Senior Paraplanner | Technical Financial Planner in Norwich

Senior Paraplanner | Technical Financial Planner in Norwich

Norwich Full-Time 35000 - 45000 € / year (est.) No home office possible
Alan Boswell Group

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 Norwich 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 generous annual leave and bonuses, and opportunities for ongoing training to enhance your career in financial planning.

Alan Boswell Group

Contact Detail:

Alan Boswell Group Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Paraplanner | Technical Financial 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 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 interviews by brushing up on your technical knowledge. Since you'll be supporting Financial Advisers, make sure you can confidently discuss various financial products and demonstrate your understanding of the industry. Practice common interview questions with a friend or mentor.

Tip Number 3

Showcase your qualifications! If you’re working towards your DipPFS, mention it during interviews. Highlighting your commitment to professional development can set you apart from other candidates and show that you're serious about your career in financial planning.

Tip Number 4

Don’t forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which are always attractive traits in a potential hire.

We think you need these skills to ace Senior Paraplanner | Technical Financial Planner in Norwich

Diploma in Financial Planning
Experience in Financial Services
DipPFS Qualification
Knowledge of Financial Products
Client Support Skills
Analytical Skills
Attention to Detail

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 passionate about the role and how your experience aligns with our needs. We love seeing genuine enthusiasm, so let your personality come through!

Showcase Relevant Experience:When detailing your work history, focus on your experience that directly relates to providing support to Financial Advisers. We’re keen to see examples of how you've successfully navigated financial products and client needs.

Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!

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, the team, and the company’s future. This not only shows your enthusiasm but also helps you gauge if this is the right fit for you.