Reference ID





to c£42.000 pa + benefits

Contact Person

Job description


Nottingham (Ref AL970)

Salary £38,000 - £42,000 + 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 Financial Planning Technician ( 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 ideally 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.

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