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Hybrid IFA Administrator | Financial Planning Assistant

Remote / Online - Candidates ideally in
Norwich, Norfolk County, NR3, England, UK
Listing for: Service Service
Full Time, Remote/Work from Home position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Finance Assistant
  • Administrative/Clerical
    Finance Assistant
Job Description & How to Apply Below
A prestigious wealth management firm in Norwich seeks a Financial Planning Assistant. This hybrid position involves supporting financial planners by maintaining client data, preparing for reviews, and ensuring compliance. Candidates should have at least four years in holistic financial planning and familiarity with Intelligent Office is preferred. The role promises a dynamic environment and excellent client interactions, with three days worked on-site and two days home-based.
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