Financial Planning Professional

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...

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...

Job 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...

Service Service Employment Agency LimitedThis is an exciting opportunity to work with one of the county's most prestigious firms, renowned for wealth management and high professional standards. The ideal candidate will have at least four years of experience in holistic financial planning, with previous use of Intelligent Office being a significant...

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...

Role 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...

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...

Job 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 -...

This 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...

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...

My clients, a reputable and well-established financial planning practice, are seeking an experienced part-time Financial Advice Professional to work with them in an office-based setting. The ideal candidate will benefit from the inheritance of an existing mature book of business, allowing for immediate servicing and development.Salary and BenefitsA...

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...

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...

Our 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...

Job Overview:Austin Fraser seeks a skilled and part-qualified Assistant Accountant to manage accounting tasks efficiently. This role is ideal for professionals exceling in independent financial data processing, utilising Excel for planning and process mapping.Key Responsibilities:Conduct general accounting tasks with accuracy and timeliness.Apply advanced...

Financial 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...

Develop Your Career in Corporate FinanceWe are seeking a Corporate Finance executive to join our team and support the senior leadership in recruiting candidates for this key role.The primary objectives of this position include liaison with clients and other professionals, preparation of business plans, information memorandum, and supporting financial...

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...

We 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...