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Careers Financial Planner Assistant

Financial Planner Assistant

Are you looking for a career 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.

  • 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.
  • 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

New joiners can study towards the relevant qualification in Financial Planning. 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. You will have paid study leave to support you in the run up to exams and all course and exam fees are paid for.

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 or graduating from university looking for a career to become a Financial Planner.


About us and what we offer

At Alan Boswell Group we are proud of our people, their successes and value their contributions to our growing business. Whether you are new to insurance or have a number of years’ experience to bring, we encourage employees to develop and grow.

We offer excellent remuneration, benefits package including pension and healthcare scheme, and opportunities for promotion within the company help us hold on to and nurture talent.


  • We reward your efforts by reviewing your salary 6 months after joining us, subject to performance.
  • 25 days annual leave + Bank Holidays (option to purchase up to 3 additional holiday days in April each year)
  • Discretionary annual Company bonus scheme
  • Life Insurance (4x annual salary)
  • Bupa Cashplan
  • Salary Exchange pension scheme
  • Supported professional training and development
  • Discounted financial services and insurance products
  • Funded professional memberships
  • Recruitment referral incentive bonus ‘refer a friend’
  • Client introduction commission incentive

To apply

Please send your CV, covering letter and salary expectations to jobs@alanboswell.com

Closing date for applications: 16/06/2023 5:00 pm