, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes.
Salary 25k - 28k
Full-time,
Office based
Qualifications funded
Working hours 9am - 5pm (including 1 hour for lunch)
We are a well-established Company in Norwich (Prospect House, Rouen Rd, NR1 1RE) 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.
Your role will involve:
Assisting with the
preparation of reports, market reviews, and provider research
in advance of client meetings.
Supporting Consultants/Advisers by ensuring all documentation and reports are complete and accurate.
Post-meeting follow-up
, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments.
Maintaining and updating client records and
scheme administration systems
, ensuring data integrity and compliance with regulatory standards.
Recommending and implementing improvements to internal systems and processes to enhance client service delivery.
Organising and supporting every client interaction
efficiently and professionally
, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review.
About you:
Ideally, you will already have or be willing to study towards a relevant
Employee Benefits or Financial Planning qualification
(such as CII's R0 exams or Group Risk specific qualifications).
You will have at least
2 years' experience
in a Financial Services administration role - preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes.
A strong understanding of the
financial services market and regulatory environment
, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential.
Training & Development:
You'll receive structured training, combining
on-the-job learning
with private study and professional qualifications.
We'll support your technical growth while also developing your
professional and client-facing skills
.
Why join us?
This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear
career development plan
. Whether you aim to progress towards becoming a
Client Consultant
or deepen your expertise as an
Employee Benefits Administrator
, we'll support your ambitions every step of the way.
Benefits:
25 days annual leave + Bank Holidays (option to purchase up to 3 additional holiday days in April each year)
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
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.
To apply:
Please send your CV to jobs@alanboswell.com
Job Types: Full-time, Permanent
Pay: 25,000.00-29,000.00 per year
Benefits:
Additional leave
Canteen
Cycle to work scheme
Life insurance
Sick pay
Work Location: In person
Application deadline: 07/10/2025
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