A forward thinking Financial Advisory in Nowrich are looking for a ambitious and driven Individual who can competently provide administrative support to the directors, Investment Advisersand Paraplanners in their provision of financial advice to clients within FSA rules andthe firm’s procedures. With great career prospects, this is without a doubt a fantastic opportunity for the correct Individual. Skills & Knowledge Req...
One of the worlds leading High Street Banks has an opportunity for an experienced Mortgage Adviser to join their Branch in Norwich. Do you want to be part of a successful team working together to increase customer satisfaction? Working in a retail branch, you will meet with new and existing customers, and review their mortgage and protection needs making recommendations whilst providing top class customer service. No day will b...
Our client is an established South Norfolk based Independent Financial Advisor offering expert advice across all financial areas including Pensions, SIPPS, Savings, Investments, Protection Plans and Trust Planning. The company has asked Badger Associates to identify an experienced Technical Administrator to join their expanding and successful team. As a Technical Administrator supporting the Financial Advisers within the growing team...
Our client is an established South Norfolk based Independent Financial Advisor offering expert advice across all financial areas including Pensions, SIPPS, Savings, Investments, Protection Plans and Trust Planning. The company has asked Badger Associates to identify an experienced Technical Administrator to join their expanding and successful team. As a Technical Administrator supporting the Financial Advisers within the growing team...
Our long standing client is a successful Wealth Management and Financial Planning Practice, offering specialist solutions in Inheritance Tax, Investment and Pension Planning to their high net worth clients. They are located in Norwich. To bolster their client offering, they require an additional Sales Support Administrator to join the Practice. The main objective of this role will be to support the advisers in the pre and post ...
Financial Services Administrator - Leading IFA Firm Our client is one of the UK's leading Independent Financial Advisers. They are currently looking to recruit a Paraplanner / Financial Services Administrator to join their team. Your main duties will be liaising with clients by telephone, obtaining further information when required, carrying out product research including illustrations, presenting findings and ...
Woolwich Mortgage Advisor - CeMAP qualified We have opportunities in this role in Norfolk. The ideal home for mortgage experts We offer a wide range of highly competitive mortgages under the famous and trusted Woolwich brand. And the quality of careers we offer is just as high. Join our team and you'll help customers from all walks of life find the right mortgage s...
Employed Independent Financial Adviser - Professional connections My client is part of a leading National IFA group, specialising in working with both Accountancy and Solicitor connections across the UK. They are looking for Independent Financial Advisers to work closely with their connections. Immediately, you will have the rare opportunity to build relationships within Accountancy and Solicitor connections, t...
Our long standing client is a successful Wealth Management and Financial Planning Practice, offering specialist solutions in Inheritance Tax, Investment and Pension Planning to their high net worth clients. They are located in Norwich. To bolster their client offering, they require an additional Sales Support Administrator to join the Practice. The main objective of this role will be to support the advisers in the pre and post ...
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Date: Yesterday
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Cromer, Norfolk
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£16,000 - £22,000 per annum
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16 applications
This leading Wealth Management firm seeks a Financial Services Administrator to join their Administration team based in North Norfolk. The Administration team provides full support to Wealth Managers and Paraplanners, your role will be to process new business and ensure fact find and client documentation is actioned accordingly. You will deal with enquiries from clients, ensuring that a first class service is given and the appropriat...
Our client, a professional practice Wealth Manager, is keen to attract a positive, proactive and dedicated Paraplanner to work alongside their Paraplanning team / Financial Services Manager. Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from...
Location Norwich Norfolk My Client is one of the largest financial services groups in the world and is recognised as a leading financial institution within the U.K Market. Is seeking branch based Mortgage & Protection Advisors. This provides an ideal opportunity to strike up a rapport with new and existing customers within a branch network. Job Description With a plain talking ap...
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Date: 5 days ago
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Norwich, Norfolk
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£30,000 - £40,000 per annum, OTE
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6 applications
Organisation Description This is a superb opportunity and one that very rarely becomes available. My client is looking for an experienced and established Financial Advisor to take on an existing Client bank from a retiring IFA. Full Admin and Paraplanning support is also required My client is based in Norwich and has been providing financial advice for well over 20 years. They have been RDR ready for qu...
6 jobs matching this search were posted in the last week
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Date: 5 days ago
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Norwich, Norfolk
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£35,000 - £50,000 per annum, OTE
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7 applications
Organisation Description A well-established international IFA firm in Norwich has a vacancy for an innovative IFA to come in and provide holistic financial advise to a range of high net worth individuals. The firm currently have a number of loyal clients and funds under management that are not being explored from a financial planning perspective at present. Job Description</...
Employed Business Development Manager Opportunity with a progressive, market leading company. A historical financial services network is essential to support you to achieve a six figure uncapped bonus potential Full training will be provided and the successful candidate will be provided with a Blackberry, Laptop, and Tablet. If this sounds of interest, please send your CV to Jessica Fox Due to the amount of respon...
An experienced Paraplanner is required for a busy IFA firm based in Norwich to support the Financial Adviser. The role will require the candidate to provide full technical support including research and report writing and general supporting duties. Ideally candidates will be diploma qualified or at least working towards this status This is an excellent opportunity to join an established IFA practice ...
Freebridge Community Housing is the largest not for profit housing organisation in West Norfolk. We own and manage around 7000 homes in total, with about half of these being in and around the King’s Lynn area. The key purpose of this position is to ensure the recovery of rental income. This will include negotiating suitable arrears payments with tenants in person, by letter and by phone in accordance with policy guidelines. Where appr...
Our client is one of the leading IFA practices in the UK and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous. Th...
Independent Financial Adviser (IFA) Location: Norwich Salary: Self Employed A highly respected Independent Financial Advisory Firm with a national presence are looking to take on an IFA on a Self Employed basis with a established client bank to be provided. This is a great opportunity to establish yourself in the market and build on the Firms reputation, you will be provided with an existing client base to service and d...
Our client company is part of an international financial services organisation with over 925,000 members and £9.8bn funds under management. The company does not have shareholders to support so they put their prosperity and financial strength to work for those who matter most their members through excellent products and high quality service. The Role Home based, you will provide straightforward 'simplified’ financia...
Organisation Description My Client is a well known Financial Adviser firm who have an impeccable reputation in the market. They currently have a unique opportunity for a fully fledged Paraplanner to join their team in Norwich. The successful candidate will provide the services of a Paraplanner to the Independent Financial Advisers. Job Description <str...
An opportunity has arisen for a Financial Advisor , working within our clients office in Norwich The candidate must have a proven track record within Financial Services and have level 4 qualifications The successful candidate must be a strong team player. In return our clients are offering a basic salary and excellent commission structure £20000 Basic, £40000 - £50000 ote GCB ...
Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular evening work. Existing client base and all administration / compliance support will be provided. Previous sales experience is r...
Our long term client is now seeking an experienced Paraplanner to join the Financial Services Team. This is a fantastic opportunity. You would be responsible for providing a professional and all round support service not only to the Financial Planners, but also to their clients. Your role will include product research and production of high quality and compliant recommendation reports across the spectrum of financial planning product...
A fantastic position has arisen for an experienced IFA Sales Support Administrator to join this highly respected Chartered Wealth Management, and Independent Financial Planning Advisory Group based in their Norwich office. This position will provide full administrative support to two senior consultants within the wealth planning and corporate team, and will involve obtaining new business illustrations, new business processing, the pre...
