Financial Planner Assistant: Client Support
Job in
Norwich, Norfolk County, NR3, England, UK
Listed on 2026-01-09
Listing for:
Service Service
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A well-established financial firm is seeking an experienced Financial Planner Assistant to join their Financial Planning team in Norwich. The role involves providing sales support, managing life, pension, and investment administration, and liaising with clients to ensure compliance. Ideal candidates will have prior experience in financial planning or a related customer service environment. This position is office-based, offering robust benefits including a company pension and holiday allowance.
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