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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 Financial Administrator. \n Job summary \n To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. \n Key responsibilities \n Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. \n Process and monitor new business and ‘top ups’ to existing business through to completion. \n Prepare client valuations and review packs 2 weeks ahead of client meeting dates. \n Process all post-review related paperwork and prepare relevant correspondence as required. \n Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. \n Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. \n Ensure all client records and data are maintained accurately and efficiently. \n Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. \n Send out letters of authority and correspondence to clients, professional introducers and other third parties. \n Prepare new client meeting packs. \n Calculate fees, raise client invoices and chase outstanding fees as required. \n Effective management of day-to-day work through the company’s workflow system. \n Other general administration duties as assigned. \n Role requirements \n Certificate in Financial Services or working towards qualification (Desirable) \n Grade A-C or 9-4 including English and Maths \n Previous experience in Financial Services (Desirable) \n Understanding of FCA rules, ethics and financial regulations (Desirable) \n A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable) \n Strong IT skills, MS Office Word and Excel \n Excellent organisational and communication skills \n Good numeracy skills \n Attention to detail \n Able to demonstrate an adaptable/flexible approach to work within a changing environment \n Ability to work within a team environment \n Inter-personal skills, both written and verbal \n Experience of using IO (Desirable) \n Benefits \n • excellent pension contribution \n • 4 x death in service \n • Bupa cash plan, covers medical prescription costs etc. \n • 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days \n • Support with professional qualifications \n • Flexibility on working hours and some working from home, subject to a satisfactory probation period. \n

This is a fantastic opportunity to join one of the county’s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. \n At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial. \n As a Financial Planning Assistant you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times. \n My clients approach, together with a loyal client base and a talented team, makes joining them as a Financial Planning Assistant a great opportunity for someone who shares their ethos and values. \n The role is hybrid - 3 days working from my clients Norwich office, 9am to 5pm - Monday to Friday - 2 days homebased. \n I personally have a history of recruiting top talent for this organisation and the feedback I have from employees is second to none. \n Key Responsibilities \n You will help advisers to prepare for client reviews by: \n Ensuring all client and plan information is up to date on IO \n Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. \n Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans \n Adding the details of any missing policy information to IO as required \n Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value \n Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required \n Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges \n Using the standard templates within IO, create and check the client valuation report and upload to IO \n Produce any ‘OneNote packs’ requested by the advisers including: \n\n • Client Charter\n, • FE Analytics research on the funds held by the client\n, • KID (Key Information Documents)\n, • Data capture form from IO\n, • Client Valuation Report Producing comparisons between old and new centralised investment propositions\n, • Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.\n, • If requested, the checking and validation of client income expectations held within the system\n, • Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match.\n, • Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients\n, • Produce client letters as required\n, • Answering phone calls as they come in via the Main Hunt Group\n, • Ensure that the level of service, as agreed with each client, is delivered in a timely manner.\n, • To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.\n, • Create and maintain effective client files.\n, • New business processing and application submission.\n, • Liaising with product providers as and when necessary, chasing as often as required.\n, • Keep up to date with new products, technical or legislative changes within the marketplace\n, • Always comply with the Compliance policies\n, • Engage with training and development as applicable\n, • Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.\n\n Essential Skills, qualities and Experience required: \n\n • A minimum 12 month’s IFA administration experience, supporting an advisor\n, • Previous regulatory or financial industry experience is desirable\n, • Good written and oral communication skills.\n, • Methodical and organised.\n, • Computer literate\n, • Accurate with good attention to detail.\n, • Problem solving.\n, • Knowledge of the advice process\n, • True collaborator, takes initiative, curious\n, • A desire to learn and develop and step out of comfort zone\n\n Essential Qualifications: \n\n • Good standard of education\n, • Maths and English GCSE, grade 5 or above, or equivalent\n\n Behaviours: \n\n • Commercial Awareness\n, • Innovation\n, • Collaboration\n, • Team contribution\n, • Professionalism\n\n Benefits: \n Private Medical Insurance post probation \n Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) \n 25 days Annual Leave (plus buy and sell up to 5 days) \n Office Christmas close (3-days) \n Life Assurance Health cash plan \n Discretionary performance related bonus \n Employee Assistance Programme \n As well as further flexible benefits to choose from \n

