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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.
Paraplanner - part time
Salary Area Job Ref Consultant Sector
to c£33k FTE Derbyshire AL768 Angela Liscombe Paraplanning


Paraplanner (ref AL768)


Salary c35,000 full time rate - flexible working hours on offer, full or part time (4 days per week)

My client is an established and well regarded Wealth Management Company, based near Derby and due to continued growth, they are looking to appoint a Paraplanner to join their existing team.

Day to day, you will provide accurate, detailed and timely paraplanning support to the Managing Director and work alongside a small team of support staff in ensuring the smooth running of the Practice.

It is essential that you are able to provide a first class, professional service to clients from all walks of life, including high net worth clients.

Skills and experience required:

Previous similar role encompassing paraplanning within a wealth management environment

Accurate report writing skills

Research skills

Good technical knowledge of life, pensions and investments products

Communication skills, both verbal and written

Professional qualifications under the CII preferred

IT literacy

Flexible approach

My client offers excellent career and personal development prospects within the organisation. If you feel your skills match the requirements, then please apply in the first instance 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.