At a Glance
- Tasks: Identify new financial advice opportunities and build long-term client relationships.
- Company: Join Alan Boswell Financial Planning, a leading independent firm with a collaborative culture.
- Benefits: Competitive salary, bonus potential, company car, pension scheme, and comprehensive benefits.
- Other info: Enjoy genuine career development opportunities in a respected, growing group.
- Why this job: Make a real impact by providing tailored financial advice and developing your career.
- Qualifications: Chartered status preferred, strong communication skills, and proven client-facing experience.
Key responsibilities
- Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
- Provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
- Develop long-term relationships built on trust, integrity, and results.
- Prepare and present tailored recommendations covering retirement, investment, and tax-efficient planning.
- Work closely with our in-house technical and compliance teams to ensure the highest professional standards.
About you
- Chartered status advantageous.
- Proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections.
- Proven track record of providing regulated advice in a client-facing role.
- Strong technical knowledge across pensions, investments, and tax planning.
- Excellent communication and relationship-building skills.
- A client-centric mindset and commitment to professional excellence.
What we offer
- Competitive salary £70,000 – £100,000, depending on experience.
- Discretionary annual bonus linked to company performance.
- Company car or car allowance.
- Pension scheme, life assurance, and comprehensive employee benefits.
- Full administrative and paraplanning support.
- Genuine career development opportunities within a respected, growing group.
About us
Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high-quality advice backed by exceptional client service and a collaborative culture.
If you are an experienced adviser looking for a professional environment where you can thrive, we’d love to hear from you.
Financial Adviser - Individual Wealth Advice in Norwich employer: Alan Boswell Group
Alan Boswell Group is an exceptional employer located in Norwich, offering a supportive work culture that prioritises employee growth and development. With structured career advancement opportunities and comprehensive training, this role as a Financial Planning Assistant is perfect for those eager to enhance their skills in financial services while contributing to a dynamic team dedicated to client success.
