Your newpanyJoin a well-established Independent Financial Adviser firm based on the outskirts of Norwich, dedicated to helping clients achieve financial security and peace of mind. Specialising in pensions and investments, estate and tax planning, will writing, and mortgages, this is a team that values professionalism, expertise, and exceptional client care.
Your new roleAs a PA/Administrator, you’ll be the backbone of the business, providing high-level administrative and technical support to the Managing Director and extended team. From onboarding new clients to preparing documentation for meetings and processing applications, you’ll ensure everything runs smoothly andpliantly. This is a permanent, office-based role with flexible working hours and plenty of variety.What you’ll need to succeed
1. Excellentmunication skills and a professional approach
2. Strong organisational skills with meticulous attention to detail
3. Ability to prioritise tasks and meet deadlines
4. Strong proficiency in Microsoft Office
5. Exceptional customer service skills
6. Previous Financial Services experience (desirable but not essential)
7. Strong academic background (a degree is preferred)
What you’ll get in return
8. Flexible working hours to support work-life balance
9. Free on-site parking
10. Professional development opportunities, including support to gain a Paraplanner Qualification/Diploma
11. A friendly, supportive team environment