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 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.
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.
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.
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.
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).
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.
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?
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.
Duties for this role will include
Obtain policy information, quotes, illustrations, and product details.
Do you want a market beating salary and attractive benefits package?
Join a highly regarded accountancy practice in Norwich with a reputable presence in the East of England and across the UK, with the opportunity to make the role your own by championing service excellence and driving business growth.
The team provides expert tax services to the UK companies within the group and Aviva Investors (as manager of a range of regulated and unregulated fund), the role involves working with colleagues across multiple locations.
We have an exciting new opportunity to join our Tax team based in York and Norwich.