Financial services jobs in Norwich - Page 2Create job alerts

A financial services firm in Norwich is seeking a Senior Financial Planner Assistant to provide high-level administrative support to Financial Planners. The ideal candidate should have a minimum of 3 years’ experience in financial services and be proficient in relevant software.

A leading financial services company in Norwich is seeking a Pensions Administrator to join their Bulk Purchase Annuity administration team. The company offers flexible working options and a comprehensive training program.

A growing financial services firm in Norwich seeks ambitious, recently qualified advisers to join their expanding team. This position offers full training and a ready-made client base for those transitioning into a client-facing Financial Adviser role.

Salary: £39,835.85 per annum plus Veolia benefits £5.00 daily meal allowance Hours: 48 hours per week, Monday to Friday 4am starts, 1 in 4 Saturdays working required Location: Norwich, NR5 0TL When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. With one of the largest growing fleets in the UK, our drivers are pivotal to delivering essential services. They work hard to serve their local communities and make a positive impact every day. Whether you're looking to overhaul the industry, or just do a good day's work, we know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you; 22 days of annual leave Refer a driver to us once you've joined and earn £1000 Access to our people's pension scheme Free physiotherapy service Discounts on everything from groceries to well known retailers Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to Ongoing training and development opportunities, allowing you to reach your full potentialWhat you'll be doing; Driving to planned collection locations and moving and emptying multiple waste containers Lifting bins of all weights and sizes Completing daily checks of the vehicle as per our driver operator handbook Ensuring all information is input into the onboard system and all paperwork is kept up to date and submitted daily Complying with all traffic laws and legislation including security and weight of loads Ensuring that the carriageway is left in a clean condition and any spillages are cleaned upWhat we're looking for; Essential Class 2 (Cat C) licence Up to date CPC / Digi card Waste Management experience Desirable Being a team player is key to ensuring our collections run smoothly. A can do attitude and strong time management skills What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive. If you are successful in securing a new role or promotion within the company, any offer to you may be subject to the acceptance of standardised terms and conditions. These new terms and conditions may differ from your current contract, if you have any questions about how this might affect you, please don't hesitate to contact your line manager or the HR team. What's next? Apply today, so we can make a difference for generations to come. We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career. We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles. We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive

My client is looking for an experienced Financial Services Administrator to join their established and experienced advice support team. My clients’ boutique financial planning practice is just outside of the city centre to the East of Norwich, they are a close-knit group who are extremely friendly and supportive with excellent retention of staff. This role has arisen out of a requirement for further adviser support. My client could consider someone looking for a four day week, providing they have the necessary experience. Job Type: Permanent, Office Based Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year) Hours: Monday to Friday 9am- 5pm (35 hours) Location: Office based, Norwich, Norfolk Benefits: Free car parking, Group DIS, Perkbox discount scheme and pension following successful completion of probationary period This position entails working closely with a specified adviser providing one-to-one support on all aspects of business processing including: new business applications, withdrawal of funds, fund switches, administration of existing plans, providing client valuations and review letters. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Procedures for both new business and client reviews are well established. Occasional cross-team support will be required to cover holiday’s or sickness. Key Skills • Previous experience in administration processes within an IFA practice, • Experience of Intelliflo and Transact - desirable, • Knowledge of products and procedures, • Administration of pensions including drawdown and FAD, investments including WRAPs, • Articulate, good communication and organizational skills, • Ability to work within established team structure, • Ability to prioritise workload and perform to a high standard in pressurised environment, • Attention to detail

