Financial Services Professional
3 weeks ago
The estimated salary for this role is £28,000 - £38,000 per annum, depending on experience.
This position will be based in central Ipswich and requires you to provide hybrid support to the designated Team Leader in client service support and paraplanning support. You will maintain confidentiality and data protection at all times, participate in process design and improvement, and contribute to the delivery of high-quality client advice and service.
Your responsibilities will include providing day-to-day technical administrative support, accurately updating client information, and maintaining administrative work in Intelliflo Office (iO). Additionally, you will conduct fund research and analysis, prepare initial financial plans, and consult with Wealth Managers on client investment and tax planning.
To be successful in this role, you will require a CII Level 4 Diploma in Financial Planning or equivalent qualification, as well as GCSE English and Maths. The working hours are 5 hours per week, Monday to Friday, with annual leave starting at 23 days plus Bank holidays and discretionary additional company Christmas leave.
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Financial Professional
4 days ago
Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full timeJob Title: Qualified Accountant RoleThe firm Blusource Professional Services Ltd is looking for a qualified accountant to join their team in Norwich. The role involves managing a portfolio of clients, building relationships with them, and providing financial services.Key Responsibilities:Manage a portfolio of clients.Build and maintain good connections with...
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Financial Services Auditor
3 weeks ago
Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full timeJob Title: Financial Services AuditorAudit Assistant or Semi Senior position available at Blusource Professional Services Ltd in Norwich.Key Responsibilities:Auditing entities across various industries, including financial statements, management accounts, and other relevant documents.Preparing accurate and timely accounts for clients, adhering to all...
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Financial Accountant
2 months ago
Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full timeAccounting Portfolio ManagerWe are seeking an accomplished Accountant to join our team at Blusource Professional Services Ltd. As an Accounting Portfolio Manager, you will be responsible for managing a portfolio of clients and providing financial services to support their business growth. Key responsibilities include creating and reviewing financial...
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Accountant and Financial Manager
3 days ago
Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full timeJob Description: We are seeking a highly skilled and experienced accountancy professional to join our team at Blusource Professional Services Ltd in Norwich. As a key member of our team, you will be responsible for managing a portfolio of clients, building strong relationships with them, and providing high-quality financial services.Responsibilities...
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Financial Services Professional
3 weeks ago
Norwich, Norfolk, United Kingdom Anglian Home Improvements Full timeJob DescriptionAt Anglian Home Improvements, we are seeking an experienced Financial Services Professional to join our legal team.This role involves resolving complex customer complaints and providing exceptional service in a fast-paced environment. The ideal candidate has experience in the financial services sector and is passionate about delivering...
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Financial Services Professional
2 months ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeService Service Employment Agency Limited is seeking a highly skilled Financial Services Professional to join their team in central Norwich. The ideal candidate will have experience working in the financial services profession and excellent communication and IT skills.The role involves working closely with advisers and other professionals, completing...
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Financial Services Professional
3 days ago
Norwich, Norfolk, United Kingdom Postify Ltd Full timePostify Ltd is looking for a highly skilled Financial Services Professional to support their growth.The successful candidate will have a strong background in bookkeeping and accounting, with a minimum of 3 years of experience in a similar role, and be proficient in using software such as Xero, Quickbooks, and Sage.The estimated salary for this position is...
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Financial Services Professional
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeService Service Employment Agency Limited, a reputable financial planning practice based in the East of England, seeks an experienced Financial Advice Professional to work part-time. The ideal candidate will leverage an existing mature book of business, servicing and developing lasting client relationships.The role offers a competitive salary, bonus...
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Financial Planning Specialist
3 weeks ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeFinancial Division OverviewEstablished for over 15 years, we pride ourselves on providing high-quality advisory services to families and professionals with significant investable assets.Salary and BenefitsThe role offers a competitive salary of £100,000 - £150,000, depending on experience, along with flexible working arrangements and opportunities for...
