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My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: You will provide advanced technical and administrative support to financial planners. You will prepare complex client reports and suitability letters. You will conduct product and platform research, offering technical input for client recommendations. You will manage relationships with clients and providers at a senior level. You will ensure all work complies with FCA regulations and company standards. You will support the training and development of junior and lead support staff. Requirements: Extensive experience in a financial planning or IFA support role. Experience of using Intelligent Office. CII Level 4 Diploma in Regulated Financial Planning (desirable). Strong technical knowledge of financial products, platforms, and providers. Excellent organisational, analytical, and communication skills. Ability to work independently and take initiative. Experience mentoring or supporting the development of colleagues. What my client offers: Competitive salary and benefits package. 25 days holiday plus bank holidays. Pension scheme. Professional development opportunities, with study support where relevant. A supportive and friendly working environment, in a good location, with free parking.

My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. The role As a Paraplanner you will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firms Partners who between them have over 50 years experience working in the sector. You'll support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge and experience of presenting research to clients. Responsibilities Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Requirements Chartered Financial Planner status preferable or willingness to work towards A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes Four years industry experience preferable • Excellent administrative, research, report writing and communication skills Excellent analytical skills with a preference for working in a structured, planned manner Ongoing self-development to maintain appropriate level of CPD for role Benefits - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - And lots of flexible benefits to choose from!

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. 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 role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements 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. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work 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 Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events

Full-Stack Developer & Automation Specialist Norwich Office (In-Office) Full-time Monday to Friday About the Role My client is looking for a versatile, forward-thinking Developer to join their team in Norwich. This isn't your standard, repetitive coding job. You will be working on a unique mix of backend data systems, cutting-edge AI integrations, API development, and frontend web optimization. The ideal candidate is a problem solver who understands databases, loves connecting different systems together, and actively uses AI tools to speed up their workflow and solve complex problems. Core Responsibilities Database Management: Write, optimize, and maintain complex SQL queries; manage data structures to ensure seamless business operations. Systems Integration: Build, maintain, and consume RESTful APIs to connect internal systems with third-party software. Communication Stack Support: Work closely with their dialler and telecommunications infrastructure to optimize call flows, data injection, and reporting. AI Implementation: Leverage AI tools and LLM APIs to automate workflows, build smart funnels, or improve internal processes. Web & Frontend Maintenance: Support the marketing and design teams by managing WordPress sites, updating HTML/CSS, and ensuring smooth user journeys. Key Skills & Requirements The Must-Haves (Core Stack): SQL & Databases: Strong experience writing queries, managing relational databases, and handling data migration/cleansing. API Integration: Solid understanding of REST/SOAP APIs, webhooks, and data serialization (JSON/XML). AI Savvy: Active and proficient user of AI development tools (e.g., GitHub Copilot, ChatGPT, Claude) to accelerate coding, debugging, and automation. Problem-Solving Mindset: The ability to look at a broken data flow or a broken funnel and logically map out the fix. Highly Desirable (The Advantages): Dialler Experience: Prior experience working with contact centre dialler platforms (e.g., Vicidial, Connex One, Primo, Twilio-based systems) or telecom data. WordPress & Frontend: Good working knowledge of WordPress (themes, plugins, custom tweaks) alongside clean HTML5 and CSS3. Java: Familiarity with Java or a similar object-oriented language for backend application logic. What they Offer Competitive salary based on experience. Modern, collaborative office space in Norwich. Hands-on training and mentorship in a fast-paced environment. The chance to work with the latest AI and automation technologies. Please email your CV and I look forward to hearing from you!

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for a recent college leaver (A Level and above) looking to join the Financial Services sector, you will have a keen interest in joining the Financial Services sector and exhibit a desire to personally develop yourself through relevant (R0) exams whilst forging out a career in Financial Services. Working hours Monday to Friday initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). Total Hours per week - 37.5 hours Summary of Role You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including: - Scanning and filing relevant post Franking and preparing post out General Office Duties including: - Answering calls and taking messages Dealing with client queries Updating task management system Updating my clients back-office system Welcoming visitors, making refreshments Managing adviser s appointments Adviser Support including: - Requesting and collating plan information Assisting in client meeting preparation Preparing client letters and illustrations Liaising with clients and providers Ongoing Client Reporting and Review Documentation including: - Producing and sending portfolio reports to clients Preparing review documents for adviser Preparing fund performance information Trading and New Business Processing including: - On-line submission of pension and investment applications Buying and selling trades on Investment Platforms Submitting client s income requirements Fund switch trading on investment platforms Checking completion of all trades Medical underwriting applications with clients for life cover Qualification Requirement - Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above. Desirable A Levels - 2 subjects C or above or equivalent Desired skills and personal qualities Communication skills Attention to detail Problem solving skills Presentation skills Administrative skills Analytical skills Team working Patience Benefits Package:- A starting salary of £21,200 - £24,000 NEG Bonus scheme Death in Service Pension Contributions 25 days holiday

