Alan Boswell Group is seeking a Financial Planning Administrator to support a portfolio of clients within the Financial Planning Team. You will assist with reports, research for meetings and help the financial planner with clients, including liaising with providers to submit or process new business.
The role encourages ongoing professional development; ideally you will already hold or be willing to study towards a relevant Financial Planning qualification, and you should have at least two years
#J-18808-LjbffrFinancial Planning Admin Specialist | Path to Planner 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.
