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- Tasks: Support Senior Financial Planner and mentor junior colleagues in a dynamic financial services environment.
- Company: Reputable financial services firm known for its friendly culture and employee development.
- Benefits: Competitive salary, flexible working options, and opportunities for career progression.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: CF1 qualification or 10+ years' experience in financial services, with strong communication skills.
- Other info: Modern office in Norwich, easily accessible by public transport.
The predicted salary is between 32000 - 35000 £ per year.
An exciting opportunity has arisen for an experienced Senior Financial Planner Assistant to join a reputable and forward-thinking financial services firm in Norwich. Renowned for its open, friendly culture and focus on employee development, this business offers a supportive environment where every team member is encouraged to thrive.
You’ll work alongside a Senior Financial Planner, providing expert support across wealth and protection, while guiding and mentoring junior colleagues as their first point of contact for complex queries.
The Day to Day:
- Provide comprehensive administrative support to an Advisor, focused on wealth and protection.
- Act as a first point of escalation for more junior team members, offering guidance and practical solutions.
- Oversee and support a Financial Planning Assistant directly, ensuring quality and efficiency in workflow.
- Assist in the training and development of new or less experienced colleagues, supporting a culture of continual improvement.
- Work closely with colleagues across the wider advice and paraplanning teams to ensure seamless client service.
- Manage tasks efficiently within internal CRM.
- Handle complex administrative and technical queries with professionalism and attention to detail.
You Will Have/Be:
- Either a CF1 qualification plus one other CF module with a minimum of 5 years’ industry experience, OR QBE 10+ years’ experience within the financial services sector (IFA background preferred).
- Strong working knowledge across a wide range of financial products.
- Proven ability to support senior advisers and act as a trusted escalation point.
- Confident communication skills with a collaborative, proactive approach.
- Experience mentoring or training others – or clear motivation to progress into a management role.
- Excellent organisation, attention to detail, and ability to work to deadlines.
- Experience using Intelligent Office (IO) strongly preferred.
The Benefits:
- Salary £32, – £35, DOE (some flexibility for the right candidate).
- Full-time preferred, though 4 days per week may be considered DOE (must be office-based on working days).
- Supportive, team-focused culture with clear opportunities to develop and progress should this be desired.
- Direct collaboration with senior leadership and a broad range of financial planning work.
- Located in Norwich, a modern office environment, easily accessible via public transport.
Snr Financial Planning Assistant in Norwich employer: Rthirteen
Contact Detail:
Rthirteen Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Snr Financial Planning Assistant in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and the specific services offered by the company. Show them you’re not just another candidate; you’re genuinely interested in their work and how you can contribute.
✨Tip Number 3
Practice your communication skills! Since this role involves mentoring and supporting others, being able to articulate your thoughts clearly is key. Consider doing mock interviews with friends or using online resources to refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Snr Financial Planning Assistant in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Planning Assistant role. Highlight your relevant experience, especially in supporting senior advisers and mentoring junior colleagues. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can contribute to our supportive culture. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Qualifications: Whether you have a CF1 qualification or years of experience, make sure to showcase this prominently in your application. We value both formal qualifications and practical experience, so don’t hold back on sharing your journey in the financial sector!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Rthirteen
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial products. Since the role involves supporting a Senior Financial Planner, being able to discuss wealth and protection strategies confidently will show that you're well-prepared and knowledgeable.
✨Showcase Your Mentoring Skills
Since this position involves guiding junior colleagues, be ready to share examples of how you've mentored or trained others in the past. Highlighting your experience in this area will demonstrate your leadership potential and collaborative spirit.
✨Familiarise Yourself with Intelligent Office
If you have experience using Intelligent Office (IO), make sure to mention it during the interview. If not, take some time to learn about its features and functionalities, as this will show your initiative and readiness to hit the ground running.
✨Prepare for Technical Queries
Expect to handle complex administrative and technical queries during the interview. Practise articulating your thought process and problem-solving skills, as this will reflect your attention to detail and professionalism, which are crucial for the role.
