North Oak Recruitment in Leicestershire is seeking an experienced Paraplanner to support the Financial Planner and deliver compliant suitability reports. You will own advice cases, gather information, prepare reports and coordinate client meetings with a focus on accuracy and regulatory compliance.
Role requires knowledge of pensions, investments and FCA requirements, with strong communication and time-management skills. Hybrid working after induction and a generous benefits package are offered.
#J-18808-Ljbffr
Senior Paraplanner - Hybrid, Diploma Qualified, HNW Wealth in East Leake employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
