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Financial Planning Admin Specialist | Path to Planner
Job in
Norwich, Norfolk County, NR2, England, UK
Listed on 2026-07-10
Listing for:
Alan Boswell Group
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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
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