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
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, annual reports and making recommendations for client meetings.
Responsibilities
Provide technical planning support, including research, preparation of suitability letters and annual reports, and recommendation of investments for client meetings.
Qualifications and experience
- 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)
- 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
- Bike to work scheme
- Subsidised restaurant in the Norwich office
About us
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. We offer excellent remuneration, benefits package including pension and healthcare scheme, and opportunities for promotion within the company to help us hold on to and nurture talent.
To apply
Please send your CV to jobs@alanboswell.com
#J-18808-Ljbffr…