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. \n \n We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. \n \n As a Financial Services Administrator, you'll provide administrative support to multiple Financial Planners, helping to deliver an outstanding experience for both advisers and clients. Unlike traditional one-to-one support models, this role involves working across several advisers, requiring excellent communication skills, adaptability and the confidence to manage competing priorities. \n The Norwich office is currently undergoing an exciting period of transformation as it becomes more closely aligned with the wider Titan Wealth business. With ongoing process improvements, system enhancements and evolving ways of working, we're looking for someone who embraces change and enjoys being part of a growing and evolving business. \n Key Responsibilities \n Adviser & Client Support \n\n • Prepare client review packs and valuation reports.\n, • Ensure client and policy information is accurate and up to date within back-office systems.\n, • Gather and maintain information from product providers.\n, • Update client plans, contributions, withdrawals and transfer information.\n, • Produce client correspondence and reports as required.\n, • Create and maintain accurate client records and documentation.\n, • Support advisers with meeting preparation and follow-up activity.\n\n Administration & New Business Processing \n\n • Process new business applications efficiently and accurately.\n, • Liaise regularly with product providers regarding client cases.\n, • Monitor outstanding requirements and proactively chase information.\n, • Prepare cases for submission and ensure all required documentation is complete.\n, • Assist with plan information validation and reconciliation activities.\n, • Manage day-to-day client and provider enquiries via telephone and email.\n\n Client Service & Compliance \n\n • Deliver a high standard of customer service at all times.\n, • Ensure agreed client service standards are met.\n, • Maintain compliance with FCA regulations and internal procedures.\n, • Support Treating Customers Fairly (TCF) and Consumer Duty requirements.\n, • Participate in ongoing training and professional development.\n, • Contribute ideas to improve processes and client outcomes.\n\n About you \n This role requires previous experience within a Financial Planning or Wealth Management environment. Candidates must have direct experience supporting Financial Advisers and a solid understanding of the financial planning process. \n We're particularly interested in individuals who demonstrate: \n\n • Previous Financial Planning Administration experience.\n, • Direct experience supporting Financial Advisers.\n, • A confident and proactive personality.\n, • The ability to build strong relationships with multiple advisers and stakeholders.\n, • Excellent organisational skills and attention to detail.\n, • A positive attitude towards change and continuous improvement.\n, • The confidence to challenge appropriately and ensure processes are followed.\n, • The ability to adapt to evolving business needs and ways of working.\n\n Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: \n \n Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. \n \n Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. \n \n Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. \n \n \n Terms \n • Competitive salary \n • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) \n • 25 days Annual Leave + public holidays \n • Buy and sell holidays up to 5 days \n • Office Christmas close (3-days) \n • A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. \n • Hybrid working \n • Further education and training support \n • Discretionary performance related bonus \n • Confidential Employee Assistance Programme \n • 2 days per year for voluntary work \n • And lots of flexible benefits to choose from! \n \n The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Chase Taylor Recruitment is delighted to be partnering with a well-established and rapidly expanding company to recruit a Garage Door Installer to join their team covering Norwich and the surrounding areas. Whether you're an experienced Garage Door Installer or have a strong background in a hands-on trade or installation role, this is an excellent opportunity to receive fully paid training, develop your skills and build a long-term career with a company that genuinely invests in its people. What's on Offer? 33 days' holiday 1-week fully paid training course in Leeds Training provided by experienced industry professionals Company vehicle and fuel card Ongoing support and development Genuine opportunities for career progression Local work across Watford and surrounding areas No long-distance travel Products delivered locally, so no collecting materials from distant depots No heavy glass units to handle All products manufactured in-house at a modern, state-of-the-art facility Freedom to choose a local lock-up location for deliveries The Role As a Garage Door Installer, you'll be responsible for installing high-quality roller shutter garage doors at customers' homes across your local area. You'll represent the business professionally, ensuring every installation is completed safely, efficiently and to a high standard, while delivering excellent customer service. Training is fully paid. Successful candidates will attend a one-week training course in Leeds, where you will receive comprehensive practical training, collect your company vehicle and equipment, and learn everything you need to begin working independently. Following completion of the training, you'll return to the Watford area and carry out installations locally with ongoing support from the business. Who We're Looking For We're looking for candidates with hands-on experience in industries such as: Construction Telecoms Building trades Pipefitting Maintenance Installation engineering Other practical installation or engineering roles Previous garage door installation experience is advantageous but not essential. If you have transferable skills, a practical background and the right attitude, full training will be provided and paid for. Essential Requirements You must: Be confident using power tools and hand tools Be physically fit, as the role involves regular lifting and manual handling Have strong practical and problem-solving skills Be comfortable working in customers' homes and delivering excellent customer service Hold a full UK driving licence that has been held for at least one year Have a clean UK driving licence Be reliable, professional and have a strong work ethic Be able to complete site paperwork accurately and follow health and safety procedures Be willing to attend the one-week paid training course in Leeds Why Join? This is an excellent opportunity to join a company that genuinely invests in its employees, offering paid training, local work, excellent benefits and real opportunities to progress your career. If you're looking for a long-term opportunity with a business that values quality, safety and customer satisfaction, we'd love to hear from you. Apply today or contact Dana at Chase Taylor Recruitment, quoting reference MM6757

