Financial Services Operations Assistant

4 days ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

**Company Overview**

We are a well-established Financial Planning firm based in the outskirts of Norwich, with an excellent working environment where you are well looked after and valued.

Our team is dedicated to providing exceptional service to our clients, and we are seeking an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join our friendly group of existing staff.

**Job Description**

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).

You will be responsible for ensuring the client always receives the highest level of service, working closely with Advisers, Directors and Paraplanners.

Key responsibilities include arranging plans and investments as recommended by the Advisers, providing administrative and technical support to enable them to advise their clients accordingly, ensuring compliance and regulatory requirements are adhered to.

**Required Skills and Qualifications**

To succeed in this role, you will need:

  • A good understanding of financial services terminology
  • Knowledge of financial services solutions and associated regulatory and compliance requirements (for example tax efficient investments, retirement provision, investments, protection, 'know your client')
  • Ensuring processes and procedures are followed and service standards are met

**Benefits**

We offer a competitive salary, **£25,000 - £30,000 per annum**, depending on experience, plus benefits including death in service 4 x salary, free parking, holiday entitlement of 26 days (an extra day off for your birthday if it falls on a working day) and financial assistance with further and ongoing studies.



  • Norwich, Norfolk, United Kingdom Atkinson Moss Full time

    Job Title: Financial Services AssistantAbout the Role:We are seeking a highly skilled and organized Financial Services Assistant to join our team at Atkinson Moss. As a key member of our finance department, you will provide vital support to our senior finance business partner, ensuring the smooth operation of our financial systems.Key Responsibilities:*...


  • Norwich, Norfolk, United Kingdom Financial Divisions Full time

    Establish a thriving client portfolio in the Colchester area by overseeing existing relationships and cultivating new connections.As a respected Financial Adviser, you will leverage your expertise to drive growth and deliver exceptional results for high net worth individuals in East Anglia and London.This role is ideal for an experienced Financial Planner...


  • Norwich, Norfolk, United Kingdom Blusource Professional Services Ltd Full time

    Job 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...


  • Norwich, Norfolk, United Kingdom Financial Divisions Full time

    Financial 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...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Are you looking for a challenging and rewarding role in financial services? We have an exciting opportunity for a Financial Services Assistant Manager to join our team at Service Service Employment Agency Limited.Job DescriptionThis is an ideal opportunity for a driven individual to provide high-level financial planning support and servicing to clients. The...


  • Norwich, Norfolk, United Kingdom Epos Now Full time

    Job Title: Financial Operations CoordinatorWe are looking for a skilled Financial Operations Coordinator to help us manage our financial operations in the UK. In this role, you will be responsible for maintaining accurate financial records and providing support to the finance team.Key Responsibilities:Post payments and perform payment gateway receipt...


  • Norwich, Norfolk, United Kingdom Financial Divisions Full time

    About 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,...

  • Financial Assistant

    5 days ago


    Norwich, Norfolk, United Kingdom CV-Library Full time

    Job Title: Financial AssistantSalary:£20,000 - £25,000 per annumAbout the OpportunityOur client operates within the professional services environment and has a permanent, full-time vacancy for a Finance Apprentice to join their close-knit accounts team.This role involves working on a wide variety of tasks to help build necessary skills, while spending one...


  • Norwich, Norfolk, United Kingdom Norwich City Services Ltd Full time

    At Norwich City Services Ltd, a company wholly owned by Norwich City Council, we pride ourselves on our ambition and commitment to excellence. Our team is dedicated to maintaining the city's infrastructure, parks, and properties, providing vital services across the city.We are seeking an inspirational Director of Finance & Corporate Services to join our...


  • Norwich, Norfolk, United Kingdom Pure Resourcing Solutions Limited Full time

    Pure Resourcing Solutions Limited is seeking a highly skilled Senior Finance Officer to join their team in Norwich. As a key member of the finance team, you will play a vital role in ensuring the smooth operation of financial transactions and providing support to the management team. This is an excellent opportunity for a motivated and experienced finance...


  • Norwich, Norfolk, United Kingdom Keeler Recruitment Ltd Full time

    Financial Operations ManagerKeeler Recruitment Ltd is seeking a highly skilled Senior Finance Officer to manage our financial operations in Norwich. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to work independently.About the RoleManage accounts payable and sales invoices process to ensure...


  • Norwich, Norfolk, United Kingdom Norwich City Community Sports Foundation Full time

    The Norwich City Community Sports Foundation is seeking a highly skilled Assistant Management Accountant to join its team.This role plays a crucial part in supporting the day-to-day operations of the core finance functions and assisting with account management. The successful candidate will be responsible for producing accurate and timely finance reports,...


  • Norwich, Norfolk, United Kingdom R G Carter Construction Full time

    R G Carter Construction is seeking an experienced Assistant Financial Accountant to join their team. The ideal candidate will have a strong background in financial management and accounting principles, with excellent analytical and problem-solving skills.Key ResponsibilitiesAssist the Financial Accountant in preparing and developing financial information to...


  • Norwich, Norfolk, United Kingdom R G Carter Construction Full time

    About the RoleThis Assistant Financial Accountant position at R G Carter Construction requires an experienced professional to support the Financial Accountant. The successful candidate will prepare, develop and analyse financial information to enable informed decision-making.Key Duties:Assist in the preparation of financial statements under FRS 102,...


  • Norwich, Norfolk, United Kingdom Schroders Full time

    Job Title: Senior Financial Operations ManagerEstimated Salary: $85,000 - $110,000 per annumAbout the Role:We are seeking a highly skilled and experienced Senior Financial Operations Manager to join our team at Schroders. As a key member of our operations function, you will be responsible for managing major financial incidents from inception to closure.You...

  • Financial Advisor

    3 weeks ago


    Norwich, Norfolk, United Kingdom Countrywide Mortgage Services Full time

    We are looking for a Financial Advisor - Mortgage Services to join our team in Watton, Norfolk. As a key member of our estate agency, you will be responsible for providing expert mortgage advice to clients, working closely with our colleagues in Estate Agency.The successful candidate will have a strong background in mortgage services, with the ability to...


  • Norwich, Norfolk, United Kingdom Keeler Recruitment Ltd Full time

    Job Title: Head of Financial OperationsLocation: NorwichSalary: £95,000 - £115,000 per annumCompany BackgroundWe are a dynamic family-owned business based in Norwich with a focus on growth and expansion.This is a key role, requiring an experienced professional to lead the financial operations and drive business success.ResponsibilitiesFinancial...


  • Norwich, Norfolk, United Kingdom Norwich Diocesan Board of Finance Limited Full time

    Are you a detail-oriented accounting professional looking for a new challenge? We are seeking an experienced Financial Operations Specialist to provide support to our finance team.£25,123 to £27,652 pa (dependent on qualifications and experience)The purpose of this role is to deliver high-quality accounting services to the Norwich Diocesan Board of Finance...


  • Norwich, Norfolk, United Kingdom ELP Consult Full time

    Job Title: Financial Operations ManagerWe are seeking an experienced Financial Operations Manager to join our team at ELP Consult in Norwich, UK. The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience.About the Role:This is a challenging and rewarding opportunity to lead financial operations and drive business growth. As...


  • Norwich, Norfolk, United Kingdom CV-Library Full time

    Job Title: Financial Operations SpecialistLocation: Great YarmouthHours: 12 to 15 hours per weekSalary: £13.50 per hourWe are seeking a highly skilled and organized individual to support our accounting operations on a part-time basis.The ideal candidate will possess excellent time management skills, with the ability to work accurately and efficiently under...