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Financial Planning Assistant

Job Posted: 2 hours ago

Salary: £ 27,000 - 29,000 / Annum
Job Type: Permanent
Location: Norwich, Norfolk

Expire in: a month

Job Description

A fantastic opportunity has arisen for an experienced Financial Planning Assistant to join one of the largest independent financial advisory firms in East Anglia.

This business is highly regarded for its friendly and professional culture, with directors who are deeply involved in the business and client service. You’ll be joining a motivated team where collaboration, knowledge-sharing, and personal development are strongly encouraged. Working closely with one or two advisers, you’ll play a key role in supporting client work and ensuring smooth day-to-day operations.

The opportunity

You’ll be part of a well-established administration team, providing high-quality support to financial advisers. This role offers the chance to gain exposure to a broad range of client work and develop your skills within a supportive environment. Depending on experience, you may support another admin or work solely for one or two advisers.

The day to day:

  * Supporting one or more financial advisers with day-to-day client administration

  * Preparing documents, reports, and correspondence accurately and efficiently

  * Using internal CRM to maintain client records, track workflows, and support compliance

  * Building strong working relationships with colleagues and advisers.

  * Contributing to a smooth-running, organised team environment.

You will have/be:

  * 12-18 months+ experience min within an IFA support capacity.

  * Excellent attention to detail and strong organisational skills

  * Confidence in working independently and as part of a team

  * A professional and approachable manner when dealing with colleagues and clients.

The benefits:

  * Up to £29,000 (flexible depending on experience; salary justification will be considered).

  * Monday–Friday (9–5 with some flexibility, e.g., 9:30 start / 30-minute lunch, or 8–4).

  * Office-based during probation, with potential for 1 day WFH afterwards.

  * Benefits: employer pension discretionary bonus, annual pay review, study support including exam fees, texts, one resit, and 0.5 day study leave before exams.

  * Other perks include car parking, holiday purchase scheme (up to 3 days), bike-to-work scheme, discounted insurance products, recruitment referral bonus, client introduction commission, BUPA cash plan, Christmas party, social committee activities, and involvement in the company's charitable trust

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Planning Assistant job near me in Norwich, Norfolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!