Paraplanner

Posted 13 March by North Oak Recruitment Ltd

Paraplanner

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.

The Role

Report Writing

Nurturing client relationships

Research

Financial planning support for both private and corporate clients

The Person

Previous experience in paraplanning

Confident report writer

CII qualified, ideally to Diploma Level 4

IT literate

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.

Required skills

  • Holistic Financial Planning
  • Investments
  • Paraplanning
  • Wealth Management
  • Report Writing Skills

Application questions

Do you have paraplanning experience?
Are you CII qualified?

Reference: 33756464

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