Financial Planning Assistant: Path to Financial Planner

Alan Boswell Group; Norwich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development towards becoming a Financial Planner or deepening knowledge in Financial Services. A relevant qualification is desired or expected to be pursued.

Qualifications

• Two years of financial services administration experience is essential.
• Willingness to study towards a Financial Planning qualification.
• Experience in an IFA office or financial institution.

Responsibilities

• Assist with preparations for meetings with clients.
• Liaise with clients/providers for new business processes.
• Recommending operational improvements for client records.

Skills

Financial Services administration experience

Excellent organizational skills

Client liaison

Education

Relevant qualification in Financial Planning

Job description

A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development towards becoming a Financial Planner or deepening knowledge in Financial Services. A relevant qualification is desired or expected to be pursued.