Senior Financial Planning Assistant

An exciting opportunity has arisen for an experienced Senior Financial Planner Assistant to join a reputable and forward-thinking financial services firm in Norwich.

Renowned for its open, friendly culture and focus on employee development, this business offers a supportive environment where every team member is encouraged to thrive. You'll work alongside a Senior Financial Planner, providing expert support across wealth and protection, while guiding and mentoring junior colleagues as their first point of contact for complex queries.

The package

Salary is offered at £30,000 - £32,0000 DOE (or if CII passed - 2-3 exams, salary can be considered up to £35,000). Full-time preferred, though 4 days per week may be considered DOE (must be office-based on working days). Supportive, team-focused culture with clear opportunities to develop and progress should this be desired. Direct collaboration with senior leadership and a broad range of financial planning work. Located in Norwich, a modern office environment, easily accessible via public transport.

The day-to-day

• Provide comprehensive administrative support to an Advisor, focused on wealth and protection.
• Act as a first point of escalation for more junior team members, offering guidance and practical solutions.
• Oversee and support a Financial Planning Assistant directly, ensuring quality and efficiency in workflow.
• Assist in the training and development of new or less experienced colleagues, supporting a culture of continual improvement
• Work closely with colleagues across the wider advice and paraplanning teams to ensure seamless client service
• Manage tasks efficiently within internal CRM.
• Handle complex administrative and technical queries with professionalism and attention to detail.

You will have

• Either a CF1 qualification plus one other CF module with a minimum of 5 years' industry experience, OR 10+ years' experience within the financial services sector (IFA background preferred)
• Strong working knowledge across a wide range of financial products
• Proven ability to support senior advisers and act as a trusted escalation point
• Confident communication skills with a collaborative, proactive approach
• Experience mentoring or training others - or clear motivation to progress into a management role
• Excellent organisation, attention to detail, and ability to work to deadlines
• Experience using Intelligent Office (IO) strongly preferred.

How to apply

To hear more details about this fantastic opportunity, please email your CV to Ruth Harding - Business Director at rthirteen recruitment. If you don't hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.