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Office Manager Wealth ManagementOur client, a successful and well-established Boutique Wealth Management firm with an outstanding reputation for delivering tailored financial advice, is seeking an experienced and motivated Office Manager to join their growing team.This is an excellent opportunity to become part of a respected organisation that places clients at the heart of everything it does. With a strong and supportive working environment, this role also offers long-term stability,The RoleAs part of a highly professional team, you will be responsible for building and maintaining excellent client relationships and providing strong administration support to the team.Key ResponsibilitiesAbout YouThe ideal candidate will have:Previous administrative experience in financial planning or wealth management.Excellent communication and relationship-building skills.A client-first approach with strong attention to detail.A proactive and professional attitudeWhat's on OfferCompetitive salary and hybrid working.Monday Thursday 09:00 17:00Friday 09:00 16:0025 days annual leave + bank holidaysAccess to high-quality systems and resources.Job descriptionClient Management & PA DutiesHandle incoming telephone calls and emails; liaise professionally with clients, solicitors, accountants, and providersAbility to work alone ; be proactive, organised and detail focused.Support AdvisersAssist with ad-hoc administrative tasks as requiredAbility to confidently and effectively use: Excel, Word, Outlook (Office 365)Post open, scan, update client data and distributeBack office CRM ManagementiO (Intelligent Office) - experience beneficial but not essentialMaintain accurate and up-to-date client recordsManage administrative tasks and workflow items assigned within iOAdd new business (NB) and plans to client records, including income data and supporting documentsDocument designer - to maintain and update standard letters and templatesMI reportsIncome reconcile income statements from providers and match to client plans.Manage PFP (Personal Finance Portal):Invite new clientsMonitor client messages and updatesLiaise with advisers regarding client queriesRegularly attend webinars to keep updated with latest system improvements and implementation. Report to Advisers where necessary.Wrap Platform ManagementAberdeen WRAPOpen and monitor new business casesCheck for outstanding charges and resolveMonitor client cash levels for Income and ChargesProcess withdrawals and drawdown requestsSupport ongoing WRAP servicing and reportingOffice AccountingDaily reconciliation of QuickBooks to bank accountsAdd, match, and upload all bank transactionsInput invoices, bills, income statements, and provider statementsMatch client plans to EDI provider statements and manually uploaded statementsComplete month-end reconciliation of income from providers to Bank cash receiptsMaintain accurate accounting records across systemsNew Business in addition to WRAP and iOProvide monthly New Business submission dataMaintain NB completion records including: Product details, Amounts, Charges, Dates, Ongoing values, Annual premiums for insurance products.Support data collation for annual PII requirementsIf you're looking to join a forward-thinking Wealth Management firm where your expertise will be valued and rewarded, we'd love to hear from you.Todd Hayes Ltd is an equal opportunities employer. Due to the high volume of applications we receive, we regret that we are unable to respond to every applicant individually. However, your details will remain on file, and we will contact you should another suitable opportunity arise.If your application is shortlisted, we will be in touch.TPBN1_UKTJ

Finance & Risk Manager \n Salary: Up to £50,000 | Full-time | Honingham | Hybrid working (1 day per week working from home) \n I'm pleased to be supporting a well-established and purpose-driven organisation with the appointment of a Finance & Risk Manager. This is a broad and hands-on role combining finance, credit risk, debt recovery and business partnering, making it an excellent opportunity for someone who enjoys variety and wants to play a key role in the wider business. \n Working closely with senior stakeholders and operational teams, you'll have responsibility for both the day-to-day financial operation and the development of effective credit and risk processes. You'll also lead and develop a small team, providing support, challenge and direction across the finance function. \n The Role \n Your responsibilities will include: \n\n • Leading credit risk assessments and member/customer due diligence\n, • Monitoring financial exposure and supporting the development of credit risk strategy\n, • Managing debt recovery and credit control activities\n, • Overseeing the sales ledger function\n, • Developing financial, credit and risk reporting\n, • Producing cash flow forecasts and analysing trading performance\n, • Supporting