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GCB Recruitment
Diss
Are you an experienced Administrator with a finance background looking to work on a part-time basis? We've recently taken on a new position with our client in the Diss area, who is looking for a Financial Administrator to join their team working 3 days per week. They are willing to offer training for the position, however, ideally require an indivi
Job Source: GCB RecruitmentService Service Employment Agency Limited
Norwich
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Technical Analyst. Job Summary To provide a welcoming, efficient, professional and effective corporate client service with a high focus on quality and accuracy
Job Source: Service Service Employment Agency LimitedHeat Recruitment
Norwich
Financial Planning Administrator - Norwich - Up to £35,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advis
Job Source: Heat RecruitmentReed
Norwich
We are recruiting for an excellent role based with our client in Norwich. The company are long established and successful and are seeking a new team member to manage and deliver their administration process for their clients. The role will involves speaking with customers on the telephone, organising diaries, logging correspondence, some data input
Job Source: ReedReed
Norwich
We are recruiting for an excellent role based with our client in Norwich. The company are long established and successful and are seeking a new team member to manage and deliver their administration process for their clients. The role will involves speaking with customers on the telephone, organising diaries, logging correspondence, some data input
Job Source: ReedService Service Employment Agency Limited
Norwich
My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. a boutique practice that believes in putting their strong client base at the forefront of all that they do. Role purpose To support the Financial Planning Partners by providing back-office support where required, whil
Job Source: Service Service Employment Agency LimitedService Service Employment Agency Limited
Wymondham
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they’re seeking a financial services prof
Job Source: Service Service Employment Agency LimitedService Service
Hethersett
My client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. The purpose of this new role is to help maintain and grow their successful practice; they’re seeking a financial services pro
Job Source: Service ServiceNorwich
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Duties for this role will include:
You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm
You will be responsible for business submission using relevant software.
Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely way
You will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate
The candidate:
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do’ working style
Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop
You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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Senior Financial Services Administrator jobs in Norwich
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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