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R13 are recruiting for multiple job roles across different levels. Whether you’re experienced in providing IFA support or have progressed to paraplanning or management level, we want to hear from you. All positions are based in Norwich (hybrid working available), full-time, working closely with a dynamic advisory team. Offering strong opportunities for professional development and study support, including funding for exams and ongoing training, these opportunities will allow for exposure to a broad range of financial planning work - from investments and pensions to protection, retirement planning and more. Working within collaborative and growing environments where hard work and ambition are recognised and encouraged. We're looking for detail-oriented, numerate, effective communicators who can handle client data professionally and are motivated to progress their careers from support roles through to adviser or paraplanner pathways. Financial Planning Assistant • Ideal for those with around 1–2 years’ experience in IFAs or support/admin roles., • You’ll support Financial Planners by preparing documentation and reports, helping with meeting preparation, maintaining client data, liaising with clients and providers and gaining exposure to diverse planning work. Financial Services Administration Manager • Seeking proven leadership experience in managing Financial Services administration teams, with strong knowledge of pensions, investments, life assurance and FCA compliance - alongside the ability to coach staff, improve workflows and oversee operational performance., • You will lead and develop an established Financial Services administration function, ensuring efficient operations, regulatory compliance, excellent client outcomes and continuous improvement across systems, processes and team performance. Paraplanner • For candidates with technical capability, ideally with (or working toward) a Level 4 Diploma in Financial Planning or equivalent., • Duties include research, fund/product analysis, preparing suitability and recommendation reports, cash-flow/retirement modelling, compliance support and aiding advisers across a range of client types. How to apply To hear more details about these fantastic opportunities, please email your CV to Ruth Harding, Business Director at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.

Financial Services Administration Manager We are partnering with a well-established and highly respected Financial Services organisation to recruit an experienced Financial Services Administration Manager to lead and develop its administration function. This is a key leadership role within a growing business that provides holistic financial planning solutions to both personal and corporate clients across areas including investments, pensions, protection and tax planning. The role You will oversee the day-to-day management of a sizeable Financial Services administration team, ensuring workloads are effectively managed across Wealth, Corporate and Protection business lines. Working closely with senior leadership and compliance teams, you will help drive continuous improvement across processes, systems and service delivery, while promoting a strong client-focused culture throughout the business. Key responsibilities include: • Leading, motivating and developing a Financial Services administration team, • Managing workflows, resource planning and service levels across the department, • Supporting the servicing of existing business and new business processing, • Ensuring FCA and compliance standards are consistently met, • Driving process improvements and operational efficiencies, • Conducting appraisals, one-to-ones, performance management and coaching, • Identifying training and development needs across the team, • Supporting projects, systems enhancements and operational initiatives, • Producing management information and reporting for senior leadership, • Working collaboratively with stakeholders across the wider business What we’re looking for We are looking for a confident and proactive people leader with strong Financial Services knowledge and experience managing administration functions within a regulated environment. The ideal candidate will have: • Proven experience managing Financial Services administration teams, • Strong leadership, coaching and people management skills, • Good knowledge of pensions, investments and protection products, • Excellent organisational and delegation abilities, • Experience improving workflows, processes and operational efficiency, • Strong communication and stakeholder management skills, • Experience supporting performance management and staff development, • A collaborative and improvement-focused mindset Why apply? • Opportunity to join a respected and growing Financial Services business, • Genuine leadership role with scope to influence and improve operations, • Supportive and collaborative working environment, • Long-term career progression opportunities, • Strong focus on quality, compliance and client outcomes rather than volume-led targets