My client is a very well established independent who of market mortgage and protection brokerage based in a market town just west of Norwich, they are currently looking to recruit an experience and CEMAP qualified Mortgage and Protection Adviser to join their experienced team of professionals. This opportunity has arisen due to the retirement of a long-standing staff member and offers the right candidate the chance to take over an existing book of clients and repeat business so you can hit the ground running. The successful candidate will guide clients from initial consultation through to completion, assessing affordability, recommending suitable mortgage solutions from a whole of market panel of lenders, delivering clear and compliant advice. You will also identify protection needs to ensure clients and their families are fully protected, again from the whole market. A strong focus on customer service, compliance, and positive client outcomes is essential, my client is a reputable local firm who have an excellent reputation. 27,000 basic salary + generous commission as you'll be inheriting a solid desk of clients with repeated revenue, OTE 70,000.00. Key Responsibilities You will meet with clients to understand their financial circumstances, goals, and mortgage needs You will provide clear, tailored advice on mortgage products, interest rates, and repayment options You will conduct affordability assessments in line with regulatory requirements You will liaise with lenders, solicitors, and other stakeholders to progress applications You will keep yourself up to date with mortgage market trends, products, and compliance regulations You will maintain accurate records and ensure all advice meets FCA guidelines You will build and maintain strong client relationships to encourage repeat business and referrals You will work closely with colleagues in a collaborative, office-based environment Key Requirements You must be CeMAP (Certificate in Mortgage Advice and Practice) qualified or hold an equivalent qualification Strong communication, negotiation, and interpersonal skills High attention to detail with the ability to work under pressure Sound knowledge of FCA regulations and mortgage industry best practice A proactive, self-driven approach Proven track record of building and maintaining long-term client relationships Benefits Competitive basic salary plus commission Ongoing professional development and training Supportive and collaborative team environment Access to one of the largest networks in the industry (mortgages and protection) Established client portfolio and warm leads This role is a full-time office based, permanent position. Pay: 27,000.00- 70,000.00 per year If you may be seeking a self-employed position, my client can also offer this on preferential terms, but please be assured an employed role is available should this is your preference.

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office. Purpose of the role To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients. To undertake the required number of chargeable hours for the department. To complete tasks in an efficient and timely fashion. Knowledge and experience It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job. A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo. Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients. Understand the advice process and the need for a commercial relationship with clients. Strong communication skills and excellent analytical skills. Good team player with a flexible approach. Key responsibilities Maintenance of client and portfolio records. Preparation of client files for annual or half yearly reviews. Process client new business and general client administration as required. Communicate with clients on case progress Preparing necessary paperwork and application forms for client meetings Managing WIP and invoicing. Communicate with product providers on case progress compliance issue and record keeping. Salary Up to 35,000.00, this is dependent on experience and qualifications. Benefits Life cover 4 x salary Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave). Wellness platform with 24/7 GP access Shopping discounts platform Support to obtain professional qualifications with study leave and financial support with exam material Enhanced maternity and paternity leave Health Care Cash Plan Enhanced employer pension contributions Hybrid working (3 days in the office, 2 days from home, post probation) 9-5 - Mon-Fri

My wonderful client based in Halesworth are expanding and looking for a qualified accounts person to join their thriving business. You will need to be at least AAT level 4 qualified and have ideally 4 years experience of working in an accountancy firm. Monday to Friday - 9.00am - 5.15pm office based Salary 30k - 40K depending on experience and qualifications You will be assisting clients with a variety of accounting tasks to include:- Tax returns VAT Management accounts Bookkeeping Payroll My client are looking for someone enjoys taking ownership of their work, have attention to detail and able to communicate well with their clients. Experience of QuickBooks, Sage and Zero would be tremendous! If you want to be part of a friendly, busy and progressing business then please email your CV today and I look forward to hearing from you.

My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner. My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis. All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business. Core Duties You will write suitability reports for clients of the firm s IFAs. These reports are often of a technical nature. You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems You will be expected to competently use my clients CRM system to ensure clients records are kept accurately You will be expected to complete administrative duties as and when required e.g. application Forms, illustrations, covering letters and sign up packs etc. You will carry out file reviews You will carry out platform work wizards, setting clients up and arranging payments and switches where there are tax implications involved You will ensure clients are correctly invested every time. You will adhere to consumer duty principles and the delivery of correct client outcomes You will carry out client contact when required You will assist with IC project work You will carry out adhoc Project work when required BENEFITS Group DIS x 4 Exam Sponsorship (aim to pass 2 exams per year) Group income protection (After 2 years) Pensions scheme 5 & 5% 23 days holiday (max 30 days holidays with length of service) + between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave. WFH/hybrid working post probation dependent on experience and location

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. 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 role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements 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. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work 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 Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events