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Smith & Pinching is one of Norfolk's leading firms of Chartered Financial Planners, providing expert financial advice for individuals and businesses, including pensions and investments. We pride ourselves on offering a tailored service, with dedicated professionals clients can rely on for consistent support. Our approach recognises that each client's circumstances are unique and may change over time, necessitating adaptable and tailored financial planning solutions.
Smith & Pinching are owned by an EOT (Employee Ownership Trust) and therefore the future of the business is secure and is for the benefit if everyone within.
Role Description
This is a full-time on-site role located in Norwich for a Financial Services Administrator/Experienced Financial Planner Support. The primary responsibilities include providing administrative support to financial planners, assisting in the preparation of financial plans, managing client accounts snd support, conducting financial research, and working closely with team members to ensure clients receive the highest quality customer service and financial guidance. Day-to-day tasks will involve report writing, client communication, business submission, maintaining client records, and contributing to the overall efficiency of the financial planning process.
Qualifications & Experience
* Strong organisational skills and Financial Services/Customer service skills
* Attention to detail and ability to work under pressure
* Proficiency in back office systems (training will be given) and Microsoft Office Suite
* Ability to work independently and as part of a team
* Experience in a similar role within the financial services industry, minimum of 3 years
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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