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.
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.
Filigree is a growing agency delivering strategic communications, digital and social campaigns and stakeholder engagement with a focus on regeneration and local government.
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.
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.
Are you CTA qualified and experienced in Corporate Tax, now seeking a more advisory focused role?
In a role that is a combination of compliance and advisory, with a weight to advisory, the Assistant Corporate Tax Manager plays a vital part in the team, with both overseeing work completed as well as undertaking both aspects yourself as well.
Is progression, and support whilst you develop, essential to you as well as working with those of an equally high calibre?