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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.
 
   
 
   
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Paraplanner
Salary Area Job Ref Consultant Sector
to c£35,000 pa Leicestershire AL807 Angela Liscombe Paraplanning

Description

Paraplanner

Ashby de la Zouch, Leicestershire (Our ref AL807)

Salary circa £30,000 - £35,000 per annum + benefits

 

My client is an established and expanding IFA organisation, and due to this expansion, have an exciting new vacancy for an experienced Paraplanner to join their team.

 

Working closely with the Director and the other team members, you will be responsible for providing the technical support required to provide a first-class wealth management service to their clients. 

 

You will be competent with report writing, analysis, product research, cash flow modelling and will be IT literate having experience of current industry IT systems.  You will be confident in dealing with clients and building lasting professional relationships and of course, will be CII Diploma level 4 qualified or well on your way to achieving this.

 

If this role is of interest, please apply in confidence to Angela Liscombe at North Oak Recruitment.

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.  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. Our full Privacy Notice can be found on our website.


 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.