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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£25,000 Chesterfield AL860 Angela Liscombe Paraplanning

Description

Paraplanner / Wealth Management Administrator

Chesterfield (our ref AL860)

Salary negotiable to c£25,000 – flexible working hours available

 

My client is a professional Wealth Management Adviser, looking to appoint Paraplanner to join the team.  They provide holistic financial planning advice in areas such as Investments, IHT, Retirement Planning and Personal and Business Protection.

The role will involve working closely with the Director and providing a first-class support service to clients.  You will have the opportunity to get to know the clients, and will liaise with 3rd party providers also. 

Day to day you will be responsible for:

·         Checking, processing and chasing through new business applications

·         Producing suitability letters

·         Producing Reports

·         Producing quotations

·         Collating information

·         Maintaining the database

·         Dealing with enquiries

·         Liaising with clients and 3rd party providers

·         Prioritising workload

With previous experience within the wealth management industry, you will need to be IT literate, have good communication skills, be able to work efficiently and accurately and have excellent time management skills, having the ability to prioritise your workload.

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

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.