meetings to form strong, lasting relationships.
Our client a successful market leading organisation based in Diss, are seeking a proactive Management Accountant to join their finance team.
This is a fantastic opportunity for a part-qualified professional who is looking to take the next step in their career.
Key Responsibilities
Reporting to the Finance Manager this role will be responsible for the preparation, development and analysis of key financial information enabling the Company's management team to make well-informed decisions regarding future stability, growth and profitability.
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.
Reporting to the Financial Controller, the Finance Manager will be given the opportunity to blend technical, commercial and project based task in this well rounded role.
Atkinson Moss are delighted to be exclusively supporting an exciting Group entity based on the outskirts of Norwich in their search for a Finance Manager.
The company boast a strong trading record and exciting growth plans in the coming years.
NXTGEN is working with an outstanding practice in Norwich to aid in their search for a new Client Manager.
With significant, organic growth in recent years, the team is seeking an experienced professional to join their senior leadership team and lead in client interactions.
In this role, you'll join a dynamic, non-traditional practice known for its exceptional accounting and advisory services tailored to a diverse local clientele.
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.