Paraplanner

North Oak Recruitment; Hathern; On-site; 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

Paraplanner

North West Leicestershire – hybrid available (our ref AL1423)

Salary to £45,000 dep on exp + benefits

My client:

My client has numerous offices throughout the UK and they have the scale and resource to provide exceptional advice and service to their clients, advisers and employees.

They are proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make them an employer of choice.

Purpose of the Paraplanning role:

You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. You will successfully deliver high level, complex reports written specifically with clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team.

Paraplanning role summary:

• Adhering to the Company’s Service Excellence, you will be expected to always provide exceptional client service.
• The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.
• Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.
• You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. This includes company and departmental training, competence, and development initiatives.
• Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
• Have a thorough understanding of the Company advice process, reporting format, pre-approval process and regulatory requirements.
• Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice.

Key skills and personal attributes:

• A positive, fair, and friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
• Honesty, integrity, and ability to maintain confidentiality.
• Diploma Level 4 qualified preferred, although with paraplanning experience, we can also consider individuals who are working towards level 4 but not quite yet completed
• Hard working and responsive to the need to deliver a high-quality support service.
• Commercially minded and driven.

What’s on offer to you:

• 25 days holiday (increasing by an additional day per annum up to 30 days)
• Discretionary bonus
• Match your personal pension contribution up to a maximum of 7.5%
• Life assurance of up to 4 x your salary;
• Income protection of 75% of your basic salary in the event of long term sickness
• Employees can use their financial advisers within the company for any financial advice or knowledge
• Interest free season tickets loans, eye care and childcare vouchers.
• Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)