Financial Planning Assistant

Rthirteen; Norwich; On-site; GBP 27,000 - 29,000; Full time

Job summary

A leading independent financial advisory firm in Norwich seeks an experienced Financial Planning Assistant to support client work and day-to-day operations. You will join a friendly and motivated team, assisting financial advisers with administration tasks and maintaining client records. Strong attention to detail and 12-18 months of IFA support experience are essential. This role offers a salary of £27,000 - £29,000 with various benefits.

Benefits

Employer pension

Discretionary bonus

Study support including exam fees

Holiday purchase scheme

BUPA cash plan

Social committee activities

Christmas party

Qualifications

• 12-18 months of experience in IFA support capacity.
• Confidence in working independently and as part of a team.
• Professional and approachable manner when dealing with clients.

Responsibilities

• Supporting financial advisers with client administration.
• Preparing documents and correspondence accurately.
• Maintaining client records using internal CRM.
• Building strong working relationships with colleagues.
• Contributing to an organised team environment.

Skills

Attention to detail

Organisational skills

Team collaboration

Client communication

Job description

Posted : 31 October
Reference : R13

Financial Planning Assistant

Type: Permanent
Location: Norwich
Specialism: Financial Services
Salary: £27,000 - £29,000

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 professional culture, with directors who are deeply involved in the business and client service. You’ll be joining a motivated team where collaboration, knowledge-sharing, and personal development are strongly encouraged. Working closely with one or two advisers, you’ll play a key role in supporting client work and ensuring smooth day-to-day operations.

The opportunity

You’ll be part of a well-established administration team, providing high-quality support to financial advisers. This role offers the chance to gain exposure to a broad range of client work and develop your skills within a supportive environment. Depending on experience, you may support another admin or work solely for one or two advisers.

The Day to Day

• Supporting one or more financial advisers with day-to-day client administration
• Preparing documents, reports, and correspondence accurately and efficiently
• Using internal CRM to maintain client records, track workflows, and support compliance
• Building strong working relationships with colleagues and advisers.
• Contributing to a smooth-running, organised team environment.

You Will Have / Be

• 12-18 months+ experience min within an IFA support capacity.
• Excellent attention to detail and strong organisational skills
• Confidence in working independently and as part of a team
• A professional and approachable manner when dealing with colleagues and clients.

The Benefits

• Up to £29, (flexible depending on experience; salary justification will be considered). Monday–Friday (9–5 with some flexibility, e.g., 9 : 30 start / 30-minute lunch, or 8–4). Office-based during probation, with potential for 1 day WFH afterwards. Benefits : employer pension discretionary bonus, annual pay review, study support including exam fees, texts, one resit, and 0.5 day study leave before exams. Other perks include car parking, holiday purchase scheme (up to 3 days), bike-to-work scheme, discounted insurance products, recruitment referral bonus, client introduction commission, BUPA cash plan, Christmas party, social committee activities, and involvement in the company's charitable trust.