An exciting opportunity has arisen for an experienced Employee Benefits Administrator to join a forward-thinking consultancy in Norwich. This firm is known for its collaborative, client-focused culture and commitment to professional development. You'll join a supportive and motivated team, working closely with Consultants and Advisers to deliver high-quality client service and ensure smooth administration of a broad range of employee benefits and financial planning solutions. The opportunity You'll play a pivotal role in supporting Consultants and Advisers across all aspects of client service. This is a varied role offering exposure to group pensions, employee benefits, and other key financial products. You'll gain experience across multiple client schemes and have the chance to contribute to improving internal processes and systems. The day-to-day Assisting with the preparation of reports, market reviews, and provider research ahead of client meetings. Supporting Consultants and Advisers by ensuring all documentation and reports are accurate, complete, and compliant. Handling post-meeting follow-up, liaising with clients and providers to process new business, renewals, or amendments. Maintaining and updating client records and scheme administration systems, ensuring data integrity and adherence to regulatory standards. Recommending and implementing improvements to internal systems and processes to enhance service delivery. Organising and supporting client interactions efficiently and professionally, ensuring all tasks are completed before Consultant/Adviser review. You will have 12 months minimum experience within an Employee Benefits environment. Excellent attention to detail and strong organisational skills Strong understanding of the financial services market and regulatory environment, including group life, income protection, business protection, critical illness, and workplace pensions. Organised, professional, and confident when liaising with colleagues, clients, and providers. The package Up to £32,500 DOE, Monday-Friday, 9-5. Office-based during probation, with potential for 1 day WFH thereafter. Benefits include pension, discretionary bonus, annual pay review, study support, access to car parking, holiday purchase scheme, bike-to-work, discounted insurance, referral bonus, client introduction commission, BUPA cash plan, social events, and charitable trust involvement. Structured on-the-job training and professional qualification support, with opportunities to develop technical and client-facing skills. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
Nov 01, 2025
Full time
An exciting opportunity has arisen for an experienced Employee Benefits Administrator to join a forward-thinking consultancy in Norwich. This firm is known for its collaborative, client-focused culture and commitment to professional development. You'll join a supportive and motivated team, working closely with Consultants and Advisers to deliver high-quality client service and ensure smooth administration of a broad range of employee benefits and financial planning solutions. The opportunity You'll play a pivotal role in supporting Consultants and Advisers across all aspects of client service. This is a varied role offering exposure to group pensions, employee benefits, and other key financial products. You'll gain experience across multiple client schemes and have the chance to contribute to improving internal processes and systems. The day-to-day Assisting with the preparation of reports, market reviews, and provider research ahead of client meetings. Supporting Consultants and Advisers by ensuring all documentation and reports are accurate, complete, and compliant. Handling post-meeting follow-up, liaising with clients and providers to process new business, renewals, or amendments. Maintaining and updating client records and scheme administration systems, ensuring data integrity and adherence to regulatory standards. Recommending and implementing improvements to internal systems and processes to enhance service delivery. Organising and supporting client interactions efficiently and professionally, ensuring all tasks are completed before Consultant/Adviser review. You will have 12 months minimum experience within an Employee Benefits environment. Excellent attention to detail and strong organisational skills Strong understanding of the financial services market and regulatory environment, including group life, income protection, business protection, critical illness, and workplace pensions. Organised, professional, and confident when liaising with colleagues, clients, and providers. The package Up to £32,500 DOE, Monday-Friday, 9-5. Office-based during probation, with potential for 1 day WFH thereafter. Benefits include pension, discretionary bonus, annual pay review, study support, access to car parking, holiday purchase scheme, bike-to-work, discounted insurance, referral bonus, client introduction commission, BUPA cash plan, social events, and charitable trust involvement. Structured on-the-job training and professional qualification support, with opportunities to develop technical and client-facing skills. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
A fantastic opportunity has arisen for an experienced Financial Planning Assistant to join one of the largest independent financial advisory firms in East Anglia. This business is highly regarded for its friendly and professional culture, with directors who are deeply involved in the business and client service. You'll be joining a motivated team where collaboration, knowledge-sharing, and personal development are strongly encouraged. Working closely with one or two advisers, you'll play a key role in supporting client work and ensuring smooth day-to-day operations. The opportunity You'll be part of a well-established administration team, providing high-quality support to financial advisers. This role offers the chance to gain exposure to a broad range of client work and develop your skills within a supportive environment. Depending on experience, you may support another admin or work solely for one or two advisers. The day-to-day Supporting one or more financial advisers with day-to-day client administration Preparing documents, reports, and correspondence accurately and efficiently Using internal CRM to maintain client records, track workflows, and support compliance Building strong working relationships with colleagues and advisers. Contributing to a smooth-running, organised team environment. You will have 12-18 months+ experience min within an IFA support capacity. Excellent attention to detail and strong organisational skills Confidence in working independently and as part of a team A professional and approachable manner when dealing with colleagues and clients. The package Up to £29,000 (flexible depending on experience; salary justification will be considered). Monday-Friday (9-5 with some flexibility, e.g., 9:30 start / 30-minute lunch, or 8-4). Office-based during probation, with potential for 1 day WFH afterwards. Benefits: employer pension discretionary bonus, annual pay review, study support including exam fees. Other perks include car parking, holiday purchase scheme, bike-to-work scheme, discounted insurance products, recruitment referral bonus, client introduction commission, BUPA cash plan, Christmas party, social committee activities, and involvement in the company's charitable trust. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
