Alan Boswell Group in Norwich is seeking a Paraplanner (Technical Planner) to support our team of financial advisers for personal and corporate clients, including protection, investments, pensions and tax planning. The role is full-time and permanent.
You will research, prepare suitability letters and annual reports, and make recommendations for client meetings. DipPFS or Diploma in Financial Planning and at least 3 years in financial services are preferred; a discretionary bonus and pension
#J-18808-LjbffrParaplanner - Technical Finance Planner for Advisers 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.
