Experienced Wealth Protection Administrator Wanted - Norwich - beBeeFinancialServices

    beBeeFinancialServices
    beBeeFinancialServices Norwich

    5 days ago

    Permanent

    Job title: Snr Financial Planning Assistant

    Description
    Senior Financial Planner Assistant Opportunity

    A forward-thinking financial services firm in Norwich is seeking an experienced Senior Financial Planner Assistant to join their team. This role offers a supportive environment where every member can thrive, working alongside a Senior Financial Planner to provide expert support across wealth and protection.

    Key Responsibilities:
    • Provide comprehensive administrative support to an Advisor, focused on wealth and protection.
    • Action as a first point of escalation for more junior team members, offering guidance and practical solutions.
    • Oversight the quality and efficiency of workflow for a directly supported Planning Assistant.
    • < br > Required Qualifications Skills
        li CF1 qualification plus one other CF module with minimum five years industry experience OR QBE ten+ years experience within finance sector IFA background preferred> ,< / ul >< p >< strong >You Will Have/Be:

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