Administrative Support for Financial Planners

Administrative Support Officer - Financial ServicesWe are recruiting an experienced Administrative Support Officer to join our financial services team at Service Service Employment Agency Limited.About the JobIn this role, you will provide high-level administrative support to our financial planners, ensuring that all client records and data are maintained...

About James Phillip Financial RecruitmentWe are currently seeking an experienced FP Support to join our team as part of a busy and growing team.The successful candidate will be working alongside Paraplanners and Chartered advisers, supporting them with day-to-day administration tasks.This role includes processing new business applications, chasing...

Administrative Support ProfessionalWe are looking for a highly organized and detail-focused Administrative Support Professional to support our financial planning team at Service Service Employment Agency Limited.About the Job:Support financial planners in creating client valuation reports and review packages.Process and manage post-review documentation 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...

Looking for a career opportunity that combines finance and administration? Our client, a chartered firm based in Norwich, is seeking a skilled Financial Administrator to join their Suffolk office. With over 50 years of experience in providing advice to clients across Norfolk and beyond, this is an excellent chance to be part of a successful team.About the...

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...

We are seeking an accomplished Financial Planning Administrator to join our thriving team, supporting the delivery of high-quality services to our clients. This role offers an exceptional opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry. Key responsibilities include: Providing...

A dynamic and growing brokerage is seeking an experienced FP support professional to join their busy team. The successful candidate will work collaboratively with Paraplanners and Chartered advisers, providing administrative support in a fast-paced environment. The role offers two positions available, each with opportunities for career growth and development...

Career Opportunities:Financial Planning Support RoleThis position offers a unique chance to join a successful team in wealth management and retirement provision. As a Financial Planner Assistant, you will support Independent Financial Planners, handle new and existing life, pension, and investment business, and assist with administrative tasks.Key...

We are currently seeking an experienced Financial Planning Administrator to join our busy team, providing administrative support to our Paraplanners and Chartered advisers. This role offers an exciting opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry. Key responsibilities include: Providing...

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...

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,...

Join us at Service Service Employment Agency Limited as a Financial Planning Assistant and become part of a dynamic team dedicated to excellence in wealth management. With a strong background in holistic financial planning, you will be responsible for supporting our Financial Planners in delivering high-quality services to our clients.Your key...

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...

The role of Financial Administrator at R13 Recruitment involves providing administrative support to the business in Norfolk and Suffolk.This full-time, permanent position is based in Norwich and offers a salary between £25,000 and £28,000 depending on experience.Company Overview: A highly successful organisation provides a range of services to clients,...

Job Title: Financial AdministratorWe are seeking an experienced Financial Administrator to join our team at JobsBatch in Norwich. The successful candidate will have excellent financial management skills and be able to work effectively in a busy primary school office.About the Role:Responsible for the purchase ledger, including raising POs, obtaining approval...

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...

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...

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...