Financial Planning Assistant

6 days ago

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

Our 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.

The ideal candidate will have experience working in a Financial Planning environment, such as an independent financial advice practice. Alternatively, candidates from a pension or investment administration background may also be considered.

This role is based in the client's city centre office and will be permanently office-based due to the important nature of the position.

Key Responsibilities:

  • Provide sales support to Independent Financial Planners to assist in obtaining new business and efficient servicing of existing business.
  • Administer new and existing life, pension, and investment business.
  • Offer PA support to Financial Planners.
  • Understand the provision of advice to clients in a compliant manner as detailed in the Company's Manuals.

Requirements:

  • Excellent communication and organizational skills.
  • Ability to work in a fast-paced environment.
  • Strong attention to detail and ability to maintain confidentiality.
  • Knowledge of financial planning principles and practices.

  • Financial Planning Assistant

    3 weeks 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

    3 weeks 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 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 week 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

    2 weeks 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.The ideal candidate will have...

  • Financial Planning Assistant

    2 weeks 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.The ideal candidate will have...

  • Financial Planning Assistant

    6 days 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

    6 days 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

    14 hours 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

    10 hours 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 Adviser AssistantService Service Employment Agency Limited is seeking an experienced Financial Adviser 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 Independent...

  • Financial Planning Assistant

    2 weeks ago

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

    Financial Adviser AssistantService Service Employment Agency Limited is seeking an experienced Financial Adviser 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 Independent...

  • Financial Planning Assistant

    2 weeks ago

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

    Financial Planner Assistant RoleService 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.The ideal candidate will have experience working in...

  • Financial Planning Assistant

    3 weeks ago

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

    Financial Planner Assistant RoleService 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.The ideal candidate will have experience working in...

  • Financial Planning Assistant

    3 weeks ago

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

    Financial Planner Assistant RoleService 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.The ideal candidate will have experience working in...

  • Financial Planning Assistant

    2 weeks ago

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

    Financial Planner Assistant RoleService 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.The ideal candidate will have experience working in...

  • Financial Planning Assistant

    2 weeks ago

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

    Financial Planner Assistant RoleService 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.The ideal candidate will have experience working in...

  • Financial Planning Assistant

    2 weeks ago

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

    Financial Planner Assistant RoleService 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.The ideal candidate will have experience working in...

  • Financial Planning Assistant

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Assistant to join our team at Service Service Employment Agency Limited. As a key member of our Financial Planning team, you will play a vital role in supporting our Independent Financial Planners in obtaining new business and efficiently servicing existing business.Key...

  • Financial Planning Assistant

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Assistant to join our team at Service Service Employment Agency Limited. As a key member of our Financial Planning team, you will play a vital role in supporting our Independent Financial Planners in obtaining new business and efficiently servicing existing business.Key...