Service Service

PART Time - Accounts/Finance role My professional and caring client are looking to recruit! 20 hours per week £28,000k - £30,000k pro rata DOE Flexible with days Salary will depend on skills and experience Great opportunity for the right person - a varied role interesting role and company where you, your experience and empathetic personality can really make a difference. RESPONSIBILITIES Manage and maintain the financial systems, including the preparation of annual budgets and accounts, ensuring accuracy and compliance with required standards Collate monthly wages information and process payments (PAYE) Administer the pension scheme Invoicing Credit control General Administration duties Could this be you:- Ideally AAT Level 3 qualification or equivalent Working knowledge of accounting systems and finance software Strong numerical skills and a high level of accuracy The ability to work as part of a team and on your own initiative Excellent attention to detail in all aspects of work Excellent problem solving ability alongside strong organisational skills Ability to prioritise and deal effectively with a busy workload Strong MS Office Skills in Excel, Word and Outlook If you feel you have to above then please email your CV asap and I look forward to hearing from you!

My client is a well-established Financial Planning firm with offices based in rural Norfolk. My client can offer an excellent working environment, working in their beautiful purpose-built office building, here you will feel well looked after and valued as part of an established, professional and positive team. My client based on the outskirts of Norwich, have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. The ideal candidate will have a minimum of two years experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge The requisite technical knowledge and qualifications, to meet FCA and company expectations. Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. A high degree of technical product and tax knowledge enabling the most appropriate client solutions. The ability to be able to multi task and juggle a busy workload. General Responsibilities Keep up to date with relevant product, legislative and technical changes. Ensure relevant CPD is maintained and recorded accurately. Promoting the profile of the business within the professional and wider community. Developing and maintaining internal relationships across the business to meet expected business and income targets. Key Responsibilities Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up Interpreting and analyzing data obtained from Advisers and 3rd parties Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements Independently identifying planning needs Implementing and evidencing clear centralised paraplanning procedures Proficient use of cash flow modeling software Coordinating the Paraplan work log and ensuring work is completed within service standards Communicating with the Advisers regarding their work requests Maintenance and development of compliant client suitability templates and factual technical collateral Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client Coordination of AIS model portfolio solution and follow up with clients and platform providers Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal Coordination of ongoing client assessments of suitability and the drawdown review service Review investment portfolios, performance and asset allocation Carry out due diligence Submitting business and managing the case to completion Effective time and caseload management Managing, recording and monitoring client reviews Assisting with the writing of technical communications for mass communications to clients and professionals Project work, management and coordination Providing technical training to team members Arranging training sessions for the team members Preparation of existing client files for review and managing review requirements to ensure all client files are compliant Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client Providing technical support to the Advisers and other team members Answering technical client queries Ability to achieve desired outcomes with minimum supervision Updating the company s research file Accurate system updating on IO Competent administration through wrap platforms utilized by the company Benefits Pension (auto-enrolment) 28 days holiday (3 of which are kept aside for the festive period office closure) 4 x Death in Service Full support for relevant Qualifications Discretionary bonus Birthday day off if it falls on a working day Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) Early finish on a Friday (3pm) Free fruit in the office Flu vaccination voucher

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.

Sales Agent - Monday to Friday (weekends off!) £29,000 k - £50,000 k per annum OTE, Salary PLUS commission Fully paid training provided After the two week training programme the hours will be Monday to Friday 8am to 6.15pm. Saturday and Sunday off No previous sales experience required - you must be confident on the telephone and have an upbeat and enthusiastic personality, with some previous customer service skills. A fantastic opportunity based in Hellesdon, Norwich, the successful candidate will earn an hourly rate plus generous commission, £29,000 - £50,000K OTE When it comes to direct marketing campaigns, this company are the experts. Serving the Eco home improvements and renewable energy industries, they are known for quality customer service. My client has an ethos of promoting from within, so there will be opportunities readily available for the successful Customer Service Advisor to progress to areas such as Team Leader and Senior Floor Leader given the right attitude. Your main responsibilities will include but are not limited to: Making outbound calls - all warm calls! Everyone has expressed an interest in taking your call Processing customers applications and converting to appointments/leads Building rapport with customers Updating the CRM system Meeting KPI s WARM CALLING ONLY To become part of the team you must be driven and enthusiastic. My client are looking for someone who relishes problem solving and ensuring customers get the best service possible. In addition, the following key skills are essential: Excellent verbal and written communication skills Great Telephone manner Confident and ambitious Benefits: OTE up to 50k PLUS Paid every hour you work PLUS bonus Paid holidays every weekend off! Pension Scheme Hours: 8.00AM- 6:15PM. Monday - Friday, Saturday and Sunday off! I look forward to hearing from you yes YOU!

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 client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast. They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in their Colchester office (Southwest outskirts) on both a personal and professional level. Job Summary Key Duties of the role You will provide direct line management of the administration and paraplanning teams e.g. running MI reports, performance management, managing workloads, answering questions and queries, providing training on processes and procedures You will work effectively with the management team to delegate workloads You will carry out team HR responsibilities e.g. authorising leave, sickness recording and back to work meets where needed, appraisals, personal development plan meetings, carry out monthly one to one reviews for the team You will manage new joiner and leavers implementations You will ensure all service level agreements are met and feedback any trends/issues to the Operations Director Promote teamwork and collaboration across all departments. Additional Duties The maintenance of Estates and software The first port of call for any ad hoc queries Carrying out Health and Safety Management reporting into Operations Director Ensuring the smooth day to day running of the office Contributing and assisting with Team Meetings across the business in conjunction with Compliance/T&C Manager/Operations Director The oversight of audits completed by the Senior Case Administrator The organisation and management of my clients external ID verification software To assist with any additional project work in conjunction Benefits Group Death in service x 4 Exam Sponsorship Group income protection Pensions scheme 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 is available to staff but this position requires someone to be in the office most of the 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

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 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

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