Financial Planning - Multiple Opportunities
R13 are recruiting for multiple job roles across different levels. Whether you''re experienced in providing IFA support or have progressed to paraplanning or management level, we want to hear from you. All positions are based in Norwich (hybrid working available), full-time, working closely with a dynamic advisory team.Offering strong opportunities for professional development and study support, including funding for exams and ongoing training, these opportunities will allow for exposure to a broad range of financial planning work - from investments and pensions to protection, retirement planning and more. Working within collaborative and growing environments where hard work and ambition are recognised and encouraged.We''re looking for detail-oriented, numerate, effective communicators who can handle client data professionally and are motivated to progress their careers from support roles through to adviser or paraplanner pathways.Financial Planning AssistantIdeal for those with around 1-2 years'' experience in IFAs or support/admin roles.You''ll support Financial Planners by preparing documentation and reports, helping with meeting preparation, maintaining client data, liaising with clients and providers and gaining exposure to diverse planning work.Financial Services Administration ManagerSeeking proven leadership experience in managing Financial Services administration teams, with strong knowledge of pensions, investments, life assurance and FCA compliance - alongside the ..... full job details .....
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