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 Financial Administrator. Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. Key responsibilities Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. Process and monitor new business and ‘top ups’ to existing business through to completion. Prepare client valuations and review packs 2 weeks ahead of client meeting dates. Process all post-review related paperwork and prepare relevant correspondence as required. Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. Ensure all client records and data are maintained accurately and efficiently. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Send out letters of authority and correspondence to clients, professional introducers and other third parties. Prepare new client meeting packs. Calculate fees, raise client invoices and chase outstanding fees as required. Effective management of day-to-day work through the company’s workflow system. Other general administration duties as assigned. Role requirements Certificate in Financial Services or working towards qualification (Desirable) Grade A-C or 9-4 including English and Maths Previous experience in Financial Services (Desirable) Understanding of FCA rules, ethics and financial regulations (Desirable) A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable) Strong IT skills, MS Office Word and Excel Excellent organisational and communication skills Good numeracy skills Attention to detail Able to demonstrate an adaptable/flexible approach to work within a changing environment Ability to work within a team environment Inter-personal skills, both written and verbal Experience of using IO (Desirable) Benefits - Excellent pension contribution - 4 x death in service - Bupa cash plan, covers medical prescription costs etc. - 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days - Support with professional qualifications - Flexibility on working hours and some working from home, subject to a satisfactory probation period

This is a fantastic opportunity to join one of the county’s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial. As a Financial Planning Assistant you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times. My clients approach, together with a loyal client base and a talented team, makes joining them as a Financial Planning Assistant a great opportunity for someone who shares their ethos and values. The role is hybrid - 3 days working from my clients Norwich office, 9am to 5pm - Monday to Friday - 2 days homebased. I personally have a history of recruiting top talent for this organisation and the feedback I have from employees is second to none. Key Responsibilities You will help advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any ‘OneNote packs’ requested by the advisers including: Client Charter FE Analytics research on the funds held by the client KID (Key Information Documents) Data capture form from IO Client Valuation Report Producing comparisons between old and new centralised investment propositions Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email. If requested, the checking and validation of client income expectations held within the system Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match. Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients Produce client letters as required Answering phone calls as they come in via the Main Hunt Group Ensure that the level of service, as agreed with each client, is delivered in a timely manner. To deal efficiently with all day-to-day telephone and email enquiries from clients and providers. Create and maintain effective client files. New business processing and application submission. Liaising with product providers as and when necessary, chasing as often as required. Keep up to date with new products, technical or legislative changes within the marketplace Always comply with the Compliance policies Engage with training and development as applicable Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: A minimum 12 month’s IFA administration experience, supporting an advisor Previous regulatory or financial industry experience is desirable Good written and oral communication skills. Methodical and organised. Computer literate Accurate with good attention to detail. Problem solving. Knowledge of the advice process True collaborator, takes initiative, curious A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent Behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Benefits: Competitive salary up to £35,000.00 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme As well as further flexible benefits to choose from

