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.
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?
Duties for this role will include
Obtain policy information, quotes, illustrations, and product details.
This is an exciting opportunity to begin your career as an Apprentice Planner.
Working within our Planning team, you will be responsible for providing both short and long-term planning and delivery for work scopes.
Perenco's apprenticeship training programme will allow you to gain valuable hands-on experience whilst attending college to gain a Level 3 Business Administration qualification.
During a period of growth, my client is looking for an experienced administrator to provide high quality technical support to the financial advisers of the firm.
General
This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough.
They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages
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.
A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner.
The role would be a hybrid administrative / technical position with a plethora of responsibilities.
The incoming individual would not be expected to be proficient in every area and as such training would be provided upon arrival.
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.
Experience in collating data and accurately managing databases.
General
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.