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.
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 ?
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.
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.
This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.
Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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.
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.
My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
My client is a boutique advice practice based in southeast rural Norfolk.
Key duties
Liaising with advisers and colleagues in all aspects of the business process.
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.