My client is a well-established Financial Planning firm with offices based in rural Norfolk. My client can offer an excellent working environment, working in their beautiful purpose-built office building, here you will feel well looked after and valued as part of an established, professional and positive team. My client based on the outskirts of Norwich, have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. The ideal candidate will have a minimum of two years’ experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge The requisite technical knowledge and qualifications, to meet FCA and company expectations. Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. A high degree of technical product and tax knowledge enabling the most appropriate client solutions. The ability to be able to multi task and juggle a busy workload. General Responsibilities • Keep up to date with relevant product, legislative and technical changes., • Ensure relevant CPD is maintained and recorded accurately., • Promoting the profile of the business within the professional and wider community., • Developing and maintaining internal relationships across the business to meet expected business and income targets. Key Responsibilities Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up Interpreting and analyzing data obtained from Advisers and 3rd parties Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Independently identifying planning needs Implementing and evidencing clear centralised paraplanning procedures Proficient use of cash flow modeling software Coordinating the Paraplan work log and ensuring work is completed within service standards Communicating with the Advisers regarding their work requests Maintenance and development of compliant client suitability templates and factual technical collateral Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client Coordination of AIS model portfolio solution and follow up with clients and platform providers Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal Coordination of ongoing client assessments of suitability and the drawdown review service Review investment portfolios, performance and asset allocation Carry out due diligence Submitting business and managing the case to completion Effective time and caseload management Managing, recording and monitoring client reviews Assisting with the writing of technical communications for mass communications to clients and professionals Project work, management and coordination Providing technical training to team members Arranging training sessions for the team members Preparation of existing client files for review and managing review requirements to ensure all client files are compliant Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client Providing technical support to the Advisers and other team members Answering technical client queries Ability to achieve desired outcomes with minimum supervision Updating the company’s research file Accurate system updating on IO Competent administration through wrap platforms utilized by the company Benefits Pension (auto-enrolment) 28 days holiday (3 of which are kept aside for the festive period office closure) 4 x Death in Service Full support for relevant Qualifications Discretionary bonus Birthday day off if it falls on a working day Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) Early finish on a Friday (3pm) Free fruit in the office Flu vaccination voucher

About Acora We’ve been on a mission to improve end user satisfaction since the day we were founded over 25 years ago. As champions of premium experience-led IT services, it is who we are. We constantly challenge old assumptions and inherited wisdom, and demonstrate there are other, better ways to do things. Based in the UK, with offices globally USA, South Africa, Sri Lanka, Kuala Lumpur and Macedonia, we now provide a huge range of market-leading managed services, Microsoft-centric business software and cloud solutions to over 300 ambitious mid-market organisations. And in response to our customers’ changing needs, and the growing threats we all face, we’ve massively strengthened our well-established cyber security capabilities. Our mission is to unleash the potential of people through amazing IT experiences. Role Description You will be responsible for the planning, installation and documentation of IT systems and networks for larger projects working both at the office and customer sites, whilst ensuring customer communication is upheld. To work under the guidance of the Senior Installations Engineer on project delivery and successful delivery of new products and services. You will be required to instruct/work with fellow team members as well as liaise with customers on projects and financial matters. Activities include but are not limited to, server work, networking, project planning, project management, Office 365 and telephony deployments, collaborating with internal teams whilst understanding customer needs and ensuring successful delivery of projects. Key Responsibilities * Case management * Delivering project work * Attending customer meetings * Highlighting and identifying customer improvements to the Account Manager and other departments Key Skills * Proven experience working within an internal or outsourced IT department * Knowledge of current Microsoft Server Operating Systems * Knowledge of Microsoft 365 products * Knowledge of firewalls and IPsec tunnels * Knowledge of IP-based networks and VLANs Equal Opportunities at Acora Acora is an equal opportunity employer, committed to providing equal opportunities regardless of race or ethnic origin, gender identity, family situation, sexual orientation, disability, religion or age. We hire our people on the basis of qualifications, merit, skills, and business need. Acora is a Level 1 Disability Confident Committed Employer and will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive equitable benefits and all privileges of employment. Please contact us to request any reasonable adjustments. Join us at Acora in creating a workplace where everyone can succeed and make an impact. We look forward to welcoming you to our team

