Financial Planner Assistant / Administrator

Alan Boswell Group; Norwich; On-site; GBP 30,000 - 40,000; Full time

Job summary

Une entreprise bien établie à Norwich recherche un assistant planificateur financier. Vous travaillerez directement avec des planificateurs financiers pour soutenir les clients et gérer la documentation, tout en ayant l'opportunité d'approfondir vos connaissances dans le domaine des services financiers. Ce poste à temps plein est idéal pour ceux qui souhaitent évoluer vers une carrière de planificateur financier.

Benefits

25 jours de congés annuels + jours fériés

Bonus discrétionnaire annuel

Assurance vie (4x le salaire annuel)

Plan de pension sous régime de salaire

Formation professionnelle soutenue

Services financiers et produits d'assurance à prix réduit

Adhésions professionnelles financées

Incentive pour recommandation de recrutement

Vélos au travail

Restaurant subventionné dans le bureau de Norwich

Qualifications

• Minimum deux ans d'expérience en administration des services financiers.
• Prêt à suivre une formation professionnelle pour la planification financière.

Responsibilities

• Travailler sur un portefeuille de clients au sein de l'équipe de planification financière.
• Assister à la préparation des rapports et recherches.
• Organiser et soutenir efficacement chaque client selon les normes de l'entreprise.

Skills

Assistance administratif

Établissement de rapports

Organisation de clients

Education

Qualification en planification financière (ou volonté d'étudier)

Job description

• Financial Planner Assistant / Administrator

Financial Planner Assistant / Administrator

As a result of internal promotions and team developments, we are looking for an experienced Financial Planner Assistant with some Administrator experience within Financial Services.

Posted:

19/03/25

Location:

Hours:

Full-time

Flexibility:

Office-based

Yearly salary:

Job type:

Financial Planner Assistant / Administrator

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.

You’ll be:

Working on a portfolio of clients within the Financial Planning Team.

Assisting with the preparation of reports and research preparing for meetings and supporting the financial planner with clients. Post meeting, liaising with clients/providers to submit/process various types of new business.

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.

Ideally you will already have or willing to study towards the relevant qualification in Financial Planning.

Essentially you will be working for an IFA office or financial institution and have at least two years Financial Services administration experience.

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.

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 looking for a career to become a Financial Planner or remain in the Financial Planning Administrator position and deepen their Financial Services knowledge.

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)

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’

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.

Apply online

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