Financial Planning Assistant

This is a fantastic opportunity to join one of the county’s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.

At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.

As a Financial Planning Assistant you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times.

My clients approach, together with a loyal client base and a talented team, makes joining them as a Financial Planning Assistant a great opportunity for someone who shares their ethos and values.

The role is hybrid - 3 days working from my clients Norwich office, 9am to 5pm - Monday to Friday - 2 days homebased.

I personally have a history of recruiting top talent for this organisation and the feedback I have from employees is second to none.

Key Responsibilities

You will help advisers to prepare for client reviews by:

Ensuring all client and plan information is up to date on IO

Requesting plan information from the respective providers either by post,...