We are looking for a bright, friendly and proactive Telesales Executive to join our client s expanding business development team within the financial services sector. You will need to be able to identify and generate opportunities through a database of existing customers in line with the company sales strategy and deliver exceptional customer service every time. Key Responsibilities: To identify and perform outbound sales calls, including lead generation, lead follow-up and sales qualification. Maintaining the database ensuring all customer information is up to date and accurate Building profitable and enduring relationships with new and existing targeted customer opportunities Maintain & prospect the database that supports the wider ambition of the business. Achieve allocated sales targets and KPIs Key skills & Experience: Experience of working in a telesales or tele appointment role Excellent communication & organisational skills. Highly results focused with a winning mindset. Ability to interact effectively at multi-levels. MS Office skills with a high level of numeracy and Excel skills. This is an exciting opportunity to join a growing company, where people are rewarded for their achievements and hard work. This is an office-based role and, due to location, a car/DVLC is essential.
Oct 16, 2025
Full time
We are looking for a bright, friendly and proactive Telesales Executive to join our client s expanding business development team within the financial services sector. You will need to be able to identify and generate opportunities through a database of existing customers in line with the company sales strategy and deliver exceptional customer service every time. Key Responsibilities: To identify and perform outbound sales calls, including lead generation, lead follow-up and sales qualification. Maintaining the database ensuring all customer information is up to date and accurate Building profitable and enduring relationships with new and existing targeted customer opportunities Maintain & prospect the database that supports the wider ambition of the business. Achieve allocated sales targets and KPIs Key skills & Experience: Experience of working in a telesales or tele appointment role Excellent communication & organisational skills. Highly results focused with a winning mindset. Ability to interact effectively at multi-levels. MS Office skills with a high level of numeracy and Excel skills. This is an exciting opportunity to join a growing company, where people are rewarded for their achievements and hard work. This is an office-based role and, due to location, a car/DVLC is essential.
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!
Oct 16, 2025
Full time
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!
About the Company: We are working with a leading technology organisation who are looking for a Senior RF Test Systems Engineer to join their Norwich team. This is an excellent opportunity to work on advanced products within a collaborative engineering environment. The Role: As Senior RF Test Systems Engineer, you will design and develop automated test systems to ensure products are accurately calibrated, functional, and compliant with quality standards. You will work across the full product life cycle, from initial concept through to manufacturing and service support, while driving improvements in test processes and methodologies. Key Responsibilities: Develop measurement processes for automated systems using Test & Measurement instruments. Provide input into product requirements and test strategies. Support calibration planning and project scheduling. Apply continuous improvement to drive efficiency and quality. Work closely with hardware and software engineers to deliver robust test solutions. Skills and Experience Required: Degree (BSc) in Electrical Engineering or equivalent experience. Experience in test and measurement, including calibration techniques. Practical knowledge of RF calibration and measurement. Familiarity with ISO 17025 and measurement uncertainty analysis. Strong problem-solving, communication, and teamwork skills. Self-motivated, proactive, and able to work independently. What s on Offer: Salary of £45,000 to £50,000 per annum. Exposure to a wide range of technologies. Career growth and development opportunities. How to Apply: If you re interested in this Senior RF Test Systems Engineer role, please click Apply Now . A member of our team at Service Service will be in touch to discuss your application.
Oct 16, 2025
Full time
About the Company: We are working with a leading technology organisation who are looking for a Senior RF Test Systems Engineer to join their Norwich team. This is an excellent opportunity to work on advanced products within a collaborative engineering environment. The Role: As Senior RF Test Systems Engineer, you will design and develop automated test systems to ensure products are accurately calibrated, functional, and compliant with quality standards. You will work across the full product life cycle, from initial concept through to manufacturing and service support, while driving improvements in test processes and methodologies. Key Responsibilities: Develop measurement processes for automated systems using Test & Measurement instruments. Provide input into product requirements and test strategies. Support calibration planning and project scheduling. Apply continuous improvement to drive efficiency and quality. Work closely with hardware and software engineers to deliver robust test solutions. Skills and Experience Required: Degree (BSc) in Electrical Engineering or equivalent experience. Experience in test and measurement, including calibration techniques. Practical knowledge of RF calibration and measurement. Familiarity with ISO 17025 and measurement uncertainty analysis. Strong problem-solving, communication, and teamwork skills. Self-motivated, proactive, and able to work independently. What s on Offer: Salary of £45,000 to £50,000 per annum. Exposure to a wide range of technologies. Career growth and development opportunities. How to Apply: If you re interested in this Senior RF Test Systems Engineer role, please click Apply Now . A member of our team at Service Service will be in touch to discuss your application.
