Financial Planner Assistant / Administrator
We are looking for an experienced Financial Planner Assistant with some Administrator experience within Financial Services.
- Salary £25k – £28k
- Full-time
- Office based
- Qualifications funded
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.
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.
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 [email protected]
Closing date for applications: 31/01/2025 5:00 pm