Trainee Paraplanner: Build High-Impact Financial Planning

North Oak Recruitment; Leicester; Hybrid; GBP 33,000 - 35,000; Full time

Benefits offered by this job

Discretionary Bonus

Life assurance

Pension

24 days holiday

Health Cash Plan Scheme

Free Parking

Hybrid scheme after training

Job summary

North Oak Recruitment wishes to appoint a Trainee Paraplanner in Leicestershire. The role offers £33,000–£35,000 depending on experience, with a generous benefits package including parking and hybrid working after induction.

The firm supports development for individuals with a CII Diploma Level 4 and a minimum of two years in financial services administration. Posting notes highlight the team’s continued growth and the opportunity to work with experienced professionals across the UK, with a

Qualifications

• Level 4 CII Diploma in Financial Planning (or equivalent).
• Educated to A level standard (or equivalent).
• Minimum of 2 years’ experience in a financial services administration role.

Responsibilities

• Take ownership of the advice case from the point of new advice engagement and coordinate with the Financial Planner and teams.
• Prepare initial meeting packs, including letters of authority and client questionnaires.
• Provide follow-up support and act as a main contact for clients during initial advice process.
• Prepare suitability reports that meet FCA requirements and assist with the client journey.

Job description

North Oak Recruitment wishes to appoint a Trainee Paraplanner in Leicestershire. The role offers £33,000–£35,000 depending on experience, with a generous benefits package including parking and hybrid working after induction.

The firm supports development for individuals with a CII Diploma Level 4 and a minimum of two years in financial services administration. Posting notes highlight the team’s continued growth and the opportunity to work with experienced professionals across the UK, with a