At a Glance
- Tasks: Assist Financial Planners in managing client portfolios and ensuring compliance.
- Company: Join Broughton Group, a leader in wealth management and retirement support.
- Benefits: Enjoy 25 days holiday, a company pension, health cash plan, and annual bonuses.
- Other info: Great opportunity for growth in a dynamic financial environment.
- Why this job: Kickstart your career in finance with a supportive and experienced team.
- Qualifications: Experience in financial planning and strong organisational skills.
The predicted salary is between 30000 - 40000 Β£ per year.
Broughton Group is seeking an experienced Financial Planner Assistant to join their established Financial Planning team in Norwich. This role provides an excellent opportunity within a well-established team specializing in wealth management and retirement provision.
The ideal candidate will have experience in a financial planning environment, assisting Financial Planners in obtaining new business, servicing existing business, and ensuring compliance with company standards.
Benefits include:
- a company pension
- 25 days holiday
- health cash plan
- an annual group bonus
Financial Planning Assistant | Wealth & Retirement Support in Norwich employer: Broughton Group
Broughton Group is an exceptional employer, offering a supportive work culture that prioritises employee growth and development within the financial planning sector. Located in Norwich, the company provides attractive benefits such as a generous pension scheme, 25 days of holiday, a health cash plan, and an annual group bonus, making it an ideal place for those seeking a rewarding career in wealth management and retirement support.