Paraplanner / Technical Planner

INTRODUCTION

This company is well established in Norwich and is known for their high-standard and dutiful approach to both personal and corporate clients that they have consistently delivered for over 40 years. They are looking to add a Paraplanner / Technical Advisor to their Financial Services team, and are looking for someone who is driven and wanting to develop in their role. You will be working full-time in their Norwich based office, and in a company that develops and nurtures their employees.

RESPONSIBILITIES OF A PARAPLANNER / TECHNICAL PLANNER

• Provide technical planning support to the Financial Advisers
• This will include researching, preparing suitability letters, and annual reports, alongside making recommendations for client meetings

REQUIREMENTS OF A PARAPLANNER / TECHNICAL PLANNER

• 3+ years' experience in Financial Services
• Broad technical knowledge
• Qualified or working towards DipPFS (training support provided)

COMPANY BENEFITS

• 25 days holiday (plus bank holidays), which optional additional purchased holiday
• Company bonus scheme
• Life Insurance
• Bupa Cashplan
• Salary Exchange pension scheme
• Supported professional development and study
• Discounted financial services and insurance products
• Funded professional memberships
• Various incentive bonuses

DETAILS

• GBP30,000 - GBP43,000 DOE
• Monday - Friday, 9am - 5pm
• Fully office based in Norwich office, NR1