Nov 01, 2025
Full time
A fantastic opportunity has arisen for an experienced Financial Planning Assistant to join one of the largest independent financial advisory firms in East Anglia. This business is highly regarded for its friendly and professional culture, with directors who are deeply involved in the business and client service. You'll be joining a motivated team where collaboration, knowledge-sharing, and personal development are strongly encouraged. Working closely with one or two advisers, you'll play a key role in supporting client work and ensuring smooth day-to-day operations. The opportunity You'll be part of a well-established administration team, providing high-quality support to financial advisers. This role offers the chance to gain exposure to a broad range of client work and develop your skills within a supportive environment. Depending on experience, you may support another admin or work solely for one or two advisers. The day-to-day Supporting one or more financial advisers with day-to-day client administration Preparing documents, reports, and correspondence accurately and efficiently Using internal CRM to maintain client records, track workflows, and support compliance Building strong working relationships with colleagues and advisers. Contributing to a smooth-running, organised team environment. You will have 12-18 months+ experience min within an IFA support capacity. Excellent attention to detail and strong organisational skills Confidence in working independently and as part of a team A professional and approachable manner when dealing with colleagues and clients. The package Up to £29,000 (flexible depending on experience; salary justification will be considered). Monday-Friday (9-5 with some flexibility, e.g., 9:30 start / 30-minute lunch, or 8-4). Office-based during probation, with potential for 1 day WFH afterwards. Benefits: employer pension discretionary bonus, annual pay review, study support including exam fees. Other perks include car parking, holiday purchase scheme, bike-to-work scheme, discounted insurance products, recruitment referral bonus, client introduction commission, BUPA cash plan, Christmas party, social committee activities, and involvement in the company's charitable trust. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
An exciting opportunity has arisen for an experienced Senior Financial Planner Assistant to join a reputable and forward-thinking financial services firm in Norwich. Renowned for its open, friendly culture and focus on employee development, this business offers a supportive environment where every team member is encouraged to thrive. You'll work alongside a Senior Financial Planner, providing expert support across wealth and protection, while guiding and mentoring junior colleagues as their first point of contact for complex queries. The day-to-day Provide comprehensive administrative support to an Advisor, focused on wealth and protection. Act as a first point of escalation for more junior team members, offering guidance and practical solutions. Oversee and support a Financial Planning Assistant directly, ensuring quality and efficiency in workflow. Assist in the training and development of new or less experienced colleagues, supporting a culture of continual improvement Work closely with colleagues across the wider advice and paraplanning teams to ensure seamless client service Manage tasks efficiently within internal CRM. Handle complex administrative and technical queries with professionalism and attention to detail. You will have Either a CF1 qualification plus one other CF module with a minimum of 5 years' industry experience, OR 10+ years' experience within the financial services sector (IFA background preferred) Strong working knowledge across a wide range of financial products Proven ability to support senior advisers and act as a trusted escalation point Confident communication skills with a collaborative, proactive approach Experience mentoring or training others - or clear motivation to progress into a management role Excellent organisation, attention to detail, and ability to work to deadlines Experience using Intelligent Office (IO) strongly preferred. The package Salary £32,000 - £35,500 DOE (some flexibility for the right candidate). Full-time preferred, though 4 days per week may be considered DOE (must be office-based on working days). Supportive, team-focused culture with clear opportunities to develop and progress should this be desired. Direct collaboration with senior leadership and a broad range of financial planning work. Located in Norwich, a modern office environment, easily accessible via public transport. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
Nov 01, 2025
Full time
