💼 About This Role

You'll support Financial Planners in providing holistic financial planning solutions to over 1000 families and trusts. You'll develop cash flow models and client reports while ensuring fully compliant service. This role offers exposure to a 50-year experienced partner team and a loyal client base.

🎯 What You'll Do

• Analyze client requirements and build cash flow models
• Construct financial planning solutions and reports
• Prepare letters and manage client files
• Attend client meetings and present recommendations

📋 Requirements

• Diploma in Financial Planning or equivalent
• 2 years industry experience
• Administrative and report writing skills
• Analytical skills with structured working approach

✨ Nice to Have

• Experience with back office IT systems
• Knowledge of tax and IHT planning

🎁 Benefits & Perks

• 📚 Ongoing CPD support
• 🤝 Work with experienced partners
• 🏢 Hybrid working in Norwich
• 🌱 Career development opportunities