About Our ClientOur client is a leading UK wealth management and financial planning business, providing a comprehensive range of financial advice, investment management, retirement planning and protection solutions to individuals and businesses. Through a combination of organic growth and strategic acquisitions, they continue to expand their national presence while maintaining a strong focus on client outcomes, regulatory excellence and Adviser development. The OpportunityOur client is seeking an experienced Training & Competence Manager to join their compliance function. This role is responsible for supporting the development of Trainee Financial Planners through to Competent Adviser Status (CAS), assessing the competency of Advisers joining the business through acquisitions and providing ongoing supervision and coaching to qualified Financial Planners. The successful candidate will play a key role in maintaining high professional standards, ensuring regulatory compliance and fostering a positive culture of continuous learning and development across the Adviser community. Key Responsibilities • Act as a first-line Supervisor for Financial Planners across multiple locations, • Ensure Advisers are supervised in line with the firm's training & competence scheme, • Deliver new entrant training programmes and other training interventions as required, • Work closely with learning & development teams to support Trainee Advisers through to CAS and beyond, • Conduct role plays, live observations, file reviews and competency assessments, • Provide constructive feedback, coaching and development support to Advisers, • Review performance metrics and KPIs to identify development needs and agree appropriate CPD plans, • Support the maintenance and development of training materials, policies and procedures, • Ensure personal competency and regulatory knowledge remain up to date, • Promote a client-centric culture and share best practice across the business, • Support the wider compliance function in maintaining effective systems and controls Skills & Experience • Current experience in a training & competence role within financial services, • Proven experience supervising Financial Planners across investments, pensions and protection, • Strong coaching and mentoring capabilities, • In-depth understanding of FCA regulations and training & competence requirements, • Knowledge of complaints handling procedures and regulatory obligations, • Understanding of financial crime regulations and GDPR requirements, • Experience updating policies, procedures and training materials, • Strong Microsoft Office skills, • Commercially aware with a collaborative and professional approach Qualifications • Level 4 diploma in Financial Planning (or equivalent) as a minimum, • Additional qualifications such as AF7, CF8, ER1, H15, J07, or AF6 would be advantageous but are not essential What's on Offer? • Opportunity to join a growing and highly respected wealth management business, • Significant involvement in adviser development and competency programmes, • Flexible hybrid/remote working environment, • Career progression within a collaborative and professional culture, • Exposure to a national Adviser network and acquisition integration projects Ideal CandidateThis opportunity would suit an experienced training & competence professional who is passionate about Adviser development, enjoys coaching and mentoring and possesses a strong understanding of the UK regulatory landscape. You will be comfortable working autonomously, travelling when required and building strong relationships with Advisers and stakeholders across the business. Please reach to Tom Roberts for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

My client is looking for an experienced Administration Manager to join their established Financial Planning administrative support team; this is an excellent opportunity to join an incredibly well-established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This is a pivotal leadership role, responsible for managing a multi-skilled administration team, ensuring regulatory compliance, driving efficiencies, and delivering excellent outcomes for both clients and advisers.You will oversee workflow across Financial Services on a daily basis, supporting the servicing of existing business, the submission of new investments and play a key role in developing people, processes, and systems in line with business strategy and FCA expectations. Key responsibilitiesYou will have lead, motivate and manage a team of administrators and technical staff (circa 20 team members)You will monitor workloads, allocate work, points of contact, rotas and cover to ensure efficient service of deliveryYou will oversee administration and technical support across Wealth, Corporate and Protection businessYou will work closely with the Compliance Manager to ensure FCA and compliance requirements are consistently met and embedded within the teamYou will promote a strong TCF culture, placing excellent client outcomes at the centre of all support functionsYou will identify training needs and implement development, coaching and CPD plansYou will conduct appraisals, one-to-ones, probation reviews and performance managementYou will recruit, develop and resource the team to meet current and future business needsYou will answer and support day-to-day product and process queriesYou will review, improve and implement new processes, efficiencies and system changesYou will manage and contribute to projects, including IT and e-commerce initiativesYou will liaise closely with Compliance, Directors, Product Providers and key stakeholdersYou will provide information to the Senior Management team and Directors around work undertaken by administrators, and where any backlogs may developYou will ensure company values are upheld across all Financial Services staff under your managementYou will provide management reporting and updates to the DirectorsYou will engage with and ensure most effective use of my client chosen CRM – Intelligent Office.What my client is looking forYou will be a confident and capable people manager with strong Financial Services knowledge and a proactive, improvement-focused mindset.Essential skills and experience:You will have proven experience managing administration teams within Financial ServicesYou will have strong people management, coaching and leadership skillsYou will have good knowledge of life assurance, pensions and investment productsYou will have excellent organisational, prioritisation and delegation skillsYou will possess the ability to analyse workflows and implement efficiencies and improvementsYou will be a confident communicator, able to motivate, influence and engage teams and stakeholdersYou will have experience in training, development and performance managementWhy apply for this positionThis is a key leadership role within a respected Financial Services businessAn opportunity to shape and improve systems, processes and team developmentA chance to become a supportive senior leader, working in a collaborative working environmentA chance to focus on quality, compliance and client outcomes — not just volumeMy client offers long-term career development within a growing organisationBenefits • Company pension, • 25 days holiday + BH (option to purchase additional holiday each year), • Death in Service 4 x Salary, • Bupa Cashplan, • Annual pay review, • Annual group bonus (discretionary), • Regular work social events, • Support of professional training and development (CII exams)

