Financial Planning jobs in East Anglia
Internal Transfer Administrator
- Recruiter :
- Synergy Financial Ltd
- Salary :
- £15,000 to £20,000 per year
- Location :
- Ipswich, Suffolk
- Description :
- certificate in Financial Planning or equivalent. ... investment plans, and liaising with investment product providers to ensure transfers are undertaken in a ... , but the successful applicant must have worked in a complex processing environment; ideally within financial services
- Posted on :
- 16/03/2010
Schemes Administrator
- Recruiter :
- Synergy Financial Ltd
- Salary :
- £12,000 to £15,000 per year
- Location :
- Ipswich, Suffolk
- Description :
- A prominent financial services institution based in the Ipswich area is looking for someone to join their administrative support team. You will be working on the setting up of new investment plans for customers, and this will include checking money laundering documentation. In addition to this you will be working on the transfer of portfolios from other holding companies and dealing with the ongoing administration of existing investors. You must have 5 GCSEs or equivalent at Grade C and above - including English and Maths and 2 ... financial services. In addition you must be organised, motivated and demonstrate a high level of attention
- Posted on :
- 16/03/2010
Paraplanner
- Recruiter :
- Synergy Financial Ltd
- Salary :
- £25,000 per year (£25K plus)
- Location :
- Newmarket, Suffolk
- Description :
- A firm of independent financial advisors are looking for an addition to their highly successful Newmarket office. The firm has an established record of success in wealth management and financial planning. Your role will be reporting into Advisors and undertaking client related administration and reporting and implementation in order to assist in the provision of independent financial services to clients. You will be working closely with advisors to ensure the integrity of client files, and to make relevant changes. You will be producing reports on investment products to enable Advisors to make accurate and pertinent
- Posted on :
- 10/03/2010
Assistant Transfers Administrator
- Recruiter :
- Synergy Financial Ltd
- Salary :
- £12,000 to £16,000 per year
- Location :
- Ipswich, Suffolk
- Description :
- A prominent, dynamic and highly regarded financial services institution are looking to recruit someone to their Transfers Team. This is a varied and challenging role involving the movement and transfer of investment plans and assets between various product offerings. You will be working on the collation of the necessary documentation to facilitate the transfer, and then liaising with management to ensure the transfers have been correctly undertaken. You must have experience working in a large and highly complex processing environment, ideally within financial services. It is essential you have 5
- Posted on :
- 16/03/2010
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