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