This is a fantastic opportunity to join one of the county s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Client Services Manager, this is a brand new role to assist and manager their team of administration professionals, you will have worked in holistic financial planning previously and acted as a mentor and trainer to administrators at the start of their Financial Services career. Responsibilities Trusted Leadership & Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company s culture and values are embedded within the teams, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company s values. Lead the teams in a way that fosters transparency, mutual respect, and open communication. Front of House and Office Management: Oversee day-today office operations, ensuring all administrative activities run smoothly. Manage and supervise the front of house team, delegating tasks and monitoring performance. Maintain and update client records and back-office systems including IO, ensuring data accuracy and confidentiality. Diary and schedule management. Workflow coordination and supervision. Organise and oversee office maintenance, ensuring a clean and safe working environment. Ensure that the office operates in accordance with Health & Safety policies and procedures, including but not limited to the completion and maintenance of risk assessments. Manage office supplies and equipment, ensuring inventory levels are maintained and orders are placed as needed. Coordinate with Group IT for infrastructure maintenance and troubleshooting. Client Service Delivery & Operational Excellence: Lead the client administration and paraplanning teams, ensuring the teams consistently adhere to best in class processes, delivering high-quality, timely, and accurate services. Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements. Oversee the delivery of an efficient technical research and quality report writing service. Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods. Monitor invoicing, income recording, and matching processes to ensure accurate financial administration. Team Management & Development: Lead, coach, and support the front of house, client administration and paraplanning teams, ensuring high motivation and performance across all roles. Promote a positive team culture, encouraging collaboration, continuous learning, and professional development. Ensure that recruitment, training, and performance management processes are aligned with company values and best practices. Process Adherence & Improvement: Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery. Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions. Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards. Provide support in project management activities. Relationship Management & Collaboration: Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers. Work closely with the Operations Consultant, Director of Operations, Client Support Team Leader and Client Support team, Paraplanning team, Directors, group functions and other senior managers to ensure the team s operations align with the wider business strategy and goals. Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives. Marketing & Events: Work closely with Group Marketing on marketing requirements, and manage local client events. Risk & Compliance: Act as a role model for adherence to regulatory requirements, ensuring that the teams operates within the guidelines set by the FCA and the company. Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making. Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity. Requirements Experience in client service within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector. Proven experience in front of house and office management. Proven experience managing an administration and paraplanning team, ensuring high levels of service and operational efficiency. Excellent administrative, organisational, and communication skills. Strong understanding of compliance, risk, and governance within financial services operations. Regulated diploma in Financial Planning (QCF Level 4) or equivalent is desirable. Familiarity with Intelligent Office or similar client management systems is highly desirable. Benefits An industry competitive salary, up to £45,250.00 The opportunity to enhance your earnings via a profit related bonus, payable biannually 25 days holiday PA, plus bank holidays, plus three days closure over Christmas Working hours are flexible e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week (if full time). 3 times death in service policy Private Medical Insurance Health Cash Plan Electric car scheme Pension (7.5% employer contribution) Several social events throughout the year
Oct 15, 2025
Full time
This is a fantastic opportunity to join one of the county s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field. At present my client is looking to add a Client Services Manager, this is a brand new role to assist and manager their team of administration professionals, you will have worked in holistic financial planning previously and acted as a mentor and trainer to administrators at the start of their Financial Services career. Responsibilities Trusted Leadership & Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company s culture and values are embedded within the teams, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company s values. Lead the teams in a way that fosters transparency, mutual respect, and open communication. Front of House and Office Management: Oversee day-today office operations, ensuring all administrative activities run smoothly. Manage and supervise the front of house team, delegating tasks and monitoring performance. Maintain and update client records and back-office systems including IO, ensuring data accuracy and confidentiality. Diary and schedule management. Workflow coordination and supervision. Organise and oversee office maintenance, ensuring a clean and safe working environment. Ensure that the office operates in accordance with Health & Safety policies and procedures, including but not limited to the completion and maintenance of risk assessments. Manage office supplies and