Financial Planning Administrator

R13 Recruitment are assisting a successful insurance broker in their search for a Financial Planning Administrator to join their team based in Norwich city centre. You will be working closely with senior management, providing a high level of financial planning services to a wide array of clients.

Based in Norwich City Centre, this is a fulltime, permanent role working Monday - Friday, 9am - 5pm, and is offering a competitive salary, depending on experience.

The company
With over 40 years of experience, this leading insurance company is highly commended for their expertise within their sector & dedication to their customers. Their esteemed reputation has seen the longevity of existing & the opening of new offices across East Anglia. Built up of a team of experts who take great pride in what they do, an employee-centric culture runs throughout the company.

The benefits

25 days annual leave plus bank holidays, company bonus scheme, Bupa cashplan and life insurance, professional development opportunities and more!

The day to day

• Working closely with Senior Management, to ensure clients are receiving a high standard of service and their financial management needs are met.
• Providing administrative support on client accounts, ensuring records are kept up to date and accurate.
• Acting as a first point of contact for clients, providing exceptional client support.
• Completing ad-hoc duties as necessary.

You will have/be

• Previous IFA experience, and knowledge of financial planning.
• Strong administrative skills and ability to manage a busy workload.
• Excellent communication skills, both written and verbal.
• Good IT skills and strong working knowledge of Microsoft Office platforms.
• Adaptable, and a can-do attitude.

How to apply

To hear more details about this fantastic opportunity please email your CV to Tasha Coe - Senior Managing Recruitment Partner 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.