Technical Planner

Job in Norwich, Norfolk County, NR2, England, UK

Listing for: Alan Boswell Group

Full Time position
Listed on 2026-05-19

Job specializations:

Finance & Banking
Financial Analyst, Financial Consultant, Financial Advisor, Financial Services

Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR

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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