equipment, ensuring inventory levels are maintained and orders are placed as needed. Coordinate with Group IT for infrastructure maintenance and troubleshooting. Client Service Delivery & Operational Excellence: Lead the client administration and paraplanning teams, ensuring the teams consistently adhere to best in class processes, delivering high-quality, timely, and accurate services. Oversee the efficient management of client records within the Intelligent Office system, ensuring compliance with internal standards and regulatory requirements. Oversee the delivery of an efficient technical research and quality report writing service. Manage and prioritise workloads effectively, ensuring smooth and efficient operations even during peak periods. Monitor invoicing, income recording, and matching processes to ensure accurate financial administration. Team Management & Development: Lead, coach, and support the front of house, client administration and paraplanning teams, ensuring high motivation and performance across all roles. Promote a positive team culture, encouraging collaboration, continuous learning, and professional development. Ensure that recruitment, training, and performance management processes are aligned with company values and best practices. Process Adherence & Improvement: Maintain a focus on continuous process improvement, ensuring that workflows are optimised without sacrificing quality or service delivery. Identify and address any inefficiencies in current processes, working collaboratively with other teams to implement solutions. Ensure that all team members follow established procedures and actively contribute to maintaining high operational standards. Provide support in project management activities. Relationship Management & Collaboration: Build and maintain strong, trusted relationships with advisers, clients, internal teams, and external providers. Work closely with the Operations Consultant, Director of Operations, Client Support Team Leader and Client Support team, Paraplanning team, Directors, group functions and other senior managers to ensure the team s operations align with the wider business strategy and goals. Promote a culture of collaboration across departments, ensuring that all stakeholders are engaged and working towards common objectives. Marketing & Events: Work closely with Group Marketing on marketing requirements, and manage local client events. Risk & Compliance: Act as a role model for adherence to regulatory requirements, ensuring that the teams operates within the guidelines set by the FCA and the company. Ensure that Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles are fully embedded in team processes and decision-making. Identify potential risks and escalate them appropriately, always maintaining a focus on client fairness and business integrity. Requirements Experience in client service within a regulated financial services environment, with knowledge of FCA requirements and the financial services sector. Proven experience in front of house and office management. Proven experience managing an administration and paraplanning team, ensuring high levels of service and operational efficiency. Excellent administrative, organisational, and communication skills. Strong understanding of compliance, risk, and governance within financial services operations. Regulated diploma in Financial Planning (QCF Level 4) or equivalent is desirable. Familiarity with Intelligent Office or similar client management systems is highly desirable. Benefits An industry competitive salary, up to £45,250.00 The opportunity to enhance your earnings via a profit related bonus, payable biannually 25 days holiday PA, plus bank holidays, plus three days closure over Christmas Working hours are flexible e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week (if full time). 3 times death in service policy Private Medical Insurance Health Cash Plan Electric car scheme Pension (7.5% employer contribution) Several social events throughout the year
Embedded Software Engineer Norwich Competitive Salary About the Company: We are working with a well-established engineering organisation who are looking for an Embedded Software Engineer to join their growing team in Norwich. With a strong reputation for delivering innovative technology solutions, this is an excellent opportunity to contribute to exciting projects in a supportive and collaborative environment. The Role: As an Embedded Software Engineer, you will contribute to the full software development life cycle, from requirements and design through to implementation, testing, and delivery. You will work closely with cross-functional teams to ensure robust software solutions are developed, while maintaining compliance with relevant standards and driving continuous improvement. Key Responsibilities: Contribute to the full life-cycle of embedded software development, including requirements, design, coding, testing, integration, and commissioning. Generate high-quality code to support project objectives. Ensure compliance with applicable standards, processes, and engineering best practice. Participate in software design reviews and maintain adherence to engineering procedures. Support troubleshooting and resolution of technical issues related to software solutions. Interpret system and software requirements to design robust, fit-for-purpose solutions. Work collaboratively with systems, hardware, and test engineers to deliver successful outcomes. Skills and Experience Required: HND (or equivalent) in a relevant engineering discipline, or significant industry experience in software development. Proven experience in a software engineering role within a manufacturing or engineering environment. Strong experience in developing real-time embedded C++ software for Linux. Familiarity with version control systems such as Git. Good understanding of engineering principles and development tools. Experience with Qt Creator is advantageous. How to Apply: If you re interested in this Embedded Software Engineer role, please click Apply Now . A member of our team at Service Service Recruitment will be in touch to discuss your application.
