Technical Paraplanner for Financial Planning & Advisory

Alan Boswell Group is seeking a Paraplanner (Technical Planner) in Norwich to provide essential support to Financial Advisers for personal and corporate clients. The role involves research, preparing suitability letters, annual reports, and making recommendations during client meetings.

Candidates should possess a Diploma in Financial Planning and have at least 3 years of experience in the financial services sector. Benefits include 25 days annual leave, a company bonus scheme, life insurance, and a salary exchange pension scheme.

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