Alan Boswell Group is a well-established insurance and financial planning firm in Norwich (Prospect House, Rouen Rd, NR1 1RE) with over 450 professionals across seven offices.
Known for its client-focused approach, strong community ties, and high standards of service, ABG has earned a reputation as one of the UK's most trusted names in financial services. With a 4.8/5 rating from more than 11,000 reviews, we're proud to deliver consistent, reliable support to individuals and businesses alike.
* Salary £28k - £35k DOE
* Full-time,
* Office based with flexibility
* Qualifications funded
* Working hours 9am - 5pm (including 1 hour for lunch)
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.
Role Overview:
As a Senior Financial Planner Assistant, you will provide high-level support to Independent Financial Planners, ensuring efficient servicing of new and existing business. This role requires strong organisational skills, attention to detail, and a client-focused approach.
Key Responsibilities:
* Sales & Client Support
* You will be the point of contact for our clients.
* Provide administrative support for life, pension, and investment business.
* Assist Financial Planners in obtaining new business and servicing existing clients.
* Processing new business and using various platforms.
* Prepare files for new client meetings and existing client reviews.
* Liaise professionally with clients and insurance companies via phone, email, and other channels.
* Maintain appointment schedules and manage diaries
Compliance & Administration
* Ensure all documentation meets company compliance standards.
* Adhere to procedures related to TCF, T&C, financial crime, and anti-money laundering.
* Maintain accurate records and support documentation.
* Administer existing business and respond to staff/client queries.
Team & Project Support
* Provide support to Financial Planners with day-to-day administration, client servicing and planning logistics
* Supervise, train, and monitor administration team members as required
* Assist the Financial Services Manager with tasks and projects
* Contribute to process improvements and team efficiency
* Lead and support project management initiatives
Skills & Competencies
* Minimum 3 years' experience in financial services
* Strong understanding of financial products (pensions, investments, life assurance)
* Proficient in investment/pension platforms and back-office systems (Intelligent Office system) or similar back office system essential
* Excellent communication and customer service skills
* High level of computer literacy, including word processing and admin systems
* Ability to work independently and collaboratively
* Supervisory and training experience desirable
Qualifications
* Certificate in Financial Planning or working towards it
* Minimum RO1 or equivalent qualification
* Proven experience in a customer service/sales environment within financial services
Personal Attributes
* Detail-oriented and committed to high standards
* Professional under pressure
* Proactive and takes ownership
* Confident in contributing ideas for continuous improvement
* Flexible, adaptable, and well-organised
* Able to prioritise own and team workload effectively
Benefits at Alan Boswell Group
* Norwich city centre locations close to shops, restaurants, and entertainment
* 25 days holiday plus 8 bank holidays (pro-rata for part-time)
* Life insurance at 4x annual salary
* Pension through Salary Exchange
* Annual discretionary group bonus scheme
* Cycle to Work Scheme via salary sacrifice
* Paid sickness (20 days/year)
* Annual salary reviews
* Bupa Cashplan – claim back costs for optical, dental, physio, etc.
* Holiday purchase – buy up to 3 extra days annually
* Recruitment referral bonus up to £1,000
* Employee Assistance Programme (EAP) – mental, emotional & practical support
* Qualified Mental Health First Aiders
* Discounted financial services & insurance products
* Incentives for client referrals
* Social activities – team events, bake days, dress down days
* Sponsorship for study & professional qualifications
* Professional subscriptions paid
* Discounts at Theatre Royal Norwich & Norfolk Wildlife Trust membership
* Community support & charity activities via ABG Charitable Trust
* Ongoing training, CPD, secondments & career support
* Discounts for local providers & legal fees
* Subsidized restaurant in the Norwich office
To apply:
Please send your CV to
Job Types: Full-time, Permanent
Pay: £28,000.00-£35,000.00 per year
Benefits:
* Additional leave
* Canteen
* Cycle to work scheme
* Life insurance
* Sick pay
Work Location: In person
Application deadline: 10/10/2025