Financial Planning Technician

Premier Jobs
11 May 2018
18 May 2018
Contract Type
Full Time
The Company and Culture

Our client company is a leading Independent Financial Advisory firm, established in 1990 and is a public quoted company. Due to continued growth, they are looking to recruit Paraplanners to ensure the firm are able to continue providing first class support to their IFA team. They pride themselves on being a people based business and promote opportunities for career development within the company wherever possible.

Roles and responsibilities

Your duties will increase in responsibility/complex in line with the status of your role; however, all will be aimed at providing support to the IFA’s by undertaking high quality research to build comprehensive financial planning reports.

Trainee Financial Planning Technician responsibility - to gain the knowledge and understanding required to become a Financial Planning Technician through a personal and structured learning programme whilst working within the team environment
Financial Planning Technician responsibility – preparing and delivering bespoke investment reports through analysing existing investment portfolios and making suitable comparisons
Senior Financial Planning Technician responsibility – participating in the advice committee to offer constructive input on technical discussions and providing direct discussions with IFA’s on complex financial planning cases

Requirements to be considered

You should be qualified to a minimum of Level 4 Diploma in Financial Advice and have experienced of providing paraplanning support within Financial Planning. Your level of qualifications and experience will determine which role you will be most suitable for. (Trainees should be working towards achieving DipFA qualification and able to demonstrate knowledge and interest in personal financial planning).


Salary of £20,000 - £30,000 pa for Trainee Financial Planning Technician
Salary of £30,000 - £40,000 pa for Financial Planning Technician
Fantastic employee benefits package including: pension, DIS, flexible cash benefits, annual bonus, holiday and training/qualification funding.
Excellent team environment with regular team building events such as Summer BBQs and Christmas party, free to attend!
These roles have become available due to the successful growth of IFA’s within the business.



Contact us: Call us now on (Apply online only) to further discuss this position with one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.

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