Financial Planning Assistant - Client Service & Admin

Titan Wealth; Norwich; Hybrid; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Profit related bonus

Discretionary bonus

Opportunity for remote work after probation

Job summary

A financial services company located in Norwich is seeking a dedicated administrative support person to assist financial planners. This full-time role focuses on exceptional client service, office administration, and business development. The ideal candidate has excellent administrative and communication skills, strong computer skills, and the ability to work efficiently under pressure. Opportunity for ongoing professional development and potential bonuses are included.

Qualifications

• Prior relevant experience in a similar role.
• Ability to work under pressure and meet deadlines.
• Ongoing self-development to maintain CPD.

Responsibilities

• Receive and handle incoming calls and mail.
• Maintain office systems, including data management.
• Provide exceptional client service and process administrative duties.
• Support business development and key referrals.
• Complete requested training and keep updated on compliance requirements.

Skills

Excellent administrative skills

Analysis skills

Communication skills

Good computer skills (Excel, Word)

Customer service skills

Job description

A financial services company located in Norwich is seeking a dedicated administrative support person to assist financial planners. This full-time role focuses on exceptional client service, office administration, and business development. The ideal candidate has excellent administrative and communication skills, strong computer skills, and the ability to work efficiently under pressure. Opportunity for ongoing professional development and potential bonuses are included.