Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with client servicing and administrative tasks in a dynamic environment.
- Company: Join Alan Boswell Group, a supportive and growth-focused financial services company.
- Benefits: Enjoy 25 days leave, life insurance, professional development, and a bonus scheme.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: 3+ years in financial services with strong product knowledge and communication skills.
- Other info: Flexible, collaborative team culture with opportunities for career advancement.
The predicted salary is between 28800 - 43200 £ per year.
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.
Posted: 24/09/25
Location:
Hours:
Full-time
Flexibility:
Office-based
Yearly salary:
Job type:
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
- 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.
Qualifications
- 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.
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
- 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 to help us hold on to and nurture talent.
Apply online
To apply for this role, please fill out the form below.
autopopulate(e.detail)\”
#J-18808-Ljbffr
Senior Financial Planner Assistant employer: Alan Boswell Group
Contact Detail:
Alan Boswell Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to financial planning and think about how your skills align with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! As a Senior Financial Planner Assistant, you'll be liaising with clients and insurance companies. Role-play common scenarios with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Alan Boswell Group.
We think you need these skills to ace Senior Financial Planner Assistant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Financial Planner Assistant role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your strong organisational skills and attention to detail have made a difference in your previous roles. We love seeing real examples of how you've excelled in client-focused environments.
Be Professional Yet Personable: When writing your application, strike a balance between professionalism and a friendly tone. We appreciate candidates who can communicate effectively and build rapport with clients, so let your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Alan Boswell Group!
How to prepare for a job interview at Alan Boswell Group
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and life assurance. Being able to discuss these confidently will show that you're well-prepared and understand the core aspects of the role.
✨Demonstrate Organisational Skills
Since this role requires strong organisational skills, think of examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to share how you prioritise your workload and keep everything on track.
✨Client-Focused Approach
Prepare to discuss how you’ve provided excellent customer service in previous roles. Think about specific instances where you went above and beyond for a client, as this will highlight your client-focused mindset.
✨Show Your Team Spirit
This position involves supporting Financial Planners and possibly supervising others. Be ready to talk about your experience working in teams, how you contribute to team dynamics, and any leadership roles you've taken on.
