At a Glance
- Tasks: Support Independent Financial Planners and manage client relations in wealth management.
- Company: Broughton Group, a well-established team in Norwich.
- Benefits: Company pension, 25 days holiday, and annual bonuses.
- Other info: Great opportunity for growth in a supportive environment.
- Why this job: Join a dynamic team focused on personal and professional development.
- Qualifications: Background in Financial Planning or related fields is preferred.
The predicted salary is between 30000 - 40000 £ per year.
Broughton Group is seeking an experienced Financial Planner Assistant to join their established team in Norwich. This is an excellent chance to work in wealth management with a focus on personal and professional development.
The role involves providing support to Independent Financial Planners, managing client relations, and ensuring compliance with company standards. Ideal candidates will have a background in Financial Planning or related fields.
Benefits include a company pension, 25 days holiday, and annual bonuses.
Wealth Planning Support Specialist in Norwich employer: Broughton Group
Broughton Group is an exceptional employer that prioritises personal and professional growth within the wealth management sector. Located in Norwich, employees benefit from a supportive work culture, competitive perks such as a company pension, 25 days of holiday, and annual bonuses, all while being part of a dedicated team that values compliance and client relations.
