- 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.
- ul >< 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> li > ,< / ul >< p >< strong >You Will Have/Be: p > if ( isset ( $data ) ) { ?>
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Experienced Wealth Protection Administrator Wanted - Norwich - beBeeFinancialServices
Job title: Snr Financial Planning Assistant
Description
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:
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Financial Planning Administrator
Only for registered members Norwich
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Learning and Development Coordinator
Only for registered members Norwich
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Learning & Development Coordinator
Only for registered members Norwich
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Learning & Development Coordinator
Only for registered members Norwich
-
Office Administrator
Only for registered members Norwich, Norwich, Norfolk, United Kingdom
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Learning & Development Coordinator
Only for registered members Greater Norwich Area
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Learning and Development Coordinator
Only for registered members Norwich, England
-
Business Administrator
Only for registered members Norwich
-
Administrative Assistant
Only for registered members Norwich
-
Multi-Home Business Support Administrator
Only for registered members Norwich
-
Multi-Home Business Support Administrator
Only for registered members Norwich, England
-
Systems Administrator Norwich
Only for registered members Norwich
-
Administrative Assistant
Only for registered members Norwich, England
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Administrative Assistant
Only for registered members Norwich
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Participation & Co-production Administrator (Pending Job Evaluation)
Only for registered members Norwich
-
Business Service Officer
Only for registered members Norwich
-
Business Analyst
Only for registered members Norwich, England
-
Reablement Support Worker
Only for registered members Norfolk, United Kingdom
-
Receptionist / Administrator
Only for registered members Norwich
-
Safety Administrator
Only for registered members Norwich
-
Business Analyst
Only for registered members Norwich