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What we do

At Service Service we specialise in Financial Services, Engineering and Commercial recruitment.
We are successful in placing a number of key staff members, for example: Financial Planners, Paraplanners, Financial Services Administrators as well as general Office Support staff, Sales Professionals, Engineers and Accountants. We offer an excellent service and do our very best to learn about the business's we deal with, to find the right staff, to enable them to grow their businesses.
Service Service is a well-established recruitment agency based in the heart of Norwich's city centre. Supplying staff for over forty years to a number of the City&rsquo;s key employers.
We supply a wide range of high quality staff, on both a temporary and permanent basis, to a variety of different sectors.
At Service Service we are fully committed to supplying the highest standard of service that you would come to expect and a friendly approach that our clients and candidates alike love. Please feel free to contact me directly with any queries you may have.

What we stand for

Do you have experience of working in a regulated environment , e.g. financial planning, banking, pensions, investments, do you want to work for a personable, engaging and rewarding organisation, then please read on… My client is an award winning advice firm with offices across Norfolk and Suffolk, they have been established for almost forty years. My client is seeking a Financial Services experienced candidate who has spent time working in private client. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially. Role Purpose You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information. To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems. Key Responsibilities To generate quotes from various providers To assist in the formatting of data from clients and eligibility, and upload for scheme processing To prepare meeting packs for consultants, including governance meetings To complete post meeting housekeeping - including actions and updating systems where directed. To assist with administering new and existing schemes and respond to scheme queries To provide general administrative support to Employee Benefits team members, working closely with business support colleagues To maintain and update your own talent development record, ensuring objectives are up to date and impact of any training is recorded Personal specification Qualifications GRID foundation level training in Group Risk Insurance (desirable) R01 (desirable) Knowledge Pensions, group risk or healthcare (desirable) Insurer offers (desirable) Pension provider systems (desirable) Skills and abilities Attention to detail/accuracy Computer literate Data management skills Analytical skills Good organisation and prioritisation Time management Ability to build and maintain relationships Communication - written and verbal Ability to follow rules and procedures Team working Personal attributes Behaving in a professional manner Trust and integrity Curiosity and willingness to learn and improve Training All professional exams paid for Personal study plans for CII professional qualifications Paid study leave Study books and resources paid for Benefits 29 days holiday (exclusive of BH) office closed between Christmas and New Year Birthday off 5% of salary pension contribution Flexible working Profit Share Social events Free parking Free drinks/fruit Cycle to work Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme

Financial Services Administration - Team Support - Private Client

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Purpose of the role To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team Help maintain and develop a number of client services Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary Key responsibilities Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary Check more complex policy analysis and complete complex calculations for clients Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver. Involvement with developing procedures for the team Ensure internal systems and processes are followed consistently amongst team members Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously Provide technical training as required and support individual learning and development Maintain and update your personal development record Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents Personal Specification Diploma qualified (essential) Thorough knowledge of systems and processes Experience of dealing with a number of high level technical queries Providing accurate and timely information and administrative support Development of others Managing complex technical issues Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers’ products Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates Platform functionality Mandatory compliance training Pass 'lead support’ knowledge test Attention to detail/accuracy Computer literate and data management, including company specific software Analytical, Decision making &amp; problem solving Ability to train others Planning, time management and organisation skills Report writing &amp; presentation skills Time management Ability to build and maintain relationships Ability to work pro-actively, on own initiative and as part of a team Communication - written and verbal Benefits 29 days holiday office closed between Christmas and New Year Birthday off 5% pension contribution Flexible working Hybrid working (two days from home) Profit Share Social events Free parking Free drinks/fruit Cycle to work scheme Length of service recognition Discounted legal services Life cover and income protection Healthcare cash plan Private health care scheme Professional qualifications supported financially

Technical Financial Planner Support (Paraplanner)

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri

Client Services Co-Ordinator

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals. The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients’ needs. Key Responsibilities Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT &amp; Trust investments, SIP / SSAS. Use technical software to complete comparisons and detailed analysis of client’s contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back office system is maintained detailing all ongoing actions and workflow. Knowledge and Experience Prior experience in a Paraplanning role within Financial Services (3+ years) Level 4 DipPFS qualified or equivalent with a desire to achieve chartered status Understanding of advice process Exceptional organisational skills, able to work well under pressure and adapt to changing priorities Excellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high quality output. Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri 25 days holiday plus bank holidays Free Parking