Robin at Service Service Recruitment
June 11, 2024
Norwich, United Kingdom
Job Type
£26-£30,000.00 NEG DOE


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.

This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.

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.

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

Role Overview

To support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge.

Office Administration – You will receive incoming telephone calls and mail and handle appropriately, maintain office systems, including data management and electronic filing, make client appointments when required.

Account Processing/Report Writing – You will carry out the production of review meeting documentation, processing of client applications, FE analysis and Selectapension where required, record keeping on IO, research where required.

Client Service – You will possess exceptional client service skills, you will be organised and carry out timely processing of administrative duties, preparation and updating of portfolios, respond to any client enquiries on administrative questions and know when to refer on.

Business Development – You will support events, office mailings and newsletters when asked, outbound calls to assist with mailings, support Financial Planner with key referrals, proactive suggestions for improvement, attend client appreciation events

Self-Development – You will complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, train/mentor other FPAs, maintain own CPD, enhance your industry knowledge

You will need:
• Excellent administrative, analysis and communication skills with a high standard of written English
• Good computer skills including Excel and Word
• The ability to work as part of a team as well as individually
• A high level of diligence, conscientiousness, reliability, and customer service skills
• A willingness to learn new responsibilities and keep informed of compliance and regulatory changes
• The ability to work well under pressure, maintain accuracy and prioritise workloads to meet deadlines
• Confidence and ability to liaise professionally with corporate and high calibre clients
• Ongoing self-development to maintain appropriate level of CPD for role


An industry competitive salary of up to £30,000.00

The opportunity to enhance your earnings via a profit related bonus, payable biannually

26 days holiday PA, plus bank holidays

Working hours are flexible – e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week.

3 times death in service policy

Private Medical Insurance

Electric car scheme
Pension (5% employer contribution)
Several team social events throughout the year

Drop files here browse files ...

Related Jobs