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Financial Services Professional
2 weeks ago
Norwich, Norfolk, United Kingdom Anglian Home Improvements Full timeJob OverviewWe are seeking a skilled Financial Complaints Handler to join our team at Anglian Home Improvements. This is an excellent opportunity for a proactive and dedicated finance professional looking to make a significant impact.The ideal candidate is an experienced financial services professional with strong complaint resolution skills, in-depth...
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Professional Services Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd: A Career Opportunity in Audit and AssuranceWe are a leading regional accountancy firm offering a range of services, including audit and assurance. Our audit team in Norwich is seeking a highly motivated and detail-oriented individual to fill the role of Audit Assistant or Semi Senior.The ideal candidate will possess...
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Financial Services Professional
3 weeks ago
Norwich, Norfolk, United Kingdom Citrus Recruit Ltd Full timeCitrus Recruit Ltd is excited to announce an opportunity for a highly motivated Financial Services Professional to take on a challenging role in business development.You will be responsible for prospecting new and existing businesses to grow the loan book, working alongside a dynamic team of BDMs based across the country.This is an exciting time to join the...
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Senior Financial Planning Position
3 days ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeHNW Financial Planning PositionRole Summary:Financial Divisions is seeking a Financial Adviser to manage an existing book of business from a retiring adviser and bring on new clients. This role requires a strong understanding of financial planning and wealth management principles.Key Responsibilities:Develop and implement customized financial plans for high...
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Customer Service Professional
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleService Service Employment Agency Limited is seeking a skilled Financial Services Administrator to join our team. This exciting opportunity offers the chance to work with a variety of clients and stakeholders, providing high-quality administrative support in the financial sector.Duties and Responsibilities:Issuance of Recommendation Letters and...
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HNW Financial Consultant
3 weeks ago
Norwich, Norfolk, United Kingdom Financial Divisions Full timeAbout UsOur company has built a strong reputation for delivering exceptional service to our clients, who hold between £150,000 and £350,000 of investable assets. We prioritize building long-term relationships and offer a holistic approach to wealth management.Job RequirementsWe require a skilled Financial Adviser with experience managing client portfolios,...
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Financial Services Professional
3 days ago
Norwich, Norfolk, United Kingdom Anglian Home Improvements Full timeJob DescriptionWe are looking for a highly skilled Complaint Handler to join our legal team at Anglian Home Improvements. As a key member of our team, you will be responsible for delivering exceptional customer service and resolving complex issues.Key Skills and Qualifications:Excellent communication and problem-solving skillsMinimum 2 years' experience in...
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Norwich, Norfolk, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeSenior Audit and Financial Services ProfessionalThe Levitate Recruitment team is pleased to work with a leading firm of accountants in Norwich, seeking an experienced Audit & Accounts Senior. This mixed role involves undertaking audits and accounts work, both in the office and at client premises.Responsibilities:Running group audits and preparing financial...
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Qualified Accountant Role
3 days ago
Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full timeJob Summary: We are a dynamic and growing firm, Blusource Professional Services Ltd, based in Norwich, seeking an experienced and skilled accountancy professional to join our team as a qualified accountant. This is an exciting opportunity to work in a fast-paced environment, managing a portfolio of clients and providing high-quality financial...
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Financial Services Advisor
2 months ago
Norwich, Norfolk, United Kingdom Alan Boswell Group Full timeWe're looking for a talented Financial Services Advisor to join our team in Norwich. As a Financial Services Advisor, you will be responsible for providing expert advice on insurance, risk management, and financial services to our clients.You will work closely with our clients to understand their financial goals and develop tailored solutions to meet their...
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Administrative Professional Financial Services
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeCompany Overview:We are Service Service Employment Agency Limited, a boutique advice practice based in Norfolk.Job Summary:We are seeking an experienced financial services administrator/trainee paraplanner to join our team.Responsibilities:Liaise with advisers and colleagues on all aspects of the business process.Communicate with insurance companies and...