Snr Financial Planning Assistant

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

Snr Financial Planning Assistant

Posted: 31 October

Reference: R13

Type: Permanent | Location: Norwich | Specialism: Financial Services | Salary: £32,000 – £35,000, DOE

Overview

An exciting opportunity has arisen for an experienced Senior Financial Planner Assistant to join a reputable and forward‑thinking financial services firm in Norwich. Renowned for its open, friendly culture and focus on employee development, this business offers a supportive environment where every team member is encouraged to thrive. You’ll work alongside a Senior Financial Planner, providing expert support across wealth and protection, while guiding and mentoring junior colleagues as their first point of contact for complex queries.

Responsibilities

• Provide comprehensive administrative support to an Advisor, focused on wealth and protection.
• Act as a first point of escalation for more junior team members, offering guidance and practical solutions.
• Oversee and support a Financial Planning Assistant directly, ensuring quality and efficiency in workflow.
• Assist in the training and development of new or less experienced colleagues, supporting a culture of continual improvement.
• Work closely with colleagues across the wider advice and paraplanning teams to ensure seamless client service.
• Manage tasks efficiently within internal CRM.
• Handle complex administrative and technical queries with professionalism and attention to detail.

Qualifications

• Either a CF1 qualification plus one other CF module with a minimum of 5 years’ industry experience, or QBE, 10+ years’ experience within the financial services sector (IFA background preferred).
• Strong working knowledge across a wide range of financial products.
• Proven ability to support senior advisers and act as a trusted escalation point.
• Confident communication skills with a collaborative, proactive approach.
• Experience mentoring or training others – or clear motivation to progress into a management role.
• Excellent organisation, attention to detail, and ability to work to deadlines.
• Experience using Intelligent Office (IO) strongly preferred.

Benefits

Salary £32,000 – £35,000, DOE (some flexibility for the right candidate). Full‑time preferred, though 4 days per week may be considered DOE (must be office‑based on working days). Supportive, team‑focused culture with clear opportunities to develop and progress. Direct collaboration with senior leadership and a broad range of financial planning work. Located in Norwich, a modern office environment, easily accessible via public transport.