Financial Planning Assistant
19 hours ago
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 a fully compliant service and excellent client experience.
The ideal candidate will possess excellent administrative, analysis, and communication skills, with a high standard of written English. Good computer skills, including Excel and Word, are also essential.
In return for your hard work and dedication, you can expect a competitive salary of up to £30,000.00 per annum, a profit-related bonus, payable biannually, private medical insurance, an electric car scheme, and a pension with a 5% employer contribution.
We are looking for a motivated and proactive individual who is eager to learn new responsibilities and stay informed of compliance and regulatory changes.
-
Financial Planning Support Specialist
3 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...
-
Estate Planning Administrator
3 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...
-
Financial Planning Specialist
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeService Service Employment Agency Limited is seeking a skilled Paraplanner to support their Financial Planning team. The ideal candidate will have experience in research and report writing, with a strong understanding of financial planning compliance.Key ResponsibilitiesResearch and Report Support: Provide research and report writing support to Financial...
-
Financial Planning Specialist
3 weeks ago
Norwich, Norfolk, United Kingdom Lovewell Blake Full timeJob Title: Asset ManagementWe are seeking a highly skilled Financial Adviser to provide a comprehensive financial planning service to our clientsThe successful candidate will have a great opportunity to join a regional firm where they will have the autonomy to develop their area and client bankThe ideal candidate will have a commercial awareness of our...
-
Norwich, Norfolk, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking a Financial Planner to join our team at Financial Divisions. As an Independent Financial Advisor, you will be responsible for managing client bank transfers from retiring advisors over the next 3 years and bringing on new clients.About the RoleThis is a BRAND NEW ROLE that offers an attractive salary and benefits package, including...
-
Financial Planning Professional
2 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...
-
Financial Planning and Analysis Manager
19 hours ago
Norwich, Norfolk, United Kingdom The One Group Full timeJob 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...
-
Financial Planning Specialist
5 days 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...
-
Senior Financial Planning Role
3 weeks ago
Norwich, Norfolk, United Kingdom Cw4 Full timeAbout 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...
-
Financial Accountant Assistant
1 week ago
Norwich, Norfolk, United Kingdom R G Carter Construction Full timeR G Carter Construction is seeking an experienced Assistant Financial Accountant to join their team. The ideal candidate will have a strong background in financial management and accounting principles, with excellent analytical and problem-solving skills.Key ResponsibilitiesAssist the Financial Accountant in preparing and developing financial information to...
-
Financial Planning Consultant
5 days 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...
-
Financial Planning Accountant
3 weeks ago
Norwich, Norfolk, United Kingdom Nxtgen Recruitment Full timeNxtgen Recruitment is proud to present a challenging opportunity for a skilled Management Accountant to join a high-growth business in Norwich. This exciting role offers a fantastic chance to take ownership of key financial processes and play a vital part in the company's continued growth and success.Job Responsibilities:Preparing monthly management...
-
Financial Planning Specialist
5 days ago
Norwich, Norfolk, United Kingdom Pro Talent Full timeJob OpportunityWe are seeking a highly skilled Financial Planning Specialist to join our team at Pro Talent in Norwich. This role involves managing a portfolio of personal tax clients, preparing personal tax returns, and providing taxation advice.About the RoleManage a portfolio of personal tax clients, including semi-senior and senior portfolios.Prepare...
-
Financial Services Assistant Manager
5 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAre you looking for a challenging and rewarding role in financial services? We have an exciting opportunity for a Financial Services Assistant Manager to join our team at Service Service Employment Agency Limited.Job DescriptionThis is an ideal opportunity for a driven individual to provide high-level financial planning support and servicing to clients. The...
-
Senior Corporate Financial Planning Manager
3 weeks ago
Norwich, Norfolk, United Kingdom Hays Senior Finance Full timeCorporate Finance Executive OpportunityHays Senior Finance is seeking a highly skilled Cash Flow Management Specialist to join their team. As a Corporate Finance Executive, you will play a key role in supporting the firm's growth strategy by providing expert financial planning and analysis.Job Description:In this challenging yet rewarding role, you will have...
-
Financial Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Nxtgen Recruitment Full timeAre you a detail-oriented professional looking for a challenging role in accounting? We have an exciting opportunity for a Financial Assistant to join our team at Nxtgen Recruitment in Norwich. This position offers great opportunities for growth and development across a broad range of accounting functions.About the RoleIn this role, you will assist in...
-
Assistant Financial Manager
1 week ago
Norwich, Norfolk, United Kingdom R G Carter Construction Full timeR G Carter Construction requires an Assistant Financial Accountant to provide financial support and analysis to the Financial Accountant. This role involves preparing financial statements, supporting the external audit, and developing financial systems and processes.Key Skills and QualificationsPreparation of financial statements under FRS 102.Knowledge of...
-
Senior Financial Planner
4 weeks 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...
-
Financial Planning Analyst
1 week ago
Norwich, UK, Norfolk, United Kingdom Robert Half Full timeRobert Half is exclusively engaged with a large privately owned business as they look to find a new FP&A Analyst to join their team for an 18-month contract. The role will report to an established FP&A Director and will look to provide support to both the finance function and wider operational business. Key responsibilities:Assist with the monthly management...
-
Financial Assistant Professional
2 weeks ago
Norwich, Norfolk, United Kingdom Nxtgen Recruitment Full timeFinancial Assistant ProfessionalLocation:NorwichEstimated Salary:£25,000 - £35,000 per annumJob Overview:Nxtgen Recruitment is seeking a highly motivated Financial Assistant Professional to join our team in Norwich. This exciting opportunity allows you to work in a leading Accountancy practice, providing a unique chance to develop your skills and progress...