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Financial Planning Assistant

Company

Heat Recruitment

Location

Norwich, United Kingdom

Type

Permanent

Location

Norwich

Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89565

Recruiter Managing This Role

Financial Planning Assistant Norwich Up to £30,000


A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. 


The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such training would be provided upon arrival. 


The business are looking for someone organised with effective communication skills who always puts the interest of customers first. If this sounds like you, please do hit the apply button! 


Key Responsibilities will include 

  • Preparation and submission of New Business Files
  • Sales Progression pipeline/case submission chasing
  • Managing the Revi...
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