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Happy New Year and Welcome Lisa

We wish you all a Happy New Year and would like to welcome Lisa Perkins to our Company. Lisa joined Allen Tomas & Co in January 2018 as a Paraplanner.  Having worked in the Financial Services Industry for over 30 years with a large Pension Provider, she gained a wealth of pension knowledge and obtained the Financial Planning Certificate. Lisa is currently working towards her Diploma in Financial Planning with the CII and hopes to achieve this soon. During her spare time Lisa enjoys travel and experiencing the many pub walks Norfolk has to offer.

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We're hiring

Financial AdministratorDue to continued expansion of our business we are looking to recruit a Financial Administrator at our head office in Dersingham, Norfolk. We believe this is an excellent opportunity for the right individual to join a professional and friendly Chartered firm in beautiful surroundings.

What we are offering...
Competitive SalaryFlexible working hours25 Days Holiday (plus generous holiday at Christmas and Bank holidays)Company Pension SchemePaid Study LeavePaid CII Exams and Study Support/Material Your Duties...
Enter and manage client details on our back-office system and accurately maintain these recordsHelp clients and professional connections manage effectively their online portalsCollate and run client portfolio valuationsComplete applications/letters of authorities and relevant documents relating to Pensions, Savings, Investments, Protection, Trusts, Estate Planning, Long Term Care and Group Schemes within agreed timescalesSupport Paraplanners and Advisers with…

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