Vacancies – Norwich and Ipswich Office
Wealth Manager – 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’re currently looking to recruit additional Wealth Managers to deliver unrivalled financial planning and wealth management services. You’ll be responsible for advising UK Private Clients, typically high net worth individuals with over £250K to invest.
You’ll be diploma qualified or chartered with strong experience working in the wealth sector with UK clients and you 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 (dependent 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.
We view and shortlist CVs for this role at the end of every month.
See details below on ‘How to apply?’
Paraplanner – Norwich
Salary negotiable dependant on experience
Permanent full time position 37.5 hours per week Monday to Friday
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
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: Margot North email@example.com
Although we will endeavour to respond to all applicants, this may take some time, so please do bear with us.