Paraplanner (ref AL713)
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
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
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