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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
very competitive + benefits Nottinghamshire AL813 angela liscombe Paraplanning


Paraplanner - Financial Planning Technician

Nottingham (Ref AL813)

Salary – Very competitive + benefits


My client is a very well regarded boutique style IFA in Nottingham, dealing with high net worth clients.  They now have an exciting new vacancy for a Paraplanner / Financial Planning Technician to join their team and support the IFAs.

The role:

  • To provide technical and research support to clients
  • To provide technical support to the advisory team
  • To produce accurate and comprehensive financial planning reports
  • To produce cashflow analysis
  • Ensure all dealings with clients are carried out in a professional, prompt, accurate and courteous manner.

·         Ensure all supporting documentation is maintained according to current procedures

In addition:

·         To maintain an understanding and awareness of relevant rules and processes

·         To maintain and build on relevant technical knowledge

·         Build deep and meaningful relationships with client

·         Always be mindful of ways to improve the client experience and internal processes

  • Polite, pro-active, excellent manner, relational, attention to detail, team player;
  • Excellent organisational and planning skills with ability to prioritise workload and work to deadlines;

·         Competent user of MS Office applications

The Person:

You will have the personal attributes necessary to fulfil the role and its requirements above and will also hold your Diploma in Financial Planning or be well on your way to completing this.  Previous paraplanning experience is a pre-requisite.

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