At a Glance
- Tasks: Support financial advisers with research, reports, and investment recommendations.
- Company: Join a supportive team at Alan Boswell Group, valuing growth and contributions.
- Benefits: Enjoy 25 days leave, life insurance, and a bonus scheme.
- Other info: Great career progression opportunities and a dynamic work environment.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Diploma in Financial Planning and 3 years in financial services required.
The predicted salary is between 35000 - 45000 £ per year.
We are looking for a Paraplanner (Technical Planner) to provide vital support to the team of Financial Advisers for personal and corporate clients, incorporating protection and investment products, pension and tax planning.
The role
As a Technical Planner or Paraplanner you will provide technical planning support to our financial advisers. This will include researching, preparing suitability letters, annual reports and making recommendations for client meetings.
Responsibilities
- Provide technical planning support, including research, preparation of suitability letters and annual reports, and recommendation of investments for client meetings.
Qualifications and experience
- Diploma in Financial Planning
- At least 3 years’ experience in a financial services environment
Benefits
- 25 days annual leave + Bank Holidays (option to purchase up to 3 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’
- Cycle to work scheme
- Bike to work scheme
- Subsidised restaurant in the Norwich office
About us
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.
To apply
Please send your CV to jobs@alanboswell.com
Paraplanner / Technical Planner in Norfolk employer: Alan Boswell Group
At Alan Boswell Group, we pride ourselves on fostering a supportive and dynamic work environment where our employees can thrive. As a Paraplanner, you will benefit from a comprehensive benefits package, including generous annual leave, professional development opportunities, and a culture that values your contributions and encourages growth. Located in Norwich, our office offers a subsidised restaurant and various employee incentives, making it an excellent place to build a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Technical Planner in Norfolk
✨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 a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss protection and investment products, pension and tax planning. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at Alan Boswell Group, where we truly value our people and their contributions.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner / Technical Planner in Norfolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Diploma in Financial Planning and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for our team of Financial Advisers.
Showcase Your Technical Skills:Since the role involves technical planning support, be sure to mention any specific tools or software you've used in your previous roles. This will help us see how you can hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Alan Boswell Group
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around protection and investment products, pension and tax planning. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Tailor Your Examples
When discussing your experience, use specific examples that relate directly to the responsibilities of a Paraplanner. Highlight your previous work in preparing suitability letters and annual reports, as well as any recommendations you've made for client meetings.
✨Ask Smart Questions
Prepare thoughtful questions about the company and its approach to financial advising. This not only shows your interest but also gives you insight into whether this is the right fit for you. Think about asking how they support professional development or what their team culture is like.
✨Show Your Team Spirit
Since the role involves supporting financial advisers, emphasise your ability to work collaboratively. Share examples of how you've successfully worked in a team environment and contributed to achieving common goals, as this aligns with the company's values.
