Reference ID





negotiable to c£25,000 - flexible working hours available

Contact Person

Angela liscombe

Job description

My client is a professional Wealth Management Adviser, looking to appoint Paraplanner to join the team. They provide holistic financial planning advice in areas such as Investments, IHT, Retirement Planning and Personal and Business Protection.

The role will involve working closely with the Director and providing a first-class support service to clients. You will have the opportunity to get to know the clients, and will liaise with 3rd party providers also.

Day to day you will be responsible for:

  • Checking, processing and chasing through new business applications
  • Producing suitability letters
  • Producing Reports
  • Producing quotations
  • Collating information
  • Maintaining the database
  • Dealing with enquiries
  • Liaising with clients and 3rd party providers
  • Prioritising workload

With previous experience within the wealth management industry, you will need to be IT literate, have good communication skills, be able to work efficiently and accurately and have excellent time management skills, having the ability to prioritise your workload.

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

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