Senior Financial Planning Lead & Mentor – Wealth & Protection

Rthirteen; Norwich; On-site; GBP 32,000 - 35,000; Full time

Job summary

A reputable financial services firm in Norwich is seeking a Senior Financial Planning Assistant to provide expert support in wealth management and mentor junior colleagues. The role involves comprehensive administrative tasks and direct collaboration with senior leadership, within a supportive culture focused on employee development. Candidates should have significant experience in financial services and preferably possess CF qualifications. The position offers a competitive salary and opportunities for career growth.

Benefits

Supportive team-focused culture

Clear opportunities to develop and progress

Modern office environment

Qualifications

• Minimum of 5 years’ industry experience or 10+ years in financial services.
• Ability to support senior advisers and escalate complex issues.
• Confident and proactive communication skills.

Responsibilities

• Provide admin support focused on wealth and protection.
• Guide junior team members as a first point of escalation.
• Oversee the work of a Financial Planning Assistant.

Skills

Financial product knowledge

Confident communication

Mentoring or training experience

Attention to detail

Organizational skills

Education

CF1 qualification plus one other CF module

10+ years’ experience in financial services

Tools

Intelligent Office (IO)

Job description

A reputable financial services firm in Norwich is seeking a Senior Financial Planning Assistant to provide expert support in wealth management and mentor junior colleagues. The role involves comprehensive administrative tasks and direct collaboration with senior leadership, within a supportive culture focused on employee development. Candidates should have significant experience in financial services and preferably possess CF qualifications. The position offers a competitive salary and opportunities for career growth.