Financial Planner Assistant

3 days ago

Norwich, Norfolk, United Kingdom Alan Boswell Group Full time £25,000 - £55,000 per year

Financial Planner Assistant / Administrator

We are looking for an experienced Financial Planner Assistant with some Administrator experience within Financial Services.

We are a well-established company in Norwich which has been finding financial solutions for wealth and corporate clients for over 40 years.

Our Financial Planners provide a holistic financial planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.

We are looking for Financial Planner Assistants to support our Independent Financial Planners.

You'll be:

  • Working on a portfolio of clients within the Financial Planning Team.
  • Assisting with the preparation of reports and research preparing for meetings and supporting the financial planner with clients. Post meeting, liaising with clients/providers to submit/process various types of new business.
  • Recommending improvements to clients' records, systems and practices and assist as and when needed.
  • Organising and supporting every client as effectively and efficiently as possible to the Group's standards and to ensure effective completion before review by Financial Planner.
  • Ideally you will already have or willing to study towards the relevant qualification in Financial Planning.
  • Essentially you will be working for an IFA office or financial institution and have at least two years Financial Services administration experience.

The qualification covers the financial services market and regulatory context, investment principles, key product areas and technical/advisory skills.

The training consists of private study and regular exams as well as on the job training, building not only on your technical skills but also on your personal and professional development.

This is an excellent opportunity to develop your career within a company offering support and a structured career development plan and would suit those already working in the environment looking for a career to become a Financial Planner or remain in the Financial Planning Administrator position and deepen their Financial Services knowledge.

About us

Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK's leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high-quality advice backed by exceptional client service and a collaborative culture.

If you're an experienced adviser looking for a professional environment where you can thrive, we would love to hear from you.

To apply:
please send your CV and a short covering note to

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