Hybrid Paraplanner: Complex Reports & Client Focus

North Oak Recruitment; Hathern; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

25 days holiday

Discretionary bonus

Pension match up to 7.5%

Life assurance up to 4x salary

Income protection 75%

Use of financial advisers

Season ticket loans

Eye care

Childcare vouchers

Shopping discounts

Job summary

North Oak Recruitment is seeking a Paraplanner for their client in North West Leicestershire with hybrid options. Salary up to £45,000 dependent on experience, plus benefits.

The role focuses on providing research and tailored advice, delivering high-level reports, and supporting Partners with complex planning processes. Ideal candidates hold Diploma Level 4 or are near completion, with paraplanning experience and a client-focused, compliant approach.

Qualifications

• Paraplanner role requires delivering high-level client reports and recommendations.
• Ability to write concise, client-focused reports in plain English.
• Maintain up-to-date knowledge of training and regulatory best practices.

Responsibilities

• Provide research and advice to Partners including Recommendation and Strategy reports.
• Deliver high-level, complex reports written with clients in mind.
• Keep Partners updated on workflow and manage client expectations.

Skills

Paraplanning

Research

Report writing

Client service

Education

Diploma Level 4 (paraplanning)

Job description

North Oak Recruitment is seeking a Paraplanner for their client in North West Leicestershire with hybrid options. Salary up to £45,000 dependent on experience, plus benefits.

The role focuses on providing research and tailored advice, delivering high-level reports, and supporting Partners with complex planning processes. Ideal candidates hold Diploma Level 4 or are near completion, with paraplanning experience and a client-focused, compliant approach.