Paraplanner

Recruiter
North Oak Recruitment Ltd
Location
Bestwood Village
Posted
14 Apr 2018
Closes
17 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner

Nottingham (Our Ref AL831)

Salary to c£35,000 per annum + benefits

Our client is a very well established IFA and they now have an exciting new vacancy for an experienced Paraplanner to join their team. You will be working closely within a team, and providing technical support to 3 Wealth Planners who provide holistic financial planning to Mid - High Net Worth Private clients.

Main responsibilities of the role:

  • Technical research
  • Report writing and drafting advice letters
  • Keeping client affairs "under review"
  • Managing client expectations
  • Liaising with the relevant administration teams

The ideal Person:

  • Previous paraplanning experience within an IFA environment
  • IT literate with experience of industry software
  • CII qualified, ideally to Diploma Level 4

If this role is of interest, please apply in confidence or call Angela Liscombe at North Oak Recruitment for a confidential discussion.

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