Financial Administrator – Norwich

We are looking for an experienced financial administrator to join our thriving and friendly Norwich support team. The role will include:

• Researching and collating information required to compile wealth management and financial planning reports based on meeting notes, fact find data and Financial Planner instructions

• Using cash flow planning tools (Truth/Voyant)

• Tax calculations for withdrawals for capital gains tax, inheritance tax and bond withdrawals

• Preparing information and recommendations to support the client review for analysis by a Financial Planner

Hours: 37.5 hours per week

Competitive salary and benefits package

To apply: Please submit your CV below with a covering letter outlining why you are the candidate for us.

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We are always interested in hearing from experienced industry professionals whether you are an established adviser or have administration experience in an IFA environment. Please send us your CV:

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