Paraplanner

Recruiter
North Oak Recruitment
Location
Nottingham
Posted
14 Apr 2018
Closes
20 Apr 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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