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Financial Planner Assistant

Company

Service Service

Location

Norwich, Norfolk

Posted

June 09, 2026

Position Overview

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals; this role has arisen out of company growth and is a brand new vacancy.
You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds.
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based.
Role purpose
* To provide sales support to Independent Finan...

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