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...
To provide para-planning and research support to financial advisers. The post holder will be required to work flexibly in a developing office environment. It may be necessary to assist or cover other para-planning and some administrative staff as required. Key duties of the post are as follows: Sourcing of financial products using third party software. Product and company research. Report and suitability let...
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...
My client is an award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers. They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients in the Private Wealth Department. Working within a mature and supportive environment, you will...
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Date: 5 days ago
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Norwich, Norfolk
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£40,000 - £50,000 per annum, OTE
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4 applications
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...
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...
Have you got good general IT and admin skills? Do you have your own transport? Are you flexible on working a fixed shift? Can you come into our Norwich branch immediately? If so, we potentially may have a temporary 3+ month contract for you... We need full time temporary workers who are available for a minimum of 3 months to join our well established client based in Wymondham. Various roles available, duties may i...
Position: Financial Advisor Location: Norwich Salary: £30,000 - £40,000 + bonuses + benefits Here lies an exciting opportunity to work within a successful IFA practice in Norwich. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients. Job description Based at the company's Norwich o...
Trainee Life Assurance Advisor - Entry Level Position Norwich, Norfolk Up to £20,000 DOE Plus 21 Days' Holiday, Life Assurance, Death In Service, Healthcare Cover, Pension Scheme Are you customer-focused and seeking a role where you can place people at the heart of everything you do? Looking to kick-start a career with a growing insurance company offering the chance to wholeheartedly expand your skills and develop your...
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Date: 2 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</...
12 jobs matching this search were posted in the last week
Due to continued expansion our client is presently looking for experienced, high quality Independent Financial Advisors (IFA’s) to join the company. Full administration / paraplanning and lead generation support is provided, although candidates with some existing relationships would be preferable. The ideal candidate will have atleast 5 years experience within an IFA / multi tied environment, be Fully Diploma Qualified / RDR Read...
We are currently recruiting for a highly successful IFA business who are looking to expand. The business are well established and highly profitable and this role will be to deal with a number of existing clients as well as new enquiries from existing introductory sources. The firm are highly profitable and have been working in a fee environment for a number of years. They want someone with IFA experience and a bit of spark to help them achi...
An opportunity has arisen for a Mortgage Advisor within our clients Estate Agency office in Aylsham The ideal candidate must have a strong sales background and possess excellent customer service skills as well as the ability to close for business The role will suit an individual with a banking / finance background with CeMap qualifications advantageous In return our clients offer a basic salary and commission structure</...
Mortgage Advisor - Buy To Let Mortgages (CEMAP) Norwich, Norfolk Up to £28,000 Plus 21 Days' Holiday, Life Assurance, Death In Service, Healthcare Cover, Pension Scheme Our client is a life insurance provider run by life protection experts. Part of a portfolio of financial services companies, they are owned by one of the fastest growing organisations in the Sunday Times, Independent, Business Weekly and Real Business li...
This leading Wealth Management practice is looking to recruit a positive and proactive Paraplanner to provide dedicated support to a highly successful Senior Consultant Your role will focus on providing in depth research, analysis and report writing in order to provide innovative holistic solutions to HNW clients. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that ...
My client based in Norwich are now seeking a experienced Senior Paraplanner to join the Financial Services Team. You will be working in a great office set in a great location working with a fun team This is a great opportunity for anyone that is looking for a new challenge You will also be entitled to excellent benefits and drive from the company to progress Principle Objectives and Responsibilitie...
Organisation Description We are currently recruiting for a Sales Support Administrator for our client based in Norwich. The role involves competently providing administrative support to the directors, Investment Advisers and Paraplanners in their provision of financial advice to clients within FSA rules and the firm’s procedures. This is a full time role at 37.5 hours per week. <...
Organisation Description We are currently recruiting for a Sales Support Administrator for our client based in Norwich. The role involves competently providing administrative support to the directors, Investment Advisers and Paraplanners in their provision of financial advice to clients within FSA rules and the firm’s procedures. This is a full time role at 37.5 hours per week. <...
Purchase Ledger Assistant X 2 Norwich £14,500k Hours of work Mon-Fri 9:00am - 5.30pm Our client is looking to recruit two experienced Purchase Ledger Assistant to work with UK based international wholesaler based in Norwich. You will be an enthusiastic individual from an administrative background to join a busy, office working within a small Customer Service Team in a fast paced, high pressured envir...
Our client, a bespoke Wealth Management practice, is keen to attract a positive, proactive and dedicated Paraplanner to work alongside their Paraplanning team & Financial Services Manager. Your role will be to provide full support to the FS Manager & IFA's in the management and servicing of affluent clients. You will be responsible for producing research and recommendations from information received from Fact F...
Paraplanner Norwich £25,000 - £30,000 plus training, flexi-benefits An excellent new opportunity has arisen to join a highly successful IFA firm in Norwich in a Paraplanner position supporting the Wealth Management team. The role will be providing full technical paraplanning support to the high net worth IFA's working within the practice. The role will include technical research and report writing in respect o...
A fantastic career opportunity has arisen for a Paraplanner to join this multi award winning wealth management/Independent Financial Advisory firm in Norwich. The firm offers the full spectrum of holistic financial advice to both personal and corporate clients. The Paraplanner will provide vital support to their team of Financial Planners, undertaking the researching of products, investment strategies and financial planning solutions....