Head of Commercial Motor Claims This is a great job for someone who is an experienced operational leader, confident shaping strategy, and passionate about delivering outstanding customer and broker outcomes in a complex, fast-moving environment. It will suit you if youve led large customer operations, driven change at scale, and enjoy bringing people together to deliver great results across the full commercial value chain. A bit about the job Youll lead our Commercial Motor Claims Customer function and guide the full journey from first notification through to settlement. Youll help us deliver brilliant customer outcomes and strengthen our market-leading indemnity position. Youll work closely with our broker network, building relationships that are both strong and trusted. Youll join a supportive and collaborative Claims leadership team that values insight, innovation and clear operational direction. A key part of this role is working closely with Underwriting, Pricing and Distribution to ensure strong alignment across the end-to-end motor business. Youll play a central role in shaping how we use digital capability, analytics and partnerships to transform our service. Youll be accountable for operational performance, strategic delivery and coaching a high-performing team to achieve their best. Strengthening relationships with brokers and external partners will also be essential to enhancing our service, improving outcomes and supporting sustainable commercial growth. Skills and experience were looking for: Strong senior-level expertise in motor insurance and claims management within a regulated financial services environment. Proven leadership of large, complex customer operations delivering strong customer and commercial outcomes. Experience leading teams through major organisational or digital transformation. Ability to drive operational excellence, manage risk and ensure compliance with FCA requirements. Skilled at building positive relationships with senior stakeholders across Underwriting, Pricing, Distribution and Claims, as well as managing and developing strong broker relationships. What youll get for this role: Our purpose - with you today, for a better tomorrow is a promise we make to our colleagues too . And one of the ways we live up to that promise is by investing in you . We have so much to offer when it comes to being an Aviva colleague. Starting salary competetive (depending on location, skills, experience, and qualifications) Bonus opportunity 25 % of annual salary Actual amount depends on your performance and Avivas. Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in. 2 9 days holiday plus bank holidays, and you can choose to buy or sell up to 5 days Aviva-funded Private Medical Benefit to help you get expert support when you need it Make your money go further - Up to 40% discount on Aviva products , and other retailer discounts Up to £1,200 of free Aviva shares per year through our Matching Share Plan and share in the success of Aviva with our Save As You Earn scheme Brilliantly supportive policies including parental and carers leave Flexible benefits to suit you, including sustainability options such as cycle to work Make a difference, be part of our Aviva Communities and use your 3 paid volunteering days to help others We take your wellbeing seriously with lots of support and tools Take a look to learn more. Put a salary into this calculator to see what your total Aviva Reward could be. Aviva is for everyone: Were inclusive and welcome everyone we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you dont , we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares. We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working spending at least 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues. TPBN1_UKTJ

Registered Manager – Children’s Home (Specialist Mental Health) Newmarket Up to £60,000 + £10,000 Bonus + £5,000 Welcome Bonus The Opportunity We are recruiting for an experienced Registered Manager to lead a specialist children’s residential service supporting young people with complex mental health needs. This is a standout opportunity offering a strong salary package, significant bonuses, and full operational ownership of a service within a well-resourced and supportive organisation. About the Service • Specialist children’s home, • Supporting young people with mental health and emotional needs, • Therapeutic, structured environment, • Focus on long-term outcomes, stability, and development Key Responsibilities • Lead the day-to-day management of the home in line with Ofsted regulations, • Deliver and maintain high-quality, person-centred care, • Drive strong inspection outcomes, • Recruit, manage and develop a high-performing team, • Oversee safeguarding, compliance, and risk management, • Build a positive, stable and outcome-focused environment for young people What We’re Looking For • Proven experience as a Registered Manager within a children’s home or a strong Deputy looking to step up., • Strong understanding of Ofsted regulations and inspection frameworks, • Experience supporting young people with:, • Mental health needs, • Emotional and behavioural challenges, • Level 5 Diploma in Leadership & Management (or working towards), • Confident leader with a track record of improving services What’s On Offer Salary up to £60,000 £10,000 performance bonus £5,000 welcome bonus • Strong operational and senior leadership support, • Real opportunity to shape and lead a specialist service, • Clear pathway for further progression Apply Now If you’re an experienced Registered Manager looking for a role with real impact, strong financial package, and career progression, apply now or contact us for a confidential discussion

About the role As our Care Home Manager, you will oversee the daily operations of the home. As a regulated business, we expect the candidate to be registered with the Care Quality Commission (CQC) and be familiar with all the relevant legislation and regulations. You will be responsible for ensuring that the home provides high-quality care and support to our residents, whilst meeting financial targets and maintaining full occupancy. You will be supported externally by dedicated Operations and Central teams, and within the home you will have the support of a Deputy Manager and Administrator, as well as Hospitality and Housekeeping teams. These teams will collaborate with you to ensure smooth operations and exceptional care for our residents. Reports to: Operations Manager Key duties and responsibilities • Provide leadership and direction to the home’s staff team, promoting a culture of kindness, compassion, and empathy. • Ensure the home meets all regulatory requirements, including those set by the CQC, and maintain excellent standards of care and support. • Manage the home’s budget, ensuring financial targets are met and costs are effectively managed. • Develop and implement a strategic marketing plan to maintain full occupancy and promote the home’s services to potential residents, families, and stakeholders. • Build and maintain positive relationships with residents, families, and all stakeholders, responding effectively to their needs and concerns. Skills and attributes Previous experience managing a nursing / residential home. A strong working knowledge of CQC standards with a proven record of working towards achieving Outstanding ratings. Excellent communication skills and the ability to maintain effective working relationships with internal and external professionals, families, and visitors. A proven track record of marketing and business skills within the private care sector, running a commercially successful care home. Enthusiasm and passion for developing high levels of person-centred care. Ability to actively participate in the growth and development of the care service. Education and qualification Preferably NMC registered nurse with relevant post-registration experience (desirable but not essential). What will you gain? You will have the satisfaction of working with and being supported by an enthusiastic and caring team that puts people at the heart of the business. We know the happiness of our staff improves the service we give our residents. You will have plenty of opportunities to learn and develop your skills, and we have the procedures and processes in place to help you at every step

