About this role
Financial Planning Assistant at Brooksmacdonald. Location: Norwich, Norfolk, United Kingdom. Role: processing business, providing administration, liaising providers Requirements: Provide administrative and new-business processing support to financial planning consultants; proficiency in Microsoft Excel, Word and Outlook; pensions and investment product knowledge; strong verbal and written communication. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Intelligent Office Certifications: cii level 4 Commitment: Full Time Workplace: Hybrid Languages: English