Paraplanner (Hybrid) – Expert in Pensions & Investments

Paraplanner (Hybrid) – Expert in Pensions & Investments

Full-Time 35000 - 42000 Β£ / year (est.) No working from home possible
North Oak Recruitment

At a Glance

  • Tasks: Prepare suitability reports and support Financial Planners in research and due diligence.
  • Company: Award-winning pensions and investments organisation serving high net worth clients.
  • Benefits: Salary between Β£35,000 - Β£42,000, excellent benefits, and parking.
  • Why this job: Join a dynamic team and make a real impact in the financial sector.
  • Qualifications: Experience as a paraplanner with knowledge of pensions and investments.

The predicted salary is between 35000 - 42000 Β£ per year.

North Oak Recruitment is recruiting for a Paraplanner in Leicester with hybrid work after qualifying.

Salary Β£35,000 - Β£42,000 dependent on experience, plus excellent benefits and parking.

My client is an award-winning pensions and investments organisation serving high net worth clients across the UK.

They seek an experienced paraplanner to prepare suitability reports and support the team.

You will work with Financial Planners, assist in research and due diligence on third party products, and

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Paraplanner (Hybrid) – Expert in Pensions & Investments 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 Β£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 Paraplanner (Hybrid) – Expert in Pensions & Investments

Pensions Knowledge
Investment Knowledge
Report Writing
Research Skills
Due Diligence
Client Relationship Management
Financial Analysis