Retail & Commercial Sales Manager – Specialist Door & Window Manufacturer Location: Norwich (primarily office/showroom based) with travel to show sites across Essex and London. The Opportunity An established, market-leading specialist door and window manufacturer is seeking an experienced Retail & Commercial Sales Manager to lead and grow its sales function. This is a senior leadership position offering the opportunity to shape the company's commercial strategy, develop high-performing sales teams, and become a key member of the management team. The successful candidate will combine strategic thinking with hands-on sales leadership, representing a premium brand and driving sustained growth across both retail and commercial markets. Key Responsibilities Develop and deliver a clear, data-driven sales strategy aligned with business objectives. Lead, coach, and motivate the retail and commercial sales teams to achieve ambitious sales and conversion targets. Oversee the full sales pipeline, ensuring accurate forecasting, structured follow-up, and consistent conversion performance. Build and maintain strong relationships with architects, developers, contractors, trade partners, and repeat customers. Support and attend national exhibitions, trade shows, and customer events. Promote the company's specialist product range, ensuring its unique benefits are effectively communicated across all sales activity. Monitor market trends, competitor activity, and new business opportunities to maintain a competitive edge. Produce clear commercial reports, providing insight into performance, opportunities, and future growth. About You Proven sales management experience within the construction, glazing, fenestration, or architectural products sector. Strong commercial awareness with a demonstrable record of delivering revenue growth. Experienced in leading, developing, and inspiring successful sales teams. Confident presenting premium products to architects, developers, contractors, and discerning retail customers. Technically minded, with the ability to understand and communicate the benefits of specialist door and window systems. Professional, commercially driven, and committed to delivering an exceptional customer experience. What's on Offer Senior leadership role within a respected, long-established specialist manufacturer. Opportunity to influence the company's commercial direction and long-term growth. Extensive, market-leading product portfolio with genuine competitive advantages. Competitive salary with performance-related incentives. Excellent long-term career progression. A genuine seat at the management table, with the opportunity to contribute to new product development, marketing strategy, and wider business decisions

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Accounts Receivable Analyst - Property & Asset Management About the Opportunity Join JLL Norwich's dynamic Property & Asset Management team with the Accounts Receivable team based at our prime city centre location. Be part of an inclusive, diverse workplace that prioritizes sustainability and employee wellbeing, complete with flexible workspaces, excellent transport links, and comprehensive facilities including free parking, wellness areas, and family-friendly amenities. Responsibilities To collect any outstanding charges from tenants Provision of accurate arrears reports. Provide arrears statistics. Ensure a high level of collection rates. Chase tenants by telephone, fax, email or letter to recover outstanding sums. Achievement of client collection statistics targets. Have regular meetings with portfolio managers providing comments on arrears. Update tenant contacts on system. Liaise with treasury team over allocation of funds. Assist treasury team to ensure unallocated cash kept to a minimum. Prepare monthly and quarterly reports for both internal and external clients as required. Ensure that any management agreement targets are met. Instruct Enforcement Agents. Instruct solicitors. Reconciliation of tenant accounts and resolving tenant queries. Work within the best practice guidelines to ensure a common and consistent approach is used across the company. Any other duties necessary to assist with the running of the various portfolios within the team. Desired skills and experience for this job Knowledge/experience of basic accounting. Knowledge of Service Charges, which are applied to properties, is an advantage. Minimum GCSE Level education including Maths and English. Good Excel skills, to pivot table, VLookup level advantageous. Good interpersonal skills. Ability to work under pressure. Good communication skills. Ability to set own priorities. Organised and able to work to detail and to deadlines. Able to apply common sense. Location: On-site -Norfolk, GBR If this job description resonates with you, we encourage you to apply even if you don't meet all of the requirements. We're interested in getting to know you and what you bring to the table! At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement . For additional details please see our career site pages for each country. Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. TPBN1_UKTJ

