Chartered Financial Planning Support
7 days ago
- Manage and process mortgage cases from submission to completion, undertaking research as required.
- Communicate effectively with clients and providers, responding to queries via phone, email, and post in a timely manner.
- Ensure accurate and efficient maintenance of client records and data.
To succeed in this role, you should have a strong understanding of FCA rules, ethics, and financial regulations. A CeMAP qualification is also desirable.
A strong IT skill set, particularly MS Office Word and Excel, is essential, as well as excellent organizational and communication skills. The ability to work within a team environment and adapt to changing priorities is also crucial.
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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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Chartered Planning Professional
4 weeks ago
Norwich, Norfolk, United Kingdom Penguin Recruitment Ltd Full timePenguin Recruitment Ltd invites applications from experienced Chartered Town Planners to fill a vacant position in their Norwich office. This exciting opportunity promises a stable and fulfilling career path.About the RoleThe successful candidate will be responsible for leading projects, working closely with the team, and continually developing their skills....
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Financial Planning Specialist
4 days 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 Planning Support Specialist
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeRole OverviewWe are seeking an experienced Financial Planner Assistant to join our established Financial Planning team at Service Service Employment Agency Limited. This is an excellent opportunity for a professional with a strong background in financial services to grow their career.The ideal candidate will have experience working in a Financial Planning...
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Financial Planning Support Specialist
4 days ago
Norwich, Norfolk, United Kingdom CV Library Full timeJob Opportunity:Career OverviewThis is an excellent chance to become part of a well-established team of professionals in wealth management and retirement provision. As a Financial Planner Assistant, you will provide sales support to Independent Financial Planners, administer new and existing life, pension, and investment business, and assist with PA...
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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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Estate Planning Administrator
4 weeks ago
Norwich, Norfolk, United Kingdom Foresight Estate Planning & Will Writing Full timeWe 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...
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Financial Planning Assistant
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeA 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...
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Financial Planning Specialist
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeWe are seeking a highly skilled Financial Planning Specialist to join our team at Service Service Employment Agency Limited.Job SummaryThis is an exciting opportunity for a talented individual to provide high-level financial planning support and servicing to clients as part of our dynamic team. The successful candidate will be responsible for servicing...
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Compliance Specialist
6 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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Financial Planning Specialist
2 days ago
Norwich, Norfolk, United Kingdom Nxtgen Recruitment Full timeNxtgen 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...
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Financial Planning and Analysis Professional
2 days ago
Norwich, Norfolk, United Kingdom Huntress - Maidstone Full timeJob Description: Financial Planning and Analysis ProfessionalHuntress is a leading organisation based in Maidstone, seeking a skilled Financial Planning and Analysis Professional to join our team. The successful candidate will support the preparation and reconciliation of annual budgets, ensuring alignment with our corporate business plan.The ideal candidate...
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Financial Planning Advisor
6 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeOur client is an established independent financial planning practice based in Norwich, covering clients across the UK.Job DescriptionThe successful candidate will be responsible for contacting clients, setting up meetings, and conducting thorough reviews of their financial situations. They will also design and implement personalized financial plans to help...
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Financial Planning Specialist
2 days ago
Norwich, Norfolk, United Kingdom Norse Group Full timeAbout 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...
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Financial Planning Consultant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAt 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...
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Financial Planning Manager
4 weeks ago
Norwich, Norfolk, United Kingdom Hays Senior Finance Full timeAre you a seasoned tax professional looking for a new challenge? As a Financial Planning Manager at Hays Senior Finance, you will play a key role in helping our clients navigate the complexities of personal tax compliance and advisory assignments.Salary: The salary for this position is £60,000 - £80,000 per annum, depending on experience.Job...
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Senior Financial Planning Consultant
6 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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Mental Health Support Specialist
4 weeks ago
Norwich, Norfolk, United Kingdom Beacon Support Full timeBeacon Support Ltd. is a leading provider of mental health support services, and we are currently seeking a highly skilled Mental Health Support Specialist to join our team.The successful candidate will have experience working with students with disabilities and mental health conditions, and will be able to provide one-to-one support in their higher...
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Strategic Financial Planning Director
4 days ago
Norwich, Norfolk, United Kingdom CV-Library Full timeFinancial Planning and Analysis RoleWe are seeking a talented financial professional to join our team as a Plant Financial Controller in Norwich, UK. In this key role, you will be responsible for developing and overseeing budgets, financial forecasts, and variance analysis to ensure accurate financial reporting and compliance with regulations.Key...
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Financial Planning Specialist
4 days ago
Norwich, Norfolk, United Kingdom CV-Library Full timeThis role oversees finance for a small to medium-sized enterprise, playing a crucial part in the business's overall strategy and performance.Job OverviewWe are seeking an experienced accounting professional to manage all aspects of company finance, including preparation and distribution of statutory accounts, management accounts, budgets, forecasts, and tax...