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Financial Planning Assistant – Client Onboarding & Admin
Job in
Norwich, Norfolk County, NR2, England, UK
Listed on 2026-06-06
Listing for:
Energy Jobline ZR
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Energy Jobline ZR is seeking a Sales Support professional to assist Independent Financial Planners in their Norwich office. You will provide crucial support in obtaining new business, administering life, pension, and investment services, as well as offering PA support.
This role requires strong customer service skills, proficiency with various software, and knowledge of compliance. The position offers benefits like a company pension, 25 days holiday, and a health cash plan.
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