Chase Taylor Recruitment is delighted to be partnering with a well-established and rapidly expanding company to recruit a Garage Door Installer to join their team covering Norwich and the surrounding areas. Whether you're an experienced Garage Door Installer or have a strong background in a hands-on trade or installation role, this is an excellent opportunity to receive fully paid training, develop your skills and build a long-term career with a company that genuinely invests in its people. What's on Offer? • 33 days' holiday, • 1-week fully paid training course in Leeds, • Training provided by experienced industry professionals, • Company vehicle and fuel card, • Ongoing support and development, • Genuine opportunities for career progression, • Local work across Watford and surrounding areas, • No long-distance travel, • Products delivered locally, so no collecting materials from distant depots, • No heavy glass units to handle, • All products manufactured in-house at a modern, state-of-the-art facility, • Freedom to choose a local lock-up location for deliveries The Role As a Garage Door Installer, you'll be responsible for installing high-quality roller shutter garage doors at customers' homes across your local area. You'll represent the business professionally, ensuring every installation is completed safely, efficiently and to a high standard, while delivering excellent customer service. Training is fully paid. Successful candidates will attend a one-week training course in Leeds, where you will receive comprehensive practical training, collect your company vehicle and equipment, and learn everything you need to begin working independently. Following completion of the training, you'll return to the Watford area and carry out installations locally with ongoing support from the business. Who We're Looking For We're looking for candidates with hands-on experience in industries such as: • Construction, • Telecoms, • Building trades, • Pipefitting, • Maintenance, • Installation engineering, • Other practical installation or engineering roles Previous garage door installation experience is advantageous but not essential. If you have transferable skills, a practical background and the right attitude, full training will be provided and paid for. Essential Requirements You must: • Be confident using power tools and hand tools, • Be physically fit, as the role involves regular lifting and manual handling, • Have strong practical and problem-solving skills, • Be comfortable working in customers' homes and delivering excellent customer service, • Hold a full UK driving licence that has been held for at least one year, • Have a clean UK driving licence, • Be reliable, professional and have a strong work ethic, • Be able to complete site paperwork accurately and follow health and safety procedures, • Be willing to attend the one-week paid training course in Leeds Why Join? This is an excellent opportunity to join a company that genuinely invests in its employees, offering paid training, local work, excellent benefits and real opportunities to progress your career. If you're looking for a long-term opportunity with a business that values quality, safety and customer satisfaction, we'd love to hear from you. Apply today or contact Dana at Chase Taylor Recruitment, quoting reference MM6757

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 Financial Administrator. Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. Key responsibilities Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. Process and monitor new business and ‘top ups’ to existing business through to completion. Prepare client valuations and review packs 2 weeks ahead of client meeting dates. Process all post-review related paperwork and prepare relevant correspondence as required. Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. Ensure all client records and data are maintained accurately and efficiently. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Send out letters of authority and correspondence to clients, professional introducers and other third parties. Prepare new client meeting packs. Calculate fees, raise client invoices and chase outstanding fees as required. Effective management of day-to-day work through the company’s workflow system. Other general administration duties as assigned. Role requirements Certificate in Financial Services or working towards qualification (Desirable) Grade A-C or 9-4 including English and Maths Previous experience in Financial Services (Desirable) Understanding of FCA rules, ethics and financial regulations (Desirable) A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable) Strong IT skills, MS Office Word and Excel Excellent organisational and communication skills Good numeracy skills Attention to detail Able to demonstrate an adaptable/flexible approach to work within a changing environment Ability to work within a team environment Inter-personal skills, both written and verbal Experience of using IO (Desirable) Benefits • Excellent pension contribution, • 4 x death in service, • Bupa cash plan, covers medical prescription costs etc., • 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days, • Support with professional qualifications, • Flexibility on working hours and some working from home, subject to a satisfactory probation period

