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
attractive salary and benefits Warwickshire AL755 Angela Liscombe Paraplanning

Description

Paraplanner

Attractive Salary – negotiable depending on experience plus benefits

Warwick  (our ref AL755)

 

Our client is a large national Wealth Management and Employee Benefits organisation and they have an outstanding opportunity for 2 experienced paraplanners who have previously worked in an IFA environment to join their expanding team.

 

The Role:

·         Maintain client records on Intelligent Office to ensure they are up to date and accurate.

·         Update client information on Intelligent Office and inform adviser accordingly.

·         Upload all client letters, company information and correspondence to Intelligent Office

·         Analyse clients existing circumstances.

·         Provide research on new products and funds for advisers

·         Produce a client suitability report confirming new recommendations

·         Obtain accurate quotations, key features and applications for adviser appointment.

·         Provide valuations to the adviser

·         Assess all advisers file documentation in accordance with compliance requirements.

·         Ask the correct questions in order to obtain full details & up to date information in respect of client plans.

·         Develop and maintain effective relationships with clients, colleagues and product providers.

·         Point of contact for Advisers, Clients, Insurance Companies and third party providers.

·         Receive, and prioritise incoming mail where necessary.

·         Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.

 

Essential skills:

·         IT literate, including all Microsoft Package

·         Confidence to deal effectively with clients, colleagues and product providers.

·         Ability to efficiently manage priorities and workloads

·         Ability to stick to strict deadlines

·         Self-motivated & Customer focused

·         Ability to promote a team spirit and sense of purpose

·         Ability to work under pressure

·         Problem Solving & Decision-making

·         Prioritisation & Time Management

 

Desirable Skills:

·         Experience of Intelligent Office

·         Defaqto

·         O&M Pension Profiler

 

Qualifications:

Essential:

A Level passes or equivalent

CF1/RO1 or equivalent experience

Desirable:

Certificate/Diploma in Financial Planning or equivalent

Working towards Level 4 qualification

 

If this role is of interest please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment or call for an initial discussion.


 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.