They seek to add a Consultant Support to their growing team on a salary paying up to £35k per annum.
Reed Financial Services are pleased to be representing an award-winning Financial Planning and Wealth Management firm.
This role will involve undertaking a lead support role to the Employee Benefits Consultants and Directors to ensure clients receive a consistent high level of service and support.
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.
Our client, based in South Norfolk, is recruiting for an experienced Senior Finance Business Partner.
Reporting to the Head of Finance, the successful candidate will play a pivotal role in strategic financial management reporting and provide professional advice, guidance, and coaching across all aspects of financial management within the organisation.
Collaboration with the Senior Management team is essential to ensure the delivery of operational objectives.
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.
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience.
Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers.
This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.
Experienced Financial Adviser required by a growing wealth management firm based in Norwich .
This role offers an existing client bank as well as full compliance support
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
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 and mortgage practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.
Are you a Tax professional looking to join a firm as a Personal Tax Senior, where you can report into the Partner straight away and develop you career?
Many of the Partners in the firm joined at Senior/Assistant Manager level and have progressed through their careers to now lead the firm and this could be an exciting opportunity for you to do the same!
The company are a localised firm in East Anglia, operating as a trusted adviser to their clients in the region.
Our client, a well-known and expanding group business based on the outskirts of Norwich, are seeking a Corporate Tax Senior to join their expanding team.
This company offers a wide range of benefits, including Company share scheme, subsidised gym membership, free parking plus lots more.