An exciting opportunity has arisen for an experienced Senior Financial Planner Assistant to join a reputable and forward-thinking financial services firm in Norwich. Renowned for its open, friendly culture and focus on employee development, this business offers a supportive environment where every team member is encouraged to thrive. You'll work alongside a Senior Financial Planner, providing expert support across wealth and protection, while guiding and mentoring junior colleagues as their first point of contact for complex queries. The day-to-day Provide comprehensive administrative support to an Advisor, focused on wealth and protection. Act as a first point of escalation for more junior team members, offering guidance and practical solutions. Oversee and support a Financial Planning Assistant directly, ensuring quality and efficiency in workflow. Assist in the training and development of new or less experienced colleagues, supporting a culture of continual improvement Work closely with colleagues across the wider advice and paraplanning teams to ensure seamless client service Manage tasks efficiently within internal CRM. Handle complex administrative and technical queries with professionalism and attention to detail. You will have Either a CF1 qualification plus one other CF module with a minimum of 5 years' industry experience, OR 10+ years' experience within the financial services sector (IFA background preferred) Strong working knowledge across a wide range of financial products Proven ability to support senior advisers and act as a trusted escalation point Confident communication skills with a collaborative, proactive approach Experience mentoring or training others - or clear motivation to progress into a management role Excellent organisation, attention to detail, and ability to work to deadlines Experience using Intelligent Office (IO) strongly preferred. The package Salary £32,000 - £35,500 DOE (some flexibility for the right candidate). Full-time preferred, though 4 days per week may be considered DOE (must be office-based on working days). Supportive, team-focused culture with clear opportunities to develop and progress should this be desired. Direct collaboration with senior leadership and a broad range of financial planning work. Located in Norwich, a modern office environment, easily accessible via public transport. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
An opportunity awaits an experienced Paraplanner to join a progressive, people-focused financial planning firm in Norwich. This business has built a strong reputation for its collaborative culture, emphasis on development, and open communication style, creating an environment where paraplanners truly have a voice. Working closely with a Financial Services Manager and a team of skilled Advisers and Paraplanners, you'll play a pivotal role in supporting technical planning, ensuring compliance, and contributing to exciting development projects. The opportunity You'll join a well-structured team where knowledge sharing, collaboration, and professional growth are key priorities. The structure typically follows a 1 adviser : 1 paraplanner : admin support model, allowing for manageable workloads and meaningful partnerships. Depending on your aspirations, you can develop into a career paraplanner or work towards becoming an Adviser, with clear and supportive pathways for both. The day-to-day You'll provide high-quality technical support to Financial Advisers, ensuring advice is compliant, accurate, and client-focused. Your day-to-day will include: Conducting detailed research and analysis to support recommendations. Preparing suitability reports and annual reviews. Building and maintaining strong relationships with advisers and admin teams. As a valued member of the team, your opinion will matter. You'll be encouraged to challenge ideas, identify issues, and collaborate to achieve the best client outcomes. Contributing to internal projects. You will have Diploma in Financial Planning (DipPFS) or be close to completion (1-2 units remaining) Minimum 3 years' experience within an IFA environment Strong technical knowledge and report writing skills Confident, approachable, and a strong communicator, someone who thrives in a collaborative, social, and fast-paced office. The package Salary range up to £43,000 (DOE + qualifications) company bonus paid annually, exam support: full funding with post-qualification bonus and retention plan, flexible working: office-based for the first 6 months, then up to 2 days WFH (subject to approval), career development, genuine progression opportunities and personal mentoring, culture - flat hierarchy, open communication, and social, team-oriented environment, parking available at separate sites. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
Nov 01, 2025
Full time
An opportunity awaits an experienced Paraplanner to join a progressive, people-focused financial planning firm in Norwich. This business has built a strong reputation for its collaborative culture, emphasis on development, and open communication style, creating an environment where paraplanners truly have a voice. Working closely with a Financial Services Manager and a team of skilled Advisers and Paraplanners, you'll play a pivotal role in supporting technical planning, ensuring compliance, and contributing to exciting development projects. The opportunity You'll join a well-structured team where knowledge sharing, collaboration, and professional growth are key priorities. The structure typically follows a 1 adviser : 1 paraplanner : admin support model, allowing for manageable workloads and meaningful partnerships. Depending on your aspirations, you can develop into a career paraplanner or work towards becoming an Adviser, with clear and supportive pathways for both. The day-to-day You'll provide high-quality technical support to Financial Advisers, ensuring advice is compliant, accurate, and client-focused. Your day-to-day will include: Conducting detailed research and analysis to support recommendations. Preparing suitability reports and annual reviews. Building and maintaining strong relationships with advisers and admin teams. As a valued member of the team, your opinion will matter. You'll be encouraged to challenge ideas, identify issues, and collaborate to achieve the best client outcomes. Contributing to internal projects. You will have Diploma in Financial Planning (DipPFS) or be close to completion (1-2 units remaining) Minimum 3 years' experience within an IFA environment Strong technical knowledge and report writing skills Confident, approachable, and a strong communicator, someone who thrives in a collaborative, social, and fast-paced office. The package Salary range up to £43,000 (DOE + qualifications) company bonus paid annually, exam support: full funding with post-qualification bonus and retention plan, flexible working: office-based for the first 6 months, then up to 2 days WFH (subject to approval), career development, genuine progression opportunities and personal mentoring, culture - flat hierarchy, open communication, and social, team-oriented environment, parking available at separate sites. How to apply To hear more details about this fantastic opportunity, please email your CV 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.
