Financial Planning Assistant — Client Support & Admin

Service Service; Norwich; On-site; GBP 24,000 - 35,000; Full time

Benefits offered by this job

Company pension

25 days holiday

Death in Service 3 x Salary

Health Cash plan

Annual pay review

Annual group bonus

Regular work social events

Job summary

A leading financial services firm in Norwich is seeking an experienced Financial Planner Assistant to join their established team. This office-based role includes providing sales support, administering life, pension, and investment business, and ensuring compliance with company standards. The ideal candidate will have a background in financial services and strong customer service skills. The firm offers excellent benefits, including a company pension, holidays, and annual bonuses.

Qualifications

• Understanding of pensions, investment, life assurance, etc.
• Computer literate with Microsoft packages.
• Knowledge of back office administration system is desirable.

Responsibilities

• Provide sales support to Independent Financial Planners.
• Administration of new and existing life, pension and investment business.
• Prepare client portfolio reports and compliance requirements.

Skills

Customer service skills

Telephone/communication skills

Understanding a range of products

Computer literate

Education

Certificate in Financial Planning (or working towards)

Experience in financial services customer service/sales

Job description

A leading financial services firm in Norwich is seeking an experienced Financial Planner Assistant to join their established team. This office-based role includes providing sales support, administering life, pension, and investment business, and ensuring compliance with company standards. The ideal candidate will have a background in financial services and strong customer service skills. The firm offers excellent benefits, including a company pension, holidays, and annual bonuses.