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Careers Paraplanner / Technical Planner – Financial Services

Paraplanner / Technical Planner – Financial Services

We are looking for a Paraplanner (Technical Planner) to provide vital support to the team of Financial Advisers for personal and corporate clients, incorporating the use of protection products, investment products, pension planning 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 and annual reports and making recommendations for client meetings.
The successful candidate will have a broad technical knowledge and experience of working within a similar role and environment.
We are looking for an accomplished individual with the initiative to develop in their role so will ideally be DipPFS qualified or working towards this.

Qualifications and experience

  • Diploma in Financial Planning
  • Minimum of 3 years’ experience in a financial services environment


  • 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)
  • Bupa Cashplan
  • 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

About us and what we offer

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 help us hold on to and nurture talent.

To apply:
Please send your CV and a covering letter to [email protected]

Apply here

Closing date for applications: 23/06/2024 4:00 pm