Financial Planner Assistant / Administrator

We are looking for an experienced Financial Planner Assistant / Administrator with a strong background in administrative work within Financial Services to support our Independent Financial Advisors.

Salary: £25,000 – £28,000Job Type: Full-time, PermanentHours: 9am – 5pm (including 1-hour lunch)Qualifications: Fully funded

About Us

We are a well-established company in Norwich, providing financial solutions for wealth and corporate clients for over 40 years. Our Financial Planners deliver a holistic financial planning service for both personal and corporate clients, incorporating protection products, investment strategies, pension planning, and tax planning.

Your Role

• Manage a portfolio of clients within the Financial Planning Team.
• Assist with preparing reports and research for meetings, supporting Financial Planners with client work.
• Recommend improvements to client records, systems, and practices.
• Organise and support clients effectively to meet company standards and ensure timely completion before review by a Financial Planner.

What We’re Looking For

• Ideally, you will already hold or be willing to study towards a relevant Financial Planning qualification.
• The qualification covers the financial services market, regulatory context, investment principles, key product areas, and technical/advisory skills.
• Training includes private study, regular exams, and on-the-job learning to build technical, personal, and professional skills.

This is an excellent opportunity to develop your career within a supportive company offering a structured development plan. It’s perfect for those looking to progress into a Financial Planner role or deepen their expertise as a Financial Planning Administrator.

Benefits

• 25 days annual leave + Bank Holidays (option to purchase up to 3 additional days)
• Annual company bonus scheme
• Life Insurance (4x annual salary)
• Bupa Cashplan
• Salary Exchange pension scheme
• Supported professional training and development
• Discounted financial services and insurance products
• Funded professional memberships
• Recruitment referral incentive bonus
• Client introduction commission incentive
• Bike-to-work scheme
• Subsidised restaurant in the Norwich office

Interested?

Please call Michelle Topley on or email your CV to . Alternatively apply online.