Paraplanner/Technical Planner - Financial Services
Job in
Norwich, Norfolk County, NR2, England, UK
Listed on 2026-09-09
Listing for:
Alan Boswell Group
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Wealth Management
Job Description & How to Apply Below
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.
- Diploma in Financial Planning.
- Minimum of 3 years’ experience in a financial services environment.
- Possessing or working toward DipPFS qualification preferred.
- 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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