Most Project Engineer roles look the same. You inherit half-defined projects, chase updates across departments, and spend more time reporting problems than actually solving them. This one is different. You’ll take ownership of engineering projects from handover through to completion in a business delivering complex energy and offshore systems worldwide. The work sits at the intersection of engineering, commercial delivery and client coordination. You’re the person keeping the whole thing moving. What you’ll be doing You’ll act as the focal point for assigned projects - coordinating internal teams, suppliers and clients to ensure delivery stays on track. Typical responsibilities include: Owning projects from handover through to delivery and completion Managing schedules, project milestones and critical path items Coordinating engineering, commercial and operational teams Identifying risks early across design, commercial and delivery stages Managing procurement of materials and services to meet project timelines Leading project kick-off meetings and design reviews Tracking financial performance and forecasting costs Supporting commissioning, mobilisation and project close-out activities You’ll also work closely with senior engineers and directors when presenting project progress and resolving delivery challenges. The environment This role sits inside a specialist engineering business operating in the energy and offshore sector. Projects can involve multiple stakeholders, tight timelines and technically complex equipment. You’ll spend most of your time based in the Norwich office, working closely with engineering, operations and commercial teams. Some travel and occasional site work may be required depending on project needs. What’s on offer Salary up to £40,000 Norwich based role Exposure to international engineering projects Real ownership of project delivery A close-knit technical team where you’ll work directly with experienced engineers and leadership Who this role suits This will suit someone early in their project engineering career who wants real responsibility rather than just assisting senior engineers. You’ll likely have: Experience supporting or managing engineering projects The ability to coordinate multiple stakeholders and priorities A practical understanding of engineering delivery environments Strong organisational and communication skills If you enjoy being the person who brings structure to complex projects and keeps delivery moving, this is worth exploring. If you’d like more detail, apply or get in touch for a confidential conversation

NXTGEN are representing a well-established, high-growth financial services organisation seeking an experienced Financial Adviser to make an immediate impact. This is a fantastic opportunity for a proven professional to take ownership of a portfolio, provide strategic advice, and build long-term relationships with high-net-worth and corporate clients. You will deliver advice across investments, pensions, protection, tax planning, and estate strategies, while also supporting and mentoring junior team members. Backed by a strong support team, you'll have the autonomy to manage your own cases and focus on delivering exceptional client outcomes. Key Responsibilities Lead client meetings and provide tailored, strategic financial advice Develop and implement financial plans across investments, pensions, protection, and estate planning Manage client portfolios and retirement strategies Maintain long-term relationships through ongoing reviews and guidance Ensure all advice meets FCA and compliance standardsRequirements Level 4 Diploma in Regulated Financial Planning (minimum) Proven experience delivering financial advice across multiple areas Strong analytical, client management, and advisory skills Proactive, commercially aware, and able to mentor junior colleagues Benefits Comprehensive package including pension, life cover, income protection, volunteering day, corporate discounts, and a supportive, collaborative work environment. This is an excellent opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio and grow their career in a thriving, people-focused business. This is a fantastic opportunity for an experienced Financial Adviser looking to take full ownership of their portfolio, make a tangible impact, and grow their career within a thriving, people-focused business. Salary DOE

