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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 £35,000pa + benefits Nottinghamshire AL842 Angela Liscombe Paraplanning

Description

Paraplanner

Nottingham (Our Ref AL842)

Salary to c£35,000 per annum + benefits

 

Our client is a professional, well established IFA based in Nottingham and they now have an exciting new vacancy for an experienced Paraplanner to join their team.  You will work closely 2 Financial Advisers who provide holistic financial planning to a select client bank of high net worth clients.

 

Main responsibilities of the role:

·         Technical research

·         Close liaison with the Financial Advisers

·         Report writing and drafting advice letters

·         Keeping client affairs "under review”

·         Cashflow modelling

·         Working alongside the administration team

·         Being part of the Investment Committee

 

The ideal Person:

 

·         Previous paraplanning experience within an IFA environment

·         IT literate with experience of industry software, ideally including Transact and Fidelity

·         CII qualified, ideally to Diploma Level 4, although relevant experience and part qualified will be considered

 

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

 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. 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.

 


 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.