Posted 3 days ago by North Oak Recruitment Ltd


Ashby de la Zouch, Leicestershire (Our ref AL807)

Salary circa £30,000 - £35,000 per annum + benefits

My client is an established and expanding IFA organisation, and due to this expansion, have an exciting new vacancy for an experienced Paraplanner to join their team.

Working closely with the Director and the other team members, you will be responsible for providing the technical support required to provide a first-class wealth management service to their clients.

You will be competent with report writing, analysis, product research, cash flow modelling and will be IT literate having experience of current industry IT systems. You will be confident in dealing with clients and building lasting professional relationships and of course, will be CII Diploma level 4 qualified or well on your way to achieving this.

If this role is of interest, please apply in confidence to Angela Liscombe at North Oak Recruitment.

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Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management
  • Retirement Planning

Application questions

Do you have paraplanning experience?
Are you CII Level 4 Diploma qualified?

Reference: 35601615

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