Paraplanner Work, Jobs in Stalham And Sutton, Nfk (with Salaries)

Paraplanner / Technical Planner Financial Services
ALAN BOSWELL GROUP LIMITED —Norwich
- £30,000 - £45,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Annual leave
- Life insurance
Quick apply
10d

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Paraplanner / Technical Planner Financial Services

ALAN BOSWELL GROUP LIMITED -
Norwich

Quick apply

Job details

Permanent | Full-time
£30,000 - £45,000 a year
10 days ago

Benefits

Cycle to work scheme
Annual leave
Company pension
Life insurance
Referral programme

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

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
Salary: £30k-£45k depending on experience

The role:

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.

The successful candidate will have a broad technical knowledge and experience of working within a similar role and environment.

Qualifications and experience:

We are looking for an accomplished individual with the initiative to develop in their role so will ideally be DipPFS qualified or working towards this.

Diploma in Financial Planning
At least 3 years’ experience in a financial services environment

Benefits:

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)
Bupa Cashplan
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

About us and what we offer:

At Alan Boswell Group we are proud of our people, their successes and value their contributions to our growing business. Whether you are new to insurance or have a number of years’ experience to bring, we encourage employees to develop and grow.

To apply:

To apply please send your CV and a covering letter to [email protected]

Job Types: Full-time, Permanent

Pay: £30,000.00-£45,000.00 per year

Work Location: Hybrid remote in Norwich NR1 1RE

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Paraplanner / Technical Planner Financial Services

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