budgeting, forecasting and financial planning\n, • Assisting with month-end and year-end reporting\n, • Providing commercial financial insight and recommendations to senior stakeholders\n, • Identifying opportunities to improve processes, controls and reporting\n, • Leading, coaching and developing members of the finance team\n\n About You \n We're looking for someone with strong experience across credit risk, credit control and debt recovery, combined with a solid understanding of financial reporting and commercial analysis. \n You'll be a confident communicator who can build relationships across different areas of the business and isn't afraid to challenge when required. Previous people management experience is important, as is the ability to work across both operational and strategic areas of finance. \n Experience with ERP systems such as NetSuite would be advantageous. \n What's on Offer? \n\n • 37.5 hours, Monday to Friday\n, • 26 days' holiday + bank holidays, increasing with service\n, • Birthday day off\n, • 8% employer pension contribution\n, • Life assurance\n, • Free onsite parking\n, • Free daily lunch\n, • Cycle to work and salary sacrifice car schemes\n, • Access to a range of health and wellbeing benefits\n\n If you're interested in the role and want to know more, give Jame a call on or email \n

Atkinson Moss is delighted to be supporting a growing business based North of Norwich in their search for a new Finance Manager. Working closely with an established FD, succession planning in mind, the new Finance Manager will be responsible for the following duties: \n\n • Ownership of management accounts production\n, • Cost analysis\n, • Budgeting and forecasting\n, • Systems improvement and refinement of MI data\n, • Supporting a small team\n\n If you are a proven Finance Manager or Management Accountant looking for a role that will evolve and develop your skills, then this could be the one for you. If you’re interested in applying or require more information, please contact Graham Moss at Atkinson Moss. If you have an up-to-date CV please include it with your email. \n Not the job for you? Please do reach out as we have multiple Finance Jobs available in Norfolk and Suffolk.

We have a unique opportunity for a Lead Generation Sales Executive to join our team based in our Norwich office. This role is responsible for hunting for new business opportunities to deliver revenue growth, supporting the sales activities of our sales teams. For further information about careers, please contact: Moneyfacts Group plc is the UK’s leading provider of retail financial product data and has been pioneering financial comparison technology for over 35 years. Moneyfacts' data is used by virtually every bank and building society in the UK, the Bank of England, Financial Conduct Authority, Financial Ombudsman Service, HM Treasury, Prudential Regulatory Authority and UK Finance. Moneyfactscompare.co.uk is the money comparison website with a difference. First launched in 2000 it reaches the customers other comparison websites struggle to find. Moneyfactscompare.co.uk is completely independent and committed to providing the most up-to-date and impartial financial information possible to consumers. Every month hundreds of thousands of consumers compare Savings, ISAs, Mortgages, Insurance, Business Deposits and Commercial Lending products. We have a unique opportunity for a Lead Generation Sales Executive to join our team based in our Norwich offices. This role is responsible for hunting for new business opportunities to deliver revenue growth, supporting the sales activities of our sales teams. The successful candidate will be tasked with generating and following up on new business opportunities, through identifying gaps in business across our main sales areas – data provision, Star Ratings, magazine advertising and digital advertising. They will be responsible for lead generation for customers across banks, building societies and other financial services companies, targeting a wide range of disciplines including Product, Marketing, Communications, Advertising, Research. From Assistant to Executive, Manager to Director, Head of to Chief. The role will involve reaching out via telephone and email to new prospects, maintaining accurate records of outcomes and working with the sales Account Managers to arrange follow-ups. We are looking for an experienced and high-performing B2B Sales Executive who is motivated by the hunt for new business through lead generation. The ideal candidate will have previous experience of new business development or B2B sales in the financial services arena, as well as prior experience in digital/software sales. They will have the ability to adapt messaging according to the target audience. They will be self-motivated with a tenacious approach to identify new opportunities and get through to key decision makers. Previous experience of telemarketing or similar