Paraplanner​/Technical Planner - Financial Services

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: 14/10/25

Location:

Hours:

Full-time

Flexibility:
Office-based

Salary:
Yearly salary (not specified)

Job type:
Financial Services Technical Planner

• Provide technical planning support to financial advisers, including researching, preparing suitability letters and annual reports, and making recommendations for client meetings.
• Demonstrate broad technical knowledge and experience from a similar role and environment.
• Develop in the role; ideally hold or be working towards DipPFS qualification.

• 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 three additional holiday days in April each year)
• Discretionary annual company bonus scheme
• Life Insurance (4x annual salary)
• 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’

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.