At a Glance
- Tasks: Support Financial Advisers with research, reports, and client recommendations.
- Company: Join Alan Boswell Group, a leader in financial services.
- Benefits: Enjoy 25 days leave, bonuses, life insurance, and professional development.
- Other info: Great opportunities for promotion and a supportive work environment.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Diploma in Financial Planning and 3 years’ experience preferred.
The predicted salary is between 35000 - 45000 € per year.
We are seeking a Paraplanner (Technical Planner) to provide vital support to our team of Financial Advisers for personal and corporate clients, incorporating protection products, investment products, pension planning and tax planning.
Responsibilities
- Research and prepare suitability letters and annual reports.
- Make recommendations for client meetings.
- Provide technical planning support to financial advisers.
Qualifications and Experience
- Diploma in Financial Planning.
- Minimum of 3 years’ experience in a financial services environment.
- Possessing or working toward DipPFS qualification preferred.
Benefits
- 25 days annual leave + Bank Holidays (option to purchase up to three 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.
At Alan Boswell Group we offer excellent remuneration, benefits package including pension and healthcare scheme, and opportunities for promotion within the company.
Technical Planner in Norwich employer: Alan Boswell Group
At Alan Boswell Group, we pride ourselves on being an exceptional employer, offering a supportive work culture that values professional growth and development. With a comprehensive benefits package including generous annual leave, life insurance, and funded professional memberships, our team members enjoy a rewarding work environment that fosters career advancement in the heart of the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Planner in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Technical Planner 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 products, investment strategies, and pension 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 opportunities at Alan Boswell Group, where you can find roles that truly fit your skills and aspirations.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit for the team.
We think you need these skills to ace Technical Planner in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Technical Planner role. Highlight your experience in financial services, especially any work with protection products, investment products, and pension 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 financial planning and how your background makes you a great fit for our team. Don’t forget to mention any relevant qualifications like your Diploma in Financial Planning.
Showcase Your Experience:In your application, be sure to showcase your experience in researching and preparing suitability letters and annual reports. We love candidates who can demonstrate their technical planning support skills, so give us examples of your past work!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Alan Boswell Group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially protection, investment, and pension 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 to the responsibilities listed in the job description. Highlight your previous work with suitability letters and client meetings to demonstrate your relevant skills.
✨Ask Smart Questions
Prepare a few insightful questions to ask at the end of the interview. This could be about the team dynamics or how they support professional development. It shows your interest in the company and the role.
✨Dress the Part
Even if the company has a relaxed dress code, it's always best to err on the side of professionalism for an interview. A smart outfit can help make a great first impression and show that you take the opportunity seriously.