work would be advantageous, along with a knowledge of personal finance products ideally from a banking or building society background. We are looking for someone with a target driven mindset with the confidence and hunger to generate sales independently. This role is part of a dynamic and fun organisation that has been around for over 35 years. • Previous experience of new business development or B2B sales in the financial services arena, • Previous experience in digital/software sales, • Commercial understanding of how affiliate and digital advertising deals work, • Ability to work on own initiative, • Excellent time management skills, with ability to prioritise own workload, • Excellent verbal and written communication skills, • Self-motivated and enthusiastic., • Strong organisational skills, • Applicants must have the right to work in the UK as we do not have a sponsorship license, • Previous experience of telemarketing or similar work, • Experience using CMS tools, • A knowledge of personal finance products ideally from a banking or building society background., • Understanding and experience using Google Analytics Competitive salary, commensurate with experience, plus targeted sales bonus. Full time 35 hours per week Monday-Friday Fully office based with some UK travel on occasion • 25 days holiday plus public holidays + up to 3 days Long Service entitlement, • Birthday day off, • Enhanced Workplace Pension, • Employee Assistance Programme – free access to wellbeing and support tools, • GP24 – free unlimited 24/7 access to a GP, • Group Life Insurance, • Training and development opportunities, • Free car parking for all staff, two private car parks, • Electric vehicle charging points, • Locker rooms with showers and hairdryer, • Fully air-conditioned offices, • Free football car parking on Norwich City FC match days, • Monday Motivation – Free treats on Mondays, • Access to discounted local bus travel We have a great opportunity for an experienced National Account Manager to join our team. They will be responsible for selling and acting as a key consultant for the leading online systems and services we provide, driving revenue growth, contract renewals and product expansion. A fantastic opportunity to join the data and analytics function of the UK’s leading provider of personal finance data We have a fantastic opportunity for Customer Journey & Content Specialist to join the Moneyfactscompare.co.uk team. Responsible for user engagement on Moneyfactscompare.co.uk, acting as a subject matter expert in content and user journey. You will be tasked with driving new and innovative content aimed at increasing revenues earned. This is an exciting opportunity for an Editor for INTEREST to take the publication forwards. Moneyfacts Group is the UK’s leading provider of retail financial product data. Pioneering financial comparison technology for over 35 years, Moneyfacts Group plc data is used throughout the UK Financial Industry. #J-18808-Ljbffr

We have a great opportunity for an experienced National Account Manager to join our team. They will be responsible for selling and acting as a key consultant for the leading online systems and services we provide, driving revenue growth, contract renewals and product expansion.For further information about careers, please contact:01603 476172hr@moneyfacts.co.ukAbout UsMoneyfacts Group plc is the UK’s leading provider of retail financial product data and has been pioneering financial comparison technology for over 35 years.Moneyfacts' data is used by virtually every bank and building society in the UK, the Bank of England, Financial Conduct Authority, Financial Ombudsman Service, HM Treasury, Prudential Regulatory Authority and UK Finance.Our expert research team monitors the tens of thousands of mortgages, savings, credit cards, loans, personal and business banking, pensions & investment products in the UK.Moneyfacts’ leading product data, powers sophisticated financial comparison technology, online systems and data feeds for the UK’s retail financial industry.The Role:We have a great opportunity for an experienced National Account Manager to join our team. They will be responsible for selling and acting as a key consultant for the leading online systems and services we provide, driving revenue growth, contract renewals and product expansion.The role will involve client account management of an existing portfolio, developing strong relationships with high level decision makers. The successful candidate will also be tasked with driving upselling and cross-selling by introducing new product opportunities to existing national clients, as well as securing long term contracts, managing renewal cycles and driving uplifts on revenue.About You:We are looking for someone with executive presence who can confidently engage, present to and build trust with C-suite stakeholders and directors. The successful candidate must be a confident communicator, adept at