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