At a Glance
- Tasks: Support financial advisers with planning, research, and client recommendations.
- Company: Alan Boswell Group, a supportive and growth-focused financial services company.
- Benefits: Generous annual leave, life insurance, pension scheme, and professional development support.
- Other info: Opportunities for career advancement and a collaborative work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Diploma in Financial Planning and 3 years’ experience in financial services.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner / Technical Planner – Financial Services
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.
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Paraplanner / Technical Planner - Financial Services 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 Paraplanner / Technical Planner - Financial Services 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 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 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 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 - Financial Services 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, especially any technical planning support you've provided. 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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Qualifications:If you have a Diploma in Financial Planning or are working towards it, make sure to mention this prominently. We value ongoing professional development, so let us know how you're investing in your career!
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’re considered for the role. 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 technical knowledge related to financial planning. Understand the key products like pensions, investments, and protection products. Being able to discuss these confidently will show that you're ready to support the advisers effectively.
✨Prepare Real-Life Examples
Think of specific situations from your past experience where you've successfully provided technical support or solved a problem. This will help you demonstrate your skills and how they relate to the role of a Paraplanner.
✨Research the Company
Get to know Alan Boswell Group and their values. Understanding their approach to client service and employee development can help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of the interview. This could be about their training programmes or how they support professional development. It shows you're engaged and thinking about your future with them.
