Wealth Management Assistant

Service Service Employment Agency Limited seeks a motivated and dedicated Independent Wealth Management Assistant to join our growing team.About the PositionIn this role, you will assist our Team Leader in delivering exceptional client service and paraplanning support, leveraging your technical expertise and analytical skills to drive business success.You...

Role Summary:Wealth Management Assistant PositionThis role presents an exceptional opportunity to collaborate with a team of experienced professionals in wealth management and retirement provision. As a Financial Planner Assistant, you will be responsible for providing sales support to Independent Financial Planners, managing new and existing life, pension,...

About the CompanyService Service Employment Agency Limited is a respected wealth management company based in Norwich. We provide investment and retirement advice to a high-net-worth client base and pride ourselves on delivering exceptional service.We are committed to creating a positive and supportive work environment where our employees can thrive. If you...

About the RoleWe are seeking a highly skilled Financial Planning Assistant to join our team in wealth management. The successful candidate will have excellent administrative, analysis, and communication skills.Responsibilities include:Providing administrative support to Financial Planners.Analyzing data and preparing reports.Communicating effectively with...

About Us">Our client is a reputable and well-established financial planning and wealth management practice based just south of Norwich. They are seeking a skilled Client and Service Delivery Assistant to join their team, providing administrative support to their Financial Planners and helping them to deliver excellent customer service. ">The successful...

Our Team is Seeking a Legal Director or PartnerThe established team is looking for an experienced professional to further develop their Private Wealth offering.The ideal candidate will have expertise in managing complex cases and providing exceptional client service.

Serve as a vital member of our team at Service Service Employment Agency Limited, where we offer a comprehensive package of benefits to our valued employees.As a Wealth Management Professional, you will have the opportunity to work closely with experienced financial planners, providing administrative support and contributing to the success of 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 partnering with a reputable independent financial planning practice based in Norwich to recruit a talented Financial Planner.About the PracticeOur client provides unbiased advice to clients across the UK, leveraging market-leading systems and research tools. The ideal candidate will be confident working...

We are seeking a skilled Financial Adviser to join our team at Financial Divisions. This role offers an exciting opportunity to manage a book of business from a retiring adviser and bring on new clients.The ideal candidate will have at least 3 years of solid advising experience, working with HNW individuals, and providing high-quality services. Our company...

Key ResponsibilitiesAs a Financial Adviser, you will be responsible for:Managing an existing book of business from a retiring adviserDeveloping and implementing strategies to attract new clientsProviding high-quality advice and guidance to HNW individualsYou will also have the opportunity to work collaboratively with the Directors and other team members to...

We are looking for a skilled Financial Adviser to join our team at Service Service Employment Agency Limited.This is a full-time employed role based in our office, offering a competitive salary of £50,000-£60,000 per annum, dependent on experience.The successful candidate will inherit an existing mature book of business, enabling them to focus on building...

Estate Planning Specialist Wanted!A leading law firm in Norfolk is seeking a highly skilled Private Client Solicitor NQ - 2 Years PQE to join their team. This is a fantastic opportunity to work on a range of challenging and rewarding cases, developing your expertise in private client law.The ideal candidate will have strong knowledge and experience in wills,...

Key ResponsibilitiesIn this role, you will handle complex personal tax compliance and advisory work for high-net-worth individuals, including advice on residence and domicile. You will also support Trainees and Assistants by overseeing their workload and providing practical training.

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...

Earn up to £130,000 per annum in a challenging yet rewarding role as a Legal Director or Partner at Errington Legal, a leading UK law firm.We are seeking a seasoned professional with extensive experience in private wealth law to join our Private Wealth division. This individual will be responsible for managing a portfolio of clients, advising on complex...

Job Title: Financial Adviser AssistantAbout the Role:This is an excellent opportunity to contribute to a well-established team of wealth management professionals. As a Financial Planner Assistant, you will provide support to Independent Financial Planners, administer new and existing life, pension, and investment business, and assist with administrative...

Join us at Service Service Employment Agency Limited as a Financial Planning Assistant and become part of a dynamic team dedicated to excellence in wealth management. With a strong background in holistic financial planning, you will be responsible for supporting our Financial Planners in delivering high-quality services to our clients.Your key...

Job OverviewThis is a fantastic opportunity to work with one of the county's most prestigious firms, renowned for their expertise in wealth management and professionalism.The ideal candidate will have a minimum of four years' experience in holistic financial planning and previous use of Intelligent Office would be beneficial.

We are looking for an experienced Advisory Support Specialist to join our dynamic team at Service Service Employment Agency Limited.Job SummaryIn this role, you will provide critical support to our Team Leader in client-facing activities and paraplanning tasks, ensuring seamless delivery of services and excellent client outcomes.You will be responsible for...