Hybrid Financial Planning Assistant

Service Service Employment Agency Limited; Norwich; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Private medical insurance

Pension scheme

25 days annual leave

Office Christmas close

Life assurance

Health cash plan

Employee Assistance Programme

Flexible benefits

Job summary

Service Service Employment Agency Limited presents a Financial Planning Assistant role in Norwich. You will support Financial Planners, ensuring a compliant service and excellent client experience in a hybrid setup (3 days in the Norwich office, 2 days home-based).

The candidate should have at least 12 months IFA administration experience, strong communication, and solid organisational skills; familiarity with Intelligent Office is beneficial.

Qualifications

• Minimum 12 months IFA administration experience supporting an advisor.
• Good written and oral communication skills.
• Strong organisational and time management abilities.
• Familiarity with the advice process and financial industry basics.

Responsibilities

• Assist advisers to prepare for client reviews and keep IO up to date.
• Request and chase plan information from providers and upload to IO.
• Update contributions/withdrawals and link plan transfers.
• Validate funds and ensure correct unit balances and price feeds.
• Produce client valuation reports and OneNote packs for advisers.
• Handle day-to-day enquiries and maintain accurate client files.
• Support new business processing and provider communications.

Skills

IFA administration experience

Regulatory or financial industry

Written and oral communication

Methodical and organised

Computer literate

Attention to detail

Problem solving

Knowledge of the advice process

Collaborative and proactive

Willingness to learn

Education

Maths and English GCSE (grade 5+)

Tools

Intelligent Office IO

Job description

Service Service Employment Agency Limited presents a Financial Planning Assistant role in Norwich. You will support Financial Planners, ensuring a compliant service and excellent client experience in a hybrid setup (3 days in the Norwich office, 2 days home-based).

The candidate should have at least 12 months IFA administration experience, strong communication, and solid organisational skills; familiarity with Intelligent Office is beneficial.