Wealth Planning Assistant (Hybrid)

Service Service; Norwich; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Competitive salary up to £35,000

Private medical insurance

Pension scheme

25 days annual leave

Office Christmas close

Life Assurance

Discretionary bonus

Employee Assistance Programme

Flexible benefits

Job summary

Service Service, a leading wealth management firm in Norwich, is seeking a Financial Planning Assistant to support Financial Planners and maintain a compliant, high‑quality client experience. The role is hybrid — 3 days in the Norwich office and 2 days at home.

The ideal candidate will have at least 12 months of IFA administration experience and familiarity with Intelligent Office. We offer a competitive salary up to £35,000, private medical insurance, a pension scheme, 25 days’ annual leave, a

Qualifications

• A minimum 12 months IFA administration experience, supporting an advisor
• Previous regulatory or financial industry experience is desirable
• Good written and oral communication skills
• Methodical and organised
• Computer literate
• Accurate with good attention to detail
• Problem solving
• Knowledge of the advice process
• Collaborator, takes initiative, curious
• Desire to learn and develop and step out of comfort zone

Responsibilities

• You will help advisers to prepare for client reviews by updating client and plan information on IO
• Requesting plan information from providers and uploading to IO
• Updating contributions and withdrawals using provider histories
• Adding missing policy information to IO
• Validating funds and ensuring price feeds produce accurate plan values
• Checking income expectations across client plans
• Collating costs and charges information for plans
• Using IO templates to create and check client valuation reports
• Producing OneNote packs for advisers (Client Charter, FE Analytics, KID, IO data forms)
• Preparing cases for AST submissions by compiling plans and chasing providers
• Checking and validating client income expectations as needed
• Interacting with advisers to ensure data accuracy for valuations and revenue
• Delivering excellent customer service to clients
• Producing client letters and answering phone calls
• Managing day-to-day enquiries from clients and providers
• Creating and maintaining client files
• New business processing and application submission
• Liaising with product providers and keeping up with market changes
• Complying with policies and engaging in training and development
• Performing ad hoc tasks as required

Skills

IFA administration

Regulatory experience

Communication

Organisation

Problem solving

Attention to detail

Collaboration

Client service

Education

GCSE Maths

GCSE English

Tools

Intelligent Office

Job description

Service Service, a leading wealth management firm in Norwich, is seeking a Financial Planning Assistant to support Financial Planners and maintain a compliant, high‑quality client experience. The role is hybrid — 3 days in the Norwich office and 2 days at home.

The ideal candidate will have at least 12 months of IFA administration experience and familiarity with Intelligent Office. We offer a competitive salary up to £35,000, private medical insurance, a pension scheme, 25 days’ annual leave, a