Financial Planning Assistant

19 hours ago


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

A Financial Planning Assistant role has become available at Service Service Employment Agency Limited, offering an excellent opportunity to enhance your career in wealth management.

This is a full-time vacancy with the possibility of flexible working hours. As a Financial Planning Assistant, you will provide exceptional support to Financial Planners, ensuring a fully compliant service and excellent client experience.

The ideal candidate will possess excellent administrative, analysis, and communication skills, with a high standard of written English. Good computer skills, including Excel and Word, are also essential.

In return for your hard work and dedication, you can expect a competitive salary of up to £30,000.00 per annum, a profit-related bonus, payable biannually, private medical insurance, an electric car scheme, and a pension with a 5% employer contribution.

We are looking for a motivated and proactive individual who is eager to learn new responsibilities and stay informed of compliance and regulatory changes.



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