My client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member. Key Requirements Personable, client focused, good at relationship building. Ability to prioritise your own workload. Good organisational skills with a strong eye for detail (essential). To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. The administration of new and existing life, pension and investment business. PA support to your assigned Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals. Assist Financial Services Manager with tasks/projects as required Supervising, training and monitoring administration team members as and when required. Thinking outside the box, good problem solving skills Role Main Duties Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team Project management, as required Dealing with day-to-day queries from staff and clients to help ensure competency within the team. The preparation of files for appointments. Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company’s procedures Maintain all standards of performance as required by the Company. Skills and Experience Required You will ideally have three years’ experience minimum of working in a Financial Services practice administration role Knowledge of IO back office system (essential) Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc. Excellent working knowledge of various investment/pension platforms Developing and maintaining technical knowledge and qualifications. Computer skills – competence with using various software, word processing, and in-depth knowledge of back-office administration systems. Excellent telephone and communication skills. First-class customer service skills. Flexibility and ability to work in a pressurised sales environment. Ability to work as part of a team and on your own initiative. Supervisory and training skills would be desirable. Qualifications and Experience Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification Several years’ experience of working in a similar customer service/sales environment in financial services. Personal attributes Customer-oriented, attentive to detail and takes pride in own work Able to prioritise own and team’s workload Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events

NXTGEN is delighted to be partnering with a highly regarded Accountancy firm in Norwich, known for its flexible and people-focused culture, as they look to appoint a Senior Payroll Assistant to join their excellent team. With the firm continuing to grow and do an exceptional job for clients, they’re expanding their payroll function to keep up with demand, and this new Senior Payroll Assistant will play a hugely influential role. Whether you’re actively looking or simply curious about what else might be out there, this is one opportunity you won’t want to sit on, it’s genuinely worth a conversation. As a Senior Payroll Assistant, you'll take ownership of a varied client portfolio and become a trusted part of delivering high-quality, end-to-end payroll services. In return, you'll join a flexible and supportive business that invests in its people through ongoing development, genuine career progression opportunities, You’ll be joining one of the most supportive and friendly teams in Norwich, a team and Manager who genuinely love what they do and truly care about the service they provide. It’s a collaborative environment that values partnership, celebrates success, and creates a workplace where people genuinely love working. I’ve partnered with this firm for years, placing several talented professionals across the practice and team, so I can offer real insight into what makes this team so special and why people thrive here. Key Responsibilities: • Processing end-to-end payroll for a portfolio of clients, ensuring accuracy and compliance, • Handling complex payroll queries and providing expert advice on PAYE, pensions, and statutory deductions, • Supporting bookkeeping tasks, including reconciliation's and transaction processing, • Building strong client relationships and delivering exceptional service, • Working closely with the wider team to continuously improve processes and efficiencies What the client is looking for: • Experience in payroll processing within an accountancy practice or bureau environment, • Knowledge of payroll software such as Sage Payroll or Xero Payroll, • Strong attention to detail and ability to manage deadlines effectively, • Excellent communication skills to liaise with clients and colleagues, • A proactive and adaptable mindset, keen to develop and grow within the firm If you’re looking for a senior role that offers true variety, ownership, brilliant flexibility, and support at every step, this is without doubt one of the best payroll opportunities in Norwich right now. To find out more, please get in touch with Annie.

