Financial Planner Assistant
1 day ago
My client is looking for 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; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based. Role purpose To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company s Manuals. Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company s record keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills required Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable) Telephone/communication skills. Customer service skills. Qualifications and experience Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal attributes Customer-oriented, attentive to detail and takes pride in own work Ability to maintain a professional manner when under pressure Works well on their own and as part of a team Proactive, uses initiative and takes ownership Confident in contributing ideas to enable continuous improvement Flexible, Adaptable and Organised Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events #J-18808-Ljbffr
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Financial Planner Assistant
5 days 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...
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Financial Planner Assistant
3 days ago
Norwich, United Kingdom Service Service Full timeMy client is looking for 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; this role has arisen out of company growth and is a brand new vacancy. You will ideally have experience working in...
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Senior Financial Planner Assistant
2 weeks ago
Norwich, United Kingdom Alan Boswell Group Full timeOur Financial Planners provide a holistic financial planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.Posted: 24/09/25Location:Hours:Full-timeFlexibility:Office-basedYearly salary:Job type:As a Senior Financial Planner Assistant, you will provide...
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Financial Planner Assistant
7 days ago
Norwich, United Kingdom Alan Boswell Group Full timeWorking on a portfolio of clients within the Financial Planning Team.Assisting with the preparation of reports and research preparing for meetings and supporting the financial planner with clients. Post meeting, liaising with clients/providers to submit/process various types of new business.Recommending improvements to clients’ records, systems 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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Norwich, Norfolk, United Kingdom Smith & Pinching Full time £30,000 - £40,000 per yearCompany DescriptionSmith & Pinching is one of Norfolk's leading firms of Chartered Financial Planners, specialising in expert, client focused financial advice for individuals and businesses, including pensions and investments. With a client-focused approach, we prioritise building relationships to ensure clear and personalised financial planning....
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Financial Planner Assistant: Client Support
20 hours ago
Norwich, United Kingdom Service Service Full timeA well-established financial firm is seeking an experienced Financial Planner Assistant to join their Financial Planning team in Norwich. The role involves providing sales support, managing life, pension, and investment administration, and liaising with clients to ensure compliance. Ideal candidates will have prior experience in financial planning or a...
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Financial Planner
2 weeks ago
Norwich, United Kingdom Synchronicity Group Full timeWe are working with an Industry-Leading and very reputable boutique Financial Planning company. They are looking to expand their team and bring an experienced and ideally Chartered Financial Planner on board. As a business they would be able to provide amplewarm leads coming through from several of their ventures for you to build business fairly quickly....
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Financial Planner
3 days ago
Norwich, United Kingdom Service Service Employment Agency Limited Full timeMy client who was established in 2012, are a team of well-established Financial Professionals who pride themselves on providing bespoke face-to-face advice to individuals, businesses and trustees, in all areas of financial planning. My client specialises in providing high-quality personal advice on many aspects of wealth management and advise clients of...
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Norwich, United Kingdom Alan Boswell Group Full timeParaplanner / Technical Planner – Financial ServicesAs a result of internal promotions and team developments, new vacancies have arisen and therefore we are looking for a Paraplanner (Technical Planner) to provide vital support to the team of Financial Advisers for personal and corporate clients, incorporating the use of protection products, investment...
