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Paraplanner
Salary Area Job Ref Consultant Sector
to c£30k + benefits Nottinghamshire AL713 Angela Liscombe Paraplanning

Description

Paraplanner (ref AL713)

Nottingham

Salary to c£30,000 dependent on skills and experience

A role has arisen for an experienced paraplanner based in the Nottingham Office of this well established IFA.  You will be supporting the Advisers taking responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan.  Main duties will include:

§  Identify and obtain the information necessary to compile lifetime cashflow forecasts

§  Identify suitable solutions to meet the clients’ needs

§  Prepare financial planning reports

§  Act as main point of contact and deal effectively with technical queries

You should be able to demonstrate an aptitude for problem solving using your technical knowledge to identify client solutions.  Due to the complex nature of the client bank, strong technical knowledge in pensions and investment planning are valuable, as will be the ability to carry out tax calculations.

A high level of initiative, responsibility and autonomy required.

To be considered for this role you will possess experience in a financial services environment and have ideally, achieved the Diploma in Financial Planning. You will be proficient in all aspects of Microsoft Office and ideally be conversant with industry software.

If this role is of interest, 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.