Paraplanner
N
North Oak Recruitment
📍 Leicester, Leicestershire, United Kingdom
Job Description
Paraplanner
Leicestershire (our ref AL1420)
Salary £35,000 - £42,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices.
In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time.
They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice.
Main Tas...
Leicestershire (our ref AL1420)
Salary £35,000 - £42,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices.
In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time.
They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice.
Main Tas...