Introduction

We’re passionate about getting the best out of our people and continue to invest in the development of their skills…

As a Chartered Firm, we are committed not only to achieving excellence in our advice services but also to the highest standards of ethics and professionalism. We firmly believe that we are the foremost independent advice firm in the East Anglian region and work hard to ensure that our team members are proud to be part of the S&P family.

Current Vacancies:

Management Team as an Administration / Training & Development Manager

Norwich & Oulton Broad Offices | Full-time, Monday to Friday – (Published 08/05/2025)

At Smith & Pinching, we’re proud to be one of East Anglia’s leading firms of Chartered Financial Planners—and even prouder to be owned by our people. As part of our Employee Ownership Trust (EOT), every member of our team has a stake in the success of the business, shaping a culture built on collaboration, care, and long-term thinking.

We are currently seeking an experienced Administration / Training & Development Manager to join our friendly and professional Management Team. This role will play a vital part in supporting and developing our administrative and support colleagues across both our Norwich and Oulton Broad offices.

Why Join Smith & Pinching?

We believe in looking after our people as well as we look after our clients. Our employee benefits include:

• Competitive financial package, regularly benchmarked
• 10% employer pension contribution (well above market average)
• Cash health plan and Employee Assistance Programme
• Death in Service benefit (4x salary)
• Flexible working hours (08:00–16:00, 08:30–16:30 or 09:00–17:00)
• Free on-site parking
• Wellbeing-focused culture, including annual paid volunteering day
• 21 days holiday + Bank Holidays, with option to buy more
• Ongoing professional development, learning, and career growth
• Employee ownership: Be part of something bigger and help shape our future

Your Role & Responsibilities

As a key member of our management team, you’ll coordinate and lead the Learning & Development agenda across our administration and support teams. Responsibilities include:

• Oversee the planning and delivery of training and development initiatives
• Maintain and improve competence assurance and management systems
• Coordinate day-to-day training logistics and associated record keeping
• Monitor the impact of training and adjust approaches based on outcomes
• Keep training aligned with evolving internal standards and industry regulations
• Produce accurate, timely reports for senior management
• Ensure compliance with training KPIs and troubleshoot where necessary
• Contribute to a culture of excellence and continuous improvement

This role sits at the intersection of people, process, and progress, so we’re looking for someone who loves bringing structure to complexity and has a genuine passion for helping others develop.

What You’ll Bring

• Strong administrative or records management experience
• Background in training coordination (essential)
• Experience in financial services (desirable, not essential)
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Excellent attention to detail and problem-solving skills
• A proactive mindset with the ability to work both independently and as part of a team
• An open, collaborative approach with a desire to make a difference

How to Apply

If you’re ready to be part of a company that’s shaping the future of financial planning—and doing it with people at its heart—we’d love to hear from you. Please submit your CV and a covering letter telling us more about your experience and what excites you about this opportunity.

Smith & Pinching is an equal opportunities employer. We welcome applications from all backgrounds and walks of life.

Join Our Team as a Financial Planner

Are you passionate about helping individuals and families achieve their financial goals? Do you possess a strong understanding of financial strategies and a commitment to delivering top-tier financial planning services? If so, consider a rewarding career as a Financial Planner with the dynamic and growing team at Smith & Pinching, one of the East of England’s largest firms of Chartered Financial Planners.

Smith & Pinching is owned by an Employee Ownership Trust which can offer several benefits.  It gives employees a sense of ownership, engagement and shared success including the distribution of profits.

As a Financial Planner at Smith & Pinching, you will:

• Conduct comprehensive financial assessments for clients to determine their current financial status and future goals.
• Develop personalised financial plans that align with clients’ objectives.
• Educate clients on making informed financial decisions.
• Stay up-to-date on market trends, investment products, and tax regulations to provide the best possible advice.
• Build and maintain strong client relationships through regular reviews and updates.
• Collaborate with other team members to deliver financial solutions.

What are the key skills/experience you will need?

• Chartered or working towards Chartered status.
• Proven experience in financial planning.
• Strong knowledge of investment strategies, taxation, and retirement planning.
• Exceptional interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Strong ethical and professional standards.

Why Smith & Pinching?

• Competitive compensation package and performance-based incentives
• The benefit package includes:
  • 10% Company pension contribution
  • Cash health plan
  • Death in Service 4 x salary
  • Employee Assistance Programme
  • Free parking
  • Flexible working hours
  • Annual paid volunteering day
  • 21 days holiday plus Bank Holidays and the option to buy more holiday
• Continuous training and professional development opportunities
• A collaborative and supportive team environment

How to Apply:

If you are excited about the opportunity to help clients achieve their financial goals and believe you have the skills and passion for this role, submit your CV below along with a covering letter detailing your relevant experience and why you’re the ideal candidate.

Smith & Pinching is an equal opportunity employer. We encourage applications from candidates of all backgrounds.