Financial Planning Support Team Member

2 days ago


Norwich, Norfolk, United Kingdom James Phillip Financial Recruitment Full time

We are currently seeking an experienced Financial Planning Administrator to join our busy team, providing administrative support to our Paraplanners and Chartered advisers.

This role offers an exciting opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry.

Key responsibilities include:

  • Providing administrative support to ensure seamless service delivery.
  • Processing new business applications, chasing outstanding information, and conducting research reviews and renewals.
  • Liaising with external companies to facilitate efficient communication and timely completion of tasks.

To be successful in this role, you will require:

  • At least two years of experience as an IFA administrator.
  • Excellent communication and interpersonal skills.
  • A proactive approach to problem-solving and task management.

We offer a competitive salary package, comprehensive benefits, and a clear career path on offer. Our company culture and atmosphere are also highly regarded within the industry.

Estimated Salary: £48,000 - £58,000 per annum

About Us:

  • As a leading Chartered IFA brokerage, we are committed to delivering exceptional financial services to our clients, while fostering a collaborative and supportive work environment.
  • Our team is dedicated to providing high-quality support to our clients and colleagues alike, driving business success and growth.


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