Current Vacancies

Paraplanner
Nottingham City Centre (Ref AL922)
Salary  £32,000 - £39,000 + benefits
 
My client is a very well-regarded boutique style IFA in Nottingham, dealing with high net worth clients.  They now have an exciting new vacancy for a Paraplanner to join their team and support the IFAs.
The role:

• To provide technical and research support to clients
• To provide technical support to the advisory team
• To produce accurate and comprehensive financial planning reports
• To produce cashflow analysis

• Ensure all dealings with clients are carried out in a professional, prompt, accurate and courteous manner.
• Ensure all supporting documentation is maintained according to current procedures

In addition:

• To maintain an understanding and awareness of relevant rules and processes

• To maintain and build on relevant technical knowledge
• Build deep and meaningful relationships with client
• Always be mindful of ways to improve the client experience and internal processes
• Polite, pro-active, excellent manner, relational, attention to detail, team player;
• Excellent organisational and planning skills with ability to prioritise workload and work to deadlines;
• Competent user of MS Office applications

The Person:
You will have the personal attributes necessary to fulfil the role and its requirements above and will also hold your Diploma in Financial Planning or be well on your way to completing this.  Previous paraplanning experience is a pre-requisite.
If this role is of interest, please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a discussion.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website. 

Paraplanner
Newark, Nottinghamshire (our ref AL920)
 
My client is a forward thinking, vibrant organisation, who has evolved over the past 40 years to offer Financial Planning, Investment Management and Business Planning to a wide range of clientele. Providing solutions that help clients achieve their objectives is at the heart of what they do, working as a team to deliver excellence.  We are looking for motivated, positive individuals with paraplanning experience who have the desire to continually develop their skills further and to be the best version of themselves they can be!

• To take responsibility for a portfolio of clients, managing ongoing relationships and be the first port of call for technical enquiries

• Where required, to attend client meetings and prepare meeting notes / presentations for delivery to the client
• To undertake research both independently and with the Adviser to identify suitable solutions to meet the clients needs
• To carry out financial planning calculations e.g. tax and consider implications for advice
• To prepare detailed and accurate lifetime cashflows with multiple scenarios to deliver client outcomes
• To produce clear, technically accurate, compliant and concise suitability and financial planning reports.
• To prepare and coordinate review documentation including; financial planning presentation, cashflow and asset review

 
Knowledge, Qualifications & Experience
Excellent technical knowledge of all planning areas
Thorough knowledge of technical financial planning tools and financial modelling software
It is envisaged you will have at least 2 years experience in a technical or paraplanning role
CII (or equivalent) Level Four Diploma in Financial Planning
Excellent interpersonal skills to develop and maintain client trust and inspire confidence
Be able to communicate effectively in verbal and written form. 
Solutions orientated and imaginative
Highly organised, methodical, analytical and disciplined
Adopts a positive attitude, willing to assist others when busy
Accurate and efficient in completion of duties, showing attention to detail
Able to work under pressure on occasions to achieve deadlines
 
We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.  

 

 

Business Development Manager

Nottingham, East Midlands Region (our Ref AL919)

Salary £50,000 - £70,000 + discretionary bonus and excellent benefits

 

My client is a prestigious Private Banking Organisation offering wealth planning, investment management and lending services to clients across the UK.

They now have an exciting new opportunity for a Business Development Manager to join their Nottingham office in brand new premises, promoting their services to intermediaries and potential clients resulting in new business generation.

Key responsibilities of the role will include:

Managing intermediary relationships to increase Assets under Management and Lending

Attending quality networking events across the East Midlands, focusing on Solicitors, Accountants and Corporate Finance

Organising and Hosting intermediary events

Identifying target firms across the region to increase lending

To work closely with the Nottingham Advisory Team and their existing introducers

Promote the company via the press, social media and other activities to increase brand awareness

Achieve new business targets via introductions to the Nottingham Office Wealth Planning Advisers

To keep abreast of changes in the global financial markets

To maintain the highest standards of compliance under the regulators guidelines

The ideal candidate will have proven success in a similar role and is likely to be from an IFA, DFM, Private Banking, Insurance, Legal or Accounting background.  You will have an established network of contacts throughout the East Midlands and the flair and creativity to be able to build upon this.

