Financial Planning Assistant — Hybrid Career Growth

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

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.