Paraplanner Role
2 days ago
We are seeking a skilled Pension Administrator to join our client's team in Central Norwich. As a key member of the financial professionals' team, you will be responsible for providing high-quality administrative support to Advisers and contributing to the success of the practice.
**About the Company:**
Our client has a strong reputation for delivering exceptional financial services to its clients. With a presence in central Norwich and rural Norfolk, they offer a unique opportunity to work in a fast-paced environment with a talented team of professionals.
**Responsibilities:**
The successful candidate will work closely with Advisers, completing Suitability Reports, fund and product research, maintaining back office systems, dealing directly with clients and providers, and providing general client support. You must have excellent written communication and listening skills, be a team player, honest, and well-organised.
**Requirements and Benefits:**
Level 4 qualified (ideally), experience working within a financial advice firm, excellent communication and IT skills, and knowledge of platform providers and FE Analytics are essential requirements. Upon completion of probation, the successful candidate will receive a pension contribution of 8% of salary per annum, private medical insurance, and 4x salary death in service. The salary is £28,000.00 per year, with 35 hours per week, Monday to Friday, 9am – 5pm.
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Pensions Paraplanner
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeWe are looking for a highly motivated Pensions Paraplanner to join our team in central Norwich. As a key member of our team, you will be responsible for providing administrative support and assisting with the preparation of suitability reports and other documents.You will work closely with our experienced advisers and other paraplanners to ensure that all...
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Paraplanner Role for Financial Advisers
4 weeks ago
Norwich, Norfolk, United Kingdom Alan Boswell Group Full timeJob DescriptionWe are seeking a highly skilled Paraplanner (Technical Planner) to join our team of financial advisers. The successful candidate will be responsible for providing technical planning support, assisting with the preparation of financial plans and reports, and communicating effectively with clients and colleagues.About YouDiploma in Financial...
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Pensions Administrator
2 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeParaplanner RoleA dynamic and experienced Paraplanner is required to join our client's team in Norwich city centre. As a key member of the financial professionals' team, you will be responsible for providing high-quality support to Advisers and contributing to the success of the practice.**About the Company:**Our client has a strong reputation for delivering...
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Compliance Specialist
7 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeParaplanner / 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...
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Technical Financial Services Professional
7 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob 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...
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Senior Financial Planner
1 month ago
Norwich, Norfolk, United Kingdom Fram Executive Search Limited Full timeAbout the Role: We are seeking a skilled individual to collaborate with our growing team in Norwich to provide financial planning support and assistance with financial plans. This opportunity has arisen due to internal growth and a need for additional support.Key Responsibilities:Handle client data, financial information, and plansSupport the paraplanner...
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Client Servicing Coordinator
22 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJoin Our TeamWe are looking for a motivated and organized Client Servicing Coordinator to join our team in Norwich. As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting our Advisers and Paraplanners in their roles.Main ResponsibilitiesCoordinate client reviews and updates, ensuring timely...
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Administrative Support Specialist
1 day ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleWe are seeking a highly skilled Administrative Support Specialist to join our team in Norwich. The successful candidate will be responsible for providing administrative support to our Advisers and Paraplanners, ensuring seamless delivery of financial planning services to clients.Key ResponsibilitiesAssist in the preparation of client review...
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Financial Services Administrator
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeCompany OverviewWe are a well-established Financial Planning firm that offers an excellent working environment where you are well looked after and valued.Our firm has been trading since 2010, providing top-notch services to our clients. We are seeking an experienced Administrator with a strong background in an IFA Practice setting to join our friendly group...
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Senior Financial Planning Consultant
7 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeCompany OverviewService Service Employment Agency Limited is a well-established employment agency that provides top-notch talent to leading organizations in the financial sector. Our team of experts is dedicated to connecting skilled professionals with exciting career opportunities.Job Description:We are seeking an experienced Paraplanner / Technical Planner...
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Norwich, Norfolk, United Kingdom James Phillip Financial Recruitment Full timeA 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...
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Financial Planning Professional
4 weeks ago
Norwich, Norfolk, United Kingdom Alan Boswell Group Full timeJob SummaryWe are seeking an experienced Paraplanner (Technical Planner) to provide critical support to our team of Financial Advisers. As a key member of our team, you will work closely with our financial advisers to deliver exceptional client service.About the RoleSalary: £35,000 - £45,000 per annum, depending on experienceCareer Progression...
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Financial Planning Assistant
21 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob OverviewService Service Employment Agency Limited is seeking an experienced Financial Planning Assistant to join their team in Norwich. This role offers a unique opportunity for individuals to work with a reputable employer who promotes from within and encourages staff development.Salary and BenefitsThe estimated salary for this position is £25,000 -...
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Financial Services Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title:Financial Services AdministratorAbout the Role:We are seeking an experienced financial services administrator/trainee paraplanner to join our boutique advice practice in Norfolk. As a key member of our team, you will be responsible for liaising with advisers and colleagues on all aspects of the business process.Duties and Responsibilities:Liaise...
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Financial Services Operations Assistant
5 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...
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Paraplanner
2 months ago
Norwich, United Kingdom Fram Executive Search Limited Full timeFram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition of a seasoned financial advisor to the firm. Our client is...
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Paraplanner
2 months ago
Norwich, United Kingdom Fram Executive Search Limited Full timeFram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition of a seasoned financial advisor to the firm.The experience...
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Client Services Support
3 weeks ago
Norwich, United Kingdom R13 Recruitment Full timeR13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...
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Client Services Support
2 months ago
Norwich, United Kingdom CV-Library Full timeR13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...
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Client Services Support
4 weeks ago
Norwich, United Kingdom R13 Recruitment Full timeR13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial...
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Financial Adviser
6 months ago
Norwich, United Kingdom Anglian Wealth Management Full time**Job Description - Financial Adviser** Hours: full time, either employed or self employed **Salary**: negotiable St James Place Wealth Management plc (SJP) is a leading and highly regarded FTSE100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. Anglian...
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Norwich, United Kingdom R13 Recruitment Full timeCompany OverviewR13 Recruitment is working in partnership with a well-respected, award-winning financial advisory organisation to find an individual to join their impressive client services support team.SalaryThe salary for this full-time position is between £25,000 and £28,000, depending on experience, with opportunities for growth within the firm's...