Current Vacancies

Paraplanner

Nottingham (our ref AL917)

Salary to c£34,000 + 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.

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.

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.

Paraplanner

Near Nottingham (our Ref AL912)

Salary depending on experience c £28,000 - £35,000 per annum + benefits including parking

My client is a forward thinking, award winningChartered Financial Planning practice and due to continued success and growth they are looking to appoint an experienced Paraplanner.  You will provide full technical and paraplanning support to the team of Advisers.

The Person:

Highly organised

Good communicator at all levels

Keen to develop your skills and knowledge further

Previous paraplanning experience essential, within an IFA environment preferably

Experience of cashflow planning

Ideally already Diploma level 4 qualified, however if you are well on your way to achieving this level, then we welcome your interest

The Package:

·        Auto enrolment pension

·        20 days holiday (plus bank holidays and office closure over Christmas without deduction from your allowance)

·        DIS of 3x salary

·        Full support with qualifications

·        Parking costs are also paid for by the company

·        Flexible working hours

If this role is of interest please apply in confidence to Angela Liscombe at North Oak Recruitment with an up to date CV, or call for an initial 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

Leicestershire (ref AL903)

Salary to c£35,000 + benefits

My client is a very well-established IFA and they are now looking to appoint an experienced Paraplanner to join their existing team.

The role:

To provide paraplanning support to a small team of IFAs

To carry out research and analysis of the clients current financial situation

To collect full data required in order to create a comprehensive financial planning report

To liaise with the Adviser throughout the process

To ensure compliance requirements are adhered to

To attend client meetings where appropriate

To carry out quarterly valuations

The Person:

Previous Paraplanning experience

CII qualified, ideally although not essentially to Level 4 Diploma

Good technical knowledge within life, pensions and investments

IT literate

Able to prioritise workloads and work to deadlines

If this role is of interest and you have the required skills and experience 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.

Wealth Management Administrator

Derby (our ref AL902)

Salary £16,000 - £21,000 pa + benefits

My client is a Chartered Financial Planning practice offering independent financial and mortgage advice to both private and corporate clients.  They now have an exciting new opportunity for an experienced administrator to join their existing team.

Providing administrative support to senior administrator and a team of Financial Advisers your role will include:

·        Assisting with new business submission

·        Utilising various industry and in-house IT systems including Intelligent Office

·        Working closely with the Advisers and other administrators to maintain good working relationships

·        Assisting with the preparation of client review packs

·        Dealing with general enquiries

·        Updating client details onto the systems

·        General administration to ensure smooth running of the office

The ideal candidate will have previous administration experience within either a wealth management or professional office environment and will have a genuine interest in a career within financial services. Good IT and communication skills are required along with the ability to work accurately and to prioritise workloads in order to meet the required timescales.

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.

Telemarketer and Professional Appointment Maker

(a background in financial planning is essential for this role)

Location: Nottingham (our Ref AL899)

Salary:  negotiable to c£25,000 pro rata pa (inc salary and bonus)

Hours:   2 days per week initially for a period of 6 months (to be reviewed thereafter)

Hours of work can be flexible and will be subject to agreement.

The Opportunity - Telemarketer and Professional Appointment Maker

An excellent opportunity has arisen for an experienced Telemarketer and Professional Appointment Maker to work for an award winning organisation in Nottingham, who specialise in Corporate and Private Wealth Management. You will work with the marketing team in generating appointments for the Financial Planners from various lead

generation sources.

The Person

A background in financial planning is essential.

This is an interesting and challenging role that would suit a confident, resilient and professional individual who enjoys using their initiative and someone who has a positive, sales-orientated working style, with a warm and friendly yet assertive telephone manner.

You must have excellent telephone and interpersonal communication skills and enjoy your work.  Be a self-starter and able to work with little or no supervision. It is essential that you are confident in dealing with third parties, can work with total discretion and maintain thorough contact records.

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.

SSAS Accounts Executive

Leicestershire (our ref AL898)

Salary to £28,000 + excellent benefits package

My client is a leading award-winning firm of Wealth Managers and Pension Scheme Advisors.  They now have an excellent new opportunity for an individual with SSAS experience to join their team.

Main Responsibilities

·        To provide a quality administration service in respect of a portfolio of SSAS arrangements allocated to the Accounts Executive.

·        To provide technical and administrative support to the Financial Planner.

·        To provide an in-house point of contact for the client and maintain good working relationships with them.

·        To maintain records that meet the requirements of the firm and regulator.

Key knowledge, skills and experience required 

·        To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent)

·        Knowledge of SSAS arrangements and associated products.

·        Good technical knowledge of different types of pension schemes and their use in financial planning

·        A minimum of 2 years experience in a SIPP or SSAS client servicing and administration role.

Benefits 

24 days holiday plus statutory holidays increasing with service

Pension scheme

2 x salary life assurance

Discretionary bonuses

Sickness benefit

Childcare scheme

Free parking

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.