At a Glance
- Tasks: Support Financial Planners and manage client cases from start to finish.
- Company: North Oak Recruitment, a leader in high-net-worth financial planning.
- Benefits: Salary between £40,000 - £50,000 with hybrid working options after induction.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a Paraplanner and strong attention to detail required.
The predicted salary is between 40000 - 50000 £ per year.
North Oak Recruitment is seeking an experienced Paraplanner in Leicestershire.
You will support Financial Planners and manage cases from engagement to suitability reports, delivering a client-focused experience.
Responsibilities include assembling meeting packs, obtaining illustrations, coordinating with providers and office teams, and ensuring FCA-compliant documentation.
Salary £40,000 - £50,000, with hybrid working after induction.
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Senior Paraplanner – Hybrid, HNW Financial Planning in Loughborough 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.
