At a Glance
- Tasks: Support Financial Planners by gathering client info and preparing reports.
- Company: North Oak Recruitment Ltd, a leader in financial services.
- Benefits: Hybrid working, competitive salary, and parking included.
- Other info: Great opportunity for professional growth in a supportive environment.
- Why this job: Join a dynamic team and enhance your career in financial planning.
- Qualifications: Level 4 CII Diploma and 2+ years in financial services required.
The predicted salary is between 40000 - 60000 £ per year.
North Oak Recruitment Ltd is seeking an experienced Paraplanner in Leicestershire.
The role focuses on supporting Financial Planners, gathering client information, and preparing suitability reports to provide a smooth client experience at the point of new financial advice.
Essential qualifications include Level 4 CII Diploma and 2+ years in financial services administration.
The position offers hybrid working after induction and a salary of £40,000–£60,000 dependent on experience with a generous
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Hybrid Paraplanner — Parking & Pension Included employer: North Oak Recruitment Ltd
As a growing independent financial planning company based in Nottinghamshire, we pride ourselves on fostering a supportive and professional work environment that prioritises client-focused service. Our commitment to employee development is evident through comprehensive training and clear career progression opportunities within the wealth management sector, making us an excellent employer for those looking to build a meaningful career in financial services.
