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Senior Financial Planner Assistant

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.

Posted:

24/09/25

Location:

Norwich

Hours:

Full-time

Flexibility:

Office-based

Yearly salary:

£28,000 - £35,000

Job type:

Senior Financial Planner Assistant

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

Alan Boswell Group careers

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

Alan Boswell Group offering employee benefits

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

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 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.

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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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