Derby (our Ref AL788)
Salary to c£35,000 per annum
Our client is a successful and expanding Wealth Management organisation providing holistic financial planning to both private and corporate clients. Due to continued growth, they now have an exciting new opportunity for an experienced Paraplanner to join their team.
Nurturing client relationships
Financial planning support for both private and corporate clients
Previous experience in paraplanning
Confident report writer
CII qualified, ideally to Diploma Level 4
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 confidential discussion.
- Holistic Financial Planning
- Wealth Management
- Report Writing Skills