Oct 15, 2025
Full time
Embedded Software Engineer Norwich Competitive Salary About the Company: We are working with a well-established engineering organisation who are looking for an Embedded Software Engineer to join their growing team in Norwich. With a strong reputation for delivering innovative technology solutions, this is an excellent opportunity to contribute to exciting projects in a supportive and collaborative environment. The Role: As an Embedded Software Engineer, you will contribute to the full software development life cycle, from requirements and design through to implementation, testing, and delivery. You will work closely with cross-functional teams to ensure robust software solutions are developed, while maintaining compliance with relevant standards and driving continuous improvement. Key Responsibilities: Contribute to the full life-cycle of embedded software development, including requirements, design, coding, testing, integration, and commissioning. Generate high-quality code to support project objectives. Ensure compliance with applicable standards, processes, and engineering best practice. Participate in software design reviews and maintain adherence to engineering procedures. Support troubleshooting and resolution of technical issues related to software solutions. Interpret system and software requirements to design robust, fit-for-purpose solutions. Work collaboratively with systems, hardware, and test engineers to deliver successful outcomes. Skills and Experience Required: HND (or equivalent) in a relevant engineering discipline, or significant industry experience in software development. Proven experience in a software engineering role within a manufacturing or engineering environment. Strong experience in developing real-time embedded C++ software for Linux. Familiarity with version control systems such as Git. Good understanding of engineering principles and development tools. Experience with Qt Creator is advantageous. How to Apply: If you re interested in this Embedded Software Engineer role, please click Apply Now . A member of our team at Service Service Recruitment will be in touch to discuss your application.
My client is a well-established, Financial Planning firm located on the outskirts of Norwich; at present they are looking to bolster their employee benefits team offering first class assistance to their portfolio of corporate clients. Whilst you will be located in my clients head office in Norwich, they have offices nationwide and do support home working, allowing their employees to work from home, two out of the five, working day week. Working in conjunction with my clients existing employee benefit team you will develop and maintain profitable, long-term client relationships through the provision of first-class Group Risk and Healthcare advice and services. You will also ensure that all business is conducted in accordance with the Company s Compliance Procedures and Professional Standards. You must have experience working in corporate benefits, e.g. group pensions, death in service policies, income protection, critical illness cover and private medical insurance. Salary will be dependent on experience and will be discussed at interview. You will benefit from a huge amount of support and once trained to provide advice be allocated your own admin' support, though ongoing support will always be provided. Role Purpose: To provide administration and support services for workplace pension, automatic enrolment, group risk, and private medical insurance services. To ensure that all business is conducted in accordance with the Company s Compliance Procedures and Professional Standards. Principal Accountabilities: Client Services: Preparation of client letters and documents. The drafting of client reports and communications. The collation of data and obtaining of quotations. Undertaking market reviews/mid-year reviews/notify changes. The accurate updating of client records. Liaising with corporate clients, insurers, and providers via email and phone. Performing day-to-day administrative tasks. Supporting administrainve projects. General Office Duties: Answering phones promptly. Meeting and greeting clients. Preparation of refreshments. Opening and sorting of mail. Scanning documentation. Handling printing and posting tasks. Other: Using internal systems to effectively plan and prioritise workloads. Maintainance and completion of accurate client records electronically, complying with the requirements of Data Protection. Developing relationships with clients, colleagues, and providers, referring to consultants when necessary, and communicate