Wealth Management Assistant

5 days ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
About the Role

This permanent position is based in our city centre office and requires the successful candidate to provide sales support to Independent Financial Planners, assist in obtaining new business, and efficiently servicing existing clients. The role also involves administration of new and existing life, pension, and investment business, as well as PA support to Financial Planners.

The successful candidate will need to understand the provision of advice to clients in a compliant manner as detailed in our Company Manuals. They will also be required to maintain all standards of performance as required by the company.



  • Norwich, Norfolk, United Kingdom Heritage Wills Full time

    Are you passionate about helping clients achieve their wealth management goals? We are seeking a Wealth Management Advisor to join our team at Heritage Wills.As a Wealth Management Advisor, you will be responsible for providing expert advice to clients on their estate planning needs, developing customized financial plans, and providing ongoing support to...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    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...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    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...


  • Norwich, Norfolk, United Kingdom Clapham & Collinge Full time

    We are offering an exciting opportunity for a 2 year + PQE solicitor to join our thriving Court of Protection and general Private Client team in Norwich.About the RoleThis challenging position involves managing a caseload of private client matters, including high value/complex probate and estate planning for high net worth individuals.Wills and Inheritance...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planning AssistantService Service Employment Agency Limited is seeking an experienced Financial Planning Assistant to join their established Financial Planning team. This role offers an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.The ideal candidate will have experience...


  • Norwich, Norfolk, United Kingdom Core Recruiter Ltd Full time

    Permanent Contracts Director OpportunityCore Recruiter Ltd is seeking a highly experienced Contracts Director to join our client's team. This is a permanent position based in Norwich, Norfolk.The successful candidate will have a wealth of knowledge in construction, specifically in refurbishment and new build projects. They will be responsible for managing...


  • Norwich, Norfolk, United Kingdom R13 Recruitment Full time

    R13 Recruitment is working in partnership with a well-respected, award-winning financial advisory organisation to find an exceptional candidate for a Client Services Support role.This is an opportunity to join an impressive client services support team who have a wealth of knowledge and expertise, utilising their experience across the firm's Financial...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Our client, a leading Wealth Management company in Norwich, is seeking a highly organized and detail-oriented individual to join their team as a Trainee Administrator.The successful candidate will provide administrative support to the Financial Planning Partners, including back-office tasks, data management, and client communication.This is an excellent...

  • Assistant Manager

    2 months ago


    Norwich, Norfolk, United Kingdom Halfords Full time

    Ready for the next step in management with the UK’s largest Automotive service, maintenance and repair business and we offer great career opportunities, benefits, and an uncapped bonus scheme! As an Assistant Manager, you’ll work alongside the Centre Manager, to provide productive management and leadership, driving profitability, with firm focus on the...


  • Norwich, Norfolk, United Kingdom Aviva Full time

    We are seeking an experienced Senior Procurement Technology and Systems Expert to join our team at Aviva. This role is ideal for a skilled professional looking to progress their career in procurement technology with a leading insurance, retirement, and wealth management business.Job SummaryThis position plays a key role in enhancing our procurement tools and...


  • Norwich, Norfolk, United Kingdom Health Jobs UK Full time

    Job OverviewThe postholder will assist and support the Finance Manager and Management Accounts team in the provision of an efficient and pro-active financial management service. The Assistant Management Accountant is an essential part of the finance team, helping to support and advise on all financial matters.Main DutiesProvide financial information and...


  • Norwich, Norfolk, United Kingdom Smiggle Full time

    Smiggle- where a smile meets a giggle We are seeking a highly motivated Assistant Store Manager to join our team at Smiggle Bluewater. As an Assistant Store Manager, you will work closely with the Store Manager to maximise sales opportunities through coaching and feedback to your team. Why You'll Love This Role: Lives for the customer, goes the extra mile...


  • Norwich, Norfolk, United Kingdom Cafcass Full time

    We are seeking a highly skilled and experienced Assistant Service Manager to join our team at Cafcass. As an Assistant Service Manager, you will play a crucial role in managing a team of Family Court Advisers and ensuring the delivery of high-quality services to children and families.Key Responsibilities:Manage a team of Family Court Advisers, providing...


  • Norwich, Norfolk, United Kingdom Greene King Full time

    Be a Leader in Our Management TeamAs an Assistant Manager at Greene King, you will be a key member of our management team, helping to drive the success of our pubs. Your role will involve supporting the General Manager in the day-to-day running of the business and taking on leadership responsibilities in their absence.Delivering Excellent Customer...


  • Norwich, Norfolk, United Kingdom greene king Full time

    About UsGreene King is a leading UK pub retailer and brewer with a rich history dating back to 1799. Our vision is to be the number one choice for customers looking for a great pub experience. With over 700 locations across the UK, we're committed to providing exceptional customer experiences and delivering high-quality products.Your Role in Our SuccessAs an...

  • Senior Manager

    1 month ago


    Norwich, Norfolk, United Kingdom KPMG Full time

    The RoleKPMG's Deal Advisory Tax team provides market-leading services to Corporate and Financial investors, working across four key markets: Corporates, Private Equity & Credit, Real Estate, and Energy & Infrastructure.Corporates: We work with forward-thinking FTSE 100 and 250 businesses, as well as Corporates across the UK, supporting them with strategic...


  • Norwich, Norfolk, United Kingdom Keeler Recruitment Full time

    Corporate Tax Assistant Manager OpportunityWe are seeking a highly skilled Corporate Tax Assistant Manager to join our team at Keeler Recruitment. The ideal candidate will have a strong background in corporate tax work and compliance, as well as experience in supervising trainees.Key Responsibilities:Handling intricate corporate compliance and advisory...


  • Norwich, Norfolk, United Kingdom KPMG Full time

    Job Title: Tax Transformation Assistant ManagerWe are seeking a highly skilled Tax Transformation Assistant Manager to join our Global Compliance and Transformation team at KPMG. As a key member of our team, you will be responsible for delivering global and large tax transformation and technology projects, often as part of a wider finance transformation...


  • Norwich, Norfolk, United Kingdom Keeler Recruitment Full time

    Job Title: Corporate Tax Assistant ManagerLocation: NorwichSalary Range: £42k-£55k (Depending on Experience) plus agile workingWe are seeking a skilled Corporate Tax Assistant Manager to join our team at Keeler Recruitment. This is an excellent opportunity for a motivated and experienced professional to take on a challenging role in a dynamic and...


  • Norwich, Norfolk, United Kingdom Verisk Full time

    Job Title: Tax Compliance Assistant ManagerJob Summary:We are seeking a highly skilled Tax Compliance Assistant Manager to join our corporate finance team in Edinburgh. As a key member of our team, you will work closely with the Head of International Tax in London to support tax compliance and related accounting responsibilities for Verisk's non-US...