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...
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 ...
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 ...
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...
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Date: Yesterday
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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</...
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Date: Yesterday
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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...
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</...
15 jobs matching this search were posted in the last week
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...
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...
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Date: 1 week ago
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Norwich, Norfolk
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£21,000 - £36,400 per annum, OTE
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2 applications
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...
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...
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Date: 4 days ago
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Norwich, Norfolk
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£25,000 - £30,000 per annum, negotiable
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4 applications
Our client a highly successful investment focused IFA brokerage. Are seeking an Experienced (minimum 2 years) and highly technical and paraplanner. They expect to grow rapidly within the coming years as their is a high demand in the market at the moment. The successful candidate should want to be part of an ambitious company , they will benefit as the company expands. Job Description - Whole...
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...
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...
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...