On behalf of DWP, we are looking for an Estates Surveyor (Inside IR35) for a 12 month contract. This is a hybrid working role (three days per week office based - Norwich, Nottingham, Leicester & York).\n\n The Department for Work and Pensions (DWP) is responsible for welfare, pensions, and child maintenance policy. As the UK's biggest public service department, it administers the State Pension and a range of working age, disability and ill health benefits to around 20 million claimants and customers. As such, we operate on a scale that is almost unmatched anywhere in Europe and most people in Britain come into contact with us at some point in their lives.\n\n Working with DWP, you will be helping us to drive our priorities to:\n\n Help people to move into work and support those already in work to progress, with the aim of increasing overall workforce participation\n Help people to plan and save for later life, while providing a safety net for those who need it now\n Provide effective, efficient, and innovative services to the millions of claimants who rely on us every day, including the most vulnerable in society\n Improve experience of our services while maximising value for money for the taxpayer.\n\n Job Purpose:\n\n Supporting the Asset Manager (LCW/Surveying) with delivery of the Life Cycle Works (LCW) strategy, you will manage the process of carrying out asset surveys across the estate and specifying the scope of works for LCW programmes.\n\n The role will include supporting the Estate's strategy portfolio appraisal and continued investment or disposal across a wide and varied portfolio, through the application or alignment to ISO 55001 with the aim of optimising the asset portfolio for DWP employees, customers and other stakeholders whilst at the same time maintaining the critical requirement of asset compliance.\n\n You will play a key role in our department's goal of improving the estate to provide a safer, more productive environment for staff and customers, whilst reducing the Department's carbon footprint. You will support the delivery of the Department's asset strategy commitments, working closely with the Service Delivery team and the national Facilities Management (FM) supply chain to optimise asset performance.\n\n As an Estates Surveyor, your main responsibilities will be to:\n\n Support the Asset Manager (LCW/Surveying) in the delivery of the Asset Management Strategy for the Estates property portfolio.\n Shadow third party surveyors conducting asset collection surveys across the estate to ensure defined protocols for surveying are being followed.\n Review and validate third party asset validation reports and provide technical feedback including submitting asset change requests where applicable.\n Review applications for maintenance / upgrading works providing technical advice where applicable.\n Deliver the end-to-end asset surveying process from planning of asset surveys through to issue of a scope of works for a proposed project and initial cost estimate.\n Maintain the progress of the asset survey programme for the area of responsibility, ensuring the program is delivered in accordance with the schedule.\n Compile the asset survey results in a formal report with CIBSE condition ratings and photographic/documentary evidence and ensures that they are incorporated in the forward maintenance requirements.\n\n Essential:\n\n Significant experience of asset condition surveying within a large commercial property portfolio.\n Extensive and detailed technical knowledge of building asset types and asset lifecycle management within diverse range of portfolios (Corporate, multi occupied, public facing)\n MRICS\n Has surveyed and planned lifecycle programs on large property portfolios.\n Up to date knowledge of the legislation, best practice and industry standards in relation to providing a safe, sustainable and compliant Estate.\n In depth knowledge of building asset types, their significance on legal compliance and improvements needed to support the Department's commitment to Net Zero Carbon and Greening Government Commitments.\n Understanding of end-to-end commercial construction project delivery process.\n\n Please be aware that this role can only be worked within the UK and not Overseas.\n\n Disability Confident \n\n As a member of the Disability Confident Scheme, DWP guarantees to interview all candidates who have a disability and who meet all the essential criteria for the vacancy. In cases where we have a high volume of candidates who have a disability who meet all the essential criteria, we will interview the best candidates from within that group. This scheme encourages candidates with a disability and/or neurodivergence to apply. In exceptional circumstances, we may also need to apply the desirable criteria in our shortlisting process which may include holding active security clearance.\n\n Armed Forces Covenant\n\n DWP guarantees to interview veterans or spouses / partners of military personnel who meet all the essential criteria for the vacancy. In cases where we have a high volume of ex-military candidates / military spouses or partners, who meet all of the essential criteria, we will interview the best candidates from within that group. In exceptional circumstances, we may also need to apply the desirable criteria in our shortlisting process which may include holding active security clearance.\n\n In applying for this role, you acknowledge the following "this role falls in scope of the Off Payroll Working in the Public Sector legislation. Any rates of payment quoted will reflect the gross rate per day for the assignment and will be subject to appropriate taxes and statutory costs. As such the payment to the intermediary and your income resulting from this contract will be different

