Financial Planning Assistant | Wealth & Retirement Support in Norwich

Financial Planning Assistant | Wealth & Retirement Support in Norwich

Norwich Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Broughton Group

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.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

We think you need these skills to ace Financial Planning Assistant | Wealth & Retirement Support in Norwich

Financial Planning
Wealth Management
Retirement Provision
Client Servicing
Compliance Knowledge
Business Development
Attention to Detail