Independent Wealth Management Assistant

5 days ago


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

Service Service Employment Agency Limited seeks a motivated and dedicated Independent Wealth Management Assistant to join our growing team.

About the Position

In this role, you will assist our Team Leader in delivering exceptional client service and paraplanning support, leveraging your technical expertise and analytical skills to drive business success.

You will be responsible for conducting thorough research and analysis, updating client information, and collaborating with Wealth Managers to achieve outstanding results.

Main Responsibilities
  • Maintain accurate and up-to-date client records.
  • Collaborate with Wealth Managers to develop tailored investment strategies.
  • Prepare detailed reports and presentations for clients and stakeholders.
Requirements

To excel in this role, you will require:

  • A CII Level 4 Diploma in Financial Planning.
  • Strong communication and interpersonal skills.
Benefits and Opportunities

We offer a competitive remuneration package, including an estimated salary of £32,000 - £37,000 per annum, depending on experience.

Additionally, our employees enjoy a range of benefits, including 23 days annual leave, Bank holidays, and additional company Christmas leave.



  • Norwich, Norfolk, United Kingdom Heritage Wills Full time

    Are you passionate about helping clients achieve their wealth management goals? We are seeking a Wealth Management Advisor to join our team at Heritage Wills.As a Wealth Management Advisor, you will be responsible for providing expert advice to clients on their estate planning needs, developing customized financial plans, and providing ongoing support to...


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

    About the CompanyService Service Employment Agency Limited is a respected wealth management company based in Norwich. We provide investment and retirement advice to a high-net-worth client base and pride ourselves on delivering exceptional service.We are committed to creating a positive and supportive work environment where our employees can thrive. If you...


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

    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...


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

    About Us">Our client is a reputable and well-established financial planning and wealth management practice based just south of Norwich. They are seeking a skilled Client and Service Delivery Assistant to join their team, providing administrative support to their Financial Planners and helping them to deliver excellent customer service. ">The successful...


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

    Serve as a vital member of our team at Service Service Employment Agency Limited, where we offer a comprehensive package of benefits to our valued employees.As a Wealth Management Professional, you will have the opportunity to work closely with experienced financial planners, providing administrative support and contributing to the success of our...


  • Norwich, Norfolk, United Kingdom Clapham & Collinge Full time

    We are offering an exciting opportunity for a 2 year + PQE solicitor to join our thriving Court of Protection and general Private Client team in Norwich.About the RoleThis challenging position involves managing a caseload of private client matters, including high value/complex probate and estate planning for high net worth individuals.Wills and Inheritance...

  • Care Assistant

    3 weeks ago


    Norwich, Norfolk, United Kingdom Hilton Community Services Ltd Full time

    About the Role:">We are currently recruiting for a Care Assistant to provide support to individuals with learning disabilities in their own homes. As a Care Assistant, you will play a vital role in ensuring the health, safety, and well-being of our service users, promoting their independence and autonomy.">Key Responsibilities:">">Assist service users with...


  • Norwich, Norfolk, United Kingdom Home Support Matters Full time

    About the Role:We are seeking a dedicated and experienced care assistant to join our team as a live-in care worker. As a member of our team, you will have the opportunity to work closely with our clients to understand their needs and preferences.The ideal candidate will have at least 6 months of care experience in a community or care home setting and be...

  • Support Worker

    2 months ago


    Norwich, Norfolk, United Kingdom Norfolk Full time

    Job Title: Independent Living Support WorkerLocation: Caister-on-SeaWe are seeking a dedicated and compassionate Support Worker to join our team in Caister-on-Sea. As an Independent Living Support Worker, you will play a vital role in supporting young people to develop positive and effective independent living skills.About the Role:Support young people in...


  • Norwich, Norfolk, United Kingdom Prestige Nursing & Care Full time

    Prestige Nursing & Care: A Committed Partner in CareWe take pride in being a trusted provider of high-quality care services, and we're committed to making a positive difference in the lives of our clients. Our approach is centered around empathy, understanding, and respect for individual needs.The Job:This role involves supporting an independent lady in the...


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

    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...


  • Norwich, Norfolk, United Kingdom R13 Recruitment Full time

    R13 Recruitment is working in partnership with a well-respected, award-winning financial advisory organisation to find an exceptional candidate for a Client Services Support role.This is an opportunity to join an impressive client services support team who have a wealth of knowledge and expertise, utilising their experience across the firm's Financial...


  • Norwich, Norfolk, United Kingdom Medmatch Full time

    About the RoleWe are seeking an experienced Senior Dental Associate to join our esteemed independent dental practice in the North of Norwich, Norfolk. This is a fantastic opportunity to work in a luxurious environment with access to specialist treatments and a friendly, professional support team.Key Job DetailsThis is a full-time or part-time, ongoing...

  • UK Law Firm Partner

    1 week ago


    Norwich, Norfolk, United Kingdom Errington Legal Full time

    Earn up to £130,000 per annum in a challenging yet rewarding role as a Legal Director or Partner at Errington Legal, a leading UK law firm.We are seeking a seasoned professional with extensive experience in private wealth law to join our Private Wealth division. This individual will be responsible for managing a portfolio of clients, advising on complex...


  • Norwich, Norfolk, United Kingdom FitzRoy Full time

    FitzRoy is a national charity dedicated to providing care and support to hundreds of people with diverse needs. As a Care and Support Assistant, you will play a vital role in empowering individuals to lead fulfilling lives.Job SummaryWe are seeking a compassionate and flexible individual to join our team as a Care and Support Assistant. In this rewarding...


  • Norwich, Norfolk, United Kingdom Center Healthcare Full time

    Centre Healthcare is a dynamic and forward-thinking organisation that specialises in providing exceptional homecare services to individuals with complex health needs.The OpportunityWe are seeking Dedicated Homecare Assistants to join our team and help us deliver high-quality, nurse-led care to our service users. As a Dedicated Homecare Assistant, you will...


  • Norwich, Norfolk, United Kingdom Prestige Nursing Full time

    Job Overview: Prestige Nursing is seeking a highly skilled and compassionate Care Support Assistant to join their team in Norfolk. This role requires providing support to clients in their own homes, promoting independence, and well-being.Key Responsibilities:Assist with daily living tasks, including personal care, meal preparation, and medication...


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

    We are looking for an experienced Advisory Support Specialist to join our dynamic team at Service Service Employment Agency Limited.Job SummaryIn this role, you will provide critical support to our Team Leader in client-facing activities and paraplanning tasks, ensuring seamless delivery of services and excellent client outcomes.You will be responsible for...


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

    Accounts Assistant Job SummaryWe are seeking a highly motivated and organized Accounts Assistant to join our team in Great Yarmouth. As a key member of the office team, you will be responsible for managing accounts, preparing payroll data, and performing various administrative tasks.The ideal candidate will have excellent accountancy experience, with strong...


  • Norwich, Norfolk, United Kingdom UKCIL Ltd Full time

    **Job Overview:** We are a family-focused organization dedicated to providing high-quality support services for families with children with autism.Our team is seeking a reliable and compassionate support assistant to join our family of caregivers. As a Support Assistant, you will play a vital role in supporting our client's daily needs, promoting...