Reference ID





£35,000 per annum + benefits

Contact Person

Angela liscombe

Job description

Our client is a professional, well established IFA based in Nottingham and they now have an exciting new vacancy for an experienced Paraplanner to join their team. You will work closely 2 Financial Advisers who provide holistic financial planning to a select client bank of high net worth clients.

Main responsibilities of the role:

  • Technical research
  • Close liaison with the Financial Advisers
  • Report writing and drafting advice letters
  • Keeping client affairs "under review"
  • Cashflow modelling
  • Working alongside the administration team
  • Being part of the Investment Committee

The ideal Person:

  • Previous paraplanning experience within an IFA environment
  • IT literate with experience of industry software, ideally including Transact and Fidelity
  • CII qualified, ideally to Diploma Level 4, although relevant experience and part qualified will be considered

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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