Block & Estate Management Administrator Location: Norfolk Salary: £27,000 – £30,000 per annum, dependent on skills, knowledge and experience Hours: Full-time Working: Hybrid working available About the Role An exciting opportunity has arisen to join a growing residential property management team in a Block Management Administrator capacity. The role provides organised and accurate administrative support across a busy residential block and estate management portfolio, with a particular focus on compliance, property records, documentation and coordination. Working closely with experienced Property Managers and the wider property management team, you’ll help ensure important information is accurate, up to date and easily accessible, while coordinating inspections, compliance requirements, contractors and associated documentation. This is a practical support role that would suit someone who is highly organised, detail-focused and confident managing documents, data, deadlines and multiple priorities. You will not be expected to provide specialist legal or technical advice, but you will play an important role in ensuring property management, compliance and administrative processes are handled efficiently and professionally. What's on Offer £27,000 – £30,000 salary, depending on experience. 5 weeks’ annual leave, plus your birthday off. 4 wellbeing days per year. Hybrid working arrangements. Free on-site parking. Employer and employee pension contributions. Professional membership and subscription fees covered. Ongoing training and professional development. Access to an employee rewards platform. Industry-leading technology and systems. Supportive and inclusive working environment. Opportunity to work alongside an experienced property and compliance team within a growing property management business. The company offers a supportive, professional and collaborative environment, with a strong focus on client service, development and maintaining high standards across its property management operation. Key Responsibilities Provide administrative support across a residential block and estate management portfolio. Maintain compliance registers, trackers, document logs and property records. Assist with preparing and collating legal and property information packs. Coordinate Fire Risk Assessments, Health & Safety inspections, fire door inspections and other statutory surveys. Monitor remedial actions and follow up with contractors, consultants and internal teams. Maintain records relating to fire alarms, emergency lighting, lifts, asbestos, water hygiene, electrical installations and other compliance requirements. Support Property Managers with compliance, planned maintenance, major works and contractor management. Liaise with contractors, consultants and specialist advisors to arrange inspections, request reports and chase outstanding documentation. Assist with contractor appointment processes and ensure relevant insurance, certification and accreditation records remain up to date. Produce compliance reports, management information and updates. Maintain accurate records within property management systems, including Qube. Respond to compliance and property-related queries from residents, leaseholders, directors, contractors and colleagues. Assist with internal audits, external inspections and regulatory reviews. Support the communication of building safety and compliance information to residents and other stakeholders. Help improve internal processes, systems and reporting procedures. About You The ideal candidate will have experience in property administration or another strong administrative environment. Previous experience within block management, estate management, leasehold or residential property management would be highly advantageous, but isn’t essential. You’ll need: Strong organisational and administrative skills. Excellent attention to detail and accuracy. The ability to manage multiple tasks and deadlines. Strong communication and relationship-building skills. Confidence dealing with residents, contractors, clients and colleagues. Good IT skills, including Microsoft Office. Confidence using business or property management systems. A practical, solution-focused approach. Knowledge of landlord and tenant legislation, building safety or residential property regulations would be advantageous, as would experience coordinating inspections, contractors or compliance-related activities

This is a fantastic opportunity to join one of the county’s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial. As a Financial Planning Assistant you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times. My clients approach, together with a loyal client base and a talented team, makes joining them as a Financial Planning Assistant a great opportunity for someone who shares their ethos and values. The role is hybrid - 3 days working from my clients Norwich office, 9am to 5pm - Monday to Friday - 2 days homebased. I personally have a history of recruiting top talent for this organisation and the feedback I have from employees is second to none. Key Responsibilities You will help advisers to prepare for client reviews by: Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Adding the details of any missing policy information to IO as required Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges Using the standard templates within IO, create and check the client valuation report and upload to IO Produce any ‘OneNote packs’ requested by the advisers including: • Client Charter, • FE Analytics research on the funds held by the client, • KID (Key Information Documents), • Data capture form from IO, • Client Valuation Report Producing comparisons between old and new centralised investment propositions, • Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email., • If requested, the checking and validation of client income expectations held within the system, • Interrogation of the data and liaison with the adviser to ensure the data held within the system is correct and consequently valuations and revenue will match., • Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients, • Produce client letters as required, • Answering phone calls as they come in via the Main Hunt Group, • Ensure that the level of service, as agreed with each client, is delivered in a timely manner., • To deal efficiently with all day-to-day telephone and email enquiries from clients and providers., • Create and maintain effective client files., • New business processing and application submission., • Liaising with product providers as and when necessary, chasing as often as required., • Keep up to date with new products, technical or legislative changes within the marketplace, • Always comply with the Compliance policies, • Engage with training and development as applicable, • Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Essential Skills, qualities and Experience required: • A minimum 12 month’s IFA administration experience, supporting an advisor, • Previous regulatory or financial industry experience is desirable, • Good written and oral communication skills., • Methodical and organised., • Computer literate, • Accurate with good attention to detail., • Problem solving., • Knowledge of the advice process, • True collaborator, takes initiative, curious, • A desire to learn and develop and step out of comfort zone Essential Qualifications: Good standard of education Maths and English GCSE, grade 5 or above, or equivalent Behaviours: Commercial Awareness Innovation Collaboration Team contribution Professionalism Benefits: Competitive salary up to £35,000.00 Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3-days) Life Assurance Health cash plan Discretionary performance related bonus Employee Assistance Programme As well as further flexible benefits to choose from

Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Chase & Holland are proud to be working with a fast-growing, family-run business in Lincoln to recruit a Management Accountant to join their expanding finance team.

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