dealing with all levels of clients and with a background in managing SaaS or tech accounts. Technical acumen is essential, including a working knowledge IT financial products and API technologies, and data literacy. A banking or building society background would be advantageous.The ideal candidate will have strong negotiation skills, and a proven track record of winning new business.As well as working with great people, you also have the opportunity to earn sales bonus on top of your basic salary.So, if you are driven by delivering sales and are a high performing salesperson looking for your next exciting role, we are looking for you.Essential Skills & Experience:Executive Presence: Confidently engaging, presenting, and building trust with C-suite stakeholders and directors. A confident communicator, adept at dealing with all levels of clients, from users of the systems and services in product and analysis departments, through to ‘Heads of’ and ‘Director level’Proven background in managing SaaS / software-as-a-service or tech accounts.Understanding of API technologies.Commercial Acumen: Strong track record of hitting revenue targets, forecasting, and negotiating complex contracts.Good negotiation skillsCommunication: Exceptional presentation and relationship-building skills across diverse corporate levelsSignificant business development experience in the financial services arenaProven sales ability including objection handlingTechnical Acumen: Good knowledge of I.T. financial productsData Literacy: Interpreting dataA demonstrable personal track record of winning new business.A passion for financial servicesSelf-motivated and enthusiastic with excellent account management skillsTeam player as well as being self-motivatedDesirable:A knowledge of personal finance products ideally from a banking or building society backgroundSalaryCompetitive salary commensurate with skills & experience, plus targeted sales bonus.HoursFull time 35 hours per week Monday-FridayFully office based from Norwich, with regular UK travel About UsMoneyfacts Group plc is the UK’s leading provider of retail financial product data and has been pioneering financial comparison technology for over 35 years.Moneyfacts' data is used by virtually every bank and building society in the UK, the Bank of England, Financial Conduct Authority, Financial Ombudsman Service, HM Treasury, Prudential Regulatory Authority and UK Finance.Our expert research team monitors the tens of thousands of mortgages, savings, credit cards, loans, personal and business banking, pensions & investment products in the UK.Moneyfacts’ leading product data, powers sophisticated financial comparison technology, online systems and data feeds for the UK’s retail financial industry.The Role:We have a great opportunity for an experienced National Account Manager to join our team. They will be responsible for selling and acting as a key consultant for the leading online systems and services we provide, driving revenue growth, contract renewals and product expansion.The role will involve client account management of an existing portfolio, developing strong relationships with high level decision makers. The successful candidate will also be tasked with driving upselling and cross-selling by introducing new product opportunities to existing national clients, as well as securing long term contracts, managing renewal cycles and driving uplifts on revenue.About You:We are looking for someone with executive presence who can confidently engage, present to and build trust with C-suite stakeholders and directors. The successful candidate must be a confident communicator, adept at dealing with all levels of clients and with a background in managing SaaS or tech accounts. Technical acumen is essential, including a working knowledge IT financial products and API technologies, and data literacy. A banking or building society background would be advantageous.The ideal candidate will have strong negotiation skills, and a proven track record of winning new business.As well as working with great people, you also have the opportunity to earn sales bonus on top of your basic salary.So, if you are driven by delivering sales and are a high performing salesperson looking for your next exciting role, we are looking for you.Essential Skills & Experience:Executive Presence: Confidently engaging, presenting, and building trust with C-suite stakeholders and directors. A confident communicator, adept at dealing with all levels of clients, from users of the systems and services in product and analysis departments, through to ‘Heads of’ and ‘Director level’Proven background in managing SaaS / software-as-a-service or tech accounts.Understanding of API technologies.Commercial Acumen: Strong track record of hitting revenue targets, forecasting, and negotiating complex contracts.Good negotiation skillsCommunication: Exceptional presentation and relationship-building skills across diverse