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 pa Leicestershire AL783 Angela Liscombe Paraplanning

Description

Paraplanner

Leicester (our ref AL783)

Salary £28,000 - £40,000 depending on experience

 

My client is a prestigious IFA based in Leicester, offering professional financial advice to private and corporate clients.  They now have an exciting new opportunity for an experienced paraplanner to join their team, and if you so wish, your role may develop into that of an Independent Financial Adviser, with the necessary training and CII exam support on offer.

 

The role:

 

·         Providing paraplanning support for 2 IFAs

·         Coordinating the administrator

·         Carrying out product research and proposing appropriate planning solutions for individual and corporate clients

·         Producing suitability reports

·         Handling Pension Transfers

·         Utilising Iress Adviser Office, O&M Profiler, Analytics, Selectapension, Assureweb, Exchange, Microsoft Office

The Person

·         Previous paraplanning experience essential

·         CII qualified, ideally to Diploma level 4, or on the way towards this

·         IT literate

·         Motivated and organised

 

If this role is of interest, please apply in confidence 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.