Overview
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.
- Full-Time
- Permanent
Responsibilities
As a Technical Planner or Paraplanner you will provide technical planning support to our financial advisers. This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.
Qualifications and experience
- DipPFS qualified or working towards this
- Diploma in Financial Planning
- At least 3 years’ experience in a financial services environment
- 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
Paraplanner 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.