progress as required. Conducting other ad-hoc tasks and projects as requested by Managers and/or Directors. Continually developing relevant regulatory, product, and provider knowledge and undertake continuous professional development in line with company policy and record accordingly. Key Role Competencies: Teamwork Communication Accuracy & attention to detail Time management & organization Qualifications Requirements: My client will encourage and support you to achieve the Certificate in Financial Services and/or Certificate in Insurance (Health and Protection exams) within the intiial three years of yoru employment (if not already held). BENEFITS Holiday allowance 25 days + BH s Private pension Office hours are 9-5, Monday to Friday. (Flexi, depednent on team requirements) Death in service policy Professional qualifications are paid for and encouraged/assistance with study Biannual, discretionary, profit related pay
Oct 14, 2025
Full time
My client is a well-established, Financial Planning firm located on the outskirts of Norwich; at present they are looking to bolster their employee benefits team offering first class assistance to their portfolio of corporate clients. Whilst you will be located in my clients head office in Norwich, they have offices nationwide and do support home working, allowing their employees to work from home, two out of the five, working day week. Working in conjunction with my clients existing employee benefit team you will develop and maintain profitable, long-term client relationships through the provision of first-class Group Risk and Healthcare advice and services. You will also ensure that all business is conducted in accordance with the Company s Compliance Procedures and Professional Standards. You must have experience working in corporate benefits, e.g. group pensions, death in service policies, income protection, critical illness cover and private medical insurance. Salary will be dependent on experience and will be discussed at interview. You will benefit from a huge amount of support and once trained to provide advice be allocated your own admin' support, though ongoing support will always be provided. Role Purpose: To provide administration and support services for workplace pension, automatic enrolment, group risk, and private medical insurance services. To ensure that all business is conducted in accordance with the Company s Compliance Procedures and Professional Standards. Principal Accountabilities: Client Services: Preparation of client letters and documents. The drafting of client reports and communications. The collation of data and obtaining of quotations. Undertaking market reviews/mid-year reviews/notify changes. The accurate updating of client records. Liaising with corporate clients, insurers, and providers via email and phone. Performing day-to-day administrative tasks. Supporting administrainve projects. General Office Duties: Answering phones promptly. Meeting and greeting clients. Preparation of refreshments. Opening and sorting of mail. Scanning documentation. Handling printing and posting tasks. Other: Using internal systems to effectively plan and prioritise workloads. Maintainance and completion of accurate client records electronically, complying with the requirements of Data Protection. Developing relationships with clients, colleagues, and providers, referring to consultants when necessary, and communicate progress as required. Conducting other ad-hoc tasks and projects as requested by Managers and/or Directors. Continually developing relevant regulatory, product, and provider knowledge and undertake continuous professional development in line with company policy and record accordingly. Key Role Competencies: Teamwork Communication Accuracy & attention to detail Time management & organization Qualifications Requirements: My client will encourage and support you to achieve the Certificate in Financial Services and/or Certificate in Insurance (Health and Protection exams) within the intiial three years of yoru employment (if not already held). BENEFITS Holiday allowance 25 days + BH s Private pension Office hours are 9-5, Monday to Friday. (Flexi, depednent on team requirements) Death in service policy Professional qualifications are paid for and encouraged/assistance with study Biannual, discretionary, profit related pay
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.
Oct 08, 2025
Full time
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
Oct 01, 2025
Full time
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
Oct 01, 2025
Full time
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
