Career Opportunities

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 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 (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.

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.

See details below on How to apply?

Paraplanner –Norwich (Ipswich could be considered for a highly experienced person)
Salary £22,000 – £35,000 p.a. circa  & Excellent Benefits

 We are seeking an experienced Paraplanner to work closely with the Wealth Managers.

The role includes: Fund research and analysis, both at client level and company level, with accurate recording and follow up where necessary. Technical product research and solution provision. Preparation of initial wealth management and financial planning reports and solutions to meet specific client goals.

You will have previous experience working as a paraplanner in a professional environment, and will be either qualified to, or working towards level 4.

For further details of the role please see the job descriptionParaplanner

See details below on How to apply?

Client Services Support – Norwich
Salary Negotiable

We do not have any vacancies for this role at the moment, however if you are an experienced Client Services Support individual with great transferable skills and abilities who is looking for a change, then we would 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.

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 will 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

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