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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 + benefits Nottinghamshire AL831 Angela Liscombe Paraplanning

Description

Paraplanner

Nottingham (Our Ref AL831)

Salary to c£35,000 per annum + benefits

 

Our client is a very well established IFA and they now have an exciting new vacancy for an experienced Paraplanner to join their team.  You will be working closely within a team, and providing technical support to 3 Wealth Planners who provide holistic financial planning to Mid - High Net Worth Private clients.

 

Main responsibilities of the role:

·         Technical research

·         Report writing and drafting advice letters

·         Keeping client affairs "under review”

·         Managing client expectations

·         Liaising with the relevant administration teams

 

The ideal Person:

 

·         Previous paraplanning experience within an IFA environment

·         IT literate with experience of industry software

·         CII qualified, ideally to Diploma Level 4

 

If this role is of interest, please apply in confidence or call Angela Liscombe at North Oak Recruitment for a confidential 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.