At a Glance
- Tasks: Identify new financial advice opportunities and build long-term client relationships.
- Company: Join Alan Boswell Financial Planning, a leading independent firm with a collaborative culture.
- Benefits: Competitive salary, bonus potential, company car, pension scheme, and comprehensive benefits.
- Other info: Enjoy genuine career development opportunities in a respected, growing group.
- Why this job: Make a real impact by providing tailored financial advice and developing your career.
- Qualifications: Chartered status preferred, strong communication skills, and proven client-facing experience.
Key responsibilities
- Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
- Provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
- Develop long-term relationships built on trust, integrity, and results.
- Prepare and present tailored recommendations covering retirement, investment, and tax-efficient planning.
- Work closely with our in-house technical and compliance teams to ensure the highest professional standards.
About you
- Chartered status advantageous.
- Proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections.
- Proven track record of providing regulated advice in a client-facing role.
- Strong technical knowledge across pensions, investments, and tax planning.
- Excellent communication and relationship-building skills.
- A client-centric mindset and commitment to professional excellence.
What we offer
- Competitive salary £70,000 – £100,000, depending on experience.
- Discretionary annual bonus linked to company performance.
- Company car or car allowance.
- Pension scheme, life assurance, and comprehensive employee benefits.
- Full administrative and paraplanning support.
- Genuine career development opportunities within a respected, growing group.
About us
Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high-quality advice backed by exceptional client service and a collaborative culture.
If you are an experienced adviser looking for a professional environment where you can thrive, we’d love to hear from you.
Financial Adviser - Individual Wealth Advice 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser - Individual Wealth Advice in Norwich
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Alan Boswell Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser - Individual Wealth Advice in Norwich
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Alan Boswell Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Alan Boswell Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Alan Boswell Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Alan Boswell Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Alan Boswell Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Alan Boswell Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
