Careers

Career Opportunities

Vacancies – Norwich and Ipswich Office

We do not have any vacancies at the moment, however if you’re an experienced Wealth Manager, Paraplanner or Client Services Support Administrator with great transferable skills and abilities who is looking for a change, then we’d like to hear from you – as there is always the ability to expand our workforce for the right individual.  Please get in touch following the ‘how to apply’ information below.  (Individuals only – NO AGENCIES at this point in time please).

Wealth Manager – Norwich & Ipswich

Salary Negotiable & Excellent Benefits

We do not have a specific vacancy for this role at the moment, however as part of our ongoing  growth we would seriously consider recruiting an additional experienced Wealth Manager with the skills and ability to deliver unrivalled financial planning and wealth management services to UK Private Clients, typically high net worth individuals with over £250k to invest clients.  If this is you and you are looking for a change, then we’d like to hear from you, as there is always the ability to expand our workforce for the right individual.  Please get in touch following the ‘how to apply’ information below. For further details of the role please see the job description – Wealth Manager

Paraplanner – Norwich

Salary negotiable dependant on experience

We do not have any vacancies for this role at the moment, however if you’re an experienced Paraplanner with great transferable skills and abilities who is looking for a change, then we’d like to hear from you, as there is always the ability to expand our workforce for the right individual.  Please get in touch following the ‘how to apply’ information below.

What is required to be considered?
To be considered, you will need to have –

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA practice, with at least two years’ experience working as a Paraplanner
  • High level of technical knowledge and analytical capability
  • Excellent communication skills, both written and verbal
  • Good problem solving skills
  • Ability to construct bespoke Financial Planning reports

See details below on ‘How to apply?’

Client Services Support – Norwich

Salary Negotiable

We do not have any vacancies for this post at present however, if you’re an experienced Client Services Support individual with great transferable skills and abilities who is looking for a change, then we’d like to hear from you as there is always the ability to expand our workforce for the right individual.  Please get in touch via the ‘how to apply’ information below.

The client services support team are at the forefront of the client servicing experience and the role includes:

Working closely with the Wealth Managers and Paraplanners to ensure all client information is accurate and kept up to date and that the client is the main focus of your work. You will be expected to arrange plans and investment funds as recommended by the Wealth Manager.

You’ll prepare valuation reports, and provide administrative and technical advice to the Wealth Manager to enable them to advise their clients accordingly.

Qualifications are not a prerequisite, but you must have some experience working in a similar role or environment.

All positions come with excellent salary and benefits packages.

How to apply?

Please send your CV and covering letter – noting which position, and whether it is the Norwich or Ipswich office you are applying for, to penny.ellis@sgwealthmanagement.co.uk

Although we will endeavour to respond to all applicants, this may take  some time, so please do bear with us.