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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.
Senior Paraplanner
Salary Area Job Ref Consultant Sector
to c£40,000 pa Warwickshire AL844 Angela Liscombe Paraplanning


Senior Paraplanner

Warwickshire (our ref AL844)

Salary negotiable depending on experience, c£30,000 - £40,000 per annum


My client is a forward thinking financial planning company offering advice to both corporate and private clients.  They are now looking to further develop their Warwickshire based office with the addition of an experienced paraplanner to support the existing adviser and administrator.

Day to day, the role will involve:

Analysing clients’ circumstances, portfolios and objectives and preparing appropriate recommendation reports;

Attending client meetings with the adviser when required;

Providing high quality technical, administrative and research support;

Liaising with the business assurance team to ensure that all reports are suitable and accurate;

Building strong and effective working relationships with Head Office and third-party product providers;

Ensuring that all client records and data are maintained accurately and efficiently;

Participating in ad hoc projects and tasks as and when required.

The ideal candidate:

Will have experience of writing accurate and clear recommendation reports, analysing a client’s current situation and financial objectives in order to make recommendations and communicating with third party providers.

You must have worked in a Pensions & Investment environment previously and ideally have achieved the level 4 financial planning diploma, be actively working towards it or be able to demonstrate an equivalent level of technical knowledge obtained through experience. You will be required to spend an initial period of approximately 6 weeks training in the Midlands based Head Office (expenses covered).

This is an opportunity to work in a small team within a larger organisation and play a major part in laying the foundations for future growth and success. Salary will be competitive and commensurate with experience and the value the successful candidate can bring to the business.

Please apply in confidence with an up to date CV 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.