Experienced Financial Planning Administrator for Leading Brokerage

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...

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...

Service Service Employment Agency Limited, a leading financial services company, has a part-time opportunity available for an experienced Financial Administrator. The successful candidate will inherit an established client base and focus on building strong relationships with clients.Key highlights of this role include:Part-time employment with flexibility to...

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...

We are a professional and supportive estate planning company based in Norwich, UK. Our team offers growth opportunities and on-the-job training, while providing best advice and service to clients.Job ResponsibilitiesAdministrative Support: Provide administrative duties and support to our advisor team and clients.Client Documentation: Manage client legal...

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...

Key ResponsibilitiesThe Administrative Lead will be responsible for ensuring the school adheres to regulatory requirements, overseeing staff contracts, and maintaining accurate financial records. They will also handle parent inquiries and concerns objectively and according to the school's policy.A key aspect of this role is providing administrative support...

eNL is looking for a Trust Administration Lead to manage the financial aspects of trusts. The ideal candidate will have experience in trust administration, tax compliance, and financial management.About the RoleThe Trust Administration Lead will be responsible for managing the financial aspects of trusts, including the preparation of trust and personal tax...

Company 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...

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 Summary\We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our administrative staff, you will provide proactive support services to our advisers and clients.\In this role, you will be responsible for arranging plans and investments as recommended by our...

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 Limited is seeking an experienced Paraplanner to join their established Financial Planning team.About the RoleThis is an excellent opportunity for a skilled professional to work with a well-established team of wealth management and retirement provision experts.Key ResponsibilitiesProviding research and report writing support...

Service Service Employment Agency Limited is seeking an experienced Financial Planning Professional to join their established team of wealth management and retirement provision experts. This role presents a fantastic opportunity for career advancement in a reputable organization with a strong commitment to staff growth and development.Key...

At Service Service Employment Agency Limited, we're seeking a highly skilled Financial Planning Consultant to join our team.About the RoleThe successful candidate will provide hybrid support to our Team Leader in client service and paraplanning, ensuring accurate and timely delivery of services to maintain high-quality client advice and service.This includes...

Nxtgen Recruitment is excited to partner with a rapidly scaling business in Norwich, seeking an experienced Financial Planning Specialist to drive financial insights and growth.This dynamic role will be the first finance position within the company, reporting directly to the Managing Director. As a key member of the team, you will provide detailed financial...

About Norse GroupNorse Group is a leading provider of commercial, property, and care services in the UK. Our team supports the delivery and development of essential service functions through joint venture partnerships.**Job Opportunity**We have an exciting opportunity for an experienced Finance Business Partner to join our finance department based at our...

Company 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...

Service Service Employment Agency Limited is seeking a highly motivated Trainee Administrator to join our team in Norwich. As a Trainee Administrator, you will be responsible for providing technical and administrative support to our financial planning partners, managing our CRM database, and maintaining the accuracy of our back office system.The successful...

Job 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...