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.
 
   
 
   
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Paraplanner
Salary Area Job Ref Consultant Sector
to £40,000 + benefits Leicestershire AL714 Angela Liscombe Paraplanning

Description

Paraplanner – Award Winning IFA Organisation

South Leicestershire

To £40,000 depending on level of experience + benefits  (ref AL714)

 

My client is an award winning IFA who specialise in the provision of financial advice, tax planning and business consultancy services.  They are now looking to expand their existing support teams further by appointing an experienced Paraplanner.

The main purpose of the role is to provide a full professional support function to planners.

Your day to day role will involve:

  • Prepare and maintain client files
  • Build cash flow models
  • Prepare recommendations

·         Oversee implementation of recommendations

  • Prepare for client reviews

 

Professional Qualifications:

 

·         CII qualified, ideally to Diploma Level 4

 

Skills

  • Excellent understanding of the financial planning process
  • Good report writing skills
  • Proficient IT skills.  Basic word processing and spread-sheet knowledge
  • Minimum 3 years’ experience working within a financial planning company
  • Experience using cash-flow forecasts preferable
  • Have achieved the Certificate of Financial planning (or equivalent) and working towards Diploma

 

If you have the required skills and qualifications, then please apply in confidence to Angela Liscombe at North Oak Recruitment, with an up to date CV.


 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.