We currently have vacancies for:

WEALTH MANAGER 

Location: Norwich & Ipswich 

Salary:  Negotiable & Excellent Benefits

This is a great opportunity for the right Wealth Manager to join a growing, ambitious firm.

As part of our company’s ongoing growth we are currently looking to recruit additional Wealth Managers to deliver unrivalled financial planning and wealth management services.  You will be responsible for advising UK Private Clients, typically high net worth individuals with over £250K to invest.

You will be diploma qualified or chartered with strong experience working in the wealth sector with UK clients.  You do not need to have a portable client bank, however those with this will be given preferable shortlisting for interview.  Those without must be able to demonstrate a strong track record of building and maintaining client relationships.

Our customers deserve the best and the same goes for our employees. That's why you'll receive a range of benefits including a competitive salary (dependant on your skills abilities, knowledge & experience), a performance based bonus, flexible hours and all the tools, technology and support provided (full support with clients, administration and paraplanning) to help you become the very best you can be.

For further details of the role please see the job description– Wealth Manager

We view and shortlist CVs for this role at the end of every month.

 

PARAPLANNER /SENIOR PARAPLANNER 

Location: Norwich Office

Salary: £25 - £40k negotiable, depending on skills & experience

Hours: 37.5 hrs per week, Monday - Friday: 08.30–17.00 (1 hour Lunch)  Flexibility, with some working from home.

Contract: Permanent contract with 6 month probation period

There is a fantastic opportunity here for an experienced Paraplanner or Senior Paraplanner to join a well-established Financial Services Practice in the beautiful Norwich area.  We are a growing practice with a great industry name, focusing on providing a highly personalised financial planning and investment management service, with our client at the heart of everything we do.

We are looking for a technical Paraplanner or Senior Paraplanner to support our Planning Team in the business. We have the flexibility to mould this position around the suitable person’s specific skillset, so the role can be tailored fit your experience as a fairly new or well established Paraplanner.  You will have the opportunity to work in a supportive team environment.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have –

  • Level 4 Diploma qualified or working towards this is desirable
  • Previous experience within a fast-paced IFA Practice (at least two years)
  • High level of analytical capability and good communication skills
  • Knowledge of Paraplanner Online would be a distinct advantage

What next?

If this is something that interests you, please look at the attached Job Description and Person Specification before submitting your cv for consideration.

 

SENIOR / CLIENT SERVICES SUPPORT (ADMINISTRATOR)

Location: Ipswich

Salary: £20 - £30k Negotiable (depending on skills and experience)

Hours: 37.5 hrs working week, Monday – Friday 08:30 -17:00 (1 hour Lunch)

Contract: Permanent contract with 6 month probation period

The role is offered as either a senior or non-senior position depending on the skills and experience you can bring to it. You will be joining a reputable business with competitive basic salary and excellent benefits. We have been working hard to build up our client base and have been very successful in doing so, even through this pandemic, and now have the capacity to take on an additional Client Services Support (Administrator) who has an excellent Financial Services background / understanding in our Ipswich office. The role is to support the designated Wealth Manager(s) in their capacity to provide holistic Financial Planning Advice, whilst meeting their administrative needs.

You will provide first class administration and support, ensuring the completion of work is wholly accurate, and timely whilst ensuring the service our clients receive is exemplary. To maintain client records, ensuring they are accurate and up to date. Build excellent working relationships with clients, prospects, introducers and platform providers whilst often being the first port of call for clients, particularly when Wealth Manager is not available.

We are looking for a proactive individual, who has the passion and drive to succeed in a fast paced, professional Financial Services environment, has excellent understanding or experience of working in a Financial Services back office function. It is important you can work independently, with little supervision and be part of a client services team.

Skills and experience required:

  • Self-motivated, accountable and committed with excellent team player skills.
  • Strong communication skills both written and verbal
  • Excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships
  • Good team player with the ability to work on own without constant supervision.
  • Has good understanding of a Client Services environment including dealing with Administrative complex cases
  • Experience of working in a client services support role in a financial environment (Advantageous)
  • Strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach
  • Highly numerate with excellent problem-solving skills and consistently solutions focussed
  • Strong team player, fostering strong working relationships across teams and other departments
  • High quality of both written and spoken English
  • Excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint.
  • Good working knowledge and experience of using Intelliflo Office system (Advantageous)

Please see Job Description for Senior Client Services and Job Description - Client Services Support for more details.

 

SENIOR / OPERATIONS SUPPORT (ADMINISTRATOR)

Location: Norwich

Salary: £20 - £30k (Negotiable depending on skills and experience)

Hours: 37.5 hrs working week, Monday – Friday 08:30 -17:00 (1 hour Lunch)

Contract: Permanent contract (6-month probation period)

The role is offered as either a senior or non-senior position depending on the skills and experience you can bring to it.   You will be joining a reputable business with competitive basic salary and excellent benefits. We have been working hard to build up our client base and have been very successful in doing so, even through the pandemic.  As part of this growth we have the capacity to take on an additional team member in this newly created role.  

The purpose of this new role is to provide administrative assistance to the Operations Manager in all operational matters, which in turn supports the Client Services Team and the wider business.  This will involve Data Checking & Correction, to support the Company’s Standard Valuation service, assisting in extracting, obtaining, analysing, interpreting & summarising any other data as required by the business (e.g. assisting with Management Information & providing information for the PI Renewal). 

You will be working closely with the Operations Manager designing, developing, and documenting processes and procedures, and assisting with the subsequent design & implementation of training to ensure that all staff meet the required standard of operation. 

We are looking for a proactive individual, capable of working independently or with little supervision, who has the understanding and experience of working within the Client Services / Client Support area in a fast paced, professional Financial Services environment.  

Skills and Experience Required 

  • Strong organisational and administrative skills
  • Excellent data analysing skills
  • Strong communication and interpersonal skills, with high quality of written and spoken English
  • Confident public speaker 
  • Strong team player, fostering strong working relationships across teams and other departments 
  • The ability to prioritise and coordinate work
  • Able to manage multiple projects effectively and demonstrate a methodical and thorough working style with a strong focus on detail and the completion of tasks
  • The ability to communicate clearly and effectively with people at different levels across the organisation
  • The ability to work productively and cooperatively with other employees in across the Company
  • Good team player with the ability to work on own without constant supervision.
  • Ability to interpret information and produce training material from it.
  • Knowledge of Microsoft Excel, Word, Outlook and IO is essential
  • Knowledge of PowerPoint is desirable
  • The ability to maintain confidential information
  • Experience of working in a similar Financial Services environment

Please see Job Description for Operations Support for more details.

All CVs submitted with be treated with the strictest confidence and only shared with the relevant manager, and Data Protection Guidelines will be adhered to with regards to your personal information.

How to apply

Please send your CV and covering letter - noting which positions you have experience in, and whether it is the Norwich or Ipswich office you want to be considered for - to careers@sgwealthmanagement.co.uk