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Paraplanner
Salary Area Job Ref Consultant Sector
c£32,000 + benefits Northamptonshire AL708 Angela Liscombe Paraplanning

Description

Paraplanner

Kettering  (our ref AL708)

Salary: c£32,000 + benefits

 

My client is a well regarded IFA based in Kettering offering high quality and bespoke financial planning advice to a wide range of clients.  They now have an exciting new vacancy for an experienced Paraplanner to join their team.

 

The Paraplanning role:

 

To provide a professional level of support as a Paraplanner to the MD and the MDs team of Advisers in servicing the demands of all aspects of client work

 

Prepare relevant technical paperwork for the MD’s new client meetings, ensuring that all deadlines set are met.

 

After discussion with the MD complete a report ready to be presented to the client by the MD backed up with all relevant paperwork required should the client wish to go ahead.

 

Research into products and services ensuring that our clients have the best "whole of market advice” made available to them when they need it.

 

Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues, highlighting any areas which need attention to the MD as soon as practicable.

 

Pass details relating to producing invoices for clients to the Office Manager ready for typing ensuring their accuracy and compliance with FSA guidelines.

 

The Person:

 

Previous Paraplanning experience required

Ideally Diploma level 4 qualified, or equivalent

Good understanding of Compliance and FCA guidelines and requirements

Strong technical knowledge with regards to financial planning products

 

If this Paraplanning role is of interest, then please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.