My client is looking for an experienced Administration Manager to join their established Financial Planning administrative support team; this is an excellent opportunity to join an incredibly well-established team of wealth management and retirement provision, professionals.\n\nMy client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.\n\nThis is a pivotal leadership role, responsible for managing a multi‑skilled administration team, ensuring regulatory compliance, driving efficiencies, and delivering excellent outcomes for both clients and advisers.\n\nYou will oversee workflow across Financial Services on a daily basis, supporting the servicing of existing business, the submission of new investments and play a key role in developing people, processes, and systems in line with business strategy and FCA expectations.\n\nKey responsibilities\n\nYou will have lead, motivate and manage a team of administrators and technical staff (circa 20 team members)\n\nYou will monitor workloads, allocate work, points of contact, rotas and cover to ensure efficient service of delivery\n\nYou will oversee administration and technical support across Wealth, Corporate and Protection business\n\nYou will work closely with the Compliance Manager to ensure FCA and compliance requirements are consistently met and embedded within the team\n\nYou will promote a strong TCF culture, placing excellent client outcomes at the centre of all support functions\n\nYou will identify training needs and implement development, coaching and CPD plans\n\nYou will conduct appraisals, one‑to‑ones, probation reviews and performance management\n\nYou will recruit, develop and resource the team to meet current and future business needs\n\nYou will answer and support day‑to‑day product and process queries\n\nYou will review, improve and implement new processes, efficiencies and system changes\n\nYou will manage and contribute to projects, including IT and e‑commerce initiatives\n\nYou will liaise closely with Compliance, Directors, Product Providers and key stakeholders\n\nYou will provide information to the Senior Management team and Directors around work undertaken by administrators, and where any backlogs may develop\n\nYou will ensure company values are upheld across all Financial Services staff under your management\n\nYou will provide management reporting and updates to the Directors\n\nYou will engage with and ensure most effective use of my client chosen CRM – Intelligent Office.\n\nWhat my client is looking for\n\nYou will be a confident and capable people manager with strong Financial Services knowledge and a proactive, improvement‑focused mindset.\n\nEssential skills and experience:\n\nYou will have proven experience managing administration teams within Financial Services\n\nYou will have strong people management, coaching and leadership skills\n\nYou will have good knowledge of life assurance, pensions and investment products\n\nYou will have excellent organisational, prioritisation and delegation skills\n\nYou will possess the ability to analyse workflows and implement efficiencies and improvements\n\nYou will be a confident communicator, able to motivate, influence and engage teams and stakeholders\n\nYou will have experience in training, development and performance management\n\nWhy apply for this position\n\nThis is a key leadership role within a respected Financial Services business\n\nAn opportunity to shape and improve systems, processes and team development\n\nA chance to become a supportive senior leader, working in a collaborative working environment\n\nA chance to focus on quality, compliance and client outcomes — not just volume\n\nMy client offers long‑term career development within a growing organisation\n\nBenefits\n\n Company pension\n\n 25 days holiday + BH (option to purchase additional holiday each year)\n\n Death in Service 4 x Salary\n\n Bupa Cashplan\n\n Annual pay review\n\n Annual group bonus (discretionary)\n\n Regular work social events\n\n Support of professional training and development (CII exams)

About the Role We are looking for a proactive and detail-driven Payroll Clerk on a part time basis (26 hours / week) to join our Payroll team in Norwich. Within this office-based role, you will support the end-to-end delivery of accurate and timely payroll across Monthly, Bi-Weekly and Weekly cycles, ensuring all employees are paid correctly and on time. Based at our Head Office (ideally on Tuesday, Wednesday & Thursdays) you will also play a key role in maintaining compliance, supporting internal reviews, and contributing to ongoing process improvements. The ideal candidate is an organised, detail-focused payroll professional with strong knowledge of PAYE and pensions, who can confidently manage multiple payroll frequencies while supporting continuous process improvements. Key Responsibilities • Administer full end-to-end processing of Monthly, Bi-Weekly, and Weekly payroll., • Manage Payroll functions including PAYE, pensions administration, statutory payments, and deductions., • Support the Payroll Manager with system health checks, data validation and participation in process improvement reviews and projects., • Conduct regular updates and reviews of the Payroll Procedure Manual, ensuring documentation remains accurate and compliant., • Provide support and cove...

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