ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
GCB Recruitment
Norwich
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner. Our client
Job Source: GCB RecruitmentHeat Recruitment
Norwich
Paraplanner - Remote working - Up to £45,000 An exciting opportunity has arisen for an experienced remote Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly
Job Source: Heat RecruitmentHeat Recruitment Ltd
Hellesdon
A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such train
Job Source: Heat Recruitment LtdService 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 LimitedBrevere Group
Norwich
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 Financi
Job Source: Brevere GroupService Service Employment Agency Limited
Norwich
Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and rese
Job Source: Service Service Employment Agency LimitedGCB 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 an award-winning employer who promote from within and encourage their staff to excel and better themselves, their Norwich office is looking to bolster their numbers with the addition of a Financial Planning Assistant/Administrator. My client welcomes applicants with a variety of experience levels, you may be an experienced IFA Administ
Job Source: Service Service Employment Agency LimitedNorwich
My client is a boutique advice practice based in southeast rural Norfolk.
My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
Key duties
• Liaising with advisers and colleagues in all aspects of the business process
• Speaking with insurance companies and investment companies to obtain specific information
• Preparation of investment reports and review packs for existing clients
• Preparation of new business packs for prospective clients of the firm
• Use of back office system to construct data records and obtain information for existing clients
• Assisting the advisers to ensure business is processed efficiently and accurately
• Complying with FCA rules and internal compliance procedures
Key personal skills required for this role are:
• Honesty
• Integrity
• Reliability
• Ability to work well under pressure
• Good knowledge and experience of using Microsoft office and Excel
• Mathematics and English qualifications (grade C and above)
• A good telephone manner
• Experience within financial services, ideally within an insurance company or financial advisory business
Benefits:
25 days holiday
Free Parking
Work from home one day per week (hybrid)
Annual bonus (ad hoc)
Finance and support financial qualifications
Personal development is encouraged and my client has a track record of developing administrators to advice level, if of course you wish to progress, there is no pressure to.
Experience:
• Financial services: 1 year (required)
Financial Services Administrator/Trainee Paraplanner jobs in Norwich
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.