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.
Experienced Financial Adviser required by a growing wealth management firm based in Norwich .
You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
This role offers an existing client bank as well as full compliance support
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...
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.
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 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.
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
They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages
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.
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.
We are currently working on a Senior Pension Administrator role for an established financial services firm who are seeking an experienced professional to join their team.
Are you a Pension professional with a good understanding of DC or GPP/ Auto Enrolment pension arrangements looking for a new challenge ?
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.