If this role is of interest, then please apply in confidence with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

 

 

Administrator  Wealth Management

Nottingham (our ref AL918)

Salary to £25,000 + benefits

 

My client is an established Wealth Management Organisation and due to internal promotion, they now have a requirement for an experienced administrator to join their team.

The ideal candidate will have previous experience in a similar role.

Main duties:

  - File preparation for a range of adviser meetings.

  - Entering information onto Intelliflo and the Companys back office system

  - Suitability report writing

  - Business processing

  - General administration including client contact.

This company has a track record of promoting administrators to paraplanning roles so this would suit somebody who wishes to develop their career further within the industry, although this is not a requirement.

If this role is of interest please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

 

Paraplanner

Nottingham (our ref AL917)

Salary to c£30,000 + benefits

 

My client is a prestigious Investments and Wealth Management organisation in Nottingham and now has an exciting opportunity for an enthusiastic and motivated individual to work within their Paraplanning team.

 

The role will involve working closely with the teams IFAs to deliver compliant financial advice to clients of the firm. This may involve conducting research, establishing client requirements, writing recommendation reports and managing the review service. In addition, the successful candidate will be willing to assist in all functions of the department, which may include administration, preparation of paperwork, customer queries and client facing tasks.

 

The successful candidate will have previous experience working as a Paraplanner in a professional environment and will be either qualified to or working towards CII level 4. Detailed knowledge of both corporate and private clients is required. You will be a team player, meticulous in your method of working and have excellent attention to detail whilst enjoying researching and analysing information. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency.

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website

Paraplanner

Nottingham (Our Ref AL915)

Salary to c£35,000 per annum + benefits

 

Our client is a very well established wealth management company and they now have an exciting new vacancy for an experienced Paraplanner to join their team.  You will be working closely within a team, and providing technical support to Wealth Planners who provide holistic financial planning to Mid and High Net Worth Private clients.

 

Main responsibilities of the role:

·        Technical research

·        Report writing and drafting advice letters

·        Keeping client affairs under review

·        Managing client expectations

·        Liaising with the relevant administration teams

 

The ideal Person:

 

·        Previous paraplanning experience within a wealth planning environment

·        IT literate with experience of industry software

·        CII qualified, ideally to Diploma Level 4

 

If this role is of interest, please apply in confidence or call Angela Liscombe at North Oak Recruitment for a confidential discussion. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

 

 

Trainee Paraplanner

Leicester (our Ref AL913)

Salary c£20,000 to £26,000 depending on experience

An established Senior Practice within St. James Place Wealth Management are recruiting for a Trainee Paraplanner to join their team, based in Leicester due to expansion.

 

Role Highlights

Working in a team environment, this role will be a leading role within the Financial Planning Team often working directly with the Wealth Managers

The Trainee Paraplanner will provide full technical support to the team in terms of technical meeting preparation, and Suitability report writing for all new business, transfers and replacement cases.

This role would be particularly suited to someone seeking a career as a Paraplanner, who is already working within wealth management, and who is already working towards, or keen to embark upon the CII Diploma level 4 qualification.

Role content:

 

The Trainee Paraplanner will receive on the job training along with support to achieve professional CII qualifications, and the role will involve a mix of Technical and Administrative duties including:

 

Technical requirements:

·        Detailed preparation of client files for Wealth Manager ahead of client meetings.

·        Preparation of bespoke reports and proposals to clients.

·        Dealing with all technical actions arising from client meetings, ready for further presentation to Wealth Manager to take to the next stage.

·        Technical advisory support for Wealth Advisors on complex cases.

·        Preparing LTA, Annual Allowance and pension shortfall calculations.

·        Preparation of all transfer/investment business suitability letters

·        Uploading documentation to a case submission system.

·        Issuing Suitability letters to clients.

·        Keeping knowledge base up to date with compliance requirements for submissions and Advice Notes

·        Keeping up to date with latest Risk Briefing notes, Advice Notes issues/changes etc/general industry compliance.

·        Assist with the training and coaching of the team.

Administration requirements:

·        Keeping day to day tasks up to date on task system and action as appropriate

·        Keeping work in progress/business pipeline up to date with status of cases, and working closely with all team members in this area.

Skills & Knowledge required:

Technical Knowledge

·        Experience in the financial planning sector

·        Working towards CII Diploma level 4.

