Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
   to   
Paraplanner
Salary Area Job Ref Consultant Sector
to c£30,000 + benefits Leicestershire AL711 Angela Liscombe Paraplanning

Description

Paraplanner (ref AL711)

North Leicestershire

Salary £20,000 - £30,000 depending on experience and qualification level

 

My client is a forward thinking and expanding Wealth Management organisation and they are looking to recruit a Paraplanner to join their existing team.

 

Your role will involve providing support to IFAs, and liaising between the IFA and the client to provide a proactive approach to Client service.

 

Day to Day Activities:

 

·         Review diary to prepare for forthcoming appointments

·         Conduct pre-brief and de-brief meetings with advisers prior to and following client appointments

·         Update client files with notes and highlight omissions and shortfalls in records as appropriate

·         Prepare regulatory documents for adviser file

·         Help design appropriate solutions according to risk profile and client objectives

·         Conducting research into existing plans and potential alternative solutions

·         Contact product providers for client information

·         Production of feasibility reports

·         Compiling presentations for clients including all appropriate documentation

·         Completion of suitability reports

·         Submit completed cases according to set compliance standards and within published timescales

 

Requirements:

 

·         Previous Paraplanning experience

·         Demonstrate understanding of intelliflo, selecta pension and analytics

·         Diploma qualified

·         Upper end of the salary will be paid in recognition of particularly strong technical knowledge and/or additional and specialised qualifications such as  G60, CF8 or AF qualifications

 

If this role is of interest and you have the required skills and qualifications, 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.