Average Financial Services salary in Suffolk

Financial Planner Assistant / Administrator We are looking for an experienced Financial Planner Assistant / Administrator with a strong background in administrative work within Financial Services to support our Independent Financial Advisors. Salary: £25,000 – £28,000Job Type: Full-time, PermanentHours: 9am – 5pm (including 1-hour lunch)Qualifications: Fully funded About Us We are a well-established company in Norwich, providing financial solutions for wealth and corporate clients for over 40 years. Our Financial Planners deliver a holistic financial planning service for both personal and corporate clients, incorporating protection products, investment strategies, pension planning, and tax planning. Your Role Manage a portfolio of clients within the Financial Planning Team.Assist with preparing reports and research for meetings, supporting Financial Planners with client work.Recommend improvements to client records, systems, and practices.Organise and support clients effectively to meet company standards and ensure timely completion before review by a Financial Planner. What We’re Looking For Ideally, you will already hold or be willing to study towards a relevant Financial Planning qualification.The qualification covers the financial services market, regulatory context, investment principles, key product areas, and technical/advisory skills.Training includes private study, regular exams, and on-the-job learning to build technical, personal, and professional skills. This is an excellent opportunity to develop your career within a supportive company offering a structured development plan. It’s perfect for those looking to progress into a Financial Planner role or deepen their expertise as a Financial Planning Administrator. Benefits 25 days annual leave + Bank Holidays (option to purchase up to 3 additional days)Annual company bonus schemeLife Insurance (4x annual salary)Bupa CashplanSalary Exchange pension schemeSupported professional training and developmentDiscounted financial services and insurance productsFunded professional membershipsRecruitment referral incentive bonusClient introduction commission incentiveBike-to-work schemeSubsidised restaurant in the Norwich office Interested? Please call Michelle Topley on or email your CV to . Alternatively apply online.

Financial Planner Assistant / Administrator We are looking for an experienced Financial Planner Assistant / Administrator with a strong background in administrative work within Financial Services to support our Independent Financial Advisors. Salary: £25,000 – £28,000Job Type: Full-time, PermanentHours: 9am – 5pm (including 1-hour lunch)Qualifications: Fully funded About Us We are a well-established company in Norwich, providing financial solutions for wealth and corporate clients for over 40 years. Our Financial Planners deliver a holistic financial planning service for both personal and corporate clients, incorporating protection products, investment strategies, pension planning, and tax planning. Your Role Manage a portfolio of clients within the Financial Planning Team.Assist with preparing reports and research for meetings, supporting Financial Planners with client work.Recommend improvements to client records, systems, and practices.Organise and support clients effectively to meet company standards and ensure timely completion before review by a Financial Planner. What We’re Looking For Ideally, you will already hold or be willing to study towards a relevant Financial Planning qualification.The qualification covers the financial services market, regulatory context, investment principles, key product areas, and technical/advisory skills.Training includes private study, regular exams, and on-the-job learning to build technical, personal, and professional skills. This is an excellent opportunity to develop your career within a supportive company offering a structured development plan. It’s perfect for those looking to progress into a Financial Planner role or deepen their expertise as a Financial Planning Administrator. Benefits 25 days annual leave + Bank Holidays (option to purchase up to 3 additional days)Annual company bonus schemeLife Insurance (4x annual salary)Bupa CashplanSalary Exchange pension schemeSupported professional training and developmentDiscounted financial services and insurance productsFunded professional membershipsRecruitment referral incentive bonusClient introduction commission incentiveBike-to-work schemeSubsidised restaurant in the Norwich office Interested? Please call Michelle Topley on or email your CV to . Alternatively apply online.

Associate Financial Adviser Client Succession RoleHNW Client BaseAre you a highly skilled Paraplanning or Technical Financial Planning professional who has achieved (or is close to achieving) Chartered Status? Are you looking to step into a client facing Adviser role within an expanding, highly respected Wealth Management firm?A rare opportunity now exists for a Paraplanner/ Junior Adviser (Chartered or nearly) to work closely with a Principal Adviser as their wingperson, learning their client bank in depth and gradually taking over long-standing HNW client relationships to ensure continuity and exceptional ongoing service.This role uniquely blends high-level technical work with genuine client relationship development, making it ideal for someone emerging from a senior paraplanning, technical, or hybrid background who wants to progress into a trusted advisory position.The OpportunityWork directly with a senior, experienced Adviser, attending client meetings and supporting day-to-day advice deliveryBuild deep knowledge of a sophisticated HNW client bank, with a structured succession planTake on increasing responsibility for client relationships over time (farmer than hunter)Provide insight and analysis across Retirement, Investment, Estate Planning, and TaxAct as a key technical point of contact for Advisers, Clients, and IntroducersHelp shape and refine the firm’s overall client proposition and planning processesTo be considered:We welcome applications from experienced Paraplanners, Technical Financial Planners, or Advisers with strong analytical ability who are:Chartered (CII Level 6) or close to achievingAble to interpret and communicate complex information clearly to clients and colleaguesRelationship-focused, ethical, and committed to long-term client serviceThis role is ideal for someone who excels in technical depth but is now ready to step further into client ownership, without the pressure of heavy new business targets.Benefits: A clear, structured pathway to taking over an established HNW client bankClose mentoring from a Principal Adviser and a highly professional teamA great office atmosphereWFH policy and flexibility for a better work/life balance Discretionary annual bonus25 days’ holiday & birthday offGroup Life Assurance scheme (4 x Salary)Group Income Protection schemeSupport with professional qualificationsApply Today if you are an accomplished technical professional looking to transition into (or further progress within) an Adviser position, then this is an exceptional career opportunity. Apply today, and one of our specialist consultants will contact you for a detailed discussion before your CV is shared with the client.