Paraplanner

Paraplanning

Reference ID

AL831

Category

Paraplanning

Salary

£30,000 per annum + benefits

Contact Person

Angela liscombe

Job description

Our client is a very well established wealth management 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 - 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
  • 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.

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