Jobs
>
Norwich

    Paraplanner - Home Working and Flexible Working - Norwich, Norfolk, United Kingdom - Service Service

    Default job background
    Part time
    Description
    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, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the firm.

    This is ideally a full time vacancy however for the right person my client will consider someone seeking part time hours though a minimum of two days per week is desirable, though three and four days would also be suitable.

    My client already offers flexible working and hybrid working from home so if the suitable candidate requires, working from home would be permitted with you ideally attending the office for a couple of days a month.

    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
    Chartered Financial Planner status - desirable or willingness to work towards


    • A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
    • Excellent administrative, research, report writing and communication skills
    • An industry competitive salary of between £(phone number removed)
    The opportunity to enhance your earnings via a profit related bonus, payable biannually
    26 days holiday PA, plus bank holidays
    Working hours are flexible - e.g.

    30-16:30 with one hour for lunch, or #removed# with one hour for lunch, 35 hours per week (if full time).

    3 times death in service policy
    Private Medical Insurance
    Electric car scheme
    Pension (5% employer contribution)
    Hybrid working (one day from home)
    Several social events throughout the year #J-18808-Ljbffr


  • Service Service Norwich, Norfolk, United Kingdom Part 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, this role is to support one of my clients Directors as well a ...


  • Errington Legal Norwich, Norfolk, United Kingdom

    Flexible working available · We are seeking a Corporate Tax Lawyer with a high level of technical knowledge as well as significant experience of corporate transactional work. Our client is open to considering lawyers of varying levels of PQE. · The role can be based in any of o ...


  • Errington Legal Norfolk, United Kingdom Full time

    Flexible working available · We are seeking a Corporate Tax Lawyer with a high level of technical knowledge as well as significant experience of corporate transactional work. Our client is open to considering lawyers of varying levels of PQE. · The role can be based in any of ou ...


  • Errington Legal Norwich, United Kingdom Full time

    Flexible working available · We are seeking a Corporate Tax Lawyer with a high level of technical knowledge as well as significant experience of corporate transactional work. Our client is open to considering lawyers of varying levels of PQE. · The role can be based in any of ou ...


  • Errington Legal Norwich, Norfolk, United Kingdom

    Are you an ambitious Commercial Property Lawyer seeking a move within or to the East of England · Several Commercial Property roles for NQ-4 yrs are available across a range of our clients, all offering quality work with a diverse client base and a range of flexible working opti ...


  • Errington Legal Norwich, Norfolk, United Kingdom

    Are you an experienced Commercial Property Lawyer keen to play more of a key role in the growth of a team? · Several Commercial Property roles for 5+yrs are available across a range of our clients, all offering quality work with a diverse client base and a range of flexible worki ...


  • Errington Legal Norfolk, United Kingdom Full time

    Are you an experienced Commercial Property Lawyer keen to play more of a key role in the growth of a team? · Several Commercial Property roles for 5+yrs are available across a range of our clients, all offering quality work with a diverse client base and a range of flexible worki ...

  • Nurse Plus

    Registered Nurse

    2 weeks ago


    Nurse Plus Norwich, United Kingdom

    About Nurseplus · At Nurseplus, we're all about providing the highest quality temporary care staff. We're big on quality, heart, and going the extra mile, and we believe in giving our team everything they need to truly impact the lives of the people we look after. · We're a close ...

  • Ad Warrior

    Office Manager

    1 week ago


    Ad Warrior Norwich, United Kingdom Full time

    Office Manager · Location: Norwich, NR15 2BP and Diss IP22 5TZ · Salary: SCP12 - £26,421 – SCP17 £28,770 FTE per annum (Hourly Rate Equivalent £ £14.91 per hour) (Pro Rata £18,650 – £20,672 per annum) · Hours: Term time + 1 · At our client's Primary Schools, they have created a d ...

  • TREVETT PROFESSIONAL SERVICES LTD

    Project Support PMO

    2 days ago


    TREVETT PROFESSIONAL SERVICES LTD Norwich, United Kingdom Full time

    Project Support/PMO – Salary up to £32,000 · Trevett Services are working closely with a leading Biomedical Science site who are looking to bring on a Project Support/PMO to work on their client site in Norwich. This is a full time, permanent role with a flexible working pattern ...

  • NL Group

    Pharmacist - Bristol

    2 weeks ago


    NL Group Norwich, United Kingdom Full time

    NLG Health are currently looking for an experienced Clinical Pharmacist for a Private Hospital in Norwich to cover an ongoing booking until the end of June 2024, with an anticipated extension. · With over 20 years of Healthcare experience, NL Group can offer you the chance to mak ...

  • Accelerate Personnel Ltd

    Class 1 Driver

    2 weeks ago


    Accelerate Personnel Ltd Norwich, United Kingdom Full time

    Accelerate Personnel are recruiting on behalf of our pallet network haulier an all rounder temp-perm driver who can cover Category C+E / Class 1 days or tramping and also flexible to cover Category C / Class 2 work as well. · These roles can vary from general haulage to pallett n ...

  • Edwards & Blake

    Catering Assistant

    2 weeks ago


    Edwards & Blake Norwich, United Kingdom Part time

    Join our team · Are you a passionate Catering Assistant? If so, we'd love you to join our team at Bunwell Primary School · This role sits within our Education division - catering for students. Dedicated to providing high-quality, nutritious, fresh, and sustainable food for our yo ...


  • qed legal Norwich, United Kingdom Part time

    **Private Client Solicitor/Legal Executive - Part Time Role - Norwich** · A boutique legal practice is looking to recruit an additional Private Client Lawyer to their team in Norwich. · The role is perfectly suited to those seeking part time hours of 2-3 days per week. There is f ...


  • AJ Chambers Norwich, United Kingdom

    **Personal Tax Manager - Up to £55,000 - Exceptional Flexibility & Healthy Work Life Balance** · AJ Chambers are currently partnering with a prestigious top 50 accountancy practice who are keen to appoint a CTA qualified Personal Tax Manager to join their ambitious team in Norwic ...

  • Mirus Aircraft Seating

    Production Manager

    1 week ago


    Mirus Aircraft Seating Norwich, United Kingdom Full time

    Production Manager · Job Type: Full Time · Location: Norfolk · Salary: Competitive · The Role · Are you an experienced production professional with a passion for innovation and excellence? Do you thrive in leading a demanding serial volume production factory? If so, we want you t ...


  • Hilton Community Services Ltd Norwich, United Kingdom Full time

    SUPPORTED LIVING SERVICES - LEARNING DISABILITIES · Drivers only · Who are we ? · Hilton Care provides high quality person-centred support to adults with learning disabilities, some of whom may have associated disabilities such as physical disabilities, sensory impairment, and me ...


  • City Calling Norwich, United Kingdom Full time

    Our client, a multi-disciplinary consultancy who deliver industry-leading engineering services, are looking for an experienced Senior Structural Engineer. You will be based out of Norwich but work on a flexible / Hybrid basis. · You will lead & mentor the team, including the deve ...


  • Leaders In Care Recruitment Ltd Norwich, United Kingdom Full time

    Are you a dedicated and experienced Scrub Theatre Practitioner? We have an exciting opportunity for you to join a well-established theatre department at one of the UK's most respected private hospital groups. This group is renowned for making a positive difference to patients' li ...


  • Clarion Norwich, United Kingdom

    **Azure Engineer** · - **Modern Work (M365) Architect** · Hybrid working with flexible base locations across England · Full time, Part-time, flexible working arrangements considered · Permanent and Fixed Term contracts available · **This is a really exciting time for Clarion's Gr ...