Financial Planner Assistant

My client a successful IFA brokerage have a Financial Administrator role available in Norwich Will suit a current adminstrator or IFA sales support currently working in an IFA brokerage or wealth managment firm or even mortgage brokerage. General Duties: - Setting up and maintaining client files - Ensuring back office systems are kept up to date and...

About the Opportunity:We are seeking an Experienced Financial Planner to join our team at Service Service Employment Agency Limited. This is a full-time role that offers a range of challenges and opportunities for professional growth.Key Responsibilities:Providing expert financial guidance to clients and helping them achieve their financial goals.Conducting...

Bidwells has an exciting opportunity for a Planner or Senior Planner to join us in our Norwich office. This opportunity would suit someone who has gained some town planning experience in a consultancy, developer or local authority and is working towardsqualifying or has recently qualified Our work in multidisciplinary teams gives us unparalleled insight into...

A Financial Planning Assistant role has become available at Service Service Employment Agency Limited, offering an excellent opportunity to enhance your career in wealth management.This is a full-time vacancy with the possibility of flexible working hours. As a Financial Planning Assistant, you will provide exceptional support to Financial Planners, ensuring...

At Service Service Employment Agency Limited, we are seeking a highly skilled Financial Planning Assistant to join our team. This role is an excellent opportunity for someone with experience in financial planning and administration to take their career to the next level.The ideal candidate will have a strong understanding of financial products and services,...

About the Role of Senior Planner: Long term freelance opportunity for a Senior Planner in Norwich paying competitive day rate A opportunity for a Planner to work with a tier 1 sized main contractor on a £100M Prison extension in Norwich. I am currently assisting a market leading brand in their search for a Planner to join their Team. This is an...

About the Role of Senior Planner: Long term freelance opportunity for a Senior Planner in Norwich paying competitive day rate A opportunity for a Planner to work with a tier 1 sized main contractor on a £100M Prison extension in Norwich. I am currently assisting a market leading brand in their search for a Planner to join their Team. This is an...

About the Role of Senior Planner:Long term freelance opportunity for a Senior Planner in Norwich paying competitive day rate A opportunity for a Planner to work with a tier 1 sized main contractor on a £100M Prison extension in Norwich. I am currently assisting a market leading brand in their search for a Planner to join their Team. This is an opportunity...

Service Service Employment Agency LimitedThis is an exciting opportunity to work with one of the county's most prestigious firms, renowned for wealth management and high professional standards. The ideal candidate will have at least four years of experience in holistic financial planning, with previous use of Intelligent Office being a significant...

**JOB TITLE**:Production Planner Assistant **SALARY**:Competitive **HOURS**:37 ½ hours per wk -Mon - Thurs 0815 - 1700/ Fri 0815 - 1245 (Overtime hours possible) **LOCATION**:Norwich, NR7 - Office based role We are seeking a highly organised and detail-oriented individual to join our team as a Production Planner Assistant. In this role, you will...

Role OverviewWe are seeking an experienced Financial Planner Assistant to join our established Financial Planning team at Service Service Employment Agency Limited. This is an excellent opportunity for a professional with a strong background in financial services to grow their career.The ideal candidate will have experience working in a Financial Planning...

Job Title: Experienced Financial Consultant Wanted">Company Overview: Service Service Employment Agency Limited is looking for an experienced and competent Financial Planner to join our team. We offer a challenging role with opportunities for professional growth and development.">Salary: The salary for this position will be in the range of 60-75K PA, plus...

About the RoleAs a Financial Planning Assistant, you will provide exceptional support to the Financial Planners in ensuring a fully compliant service and excellent client experience is maintained at all times.You will receive incoming telephone calls and mail, handle them appropriately, maintain office systems, including data management and electronic...

About the RoleThis permanent position is based in our city centre office and requires the successful candidate to provide sales support to Independent Financial Planners, assist in obtaining new business, and efficiently servicing existing clients. The role also involves administration of new and existing life, pension, and investment business, as well as PA...

Paraplanner / Technical Planner Job DescriptionRole Overview:We are seeking an experienced Paraplanner / Technical Planner to join our client's Financial Planning team. As a key member of the team, you will be responsible for providing research and report writing support to the Financial Planners, ensuring all compliance requirements are met for new and...

Job Title: Paraplanner / Technical PlannerJob Summary:We are looking for a highly skilled Paraplanner / Technical Planner to join our client's Financial Planning team. As a key member of the team, you will be responsible for providing research and report writing support to the Financial Planners, ensuring all compliance requirements are met for new and...

Job Opportunity:Career OverviewThis is an excellent chance to become part of a well-established team of professionals in wealth management and retirement provision. As a Financial Planner Assistant, you will provide sales support to Independent Financial Planners, administer new and existing life, pension, and investment business, and assist with PA...

Job Description:We are seeking an experienced Financial Planner to join our team at Service Service Employment Agency Limited. As a Financial Planner, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.Key Responsibilities:Contacting clients and setting up meetings to discuss their...

About This Opportunity:This is an exceptional chance to become part of a leading firm in wealth management, collaborating with a team of experts who deliver exceptional service and professionalism.To succeed in this role, you will need at least four years of experience in comprehensive financial planning. Familiarity with Intelligent Office is highly...

Role Summary:Wealth Management Assistant PositionThis role presents an exceptional opportunity to collaborate with a team of experienced professionals in wealth management and retirement provision. As a Financial Planner Assistant, you will be responsible for providing sales support to Independent Financial Planners, managing new and existing life, pension,...