Technical Planner

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

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)

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’

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.

How to apply

To apply, please send us your CV