corporate levelsSignificant business development experience in the financial services arenaProven sales ability including objection handlingTechnical Acumen: Good knowledge of I.T. financial productsData Literacy: Interpreting dataA demonstrable personal track record of winning new business.A passion for financial servicesSelf-motivated and enthusiastic with excellent account management skillsTeam player as well as being self-motivatedDesirable:A knowledge of personal finance products ideally from a banking or building society backgroundSalaryCompetitive salary commensurate with skills & experience, plus targeted sales bonus.HoursFull time 35 hours per week Monday-FridayFully office based from Norwich, with regular UK travel Benefits25 days holiday plus public holidays + up to 3 days Long Service entitlement Birthday day offEnhanced Workplace Pension Employee Assistance Programme – free access to wellbeing and support toolsGP24 – free unlimited 24/7 access to a GPGroup Life Insurance Training and development opportunitiesFree car parking for all staff, two private car parksElectric vehicle charging pointsLocker rooms with showers and hairdryer Fully air-conditioned officesFree football car parking on Norwich City FC match daysMonday Motivation – Free treats on MondaysAccess to discounted local bus travelBenefits25 days holiday plus public holidays + up to 3 days Long Service entitlement Birthday day offEnhanced Workplace Pension Employee Assistance Programme – free access to wellbeing and support toolsGP24 – free unlimited 24/7 access to a GPGroup Life Insurance Training and development opportunitiesFree car parking for all staff, two private car parksElectric vehicle charging pointsLocker rooms with showers and hairdryer Fully air-conditioned officesFree football car parking on Norwich City FC match daysMonday Motivation – Free treats on MondaysAccess to discounted local bus travel

Systems Delivery Manager Location: Remote-first (UK) with occasional travel for team collaboration (Norwich) Salary: £65,000 Reed Technology is partnering with an innovative and growing organisation to recruit a Systems Delivery Manager to join their business transformation function. This is an exciting opportunity for an experienced delivery professional who thrives on turning strategy into action, bringing together people, processes and technology to deliver meaningful business change. Working across multiple business functions, you'll lead the delivery of systems, technology and digital transformation initiatives, ensuring projects are successfully implemented, adopted and deliver measurable business value. Reporting into a senior leadership team, you'll be responsible for coordinating and driving a portfolio of business systems and transformation projects from initiation through to successful delivery. You'll work with stakeholders across commercial, operational, people, finance and technology teams, ensuring priorities remain aligned, risks are managed, and delivery momentum is maintained. Key responsibilities include: Leading the delivery of business systems, digital transformation and technology initiatives. Translating strategic priorities into structured delivery plans and workstreams. Managing project plans, milestones, risks, dependencies and governance. Coordinating cross-functional teams and third-party suppliers. Building strong relationships with technical and non-technical stakeholders. Supporting business readiness, communication and adoption activities. Providing regular project reporting and delivery updates. Driving continuous improvement across delivery processes and ways of working. Skills and Experience We're looking for someone who combines strong delivery expertise with excellent stakeholder management skills. Systems Delivery Manager Programme Manager Senior Project Manager Transformation Manager Change Delivery Manager PMO Lead with significant delivery responsibilityYou should be able to demonstrate: Proven experience delivering complex technology, systems or digital transformation programmes. Strong project and programme management capabilities. Experience managing risks, dependencies, governance and reporting. Excellent stakeholder management and influencing skills. The ability to coordinate multiple teams and competing priorities. Experience working across both business and technology functions. Confidence communicating with senior stakeholders and leadership teams. A proactive, solutions-focused approach to overcoming delivery challenges.This is an opportunity to join a forward-thinking organisation that values collaboration, continuous improvement and meaningful change. You'll play a key role in shaping how systems, people and processes come together to support future growth and success. Apply using the link provided