Are you an experienced Change professional who can turn strategy into action? We are recruiting for a Group Change Delivery Manager to join a well-established Insurance business. This is a great opportunity for someone who enjoys leading business change, managing delivery from scope through to completion, and working across multiple teams, including internationally, to achieve meaningful outcomes for the business. This is a chance to join a respected Insurance business in a role where you can influence change, improve delivery performance and help shape future ways of working. You'll have the opportunity to work at both a strategic and hands-on level while making a genuine impact. If you enjoy leading change, creating structure and bringing people together to deliver successful outcomes, this could be a great next step. You will take ownership of end-to-end delivery, ensuring projects are completed within agreed scope, time, cost and quality measures. Working closely with key stakeholders, technical leads and cross-functional teams, you will help shape new ways of working and lead the wider change initiatives across the business. What you'll be doing as a Change Delivery Manager Leading end-to-end delivery across business change projects Driving business change, particularly across technology-focused projects Leading planning, tracking, reporting and change activity for senior management Working with cross-functional teams to deliver projects within agreed scope, time, cost and quality Supporting stakeholders, platform owners and technical leads to deliver key priorities and roadmaps Identifying and managing risks, budgets, forecasts and overall project performance Building strong relationships internally and externally to support successful deliveryYou will ideally have to be a Change Delivery Manager Experience scoping, planning and delivering business change projects within an Insurance, Financial Services or Contact Centre environment A proven track record of delivering change within technology-focused environments A strong understanding of organisational structures, operating models and ways of working Experience across technical, financial, operational and people-related areas Experience including budgets, forecasting and cost control Experience leading across multiple teams and managing a range of stakeholders The confidence to challenge the status quo and drive improvement

Progressive Tax Manager or Senior Tax Manager role with a leading Accountancy firm in Norwich. You will be a key player in the tax team, providing expert tax advice and assistance to our clients. You will manage and supervise staff, ensuring that the firm's high standards of service are maintained. Your role will involve assisting with various projects, ensuring compliance with tax laws and regulations, and developing new strategies to optimise your client's tax position. Job requirements CTA Qualified or equivalent experience of working in a tax environment Practical experience with OMB tax issues includes income tax, corporation tax, capital gains tax and inheritance tax. Can use quick and clear thought to identify multiple solutions Demonstrate a "can do" approach to problem-solving Excellent client service and communication skills, including the ability to tailor your approach provided depending on the specific client. Job responsibilities Present solutions to complex technical issues. Develop solutions in your service area Understand the firms' products and services. Participate in cross-selling and business development activities Build rapport with clients. Meet their demands and provide creative tax solutions Plan and perform tax consultancy assignments. Prepare and file requests while acting as the first point of contact for all queries. Adhere to risk management processes. Ensure compliance with internal procedures Ensure timely billing. Manage work in progress to meet recoverability goals Salary and Benefits Competitive salary and benefits package A supportive and inclusive work environment where your contributions are valued Opportunities for career growth and advancement within the firm A chance to make a real impact on our client's financial success What you'll get in return Flexible working options available. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

My client is looking for an experienced Financial Planning savvy professional to join them as an Administrator / Paraplanner, the ideal candidate will have worked in holistic financial planning in the capacity of an administrator who is looking to further their career or be someone new to the sector with a transferable background and/or a keenness to build a career in the Financial Services world. Additional exposure to elements of Paraplanning such as research and report writing would be advantageous but not essential. My clients’ offices are just outside of the city centre to the East of Norwich, they are a close-knit group, who are extremely friendly and supportive with excellent staff retention. This role has arisen out of a requirement for additional adviser support due to the internal progression of existing staff. This role will be to support the Managing Director with their administration and paraplanning tasks. Salary level: £33,800 -£36,500 depending on experience Job Type: Permanent, Office Based Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year) Hours: Monday to Friday 9am- 5pm Location: Office based, Norwich, Norfolk Benefits: Free car parking, Group DIS, Perkbox discount scheme and Group Pension membership following successful completion of probationary period This position entails working closely with the MD and providing one to one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via the telephone, email and letter. The key tasks of the Administrator/ Paraplanner include: • Previous experience in administration processes within an IFA practice, • Experience of Paraplanning processes within an IFA practice an advantage, but not essential, • Experience of Intelliflo and Transact - desirable, • Knowledge of products and procedures, • Articulate, good communication and organisational skills, • Ability to work within established team structure, • Ability to prioritise workload, • Perform to a high standard in a pressurised environment, where necessary, • Attention to detail My clients’ procedures for both new business and client reviews are well established, and training can be provided. Occasional cross-team support will be required to cover holiday’s and/or sickness. Key Skills • Previous experience in administration processes within an IFA practice is desirable, • Experience of Paraplanning processes within an IFA practice would be an advantage, but are not essential, • Experience of Intelliflo and Transact is desirable, • Knowledge of products and procedures, • You will be articulate, a good communicator and have excellent organisational skills, • The ability to work within an established team structure, • The ability to prioritise your workload, • Experience of performing to a high standard in a pressurised environment, where necessary, • Hold a good attention to detail My client is a long-established, busy practice and it is important that their valued clients and their money is looked after efficiently and appropriately. My client has been a directly authorised Advisory Firm since 1996. My clients back-office system is Intelligent Office which is used for all admin processes. Transact is their preferred platform, with Aviva as their secondary platform

Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff. The ideal candidate will have a minimum of two years’ experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class proactive support service to the Advisers and clients. Working closely with the Advisers, Directors and Paraplanners, you will be responsible for ensuring the client always receives the highest level of service. You will need to enjoy working as part of a successful team and be able to actively contribute towards a common goal. You will be expected to arrange plans and investments as recommended by the Advisers and provide administrative and technical support to enable them to advise their clients accordingly ensuring compliance and regulatory requirements are adhered to. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. It is expected that you are working towards the CII or CISI professional qualification benchmark or be committed to achieving this. My client will assist you with financial support for further training and examination where relevant, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge • Good understanding of financial services terminology., • Knowledge of financial services solutions and associated regulatory and compliance requirements (for example tax efficient investments, retirement provision, investments, protection, ‘know your client’)., • Ability to multi-task and juggle a busy and varied workload., • Ability to accurately follow a process. General Responsibilities • Liaising with product, wrap and solution providers., • Developing and maintaining internal relationships across the business, communicating effectively., • Responding to internal and external queries promptly., • Ensuring processes and procedures are followed and service standards are met., • Time and priority management. Specific Responsibilities Arranging agency servicing transfers and ensuring plan information is accurate and up to date Keeping up to date with IT and back-office systems changes to ensure efficiency and accuracy Preparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuring post meeting actions are processed within service level agreements Diary and task management of client work Processing and submitting new business Processing and submitting changes to existing plans, investments and policies (for example amendments to premiums, withdrawals, funds) Producing plan, policy, fund information Ensuring the client file meets auditing expectations Annual re-assessments of suitability Annual drawdown re-assessment Processing changes to client details and liaising with 3rd parties to ensure changes are accurately completed Data extraction, checking and analysis Prioritising work and contributing to the team and business goals Taking accurate minutes of meetings Client communication (letter, email, telephone and face to face) Bulk mailing (letter and email) Assisting with implementing and improving administrative processes Ensuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered to Accurate system updating Identifying and rectifying errors Preparing and dispatching client valuation reports Providing technical support to the Advisers and other team members Answering technical client queries Competent administration through wrap platforms utilized by the company Answering the telephone promptly and communicating positively and effectively Other ad hoc duties as required. Benefits My client have a flexible approach, operating a 37 hour week, you are able to start between 8 and 9 and leave anytime between 5 and 6, Fridays are 9-3 for everyone, you can take between 1 and 1.5hrs for lunch. Death in service 4 x salary Free Parking Standard pension, 3% employer contribution Holiday entitlement is 26 days (an extra day off for your Birthday if it falls on a working day). Financial assistance with further and ongoing studies

Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance, including anti-money laundering. Good working knowledge of UK and International GAAS, IFRS, UK GAAP and Financial Reporting requirements.

Self-Employed Mortgage Broker / Financial Services Advisor. Mortgage Broker / Financial Services Advisor. This role is ideal for a Mortgage Broker / Financial Services Advisor who wants consistent, high-quality leads, strong earnings, the backing of proven systems and without onerous network interfe

Community Growth Manager/community development manager High Education.This is a new and exclusive opportunity for a Community Growth Manager/community development manager to join this Higher Education business as they are expanding their online community.Title: Community Growth Manager/community dev

You will be a qualified Accountant / passed finalist with a recognised body (CIMA, ACCA, ACA) with significant financial Accounting and Treasury experience. Your role will be to develop and manage the Treasury and Financial Accounting team and use your leadership skills to embed a high performing cu

Executive Search Consultant - Financial Services.

Mortgage and Protection Broker - Self-EmployedRemote | Uncapped EarningsWinstree Financial Services is an established firm of Independent Mortgage and Protection Consultants based in Colchester, Essex, supporting clients across the UK.

