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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.
Salary Area Job Ref Consultant Sector
c£30,000 pa Nottinghamshire AL717 Angela Liscombe Paraplanning



Nottinghamshire (ref AL717)

Salary circa £30,000


Our client is a leading global provider of independent financial advice providing holistic wealth management advice to a wide range of high net worth clients.

Due to continued growth, they are looking to recruit a Paraplanner to join an existing team, in a modern office environment, within walking distance of the train station, and with easy access to the M1. 

The role

Working within a team of paraplanners you will support wealth managers to provide high quality financial advice to clients.  You will use various pieces of software to assist with your analysis.

Key Responsibilities and Outputs

The job will include the following on a day to day basis.  This does not form the full scope of the role, which will be varied and will expand as your experience of working with the company’s clients grows.

·         Researching and analysing a client’s financial situation;

·         Understanding financial priorities, including a review of clients’ desire for long term financial security;

·         Obtaining investment valuations;

·         Writing financial planning review and suitability reports for client meetings;

·         Implementing investments fund instructions;

·         Liaising with financial institutions;

·         Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;

Key Characteristics sought

·         Diploma Qualified

·         Strong analytical and research skills;

·         Strong report writing and numerical skills;

·         High level of attention to detail;

·         Motivated and organised;

·         An aptitude to learn;

·         A passion for providing exceptional client service;

·         An interest in the Financial Services Sector.

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

By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.

 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.