At a Glance
- Tasks: Support Financial Planner by preparing reports and gathering client information.
- Company: Established financial services firm in Leicestershire with a client-focused approach.
- Benefits: Salary of £35,000 - £42,000, parking, and hybrid working after training.
- Other info: Opportunity for career growth in a well-respected firm.
- Why this job: Join a dynamic team and enhance your skills in a supportive environment.
- Qualifications: Level 4 CII Diploma and 2 years in financial services administration required.
The predicted salary is between 35000 - 42000 £ per year.
North Oak Recruitment is seeking an experienced Paraplanner for a well-established financial services firm in Leicestershire.
You will support the Financial Planner, prepare reports, gather client information and help deliver a smooth, client-focused advice process.
The role offers a salary of £35,000 - £42,000 with benefits including parking and hybrid working after initial training.
You should hold Level 4 CII Diploma and have at least 2 years in financial services administration.
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Paraplanner: Lead Client Journeys & FCA Reports in Coventry employer: North Oak Recruitment
As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.
