Financial Planning Assistant

Financial Planning Assistant

A fantastic opportunity has arisen for an experienced Financial Planning Assistant to join one of the largest independent financial advisory firms in East Anglia.

This business is highly regarded for its friendly and professional culture, with directors who are deeply involved in the business and client service. You’ll be joining a motivated team where collaboration, knowledge-sharing, and personal development are strongly encouraged. Working closely with one or two advisers, you’ll play a key role in supporting client work and ensuring smooth day-to-day operations.

The opportunity

You’ll be part of a well-established administration team, providing high-quality support to financial advisers. This role offers the chance to gain exposure to a broad range of client work and develop you...