At a Glance
- Tasks: Support financial advisers with research, reports, and client recommendations.
- Company: Join a supportive team at Alan Boswell Group, where your contributions matter.
- Benefits: Enjoy 25 days leave, life insurance, and a bonus scheme.
- Other info: Great opportunities for professional development and promotion.
- Why this job: Make a real impact in financial planning while growing your career.
- 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
- 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 Norwich 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 subsidised restaurant and various employee schemes, such as the cycle to work initiative, further enhance the rewarding experience of being part of our team.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Technical Planner in Norwich
✨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 value growth and development just as much as you do!
✨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 Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the 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!
Showcase Your Experience:When writing your application, don’t just list your previous jobs. Instead, showcase specific examples of how you've provided technical planning support or prepared suitability letters. This helps us understand your hands-on experience.
Be Clear and Concise:Keep your application clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the important bits!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
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, focus on specific examples that highlight your skills in technical planning support. Think about times you've prepared suitability letters or annual reports and be ready to share those stories during the interview.
✨Ask Smart Questions
Prepare a few insightful questions about the company and the role. This could include asking about their approach to client meetings or how they support professional development. It shows you're genuinely interested and engaged.
✨Show Your Team Spirit
Since you'll be supporting a team of financial advisers, emphasise your ability to work collaboratively. Share experiences where you've successfully contributed to a team project or supported colleagues, as this will resonate well with the interviewers.
