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- Tasks: Support financial planners, prepare reports, and manage client data in a dynamic team.
- Company: R13, a forward-thinking recruitment agency in Norwich.
- Benefits: Professional development support, exam funding, and a collaborative work environment.
- Why this job: Gain hands-on experience in financial planning and grow your career in a supportive setting.
- Qualifications: Detail-oriented, numerate, and effective communicators with a passion for finance.
- Other info: Opportunities for career progression from assistant roles to paraplanner pathways.
The predicted salary is between 36000 - 60000 £ per year.
R13 are recruiting for multiple job roles across different levels. Whether you’re experienced in providing IFA support or progressed to paraplanning level, we want to hear from you. All positions are based in Norwich, full-time, working closely with a dynamic advisory team. Offering strong opportunities for professional development and study support, including funding for exams and ongoing training, these opportunities will allow for the exposure to a broad range of financial planning work - from investments and pensions to protection, retirement planning and more. Working within collaborative and growing environments where hard work and ambition are recognised and encouraged.
Ideal candidates will be detail-oriented, numerate and effective communicators who can handle client data professionally with motivation to progress their careers from support roles through to adviser or paraplanner pathways.
- Financial Planning Assistant: Ideal for those with around 1-2 years' experience in IFAs or support/admin roles. You’ll support Financial Planners by preparing documentation and reports, helping with meeting preparation, maintaining client data, liaising with clients and providers and gaining exposure to diverse planning work.
- Senior Financial Planning Assistant: Suitable for individuals with several years' experience in financial services/IFA support, and/or those with relevant qualifications (e.g., CF1 + other modules). You’ll take on more responsibility: supporting senior advisers, handling complex admin/technical queries, possibly mentoring junior staff, and ensuring smooth workflow across projects.
- Paraplanner: For candidates with technical capability, ideally with (or working toward) a Level 4 Diploma in Financial Planning or equivalent. Duties include research, fund/product analysis, preparing suitability and recommendation reports, cash-flow / retirement modelling, compliance support and aiding advisers across a range of client types.
To hear more details about this fantastic opportunity please email your CV to Ruth Harding - Business Director at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.
Financial Planning: Paraplanner & Assistant Roles in Norwich employer: R13 Recruitment
Contact Detail:
R13 Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning: Paraplanner & Assistant Roles in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those in Norwich. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its advisory team. Show us you’re genuinely interested in their work and how you can contribute. Tailor your answers to highlight your experience with IFA support and your ambition to grow.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for a smoother process! We want to see your application come through directly, so make sure you take advantage of that. It’s a great way to ensure your CV lands in the right hands.
We think you need these skills to ace Financial Planning: Paraplanner & Assistant Roles in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the specific role you're applying for. Highlight relevant experience in financial planning, IFA support, or any qualifications you have that match the job description. We want to see how your background aligns with what we’re looking for!
Showcase Your Skills: In your application, don’t just list your duties from previous roles; showcase your skills! Talk about how you’ve handled client data, prepared reports, or supported financial planners. We love seeing effective communication and detail-oriented examples that demonstrate your capabilities.
Keep It Professional: While we appreciate a friendly tone, remember to keep your application professional. Use clear language and avoid slang. This shows us that you can handle client interactions with professionalism, which is key in our industry.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you get all the updates directly. Plus, it’s super easy to do!
How to prepare for a job interview at R13 Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and retirement planning. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Communication Skills
As effective communication is key in this role, practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated with clients or colleagues in the past.
✨Demonstrate Attention to Detail
Since the job requires handling client data and preparing documentation, be ready to discuss how you ensure accuracy in your work. Bring examples of how you've caught mistakes or improved processes in previous roles to highlight your detail-oriented nature.
✨Express Your Career Ambitions
The company values ambition and professional development, so don’t shy away from discussing your career goals. Share how you see yourself progressing from a support role to a paraplanner or adviser, and how this position fits into your long-term plans.
