At a Glance
- Tasks: Support Financial Advisers with personal and corporate clients on various financial products.
- Company: Join Alan Boswell Group, a leading name in financial services.
- Benefits: Enjoy 25 days annual leave, bonuses, life insurance, and training support.
- Other info: Great opportunity for professional growth in a supportive environment.
- Why this job: Make a real difference in clients' financial journeys while advancing your career.
- Qualifications: Diploma in Financial Planning and 3 years' experience in financial services.
The predicted salary is between 35000 - 45000 € per year.
Alan Boswell Group is looking for a Paraplanner (Technical Planner) in Norwich to provide essential support to Financial Advisers for personal and corporate clients, including various financial products.
The ideal candidate will have a Diploma in Financial Planning, a minimum of 3 years' experience in financial services, preferably working towards a DipPFS qualification.
We offer competitive remuneration along with a comprehensive benefits package such as:
- 25 days annual leave
- Discretionary annual bonus
- Life insurance
- Support for professional training
Senior Paraplanner | Technical Financial Planner in Norfolk employer: Alan Boswell Group
At Alan Boswell Group, we pride ourselves on being an excellent employer, offering a supportive work culture that values professional growth and development. Located in the vibrant city of Norwich, our team enjoys competitive remuneration, a comprehensive benefits package including 25 days of annual leave, and opportunities for ongoing training to enhance your career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner | Technical Financial 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 Senior 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 those interviews! Research Alan Boswell Group and understand their values and services. Tailor your answers to show how your experience aligns with their needs, especially your knowledge of financial products and client support.
✨Tip Number 3
Show off your qualifications! Make sure to highlight your Diploma in Financial Planning and any progress towards your DipPFS qualification during conversations. This will demonstrate your commitment to professional growth and expertise in the field.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Paraplanner | Technical Financial Planner in Norfolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial services and any relevant qualifications, like your Diploma in Financial Planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your experience aligns with our needs. Be genuine and let your personality come through – we love to see that!
Showcase Relevant Experience:When filling out your application, make sure to showcase your experience supporting Financial Advisers and working with various financial products. We’re keen to see how you can bring value to our team with your background.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Alan Boswell Group
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the products and services relevant to the role. Familiarise yourself with the latest trends in financial planning and be ready to discuss how they apply to both personal and corporate clients.
✨Showcase Your Experience
With a minimum of 3 years in financial services, you’ll want to highlight specific examples from your past roles. Prepare to discuss how your experience aligns with the responsibilities of a Senior Paraplanner and how you've supported Financial Advisers effectively.
✨Get to Know Alan Boswell Group
Research the company’s values, culture, and the benefits they offer. Understanding their approach to client service and professional development will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and opportunities for professional training. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
