Financial Planning Assistant

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...

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...

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...

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...

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 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...

Atkinson Moss Job Description:We are seeking a highly organized and detail-focused Budget and Financial Planning Specialist Assistant to join our team at Atkinson Moss. This exciting opportunity offers the chance to work closely with senior finance professionals and contribute to the effective management of our finances.Key Responsibilities:- Collaborate...

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...

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...

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...

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 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 OverviewThe One Group is seeking a skilled Financial Planning and Analysis Manager to join our team. This role involves working closely with clients to provide them with accurate and timely financial information.Main Responsibilities:Manage workloads effectively, keeping the team informed on progress and raising questions as neededSupport senior team...

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...

Job 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...

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...

Paraplanner / 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...

About Cw4Cw4 is a forward-thinking company based in Norwich, UK, seeking a Senior Financial Planning Role to join our finance team.This is a great opportunity to work with a high-growth business and take ownership of key financial processes, from preparing monthly management accounts to overseeing budgeting and forecasting. Our company culture is built on a...

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...

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...