Overview
Financial Planner Assistant / Administrator role at Alan Boswell Group in Norwich. We are looking for an experienced Financial Planner Assistant with some Administrator experience within Financial Services due to internal promotions and team developments. We are a well-established company in Norwich with over 40 years of experience providing financial solutions for wealth and corporate clients.
Posted: 19/03/25
You’ll be:
* Working on a portfolio of clients within the Financial Planning Team.
* Assisting with the preparation of reports and research 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.
Qualifications and experience
* Ideally you will already have or be 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.
What we offer and career 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.
* 25 days annual leave + Bank Holidays (option to purchase up to three additional holiday days in April each year).
* Discretionary annual Company bonus scheme.
* Life Insurance (4x annual salary).
* Salary Exchange pension scheme.
* Founded professional training and development support.
* Discounted financial services and insurance products.
* Funded professional memberships.
* Recruitment referral incentive bonus “refer a friend”.
* Bike to work scheme.
* Subsidised restaurant in the Norwich office.
About us and what we offer
At Alan Boswell Group we value our people, their successes and contributions to our growing business. Whether you are new to insurance or have years of experience, we encourage employees to develop and grow. We offer excellent remuneration and benefits package including pension and healthcare scheme, with opportunities for promotion within the company.
Apply online
To apply for this role, please fill out the form below.
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