Job Description

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 jobs@alanboswell.com

Job Types: Full-time, Permanent

Pay: 28,000.00-35,000.00 per year

Benefits:

Additional leave Canteen Cycle to work scheme Life insurance Sick pay
Work Location: In person

Application deadline: 10/10/2025