Financial Planning Assistant

2 weeks ago

Norwich, Norfolk, United Kingdom Fram Executive Search Limited Full time
Paraplanner Opportunity at a Well-Established Financial Planning Firm

Fram Executive Search Limited is collaborating with a reputable, directly authorised financial planning firm in Norwich, seeking a Paraplanner to join their expanding team. This opening has arisen due to internal career progression, with a paraplanner transitioning to a trainee advisor role, and the addition of a seasoned financial advisor to the firm.

Our client is looking for candidates with existing paraplanning experience and a strong understanding of financial planning principles. The ideal candidate will be able to provide high-quality support to the financial advisors, ensuring seamless delivery of services to clients.

Key Responsibilities:

  • Assist financial advisors in the preparation of financial plans and reports
  • Conduct research and gather data to support financial planning recommendations
  • Develop and maintain accurate and up-to-date client records
  • Collaborate with the financial planning team to ensure efficient and effective service delivery

About the Firm:

The firm is a well-established, directly authorised financial planning firm with a strong reputation in the industry. They offer a supportive and dynamic work environment, with opportunities for professional growth and development.

What We Offer:

The successful candidate will receive a competitive salary and benefits package, as well as opportunities for professional development and career advancement.

  • Financial Planning Assistant

    2 months ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Description**Job Title:** Financial Planning Assistant**Job Type:** Full-time**Company:** Service Service Employment Agency Limited**Location:** City Centre Office**Job Type:** PermanentJob SummaryWe are seeking an experienced Financial Planning Assistant to join our established Financial Planning team. As a Financial Planning Assistant, you will provide...

  • Financial Planning Assistant

    2 months ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Job Description**Job Title:** Financial Planning Assistant**Job Type:** Full-time**Company:** Service Service Employment Agency Limited**Location:** City Centre Office**Job Type:** PermanentJob SummaryWe are seeking an experienced Financial Planning Assistant to join our established Financial Planning team. As a Financial Planning Assistant, you will provide...

  • Financial Planning Assistant

    1 week ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planning AssistantService Service Employment Agency Limited is seeking an experienced Financial Planning Assistant to join their established Financial Planning team. This role offers an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.The ideal candidate will have experience...

  • Financial Planning Assistant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Adviser AssistantOur client, a leading employer in the county, is seeking 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.The ideal candidate will have experience working in a...

  • Financial Planning Assistant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Adviser AssistantOur client, a leading employer in the county, is seeking 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.The ideal candidate will have experience working in a...

  • Financial Planning Assistant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant Job DescriptionOur client, a leading employer in the county, is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales...

  • Financial Planning Assistant

    3 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...

  • Financial Planning Assistant

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant Job DescriptionOur client, a leading employer in the county, is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales...

  • Financial Planning Assistant

    3 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...

  • Financial Planning Assistant

    4 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...

  • Financial Planning Assistant

    4 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...

  • Financial Planning Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This role offers an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales...

  • Financial Planning Assistant

    3 weeks ago

    Norwich, Norfolk, United Kingdom CV Library Full time

    Financial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking 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.The ideal candidate will have experience...

  • Financial Planning Assistant

    3 weeks ago

    Norwich, Norfolk, United Kingdom CV Library Full time

    Financial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking 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.The ideal candidate will have experience...

  • Financial Planning Assistant

    3 weeks ago

    Norwich, Norfolk, United Kingdom CV Library Full time

    Financial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking 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.The ideal candidate will have experience...

  • Financial Planning Assistant

    3 weeks ago

    Norwich, Norfolk, United Kingdom CV Library Full time

    Financial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking 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.The ideal candidate will have experience...

  • Financial Planning Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...

  • Financial Planning Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    Financial Planner Assistant OpportunityService Service Employment Agency Limited is seeking an experienced Financial Planner Assistant to join their established Financial Planning team. This is an excellent opportunity to work with a well-established team of wealth management and retirement provision professionals.Key ResponsibilitiesProvide sales support to...

  • Financial Planning Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom CV Library Full time

    Financial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking 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 due to company growth...

  • Financial Planning Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom CV Library Full time

    Financial Planner Assistant Job DescriptionMy client, a leading employer in the county, is seeking 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 due to company growth...