Paraplanner / Technical Planner – Financial Services
As a result of internal promotions and team developments, new vacancies have arisen and therefore 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.
Posted:
20/02/25
Location:
Norwich
Hours:
Full-time
Flexibility:
Office-based
Yearly salary:
£30,000 - £43,000
Job type:
Financial Services 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’
