Hybrid Paraplanner: Complex Reports & Client Focus in Hathern

Hybrid Paraplanner: Complex Reports & Client Focus in Hathern

Hathern Full-Time 40500 - 49500 £ / year (est.) No working from home possible
North Oak Recruitment

At a Glance

  • Tasks: Provide tailored advice and deliver high-level reports for clients.
  • Company: North Oak Recruitment, offering hybrid work options in a supportive environment.
  • Benefits: Salary up to £45,000, plus additional benefits.
  • Other info: Great opportunity for career growth in a client-focused role.
  • Why this job: Join a dynamic team and make a real difference in client financial planning.
  • Qualifications: Diploma Level 4 or nearing completion, with paraplanning experience.

The predicted salary is between 40500 - 49500 £ per year.

North Oak Recruitment is seeking a Paraplanner for their client in North West Leicestershire with hybrid options. Salary up to £45,000 dependent on experience, plus benefits.

The role focuses on providing research and tailored advice, delivering high-level reports, and supporting Partners with complex planning processes. Ideal candidates hold Diploma Level 4 or are near completion, with paraplanning experience and a client-focused, compliant approach.

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Hybrid Paraplanner: Complex Reports & Client Focus in Hathern 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.

North Oak Recruitment

Contact Details:

North Oak Recruitment Recruitment Team

We think you need these skills to ace Hybrid Paraplanner: Complex Reports & Client Focus in Hathern

Research Skills
Report Writing
Client-Focused Approach
Diploma Level 4 in Financial Planning
Paraplanning Experience
Compliance Knowledge
Complex Planning Processes