·        Good knowledge of all Office products (Word, Excel, Outlook).

·        Good grammatical and numerical skills

·        Some knowledge of Investments and Pensions would be advantageous

 

 

Personal Attributes

·        Enjoys working in a fast-paced environment in a small but growing team

·        Seeking personal and career development

·        Excellent attention to detail and communication skills

·        Excellent numerical and analytical skills

·        A can-do attitude and a true team player with a sense of humour

·        Well-presented and professional, both face to face and verbally

·        Positive approach to providing excellent client service and experience

Additional information

·        Salary: £20,000 - £26,000

·        Hours of work: 9.00am to 5.00pm flexible hours working exists

·        Holiday: 20 days per annum, plus bank holidays

·        Workplace pension

If you are interested in the role, please submit your CV for consideration.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

Paraplanner

Derby (Our Ref AL911)

Salary to c£30,000 plus benefits

 

An excellent opportunity has arisen for an experienced paraplanner to join a vibrant team based on the outskirts of Derby.  Our client is an established and growing Chartered Financial Planning organisation providing independent financial advice to Private and Corporate clients.

You will work closely with Financial Planners and will be responsible for creating reports and financial plans for clients in the areas of investments, retirement planning, pension transfers and protection.

It is envisaged that you will have previous paraplanning experience and will be level 4 Diploma qualified or well on your way to achieving this.  Full support is on offer for the attainment of further professional qualifications and should you wish to work towards an advisory role within the company in the future, then this can be accommodated.

If this role is of interest, then please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

 

Paraplanner – Award Winning IFA Organisation

South Leicestershire

To c£36,000 depending on level of experience + benefits  (ref AL914)

 

My client is an award winning IFA who specialise in the provision of financial advice, tax planning and business consultancy services.  They are now looking to expand their existing support teams further by appointing an experienced Paraplanner.

The main purpose of the role is to provide a full professional support function to planners.

Your day to day role will involve:

• Prepare and maintain client files
• Build cash flow models
• Prepare recommendations

·        Oversee implementation of recommendations

• Prepare for client reviews

 

Professional Qualifications:

 

·        CII qualified, ideally to Diploma Level 4

 

Skills

• Excellent understanding of the financial planning process
• Good report writing skills
• Proficient IT skills.  Basic word processing and spread-sheet knowledge
• Minimum 3 years’ experience working within a financial planning company
• Experience using cash-flow forecasts preferable
• Have achieved the Certificate of Financial planning (or equivalent) and working towards Diploma

 

If you have the required skills and qualifications, then please apply in confidence to Angela Liscombe at North Oak Recruitment, with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.

 

Paraplanner

Leicester (Our Ref AL908)

Salary £28,000 to £30,000 per annum + benefits

 

Our client is a growing privately owned Independent Financial Advice firm which prides itself on its relaxed but productive working environment.  They are looking for an individual, ideally with relevant experience to fulfil a role that plays an important part in delivering a quality service to their sizeable client bank.
 
Main Duties and Responsibilities: 

• Assist consultants where needed in each stage of the advice process.
• Analyse existing client holdings including contract features, fund and charges analysis
• Create compliant Suitability Reports
• Prepare supporting research (e.g. cash flow models)
• Prepare supporting documentation (compliance and application paperwork, illustrations etc)
• Deal with consultant and client technical queries
• Maintain clear and compliant client records
• Carry out other related duties when required

 
Required Skills/Qualities/Qualifications:
 
Essential: 

• To have good written skills, and be able to explain in writing sometimes complicated information in a clear and concise fashion
• To have good verbal skills and be able to confidently speak with product providers, and also clients and other professionals when needed
• To have an eye for detail and ability to analyse and draw conclusions from information, as well as identifying any omissions and inconsistencies in it
• A thorough approach to work with an emphasis on quality
• To be able to work as part of a team, but also be able to take responsibility and work independently when required
• To be flexible in terms of responding to the differing requirements of consultants
• A willingness to study outside of work time and gain further professional qualifications

 
Desirable: 

• Diploma/Level 4 qualified, or at least having made significant progress towards obtaining this qualification
• Experience of Iress Adviser Office IFA software, Iress Exchange, cashflow modelling software packages, Financial Express Analytics

 

If this role is of interest, please apply in confidence, with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.