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Careers Financial Services Technical Planner

Financial Services Technical Planner

Our financial services technical planners provide a holistic planning service for for both personal and corporate clients, incorporating the use of protection products, investment products, pension planning and tax planning.

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.

About us

Alan Boswell Group has built its reputation as the natural choice for friendly, expert advice on insurance, financial services and risk management. Its stability within the market for over 35 years builds on its success, but it also reflects the market by changing rapidly to meet our customer requirements. We are proud of our people, their successes, and value their contributions to our growing business.

Benefits

We offer excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay.

We provide training support to undertake professional qualifications for further promotional prospects to enable us to hold on to and nurture talent.

This role will be based in our newly refurbished office in the heart of Norwich.

To apply please send your CV and a covering letter to jobs@alanboswell.com

Closing date for applications: 13/07/2022 5:00 pm