North Oak Recruitment

PARAPLANNER full or part time considered LEICESTER (Our Ref AL1389) SALARY to c£42,000 dep on exp + benefits PARAPLANNER ROLE SUMMARY The role involves working closely with a team of financial planning consultants, with support provided a team of administrators click apply for full job details

Collaborating with financial planning consultants, the Paraplanner crafts detailed reports and recommendations that help clients achieve their financial goals. Direct client impact and teamwork with both advisors and administrators make this an engaging role for those passionate about delivering high-quality financial solutions.

Paraplanner

Financial Planning

Client Relationship Management

Financial Analysis

Risk Assessment

Regulatory Compliance

Microsoft Office

Financial Software

Join North Oak Recruitment and explore exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.