Snr Financial Planning Assistant
6 days ago
Posted: 31 October Reference: R13/Snr Financial Planning AssistantType:PermanentLocation:Norwich Specialism:Financial ServicesSalary:£32, - £35,An exciting opportunity has arisen for an experienced Senior Financial Planner Assistant to join a reputable and forward-thinking financial services firm in Norwich.Renowned for its open, friendly culture and focus on employee development, this business offers a supportive environment where every team member is encouraged to thrive. You’ll work alongside a Senior Financial Planner, providing expert support across wealth and protection, while guiding and mentoring junior colleagues as their first point of contact for complex queries.The Day to Day:Provide comprehensive administrative support to an Advisor, focused on wealth and protection.Act as a first point of escalation for more junior team members, offering guidance and practical solutions.Oversee and support a Financial Planning Assistant directly, ensuring quality and efficiency in workflow.Assist in the training and development of new or less experienced colleagues, supporting a culture of continual improvementWork closely with colleagues across the wider advice and paraplanning teams to ensure seamless client serviceManage tasks efficiently within internal CRM.Handle complex administrative and technical queries with professionalism and attention to detail.You Will Have/Be:Either a CF1 qualification plus one other CF module with a minimum of 5 years’ industry experience, OR QBE 10+ years’ experience within the financial services sector (IFA background preferred)Strong working knowledge across a wide range of financial productsProven ability to support senior advisers and act as a trusted escalation pointConfident communication skills with a collaborative, proactive approachExperience mentoring or training others – or clear motivation to progress into a management roleExcellent organisation, attention to detail, and ability to work to deadlinesExperience using Intelligent Office (IO) strongly preferred. The Benefits:Salary £32, – £35, DOE (some flexibility for the right candidate). Full-time preferred, though 4 days per week may be considered DOE (must be office-based on working days). Supportive, team-focused culture with clear opportunities to develop and progress should this be desired. Direct collaboration with senior leadership and a broad range of financial planning work. Located in Norwich, a modern office environment, easily accessible via public transport.
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Financial Services Administrator
3 hours ago
Norwich, United Kingdom Harrold Financial Planning Ltd Full time**Job Title**: Financial Services IFA Administrator **Location**:Central Norwich (St Georges Street), with occasional meetings in Hingham, Norfolk **Salary**:£19,000 - £20,000 **Hours**:35 per week, 9am - 5pm with 1-hour unpaid lunch **About HFP**: HFP started in business in 1988. We provide informed, impartial and independent financial advice across...
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Financial Planning Assistant
6 days ago
Norwich, United Kingdom Rthirteen Full timePosted: 31 October Reference: R13/Financial Planning AssistantType:PermanentLocation:Norwich Specialism:Financial ServicesSalary:£27, - £29,A fantastic opportunity has arisen for an experienced Financial Planning Assistant to join one of the largest independent financial advisory firms in East Anglia.This business is highly regarded for its friendly and...
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Norwich, United Kingdom Alan Boswell Group Full timeA Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development...
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Senior Financial Planning Assistant
3 weeks ago
Norwich, United Kingdom Service Service Employment Careers Full timeMy client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition...
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Senior Financial Planning Assistant
3 weeks ago
Norwich, United Kingdom Service Service Employment Agency Limited Full timeMy client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
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Senior Financial Planning Assistant
4 weeks ago
Norwich, United Kingdom Service Service Employment Full timeMy client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
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Financial Planning Assistant
6 days ago
Norwich, United Kingdom Titan Wealth Full timeOverviewLoveday & Partners is a Titan Group company. Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates...
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Senior Financial Planning Assistant
4 weeks ago
Norwich, United Kingdom Service Service Employment Full timeMy client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
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Independent Financial Adviser
6 days ago
Norwich, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Norwich/Ipswich** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...
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Financial Planner Assistant
1 week ago
Norwich, Norfolk, United Kingdom Alan Boswell Group Full time £25,000 - £55,000 per yearFinancial Planner Assistant / AdministratorWe are looking for an experienced Financial Planner Assistant with some Administrator experience within Financial Services.We are a well-established company in Norwich which has been finding financial solutions for wealth and corporate clients for over 40 years.Our Financial Planners provide a holistic financial...
