Senior Financial Planning Assistant
3 weeks ago
My client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member.Key RequirementsPersonable, client focused, good at relationship building.Ability to prioritise your own workload.Good organisational skills with a strong eye for detail (essential).To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.The administration of new and existing life, pension and investment business.PA support to your assigned Financial Planner.Understanding of the provision of advice to clients in a compliant manner as detailed in the Companys Manuals.Assist Financial Services Manager with tasks/projects as required
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Senior Financial Planning Assistant
2 weeks ago
Norwich, United Kingdom Service Service Employment Agency Limited Full timeMy client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
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Senior Financial Planning Assistant
3 weeks ago
Norwich, United Kingdom Service Service Employment Full timeMy client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
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Senior Financial Planning Assistant
3 weeks ago
Norwich, United Kingdom Service Service Employment Full timeMy client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
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Norwich, United Kingdom Alan Boswell Group Full timeA Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development...
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Financial Planning
1 day ago
Norwich, United Kingdom Cornwall Insight Full timeCornwall Insight specialises in research, analysis, consulting, and training in the energy markets, and we are seeking a **Financial Planning & Analysis Manager** to join our growing finance team. **The position**: Reporting into the Group Finance Director and supporting Financial Controller, the position will lead the budgeting and strategic planning...
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Senior Financial Planner Assistant
2 weeks ago
Norwich, United Kingdom Alan Boswell Group Full timeOur Financial Planners provide a holistic financial planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.Posted: 24/09/25Location:Hours:Full-timeFlexibility:Office-basedYearly salary:Job type:As a Senior Financial Planner Assistant, you will provide...
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Norwich, United Kingdom Rthirteen Full timeA leading independent financial advisory firm in Norwich seeks an experienced Financial Planning Assistant to support client work and day-to-day operations. You will join a friendly and motivated team, assisting financial advisers with administration tasks and maintaining client records. Strong attention to detail and 12-18 months of IFA support experience...
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Senior Financial Services Administrator
1 week ago
Norwich, United Kingdom Service Service Employment Agency Limited Full timeIf you are an experienced Norwich based IFA practice Administrator then you should read on... I am currently recruiting for one of the best practices in Norfolk, my clients offer an excellent working environment with a friendly and flexible approach to work. Through internal growth my client has an opportunity to join their already well established...
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Financial Planner Assistant
3 days ago
Norwich, Norfolk, United Kingdom Alan Boswell Group Full time £25,000 - £55,000 per yearFinancial Planner Assistant / AdministratorWe are looking for an experienced Financial Planner Assistant with some Administrator experience within Financial Services.We are a well-established company in Norwich which has been finding financial solutions for wealth and corporate clients for over 40 years.Our Financial Planners provide a holistic financial...
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Financial Accountant
7 days ago
Norwich, United Kingdom Pure Resourcing Solutions Full timeAn opportunity has arisen for a Financial Accountant in Norwich. Flexible hybrid working 18 months Fixed Term Contract The Financial Accountant (FA) will assist with the monthly and annual financial reporting. Reporting to the Group Financial Accountant, the FA will work with both the wider finance function and the operational business to ensure that...