Technical Planner

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.

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