Financial Services Administrator/Experienced Financial Planner Support

1 week ago


Norwich, Norfolk, United Kingdom Smith & Pinching Full time £30,000 - £40,000 per year

Company Description

Smith & 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. Understanding that every client's circumstances evolve over time, we tailor our services to adapt to changing priorities and opportunities.

Role Description

This is a full-time, on-site role located in Norwich for a Financial Services Administrator/Experienced Financial Planner Support. The role involves assisting financial planners in preparing for client meetings, creating financial reports, maintaining accurate records, handling correspondence, and ensuring compliance with regulatory standards. The role also requires managing administrative tasks efficiently while supporting the financial planning team.

Qualifications

  • Strong knowledge of Financial Planning and Finance principles
  • Excellent Communication and interpersonal abilities
  • Attention to detail and time management skills
  • Experience in the financial services industry
  • CII qualification or a relevant industry knowledge.


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