Office Manager – Wealth Management Our client, a successful and well-established Boutique Wealth Management firm with an outstanding reputation for delivering tailored financial advice, is seeking an experienced and motivated Office Manager to join their growing team. This is an excellent opportunity to become part of a respected organisation that places clients at the heart of everything it does. With a strong and supportive working environment, this role also offers long-term stability, The Role As part of a highly professional team, you will be responsible for building and maintaining excellent client relationships and providing strong administration support to the team. The ideal candidate will have: • Previous administrative experience in financial planning or wealth management., • Excellent communication and relationship-building skills., • A client-first approach with strong attention to detail., • A proactive and professional attitude What's on Offer Competitive salary and hybrid working. Monday – Thursday 09:00 – 17:00 Friday 09:00 – 16:00 25 days annual leave + bank holidays Access to high-quality systems and resources. Job description • Client Management & PA Duties, • Handle incoming telephone calls and emails; liaise professionally with clients, solicitors, accountants, and providers, • Ability to work alone; be proactive, organised and detail focused., • Support Advisers, • Assist with ad-hoc administrative tasks as required, • Ability to confidently and effectively use: Excel, Word, Outlook (Office 365), • Post – open, scan, update client data and distribute Back office CRM Management iO (Intelligent Office) - experience beneficial but not essential • Maintain accurate and up‑to‑date client records, • Manage administrative tasks and workflow items assigned within iO, • Add new business (NB) and plans to client records, including income data and supporting documents, • Document designer - to maintain and update standard letters and templates, • MI reports, • Income – reconcile income statements from providers and match to client plans., • Manage PFP (Personal Finance Portal): Invite new clients Monitor client messages and updates Liaise with advisers regarding client queries Regularly attend webinars to keep updated with latest system improvements and implementation. Report to Advisers where necessary. Wrap Platform Management Aberdeen WRAP – Open and monitor new business cases Check for outstanding charges and resolve Monitor client cash levels for Income and Charges Process withdrawals and drawdown requests Support ongoing WRAP servicing and reporting Office Accounting • Daily reconciliation of QuickBooks to bank accounts, • Add, match, and upload all bank transactions, • Input invoices, bills, income statements, and provider statements, • Match client plans to EDI provider statements and manually uploaded statements, • Complete month‑end reconciliation of income from providers to Bank cash receipts, • Maintain accurate accounting records across systems New Business – in addition to WRAP and iO • Provide monthly New Business submission data, • Maintain NB completion records including: Product details, Amounts, Charges, Dates, Ongoing values, Annual premiums for insurance products., • Support data collation for annual PII requirements If you're looking to join a forward-thinking Wealth Management firm where your expertise will be valued and rewarded, we'd love to hear from you. Todd Hayes Ltd is an equal opportunities employer. Due to the high volume of applications we receive, we regret that we are unable to respond to every applicant individually. However, your details will remain on file, and we will contact you should another suitable opportunity arise. If your application is shortlisted, we will be in touch

Management Accountant North of Norwich | Competitive Salary Atkinson Moss is partnering with a market-leading business north of Norwich to recruit a Management Accountant. This is an exciting opportunity to join a growing organisation where you'll work closely with the Financial Controller, providing financial insight that helps shape business performance. Key responsibilities: • Produce monthly management accounts, including P&L, balance sheet and cash flow., • Prepare budgets, forecasts and financial analysis., • Develop KPI reporting and management information., • Monitor income, expenditure and forecasting., • Support improvements to finance systems, reporting and controls. We're looking for a part or fully qualified accountant (ACA/ACCA/CIMA) or someone qualified by experience with strong management accounting skills. You'll be commercially aware, proactive and keen to develop within a fast-paced, ambitious business. If you're looking for a role where you can make an impact and continue to grow your career, we'd love to hear from you. To apply or find out more, contact Angie Atkinson at Atkinson Moss with your latest CV. Not the right role? We recruit for finance opportunities across Norfolk and Suffolk, including Finance Manager, Financial Accountant, Finance Business Partner and Financial Controller positions