Ideas | People | Trust We're BDO.An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth b

Basic Salary + Uncapped Commission£50,000 OTE First Year | £70,000+ Once EstablishedCheltenham | Full-Time | Permanent | MondayFridayLooking for a sales role where your earning potential reflects your performance? This opportunity offers a strong basic salary combined with uncapped commission, all

Job description: Business Change Technical SpecialistLocation: Leeds or London, UK (3 days in office)Relevant Experience: 15+ YearsRole PurposeThe Business Change Technical Specialist supports the adoption of business and IT change within a division, ensuring operational readiness and enabling timel

Looking for a sales role where your ambition and performance are genuinely rewarded? This opportunity offers a strong basic salary, uncapped commission and the chance to join a growing team launching a new Cheltenham office for a major UK financial services provider.

Proven track record in the financial services industry, preferably with global banks.

Our client is a specialist risk analytics and consulting firm focused on the financial services sector. To qualify for the role, you will have 2-5 years of business development experience gained at a financial services consultancy.

Senior Relationship Manager (Financial Services). Most roles in financial services push you into a lane. You understand how lending or financial products work, you can hold your own with senior stakeholders, and you’re comfortable operating in a more nuanced, advisory environment.

Global Financial services client now requires a Business Development Manager to join their Fraud and Identification team. Proven B2B sales experience in software/data within Financial Services.

Financial Services and Insurance (FSI) is one of our four verticals experiencing significant growth across Capital Markets, Commodities Trading, Banking and Insurance. Shape the future of AI in financial services with Tier II institutions.

Whats in it for you?Strong basic salary with uncapped commission and exceptional earning potentialRealistic six figure on target earnings for high performersRegular bonuses and incentives rewarding strong performanceComprehensive in house training designed to help you maximise earnings quicklyOngoin

Siamo Recruitment are proud to be partnering with a well-established financial firm based in Swindon.

New Business Coordinator (Sales Support) £24-26K + performance bonus Yeadon (Leeds) | Hybrid working Some people love the chase and others love making sure everything behind the scenes is watertight.If you're the kind of person who gets genuine satisfaction from accuracy, organisation and knowing

Financial Services AdministratorLocation: Gillingham, DorsetSalary: Highly CompetitiveJob Types: Full-time, Permanent - Hybrid working availableAre you looking for a career in Financial Services?Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their frien

Candidates should possess a consultative mindset and experience in financial services. A specialist professional services firm is seeking a Senior Business Development Manager to enhance client relationships and drive sustainable growth.

Brook Financial Services is part of.

The ideal candidate will have over 5 years of marketing experience in the UK financial services sector and a proven ability to manage integrated campaigns across various channels. A prominent financial services firm seeks a Regional Marketing Manager to execute and lead UK marketing initiatives.

A global technology company is seeking a Technical Partner in London to help clients leverage their Cloud solutions.The ideal candidate will possess a Bachelor's degree and at least 10 years of experience in cloud native architecture.Key responsibilities include developing technical account plans, d

A leading cloud services provider is seeking a Principal Architect in Financial Services to develop technical account plans and lead strategic initiatives. The role requires extensive experience in cloud native architecture and stakeholder engagement within financial services.

A leading specialist investment led fund management business which is growing steadily and has 13 investment teams with several billion under asset management is seeking adynamic EA to support two Partners in the Technology Team, the largest team in terms of Assets under management and team members.

We are looking for a dynamic, ambitious and proactive individual with experience in working in an equivalent position within a leading professional services firm or in‑house internal audit function within the financial services industry. At the heart of Consulting are the six solutions we offer ou

Ensure all finance activity complies with firm policies, VAT regulations and financial reporting requirements. Develop an understanding of how WIP treatment impacts financial reporting and KPIs. Minimum two years' Elite 3E billing experience within a professional services environment.

The ideal candidate will have ACA/CTA qualifications and significant corporate tax experience, particularly in financial services or professional services. A growing financial services firm in London seeks an Associate Tax Director to focus on corporation tax issues.

Maintaining expertise in UK and global tax legislation, applying complex rules to provide practical guidance for banking, capital markets, FinTech and broader financial services clients to guide our clients through change. You have post-qualification tax experience, and a good understanding of UK ta

A leading financial services firm in the Greater London area seeks a seasoned lawyer to advise on legal and regulatory matters impacting trade processing. Candidates should possess UK legal qualifications and 8 to 15 years of experience, particularly in financial services.

Bid & Pursuit Executive (Financial Services). Are you a sharp writer with a talent for turning complex ideas into compelling, client focused proposals? Join a fast paced Bids & Pursuits team where you'll shape winning strategies and deliver standout submissions across the Financial Services sector.