Financial Planning Assistant

  • Shortlist
Location Norwich
Salary Negotiable
Type Permanent
Consultant Alex Russon
Ref 51111

Financial Planning Assistant


Salary is dependent on the individual

We are looking for someone that has experience working in an IFA environment to provide a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations of the clients.

Ideally you will have some FS qualifications and possibly working towards the Level 4 Diploma.

You will be supported heavily in your career development and allowed to grow from within the firm


To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly

To service ongoing business in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly

To provide accurate client data and fund valuations as required for ongoing client servicing and financial reporting

To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.

To foster good working relationships with Managers, Colleagues and Consultants

To use the Advisor Office diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed

To contribute to day to day activities such as answering telephones, opening and distributing post, archiving and ensuring telephone/office cover is maintained

To maintain continuous professional development (CPD) inline with Company policy and maintain an annual CPD log

To conduct other ad hoc projects and tasks as requested by Managers and / or Directors.


Skills Required

You must have previous experience in a financial services administration environment; some supervisory experience would be an advantage but is not essential

The ideal candidate will hold the Certificate in Financial Services, or equivalent or working towards

Excellent attention to detail

Excellent communication skills (oral and written) as well as excellent numeracy skills

Excellent organisational and prioritisation skills

Ability to work independently and as part of a team

Ability to build positive working relationships


Synonyms: IFA Admin

*Client Services Administrator, Sales Support,

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career