Hybrid Financial Planning Study

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), are full-time, and work 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.

• Ideal 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.

• Seeking proven leadership experience in managing Financial Services administration teams, with strong knowledge of pensions, investments, life assurance and FCA compliance - alongside the ability to coach staff, improve workflows and oversee operational performance.
• You will lead and develop an established Financial Services administration function, ensuring efficient operations, regulatory compliance, excellent client outcomes and continuous improvement across systems, processes and team performance.

• For candidates with technical capability, ideally with (or working toward) a Level 4 Diploma in Financial Planning or equivalent.
• Duties include research, fund/product analysis, preparing suitability and recommendation reports, cash-flow/retirement modelling, compliance support and aiding advisers across a range of client types.

To hear more details about these fantastic opportunities,  to Ruth Harding – Business Director 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.