Paraplanner / Technical Planner - Financial Services

Alan Boswell Group; Norwich; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

25 days annual leave + Bank Holidays

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

Job summary

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, and support for professional training.

Qualifications

• Diploma in Financial Planning.
• Minimum of 3 years’ experience in a financial services environment.
• Possessing or working toward DipPFS qualification preferred.

Responsibilities

• Research and prepare suitability letters and annual reports.
• Make recommendations for client meetings.
• Provide technical planning support to financial advisers.

Job description

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.