Financial Planning

Position: Job roles in Financial Planning
R13 are recruiting for multiple job roles across different levels. Whether you’re experienced in providing IFA support or progressed to paraplanning level, we want to hear from you. All positions are based in Norwich, full-time, working closely with a dynamic advisory team.

Offering strong opportunities for professional development and study support, including funding for exams and ongoing training, these opportunities will allow for the exposure to a broad range of financial planning work - from investments and pensions to protection, retirement planning and more. Working within collaborative and growing environments where hard work and ambition are recognised and encouraged.

Ideal candidates will be detail-oriented, numerate and effective communicators who can handle client data professionally with motivation to progress their careers from support roles through to adviser or paraplanner pathways.

Financial Planning Assistant

* Ideal for those with around 1–2 years’ experience in IFAs or support/admin roles.

* You’ll support Financial Planners by preparing documentation and reports, helping with meeting preparation, maintaining client data, liaising with clients and providers and gaining exposure to diverse planning work.

Senior Financial Planning Assistant

* Suitable for individuals with several years’ experience in financial services/IFA support, and/or those with relevant qualifications (e.g., CF1 + other modules).

* You’ll take on more responsibility: supporting senior advisers, handling complex admin/technical queries, possibly mentoring junior staff, and ensuring smooth workflow across projects.

Paraplanner

* For candidates with technical capability, ideally with (or working toward) a Level 4 Diploma in Financial Planning or equivalent.

* Duties include research, fund/product analysis, preparing suitability and recommendation reports, cash-flow / retirement modelling, compliance support and aiding advisers across a range of client types.

How to apply

To hear more details about this fantastic opportunity  to Ruth Harding – Business Director at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful