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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 colleag
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
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
My client is looking for an experienced and qualified Paraplanner/ Technical Planner to join their established Financial Planning team; t
Job Source: Service Service Employment Agency Limited
A professional services firm in Norfolk who, although still in their infancy, have shown considerable growth and their forecast show that this will be continued.
As part of a thriving group of companies, they provide specialist services to clients from the group as well as those recommended to the firm. They have achieved extreme success through t
NXTGEN is collaborating with an impressive Accountancy practice based in Norwich, seeking a motivated Accounts Trainee to join their team. As the new Accounts Trainee, you'll become part of a progressive firm and a team of seasoned professionals dedicated to providing personalised guidance to shape your journey toward becoming a successful Accounta
NXTGEN is collaborating with an impressive Accountancy practice based in Norwich, seeking a motivated Accounts Trainee to join their team. As the new Accounts Trainee, you'll become part of a progressive firm and a team of seasoned professionals dedicated to providing personalised guidance to shape your journey toward becoming a successful Accounta
A professional services firm in Norfolk who, although still in their infancy, have shown considerable growth and their forecast show that this will be continued.
As part of a thriving group of companies, they provide specialist services to clients from the group as well as those recommended to the firm. They have achieved extreme success through t
NXTGEN is collaborating with an impressive Accountancy practice based in Norwich, seeking a motivated Accounts Trainee to join their team. As the new Accounts Trainee, you'll become part of a progressive firm and a team of seasoned professionals dedicated to providing personalised guidance to shape your journey toward becoming a successful Account
Job Source: Nxtgen Recruitment
Trainee Paraplanner
Norwich
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects.
Responsibilities:
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
Liaise with providers and other third parties, to obtain any information that may be needed
Skills:
In order to be considered for this unique opportunity, candidates need to have -
Previous experience within a Financial Planning role
Professional communication manner, both written and verbally