Financial Planning Assistant
6 days ago
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.
Key Responsibilities- Provide sales support to Independent Financial Planners to assist them 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.
- Understanding of a range of products provided by the Company, including pensions, investments, and life assurance.
- Computer literacy, with competence in using various software, including Microsoft packages.
- Knowledge of back office administration systems (desirable).
- Excellent telephone and communication skills.
- Certificate in Financial Planning or working towards.
- Experience of working in a similar customer service/sales environment in financial services.
- Flexible, adaptable, and organized.
This role is based in our client's city centre office and requires a permanent office-based presence due to the important nature of the vacancy.
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Financial Planning Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob 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...
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Financial Planning Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob 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...
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Financial Planning Assistant
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
14 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
10 hours ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
6 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeOur 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...
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Financial Planning Assistant
6 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeOur 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeFinancial 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...
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Financial Planning Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob 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...
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Financial Planning Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob 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...
