Independent Financial Planning Associate

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...

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...

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...

Job Description:We are seeking an experienced Financial Planner to join our team at Service Service Employment Agency Limited. As a Financial Planner, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.Key Responsibilities:Contacting clients and setting up meetings to discuss their...

We are seeking an accomplished Financial Planning Administrator to join our thriving team, supporting the delivery of high-quality services to our clients. This role offers an exceptional opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry. Key responsibilities include: Providing...

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...

We are currently seeking an experienced Financial Planning Administrator to join our busy team, providing administrative support to our Paraplanners and Chartered advisers. This role offers an exciting opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry. Key responsibilities include: Providing...

Service Service Employment Agency Limited is seeking an experienced Paraplanner to join their established Financial Planning team.About the RoleThis is an excellent opportunity for a skilled professional to work with a well-established team of wealth management and retirement provision experts.Key ResponsibilitiesProviding research and report writing support...

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...

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...

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...

We are seeking a highly experienced Financial Planning Expert to join our team on a part-time basis. As a key member of our financial planning practice, you will play a vital role in providing expert advice to our clients.About the RoleThis is an excellent opportunity for someone who wants to use their skills and experience to make a real difference in...

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...

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 -...

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...

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...

Role OverviewWe are looking for a highly skilled finance professional to join our team as a Senior Financial Support Associate.Key ResponsibilitiesProvide day-to-day financial support, including handling recharges, journals, and amendmentsAssist in the development of budgets and financial projectionsInvestigate variances and analyse results to inform...

Established in the financial planning sector, we are looking for a seasoned Financial Advice Professional to join our team at Service Service Employment Agency Limited. This is an exciting opportunity to service a mature book of business, focusing on providing lasting client relationships and developing new ones.This full-time employed role will be...