Graduate Financial Services Administrator – Employee Benefits

As a result of internal promotions and team developments, we are looking for a graduate who's interested in our Financial Planner Assistant role within Financial Services.

Posted:

23/07/26

Location:

Norwich

Hours:

Full-time

Flexibility:

Office-based

Yearly salary:

£25,000 - £27,000

Job type:

Graduate Financial Services Administrator – Employee Benefits

We are seeking a highly motivated graduate looking to start a rewarding career in the Financial Services industry, specialising in Employee Benefits. As a Graduate Financial Planner Assistant / Administrator, you will support our Independent Financial Advisers and play an important role in delivering exceptional service to our clients.

Key Responsibilities

  • Support a portfolio of clients within the wider Employee Benefits team

  • Assist with preparing reports, research, and documentation for client meetings.

  • Complete renewals and reviews for multiple group risk products

  • Recommend improvements to client records, systems, and administrative processes.

  • Ensure clients remain compliant with regulatory bodies

  • Ensure all day-to-day client administration is completed accurately and efficiently

  • The opportunity to work towards relevant Financial Planning qualifications (fully funded)

Training & Development

You will be supported through:

  • Funded professional qualifications

  • On‑the‑job training

  • Technical, personal, and professional skill development

This role offers a structured career pathway - whether you aim to progress into a Paraplanner role, Financial Planner role or develop deep expertise as a Financial Planning Administrator.

Benefits

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)

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 etc.

Bike to work scheme

Subsidised restaurant in the Norwich office

Business Travel Insurance with Alan Boswell Group

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 financial services, 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.

Apply online

To apply for this role, please fill out the form below.

Thank you for your enquiry, we will be in touch shortly.

As a leading independent insurance broker and specialist in insurance, risk management, and financial planning products, we are dedicated to finding the right cover to suit your needs.

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